Toutapp Documents

When setting up an SMTP server a Master Admin will have the ability to Make this deliverability channel available to all my team members. With the same deliverability method you will only need to punch in your SMTP credentials, and all users will be ready to start sending emails with your own SMTP server. Before checking this box you will want to check with your SMTP provider to see if the same credentials can be used for multiple users. Services like Gmail SMTP and Outlook SMTP do not allow you to establish multiple connections with the same credentials. If you would like to get your users set up with either of these you will want to have each user input their SMTP settings and login credentials on the SMTP configure page. Related Articles How Do I Set Up My Outlook365 SMTP Server With Tout?

We track email opens by placing an invisible image inside the emails you send. If someone responded to your email but ToutApp is not saying it was viewed, then they have not enabled images within their email client. Some tips for getting better tracking stats on your emails: Include an image in your emails, like a logo, so that your recipient is encouraged to enable images to see your message. Include a link as a call to action in your message

Enterprise subscriptions now have two Admin types, ‘Master Admin’ and ‘Team Admin’. When anyone is made an admin, Master or Team, they receive an email notification letting them know what this means to them. Master Admin: Has access to everything, including all aspects of the subscription Can add more seats to their subscription Can give/revoke Master Admin access Can give/revoke Team Admin access Can invite new users The only admin who can delete users Can create/delete Teams Can add/remove users to all Teams Can share/unshare all shared templates with all Teams Can share/unshare all shared groups with all Teams Can see ‘Me’ analytics for all reps Team Admin: Has limited access within the bounds of the subscription Can give/revoke Team Admin status Can be admins of multiple Teams Can be an admin of one Team(s) and a user of another Team(s) Can invite new users Cannot delete users, but can request a user’s deletion (sends an email to Master Admin with request) Can add/remove users to their Team(s) Can share/unshare templates with the Team(s) they have admin access to Can share/unshare groups with the Team(s) they have admin access to Can see ‘Me’ analytics for any rep who is on a Team they manage Learn more about Non-Admin permissions here.

ToutApp Enterprise subscribers have access to some great dashboards. Once you have installed the ToutApp package for Salesforce, from the AppExchange you will see these dashboards appear. If you are not seeing the correct information populate on the dashboard you will want to make sure that you are logging information to the Tout custom fields. The fields can be installed in the Activity History section and on the Task object in Salesforce. The fields include things such as Tout_Viewed, Tout_Clicked, Tout_Replied, Tout_Templates, etc...

Yes, we do support HTML: Copy the source code from your emails in MailChimp (or whatever tool you use to create emails in HTML) Hit the source button in your template editor Paste the source code there Hit save If you are seeing the error "Error - to remove the style/java/html tags" this means you have some styling that we do not support. You should search the Source code for the word style and delete everything in the source code from <style> through </style>

When you schedule an email in gmail it is supposed to save your email in the drafts folder until it sends. Nothing has gone wrong, but due to how we integrate with gmail this is a restriction of the scheduled emails that they have to stay in the drafts folder. After it hits the scheduled time, they will move from drafts to Sent. You can see the email has been scheduled within toutapp.com and it should also have the label Tout Scheduled Email. Alternatively you can schedule from toutapp.com and they won't show up in your drafts in gmail.

You will want to make sure that your emails meet the following requirements so that your prospect's replies are tracked. Connection with your email server. You can set up with Gmail or Outlook. Subject Lines must match, any changes to the subject will prevent it from being picked up as a reply They have to reply from the email address you sent the email to, or from a permutation of their first/last name and domain. Learn more about these requirements here.

I click on my link and it says, "Where am I? You ended up here because you probably clicked on a link in an email. Unfortunately, ToutApp, the analytics service used for emails wasn't able to figure out where to direct you". There may be something wrong with how your link was formatted. If your link is embedded in text, make sure that you have included the full URL. If you are still having problems after checking the formatting of your link, reach out to our support team for more help. In your ticket submission, include; the link that you wanted the recipient to be directed to along with the tracking URL. The tracking URL will be the address you are directed to when clicking on the link.

Toutapp Documents

Email Verification

Checking 'Make this deliverability channel available to all my team members'

My Account is Under Review

How does View Tracking work?

Add Email to Salesforce from OWA

How do I add hyperlinked text?

Where do I find my tasks?

How do I change my delivery channel?

What's the difference between Master Admin and Team Admin?

Skip Weekends

What is go.toutapp.com?

Dashboards

Can I use HTML

Tasks are not syncing

Scheduled Emails go to Drafts

Didn't log using BCC

Reply Tracking

What Are the ToutApp Terms of Service?

My link isn't working

How do I setup custom domain tracking?