https://docs.yesware.com/assets/js/f7661d2e.3b0f2f93.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["6233"],{1424:function(e,n,s){s.r(n),s.d(n,{frontMatter:()=>l,default:()=>h,toc:()=>d,metadata:()=>i,assets:()=>a,contentTitle:()=>t});var i=JSON.parse('{"id":"overview/installing-yesware/index","title":"Installing Yesware","description":"Install Yesware for Gmail or Outlook, check system requirements, manage the Free Plan, and uninstall when needed.","source":"@site/docs/overview/installing-yesware/index.mdx","sourceDirName":"overview/installing-yesware","slug":"/overview/installing-yesware/","permalink":"/docs/overview/installing-yesware/","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Installing Yesware","description":"Install Yesware for Gmail or Outlook, check system requirements, manage the Free Plan, and uninstall when needed.","brand":"yesware","product":"yesware-core","audience":"smb"},"sidebar":"tutorialSidebar","previous":{"title":"Yesware Overview","permalink":"/docs/overview/"},"next":{"title":"Reminders","permalink":"/docs/overview/reminders/"}}'),o=s(5893),r=s(65);let l={title:"Installing Yesware",description:"Install Yesware for Gmail or Outlook, check system requirements, manage the Free Plan, and uninstall when needed.",brand:"yesware",product:"yesware-core",audience:"smb"},t=void 0,a={},d=[{value:"System requirements",id:"system-requirements",level:2},{value:"Gmail",id:"gmail",level:3},{value:"Outlook (O365)",id:"outlook-o365",level:3},{value:"Installing Yesware",id:"installing-yesware",level:2},{value:"Gmail",id:"gmail-1",level:3},{value:"Outlook (O365)",id:"outlook-o365-1",level:3},{value:"Opening the Sidebar",id:"opening-the-sidebar",level:2},{value:"Outlook Desktop",id:"outlook-desktop",level:3},{value:"Outlook Web App",id:"outlook-web-app",level:3},{value:"Keeping Yesware up to date (Gmail)",id:"keeping-yesware-up-to-date-gmail",level:2},{value:"The Free Plan",id:"the-free-plan",level:2},{value:"Uninstalling Yesware",id:"uninstalling-yesware",level:2},{value:"Gmail (Chrome)",id:"gmail-chrome",level:3},{value:"Outlook (O365)",id:"outlook-o365-2",level:3},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2}];function c(e){let n={a:"a",admonition:"admonition",code:"code",h2:"h2",h3:"h3",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.a)(),...e.components},{Details:s}=n;return s||function(e,n){throw Error("Expected "+(n?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,o.jsxs)(o.Fragment,{children:[(0,o.jsx)(n.p,{children:"Yesware works inside your Gmail or Outlook (O365) inbox. Installation takes about a minute."}),"\n",(0,o.jsx)(n.h2,{id:"system-requirements",children:"System requirements"}),"\n",(0,o.jsx)(n.h3,{id:"gmail",children:"Gmail"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Browser"}),": Current version of Chrome only"]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Email hosting"}),": Gmail (Google-hosted accounts only)"]}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"outlook-o365",children:"Outlook (O365)"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Account"}),": Microsoft 365 (O365) hosted directly through Microsoft. GoDaddy-hosted and other third-party providers are not supported"]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Windows"}),": Outlook Web App on Chrome or Edge (Windows 10 or higher), or Outlook 2016 desktop v16.0+ (Windows 10 v1903+, Office 365 v1905+)"]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Mac"}),": Outlook Web App on Chrome, or Outlook 2016 desktop v16.13+ (macOS 10.12 or higher)"]}),"\n",(0,o.jsxs)(n.li,{children:[(0,o.jsx)(n.strong,{children:"Update channel"}),": Set to Current or Semi-Annual (Targeted). Semi-Annual only does not receive the latest version of Yesware"]}),"\n"]}),"\n",(0,o.jsx)(n.admonition,{type:"info",children:(0,o.jsxs)(n.p,{children:["On Outlook for Mac, use the legacy Outlook experience. Go to ",(0,o.jsx)(n.code,{children:"Help"})," > ",(0,o.jsx)(n.code,{children:"Revert to Legacy Outlook"}),". This setting resets after 30 days and will need to be toggled again."]})}),"\n",(0,o.jsx)(n.h2,{id:"installing-yesware",children:"Installing Yesware"}),"\n",(0,o.jsx)(n.h3,{id:"gmail-1",children:"Gmail"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Go to ",(0,o.jsx)(n.a,{href:"https://www.yesware.com/install",children:"yesware.com/install"})," and select Gmail."]}),"\n",(0,o.jsx)(n.li,{children:"Sign in with your Google account and grant Yesware access."}),"\n",(0,o.jsx)(n.li,{children:"If you're on the Enterprise plan, you'll also be prompted to authenticate with Salesforce."}),"\n"]}),"\n",(0,o.jsxs)(n.p,{children:["Already have an account? Use the ",(0,o.jsx)(n.a,{href:"https://app.yesware.com/install",children:"direct Gmail install link"}),". It won't overwrite your existing account."]}),"\n",(0,o.jsx)(n.h3,{id:"outlook-o365-1",children:"Outlook (O365)"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Visit ",(0,o.jsx)(n.a,{href:"https://appsource.microsoft.com/en-us

1/product/office/WA104380259",children:"Microsoft AppSource"})," and click ",(0,o.jsx)(n.code,{children:"Get it Now"}),"."]}),"\n",(0,o.jsx)(n.li,{children:"Close and re-open Outlook."}),"\n",(0,o.jsxs)(n.li,{children:["Open or compose an email. Click the blue ",(0,o.jsx)(n.code,{children:"Yesware icon"})," that appears in the Outlook ribbon to open the Yesware Sidebar."]}),"\n",(0,o.jsx)(n.li,{children:"Sign in with your email address to connect your account."}),"\n"]}),"\n",(0,o.jsx)(n.p,{children:"If you're on the Enterprise plan, you'll also be prompted to authenticate with Salesforce."}),"\n",(0,o.jsx)(n.h2,{id:"opening-the-sidebar",children:"Opening the Sidebar"}),"\n",(0,o.jsx)(n.p,{children:"The Sidebar is where you access tracking, templates, campaigns, and Meeting Scheduler. In Outlook, there are two Sidebars, one for your inbox and one for composing, and both need to be opened and pinned."}),"\n",(0,o.jsx)(n.h3,{id:"outlook-desktop",children:"Outlook Desktop"}),"\n",(0,o.jsxs)(n.p,{children:["Click the blue ",(0,o.jsx)(n.code,{children:"Yesware icon"})," in the ribbon when viewing or composing an email."]}),"\n",(0,o.jsx)(n.h3,{id:"outlook-web-app",children:"Outlook Web App"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Open any email and click the ellipsis (",(0,o.jsx)(n.code,{children:"..."}),") in the upper right corner of the message."]}),"\n",(0,o.jsxs)(n.li,{children:["Scroll to ",(0,o.jsx)(n.code,{children:"Yesware"})," and click ",(0,o.jsx)(n.code,{children:"Open Yesware"}),"."]}),"\n",(0,o.jsx)(n.li,{children:"Click the pushpin icon to pin the Sidebar so it stays open."}),"\n"]}),"\n",(0,o.jsxs)(n.p,{children:["For the ",(0,o.jsx)(n.code,{children:"New Message Sidebar"}),", open and pin it separately while composing a new email. It must be open to send tracked emails. Confirm tracking is active by checking the ",(0,o.jsx)(n.code,{children:"ON"})," button in the Sidebar."]}),"\n",(0,o.jsx)(n.h2,{id:"keeping-yesware-up-to-date-gmail",children:"Keeping Yesware up to date (Gmail)"}),"\n",(0,o.jsx)(n.p,{children:"Chrome extensions update automatically, but you can force an update at any time:"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Open a new tab and go to ",(0,o.jsx)(n.code,{children:"chrome://extensions"})]}),"\n",(0,o.jsxs)(n.li,{children:["Enable ",(0,o.jsx)(n.code,{children:"Developer mode"})," in the top right corner"]}),"\n",(0,o.jsxs)(n.li,{children:["Click ",(0,o.jsx)(n.code,{children:"Update extensions now"})]}),"\n"]}),"\n",(0,o.jsx)(n.h2,{id:"the-free-plan",children:"The Free Plan"}),"\n",(0,o.jsx)(n.p,{children:"When your trial ends without a paid subscription, your account moves to the Free Plan automatically. The Free Plan includes:"}),"\n",(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"Email tracking for emails sent within the last 24 hours (up to 40 events)"}),"\n",(0,o.jsx)(n.li,{children:"10 Campaign recipients per month"}),"\n",(0,o.jsx)(n.li,{children:"Unlimited Templates (stats not included)"}),"\n",(0,o.jsx)(n.li,{children:"Unlimited Meeting Scheduler link insertions"}),"\n",(0,o.jsx)(n.li,{children:"Unlimited Response Insights"}),"\n",(0,o.jsx)(n.li,{children:"Unlimited Reminders and Send Later (Gmail)"}),"\n"]}),"\n",(0,o.jsx)(n.p,{children:"Your data, including teams, templates, campaigns, and tracking history, is preserved from your trial or previous subscription."}),"\n",(0,o.jsxs)(n.p,{children:["To access the Free Plan, the Gmail extension or Outlook add-in must be installed. Install it at ",(0,o.jsx)(n.a,{href:"https://www.yesware.com/install",children:"yesware.com/install"}),"."]}),"\n",(0,o.jsx)(n.h2,{id:"uninstalling-yesware",children:"Uninstalling Yesware"}),"\n",(0,o.jsx)(n.h3,{id:"gmail-chrome",children:"Gmail (Chrome)"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Open a new tab and go to ",(0,o.jsx)(n.code,{children:"chrome://extensions"})]}),"\n",(0,o.jsxs)(n.li,{children:["Find Yesware on the list and click ",(0,o.jsx)(n.code,{children:"Remove"})]}),"\n",(0,o.jsx)(n.li,{children:"Refresh Gmail"}),"\n"]}),"\n",(0,o.jsx)(n.h3,{id:"outlook-o365-2",children:"Outlook (O365)"}),"\n",(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Click ",(0,o.jsx)(n.code,{children:"Get Add-ins"})," in the Outlook ribbon"]}),"\n",(0,o.jsxs)(n.li,{children:["Go to ",(0,o.jsx)(n.code,{children:"My add-ins"})," and find Yesware"]}),"\n",(0,o.jsxs)(n.li,{children:["Click the ellipsis (",(0,o.jsx)(n.code,{children:"..."}),") and select ",(0,o.jsx)(n.code,{children:"Remove"})]}),"\n",(0,o.jsx)(n.li,{children:"Close Outlook"}),"\n"]}),"\n",(0,o.jsx)(n.admonition,{type:"note",children:(0,o.jsxs)(n.p,{children:["Uninstalling Yesware does not cancel a paid subscription. To cancel, go to ",(0,o.jsx)(n.a,{href:"https://app.yesware.com/account/plan",children:"app.yesware.com/account/plan"})," and select ",(0,o.jsx)(n.code,{children:"Cancel Renewal"}),"."]})}),"\n",(0,o.jsxs)(n.p,{children:["When you remove the extension or add-in, Yesware stops collecting email and tracking data. For data erasure requests, contact ",(0,o.jsx)(n.a,{href:"mailto:[email protected]",children:"[email protected]"}),"."]}),"\n",(0,o.jsx)(n.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"Does Yesware offer a mobile app?"}),(0,o.jsx)(n.p,{children:"No. Yesware does not offer a mobile app for Gmail or Outlook."})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:'Does Yesware work with alias or "Send As" email addresses?'}),(0,o.jsx)(n.p,{children:'No. Yesware authenticates through your primary inbox and can only send tracked emails from the address you used to log in. Alias and "Send As" addresses are not supported.'})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"Can I use Yesware if Gmail is configured within Outlook?"}),(0,o.jsx)(n.p,{children:"No. Yesware does not support crossover mail servers. If your email is hosted by Gmail, install Yesware through Gmail. If you want to use Yesware in Outlook, you need a Microsoft O365-hosted email account."})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"Is Yesware compatible with GoDaddy-hosted Outlook accounts?"}),(0,o.jsx)(n.p,{children:"No. The Outlook add-in requires an email account hosted directly through Microsoft 365 (O365). GoDaddy-hosted addresses are not supported, even when accessed through the Outlook client."})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"Does Yesware have a public-facing API?"}),(0,o.jsx)(n.p,{children:"No. Yesware does not offer a public-facing API."})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"What are known conflicts with Yesware for Gmail?"}),(0,o.jsx)(n.p,{children:"Yesware for Gmail is designed for an unmodified Gmail interface on the current version of Chrome. Known conflicts include:"}),(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Gmail settings"}),": Plain text mode;

1 Conversation View turned off"]}),(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Gmail Labs features"}),": Send & Archive, Multiple Inboxes, Preview Pane, Right-side chat, SMS in chat"]}),(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Browser extensions"}),": FastestChrome, Gist for Chrome, Ginger Software, Boomerang, Hunter, EmailTracker, Adblocker, Adblocker Plus, Ghostery, HubSpot, Salesforce, or any extension that occupies space in the compose window"]})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"How do I allow third-party cookies for Yesware in Chrome?"}),(0,o.jsx)(n.p,{children:"Yesware requires third-party cookies for certain features, including the Google Calendar dashboard."}),(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Go to ",(0,o.jsx)(n.code,{children:"chrome://settings/cookies"})]}),"\n",(0,o.jsxs)(n.li,{children:["Select ",(0,o.jsx)(n.strong,{children:"Allow all cookies"})," or ",(0,o.jsx)(n.strong,{children:"Block third-party cookies in Incognito"})]}),"\n"]}),(0,o.jsx)(n.p,{children:"If you prefer to block third-party cookies but still use Yesware, add an exception:"}),(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["Under ",(0,o.jsx)(n.strong,{children:"Sites that can always use cookies"}),", click ",(0,o.jsx)(n.strong,{children:"Add"})]}),"\n",(0,o.jsxs)(n.li,{children:["Enter ",(0,o.jsx)(n.code,{children:"[*.]yesware.com"})," (type this rather than copying and pasting)"]}),"\n",(0,o.jsxs)(n.li,{children:["Check ",(0,o.jsx)(n.strong,{children:"Including third-party cookies on this site"})]}),"\n",(0,o.jsxs)(n.li,{children:["Click ",(0,o.jsx)(n.strong,{children:"Add"}),", then refresh Gmail"]}),"\n"]})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"What are Global Policies?"}),(0,o.jsx)(n.p,{children:"Global Policies let admins and account managers enable Yesware features by default for all members of an account."}),(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Gmail"}),": Go to the Yesware dropdown at the top of Gmail > ",(0,o.jsx)(n.code,{children:"My Account"})," > ",(0,o.jsx)(n.code,{children:"Global Policies"})]}),(0,o.jsxs)(n.p,{children:[(0,o.jsx)(n.strong,{children:"Outlook"}),": Open the Yesware Sidebar > ",(0,o.jsx)(n.code,{children:"Menu"})," > ",(0,o.jsx)(n.code,{children:"Manage My Teams"})," > ",(0,o.jsx)(n.code,{children:"Settings"})," > ",(0,o.jsx)(n.code,{children:"Global Policies"})]}),(0,o.jsxs)(n.p,{children:["Save each change individually. To adjust settings for a specific user, use their ",(0,o.jsx)(n.code,{children:"Permissions"})," panel instead."]})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"What are Yesware BETA features?"}),(0,o.jsxs)(n.p,{children:["BETA features are experimental. Yesware does not offer formal support for them and may change or remove them at any time. To share feedback, click ",(0,o.jsx)(n.code,{children:"Submit a Request"})," in the Help Center."]})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"How do I upgrade from the COM version of Yesware to the O3

165 add-in?"}),(0,o.jsx)(n.p,{children:(0,o.jsx)(n.strong,{children:"Step 1: Uninstall the COM add-in"})}),(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsx)(n.li,{children:"Close Outlook"}),"\n",(0,o.jsx)(n.li,{children:"Open Control Panel > Programs & Features"}),"\n",(0,o.jsxs)(n.li,{children:["Select ",(0,o.jsx)(n.code,{children:"Yesware for Outlook"})," and click ",(0,o.jsx)(n.code,{children:"Uninstall"})]}),"\n"]}),(0,o.jsx)(n.p,{children:(0,o.jsx)(n.strong,{children:"Step 2: Install the O365 add-in"})}),(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsxs)(n.li,{children:["In Outlook, click ",(0,o.jsx)(n.code,{children:"Get Add-ins"}),", search for Yesware, and click ",(0,o.jsx)(n.code,{children:"Add"}),", or go directly to ",(0,o.jsx)(n.a,{href:"https://appsource.microsoft.com/en-us/product/office/WA104380259",children:"Microsoft AppSource"})]}),"\n",(0,o.jsxs)(n.li,{children:["Open any email and click the ",(0,o.jsx)(n.code,{children:"Yesware icon"})," in your Outlook ribbon"]}),"\n",(0,o.jsx)(n.li,{children:"Sign in with your email to connect your account"}),"\n"]})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"I can't install Yesware for O365: what should I do?"}),(0,o.jsx)(n.p,{children:(0,o.jsx)(n.strong,{children:"Installing via Outlook Web App:"})}),(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsx)(n.li,{children:"Confirm your mailbox is hosted by O365, not a third-party provider like GoDaddy"}),"\n",(0,o.jsx)(n.li,{children:"Use Chrome to access Outlook on the web"}),"\n"]}),(0,o.jsx)(n.p,{children:(0,o.jsx)(n.strong,{children:"Installing via Outlook Desktop:"})}),(0,o.jsxs)(n.ul,{children:["\n",(0,o.jsxs)(n.li,{children:["Use the ",(0,o.jsx)(n.code,{children:"Get Add-ins"})," button in the Outlook toolbar"]}),"\n",(0,o.jsx)(n.li,{children:"Confirm your mailbox is O365-hosted"}),"\n",(0,o.jsx)(n.li,{children:"Make sure Microsoft Office is up to date"}),"\n"]}),(0,o.jsx)(n.p,{children:"If the issue persists, try repairing Microsoft Office:"}),(0,o.jsxs)(n.ol,{children:["\n",(0,o.jsx)(n.li,{children:"Open Control Panel > Uninstall a Program"}),"\n",(0,o.jsxs)(n.li,{children:["Right-click your Microsoft Office installation and select ",(0,o.jsx)(n.code,{children:"Change"})]}),"\n",(0,o.jsxs)(n.li,{children:["Choose ",(0,o.jsx)(n.code,{children:"Repair"})," and follow the prompts"]}),"\n",(0,o.jsx)(n.li,{children:"Restart your computer when complete"}),"\n"]})]}),"\n",(0,o.jsxs)(s,{children:[(0,o.jsx)("summary",{children:"I can't uninstall the Yesware O365 add-in: what should I do?"}),(0,o.jsxs)(n.p,{children:["This is usually caused by an admin setting in Microsoft 365. If you're the admin, confirm that users have permission to manage add-ins. If you're not the admin, ask your IT team to review the settings. See ",(0,o.jsx)(n.a,{href:"https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center?view=o365-worldwide",children:"Microsoft's help center"})," for instructions."]})]})]})}function h(e={}){let{wrapper:n}={...(0,r.a)(),...e.components};return n?(0,o.jsx)(n,{...e,children:(0,o.jsx)(c,{...e})}):c(e)}},65:function(e,n,s){s.d(n,{Z:()=>t,a:()=>l});var i=s(7294);let o={},r=i.createContext(o);function l(e){let n=i.useContext(r);return i.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function t(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(o):e.components||o:l(e.components),i.createElement(r.Provider,{value:n},e.children)}}}]);