Toutapp Documents

To create a new template simply click on the blue + New Template button. Choose a Category and add a name for your email template and click Create. In the new Edit Template window choose the subject line you want your recipients to see when you send this message and type the desired message. You can edit the font, font size, font color, page orientation, and add bullet points by selecting the buttons above the text box. Pro Tip: always make sure to type text directly into the template instead of copying and pasting to avoid formatting irregularities.

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​.

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!

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)

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:

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:

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.

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!

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.

To add these auto-unsubscribes to a Template, you can click into the Template->'Edit' and choose the option to append either the auto-unsubscribe, auto-block unsubscribe, or both! Once these selections have been saved, they will be auto-appended below your signature whenever you send emails with this template. NOTE: To adjust how these unsubscribes appear, you can click into the 'Timezones & Unsubscribes' tab within the 'Settings' page!

The size limit for either the 'Content' and 'Attach Files' buttons is 5 megabites.