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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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This is due to the fact that your campaign starts with an email task rather than an email. If it starts with a task it will not show up in the compose window. You will want to go into the campaign and click Edit to switch to the first option to send automatically. This will allow for the email to show up in your compose window. Even though the language says "automatically" you can still schedule it to go out at a different time.
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The most common reason that a campaign cannot be started is due to a contact already being on a campaign. To figure this out, search for the person on the People tab and open their contact card. If it shows they are on a campaign, you will either need to remove them yourself or ask the colleague who added them to a campaign to remove them.
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To add a Campaign in Outlook, open up a Compose Window.  Click into the Campaigns tab on the right side of your compose screen and find the category that has your campaign.  Find the campaign you are looking to launch and when you select this, it will send the first email of the campaign and trigger the follow up steps. Note: If you campaign starts with a task, you have to launch this from toutapp.com or Salesforce
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Changes made to the templates apart of your campaign will ONLY show up if the email has not been created/scheduled yet. Check out the diagram below to see what happens on day one of a three-step campaign. As you can see, once the first email is sent out the following email will be immediately created and scheduled to go out. Any changes made to Email B at this point will not be reflected when it is time to send. You will need to cancel the campaign and rebuild it starting from the updated version of Email B.
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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!
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Great question!  We've built Campaigns 2.0 to be as precise as your process demands it to be. You can either schedule each individual email step of your Campaign to go out at a specific time or choose each subsequent email step to go out at the same time as the first email in your Campaign. All you need to do is choose when you'd like your emails to be sent when you create your Campaign. Here are your options for the first email in your Campaign: Here are your options for all subsequent steps: **If you didn't schedule your first step or need to choose a "Send at" time - you will be asked to choose when your Campaign should be sent, each time you add a person or a group.** Open up the Add to Campaign modal, either by adding individuals, a group, or selected people and click Next: After you click Next, this page will allow you to preview the first email: After hitting Next again, you will be taken to an option for when you want your campaign to go out.  You can either have it start now, or schedule a time for later to begin the campaign: It's just that easy!
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If you wish to remove a large number of contacts from a campaign at once, you can go into your sent folder and select contacts from there to remove from the campaign with the filter set to "All" to capture anyone who has received a campaign: Or, you can go directly to the Campaign they are on and remove them in bulk, like so:
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You can automatically end a Campaign when a recipient replies. And, you can choose to have that mark the Campaign as a 'success' for that recipient. To set this up, after you have created your campaign simply check the Unsubscribe boxes in the Settings portion of the Campaigns tab: Both of these options will end the campaign and your recipient will not receive any more emails from you. And, you must have reply tracking for this to work. Additionally - you can remove someone or a few people directly from the people section of your Campaign: Lastly, you can remove someone from a Campaign in their group in the People tab of ToutApp.com:
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Rather than sending an email in a campaign, you have the option to create a Task to remind you to send the email. The great thing about this - is that you can choose when your subsequent emails go out AND you have the opportunity to personalize each individual email before it gets sent out. You'll be able to access this task right from your inbox in Gmail and Outlook, as well as in ToutApp.com and in your Live Feed. To have your email be queued up as an email task, just check the following email task option: When you select this option, the email will show up in your Task bar in Command Center: If you click Email, it will pop out the Template you selected in the Campaign to send to the contact (Tout will also complete your task so your Campaign moves forward): Here's what the task will look like in the Live Feed: And what it looks like in Gmail:
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If your strategy is to call customers to follow up on emails, or start with a call, and follow up with an email, Call Tasks are going to be super useful for you. First, build out your campaign to include a call task: After you launch this Campaign to someone, you will see the Call task in your Command Center: When you click Call it will open Tout Phone with the contact's phone number populated: After you make the call, your Call Task will be automatically marked as complete to proceed through the campaign.
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When you are creating a Campaign - you have several options on how your email steps get created in Tout. And, depending on where your email falls in your Campaign - your options also differ. Let us explain: If your first step of the first day in your Campaign, you will have the following options: I will choose when to send this email This option allows you to choose the "Send at" time for the first email in your Campaign when you kick off the Campaign by adding people Send this email at the following time When you kick off your Campaign by adding people to it, Tout will schedule the email for this time. However, you will *always* have the option to choose a new "Send at" time when you are kicking off your Campaign Create a task; I will send this email myself This option will create a Tout Email Task (and sync to Salesforce) that you can send at your convenience Once you've made this selection, when you kick of your Campaign - Tout will queue these tasks up for you in Command Center, as well as the Live Feed. From here, you can personalize and send (or schedule) each email before it goes out. If you open this task in ToutApp.com, it will open a Tout compose window with your contact's email address, the subject line of your email and the template you chose If you open this task in Gmail or Outlook - it will open a native compose window and dynamically populate your contact's email address, the subject line of your email and the template you chose For any subsequent days/steps in your Campaign, you will have the following options: Send this email at the same time as the previous email in this Campaign This option will send this email at the same TIME as the email directly before it. It will still send on the day it is associated with Send this email at the following time When you kick off your Campaign by adding people to it, Tout will schedule the email for this time. However, you will *always* have the option to choose a new "Send at" time when you are kicking off your Campaign Create a task; I will send this email myself This option will create a Tout Email Task (and sync to Salesforce) that you can send at your convenience Once you've made this selection, when you kick of your Campaign - Tout will queue these tasks up for you in Command Center, as well as the Live Feed. From here, you can personalize and send (or schedule) each email before it goes out. If you open this task in ToutApp.com, it will open a Tout compose window with your contact's email address, the subject line of your email and the template you chose If you open this task in Gmail or Outlook - it will open a native compose window and dynamically populate your contact's email address, the subject line of your email and the template you chose Thread this email to the previous email This send option will be a 'follow up' to your previous email and will append the previous email body to the bottom of this email
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For our customers with Campaigns we have now added the ability to put someone on a campaign from any page. There are three ways you can do it: One person at a time Send to selected people Send to an entire group Let's walk through each one! Just hit Add to Campaign instead of Compose to put a single person onto the campaign. This time, I want to send it to three people so I go into People and select a few contacts. Now, instead of Email Selected people, I click Add Selected to Campaign Finally, you know you want to send the campaign to the entire group, so open the group and just click Add Group to Campaign All of these options will show the Campaign modal which after you click Next, will allow you to preview the first email: After hitting Next again, you will be taken to an option for when you want your campaign to go out.  You can either have it start now, or schedule a time for later to begin the campaign: It's just that easy!
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When automating a campaign, you probably don't want your emails to go out on a Saturday or Sunday, so we have added the ability to skip weekends.  To set this up, simply select the Skip Weekends checkbox in the General settings card in your Campaigns tab. Now you ask - how does that work exactly? Without skip weekends, your emails are going to be scheduled based on a regular 7-day week like so: However, with Skip Weekends turned on, you go to a 5 day week, and we do not count the weekends: This allows you to ensure that you don't have any emails or tasks being scheduled for the weekends and you can follow up in an efficient manner.
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Campaigns is a series of multi-channel steps including emails, phone calls, InMail and custom tasks that allows you to streamline your communications with your potential customers and existing customers. Three things are accomplished with Campaigns: Organize: Streamline all your outreach activities in one place for efficient execution Scale: Schedule all your outreach efforts so that you can scale your efforts, minimize manual work and personalize as much as you need Measure: Track the success of all your emails and tasks in one place while automatically logging them into Salesforce. By knowing what is resonating and leading to results, you can consistently test and improve your results How do you set up a Campaign? On the Conversations page, head over to the Campaigns Tab: Then, create a category by clicking on the plus sign next to "Categories" and create a new Campaign by clicking on the 'Create a Campaign" button: Add a campaign name, and then click out of the text field to save. Now, you can add a step to Day One by clicking the "Add a Step" button and choose any of the following step-types: Email, Call, Inmail, or you can create your own Custom Task After you create your first day and step, the "Add a Day" button will activate and you can continue to add as many days and steps as your sales process requires. PLEASE NOTE: "Days" are not the number of days between actions, but the day within the sequence. For example, if your campaign is going to last 7 days, entering '3' means the action will go out on day 3 of 7 - not 3 days later. Make sure you customize scheduling and reply options, such as skipping weekends (which is awesome!) by visiting the Settings Tab for your Campaign: Now it's time to start Adding People to your Campaign!
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To add a Campaign in Gmail, open up a Compose Window.  Click into Templatesand find the category that has your campaign.  Campaigns will have a yellow lightning bolt to indicate it is a campaign.  If you select this, it will send the first email of the campaign and trigger the follow up steps. Note: If you campaign starts with a task, you have to launch this from toutapp.com or Salesforce
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Have you checked your Failed Delivery or Bounced folders? Quite often when we hear this you will find the first email in one of these two places. If you find your email there, you will also be able to click into the email to see the reason why the email wasn't delivered. The most common reason we see for the first email failing is that the dynamic fields could not be populated. We would suggest checking both your template and your contact that the dynamic fields are formatted correctly and that your contact has all of the relevant data.
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