For our customers with Campaigns we have now added the ability to put someone on a campaign from any page. There are three ways you can do it: One person at a time Send to selected people Send to an entire group Let's walk through each one! Just hit Add to Campaign instead of Compose to put a single person onto the campaign. This time, I want to send it to three people so I go into People and select a few contacts. Now, instead of Email Selected people, I click Add Selected to Campaign Finally, you know you want to send the campaign to the entire group, so open the group and just click Add Group to Campaign All of these options will show the Campaign modal which after you click Next, 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!
You can find tasks in your Command Center in toutapp.com. If you don't see the tasks you are looking for, click the Calendar buttons in the open/overdue sections to change the date range to display your tasks. Additionally, you can find the tasks in your Live Feed and for Gmail they will show up in the upper right corner of your inbox.
In order for Tasks to Sync we have to have a Salesforce ID for that contact saved in toutapp.com. Salesforce IDs are added to toutapp.com through Push to Tout . Make sure you have Task Sync checked in your Salesforce Settings . Additionally, deleting a task in Salesforce or skipping the task will not update the tasks properly in both places.
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.
If you click to Call from a Call task, after you make the call your task will auto-complete and trigger the next step in your campaign. If you do not complete the call task, your campaign will not continue.
This is due to the fact that your campaign starts with an email task rather than an email. If it starts with a task it will not show up in the compose window. You will want to go into the campaign and click Edit to switch to the first option to send automatically. This will allow for the email to show up in your compose window. Even though the language says "automatically" you can still schedule it to go out at a different time.
The most common reason that a campaign cannot be started is due to a contact already being on a campaign. To figure this out, search for the person on the People tab and open their contact card. If it shows they are on a campaign, you will either need to remove them yourself or ask the colleague who added them to a campaign to remove them.
To add a Campaign in Outlook, open up a Compose Window. Click into the Campaigns tab on the right side of your compose screen and find the category that has your campaign. Find the campaign you are looking to launch and when you select this, it will send the first email of the campaign and trigger the follow up steps. Note: If you campaign starts with a task, you have to launch this from toutapp.com or Salesforce
To add a Campaign in Gmail, open up a Compose Window. Click into Templatesand find the category that has your campaign. Campaigns will have a yellow lightning bolt to indicate it is a campaign. If you select this, it will send the first email of the campaign and trigger the follow up steps. Note: If you campaign starts with a task, you have to launch this from toutapp.com or Salesforce
Have you checked your Failed Delivery or Bounced folders? Quite often when we hear this you will find the first email in one of these two places. If you find your email there, you will also be able to click into the email to see the reason why the email wasn't delivered. The most common reason we see for the first email failing is that the dynamic fields could not be populated. We would suggest checking both your template and your contact that the dynamic fields are formatted correctly and that your contact has all of the relevant data.
If your emails are Bouncing, I would suggest opening up the Bounced email and checking out the Bounced reason. Unfortunately we don't have a glossary of all the Bounce reasons, but if you Google the reason you will get an explanation for the error message.
You can remove someone from a campaign either within their contact card and by clicking "Remove" next to their active campaign. You can also click the checkbox next to their name, click the actions dropdown and select to Remove from Campaign. You will not be able to remove a contact from a campaign who was put onto the campaign by a colleague.
If your replies are not tracking the first thing you may have a broken Gmail or Microsoft Exchange integration, depending on what Email client you use. If you are using a custom SMTP to send your emails then you might be using an older form of reply tracking that relies on several factors. In order for ToutApp to track a reply accurately when using a custom SMTP server, two things must match up: Email address of the recipient The email address of the recipient must remain unchanged. The recipient must reply using the same email address you addressed the initial email to. For example if you email someone at email@example.com : but they reply as firstname.lastname@example.org , the reply will not track Subject line The subject line has to be consistent. The reply to your email must have the same subject line as the initial email you sent to the recipient. Additionally, tracking will only be applied to the first person in the 'To' field of an email. Instead of sending an email with multiple people in this 'To' field, to get the most accurate tracking on an email, use our Group Email functionality! Reply tracking is currently only available for Gmail and Exchange users!
Presently we cannot delete an entire category or move templates in bulk to a new category. What you can do, is edit each template within the Category to either an existing Category name or a brand new name. This will move all of your existing templates into a different folder. Once the folder is empty, it will disappear. We are working on adding the ability to do this in bulk, but for the time-being this is how you can remove/edit categories.
When sending a Campaign, you have two options on how your emails are created in ToutApp: 1. Automatically 2. Manually The first option is an "Automatic" email. These emails go out at a specified time, 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 is 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 you take the time to personalize and edit the email before it lands in your prospect's inbox.
To re-order the days on the campaign, click the edit icon on the day and change the day # in order to change the order of your steps. You have to always have a day 1, but otherwise can switch them as you like. Warning: be careful not to do the re-ordering while you have campaigns in flight. If you change the order it will affect all campaigns, which means some emails could potentially not be sent in the correct order. Be sure to remove everyone from the campaign before changing the order
Unfortunately we don't have a way to pause a campaign over the holidays. My best suggestion would be to go into your scheduled folder and do a bulk reschedule by selecting the checkbox at the top of the Scheduled page and select the dropdown next to "Send Followup" and click "Change scheduled time" From here you can change the time for all of the outgoing emails and this will allow you to delay the sending of the campaigns until after the holidays, and thus 'pause' the campaign.
We wouldn't recommend changing a campaign that is currently in flight. We would recommend canceling the current campaign that is running and restart it with the new flow. However, if you do, keep in mind that once you have sent Email #1, Email #2 has been created and scheduled. If you want to change Email #2, you will need to cancel the campaign. If you want to change Email #3, you will be able to edit this since it hasn't been created yet. Still need help? Click contact support and share with us your questions! Questions: What is the name of the campaign you are working on? What is an email address of a contact receiving this campaign? Which steps are you looking to change?
In order to delete a campaign you have to remove all contacts who have been on this campaign. The easiest way to find this is to go into your Sent Folder and filter back to the time period you sent the campaign by clicking View Options. The select all and use the bulk actions dropdown arrow to remove them all from the campaign. You can also remove contacts from Overdue Tasks in the Command Center if they are not appearing in the Sent folder. Click on the Calendar button and filter back to when you added contacts to the campaign in order to display the tasks. If you still have trouble, please contact Support.