Email

This guide explains how to connect your Gmail or Outlook account to start sending and receiving emails with Yess.

Overview

Yess integrates with Gmail or Outlook to enable one-off engagements, sequence enrollments, and outbound email campaigns.

Gmail Integration

1. Navigate to Integrations
2. Click on Gmail
3. Select your account and click “Continue”

Gmail Integration - Step 1

1. Grant Permissions

   Click “Allow” to grant Yess Agent access to your mailbox

   
2. Confirm Integration

   You’ll see Gmail is now integrated and ready for configuration

   

   You can start configuring your Gmail integration.

   Delivery options:

   • Signature: Add a signature to your emails
   • BCC list: Add a list of emails to send emails to

   Limits:

   • Period: Select daily, weekly, or monthly
   • Emails Sent: Select the number of emails you want to send per period

   Event Tracking:

   • Open rates: Track the open rates of your emails
   • Click rates: Track the click rates of your emails

   External Thread Tracking:

   • Stop After: Select the number of days after which you want to stop tracking the thread
3. Check Confirmation Email

   Look for a confirmation email from [e-mail]

   

Outlook Integration

1. Navigate to Integrations
2. Click on Outlook
3. Select your account

1. Grant Permissions

   Click “Accept” to approve the required permissions

   
2. Confirm Integration

   You’ll see Outlook is now integrated and ready for configuration

   

   You can start configuring your Outlook integration.

   Delivery options:

   • Signature: Add a signature to your emails
   • BCC list: Add a list of emails to send emails to

   Limits:

   • Period: Select daily, weekly, or monthly
   • Emails Sent: Select the number of emails you want to send per period

   Event Tracking:

   • Open rates: Track the open rates of your emails
   • Click rates: Track the click rates of your emails

   External Thread Tracking:

   • Stop After: Select the number of days after which you want to stop tracking the thread
3. Check Confirmation Email

   Look for a confirmation email from [e-mail]