Toutapp Documents

We’ll break down the three different channels you can leverage, how to select them, when to pick one over another, and the nuances around them. Note, this information is only relevant if you are Touting your emails from the ToutApp.com interface. If you are using ToutApp in Gmail or Outlook, your emails will be delivered using those email servers. ToutApp Email Servers (default) By default, this method will be selected for the delivery of your emails. ToutApp email servers are a great option for users who don’t use Gmail or Outlook servers. Additionally, because they are our servers, we have the ability to receive any error messages regarding bounces or failed deliveries, and surface them up to you in the “Failed Deliveries” section of the “Conversations” Tab. Another benefit of using the ToutApp servers, is that when using an Email Identity, the recipient will see the email address of the identity you've created. When using ToutApp servers, your recipients may see a "via toutapp.com" tag. This is their email client letting them know that the email was sent using ToutApp. For more details, check out this Gmail Help article that explains the extra information: Why am I seeing extra information next to the sender’s name? Note that our ToutApp servers do not have a DMARC record that is made available. They cannot be whitelisted on your own servers. Gmail Server If your company's email provider is Gmail, you can leverage your existing account to send out your Touted emails. This is a great option if you want to avoid the "via toutapp.com" information, and you'd prefer to rely on the reputation of your company's domain and deliverability. An additional benefit of using a Gmail server is that anything you send out of ToutApp.com, will automatically be recorded in your Gmail sent folder. We can only properly connect with a single Gmail account (one email address) that will deliver your Touted emails. This means that if you use multiple Email Identities, only the address of the account that we are connected to will appear when looking at the details: In ToutApp.com, your Identity will appear as you have created it (above), however, sending through Gmail servers will show the address of the connected account (below) Another note to make, is that since ToutApp does not directly manage your Gmail servers, we do not record bounced email events in ToutApp.com Custom SMTP Server Pay for your own server? Use a Microsoft Exchange environment? This is an option for you. See these instructions on getting set up. Note that like Gmail Servers, since ToutApp does not directly manage your server, we do not record bounced email events in ToutApp.com.

In order to set up a custom SMTP server as an alternate delivery channel, ToutApp does require that you utilize some form of authentication for security purposes. You can set up any SMTP server on your SMTP configuration page. To set up an Office365 SMTP server, Microsoft recommends the following configuration: SMTP Server - smtp.office365.com Server Port - Port 587 - Secured Authentication Method - Login (SSL/TLS) Username or Login - your Office365 email address Password - your Office365 email password Your Domain - leave blank If you are still having issues setting up your SMTP server, you will want to partner with your Exchange Admin to ensure the right credentials are being used. Note: When sending through your Office365 SMTP, Microsoft imposes a limit of 30 messages sent per minute, and a limit of 10,000 recipients per day. Additionally, each member of your team who wishes to send their emails through their Office365 SMTP server will need to set this up with their own email address and password in their ToutApp settings. Checking the box for the setting 'Make this deliverability channel to all my team members' will not work for this configuration, in accordance with Microsoft's Office365 account policies. Related Articles What Is A SMTP Server? Checking 'Make this deliverability channel to all my team members'

With the help of ToutApp you can have your emails and calls logged as an activity into Salesforce, so that you can worry about writing awesome emails and we can worry about getting all that great data into Salesforce. A key part to having valuable data in Salesforce is having the Type field populate the correct value Note: Logging emails via BCC will not look to the Task Type picklist and will instead automatically populate the type field as email, because they are being delivered to salesforce through your BCC address. Requirements Connection with Salesforce No Default Type value selected on Task Type picklist Call, Reply, and Email must all exist under the Task Type picklist (capitalization matters) No Workflows or Triggers taking action on the value of the Type field Setup First, we will want to check that we have the correct picklist values in place. You will need the help of your Salesforce Admin to make any changes to your picklist. 1) Navigate to Salesforce.com and click on Setup in the top right corner. 2) Click Customize 3) Click Activities 4) Click Task Fields 5) Click Type 6) You are now at the Task Type Picklist! Check to make sure that there is not a 'Default' selected. 7. Check to make sure that there is a Type value listed for Email, Call, and Reply. Now that this is in place you will begin to see the Type field populate the corresponding value for logged Emails, Calls, and Replies. These values will NOT be populated on Tout reminder tasks. Note: If you do not see 'Reply' as a value you will want to add it by clicking New. 'Reply'is not a standard value in Salesforce.

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 create a new template simply click on the blue + New Template button. Choose a Category and add a name for your email template and click Create. In the new Edit Template window choose the subject line you want your recipients to see when you send this message and type the desired message. You can edit the font, font size, font color, page orientation, and add bullet points by selecting the buttons above the text box. Pro Tip: always make sure to type text directly into the template instead of copying and pasting to avoid formatting irregularities.

Related Articles My Dynamic Fields Won't Fill Out! Why? Why We Love The First Name Dynamic Field? Why Did My Email Send Without Populating All Dynamic Fields? Tout’s dynamic fields are our form of mail merge. We allow you to personalize your email templates with predefined attributes like {{first_name}} or {{company}}. These fields allow you to email multiple contacts and auto-complete these fields without having to type them out separately for each contact. To add a dynamic field to a template, just select the one you'd like to use from the Tout Dynamic Fields button within the 'Edit Template' view page. When emailing contacts who exist in Tout, you can use the basic dynamic fields. These will pull directly from the contact IF they exist in toutapp.com If you are emailing contacts who exist in Salesforce you can take advantage of the Salesforce dynamic fields. These all begin with "sfdc". As long as you have a connection to Salesforce, these fields will call directly to the lead/contact in Salesforce to populate the information in the template: Once you add the Dynamic fields, it can look like this: When I go to send an email to Albus, it would look like: More on how to use dynamic fields here.

Here are a few potential reasons: 1) Your Salesforce BCC needs to be entered into Tout on our Settings page. Please enter it here and check for any errors. 2) You need to be emailing from an email that Salesforce recognizes. Are you getting any sort of kickback messages from them? If so, you'll want to go to Salesforce Setup -> Email -> My Email to Salesforce. Then enter the email address you're using into "Acceptable Email Addresses." 3) Are you emailing a lead that already exists within the system? If not, your email will likely show up in Unresolved Items. 4) Are you sure you have the correct BCC address? Try copying your Salesforce BCC from our Settings page and manually copying it into the BCC field of an email. Don't send it through Tout and see what happens. Note: If you are still having issues getting your emails logged to salesforce via BCC, then contact ToutApp support for further assistance

Simply put, an SMTP server is a machine, or collection of machines, whose primary purpose is to send, receive, and/or relay messages between email senders and receivers. An SMTP server will have an address, or addresses, that can be set by the mail client or application that you are using, generally formatted as smtp.serveraddress.com. Most server names are written in the form "smtp.domain.com" or "mail.domain.com": for instance, a Gmail account will refer to smtp.gmail.com. But that's not a unified rule, so you should pay attention and get the right SMTP parameters. Remember anyway that only a professional SMTP server will guarantee that all your emails will be correctly delivered. Generally speaking, free outgoing servers like the ones associated to Gmail or Hotmail are not designed for mass email sending. So if you're putting up a newseltter campaign or simply don't want to get any of your messages lost, you should switch to a dedicated outgoing server. More Information: Sendgrid: What is an SMTP Server?

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

ToutApp gives you the ability to integrate with Marketo so that information about your sent emails are pushed into the Activity Log of a lead. It is important to note a couple things before you start going hog-wild with logging information to Marketo. Requirements Your Marketo Admin Munchkin Account ID Marketo Munckin API Private Key Note: If you would like to get this integration setup for your whole team, let us know and we can put that in place once you have set it up for one user. Provide us with the email address of the user who has it in place and we can begin the process for setting it up for your entire team. Setup 1) Sign into Marketo.com and click on Admin 2) Click on Munchkin 3) Copy the Munchkin ID. This is your Marketo Account ID. You will need this for step 8. 4) Click Edit under API configuration 5) Click the checkbox next to Enable Munchkin API 6) Copy the API Private Key this is your Marketo Secret Key ID. You will need this for step 9. 7) Click Save 😎 Head to the Marketo set up page on ToutApp.com: https://toutapp.com/next#settings/crm 9) Paste Marketo Account ID 10) Paste API Private Key 11) Click Save Changes. You will see that the settings are saved successfully and you are ready to log your Tout activity to Marketo!

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” if 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.

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.

Reply Tracking is done by looking at a message ID that is in every email you Tout. Every email will have a unique message Id in it which allows us to have some of the best reply tracking around. If ToutApp cannot track your prospect's reply to your Touted email, it will not be able to stop a campaign based on reply detection or log that reply to Salesforce. You will want to make sure that your emails meet the following requirement so that your prospect's replies are tracked. Requirement Connection with your email server Connection with Email Server: ToutApp must be connected with your inbox so that we know when a new reply has arrived. You will need to have your ToutApp account connected to Gmail. If you are using Outlook we will need to integrate with your exchange server. What do we mean any email address can reply? This means that if you email JonSnow@HouseStark.com and he responds with JonSnow@TheNightsWatch.com, we will be able track the reply. Additionally if you email JonSnow@HouseStark.com and copy Jon.Arryn@LordoftheVale.com, and Jon Arryn writes you back, it will also detect the reply and end the campaign. Related Articles: How to Connect ToutApp to Gmail

Q: When will my account be closed? A: All free and self-serve/standalone accounts will no longer be able to accessible effective April 26, 2019 at 5 pm PT. Q: What are my options if I want to continue? A: If you would like access to a solution with similar functionality, please explore Marketo Sales Engage, Mixmax, Outreach, SalesLoft, YesWare, or Groove. Q: How do I collect my data? A: Please refer to this document for instructions on exporting your data and assets from ToutApp. Q: What if I am paying for an account? A: You will have until April 26, 2019 to access your account and extract any data or assets that you may want to keep. You will no longer be charged and your credit card information on file will be removed. Q: Why did I receive this notice? A: The email address that received notification is associated with a ToutApp account. If you believe you received this notice in error, please disregard - there is no action necessary. Q: I don’t remember opening this account, what do I need to do to shut this down? A: No action is required to close the account associated with your email address. Q: What will happen to any scheduled activities (emails and campaigns) that are scheduled after April 26, 2019? A: As of April 26, 2019 at 5 pm PT, all scheduled emails and campaigns will no longer run.

Toutapp Documents

Choosing your Delivery Channel

How do I change my delivery channel?

What Is My Exchange Server URL?

How do I Set Up My Outlook365 SMTP Server with Tout?

Activity Type Field on Tasks (SFDC)

Adding an Attachment

Creating a new Template

How to Add Dynamic Fields

Add an Image or gif

Why Are My Emails Not BCC'ing To Salesforce?

What Is An SMTP Server?

What Are The Limits For Each Plan?

How to Schedule an Email to Be Sent Later

How Do I Set Up the Marketo Integration?

I Got A "Root Element Is Missing" Error - What Do I Do Now?

Why am I getting a 500 error?

How do I set up SMTP

Unsubscribe Updates Overview

How Reply Tracking Works

ToutApp Free and Self-Serve Accounts Retiring FAQs