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Brought to you by: The Happiness Officers at ToutApp
Close more
deals.
ToutApp New User Guide
ToutApp Essentials
Chapter 1: Welcome to ToutApp
Chapter 2: How to fit Tout into My Workflow
Chapter 3: Which Tout Edition is Right for me?
Chapter 4: Create a Template and Send an Email
Chapter 5: Why is Tracking a Big Deal?
Chapter 6: View and Click Tracking
Chapter 7: Website and Attachment Tracking
Chapter 8: Let’s Send a Group Email
Chapter 9: ToutApp in your CRM
Chapter 10: ToutApp in your Gmail
Chapter 11: ToutApp in your Outlook
Chapter 12: Team Sharing and Analytics
Chapter 13: Odds and Ends
Chapter 14: Next Steps
1
Welcome to
ToutApp
3
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.
ToutApp, Inc.
3. Share best practices across
your team. Create and collaborate
around shared templates. Access
analytics to see what’s working.
4
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.
2
We work where you
work
6

 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.
ToutApp, Inc.
How does ToutApp fit
into my email workflow?
7
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
8 ways ToutApp fits in
your workflow
ToutApp fits in
your workflow
=
3
Which Tout edition is
right for me?
9
ToutApp, Inc.
Looking to go
solo or join Tout
with your team?
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!
Here’s the breakdown of our pricing
plans.
10
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?
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, head to
settings and integrations.
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.
4
Create a template and
send an email
12
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
4. Click Create
5. Paste an existing email into the body
6. Click Save
ToutApp, Inc.
Why should I use
templates?
Tip for writing kickass emails: the simpler, the shorter, the better.
Templates eliminate repetitive emails, so you can
focus on selling versus the mechanics.
• Automatically cc/bcc recipients
• Auto-attach files
• Link to your presentations
• Use dynamic fields to personalize your emails
13
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.
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
emailing.
Dynamic fields allow you to auto-complete
templates and email multiple contacts at
once.
Tip for writing kickass emails: personalization is key.
5
Why is tracking a
big deal?
15
ToutApp, Inc.
I never know what is
happening to my email after
I hit “Send.”
• 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

 We’ve all been there... you send an
email, try to schedule a meeting, even
close a deal and NO REPLY.
6
View and Click
Tracking
17
ToutApp, Inc.
View Tracking
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.
You’ll know when your email is opened.
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.
Click Tracking
You’ll know when a link in your email is
clicked.
7
Website and
Attachment Tracking
19
ToutApp, Inc.
Website Tracking
You’ll know when someone you emailed visits
your website.
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.
• Tout tracks where on the site they are paging.
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”
Attachment Tracking
You can actually see as someone goes
from page to page or slide to slide viewing
your attachment.
8
Let’s send a group
email
21
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.
22
1. Group your contacts: Put all your
contacts together into a Tout group by
uploading a CSV.
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.
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?
How does emailing
multiple people work?
9
ToutApp in your
CRM
24
ToutApp, Inc.
Tout and your CRM How do I setup Tout
in Salesforce?
• Use Tout to send a trackable email from within
your CRM
• 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
In order to get started using ToutApp
in Salesforce, check out our handy
Getting Started Guide.
25
Tip for how to make the most of
Salesforce and Tout: Pull your Salesforce
leads into your Tout Templates.
If you’re a Salesforce Admin, be sure
to check out our installation guide first.
How do I setup Tout
in all other CRMs?
In order to set up Tout in your CRM, you’re
going to want to head over to our Settings
and integrations page.
10
Tout in Gmail
27
ToutApp, Inc.
How do I use Tout
in Gmail?
ToutApp Toolbar
Templates help you write personalized
emails very quickly within Gmail.
28
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.
29
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.
11
Tout in Outlook
31
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.
32
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.
12
Team Sharing and
Analytics
34
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.
35
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.
13
Odds and Ends
37
ToutApp, Inc.
How should I use
toutapp.com?
Edit Account Information
Send Group Emails
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.
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.
38
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.
Edit your Email Signature
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.
Detailed Tracking
14
Next Steps
40
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.
41
Tara Meyer
Lauren
Buchsbaum
Meet Our Senior
Happiness Officers
Questions or concerns?
Talk to Lauren or Tara today.

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Close More Deals

  • 1. Brought to you by: The Happiness Officers at ToutApp Close more deals. ToutApp New User Guide
  • 2. ToutApp Essentials Chapter 1: Welcome to ToutApp Chapter 2: How to fit Tout into My Workflow Chapter 3: Which Tout Edition is Right for me? Chapter 4: Create a Template and Send an Email Chapter 5: Why is Tracking a Big Deal? Chapter 6: View and Click Tracking Chapter 7: Website and Attachment Tracking Chapter 8: Let’s Send a Group Email Chapter 9: ToutApp in your CRM Chapter 10: ToutApp in your Gmail Chapter 11: ToutApp in your Outlook Chapter 12: Team Sharing and Analytics Chapter 13: Odds and Ends Chapter 14: Next Steps
  • 4. 3 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. ToutApp, Inc.
  • 5. 3. Share best practices across your team. Create and collaborate around shared templates. Access analytics to see what’s working. 4 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.
  • 6. 2 We work where you work
  • 7. 6 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. ToutApp, Inc. How does ToutApp fit into my email workflow?
  • 8. 7 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 8 ways ToutApp fits in your workflow ToutApp fits in your workflow =
  • 9. 3 Which Tout edition is right for me?
  • 10. 9 ToutApp, Inc. Looking to go solo or join Tout with your team? 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! Here’s the breakdown of our pricing plans.
  • 11. 10 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? 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, head to settings and integrations. 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.
  • 12. 4 Create a template and send an email
  • 13. 12 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 4. Click Create 5. Paste an existing email into the body 6. Click Save ToutApp, Inc. Why should I use templates? Tip for writing kickass emails: the simpler, the shorter, the better. Templates eliminate repetitive emails, so you can focus on selling versus the mechanics. • Automatically cc/bcc recipients • Auto-attach files • Link to your presentations • Use dynamic fields to personalize your emails
  • 14. 13 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. 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 emailing. Dynamic fields allow you to auto-complete templates and email multiple contacts at once. Tip for writing kickass emails: personalization is key.
  • 15. 5 Why is tracking a big deal?
  • 16. 15 ToutApp, Inc. I never know what is happening to my email after I hit “Send.” • 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 We’ve all been there... you send an email, try to schedule a meeting, even close a deal and NO REPLY.
  • 18. 17 ToutApp, Inc. View Tracking 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. You’ll know when your email is opened. 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. Click Tracking You’ll know when a link in your email is clicked.
  • 20. 19 ToutApp, Inc. Website Tracking You’ll know when someone you emailed visits your website. 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. • Tout tracks where on the site they are paging. 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” Attachment Tracking You can actually see as someone goes from page to page or slide to slide viewing your attachment.
  • 21. 8 Let’s send a group email
  • 22. 21 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.
  • 23. 22 1. Group your contacts: Put all your contacts together into a Tout group by uploading a CSV. 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. 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? How does emailing multiple people work?
  • 25. 24 ToutApp, Inc. Tout and your CRM How do I setup Tout in Salesforce? • Use Tout to send a trackable email from within your CRM • 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 In order to get started using ToutApp in Salesforce, check out our handy Getting Started Guide.
  • 26. 25 Tip for how to make the most of Salesforce and Tout: Pull your Salesforce leads into your Tout Templates. If you’re a Salesforce Admin, be sure to check out our installation guide first. How do I setup Tout in all other CRMs? In order to set up Tout in your CRM, you’re going to want to head over to our Settings and integrations page.
  • 28. 27 ToutApp, Inc. How do I use Tout in Gmail? ToutApp Toolbar Templates help you write personalized emails very quickly within Gmail.
  • 29. 28 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.
  • 30. 29 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.
  • 32. 31 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.
  • 33. 32 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.
  • 35. 34 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.
  • 36. 35 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.
  • 38. 37 ToutApp, Inc. How should I use toutapp.com? Edit Account Information Send Group Emails 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. 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.
  • 39. 38 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. Edit your Email Signature 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. Detailed Tracking
  • 41. 40 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.
  • 42. 41 Tara Meyer Lauren Buchsbaum Meet Our Senior Happiness Officers Questions or concerns? Talk to Lauren or Tara today.