Toutapp Documents

To merge two groups together, you will have to head into one of these groups and select all contacts in this group. Select Add people to group A window pane will appear verifying this group merge. Here you will have to select the group you would like to move these contacts to. Note: To make sure there are no duplicates, you will want to go back and delete this old group.

Sharing a group of leads or contacts with your team is super simple in Tout. 1. Select the group you want to share. 2. Click "Share Options" in the top right. 3. Select the Subteam you want to share with and add notes to notify your team with. 4. Click Share And, when you share this group - your teammates will get automatically notified in Sales Beat.

We are in the middle of a data migration to allow all double-byte characters(eg: 臼) to be uploaded in a CSV upload so we can better support our international customers. Unfortunately since it's a lot of data, and a long process it's creating some issues when uploading letters with accents during the migration. If you are seeing an error message like this, while it looks just like a bunch of Latin, the key is where it says "name =".  Whatever comes immediately after the phrase listed there is what is preventing your CSV from uploading.  You can search the CSV for that phrase and delete whatever comes immediately after. This can happen multiple times, and if this is the case you can also try these steps: for a Mac user: Right click csv file, and Open with Textedit File > Duplicate (⌘+Shift+S) File > Save (⌘+S) In the save dialog, under _Plain Text Encoding_ , choose _Unicode (UTF-8) Make sure to save it as a CSV from your finder Try uploading new file For a PC user: Open Notepad File > Open Choose CSV file File > Save as Append.csv to filename Save as type should be Text Documents Encoding should be UTF-8 Save and reupload Give that a shot and if you continue to have trouble, please send the CSV with a copy of the error message in Tout through toutapp.com/help. You can find the error message by clicking on our notifications icon.

Our Push to Tout button will take a list of your Leads/Contacts in Salesforce and push these contacts into a group in ToutApp. From here, you can quickly send off a customizable group email with ToutApp tracking attached. All you have to do is head into a Leads lists in Salesforce and select the Contacts you would like to push over into ToutApp. Select Push to Tout. A new window will appear verifying these Leads you would like to push over. Select Proceed to Group. ToutApp will add this group titled 'SFDC-......' to the Relationships page on toutapp.com. From here, select Email Entire Group to send this group of contacts a group email! If you need help setting up Push to Tout check out this article about How to install Push to Tout.

Unfortunately we currently don't have the ability to export contacts in a CSV file. Our team is aware of the need for this functionality and are working to add it soon. In the meantime, if you select all on the page and copy and paste it into a CSV file it will format the document correctly, you just have to do it one page at a time.

If you've added more contacts to a group that your plan allows, Tout will inform you of this and cut off additional members. There's no option to automatically "overflow" members from one group to another, so you'll need to manually create another group if this happens.

You can have an unlimited number of contacts in your account! Note: Load times across the site may take a little while longer, though, if you have a larger address book or have sent multiple emails to the same contact.