Toutapp Documents

If you want an image added to your email, click on the mountain icon at the top of your template compose box. From there, you can drag and drop or upload your image: By double-clicking the image, you can edit sizing as well as add a hyperlink: And voila!

Campaigns is a series of multi-channel steps including emails, phone calls, InMail and custom tasks that allows you to streamline your communications with your potential customers and existing customers. Three things are accomplished with Campaigns: Organize: Streamline all your outreach activities in one place for efficient execution Scale: Schedule all your outreach efforts so that you can scale your efforts, minimize manual work and personalize as much as you need Measure: Track the success of all your emails and tasks in one place while automatically logging them into Salesforce. By knowing what is resonating and leading to results, you can consistently test and improve your results How do you set up a Campaign? On the Conversations page, head over to the Campaigns Tab: Then, create a category by clicking on the plus sign next to "Categories" and create a new Campaign by clicking on the 'Create a Campaign" button: Add a campaign name, and then click out of the text field to save. Now, you can add a step to Day One by clicking the "Add a Step" button and choose any of the following step-types: Email, Call, Inmail, or you can create your own Custom Task After you create your first day and step, the "Add a Day" button will activate and you can continue to add as many days and steps as your sales process requires. PLEASE NOTE: "Days" are not the number of days between actions, but the day within the sequence. For example, if your campaign is going to last 7 days, entering '3' means the action will go out on day 3 of 7 - not 3 days later. Make sure you customize scheduling and reply options, such as skipping weekends (which is awesome!) by visiting the Settings Tab for your Campaign: Now it's time to start Adding People to your Campaign!

Great question!  We've built Campaigns 2.0 to be as precise as your process demands it to be. You can either schedule each individual email step of your Campaign to go out at a specific time or choose each subsequent email step to go out at the same time as the first email in your Campaign. All you need to do is choose when you'd like your emails to be sent when you create your Campaign. Here are your options for the first email in your Campaign: Here are your options for all subsequent steps: **If you didn't schedule your first step or need to choose a "Send at" time - you will be asked to choose when your Campaign should be sent, each time you add a person or a group.** Open up the Add to Campaign modal, either by adding individuals, a group, or selected people and click Next: After you click Next, this page will allow you to preview the first email: After hitting Next again, you will be taken to an option for when you want your campaign to go out.  You can either have it start now, or schedule a time for later to begin the campaign: It's just that easy!

Tasks are a powerful tool when sending a campaign to a contact - especially if your Sales process is a multi-channel, multi-touch process. Task to send an Email and Task to Call a contact are the most common uses for Tasks in Campaigns. However you can also make a Task to Inmail a contact on LinkedIn if that is part of your workflow, or finally, you can make a custom task to remind you to invite them to a happy hour, ask about their charity event, or check in after game 5, etc. **The most important thing about Tasks in Campaigns, you have to complete the task in order to trigger the next step** Currently, Tasks will always be associated with each individual in the campaign.  This does mean that you have to go into each person and close the task in order for their individual campaign to proceed. You can manage your tasks in the Tasks 'tab' of your Campaign in Campaigns 2.0 - or manage directly from your Command Center in ToutApp.com, or from the Tasks section of the Live Feed. Additionally, you can also manage your tasks from Salesforce if that suits your workflow more efficiently.

When you are creating a Campaign - you have several options on how your email steps get created in Tout. And, depending on where your email falls in your Campaign - your options also differ. Let us explain: If your first step of the first day in your Campaign, you will have the following options: I will choose when to send this email This option allows you to choose the "Send at" time for the first email in your Campaign when you kick off the Campaign by adding people Send this email at the following time When you kick off your Campaign by adding people to it, Tout will schedule the email for this time. However, you will *always* have the option to choose a new "Send at" time when you are kicking off your Campaign Create a task; I will send this email myself This option will create a Tout Email Task (and sync to Salesforce) that you can send at your convenience Once you've made this selection, when you kick of your Campaign - Tout will queue these tasks up for you in Command Center, as well as the Live Feed. From here, you can personalize and send (or schedule) each email before it goes out. If you open this task in ToutApp.com, it will open a Tout compose window with your contact's email address, the subject line of your email and the template you chose If you open this task in Gmail or Outlook - it will open a native compose window and dynamically populate your contact's email address, the subject line of your email and the template you chose For any subsequent days/steps in your Campaign, you will have the following options: Send this email at the same time as the previous email in this Campaign This option will send this email at the same TIME as the email directly before it. It will still send on the day it is associated with Send this email at the following time When you kick off your Campaign by adding people to it, Tout will schedule the email for this time. However, you will *always* have the option to choose a new "Send at" time when you are kicking off your Campaign Create a task; I will send this email myself This option will create a Tout Email Task (and sync to Salesforce) that you can send at your convenience Once you've made this selection, when you kick of your Campaign - Tout will queue these tasks up for you in Command Center, as well as the Live Feed. From here, you can personalize and send (or schedule) each email before it goes out. If you open this task in ToutApp.com, it will open a Tout compose window with your contact's email address, the subject line of your email and the template you chose If you open this task in Gmail or Outlook - it will open a native compose window and dynamically populate your contact's email address, the subject line of your email and the template you chose Thread this email to the previous email This send option will be a 'follow up' to your previous email and will append the previous email body to the bottom of this email

Changes made to the templates apart of your campaign will ONLY show up if the email has not been created/scheduled yet. Check out the diagram below to see what happens on day one of a three-step campaign. As you can see, once the first email is sent out the following email will be immediately created and scheduled to go out. Any changes made to Email B at this point will not be reflected when it is time to send. You will need to cancel the campaign and rebuild it starting from the updated version of Email B.

Rather than sending an email in a campaign, you have the option to create a Task to remind you to send the email. The great thing about this - is that you can choose when your subsequent emails go out AND you have the opportunity to personalize each individual email before it gets sent out. You'll be able to access this task right from your inbox in Gmail and Outlook, as well as in ToutApp.com and in your Live Feed. To have your email be queued up as an email task, just check the following email task option: When you select this option, the email will show up in your Task bar in Command Center: If you click Email, it will pop out the Template you selected in the Campaign to send to the contact (Tout will also complete your task so your Campaign moves forward): Here's what the task will look like in the Live Feed: And what it looks like in Gmail: