Kenneth_Law

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 replyThey ha...

When you are sending a Campaign - you have two options on how your emails get created in Tout:AutomaticallyManuallyThe first option is an "Automatic" email. These emails go out at a specified time and are scheduled and delivered via Tout without you having to lift a finger. The second option is a "M...

In order for a task to complete automatically you need to click Call or Email from within the Task. If you are stuck on a task and cannot find it, click on the calendar under Overdue Tasks and change the calendar range. It's possible that the tasks have gone beyond the default view.

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 cont...

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 ...

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 che...

This article contains information on a legacy performance enhancement project that has rolled out to all customers and, in some circumstances, has been superseded by other performance enhancements. It will remain posted for historical purposes but should not be referred to. What is “Project Orion"? ...

*Please Note* these group sessions are discontinued as of Thursday, July 1, 2021. Offered exclusively to new Marketo Engage launch pack customers, this series of interactive group discussions offer an open forum to learn best practices from a Marketo expert and your peers. Marketo Group Consultin...