Yesware

Roadmap to Revenue Software How-To's: Yeswear & LinkedIn for lead generation
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Transcript

So I just wanted to take a quick moment and walk you guys through Yes. Where I don't want to spend too long on this because not all of you are going to use Yes. Where However, I do think that being able to see how it works really does help things click for some people. So this that you can see here on my screen is the Yes, we're tracking report. So I'm just coming off of a slow season where a lot of people aren't really even in the office much. So I take a break a little bit from prospecting.

So you can see my volumes aren't super high. But typically, you'd be able to see here in this dashboard, what your open rates look like and be able to determine when you have the most success with email opens. Here's a history of all the types of emails but I want to go ahead and point out this one I'd sent this one during a training. I don't actually send emails that say Hi Joe like shoes for the subject line, but you can see here, I'm able to see that not only did honey maker wellness@gmail.com receive this email, but they opened it. And they clicked three different times from two different devices. So since this one device is listed here, this is probably either maybe a computer and a phone or something like that.

Sometimes when the email you can see when the email gets forwarded around multiple IP addresses will be listed in here. So I can delve much deeper into this and I might maybe do that in another course that's, you know, specifically for us where but this is just to kind of give you a sense of the information that you can get. So what happens here, we'll click over to my sales prospecting email. So you can see here full of all kinds of, you know, non related emails as well but I have a yes where extension Hear in my email. And I have a little notification here I've got insight so I can click on this and see that there is some new activity that's happened and one of the activities is at honey maker wellness@gmail.com Click the message. And so I can also see here that they opened an attachment which is a file that I included there to help with understanding what we do it's sample work.

And that was all for training honey maker wellness is not actually a client. So in order to get a yes, we're attract email out rather than click, you click Compose. And here you can see the green the green is actually the Yes Where extension functionality here. You can track presentation presentations and attachments by clicking this green paperclip and then it will report it like you saw up here. You can also make your Life much much easier by using templates. So here you can see, I opened up templates and these are all my templates that are saved within.

Yes. So I'm gonna go into the prospecting template. And let's go ahead and choose a pretty straightforward one. We're going to insert this. So you can see here, it already filled it all in. And this is a very typical initial email one.

So obviously, this person's name is not first name, this is a merge tag. And that is something that you'll need to know if you are sending full prospecting out using this mail merge functionality. So let me go ahead and trash this and go back to this template. And if you just click it and you don't hit insert, you can say hi, first name Just pop that name in there. You want to hit Modify, you can make changes to this template or then you hit insert. And there you go, this email is ready to send.

So all I have to do is send it to the client. And of course, because I like to track everything I do, I BCC it to my CRM, email, Salesforce, this is in the blind copy section, so they don't see that it's being pushed into Salesforce. And then I go pop down here to later I select the date. So since it's January, I'm obviously not going to send an email on Sunday or Monday. I select Tuesday at 6am and confirm and then it's scheduled. So now I can sit and do my email prospecting at anytime I want and ensure that the emails are going to go out at the right time.

Now We can go down into a rat hole with mail merge, we're not going to, I'm just going to show you real quick. These are sequences. These are sequences that run with the email one email to email three. So you can see here, you know, I've got voicemail drop sequences, pre voicemail, drop, post, voicemail drop. There's a lot going on in here because I experiment a ton. You can see how many recipients received each of these mail merge blasts, what percent open rate that some of them got, this one got a 90% open rate, that's really good.

61% Click, and a 23% reply rate and 4% bounce. So, you know, you would be able to go back through when you're sort of analyzing and deciding how you're going to move forward and say, Wow, this was pretty good. I'm gonna do this. This is not so good. 25% bounce 16 recipients 12% open and a 6% click through and open and replied, so don't replicate what I did here. replicate what I did here, because this is working.

You can save that as a template if you want. So if you go here into the mail merge templates, here's all the different templates that I created, which are very similar to the ones that you saw on the other screen the pop up menu. And so I clicked to use the template. So let's say this one here, we're going to use it. So we import our list here is a CSV file. That's what we talked about in the last class about how to create research that list.

Here we have the templates, we go ahead and schedule them out. Put in the time, you can preview them to make sure that the first name line here matches up with the merge tag. And you want to make sure that you understand merge tags really well. And I also highly recommend before you send a test, or before you send your first mail Merge you text and play with Yes, where to make sure that you don't do something embarrassing. I've done it before. And again here you can see BCC your CRM here.

And of course, track your links, schedule it, and you're good to go. So that's a really, really high level overview and walkthrough, yes, where there's a lot of other tools that can accomplish similar functionalities and different functionalities in this, but I think this is a really simple and great overview. So thank you. And again, if you have any questions about Yes, where I prefer to keep those types of questions on our Facebook group, rather than in the Udemy forums. So thanks for complying and I will. And I also typically try to respond to Yes, we're related questions usually within 48 hours, sometimes it takes me a little longer because I have to research it for you.

So I appreciate that from you guys as well.

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