Toutapp Documents

Sort by:
If you are continually getting disconnected: Open your Gmail settings in Tout Click disconnect from Gmail Refresh the page and reconnect If you continue to have trouble - please Contact Support.
View full article
It sounds like you might have accidentally connected your personal Gmail or a colleagues email at some point. To resolve this, go into your settings: https://toutapp.com/next#settings/email-tracking/googleoauth2/configure and disconnect from Gmail?
View full article
Since Tout sits on top of your email account it's easy to accidentally connect to your personal gmail account, so we made it easy to get rid of this erroneous connection.  We can only support one authentication at a time, so it's best just to get rid of the personal gmail account.  Open your Settings and click disconnect from Gmail. Then, refresh the page and click Connect and authenticate with your work email. If you continue to have trouble - please fill out the rest of this form.
View full article
Open your settings: https://toutapp.com/next#settings/email-tracking/googleoauth2/configure and click disconnect from Gmail. Then, refresh the page and click Connect. If you continue to get the email - please fill out the rest of this form.
View full article
For security purposes we have to verify your email address, so we apologize if you didn't get the verification email.  We will need to manually verify your email on our end for you to start using Tout. Please contact Marketo Support and provide the email you need to verify and we will resolve this ASAP.
View full article
To set this up, simply select the checkbox on the right side of the campaign that says "Skip Weekends." This will ensure that you don't have any emails or tasks being scheduled for the weekends and you can follow up in an efficient manner.
View full article
You will want to make sure that your emails meet the following requirements so that your prospect's replies are tracked. Connection with your email server.  You can set up with Gmail or Outlook. Subject Lines must match, any changes to the subject will prevent it from being picked up as a reply They have to reply from the email address you sent the email to, or from a permutation of their first/last name and domain. Learn more about these requirements here.
View full article
When you are sending a Campaign - you have two options on how your emails get created in Tout: Automatically Manually The first option is an "Automatic" email. These emails go out at a specified time and are scheduled and delivered via Tout without you having to lift a finger. The second option is a "Manual" email. A manual email is an email that gets generated in your task list in ToutApp.com for you to send on your own. This email gets generated as a task, so you can be more strategic in your outreach by making sure that you take the time to personalize and edit this email before it lands in your prospect's inbox.
View full article
In order for a task to complete automatically you need to click Call or Email from within the Task. If you are stuck on a task and cannot find it, click on the calendar under Overdue Tasks and change the calendar range. It's possible that the tasks have gone beyond the default view.
View full article
To set this up, go into your Salesforce Settings in toutapp.com and check the box to Sync Tasks. This will allow you to have all your Tout tasks sync over with Salesforce as you mark them completed. The key is you have to complete the task (in Tout or in Salesforce) in order for the campaign to continue.
View full article
Typically there are two reasons that emails are not sending automatically. The most common scenario is that the previous step was not completed. If you have a cadence of Task > Email > Task > Email etc. Make sure you are always completing that task in order to trigger the next email to be sent. The easiest way to check if this is the case is to search for your contact on the People tab and see if they have an open or overdue task associated with them. Another scenario might be that the email actually Failed or Bounced. You can find this the same way by opening their contact information and looking at the activity history and click on the most recent email which will give any errors that might've occurred on sending.
View full article
Typically there are two reasons that campaigns get stuck. The most common scenario is that the previous step was not completed. If you have a cadence of Task > Email > Task > Email etc. Make sure you are always completing that task in order to trigger the next email to be sent. The easiest way to check if this is the case is to search for your contact on the People tab and see if they have an open or overdue task associated with them. Another scenario might be that the email actually Failed or Bounced. You can find this the same way by opening their contact information and looking at the activity history and clicking on the most recent email which will give any errors that might have occurred on sending.
View full article
To change or remove a team member, head over to the Settings page and click Team Management option in the left navigation panel. To Add: To Remove: Make Admin:
View full article
First, Logout of your Tout account Next, click Forgot my password You'll then be guided through the process of resetting your password.
View full article
Yes! Here's how to set this up: Head over to https://toutapp.com/next#identities Click the New Identity button (top, right-hand corner) Fill in the necessary information. Make sure you enter the "Email" field - that one's pretty important! Hit Save Changes. You'll recieve an email shortly asking you to verify your new identity. Click the verification link to finalize the process. Now when you go to send an email in Tout, you can toggle between identities:
View full article
We’ll break down the three different channels you can leverage, how to select them, when to pick one over another, and the nuances around them. Note, this information is only relevant if you are Touting your emails from the ToutApp.com interface. If you are using ToutApp in Gmail or Outlook, your emails will be delivered using those email servers. ToutApp Email Servers (default) By default, this method will be selected for the delivery of your emails. ToutApp email servers are a great option for users who don’t use Gmail or Outlook servers. Additionally, because they are our servers, we have the ability to receive any error messages regarding bounces or failed deliveries, and surface them up to you in the “Failed Deliveries” section of the “Conversations” Tab. Another benefit of using the ToutApp servers, is that when using an Email Identity, the recipient will see the email address of the identity you've created. When using ToutApp servers, your recipients may see a "via toutapp.com" tag. This is their email client letting them know that the email was sent using ToutApp. For more details, check out this Gmail Help article that explains the extra information: Why am I seeing extra information next to the sender’s name? Note that our ToutApp servers do not have a DMARC record that is made available. They cannot be whitelisted on your own servers. Gmail Server If your company's email provider is Gmail, you can leverage your existing account to send out your Touted emails. This is a great option if you want to avoid the "via toutapp.com" information, and you'd prefer to rely on the reputation of your company's domain and deliverability. An additional benefit of using a Gmail server is that anything you send out of ToutApp.com, will automatically be recorded in your Gmail sent folder. We can only properly connect with a single Gmail account (one email address) that will deliver your Touted emails. This means that if you use multiple Email Identities, only the address of the account that we are connected to will appear when looking at the details: In ToutApp.com, your Identity will appear as you have created it (above), however, sending through Gmail servers will show the address of the connected account (below) Another note to make, is that since ToutApp does not directly manage your Gmail servers, we do not record bounced email events in ToutApp.com Custom SMTP Server Pay for your own server? Use a Microsoft Exchange environment? This is an option for you. See these instructions on getting set up. Note that like Gmail Servers, since ToutApp does not directly manage your server, we do not record bounced email events in ToutApp.com.
View full article
When setting up an SMTP server a Master Admin will have the ability to Make this deliverability channel available to all my team members. With the same deliverability method you will only need to punch in your SMTP credentials, and all users will be ready to start sending emails with your own SMTP server. Before checking this box you will want to check with your SMTP provider to see if the same credentials can be used for multiple users. Services like Gmail SMTP and Outlook SMTP do not allow you to establish multiple connections with the same credentials. If you would like to get your users set up with either of these you will want to have each user input their SMTP settings and login credentials on the SMTP configure page. Related Articles How Do I Set Up My Outlook365 SMTP Server With Tout?​
View full article
Enterprise subscriptions now have two Admin types, ‘Master Admin’ and ‘Team Admin’. When anyone is made an admin, Master or Team, they receive an email notification letting them know what this means to them. Master Admin: Has access to everything, including all aspects of the subscription Can add more seats to their subscription Can give/revoke Master Admin access Can give/revoke Team Admin access Can invite new users The only admin who can delete users Can create/delete Teams Can add/remove users to all Teams Can share/unshare all shared templates with all Teams Can share/unshare all shared groups with all Teams Can see ‘Me’ analytics for all reps Team Admin: Has limited access within the bounds of the subscription Can give/revoke Team Admin status Can be admins of multiple Teams Can be an admin of one Team(s) and a user of another Team(s) Can invite new users Cannot delete users, but can request a user’s deletion (sends an email to Master Admin with request) Can add/remove users to their Team(s) Can share/unshare templates with the Team(s) they have admin access to Can share/unshare groups with the Team(s) they have admin access to Can see ‘Me’ analytics for any rep who is on a Team they manage Learn more about Non-Admin permissions here.
View full article
ToutApp supports SSO through the SAML 2.0 specification. However, we don't have direct integrations with any provider at this time . We will need to collect some information from your SSO provider in order to get this setup. Requirements SSO account Metadata.xml from SSO account (issue URL,the endpoint for validation, and a public key) Setup The metadata.xml from your team's SSO instance should contain the issuer URL, the endpoint for validation, and a public key. We will also need the SSO Location for your company's SSO account to be a unique domain. For example, we require a unique subdomain like ‘toutapp.pingidentity.com' or similar. Without this type of unique identifier, we will not be able to set up SAML from the dashboard. One Login and Okta do not always provide unique identifiers when assigning a URL. If you are using Okta or One Login it means we will not be able to set up one login from the dashboard button. We will still be able to set it up from the Single Sign On button on ToutApp.com. Once we have that information, we will work with our engineering team to set this up for your subscription.
View full article