Onboarding With Yespo

We prepared a list of the basic uses to make your start easier.

Steps to Getting Set Up

I. Getting started

Create your Yespo account and set up automatic adding and updating of contacts’ data.

Step 1. Creating an account

Sign up and set up multi-factor authentication.

Step 2. Importing current contacts

Upload emails, phone numbers, and mobile push tokens via API, or emails and phone numbers — manually.

Step 3. Collecting new contact data

Add a code to your database storage to send requests to Yespo when new contact data is created or updated on your side.

Step 4. Installing widgets on your site

Set up subscriber data collection through Yespo’s built-in forms.

II. Email settings

Create your first email campaign.

Step 1. Domain verification and adding senders

Set up domain records and a sender name.

Step 2. Creating email

Take advantage of our rich template editor features.

III. Automation

Set up event-based triggered workflows and build auto-updating target segments for your marketing campaigns.

Step 1. Creating segments

Build static and dynamic segments for promo and triggered campaigns.

Step 2. Building workflows

Compose journey maps to engage your subscribers and move them through your sales funnel.

Step 3. Streaming events

Use events for creating automated campaigns, segmentation, personalization, and analytics.

IV. Setting up web tracking and uploading a product feed for triggers and product recommendations

Web tracking is a technology that collects user behavior data on your website.

Step 1. Installing web tracking script and uploading product feed

Copy the script in your account and add it to the page code before the closing tag on every website page. Then upload your product feed to the Yespo account.

Step 2. Sending events with user behavior data

Use Java Script Requests to create personalized product recommendations for the site and your messages.

Step 3. Setting product recommendations

• for the website

• for email

• for mobile app

Оmnichannel

Implement omnichannel communication to boost sales. Create campaigns and combine all channels in one platform:

• Mobile push messages. Retain your mobile app users and give a boost to the ROI of your mobile app

• SMS is easy to implement and works excellent for urgent updates, reminders and hot sales.

• Viber differs from SMS in larger text volumes, and the ability to add images and active links.

• In-app messages are displayed in the application during an active user session.

• With web push notifications, everyone sees your offer! These messages appear right on the browser, even if your website is closed.

• App Inbox messages combine the benefits of mobile and web push notifications. It allows you to deliver rich, personalized content to users directly on your site or app.

Manage them and optimize the process by connecting the most appropriate channel for each situation. The more relevant channels you use in your cross-channel strategy, the more effectively each channel will perform.