Release Notes: Tidying Up

 

This week, we’re happy to share an array of positive improvements to our product – from UI glitches to feature enhancements. These upgrades to Tout are a direct result of your feedback, so please, keep it coming. Read on to get the specifics around what went out in our latest release.

Bugs Fixed:

  • We fixed a lone comma that appeared if a contact has a company but no title
  • There was an error that would prevent users from accurately filling out our Sign-Up form
  • We now allow for 50 contacts to be bulk-selected in Relationship Groups – which is the maximum number of contacts allowed to be sent a custom group email
  • We improved delays in posting event data in Salesforce
  • We fixed an error around CSV uploads to the Relationships page

UI Glitches Resolved:

  • When refreshing a Relationship Group, a styling issue with the number of contacts in the group was fixed.
  • It is no longer possible to accidentally delete the ‘Failed Delivery’ or ‘Delivery in Progress’ filters in the Conversations page.
  • In the Settings page, Step 4 now accurately takes users to the page to set up their Email Delivery Channel
  • Notes on a contact now consistently appear on Contact Details
  • You’ll now visually see when your changes in your Salesforce Settings are saved in Tout
  • Templates that use numbers and characters (ie -3×3 04/2015) are now linkable

 

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

Release Notes: Unsubscribe Functionality Overhaul

We know that email compliance is a big deal for your company. And, at Tout, your feedback is a big deal for our company. So, today we’re happy to tell you that we’ve completely overhauled how we handle unsubscribes – based solely off of your feedback.
Here’s what’s included in the overhaul:
 

To help with contact management:

 

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  1. There’s a new filter in the Relationships page that has ‘My Contacts’ so you know if it’s a contact you own or one that has been shared via a team member.
  2. In the contact details view, an end-user can now see who created the contact.

Customizing your Unsubscribe Language in the Settings Page:

unsubscribe_in_settings

  1. Now, we have a dedicated settings page to Unsubscribe Functionality. On this page, you’ll find two boxes. One for “Unsubscribe” and the other for “Block Unsubscribe”:
    • Unsubscribe – This will remove the recipient from groups and fail any existing scheduled emails to the recipient.
    • Block Unsubscribe – This will block the recipient from receiving emails from you and your team.
Adding an Unsubscribe when Editing a Template: 

 

unsubscribe_template
  1. Unsubscribe buttons (Helpful and Simple, respectively) are now gone. But don’t panic — they have been replaced with checkboxes so you can still quickly add an unsubscribe link in a template
  2. There’s now a deep link to the settings page to set up custom Unsubscribes.

Salesforce Opt Out Sync:

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  1. Your subscription Administrator can opt-in to a 2-way sync between Tout Unsubscribes and Salesforce Opt Out flags
    1. One-way syncing from Tout to Salesforce will occur in real time
    2. This bi-directional sync from Salesforce to Tout will happen every 24 hours

 

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

 

Release Notes: Admin Settings for Salesforce

This week, we’re really excited to share an update that has been requested by team administrators. For the first time, we have built global settings for Salesforce that an admin can apply.

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So what can an admin do?

  1. Enable 2-way Opt Out Sync
    1. Once enabled, Tout will check Salesforce every 24 hours for any Contact or Lead that has been marked as Opt Out and update that record as having Unsubscribed in ToutApp.com.
  2. Choose how your reps log emails to Salesforce
    1. Via the Salesforce API
    2. Via BCC
  3. Sync Salesforce Opportunities with Tout
    1. In addition to syncing over your Contacts and Leads, you can sync over Contacts and Leads tied to an opportunity
  4. Sync Tasks
    1. This enables a 2-way sync between Tout tasks and Salesforce tasks

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

 

Release Notes: Reply Tracking and Delivery Updates

This week, we’re happy to tell you about several improvements we’ve made to Tout – spanning from tracking Out of Office replies to updating you when your email has been Bounced or ended up in Spam.

New UI for Spam/Bounced Emails
  • Tout now bubbles up emails marked as Spam, in addition to bounced emails and delivered emails
    • Spam emails will be flagged with this icon: spam_icon2
    • Bounced emails will be flagged with this icon: bounced_icon2
  • Under the “Failed Deliveries” folder in the Conversations tab, you’ll see Spam and Bounced as filters
  • Tout bubbles up why an email was Bounced or marked as Spam Only IF it was reported
Out of Office Replies
  • For users that have a Gmail integration, Tout reply tracking technology will now capture Out of Office Replies (OOO) and bubble that up in the Live Feed and in the sent folder
    • OOO Replies will be flagged with this icon: Door_exit_with_arrow_to_the_right_16
    • These do not count as a true “reply” in Tout (and won’t affect your drip campaigns being turned off)
  • If a recipient views the email/engages otherwise after they’re back in the office Tout will reflect that

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.

Command Center: Step-by-Step

Earlier this week, we introduced Command Center – a brand new view for sending emails, following up and reaching out while the iron is hot. Whether it’s your Tasks for the day, identifying the most engaged people or personalizing a set of automated drip emails that are already scheduled, you can do it all right from this view.

 

Let’s dive in, feature-by-feature.

Keep Salesforce up to date.

  • All tasks sync bi-directionally between ToutApp and Salesforce so any edit you make will flow back and forth between our two platforms.
  • You can choose between four task types: Email, Call, InMail and Other
    • Email: This will open a new compose window for you to quickly choose a template and fire off that follow up email.
    • Call: This opens click to call and pulls in whatever phone number you have for that record in SF. Logs the call + notes in Salesforce.
    • InMail: When you choose the InMail option, Tout will open LinkedIn with a search for that contact so you can quickly connect or fire off an InMail message.
    • Other: Do you need to do something else to move the deal along? Send thank you flowers? Post a tweet? You can log that as a task too, by choosing ‘other’ as an option when you create your task.

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Never miss a follow up.

  • Schedule tasks right from an email (or from the Live Feed), whether you’re in Gmail, Outlook, Salesforce or ToutApp.com.
  • Have your templates automatically schedule a task each time you send an email using that task.

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  • All of your tasks due today and tomorrow will automatically appear in your tasks list in ToutApp.com and in your Live Feed.

 

Follow up in 1 click.

  • With new follow up action buttons in Command Center, sending a follow up is just a click away.

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Keep your most engaged prospects on your radar.

  • In Command Center, Tout bubbles up emails you’ve sent that have high engagement activity so you can call them or send them a follow up in just one click.

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Touch every email before it leaves your sent folder.

  • Did you just get off of a call with a prospect and have an email scheduled to go out to them later today? With the scheduled emails view, you can edit that email and add some personalization about your call before it goes out.

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Send out personalized emails at scale.

  • Select up to 50 contacts at a time to quickly send of an email, while still taking the time to add a sentence or two of personalization so you can book a meeting or close a deal.

Screen Shot 2015-06-18 at 4.59.50 PM

 

Follow up on a thread.

  • When sending a follow up email, or firing off a drip campaign, Tout will automatically pull in the the last email you sent, including the time and date it was sent appended to your email – to look like a true threaded follow up chain.

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Pretty cool, huh? To learn best practices around outbound sales, join our webinar with Tout’s very own Sales Development team next Wednesday, June 24th at 11am PST to learn messaging that gets replies and how to personalize at scale.

Release notes: Chrome Email Plugins

We’ve been really busy this month – working on a brand new home page for Tout, called Command Center. However, as always, we’ve been continually improving our platform in tandem with releasing brand new functionality.

This week, we’re happy to tell you about a few things we’ve updated and fixed:

  • A fix for our OWA integration (Microsoft had made a change that removed the “Tout It” button)
  • Resolved an issue where Niko would open blank in Gmail.

Want to download ToutApp for Chrome? You can, here.

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.

Release Notes: Dynamic field improvements

This week, we’re happy to tell you about several improvements we’ve made to Tout – spanning from dynamic fields performance, to support for special characters.

  1. Contacts with three names, like ‘Betty Sue-Ann’ will resolve correctly when using dynamic fields
  2. Fix for company name fallback with Salesforce Contact information
  3. We now support special characters, like “+”, in email addresses
  4. Tout will now display duplicate email addresses (up to 5 emails) that are being de-duplicated during the Push to Tout process

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.

Kareo Supercharges its Sales Productivity

The entire sales team at Kareo, an electronic health records company that streamlines everything from billing to collections for thousands of doctors’ practices nationwide.

When Rick Palmer, Sales Operations Manager at Kareo, was continually faced with productivity and messaging roadblocks from his sales team — he found that Tout was his teams solution.

“The insights and control from tracking and templates made it a no-brainer to bring in ToutApp,” said Rick Palmer.

Learn how Rick and his team at Kareo supercharges their productivity with ToutApp at their growing company.

 

Humans of Tout: Ami Bhatt, Software Engineer

Can you tell us your path to Software Engineering?

In college, I worked for a Construction company doing data analysis and gradually transitioned into a more hands-on Construction Engineering role that involved AutoCAD, plan analysis and data crunching. I really liked the role and thought I wanted to work in that field, but I needed to finish my degree.

I was going into my junior year at UC Davis and by that point, to change my major to Engineering would have set me back two years and it wasn’t financially possible. So, I finished my degree in Communications and went back to my Construction Engineering job and learned as much as I could. I still had a desire to learn more about Engineering, specifically Software, and when my Aunt told me about Quality Assurance classes that I could take online and at the Junior College, I knew this was my opportunity.

So, I started taking a few courses and immediately loved it. I loved solving problems, optimizing queries, and learning the many ways (and opinions) to solve a problem.

 

Then you went into QA?

My first job after Construction Engineering was as a QA Engineer at a semiconductor company. QA is about testing existing and new functionalities of a product and maintaining a high level of quality prior to a public release, but I was itching for a more complex role. At the same time I was still taking classes in Software Engineering, like PHP, Javascript, and SQL. Luckily, I had a very supportive manager and I talked to him about my interest in Software Engineering and he let me build a simple database tool that the company would use internally. I immediately loved the challenge of building something from scratch and hearing what features people would like to have. It was overwhelming, but challenge accepted. So, on top of my QA responsibilities, my manager gave me projects and I kept learning on my own. I spent time after work and on weekends reading, practicing and building on learned skills in development. I loved the excitement that I got from building a simple tool, even if it was just for data management. That was the bug that bite me.

Then I moved to a startup company called Milyoni as a QA Engineer, but I kept taking classes in development and I kept building my own side apps to build up my knowledge. I had another great manager at Milyoni and we were small enough that I asked them to give me a project to work on and they were interested in seeing what I could do beyond QA.

My first project was rough, but my manager liked it and supported my efforts in learning and introduced me to Ruby on Rails. After six months, the company transitioned my role from QA to Software Engineer. This meant that I’d be doing full-time development while learning on the job. I remember one weekend I stayed up 48 hours straight working on a side app on Ruby on Rails just so I could better understand the language and I loved it.

Now, every morning I wake up and think about what project and problem I’m working on next. I think about the problems that I’ll be able to solve or how to make our platform perform better and that’s exciting to me. With Tout, there’s a vast variety of what you can do as a Software Engineer beyond writing code.

 

Why is problem solving so satisfying?

Every day I walk into work and know that it’s not going to be the same as yesterday, or the day before. The problem I’m solving today may be a continuation of yesterday’s problem or a completely new one – but it’s never the same exact problem. That is what’s so satisfying – I’m constantly learning and am never stuck doing the same thing day-in, day-out. I may solve a problem one way one day, sleep on it and come back with another solution that’s better. And beyond just solving that one issue, I think about how do we go above and beyond and do better for people. I don’t want to just solve this one problem and issue, I want to see how I can take it up another level and provide a better experience to our customers as well as help our Support team.

 

Does an Engineer need to have a degree in Computer Science?

At ToutApp, we all have different backgrounds and degrees ranging from Computer Science, Graphic Design and others who don’t have backgrounds remotely close to Computer Science. I don’t think that having a degree in Computer Science makes anyone an engineer, it’s a great way to get a foundational understanding, but it’s not the only way to learn. I think a great engineer is one who thrives in learning and solving problems, is humble in that there is so much breadth of knowledge in regard to Engineering and development, is self motivated and seeks to understand the ‘why’ behind a solution. Those attributes speak a lot more than degrees and length of experience.

 

How does the Engineering team work at ToutApp?

We have two different streams: Stability and Momentum. Stability focuses on the existing platform and issues affecting the now. We aren’t just putting band-aids in place, we are thinking about how this is afflicting the customer and what we can do to make sure this not only resolves the issue, but betters the overall functionality. We work really close with our Customer Success and Support teams and the glory is knowing that we are helping people now and improving the overall experience with Tout. Momentum focuses on new projects and features like Sales Beat.

 

Why did you decide to join ToutApp?

I decided to join ToutApp because of the people. The Engineering team is very collaborative and open to communication and new ideas. But there was a number of things that I found very exciting before I did the interview, like taking a tour of the platform and reading about current clients and their experience with the product. I was really excited to see some of the early ToutApp customers such as Optimizely and Mixpanel, some of which are companies that I knew or worked with at my last company. When I came in for my interview, the company was clearly energetic and the people I met were proud of their role at ToutApp. The enthusiasm and upbeat vibe was infectious.

 

What’s it like to work here?

People are enthusiastic and they are proud to work here. Since it’s a startup company, there’s a lot of things that you can take initiative on, figure out processes and help people do their job more efficiently.

On the Engineering team, we all like to drink scotch, play board games and talk technology. Then we’ll have an Engineering offsite where we’ll all get to know each other outside of the office and occasionally talk shop or really anything that comes to mind. I like that we all have different backgrounds because we each bring different experiences, opinions, and ideas to the table and effectively work together. I think having an open-mind, a proactive personality, and a self driven personality is beneficial in working at ToutApp.

 

What do you do to let off steam?

I love working out, being outdoors and playing sports. I joined a rec league with a few coworkers and occasionally spend weekends exploring the parks up north. I enjoy travelling, just got back from a trip to Norway and Denmark. I still feel like a tourist so I’m always up for exploring more of beautiful San Francisco.

Release Notes: Sync your Touted Emails with Salesforce API

This week, we’re happy to tell you about a new option for logging Touted emails in Salesforce. Previously, you had the option to use your Email to Salesforce BCC address to log emails – now, you also have the option to log emails to Salesforce using Salesforce’s API. This is ideal for teams who don’t have the option to choose their Email to Salesforce settings. This functionality is available for all paid ToutApp plans.

How does it work?

  1. The API will map Tout Salesforce settings directly over to your Salesforce BCC settings
  2. This configuration will mimic the Salesforce BCC and how it assigns emails to Lead and Contact records.

Using the API is easier to set up because you don’t have to configure advanced Email to Salesforce settings.

To turn it on, just complete the following steps:

  1. Go to the Salesforce Configuration page in ToutApp
  2. Choose the option to “Log email activity to Salesforce via API”

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Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.