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
- Navigate to Integrations
- Click on Gmail
- Select your account and click “Continue”
Gmail Integration - Step 1
Grant Permissions
Click “Allow” to grant Yess Agent access to your mailbox
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
Check Confirmation Email
Look for a confirmation email from notifications@yess.ai
Outlook Integration
- Navigate to Integrations
- Click on Outlook
- Select your account
Grant Permissions
Click “Accept” to approve the required permissions
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
Check Confirmation Email
Look for a confirmation email from notifications@yess.ai