Simple Steps to Email Happiness
Content
Brought to you by: The Happiness Officers at ToutApp
Simple steps to email happiness
ToutApp New User Guide
ToutApp Essentials
Chapter 1: Welcome to ToutApp Chapter 8: Let’s Send a Group Email Chapter 2: How to fit Tout into My Workflow Chapter 9: ToutApp in your CRM Chapter 3: Which Tout Edition is Right for me? Chapter 10: ToutApp in your Gmail Chapter 11: ToutApp in your Outlook
Chapter 4: Create a Template and Send an Email
Chapter 5: Why is Tracking a Big Deal?
Chapter 12: Team Sharing and Analytics
Chapter 6: View and Click Tracking
Chapter 13: Odds and Ends
Chapter 7: Website and Attachment Tracking
Chapter 14: Next Steps
Welcome to ToutApp
1
ToutApp, Inc.
5 Ways Tout Will Help You Be More Productive
1. Learn what ACTUALLY happens after you hit “send.” Email tracking gives you a real-time view into how your day-to-day communications are resonating with your leads, prospects, customers and clients.
2. Write your emails faster. Customizable templates eliminate the tedious task of copying and pasting that same message over and over again.
3. Share best practices across your team. Create and collaborate around shared templates. Access analytics to see what’s working. 4. Know if your messaging is effective. Tout analytics reports which messaging is effective and how much engagement you are getting with your sent emails.
3
4. Save time. Group emails allow you to send a personalized message to a number of people at once, saving your precious time.
5. Fits into the tools you already use. Tout offers deep integrations to streamline your entire communications process and unify all your tools. Send trackable emails from Gmail, Outlook and your CRM.
4
We work where you work
2
ToutApp, Inc.
How does ToutApp fit into my email workflow?
In today's hyper-connected world, it's easy to get lost in the thousands of email messages we transact upon with all the tools we use.
You’re probably wondering where Tout fits in. Whether you are reaching out for the first time, following up on a meeting or trying to nurture your most active customers, you have an email for that and most often it is repetitive.
6
8 ways ToutApp fits in your workflow
1. Use for any and all day-to-day emails 2. Emailing from the tools you already use. 3. Reaching out to cold, warm or hot leads 4. Scheduling a demo, meeting or call 5. Timing your email and phone follow up 6. Closing the deal 7. Nurturing relationships 8. Follow up, follow up, follow up
=
ToutApp fits in your workflow
7
Which Tout edition is right for me?
3
ToutApp, Inc.
Looking to go solo or join Tout with your team?
Here’s the breakdown of our pricing plans.
Professional Plan: Great for single users looking to use Tout for day-to-day email activity. CEOs, entrepreneurs and professionals love this plan for basic email tracking, CRM integration and templates.
Startup Plan: Recommended for startups and smaller companies. If you’re looking to share templates, groups and have analytics across a small team, this is the plan for you. The Startup plan is also popular for solo users looking for increased email limits and group sizes. Invite your team!
9
Small Biz Plan: Any more than 5 users and this is the plan for you! You’ll have access to ALL of Tout’s features, with team templates, analytics and the maximum amount of emails and groups. AND you’ll have custom domain and website tracking. Enterprise Plan: Looking to use Tout with your sales team? Schedule a call with us.
Free Plan: Use email sparingly? This plan offers 5 trackable emails per day. If you’re looking to evaluate Tout without the commitment, though, we recommend trialing a paid plan for two weeks.
Lite Plan: If you’re on a budget and looking to send emails casually, this might be the plan for you. The Lite plan is more restricting than the Professional Plan, with only 15 trackable emails per day and no CRM integration. If you’re not a full-time sales professional this might work for you!
To manage your account go to Settings and Integrations.
10
Create a template and send an email
4
ToutApp, Inc.
Why should I use templates?
Templates eliminate repetitive emails, so you can focus on selling versus the mechanics.
• Automatically cc/bcc recipients
Let’s create your first template
1. Navigate to the Templates page on toutapp.com 2. Select the + button next to Categories 3. Choose a category and a name
• Auto-attach files • Link to your presentations • Use dynamic fields to personalize your emails 4. Click Create 5. Paste an existing email into the body 6. Click Save
Tip for writing kickass emails: the simpler, the shorter, the better.
12
Tip for writing kickass emails: personalization is key.
Get started with dynamic fields
How does Tout know your the name of your lead? Dynamic fields are connected to the information stored within your Relationships page.
Dynamic fields allow you to auto-complete templates and email multiple contacts at once.
1. Click Edit next to a current template 2. Click the button that says Dynamic Fields 3. Select dynamic fields to include from the added drop down 4. Done! Now that you have your template with dynamic fields, you’re ready to get back to
13
Why is tracking a big deal?
5
I don’t know what happens to my email after I hit “send.”
We’ve all been there... you send an email, try to schedule a meeting, even close a deal and NO REPLY.
• Know what the people you email are actually interested in • Use that knowledge to send targeted and relevant follow up • No reply yet? Check in with a purpose • Know when people are most likely to open your emails, so you can get noticed in their inbox • Warm up your cold calls; know exactly when your lead is engaged so you can time your call • Eliminate anxiety around hearing back from a BIG lead, customer or account • Spend less of your time with people that are not engaged... or dead • Use overall tracking analytics to be more successful with outreach
15
6
View and Click Tracking
View Tracking
You’ll know when your email is opened.
Click Tracking
You’ll know when a link in your email is clicked.
How to use it. Send an email from our website or hit the “Tout It Button” in Gmail or Outlook. How it works. We track email opens by placing an invisible image inside the emails you send. If your recipients’ images are enabled, it will show up as a view.
How to use it. Send an email from our website or hit the “Tout It” button in Gmail or Outlook. How it works. For tracking link clickthroughs, we’ll replace your original link with a trackable link that redirects to your original url.
17
Website and Attachment Tracking
7
Website Tracking
You’ll know when someone you emailed visits your website.
Attachment Tracking
You can actually see as someone goes from page to page or slide to slide viewing your attachment.
How it works. Website tracking requires a Google Analytics-like script on your website. How to use it. • You send an email. It’s viewed or a link is clicked. • Your recipient visits your website -- now or in the future • Tout tracks where on the site they are paging around How to set it up. Once you are on our Startup plan, head over here and follow the instructions to paste a Javascript code into your website.
How it works. We’ll upload your attachment to a page on our website and direct your recipient to it, where tracking kicks in. How to use it. • Click on “Link to File” in an email or template • Choose a PDF, DOC or PPT • Upload your file and hit “Add to Email”
19
8
Let’s send a group email
ToutApp, Inc.
How to send a personalized email to 100 people at once
Group emails save you time. Grab the most engaged people, send them an email and each recipient receives their own personalized message.
Tout also delivers individual tracking statistics for each recipient.
21
How does emailing multiple people work?
1. Group your contacts: Put all your contacts together into a Tout group by uploading a CSV.
Sit back, relax, and enjoy the rest of your day knowing that you saved yourself the manual task of sending tons of emails.
Want to see a demonstration how to send a group email?
2. Create one message: Create a template name and edit your message.
3. Send: Pull up your group and click “Email Group.” Select your template and hit Send.
22
9
ToutApp in your CRM
ToutApp, Inc.
Tout and your CRM
• Use Tout to send a trackable email from within your CRM
How do I setup Tout in Salesforce?
In order to get started using ToutApp in Salesforce, check out our handy Getting Started Guide.
• View info tracking right from your CRM
• Automatically update every email that is sent through Tout to your CRM and assign it to the proper contact
• Sync leads and contacts with Tout to quickly send emails using dynamic fields
• Create templates and review your analytics from within your CRM
24
If you’re a Salesforce Admin, be sure to check out our installation guide first.
How do I setup Tout in all other CRMs?
Tip for how to make the most of Salesforce and Tout: Pull your Salesforce leads into your Tout Templates.
In order to set up Tout in your CRM, you’re going to want to head over to our Settings and Integrations page.
25
Tout in Gmail
10
ToutApp, Inc.
How do I use Tout in Gmail?
ToutApp Toolbar
Templates help you write personalized emails very quickly within Gmail.
27
Suggest meeting times from your Gmail calendar straight into the the email.
Link a doc, PDF, or PPT to learn when your attachment is opened and see specific page views and downloads.
28
Schedule your emails to be sent at a later time by Tout.
Tout recommends the best times to send an email based on when your emails are most likely to be opened.
29
Tout in Outlook
11
ToutApp, Inc.
How do I use Tout in Outlook?
ToutApp Toolbar In Outlook
Templates help you write personalized emails very quickly right from Outlook. You can save a template you draft up on the fly.
31
Tout’s Live Feed fits right into your Outlook. See in real time who is engaging with your sent emails - without having to leave your Inbox
To get started using email templates and tracking your email activity, head over to our Settings and Integrations page to integrate ToutApp in your Outlook.
32
12
Team Sharing and Analytics
Team Sharing and Analytics
• Streamline your sales process • Drive consistent messaging and content across your team • Gain deep insights and analytics across your sales funnel • Report across your team’s email activity
How it works: Each team member get their own account and are linked together by a team admin. You’ll be able to share email templates with your team and collaborate around content.
34
Set it up: Your templates are private by default. Simply click the “Share” button at the top of your template to share it with the rest of your team.
35
Odds and Ends
13
ToutApp, Inc.
How should I use toutapp.com?
Edit Account Information
Want to sync your all of LinkedIn contacts to Tout or check out your billing? Head on over to our Settings and Integrations page. There you’ll be able to manage everything from integrations to tracking and analytics.
Send Group Emails
Want to send a personalized email to 100 people? Cool! Head to the Relationships page on toutapp.com. Click here to create and populate your group with contacts and send an email to everyone.
37
Edit your Email Signature
Your email signature has more of an impression than you think. Head over to
https://toutapp.com/account/edit and click
“Edit Email Signature and Delivery.” We recommend adding your company logo and some press links to up your game.
Detailed Tracking
Think of how powerful it would be to be able to see who is visiting your corporate
website, what pages they are interested in
and when they are visiting.
38
Next Steps
14
ToutApp, Inc.
Start Touting!
We want you to be as productive, happy and successful as possible using our product. That’s why we’ve designed our Happiness process to make this happen.
Have a question? Ask it here.
Have a problem? Report it here.
Want to just talk? Click here.
40
Meet Our Senior Happiness Officers
Lauren Buchsbaum
Questions or concerns? Talk to Lauren or Tara today.
Tara Meyer
41
Simple steps to email happiness
ToutApp New User Guide
ToutApp Essentials
Chapter 1: Welcome to ToutApp Chapter 8: Let’s Send a Group Email Chapter 2: How to fit Tout into My Workflow Chapter 9: ToutApp in your CRM Chapter 3: Which Tout Edition is Right for me? Chapter 10: ToutApp in your Gmail Chapter 11: ToutApp in your Outlook
Chapter 4: Create a Template and Send an Email
Chapter 5: Why is Tracking a Big Deal?
Chapter 12: Team Sharing and Analytics
Chapter 6: View and Click Tracking
Chapter 13: Odds and Ends
Chapter 7: Website and Attachment Tracking
Chapter 14: Next Steps
Welcome to ToutApp
1
ToutApp, Inc.
5 Ways Tout Will Help You Be More Productive
1. Learn what ACTUALLY happens after you hit “send.” Email tracking gives you a real-time view into how your day-to-day communications are resonating with your leads, prospects, customers and clients.
2. Write your emails faster. Customizable templates eliminate the tedious task of copying and pasting that same message over and over again.
3. Share best practices across your team. Create and collaborate around shared templates. Access analytics to see what’s working. 4. Know if your messaging is effective. Tout analytics reports which messaging is effective and how much engagement you are getting with your sent emails.
3
4. Save time. Group emails allow you to send a personalized message to a number of people at once, saving your precious time.
5. Fits into the tools you already use. Tout offers deep integrations to streamline your entire communications process and unify all your tools. Send trackable emails from Gmail, Outlook and your CRM.
4
We work where you work
2
ToutApp, Inc.
How does ToutApp fit into my email workflow?
In today's hyper-connected world, it's easy to get lost in the thousands of email messages we transact upon with all the tools we use.
You’re probably wondering where Tout fits in. Whether you are reaching out for the first time, following up on a meeting or trying to nurture your most active customers, you have an email for that and most often it is repetitive.
6
8 ways ToutApp fits in your workflow
1. Use for any and all day-to-day emails 2. Emailing from the tools you already use. 3. Reaching out to cold, warm or hot leads 4. Scheduling a demo, meeting or call 5. Timing your email and phone follow up 6. Closing the deal 7. Nurturing relationships 8. Follow up, follow up, follow up
=
ToutApp fits in your workflow
7
Which Tout edition is right for me?
3
ToutApp, Inc.
Looking to go solo or join Tout with your team?
Here’s the breakdown of our pricing plans.
Professional Plan: Great for single users looking to use Tout for day-to-day email activity. CEOs, entrepreneurs and professionals love this plan for basic email tracking, CRM integration and templates.
Startup Plan: Recommended for startups and smaller companies. If you’re looking to share templates, groups and have analytics across a small team, this is the plan for you. The Startup plan is also popular for solo users looking for increased email limits and group sizes. Invite your team!
9
Small Biz Plan: Any more than 5 users and this is the plan for you! You’ll have access to ALL of Tout’s features, with team templates, analytics and the maximum amount of emails and groups. AND you’ll have custom domain and website tracking. Enterprise Plan: Looking to use Tout with your sales team? Schedule a call with us.
Free Plan: Use email sparingly? This plan offers 5 trackable emails per day. If you’re looking to evaluate Tout without the commitment, though, we recommend trialing a paid plan for two weeks.
Lite Plan: If you’re on a budget and looking to send emails casually, this might be the plan for you. The Lite plan is more restricting than the Professional Plan, with only 15 trackable emails per day and no CRM integration. If you’re not a full-time sales professional this might work for you!
To manage your account go to Settings and Integrations.
10
Create a template and send an email
4
ToutApp, Inc.
Why should I use templates?
Templates eliminate repetitive emails, so you can focus on selling versus the mechanics.
• Automatically cc/bcc recipients
Let’s create your first template
1. Navigate to the Templates page on toutapp.com 2. Select the + button next to Categories 3. Choose a category and a name
• Auto-attach files • Link to your presentations • Use dynamic fields to personalize your emails 4. Click Create 5. Paste an existing email into the body 6. Click Save
Tip for writing kickass emails: the simpler, the shorter, the better.
12
Tip for writing kickass emails: personalization is key.
Get started with dynamic fields
How does Tout know your the name of your lead? Dynamic fields are connected to the information stored within your Relationships page.
Dynamic fields allow you to auto-complete templates and email multiple contacts at once.
1. Click Edit next to a current template 2. Click the button that says Dynamic Fields 3. Select dynamic fields to include from the added drop down 4. Done! Now that you have your template with dynamic fields, you’re ready to get back to
13
Why is tracking a big deal?
5
I don’t know what happens to my email after I hit “send.”
We’ve all been there... you send an email, try to schedule a meeting, even close a deal and NO REPLY.
• Know what the people you email are actually interested in • Use that knowledge to send targeted and relevant follow up • No reply yet? Check in with a purpose • Know when people are most likely to open your emails, so you can get noticed in their inbox • Warm up your cold calls; know exactly when your lead is engaged so you can time your call • Eliminate anxiety around hearing back from a BIG lead, customer or account • Spend less of your time with people that are not engaged... or dead • Use overall tracking analytics to be more successful with outreach
15
6
View and Click Tracking
View Tracking
You’ll know when your email is opened.
Click Tracking
You’ll know when a link in your email is clicked.
How to use it. Send an email from our website or hit the “Tout It Button” in Gmail or Outlook. How it works. We track email opens by placing an invisible image inside the emails you send. If your recipients’ images are enabled, it will show up as a view.
How to use it. Send an email from our website or hit the “Tout It” button in Gmail or Outlook. How it works. For tracking link clickthroughs, we’ll replace your original link with a trackable link that redirects to your original url.
17
Website and Attachment Tracking
7
Website Tracking
You’ll know when someone you emailed visits your website.
Attachment Tracking
You can actually see as someone goes from page to page or slide to slide viewing your attachment.
How it works. Website tracking requires a Google Analytics-like script on your website. How to use it. • You send an email. It’s viewed or a link is clicked. • Your recipient visits your website -- now or in the future • Tout tracks where on the site they are paging around How to set it up. Once you are on our Startup plan, head over here and follow the instructions to paste a Javascript code into your website.
How it works. We’ll upload your attachment to a page on our website and direct your recipient to it, where tracking kicks in. How to use it. • Click on “Link to File” in an email or template • Choose a PDF, DOC or PPT • Upload your file and hit “Add to Email”
19
8
Let’s send a group email
ToutApp, Inc.
How to send a personalized email to 100 people at once
Group emails save you time. Grab the most engaged people, send them an email and each recipient receives their own personalized message.
Tout also delivers individual tracking statistics for each recipient.
21
How does emailing multiple people work?
1. Group your contacts: Put all your contacts together into a Tout group by uploading a CSV.
Sit back, relax, and enjoy the rest of your day knowing that you saved yourself the manual task of sending tons of emails.
Want to see a demonstration how to send a group email?
2. Create one message: Create a template name and edit your message.
3. Send: Pull up your group and click “Email Group.” Select your template and hit Send.
22
9
ToutApp in your CRM
ToutApp, Inc.
Tout and your CRM
• Use Tout to send a trackable email from within your CRM
How do I setup Tout in Salesforce?
In order to get started using ToutApp in Salesforce, check out our handy Getting Started Guide.
• View info tracking right from your CRM
• Automatically update every email that is sent through Tout to your CRM and assign it to the proper contact
• Sync leads and contacts with Tout to quickly send emails using dynamic fields
• Create templates and review your analytics from within your CRM
24
If you’re a Salesforce Admin, be sure to check out our installation guide first.
How do I setup Tout in all other CRMs?
Tip for how to make the most of Salesforce and Tout: Pull your Salesforce leads into your Tout Templates.
In order to set up Tout in your CRM, you’re going to want to head over to our Settings and Integrations page.
25
Tout in Gmail
10
ToutApp, Inc.
How do I use Tout in Gmail?
ToutApp Toolbar
Templates help you write personalized emails very quickly within Gmail.
27
Suggest meeting times from your Gmail calendar straight into the the email.
Link a doc, PDF, or PPT to learn when your attachment is opened and see specific page views and downloads.
28
Schedule your emails to be sent at a later time by Tout.
Tout recommends the best times to send an email based on when your emails are most likely to be opened.
29
Tout in Outlook
11
ToutApp, Inc.
How do I use Tout in Outlook?
ToutApp Toolbar In Outlook
Templates help you write personalized emails very quickly right from Outlook. You can save a template you draft up on the fly.
31
Tout’s Live Feed fits right into your Outlook. See in real time who is engaging with your sent emails - without having to leave your Inbox
To get started using email templates and tracking your email activity, head over to our Settings and Integrations page to integrate ToutApp in your Outlook.
32
12
Team Sharing and Analytics
Team Sharing and Analytics
• Streamline your sales process • Drive consistent messaging and content across your team • Gain deep insights and analytics across your sales funnel • Report across your team’s email activity
How it works: Each team member get their own account and are linked together by a team admin. You’ll be able to share email templates with your team and collaborate around content.
34
Set it up: Your templates are private by default. Simply click the “Share” button at the top of your template to share it with the rest of your team.
35
Odds and Ends
13
ToutApp, Inc.
How should I use toutapp.com?
Edit Account Information
Want to sync your all of LinkedIn contacts to Tout or check out your billing? Head on over to our Settings and Integrations page. There you’ll be able to manage everything from integrations to tracking and analytics.
Send Group Emails
Want to send a personalized email to 100 people? Cool! Head to the Relationships page on toutapp.com. Click here to create and populate your group with contacts and send an email to everyone.
37
Edit your Email Signature
Your email signature has more of an impression than you think. Head over to
https://toutapp.com/account/edit and click
“Edit Email Signature and Delivery.” We recommend adding your company logo and some press links to up your game.
Detailed Tracking
Think of how powerful it would be to be able to see who is visiting your corporate
website, what pages they are interested in
and when they are visiting.
38
Next Steps
14
ToutApp, Inc.
Start Touting!
We want you to be as productive, happy and successful as possible using our product. That’s why we’ve designed our Happiness process to make this happen.
Have a question? Ask it here.
Have a problem? Report it here.
Want to just talk? Click here.
40
Meet Our Senior Happiness Officers
Lauren Buchsbaum
Questions or concerns? Talk to Lauren or Tara today.
Tara Meyer
41
