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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
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Whoops! Some old Tout tracking information may have gotten duplicated into another email. Make sure you have not copy and pasted any information from a Touted email into a new email, a template, or your signature. If you do this, it's going to carry the tracking pixel from the originally sent email into your new email. What does this mean? This means that if someone opened the other email, it would show that it also opened the one you just sent. Alternatively, it's possible your recipient loved your email and forwarded it to everyone in their company and all of those forwarded emails will also trigger a view on this originally sent email.
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In order to add a Template or Campaign from OWA, click Add-Ins > ToutApp . You will see all your Tout options appear, click on Templates and select the template/campaign you would like to Send. Be sure to hit Tout It instead of Send!
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Block Unsubscribing a contact will remove them from any Campaign they are on, it will prevent them from ever being emailed again, remove them from the Group/s they are in, and if you have the Email Opt Out sync to Salesforce turned on, it will mark them Email Opt Out in Salesforce.
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Templates that have been shared with you will show up under the Team Templates header on the left hand side of the Templates page.
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Add Email to Salesforce allows you to push any emails you receive in gmail 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 .
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ToutApp needs the Contact you are emailing to be associated with the Opportunity via the Contact Role section in order to log against the Opportunity. Make sure your Salesforce Contact is listed there. Questions: What is the email address of the email that didn't log to the Opportunity?
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Unfortunately Tout is not compatible with Salesforce Lightning UI at this time. We are dependent on updates from Salesforce in this matter. As more users migrate to Salesforce Lighting we plan to update ToutApp to be compatible. Unfortunately we currently do not have a timeframe of when this will happen.
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You may have signed in with the wrong email address and created a new account. Make sure you are signing in with the email address you configured your account with originally (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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Dynamic fields will only work when you're using a template . Individual one-off emails that you write won't fill these out. There are 3 types of dynamic fields you will see with ToutApp. These fields include Basic, Custom, and Salesforce. Basic and Custom both look to pull information from ToutApp.com. If the information does not exist in ToutApp.com the fields will be blank. Salesforce fields pull information from Salesforce.com. Troubleshooting Salesforce Fields Salesforce Fields: eg {{sfdc_account_name}} Double-check that it's properly hooked up with Tout. Head over to the Settings page and then click "Manage" next to your CRM. Troubleshooting Basic and Custom Fields ToutApp Basic Fields: eg {{company}} ToutApp Custom Fields: eg {{custom_field_favorite_movie}} You'll need to have the corresponding field saved for your contact in the Relationships page for our dynamic field to reference. For example, if you're sending an email to Mary and using the {{company}} field but her contact record doesn't list a company, we won't be able to fill that out.
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We'll send you an email each month when your credit card has been charged. You can also access current and past invoices on our website here.
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Head over here, input your new information, and we'll begin charging that new card.
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Whoops! Some old Tout tracking information may have gotten duplicated into another email. Make sure you have not copy and pasted any information from a Touted email into a new email, a template, or your signature. If you do this, it's going to carry the tracking pixel from the originally sent email into your new email. What does this mean? This means that if someone opened the other email, it would show that it also opened the one you just sent. Alternatively, it's possible your recipient loved your email and forwarded it to everyone in their company and all of those forwarded emails will also trigger a view on this originally sent email. If you would like to stop all tracking on a specific email you can select the email, click the arrow drop down, and archive the email.
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In order to add content, open up a new Compose window and click Add-Ins > ToutApp . You will see all your Tout options appear, click on Content and select the content you would like to attach. If it is not there, click "+" to upload a new piece of content. Be sure to hit Tout It instead of Send for it to track properly!
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For right now, we cannot delete an entire category or move templates in bulk to a new category. What you can do is edit each template within the Category to either an existing Category name or a brand new name. This will move all of your existing templates into a different folder. Once the folder is empty, it will disappear. We are working on adding the ability to do this in bulk, but for the time-being this is how you can remove/edit categories.
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In order to use Tout in Gmail you will need to be using a Chrome browser. From within toutapp.com, Settings > Tout for Browsers > Install.
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In order to add a Template or Campaign to an email, open up a new Compose window. You will see your Templates and Campaigns on the right hand side. The "Categories" drop down act as folders for your messaging, so click the drop down to access the correct category. To add a template, click on Template and select the template you would like to send. If adding a campaign, you will want to click the Campaign tab instead. If you just added/edited your messaging in toutapp.com, make sure to click the "Refresh" button to ensure that you are pulling in the most recent version.
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If you notice that your emails are not logging to Salesforce via API you will want to check two places. First, look at how you are configured to log emails to Salesforce here: https://toutapp.com/next#settings/crm/salesforce/configure Second, check to see if the email failed to log on your Salesforce Activity page in ToutApp: https://toutapp.com/next#settings/crm/salesforce/activity . Remember that ToutApp will not create a Lead/Contact record for you in Salesforce. If you are not seeing emails log, make sure you have a record in Salesforce with a matching email address.
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To sync your Gmail Address Book, go to Settings > Email Client > Configure . From here, you can check the box next to Sync Address Book. This way anyone you reach out to in Gmail will sync into toutapp.com so you can take advantage of Dynamic Fields.
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If you have exceeded the number of attempts to log in you will be locked out of your account for 15 minutes. Please make sure to wait a full 15 minutes before attempting to log into your account again.
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