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If your email is failing due to dynamic fields not populating, I would recommend first making sure that the dynamic fields are all configured correctly in the template. Then, we always search in toutapp.com for contact information first, so if basic information is not pulling in, I would suggest searching for their email address on the People tab and make sure that the contact has the relevant data
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If your email is failing due to dynamic fields not populating, I would recommend first making sure that the dynamic fields are all configured correctly in the template. Then, we always search in toutapp.com for contact information first, so if basic information is not pulling in, I would suggest searching for their email address on the People tab and make sure that the contact has the relevant data
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When creating a template in Toutapp, we always recommend integrating dynamic fields, using the Tout Dynamic Fields button. This tool is used to auto-personalize your email and save you tons of time by pulling information from the Relationship page on toutapp.com. Here is a catalog of our most commonly used dynamic fields and what they pull into your email! Things to note: If a contact's information is entered incorrectly or is missing from the Relationships page, it will not pull over correctly into your template. The differences between {{company}} and {{company_friendly}} is that {{company_friendly}} will remove any formal title such as Inc., Llc., etc. from the name of your contact's company. When using {{company_friendly}} make sure you separate Inc. or Co. with a comma in the contact details. This is how ToutApp will know what to remove when pulling in the value. You can create your OWN custom dynamic field for anything you'd like to have automatically pulled into your emails. Check out how here​.
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We call these custom fields, and there are two ways to create them: NOTE: After you have created your custom field it can take around 30 minutes for the field to appear in the dynamic field dropdown in your template editor. (1) Saving custom fields for one or a few contacts: (a) Click the name of a contact in Relationships page (b) Then, choose the down button next to "Unsubscribe" and then hit "Edit" (c) Scroll down to the bottom of the edit page. You can then create a name and value for your field. (d) Hit Save (2) Saving custom fields for many contacts: (a) Create a CSV spreadsheet with your custom fields in their own column. (b) Follow the normal CSV upload process, stopping on our field mapping screen. (c) Instead of one of our preset fields, choose Add a new Custom Field from the dropdown. (d) Enter your desired field name and hit Ok (e) Finish uploading your CSV. Your contacts will come through with the added custom field. Now.... how to use your custom fields in a template: Once your custom fields have been stored using the above methods, you'll be able to reference them in your templates. (1)Create a template and click the Dynamic Fields button like you normally would. (2) Select "Custom Fields" from the dropdown that appears (3) You'll see your pre-stored custom fields and be able to select one to fill out in your template. Done!
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Related Articles My Dynamic Fields Won't Fill Out! Why?​ Why We Love The First Name Dynamic Field?​ Why Did My Email Send Without Populating All Dynamic Fields?​ Tout’s dynamic fields are our form of mail merge. We allow you to personalize your email templates with predefined attributes like {{first_name}} or {{company}}. These fields allow you to email multiple contacts and auto-complete these fields without having to type them out separately for each contact. To add a dynamic field to a template, just select the one you'd like to use from the Tout Dynamic Fields button within the 'Edit Template' view page. When emailing contacts who exist in Tout, you can use the basic dynamic fields.  These will pull directly from the contact IF they exist in toutapp.com If you are emailing contacts who exist in Salesforce you can take advantage of the Salesforce dynamic fields.  These all begin with "sfdc".  As long as you have a connection to Salesforce, these fields will call directly to the lead/contact in Salesforce to populate the information in the template: Once you add the Dynamic fields, it can look like this: When I go to send an email to Albus, it would look like: More on how to use dynamic fields here​.
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Dynamic fields will only work when you're using a template . Individual one-off emails that you write won't fill these out. There are 3 types of dynamic fields you will see with ToutApp. These fields include Basic, Custom, and Salesforce. Basic and Custom both look to pull information from ToutApp.com. If the information does not exist in ToutApp.com the fields will be blank. Salesforce fields pull information from Salesforce.com. Troubleshooting Salesforce Fields Salesforce Fields: eg {{sfdc_account_name}} Double-check that it's properly hooked up with Tout. Head over to the Settings page and then click "Manage" next to your CRM. Troubleshooting Basic and Custom Fields ToutApp Basic Fields: eg {{company}} ToutApp Custom Fields: eg {{custom_field_favorite_movie}} You'll need to have the corresponding field saved for your contact in the Relationships page for our dynamic field to reference. For example, if you're sending an email to Mary and using the {{company}} field but her contact record doesn't list a company, we won't be able to fill that out.
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Sure, our app will handle dynamic fields within subject lines. You'll just need to manually copy and paste them into the subject. Make sure you have the proper formatting!
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Tout’s dynamic fields are our form of mail merge. We allow you to personalize your email templates with predefined attributes like {{my_name}} or {{my_title}}. These fields allow you to quickly reference yourself in your email templates. To add a self-referencing dynamic field to a template, just select the one you'd like to use from the "Tout Dynamic Fields" button in the template editor. Before: After:
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The "first_name" and "company" field are the only fields in ToutApp that will look to both ToutApp and Salesforce. What does this mean? If a contact does not exist in ToutApp.com we will look at Salesforce to see if we can find a contact/lead record with a matching email address, then take the information listed in the Salesforce record to populate the field.
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ToutApp will stop your emails from being sent out if we cannot populate all your dynamic fields in the email. However, there are a few exceptions to this rule. Some fields will send out blank or auto-populate a value if we can find one. Below we have listed these fields and how they will react if they cannot populate the field. {{first_name}} = BLANK {{last_name}} =BLANK {{title}} = BLANK {{company}} = "your company" {{friendly_company}} = "your company" NOTE: The {{first_name}} field will look to both ToutApp and Salesforce to attempt to pull information. All other fields in this list are only looking in ToutApp to populate the field.
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