To set this up, go into your Salesforce Settings in toutapp.com and check the box to Sync Tasks. This will allow you to have all your Tout tasks sync over with Salesforce as you mark them completed. The key is you have to complete the task (in Tout or in Salesforce) in order for the campaign to continue.
For those of you who signed up for ToutApp, you may have noticed a little aqua semi-circle to the right of your browser - meet Niko! Niko allows you to bridge the gap between browsing the web and Salesforce! As you browse the web, Tout will pull in all the email addresses on the web pages, allowing you to easily add contacts to Salesforce. Niko also makes it easy to access analytics on a prospect and set up reminders on ANY site! Niko is a great tool to utilize from either Gmail or Linkedin, without ever having to page back and forth from Salesforce. Niko is designed to eliminate the extra clicks it takes to add a contact into Salesforce or update your records. As an added bonus you can compose an email on the fly using Niko without ever having be within your email client or within toutapp.com! AND you can see all of the past emails you sent to that recipient so you can be sure to be up-to-date on your contact with them!
If you wish to add attachments to your template, go into the Edit Button on the template you wish to add to. Once in the Edit Template screen, click the Attach Files Button above the text editor. Then simply pull in file you wish to add to your template from your computer documents. If you would like your files to be tracked when opened click the Content Button and select a doc, pdf, or ppt file. Once uploaded to a template, these files will be stored in your "ToutApp Content" and you will be able to quickly add them to emails in either your web browser or toutapp.com by clicking the Content button in the compose window.
To add this button to your Salesforce instance, edit the Page layout for Lead/Contact/Account. Select the section for Buttons and grab the Add to Campaign button and drag it down into the Custom Buttons section of the Details.
If you don't see the tasks you are looking for in your live feed, you will be able to find them in your Command Center in toutapp.com. Click the "Calendar" buttons in the overdue section to change the date range to display your tasks that are not showing up in the live feed.
If your email is failing due to dynamic fields not populating, I would recommend first making sure that the dynamic fields are all configured correctly in the template. Then, we always search in toutapp.com for contact information first, so if basic information is not pulling in, I would suggest searching for their email address on the People tab and make sure that the contact has the relevant data
Unfortunately we don't have the ability to recover a contact or a group if they have been deleted from your account. If you only deleted the group(not selected people), all of the Contacts will still exist under Everyone on the People tab, so you can select them and re-add them to a new group.
The most common reason that a campaign cannot be started is due to a contact already being on a campaign. To figure this out, search for the person on the People tab and open their contact card. If it shows they are on a campaign, you will either need to remove them yourself or ask the colleague who added them to a campaign to remove them.
Typically there are two reasons that emails are not sending automatically. The most common scenario is that the previous step was not completed. If you have a cadence of Task > Email > Task > Email etc. Make sure you are always completing that task in order to trigger the next email to be sent. The easiest way to check if this is the case is to search for your contact on the People tab and see if they have an open or overdue task associated with them. Another scenario might be that the email actually Failed or Bounced. You can find this the same way by opening their contact information and looking at the activity history and click on the most recent email which will give any errors that might've occurred on sending.
Learn how to create a priority report/call list using ToutApp email engagement data to focus your time on the people or opportunities with momentum. Step 1: Go to your Account in ToutApp.com. Once you complete the steps below you will have a ‘Priority Call List’ saved in your ToutApp to prioritize your warmest leads/ accounts, reengage leads/ accounts that have gone dark, capture the low hanging fruit, decrease the time to connect between your campaign touches. Step 2: Complete Steps 1 - 7 Shown Below Click ‘View Options’ Time frame of 30 days or last 6 months for a more strategic & longer sales cycle Select Views & Clicks Sort by # Of Events (or you can also sort by ‘Most Recent’) Select & Organize Columns (See Recommendations Below) Create a bigger list Final Step ‘Save’ Using the name ‘Priority Call List’ Recommendations for Columns to Display Step 3: Start Calling & Connecting Using Your Priority Call List ToutApp will automatically pull in your phone number, your lead/contact’s phone number from Tout or Salesforce, automatically log your call & notes to Salesforce (if you are using Salesforce as your CRM). You will also have the option to use local presence & call recording.
It is becoming increasingly important for teams to be in compliance with email privacy laws. To help teams with this we are releasing some enhancements to our current unsubscribe experience. These changes will be released in April. To learn more about how what these changes mean check out our overview below. Overview Only One Unsubscribe Type Remove Unsubscribes Unsubscribe History Card Appended Unsubscribes Unsubscribe Messaging Settings Page Unsubscribe Syncing ToutApp <> Salesforce New Unsubscribe Group Deleting Contacts with Unsubscribes Unsubscribe Landing Page 1. Only One Unsubscribe Type Teams that have utilized unsubscribes in past will remember two types of unsubscribes, 'Block Unsubscribes' and 'Unsubscribes'. ToutApp is moving to one type of unsubscribe type called 'Unsubscribe'. All existing unsubscribes will now fall under this category. Now, when a contact is unsubscribed it will mean that they will be removed from all active campaigns and scheduled emails and users will be blocked from emailing that contact with Tout. 2. Remove Unsubscribes Previously both admins and sales users could remove unsubscribes. To be in compliance with law and allow our customers to better manage their unsubscribes we have moved unsubscribe privileges to admins only. When an admin removes an unsubscribe they will be presented a pop up that asks them to select a reason for removing the unsubscribe. By law, users should only be removing an unsubscribe if they can show proof that the contact requested to be contacted. 3. Unsubscribe History Card The Unsubscribe History Card is a new feature that helps admins and users get contextual evidence about their contacts unsubscribe history. The Unsubscribe history card can be found on the About tab of the Person Details View. Date Shows the date the unsubscribe/resubscribe was taken. Details Resubscribe - If the details shows “Resubscribe” it means that a ToutApp admin manually removed the unsubscribe from the contact record. It may also show some details related to why the contact was unsubscribed. Unsubscribe - If the details show “Unsubscribe” it means that the contact was unsubscribed. Source CRM Sync - Unsubscribe was captured by a sync from Salesforce. Manual - User clicked the unsubscribe button to unsusbcribe. Clicked Link - Recipient of an email clicked on the unsubscribe link “Admin Name” - An admins name will show when the action was to resubscribe contacts. This lets users know who removed the unsubscribe 4. Appended Unsubscribes It is important for any sales email to include an option to unsubscribe. This not only helps teams stay in compliance with the law but also helps teams deliverability reputation stay high. To help with both of these points we are now appending an unsubscribe link to all emails sent from ToutApp.com. This will not affect emails sent from users email client. 5. Unsubscribe Messaging Settings Page We have always allowed teams to customize their unsubscribe link messaging but now admins can set the unsubscribe link messaging for their entire team to ensure messaging is consistent. 6. Unsubscribe Syncing ToutApp <> Salesforce Keeping your data in Salesforce and ToutApp synced is important, that is why we are introducing a new field for users to sync unsubscribes with. Now teams can sync their ToutApp unsubscribes with a 'Sales Opt Out' field. This helps teams who want to differentiate between sales unsubscribes that are collected in ToutApp and marketing unsubscribes collected in Marketo. For organizations that would like their marketing and sales unsubscribes aligned they can choose to sync with the 'Email Opt Out' field in Salesforce, this is the common field in Salesforce that both Marketo and ToutApp can sync with. To get access to the new Sales Opt Out field, you will need to install our new Salesforce fields. More on this coming soon! 7. New Unsubscribe Group New look and feel for Unsubscribe group Additional columns added for more insight into unsubscribed contacts Ability to search for unsubscribed contacts in this group Admins can filter by “My Unsubscribes” or “Team Unsubscribes” 8. Deleting Contacts with Unsubscribes Contacts with unsubscribes cannot be deleted. This helps teams to make sure that their unsubscribe list is accurate. 9. Unsubscribe Link Landing Page The Unsubscribe Link is something we have long supported. With this update we now have a new landing page for prospects that allows them to provide an unsubscribe reason. Better data collection means your team can understand why a customer unsubscribed, which turns into feedback for your content and messaging.
1) Navigate to the Analytics page 2) Click into the Me button and filter by the desired date range 3) From there, you can see your total view rate at the top of the page, as well as the number of emails sent, percentage of emails sent with a templates, and tracking data (views, clicks and replies). You can also see tracking based number of emails sent and most engaging emails. If you scroll down on this page, you can also see two leaderboards: 1) Top 5 list of your Most Engaging Templates 2) Top 5 list of your Most Clickable Links Note: Like the team page, you are able to sort by any column within these leaderboards (except rank)
If you don't see Tout in Chrome, you may need to update your extension. Go into your Chrome Extensions and make sure that you are on Version 8.1.20 of Tout? If it is not up-to-date, click "Update extensions now". Once that's done, you may need to clear your cache and restart your browser. If you don't find it there, please install it from here.
If you use Pipedrive we do not offer an integration, but we can use our AutoBCC functionality which will automatically add your BCC email to every email that you Tout. All you need to do is add that BCC email address here and it will automatically log those emails into your Pipedrive account.
To add a Campaign in Outlook, open up a Compose Window. Click into the Campaigns tab on the right side of your compose screen and find the category that has your campaign. Find the campaign you are looking to launch and when you select this, it will send the first email of the campaign and trigger the follow up steps. Note: If you campaign starts with a task, you have to launch this from toutapp.com or Salesforce
Typically there are two reasons that campaigns get stuck. The most common scenario is that the previous step was not completed. If you have a cadence of Task > Email > Task > Email etc. Make sure you are always completing that task in order to trigger the next email to be sent. The easiest way to check if this is the case is to search for your contact on the People tab and see if they have an open or overdue task associated with them. Another scenario might be that the email actually Failed or Bounced. You can find this the same way by opening their contact information and looking at the activity history and clicking on the most recent email which will give any errors that might have occurred on sending.
As a company, we work very hard to ensure that our deliverability rates remain high. Still, though, there are certain user behaviors and settings that can trigger emails being sent to the spam folder. Check Your Settings Custom Domain Tracking: This allows you to have all of your tracking links show up as go." yourdomain " instead of go.toutapp. Some email security will see that the email is coming from "yourdomain" but the link is being rerouted to go.toutapp. By implementing custom domain link tracking your emails will look legitmate and have a higher rate of hitting the recipients inbox. Email Delivery Channel: By default, your emails are sending through ToutApp servers. By setting up your own Gmail or custom SMTP you can give your emails the best opportunity to land in a recipient's inbox. Click here to read more about selecting the right delivery channel for your needs. Check Your Email Behaviors Keep your emails short and informal and paste your templates as an email you've written before. More tips here. Avoid overformatted emails, or messages where you're using transactional words. More info here. Make sure you have a fully completed email signature with a physical address. Read up and make sure you are complying with CAN-SPAM laws
Sales Beat is designed to be the go-to feed for Sales Managers to give you high-level insights into what is going on across your team! Sales Beat comes with 9 notification cards - these cards bubble up highlights already being reported in the other Analytics pages! So what about these cards? (1) There are 9 cards with data associated with them: (a) 7 cards are team-wide (meaning, they pull in data around the team as a whole) (b) 2 cards are your own personal stats (2) Almost every card is using metrics pulled from TODAY (a) The only card that uses yesterday’s data set, is the Team Activity card (3) All cards get disseminated across the entire team (4) Cards populate at different times pre-determined by ToutApp (5) When a card gets pushed to Sales Beat, an alert will populate in the “Sales Beat” section of the LiveFeed and in the 'Fire Icon' NOTE: Sales Beat is only available for Team plans (g3startup and g3smallteam) and Enterprise plans.
Below are the emailing limits for the various plans that we offer. For features on the Premium and Enterprise plans, visit our Pricing Page: During your 14-Day Trial 20 emails per day 10 groups, 1000 members in each group 10 templates per subscription 2 group emails per day Premium Plan 10K emails per day 1000 groups, 1,000 members in each group 100K templates per subscription 10 groups emails per day Enterprise plan 10K emails per day 1000 groups, 1,000 members in each group unlimited templates 25 group emails per day Free plan 5 emails per day 10 groups, 10 members in each group 100 templates per subscription 2 group emails a day Solo/Professional plan** 10K emails per day 100 groups, 100 members in each group 10K templates per subscription 5 group emails per day Startup plan* 10K emails per day 100 groups, 500 members in each group 1,000 templates per subscription 5 group emails per day Team plan (Prior to 1/22/2016)* 10K emails per day 100 groups, 1,000 members in each group 1,000 templates per subscription 10 groups emails per day Team plan (After 1/22/2016)** 10K emails per day 100 groups, 500 members in each group 500 templates per subscription 10 groups emails per day * This plan is no longer offered as of November 2015 ** This plan is no longer offered as of May 2016