First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Managing Users
Owners of Yespo organizations can invite or block managers and manage their access rights to account capabilities and information in it.
List of Account Roles
- Admin: access to all account features with the right to add, block, and delete users and manage their roles.
- Marketer: access to all account features without user management rights.
- Marketer without contacts export: access to all account features without the rights to manage users and export contacts.
- Marketer [no view and export contacts data]: access to all account features without the right to export and view emails and phone numbers.
- Designer: access to create, edit, and delete messages and workflows.
- Content Creator: access to create, edit, delete, and send messages.
- Auditor: access to view the account without the right to edit, delete, and export.
Note
Inviting users is only available in accounts with activated multi-factor authentication.
Inviting a New User
1. Log in to your account using administrator credentials.
2. Go to settings → Users and click the Invite user button.
3. Enter the user's email and select a role (for example, Marketer). Optionally, add the name and surname of the invitee at the bottom of the page. Click Invite.
4. The invited user will receive an email with a link to activate their account.
5. By clicking on the link from the email, the user will go to a registration page.
6. After this, the invited user will be activated in the provided role and appear in the Users tab.
Note
- You can invite a maximum of 5 users during the day.
- The maximum number of users added to an organization is 20 (these can be users with different roles).
- One email can be a log in for only one account. If the email is registered in another organization, it must be deleted from the previous one to transfer it to a new account.
Blocking / Deleting a User
To block a user, click the lock icon in the user's line in the general list.
You can block a user permanently or temporarily, for example, during an employee’s vacation.
If the administrator blocks a user, access will be instantly closed, and the system will log out this user, even if they are currently working in the system. The administrator can remove all types of locks at any time.
To delete a user, click the ellipsis at the end of the line.
If you delete a user, you will not be able to restore it, but you will be able to create it again.
