toutapp installation guide for salesforce

7/31/2019 ToutApp Installation Guide for Salesforce

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ToutApp Installation Guide(for Salesforce)


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Table of Contents

Overview 1What is ToutApp? 1What does ToutApp do? 1How is ToutApp different from the other Email tools in AppExchange? 1

ToutApp vs. Email Marketing Services 1ToutApp vs. Marketing Automation Tools 1

About ToutApp + Salesforce 2Installation Guide 3

Install ToutApp from AppExchange 3Set up your ToutApp Account 5Set up Email Tab and Buttons in Salesforce 6Invite your Team Members into ToutApp 9

Using ToutApp in Salesforce 10Send your first Email from Salesforce 10Track your Emails 11Tweak your Email Signature 12

View Reports based on your Email Activity 14Where to Get Help 15ToutApp, Inc.


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Overview

What is ToutApp?

ToutApp is an email productivity tool built to help Sales, BizDev and PR professionals manage and

track their day-to-day emails more effectively.

What does ToutApp do?

How is ToutApp different from the other Email tools in AppExchange?

ToutApp vs. Email Marketing Services

Email Marketing Services (ESPs) like Constant Contact and Vertical Response are fantastic if you

have a list of 10,000 people and want to send them a marketing blast. However, when it comes to

the normal emails you send to your sales prospects to close your deals, youre just left with your

plain vanilla email client.

ToutApp brings the power of email templates and tracking that ESPs offer to your daily emails.

ToutApp vs. Marketing Automation Tools

Marketing Automation Tools like Marketo and Eloqua allows marketing to nurture inbound leads

with automated emails. However, when it comes to the real personal emails necessary to close

deals, these tools do not work.

ToutApp brings the power of prospect lists and simple email automations to everyday emails so

that Sales professionals can quickly follow up and email more sales prospects to close more deals.

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Benefits

Follow up with sales prospects quickly and

effortlessly with powerful Email Templates.

Real-Time Insights into how prospects are

interacting with your email communication.

CRM automatically updated without pains of

BCCing or manually updating.

Consistent messaging and tracking across your

sales organization.

Features

View, Click and Engagement Tracking on any

Email.

Powerful Email Templating with Auto-

Attachments, CC and BCC.

Stats, Templates and Emails accessible from

your iPhone, Salesforce and Email Client.

Reports and Analytics based on your Prospect

List and Email Conversations.


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About ToutApp + Salesforce

ToutApp is a cloud-based application designed to seamlessly work right from your browser

regardless of which Email System or CRM your company uses.

For Salesforce users, ToutApp has built a deep integration into the platform so that users of both

systems can seamlessly send emails and track analytics right from inside of Salesforce.

The rest of this guide will walk you through setting up ToutApp and Salesforce. This

includes:

Installing the ToutApp AppExchange package into your Salesforce organization

Setting up a ToutApp account for yourself

Inviting others on your team into ToutApp

Sending your first Email with ToutApp

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Instal lation Guide

Install ToutApp from AppExchange

1. Go to the ToutApp listing on Salesforce.coms AppExchange:

http://toutapp.com/appexchange

2. Click on Get It Now

3. When prompted with the Terms and Conditions, review, check the box and hit Install

when you are ready.

4. Review the package details and click on Continue

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5. ToutApp uses the Salesforce API to sync your Contacts data. Approve the API Access and hit

Next

6. Set the security level to Grant access to all users and then click Next

ToutApp maintains its own security access to your data. For this particular screen, we

recommend granting access to all users since it only defines access to the ToutApp button, not

any of the specific ToutApp email data.

7. Youre now ready to install the package, so click on Install

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8. Great! Now that the package is installed, the next section will walk you through on configuring

your ToutApp account.

Set up your ToutApp Account

1. Now, well connect Salesforce to your ToutApp account. If you already have a ToutApp

account, make sure you are logged in (from another tab). If you dont, dont worry about it, the

next step will handle setting up a new account for you.

2. Ready? click on Configure so that you can link Salesforce to your ToutApp account.

3. When prompted, click on Allow so that ToutApp can connect to your Salesforce

organization.

4. If you already have a ToutApp account, youll now be taken into ToutApp confirming that

your account has been connected. If you are a new ToutApp user, youll see a screen like

the one below which will walk you through setting up your account:

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5. Once your account is set up and connected, you can now set up the ToutApp tab and buttons

in your Salesforce organization. Well show you how in the next section.

Set up Email Tab and Buttons in Salesforce

In this section, well show you how to add the Tout Outbox tab and the Email with Tout button

into Salesforce so that you can seamlessly use ToutApp without leaving Salesforce.

1. Inside of Salesforce, click on your Name, and then click on Setup.

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2. Next, well customize the layout of your Leads page and add the custom button called Email

with Tout -- to do that, click on Customize, then click on Leads, and then click on Page

Layouts. From there, choose the Layout that you use and click Edit.

3. Then, click on Buttons, and then drag the Email with Tout button into the Custom

Buttons section. Once youre done, click Save in the top toolbar.

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4. Now that the Leads layout is done,you can do the same for the Contacts layout by

following the same steps.

5. Now, well go in and add the Tout Outbox tab. Click on the Plus sign to the right of your

Tab area.

6. Then click on Customize my Tabs

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7. From the list of Available Tabs, choose Tout Outbox, then click the Right arrow button so

that it appears under Selected Tabs. Then, click on Save.

8. Youll now have Email with Tout buttons and a Tout Outbox tab in Salesforce, which will

allow you to seamlessly email your Contacts and Leads without having to leave Salesforce.Also, as you send these emails out, Tout will automatically update Salesforce with your Email

Activity.

Invite your Team Members into ToutApp

Not only does ToutApp help you supercharge your Sales/BizDev emails, it also helps you share

templates and analytics with your team members and supercharge their emails as well.

Here is how you can invite your team members to use ToutApp with you:

1. Log into your ToutApp account at http://toutapp.com/pitches

2. Click on Team in the top navigation area

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3. Enter the email address of each team member youd like to invite. They will receive an email

and will be able to sign up for ToutApp from there.

Using ToutApp in Salesforce

Send your first Email from Salesforce

In this section, well walk you through sending your first ToutApp-enabled email from Salesforce.

1. Go into a Contact or Lead that youd like to Email

2. Click on the Email with Tout button

3. Compose your Email and then hit Send

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Track your Emails

Tout allows two ways for you to track the Emails youve sent and where they are in the process.

The first way is to use the Tout Outbox.To get to it, just click on the Tout Outbox tab in

Salesforce.

The second way is to use the Live Email Activity Feed (TM).

Click on the Live Feed link in the top navigation of the

Tout Outbox to get to it.

The Live Activity Feed shows you in Real-Time when your

sales prospects view and click on your emails.

Weve been told this is a fantastic way of knowing when to

follow up with Sales Prospects. When a prospect you

emailed two weeks ago finally gets around to viewing youremail, it is a great time to follow up with a phone call.

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Tweak your Email Signature

We highly recommend you have a full featured email signature that includes your name, title,

company and a link to your website. The more the better. It not only reduces the likelihood of your

emails getting caught in Spam, it also increases the engagement around your emails.

Tout has a very easy to use Email Signature builder that lets you fill out the pertinent information. To

set up your signature:

1. Log into your account at ToutApp: http://toutapp.com/pitches

2. Click on Settings from the top navigational area

3. Under Identity and Email Signatures, click Edit next to the Identity youd like to edit. You can

have multiple Identities in your Tout Account.

(continued on next page)

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4. You can now just fill out the pertinent fields using our Email Signature builder, or you can

uncheck the Automatically generate an Email Signature for me button to customize it for

yourself.

Please note that although we do include a mention of Tout in your Email Signature by default, it is

by no means required. Youre welcome to remove it.

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View Reports based on your Email Activity

Not only does ToutApp give you tracking and analytics on individual emails, it also generates

interesting insights across your team and across your templates based on the individual email data.

To view the statistics associated with the templates you are using, click on Tout Outbox, and then

from the top navigation area, click on Templates. Over here, youll see an overview of how many

times different templates has been used and which ones are performing the best.

In the near future, we plan on adding additional reports and stats derived from your email activity. If

you would like to see a particular type of report, let us know: [email protected].

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Where to Get Help

This guide is meant to help you get started with ToutApp and Salesforce. The possibilities are

endless in how you can supercharge your emails using ToutApp and were here to help you along

the way.

To learn more about ToutApp or to get help, visit Tout University: http://help.toutapp.com

ToutApp, Inc.
http://help.toutapp.com/http://help.toutapp.com/

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