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If you wish to add attachments to your template, go into the Edit Button on the template you wish to add to. Once in the Edit Template screen, click the Attach Files Button above the text editor. Then simply pull in file you wish to add to your template from your computer documents. If you would like your files to be tracked when opened click the Content Button and select a doc, pdf, or ppt file. Once uploaded to a template, these files will be stored in your "ToutApp Content" and you will be able to quickly add them to emails in either your web browser or toutapp.com by clicking the Content button in the compose window.
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With our Campaigns feature when you create a new template, you simply add the "last_email_body" dynamic field to the bottom of your template and that will automatically thread the emails together in the campaign.
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To share a template, open up the template and click the green Share button. This will allow you to share with everyone or a select sub-team you are on. While your template isn't going to move from My Templates to Team Templates in your view, it will appear under Team Templates for your colleagues.
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Templates that have been shared with you will show up under the Team Templates header on the left hand side of the Templates page.
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If your fonts don't match, it's likely due to copy/pasting into the text editor in your template. The best way to avoid this is when you are building the template to always paste with plain text. This will strip out any formatting that is being carried over and allow you to decide the font/size within the editor.
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For right now, 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.
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Type out the text you would like to be hyperlinked Select the text Click on the link button in the editor Enter the URL you wish it to be linked to Click OK
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Yes, we do support HTML: Copy the source code from your emails in MailChimp (or whatever tool you use to create emails in HTML) Hit the source button in your template editor Paste the source code there Hit save If you are seeing the error "Error - to remove the style/java/html tags" this means you have some styling that we do not support.  You should search the Source code for the word style and delete everything in the source code from <style> through </style>
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Unfortunately, adding video content to a template and having it play in-line in the sent message is not available at this time. However, you can insert an inline image (or gif!) in your templates by clicking on the 'Insert Image' button (with the mountain icon) in the edit tools above the text field. One suggestion would be to insert a still image of the intended video, then making that image clickable by highlighting it and clicking the hyperlink icon to input the video URL.
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ToutApp’s Recommended Templates help you get the right messaging while saving you time in the process. This gives you greater flow when sending emails and reduces uncertainty when trying to find the right email for the right person. To get started, go to your Templates tab. Select the template you would like to recommend and click edit. To enable the Recommended Template functionality on your template check, ‘Auto-Suggest this template when’. All vs. Any Now it’s time to select your criteria settings. Select ‘All’ if you would like your template to be recommended when all of the criteria is met.  Select ‘Any’ if you would like your template to be recommended when any one of the criteria is met. In the example below I have selected ‘Any’. Setting Criteria Your criteria is going to set the conditions for which templates will be recommended. You can set a maximum of 3 pieces of criteria. First select the Dynamic Fields you would like to be pointed at in your template. Conditions Now you will want to select your condition. When your conditions for your dynamic field are met then the template will be recommended. You will be able to choose from 4 different conditions. Equals : Value must be an exact match (eg. ToutApp equals ToutApp) Does not Equal : Value must be anything but an exact match (eg. Toutapp does not equal Tout) Contains : Only needs to contain the value (eg. ToutApp Rocks! contains Toutapp) Does Not Contain : The Value must not be in the Dynamic Field (eg. Toutapp Rocks! does not contain Awesome) In the example above if any of the two criteria are met then the template will be recommended. The first criteria states that if the Title contains the abbreviation VP then the template will be recommended. The second piece of criteria states that if the Company name is not ToutApp then it will be recommended. Now remember if the company name was Toutapp Inc then it would not be recommended in this case. Although it does contain ‘ToutApp’, ToutApp Inc is not exactly equal to ToutApp. What A Recommended Template Looks Like Now that your Criteria is set go ahead and save the template. From here, ToutApp will work its magic to surface the best templates for you . For the example below the recipient's title contained VP and the template was recommended. The text in blue will show what criteria was met to recommend this template Now that you have mapped out your first template, it’s time to map out the rest. Go through your most successful templates and recommend them. Don’t forget to share the template with your team as well. Your recommended settings for any templates will also be shared amongst your team.
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If you were invited to join your team on Tout, you should see all of your team's templates under the "Team Templates" header. If that's not the case, then one of two things has happened: Your teammates' templates have not been shared. Please contact your team's administrator to make sure they've clicked the "Share" button. You have not properly been set up on your team's account. To be added, please submit a help ticket here with the following subject line: "Please add [email address] to [domain.com]'s team account". Make sure to CC your team's administrator.
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As you build out your campaign, all you need to do is check the box to create this email as a follow up which will thread your previous email into the next email in the campaign:
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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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ToutApp offers tracking on your attachments (.doc, .ppt and .pdf) so you can see when they've been opened , downloaded , and see what pages your recipient is looking through . We'll allow you to use our trackable attachments feature from both toutapp.com and Gmail or Google Apps. How to send your first trackable attachment: (1) Go to compose an email or edit a template, and click the "Content" button.        (2) Upload your attachment and send it out. We support PDF, Word docs, and Powerpoint presentations. (3) Select "Add to Email" (4) Hit "Send" and fire up your Live Feed. You'll see your recipients as they open and page through your attachments. *If you would not like to track an attachment, simply hit "Attach Files" and this attachment will not be tracked! NOTE: Attachment tracking is only available for our team plans (starting with our g3startup plan)
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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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1) Navigate to the Analytics page 2) Click into the Content button and filter by the desired date range 3) Based on that selected date range, at the top of the page you can see the total number of emails and templates used across your team . Below that, your view is broken up into three sections: (1) Secret Weapon - A template not yet shared across the team that is getting tons of engagement (2) Highest Engagement - A template already shared across the team that is killing it in engagement (3) Lowest Engagement - A template that needs some re-tinkering to its engagement rate (note: this template can either be shared or unshared across the team) From there, you can scroll down and see all templates created across your team based again on their view rates within that selected date range. Here, on an individual template level, you can see: who created it, whether or not it is shared, number of emails it was used with it, and tracking data associated with it (views, clicks and replies).
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Removing a template will cause ALL tracking and analytics around that template to be lost . Sure you want to do this? Okay. If so: Click on the name of the template you would like to remove, then click the trash can icon to remove.
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To create a new category for your templates, click on the plus sign next to Categories: Then once the Create New Cateogry box pops up, add the name of the new category you would like to create . Fill in the template name and then press Create. Once the new template populates, you will see your new category in the left column :
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If you're using one of our team accounts, all of your templates are still private by default. There's a green "Share" button at the top of your template. Click that to share it with the rest of your team.
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