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.
To add an additional identity to your account, open up your Signatures and Email Identities Setting and click to add New Identity . Then when you are sending emails from the compose window, you can toggle between the identities in the From field.
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.
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.
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.
Adding team members is quick and easy! Go to Team Management in your Settings Click on Invite new member Enter the email addresses of the individuals you'd like to add. Select the team or teams that you would like to add the team members to. By default, any individual that is added will be on the "Everyone" team. Click Invite and you're all set! Out of seats? You can purchase more seats simply by clicking Add more seats: Choose how many seats you want to add, and it will automatically notify us to adjust your account accordingly!
This Admin Settings tab will allow the Admin on any account to both see their team's settings (in regards to plan limits) as well as mass control the way their team's email are logged into Salesforce. If you select the checkbox next to 'Override all Salesforce sync settings for my team', you will see the option to either only allow logging via BCC or only via API If you choose this API logging, all settings that are selected for Opportunities, Leads, Contacts will be set for the entire team once you hit 'Save Changes' From here, you will also be able to mass-enable Opportunities and Task sync across the team NOTE: Mass-enabling these settings will use a high number of API calls across your team's Salesforce settings
We want emailing from Tout to feel like a seamless experience from emailing from your own email client. One way to do this, is to edit your email signature: Head into the Settings page on toutapp.com Select Signature and Email Identities on the left hand side tab Here we give you the option to fill in the designated fields and we will populate this signature for you or you can customize the signature listed here via Customize Signature Template If you want an image added to your email, click on the mountain icon at the top of your text editor. From there, you can select the image either "Select files from your computer" or drag the file from your computer. Wait for the image to upload and select Insert to add the image to your signature. And voila! The signature listed here will auto populate anytime you are sending an email from toutapp.com using the ToutApp compose screen. Make sure your signature here looks similar to the signature listed in your emailing client!
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.
Non-Admin User Permissions Cannot view ‘Team Management’ page Relationships Page Users can share groups with everyone Users can share groups with just the Teams they belong to When a user is deleted, their shared contacts transfer ownership to the Master Admin who deleted the user Templates Page: Users can share templates with everyone Users can share templates with just the Teams they belong to When a user is removed from a Team, their templates are unshared with that Team When a user is deleted from a Team their templates transfer ownership to the Master Admin who deleted the user Analytics: Users can still see Team analytics Users can drill into just the Teams they belong to Users can look at their own analytics Sales Beat - Next and Live Feed: Users can view the ‘everyone’ view Users can filter by the Team(s) they belong to User can share posts with everyone Users can share posts with just the Team(s) they belong to
Make sure to double-check your spam folder, just in case! If you're not finding our email there, please send a message to firstname.lastname@example.org . Make sure that : You are sending this email from the account you'd like to be verified You say in the subject of your email: "Please verify [email address] for [account email address]"
If your Exchange server does not have Autodiscover enabled, then the initial connection attempt will fail, and you'll see an additional field appear on the page in ToutApp called 'Exchange Server URL' and Exchange Version. Here, please enter the direct URL for your company's Exchange server. This will typically be something like ' https://mail.yourcompany.com/EWS/Exchange.asmx ', but please verify with your IT team if you're unsure what to enter here.
Adding team members is quick and easy! Your account Admin should: Go to Team Management in your Settings Click on Invite new member Enter the email addresses of the individuals you'd like to add. Select the team or teams that you would like to add the team members to. Click Invite.
The activity log keeps a record of email that failed to log to Salesforce. It will only capture faield emails when logging through our API integration with Salesforce. You can retry logging these emails with the retry button.