Onboarding With Yespo
Welcome to Yespo! Our detailed guides will walk you through each step of the CRM setup process so you can quickly start using it and gain maximum benefit for your business.
Contact support if you need any assistance.
Getting Started for Marketers
Set up your account
Step-by-step instructions for setting up a new Yespo account
Add contact data
Learn how to import your contact base to Yespo
Set up Email channel
Make everything ready for sending emails
Create segments
Learn how to enhance the efficiency of campaigns and improve interaction with the audience
Build and use workflows
Automate sending messages tailored for a particular marketing purpose
Set up omnichannel communications
Set up different channels to communicate with your contacts
Getting Started for Developers
Set up DNS records for sending emails
Guidelines for setting up digital signatures
Set up web-tracking
How to install the web tracking script and make your communications more personalized
Product Feed
Requirements to product data feeds and steps for their uploading
Automate order transfer
Learn how to automate the order-related processes
Integrate mobile SDK
Guidance on integrating Yespo mobile SDK into your app for enhanced functionality