How to Track Who Is Opening Your Sales Messages for Free

Every once in awhile I come across a great application that I want to share. The other day, I started using Yesware, a tool that makes it easy to track whether people have opened and clicked links in messages you have sent from Gmail.

The obvious use for this tool is for sending things like sales messages, but it can also be handy for things like providing customer support (did the recipient open the email I sent), or tracking whether people opened and viewed the contract / script / review video you have sent.

It also has some other great features that will help keep you organized and on track. For example, you can setup templates for repetitive messages (that you can customize before sending). If you are using a CRM tool like Highrise or Salesforce, you can CC messages right into it. This helps reduce manual data entry between different systems. Finally, it also lets you set reminders to follow up on messages you have sent.

Yesware delivers a very functional free version. You can track 100 events each month. An event is someone opening a message on a device. If you only track sales or support type messages, many people can get by with this plan. For $5 per month you can upgrade to a plan that lets you track an unlimited number of events, and for most small businesses I think this is all you would ever need. More expensive plans offer deep SalesForce integration and support for larger teams (10+).

Here’s a quick overview of how to get started with Yesware.

Requirements

Before we begin, lets make sure Yesware will work for you.

Yesware works with Gmail. That’s wicked for me since I have work and personal Gmail accounts. If you don’t use Gmail, perhaps you should consider it. Here’s my guide to making the switch.

Yesware only works in Chrome and Firefox. Fortunately, these two browsers work on pretty much any platform, so this shouldn't be too much of a hindrance unless you are working for a company with locked down computers.

Installation

Click the big orange button on the Yesware homepage to get started.

Yesware signup

This will start a quick download of the plugin. You may be warned by your browser to only install software from those you trust. If you trust Yesware, then go ahead and click the install button.

Yesware installation

You will then be prompted to login to Google and then open Gmail. Go ahead and do this.

Yesware login to Gmail

Google will ask you to grant permission to share your email and contacts with Yesware. You will need to click “Allow access” to move on to the next step.

Yesware allow access to Gmail

Once you are finally logged into Gmail, you will see the Yesware bar just above the inbox tabs.

Yesware bar in Gmail

To get started tracking messages, hit the “Compose” button in Gmail as usual. You will now see a small bar at the bottom of the window. If you want to track the message, make sure you check the “Track” box. Same goes if you want to send a copy to your CRM system.

Yesware compose message

If you want a reminder to follow up, click the “Remind” button, and select when you would like to be reminded. You can chose to send a reminder no matter what, or only if you do not receive a reply to your message. It would be nice if there were more granularity here, like the ability to send a conditional reminder if the recipient doesn’t open an email or if they don’t click a link in the message, but that’s a small point.

Yesware bar in Gmail

Once you have sent a tracked message, you can go back to your inbox and monitor activity via the Yesware bar. Clicking the bar expands the window so that you can see a list of all the tracked emails that you have sent. You can see when each message was opened, how many times it was opened, where it was opened, and on what devices. Clicking the "opened" notification in the Yesware bar will open up the web application where you can see additional details on the message activity.

Yesware bar in Gmail

If you’ve made it this far, you are clearly interested in taking your sales game up a notch. Once you install Yesware, you’ll find that email templates will help you save time typing out repetitive messages (this works way better than Google’s canned messages). You can monitor the open rate and click rate of different templates to help hone your message and select the ones that work best. If you have a team, you can share templates, which will help you communicate with prospects and clients in a consistent way.

Overall, I think this is a great tool that is worth checking out. If you give it a shot, let me know how it works for you.