Let's start first with a few trouble shooting steps: Check for Updates: Click "ToutApp" in the main header of your Outlook instance and click "Check for Updates". If available, you will be run through the update process. Once you have checked for updates you will want to close Outlook re-open. Re-install ToutApp within your Outlook: Click "ToutApp" in the main header of your Outlook instance, click "Options" > Re-install, and Tout will walk you through the re-install process. Send Diagnostic Logs: Click "ToutApp" in the main header of your Outlook instance, click "Settings" and "Send Diagnostics". This will help us troubleshoot your Outlook instance more effectively. If these steps did not help, contact Support
If ToutApp is already installed within Outlook: Click "ToutApp" in the main header of your Outlook instance. Click "Options" > Re-install, and Tout will walk you through the re-install process. If Tout is not installed within Outlook, head over here to download the plugin.
Add Email to Salesforce allows you to push any emails you receive in Outlook 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.
In order to insert Calendar times from OWA, open up a new Compose window, click Add-Ins > ToutApp. You will see all your Tout options appear, click on Calendar and select the open times you would like to insert into your email. Be sure to hit Tout It instead of Send!
Unfortunately at this time we don't have the ability to Add Email to Salesforce from an email in your inbox. However, if you set up your Salesforce integration , every time you Tout an email we will automatically log it to Salesforce.
If you receive this“Root element is missing.” error message in your Outlook, you can do the following to fix it: 1) Verify that the “Exception Message” is “Root element is missing.”: 2) Look at “Application Domain” and navigate to the folder path before the “Apps” folder. In this case, the path we need to go to is “C:\Users\Johnny\AppData\Local\” 3) You should see a folder named “My ClickOnce Applications” - open the file. 4) You should see a file named “products.xml” (or just “products” i f file extensions are hidden ) - delete the file. 5) From the Start Menu, start typing “ToutApp” and the shortcut to the ToutApp plugin registration should appear - run this program. 6) You should see a confirmation that the ToutApp plugin registration succeeded . If you DO NOT see this confirmation, please reach out to our Happiness Team here.
If you are having issues with the Outlook Add-In it may be related to having an old version of the Add-In. If you are not seeing the ToutApp Add-In tab at all it may be because it has been disabled. Click here to see how to enable it. If you are still having problems after enabling it then follow the steps below to refresh the Add-In. Check for Updates 1) Click on the ToutApp tab in Outlook 2) Click Check for Updates 3) Restart Outlook Uninstall/Install Outlook Add-In First, click ToutApp in the navigation bar and click "Log In" and make sure you are logged into ToutApp. If you are not logged in, then log in and let me know if you still have trouble, otherwise, continue with these steps. 1) Click the Start menu 2) Find ToutApp in the Programs list 3) Click it and see if it shows registered or unregistered. If it is unregistered, please register and then relaunch Outlook and try logging in again. If it is registered, please unregister and follow the rest of these steps. 4) Now navigate to the Control Panel 5) Pull up Add/Remove a Program 6) Select ToutApp from the list and choose to Remove it. 7) Head here and re-download https://toutapp.com/outlook_plugin Send Diagnostic Report If a fresh install does not resolve your issue, we will want to take a closer look at your issue. Send us a diagnostic report so we can have a record of any errors that occurred. 1) Click on the ToutApp tab in Outlook 2) Click on Options 3) Click Send Diagnostic Information Submit A Ticket] If you are still having issues you can reach out to our support team for more assistance. In order to get efficient support for our Outlook Add-In, our support officers will want the following information. Brief explanation of how you got to the error Version of Outlook Screenshot of the error Error Details
This FAQ will help you to diagnose any issues with your Microsft Exchange setup. Make sure you have read through our setup documentation first. Testing Your Exchange Connection If you are unsure of why the connection with Exchange is failing, you can use this article to guide you through running a diagnostic check. 1. Click Here to get started 2. Select the box next to, "Synchronization, Notification, Availability, and Automatic Replies" 3. Click Next in the bottom right corner 4. Fill out: Email address, UPN, Password and check the other options as seen below. 5. Click Perform Test A test will be run and will notify you what tests passed and what failed when attempting to connect to your exchange server. If any tests failed when trying to connect to Exchange you will want to make the necessary changes.
Click Settings page on toutapp.com Click Email Client Pick the email client that applies to you and click Download Outlook: The ToutApp add-in is compatible with PCs running Windows 7 and above, using Outlook versions 2007-2016.
Individual ToutApp users can set up Exchange Reply Tracking from the settings area of ToutApp. Make sure your Exchange Admin has reviewed our ERT Admin Guide. If they have not reviewed the guide you may run into some issues while trying to connect to exchange. Requirements Auto-discover is enabled Credentials: Exchange UPN and Password Setup 1) Go to www.toutapp.com/next#settings/exchange_settings 2) Enter your Outlook/Exchange UPN (user principal name). This is usually the same as your email address, but if you are having issues connecting you will want to confirm your UPN with your Exchange Admin. 3) Enter your Exchange password NOTE: ToutApp may ask for your service URL when setting it up. Click here to find out more about your service URL.
INSTALLING FOR OUTLOOK FOR MAC 1) Navigate to your application Outlook on your Mac 2) From here, click on the “Store” button in the header (far right - next to “Send and Receive”). If you do NOT have a ‘store’ button - you are not on the latest version of Outlook for Mac. Don’t fret! Follow these steps to get updated: Go to the Help button (in the very top navigation, to the right of “Outlook”) Choose “Check for Updates” in the drop-down menu Update to the latest version of Outlook and come back to these steps once you’re done 🙂 3) Then, Click on the grey text that says “Click here to add a Custom add-in” 4) Then, choose to “Add from URL” 5. Paste this URL - http://tout-apps.s3.amazonaws.com/owa/manifest.xml 6) Once you’ve followed the install steps, you’ll need to close Outlook and re-open it. 7) Then, You’ll see two new Tout buttons at the top of your Outlook client 😎 Click on the “Tout Panel” to Sign in to Tout 9) You’ll also be prompted to set up “ERT” - this will allow you to capture replies on your emails and get notified when a prospect replies via the Live Feed 10) To do this, insert your BUSINESS EMAIL and BUSINESS PASSWORD in Tout 11) Now, you’re all set! IF YOU’RE MORE OF A VISUAL PERSON, CHECK OUT THE INSTALLATION VIDEO: https://toutapp-1.wistia.com/medias/t987cf9pot
Here are a few known conflicts with Outlook: - We're optimized to run in Outlook 2007-2013 with Windows 7 and higher. Any versions before or after that may cause conflicts with our plugin. - Have you verified your email address with us yet? You'll need to do that first in order for ToutApp to work properly in Outlook. - If you're using a VPN or proxy, we've observed some rare conflicts with these and would need to speak with your IT department to fix this. You can try loading ToutApp off your corporate network to verify that that's the issue. - If none of these seem to be the issue, please submit a support ticket here and let us know what actions in Outlook are causing the app to crash.
Great news! We have created an integration with Outlook Web Apps. Outlook Web Apps is a version of Outlook provided with the Office 365 subscription. Since it is browser-based the integration will work on both Windows and Mac. You will soon have access to the ToutApp features you love directly from within Outlook Web Apps.
For some cases (if you do not have antivirus software installed) Outlook will display a pop-up window to notify you that Tout is trying to access your calendar: Here's how to resolve that pop-up: (1) Open Outlook 2010, go to "File/Options/Trust Center" menu item, and then click on the "Trust Center Settings" button at the right side of the dialog box. (2) From there, select the "Programmatic Access" menu item. At the bottom of this dialog, note what your "Antivirus status" is. If it is "Invalid" then close Outlook , navigate to where its " OUTLOOK " program icon is on your disk (typically it sits in the "Program Files (x86)/Microsoft Office" folder), and then right-click this icon and select "Run as administrator" from the pop-up-menu. If you get a warning, then select "allow" or "yes" to continue. (3) Then in Outlook , go back to "Programmatic Access" as described above, and you should see your antivirus status updated to "Valid" (assuming you have an up-to-date antivirus program on your computer). (4) Exit Outlook . Then open it the way you usually do. The warnings should now be gone.
If you are in Outlook and do not see the Tout It button appear after clicking reply or forward on an email, it may be because the compose window is not popping out. You will need to change your settings so that replies and forwards are opened in a new compose window. 1) Click File 2) Click Options 3) Click Mail 4) Scroll down to Replies and Forwards 5) Select the check box next to, 'Open replies and forwards in a new window'
Once you have your personalized email all filled out and ready to go, make sure you always hit the “Tout it” button to get tracking on this email. A box will appear saying “hang on, we’re adding tracking magic”
Let your recipients know when you’re available by pressing the Calendar button. This pulls in your Outlook calendar and allows you to add specific dates and times that you’re free and add this to your email.
Pull in a pre-made Tout template to the Outlook message by pressing the Templates button. We will sync with all of your personal templates and any shared templates amongst the team. We will also automatically pull in the last used template and the most frequently used template for easy access.
If you are getting views triggered when viewing emails in Outlook for Mac you can update your Outlook preferences to stop views from getting triggered. 1) Click Outlook in the top menu bar. 2) Click Preferences. 3) Click Reading under Email. 4) Under security, 'never' should be checked.