Toutapp Documents

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In order to add a Template or Campaign to an email, open up a new Compose window. You will see your Templates and Campaigns on the right hand side. The "Categories" drop down act as folders for your messaging, so click the drop down to access the correct category. To add a template, click on Template and select the template you would like to send. If adding a campaign, you will want to click the Campaign tab instead. If you just added/edited your messaging in toutapp.com, make sure to click the "Refresh" button to ensure that you are pulling in the most recent version.
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In order to add trackable content to your emails, open up a new Compose window. Instead of using the "Attach File" button, which will attach the file externally to the email, click on "Content". If you have previously added content, you will see those files, and if not, click "Upload" to upload a new piece of content from your computer. Note that the file will be placed where your cursor is within the email, and that you must click "Tout It" when sending the email in order to track the content within your live feed.
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Add Email to Salesforce allows you to push any emails you receive in gmail to your Salesforce account. We do the look up based on the sender of the email, so we can currently only use this button for emails you received - and not emails you sent. We are working on changing the functionality to allow to log emails you have already sent, but in the meantime, if it didn't automatically log when sent, or show up in your failed activities in the activity log you can forward it to your Salesforce BCC email address.
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If you are sending through your own Server, your server is going to have limitations for the number of emails you can send simultaneously. When sending through Tout, you have the ability to send many emails, but we will try to send them at the same time, so if you are aware that your server is going to cut you off at 100 emails per minute, you will need to only sending up to 100 emails through toutapp.com otherwise the emails can land here due to the emails being throttled in your server.
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This means that we were unable to authenticate the connection to your SMTP server. Most likely, your password had changes recently and you just need to authenticate your new credentials. To do this, go to your [SMTP Settings](https://toutapp.com/next#settings/email-servers/smtp/configure) where you should see the same error message. Update your credentials and hit Authenticate and Save to see a confirmation message. Go into your Failed Deliveries to try resending those emails.
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If you see an email in your Failed Delivery folder saying "campaign has ended" this means that this particular email was a scheduled email in your campaign. It is failed, because either the email before bounced, or a contact replied and ended the campaign, or the campaign was ended manually. We are looking to remove these email from your failed delivery folder to prevent clutter in this folder.
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When you schedule an email in gmail it is supposed to save your email in the drafts folder until it sends. Nothing has gone wrong, but due to how we integrate with gmail this is a restriction of the scheduled emails that they have to stay in the drafts folder. After it hits the scheduled time, they will move from drafts to Sent. You can see the email has been scheduled within toutapp.com and it should also have the label Tout Scheduled Email. Alternatively you can schedule from toutapp.com and they won't show up in your drafts in gmail.
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Typically when an error is thrown from toutapp.com it is due to an issue with the formatting of your email or the dynamic fields. Make sure everything is populating correctly in the compose window before trying to Send again.
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When sending from the Outlook or Gmail the most common reason for an email throwing an error is that you are not on the most up to date version of Tout. To check this, in Outlook go to ToutApp > Options > Check for Updates and in Gmail, open your Chrome extensions, and update them there. If this doesn't resolve it - try clearing your cache and history and give it another shot.
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As a company, we work very hard to ensure that our deliverability rates remain high. Still, though, there are certain user behaviors that can trigger emails being sent to the spam folder. Here's what we recommend: Keep your emails short and informal and paste your templates as an email you've written before. Make sure you have a fully completed email signature with a physical address. Use Google or Outlook to send your emails, or set up an SMTP to deliver messages through your own servers.
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Make sure that the custom activity fields Tout provides are visible/editable in Salesforce. If you have installed the fields but they are not populating their might be Field Level Security preventing information from populating, contact Your Salesforce Admin. Learn more about Salesforce FAQ Field Level Security
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ToutApp needs the Contact you are emailing to be associated with the Opportunity via the Contact Role section in order to log against the Opportunity. Make sure your Salesforce Contact is listed there. Questions: What is the email address of the email that didn't log to the Opportunity?
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If you notice that your emails are not logging to Salesforce via API you will want to check two places. First, look at how you are configured to log emails to Salesforce here: https://toutapp.com/next#settings/crm/salesforce/configure Second, check to see if the email failed to log on your Salesforce Activity page in ToutApp: https://toutapp.com/next#settings/crm/salesforce/activity. Remember that ToutApp will not create a Lead/Contact record for you in Salesforce. If you are not seeing emails log, make sure you have a record in Salesforce with a matching email address.
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If there are any issues with your My Email to Salesforce settings or validity of the email then the email might not log using your BCC address. We recommend switching your settings to log via API. Using the API you get more control over the deliverability, and we will never lose an email based on your settings.
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The "Add Email to Salesforce" button allows you to push any emails you receive in your inbox to your Salesforce account from Outlook or Gmail. We do the look up based on the sender of the email, so we can currently only use this button for emails you received - and not emails you sent. We are working on changing the functionality to allow to log emails you have already sent, but in the meantime, if it didn't automatically log when sent, or show up in your failed activities in the activity log you can forward it to your Salesforce BCC email address​.
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If you are sending through your own Server, your server is going to have limitations for the number of emails you can send simultaneously. When sending through Tout, you have the ability to send many emails, but we will try to send them at the same time. If you are aware that your server is going to cut you off at 100 emails per minute, you will need to only send up to 100 emails through toutapp.com otherwise the emails can land here due to the emails being throttled by your server.
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If are sending through your own Server, your server is going to have limitations for the number of emails you can send simultaneously. When sending through Tout, you have the ability to send many emails, but we will try to send them at the same time, so if you are aware that your server is going to cut you off at 100 emails per minute, you will need to only send 100 emails through toutapp.com at once. Otherwise, the emails can land your Failed Delivery folder, because they are being throttled by your email delivery provider.
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ToutApp tries to stagger delivery through gmail in response to Gmail servers slowing down when sending your emails and is done in an effort to prevent Gmail from freezing your account. Unfortunately, once Gmail freezes your account, you will not be able to send out any emails until your account is unfrozen.  Learn more about Gmail throttling rules here.
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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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