First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Using Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Campaign to Those Who Did Not Open the Previous One
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Yespo Main Sections Overview
Let us take you on a small tour around our system for successful acquaintance.
Dashboard
The page provides quick access to all sections of the system, and also displays information about the current pricing plans of the account.
Contacts
This section manages contacts and stores information about them — first name, last name, phone number, email, address and other personal data. You can add new contacts manually or import them from other sources, creating segments for easy management. Statistics displays the number of contacts, their activity, cohort and RFM analysis.
Messages
In this section, you can create and send different types of messages: Email, SMS, Web Push, Mobile Push, Viber, App Inbox, In-App. Save messages as templates for quick future reference. Statistics in the Messages section displays information about the number of sent and read messages, and clicks on the links.
Campaigns
In this section, you can view scheduled campaigns and information about previously sent bulk or single messages. It also displays the unsubscribe reasons. Frequency strategy will help you set up contact list segmentation and create a campaign schedule.
Site
This section allows creating individual product recommendations for each visitor based on their website activity. Using integrated forms and various widget types (subscription forms, informers, launchers, age gate), you can collect data about subscribers.
Automation
All the functionality for automating campaigns is available here:
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creating workflows and events to launch triggered campaigns;
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adding event types and viewing their history;
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work with orders.
Personal Account Management
The personal account consists of the following subsections:
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Switch account. The option is available if you work with several accounts.
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My profile. Settings and information associated with your system account:
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Personal data such as first name, last name, phone number, password.
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Setting up notifications, for example, notifications about the renewal of the pricing plan or about the lack of funds in the account.
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Enable multi-factor authentication (MFA).
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Settings: options for campaigns customization, integrations and account management.
To see all system Settings — follow the link >
If you have any additional questions, please contact us at support@yespo.io
