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.

The Basics

What is Yespo

Understand key insights and features of our CDP

Quick-start guide

Begin your journey with essential steps

Use Cases

Abandoned cart workflow

Learn how to set up and manage an abandoned cart workflow

Abandoned view workflow

Set up and launch an abandoned view workflow

Product recommendations on the site

Guidelines for creating recommendation blocks to make your site more engaging

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

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