You'll need to be a Team Admin in order to see your team's emails. (1) If you happen to be the admin, head over to our Conversations page and create a custom search by clicking on the green magnifying glass 2) Now choose which team member(s) emails you'd like to check out 3) Hit either the "Add Search" or "Preview Search" button.
The Most Engaged emails for that week are taken from total # of events (views, clicks, replies, clicking through attachment, etc). This is a great resource you can use to tailor your follow up and reach out to book a meeting! NOTE: this tab is also bubbled up on the Command Center homepage
This Scheduled tab on the Conversations page will be where you will go to check any scheduled emails that are enqueue for a later date. So, if you scheduled an email to go out at a later date and need to edit this email or delete this email from going out , this Scheduled tab would be the place to do so. This Scheduled tab will also be where your Campaign followups will be stored until they are ready to be sent. So, if you used a campaign with 3 steps, after you send the first one 2nd scheduled email will appear here, and after the 2nd is sent, the 3rd will appear here as well. NOTE: these scheduled emails will be bubbled up to the Command Center homepage
ToutApp Commend Center is a single, unified view that helps you figure out what you need to do next, and to make sure things never fall through the cracks. Command Center allows you to: manage tasks, automated outreach campaigns and identify the most engaged leads seamlessly in one view. Follow up instantly with an email or a phone call. This is mission control for salespeople. This Command Center home page can be broken down into 3 parts: 1. Tasks created - a unified task list encompassing action items, CRM data and engagement data 2. Scheduled emails - help you manage and personalize your automated emails with the click of a button 3. Sent - shows all emails you have sent in the last 30 days
To delete an email, if you click into that email you will be able to select the 'Archive' button You can find all of your 'Archived' Emails from the last month within the 'Archived' tab on the 'Conversations' page.
We let our users determine what they deem as "success" based on their workflow needs. Everyone has their own definition of success which is why we leave this option up to our users. To mark an email as success, you will have to do so by: (1) heading into the specific email you would like to mark (2) double click on this email to open up the contact details pane (3) select the Success button above the email Why this metric is important: This metric gets aggregated into the analytics page and also gets tracked in the template analytics for any template you do use. Using the Success button is a great way to keep tabs on the consistent messaging that is working for you so that you can share this with your team members. When you pull in a template in the compose screen, we will automatically show you a quick view of this success rate for this template.
View Options gives you the ability to filter through your emails. If you plan on looking at the same View Options results day-to-day, you will want to setup a saved search. For example, if you want to see all users who have clicked on your email over the past 7 days. You know that this is the first thing you are going to want to look at every morning. Instead of setting this up every morning you can have it just a click away. This way you can spend some extra time on making that artisanal cup of coffee. What To Know About Saved Searches You cannot delete your saved searches. There is no limit to the amount of saved searches you can create You cannot rename your saved searches You will not be able to save a search in the Command Center tab. This tab already has filters placed on it. How To Save A Search 1) Click on your Sent tab 2) Click View Options 3) Set the search criteria you would like to have saved 4) Click on Save As 5) Label your saved search 6) Click Submit
On the Conversations page layout, we allow you to customize the columns that appear on this page based on your workflow needs. You can customize your search based on any number of things including email state, template used, last activity, etc. To add a column, simply select the columns button and choose from the 'picklist' we offer!
You can find a list of these 'Bounced' Emails within the 'Bounced' tab on the 'Conversations' page. **Note** This will only show Bounced emails if you are sending emails through the ToutApp servers - we don't have visibility into your bounces if you are sending through your own server. Clicking into the email will give you more details about why the email bounced