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.
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.
Before we can activate your trial we want to ensure we can confirm your identity and determine your eligibility to use ToutApp. Could you continue through this form to provide us with some additional information?
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.
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.
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.
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!
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.
If you are experiencing trouble logging into Outlook, be sure to log out and then reset your password . If you are entering your correct credentials and it won't log you in, please click contact Support so we can get this resolved.
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.
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:
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.
To get reconnected with Salesforce: Go to your Salesforce settings Click Disconnect from Salesforce Refresh the page and reconnect Give it about 20 minutes to fully reconnect and then you should be all set!
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.