Security and Compliance

Onboarding With Yespo

Read the guide to the main sections of Yespo to launch marketing activities in favor of your business as quickly and easily as possible. We'll walk you through all the settings step by step.

Ready to Get Started?

Let's move on to specific tasks.

Set Up Your Account

Set up account

Enable MFA

Set up multi-factor authentication to provide an additional security layer to your account.

Enable MFA

Set different account access levels

Distribute access rights among users in your organization, such as admin, marketer, designer, or auditor.

Add Contact Data

Add contact data

Import existing contacts

Upload contact data using the API or manually.

Before importing an email database, check its validity and security — because of mailings to invalid addresses, your domain may end up on black lists.

Automate the transfer of new contact information

Send API requests to Yespo when contact data is created or updated on your end to keep them up to date at all times.

Set Up Email Channel

Set up email

Verify your domain

Make DNS records and add the sender name to improve your emails' delivery and open rates.


Create a template

Take advantage of the powerful capabilities of our template editor to create high-quality and attractive email content.


You can also contact our support team to order a new template or adapt an existing one if you are switching to Yespo from another system.

Automate Processes

Build segments

Prepare static and dynamic segments for behavioral targeting campaigns.

Create workflows

Create workflows

Map out your customer journey to attract subscribers and move them through your sales funnel efficiently.

Track events

Track events

Use events to trigger automated messaging, segmentation, personalization, and business process analytics.

Set up the transfer of order data

Set up the transfer of order data

Order tracking allows you to create transactional message series and segment based on purchase data.

Organize Web Tracking

Install the script and download the product feed

Copy the tracking script in your Yespo account and add it to the code on each page of your site. After that, upload your product feed to your Yespo account. This way you will have access to data about any user actions on your site.


Send events with behavioral data

Use JavaScript requests to transmit event data to Yespo and incorporate them into marketing campaigns.


Set up AI-powered product recommendations

Recommendations provide a personalized experience for each user, which helps build loyalty and increase sales.

Use recommendations

Install Widgets

Install widgets

Create a widget

Attract new subscribers using different types of Yespo widgets.


Define actions after filling the widget

Set up DOI and onboarding workflows to get newcomers interested in engaging with your brand.


Set calling rules

Use flexible widget display options to extend site visit time.

Implement Omnichannel Campaigns

Organize communications to increase sales and expand your audience — create campaigns and combine all channels on one platform:

Mobile push messages

Mobile push messages. Retain your mobile app users and increase ROI.


The SMS channel is easy to implement and works excellent for time-sensitive announcements, reminders, and sales.


The Viber channel differs from SMS in its large text volumes and the ability to add images and active links.


In-App notifications are displayed in an app during an active user session.

Web push

Thanks to web pushes, your offer will be seen by the broadest possible audience: these messages appear directly in the browser, even if your website is closed at that moment.

App Inbox

App Inbox notifications combine the advantages of mobile and web push messages. With their help, you can deliver a variety of personalized content to users directly to their accounts or apps.

Omnichannel comunication

Manage all these channels within one platform and choose the most appropriate tool for each specific situation. The more relevant channels you use in your omnichannel strategy, the more effective each one will be.

Test the system

Test the System for Free

During the trial period, you can

  • Send 2500 emails and 10 SMS
  • Install most types of widgets on the site
  • Use any of the seven basic automated campaign workflows and create your own
  • Apply all analytical tools


We are always here to answer any questions you may have and help with setup.

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