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Toutapp Documents

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How Do I Set Up the Marketo Integration?

ToutApp gives you the ability to integrate with Marketo so that information about your sent emails are pushed into the Activity Log of a lead. It is important to note a couple things before you start going hog-wild with logging information to Marketo. Requirements Your Marketo Admin Munchkin Account ID Marketo Munckin API Private Key Note: If you would like to get this integration setup for your whole team, let us know and we can put that in place once you have set it up for one user. Provide us with the email address of the user who has it in place and we can begin the process for setting it up for your entire team. Setup 1) Sign into Marketo.com and click on Admin 2) Click on Munchkin 3) Copy the Munchkin ID. This is your Marketo Account ID. You will need this for step 8. 4) Click Edit under API configuration 5) Click the checkbox next to Enable Munchkin API 6) Copy the API Private Key this is your Marketo Secret Key ID. You will need this for step 9. 7) Click Save 😎 Head to the Marketo set up page on ToutApp.com: https://toutapp.com/next#settings/crm 9) Paste Marketo Account ID 10) Paste API Private Key 11) Click Save Changes. You will see that the settings are saved successfully and you are ready to log your Tout activity to Marketo!
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‎07-26-2017 02:10 PM

Error when I log in

Are you logging in using Gmail?  If so, could you try re-authenticating your account and if that doesn't do the trick please contact Support and provide the error message.
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‎09-01-2017 01:02 PM

New contacts aren't adding to Salesforce from Niko

Niko is scheduled to have a complete make over in the coming months. We will be including a fix for this feature at this time. Thank you for your patience!
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‎09-06-2017 12:54 PM

Add "Email with Tout"

To add this button to your Salesforce instance, edit the Page layout for Lead/Contact/Account. Select the section for Buttons and grab the Email with Tout button and drag it down into the Custom Buttons section of the Details.
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‎09-06-2017 11:19 AM

Why don't the fonts match?

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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‎09-04-2017 10:25 PM

What's the difference between Content and an Attachment?

When you upload Content we are able to track not only the click, but we can track which page your contact is reading. If you upload an attachment, we can only track the click and lose visibility into the page by page activity.
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‎09-04-2017 10:15 PM

How do I add the extension?

You can install the Tout Chrome extension from here. If you still don't see Tout in Chrome, you may need to update your extension, go into your Chrome Extensions and make sure that you are on the latest version of Tout. If it is not up-to-date, click "Update extensions now". Once that's done, you may need to clear your cache and restart your browser.
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‎09-01-2017 02:24 PM

My SMTP Server Throttled My Emails

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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‎09-01-2017 01:52 PM

Call Task

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.
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‎09-01-2017 12:54 PM

Tasks not completing

In order for a task to complete automatically you need to click Call or Email from within the Task. If you are stuck on a task and cannot find it, click on the calendar under Overdue Tasks and change the calendar range. It's possible that the tasks have gone beyond the default view.
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‎09-01-2017 10:44 AM

Does ToutApp Have an iPhone or Android App?

ToutApp does not offer an iPhone or Android App for its users. The best way to get updates from ToutApp is through a Chrome browser on a PC or Mac. We know how excited some of you are to start checking your ToutApp updates on the go.Right now we are working on tons of exciting features and improvements that are going to rock your socks off, but have not yet slotted a time for a mobile application. Sorry that we can't get a phone application to you sooner. If you are an iPhone user you can save your Live Feed to your desktop as a possible workaround. Open Safari Go to ToutApp.com/login Sign in. Open your live feed Click Save button at the bottom of your browser Add to Homescreen. Once you launch the icon for your Live Feed you may need to use two fingers to zoom in to increase the size of the font.
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‎07-26-2017 02:22 PM

How Do I Turn Off Niko?

To turn off Niko, you can click into the blue 'tout envelope' at the top right of your browser and uncheck the 'Show Niko As I Browse Web Pages' box. Once you refresh your page, you should be all set!
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‎07-26-2017 02:18 PM

How can I whitelist ToutApp on my server?

We wish we could provide you with one static IP address. We are deployed into the cloud and utilize over 200 servers to process emails and user requests. Unfortunately, at this point, it would be difficult to give you a single IP address to whitelist. We could give you a pretty expansive range, but I'm afraid that is not going to be any more secure for you.
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‎07-25-2017 06:11 PM

Add "Call with Tout"

To add this button to your Salesforce instance, edit the Page layout for Lead/Contact/Account. Select the section for Buttons and grab the Call with Tout button and drag it down into the Custom Buttons section of the Details.
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‎09-06-2017 11:19 AM

How do I remove Niko?

To turn off Niko, click into the blue 'tout envelope' at the top right of your browser. Uncheck the box that says, "Show Niko as I Browse Web Pages." Then refresh your page and say "Good-bye Niko."
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‎09-06-2017 12:54 PM

Tasks in Live Feed

If you don't see the tasks you are looking for in your live feed, you will be able to find them in your Command Center in toutapp.com. Click the "Calendar" buttons in the overdue section to change the date range to display your tasks that are not showing up in the live feed.
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‎09-04-2017 10:12 PM

Adding Identity

To add an additional identity to your account, open up your Signatures and Email Identities Setting and click to add New Identity.  Then when you are sending emails from the compose window, you can toggle between the identities in the From field.
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‎09-01-2017 11:43 AM

Problems with scheduling

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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‎09-01-2017 02:30 PM

Gmail throttled my emails

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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‎09-01-2017 01:51 PM

Sent to the Billing Page

If you have already paid for your account you may have signed in with a different email address. Make sure you are signing in with the email address associated with your Billing (make sure it's your company vs. personal). If you are having trouble getting out of the billing page, try clearing your cache/history to get signed out, and then sign back in with the other email address.
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‎09-01-2017 01:07 PM
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