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Release Notes: Slack Integration(!) and other updates

Always logged in to Slack at work? Us too.

Which is why we partnered with the Slack team to build an app that creates a Tout Salesbeat channel in Slack.

Now, your sales team’s success is celebrated company-wide in a Slack channel – whenever a sales rep Rings the Gong in Tout, the deal is sent to Slack for the whole company to see.

Smells like the sweet success of team celebration.

Get your very own ToutApp Salesbeat channel, here.

But wait there’s more!

Our team has also been hard at work to improve our platform and our other integrations on the daily.

We’re not saying our engineering team looked like this over the last month, but we’re also not saying they didn’t:

So what have we done?

Updates to Tout in Gmail:

  • If you create a scheduled one-off email in Gmail (so it appears in your drafts folder) and delete the scheduled email from ToutApp.com, it will now delete the draft from Gmail
  • We’ve just finished rolling out a fix for the “Gmail display name missing in inbox” bug for customers that are using the Gmail API. With this fix, the emails sent using Gmail API will start displaying your name. We try to match the “from” email to the alias information from Gmail and get the display name. If we are unable to get the name, we fallback to using the name in your email signature in Tout.
  • Display name on send compliance emails (send compliance is how we talk about having your Touted emails get copied to your Sent folder in Gmail)  – ex: “brad pitt” will show instead of “brad@pitt.com” in the sent folder in gmail
  • If your Touted emails don’t get posted to your sent folder in Gmail, we now retry them until they do
  • We are now displaying the proper recipient in the “To:” field for emails we post to your Drafts folder
  • We now support large attachments (> 5mb) via Gmail API

 

Updates to Tout Sales Campaigns:

  • You now have visibility into which templates are part of a Campaign and who on your team is using them.
    • We now bubble up a message when you are deleting a Template that is associated with campaigns
  • Master Admins can re-name Campaign categories that have been shared
  • Non-Admins can now view the content of emails and tasks on Campaigns that have been shared with them. Previously you were left in the dark. LET THERE BE LIGHT.
  • We fixed a bug where adding a large group via “Add People” in the Campaigns tab was broken
  • We fixed a bug where Bounced Emails were counting towards delivered in Campaign Analytics.
  • We fixed a styling issue where you couldn’t see the full calendar when launching and scheduling a campaign from SFDC

Other:

  • We no longer support an integration with Capsule CRM.

 

Looking to become a Tout Pro? Visit Tout University for more tips and tricks.

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Release Notes: Campaigns 2.0 and Other Enhancements

New Year, New Campaigns

As you may have noticed, Campaigns has a new home in ToutApp.com.

And not only does it have a brand new home in our top navigation bar, it also has a brand new create and manage experience.

Going from this:

To this:

In addition to getting its own tab, we’ve added a slew of new features, enhancements and bug fixes to the latest and greatest version of Campaigns.

Including:

  • Easy setup
  • Quick view of who is on a Campaign and their progress
  • A new Campaigns-only Task list
  • Settings to make your Campaign as automated or as personalized as your sales process
  • The ability to kick off a Campaign everywhere you work – Gmail, Outlook, OWA, Salesforce and ToutApp.com

With January still close behind us we are diligent about keeping up with our New Year’s Resolution and continuing to improve Campaigns.

For example, you can now do bulk actions, sort and page through all of your tasks:

But that’s not all, we’ve also made the following improvements across the site:

  • We addressed an issue where phone numbers were showing up as the ‘default (email) address’ in some cases
  • We also fixed an issue where the Salesforce Settings set by a Tout Administer weren’t getting set across the entire team
  • We now delete pending/scheduled emails if a campaign is ended on a reply – previously they were falsely marked ‘failed delivery’
  • Previously, if you were logged into multiple Gmail accounts and Tout at the same time,  Tout didn’t know which email address you wanted to send from. Now, we pass the username you’re logged into in Gmail to Tout to deliver the email. Just make sure you’re on the latest version – ToutApp for Chrome v 8.5

 

Looking to become a Tout Pro? Visit Tout University for more tips and tricks.

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Campaigns Update

We’ve been hard at work this year to improve Tout Sales Campaigns – from giving you the ability to customize and schedule Campaigns right from your inbox and CRM to giving you the option to be hyper personal when sending Campaign emails.

Today, we’re excited to tell you about our biggest upgrade yet: Campaigns 2.0

Intro to Campaigns 2.0

We’re launching Campaigns 2.0 for everyone in 2017 – but if you’d like to get early access, sign up here.

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Release Notes: Improvements to Features and Integrations

We’ve been quite busy on the product/engineering side of things since my last update in February. We’ve given you more room in Tout, fixed bugs and improved our experience in Salesforce, Outlook AND Gmail. It’s amazing what can be accomplished with a little caffeine and some eclectic tunes (like David Bowie, Justin Bieber and Dropkick Murphys. And ok, ok, maybe just a little Kanye).

Read on to to learn about improvements.

ToutApp.com:

Powdering our nose:

  • We cleaned up the help menu to only give you what you need:
    • Tout University: The go-to site for tips, tricks and FAQs
    • Ask a Question form: Need best practices? Something seems off? Fill out this form and our happiness team will get back to you ASAP
    • Talk to Sales form: Need to add another seat to your account? Want to upgrade? Answer a few quick questions and sales will be in touch
  • New updated Favicon (the little image on the top of the browser tab) to be our current logo (helloooo 2016)
  • We added more room for activities by removing our footer across all pages in ToutApp.com
  • We removed the default dynamic fields in your email signature for first-time customers, to save some time in getting set up

Campaigns:

  • Some of you experienced throttling when your Campaign had multiple steps and the second email step was scheduled to go out at midnight. Moving forward this will not be an issue
  • Shared Campaigns are now editable by Master Admins (in addition to Team Admins). Teammates will not be able to edit a shared Campaign unless they have Admin status

Signatures and Templates:

  • Formatting(bulleted and numbered lists, text alignment etc.) were not saving on templates when the email was being sent. Now all formatting made through the text editor will show correctly when editing, as well as post-saving
  • Your email signature will now dynamically change when you toggle between identities in the Compose window in ToutApp.com
  • Any adjustment to image size in the image uploader (in either templates or in your email signature) will be saved to your desired size

Analytics:

  • You should see the Template name for your “Most Engaging Templates” in “Me” analytics instead of the subject line

CSV:

  • If you are on a plan with group limits, some of you may have experienced an issue when uploading a CSV with empty values. We now handle this case for CSV uploads.

Sales Gong:

  • Some customers were experiencing 500 errors when ringing the Sales Gong, but no more!

Integrations:

CRM:

  • Tout engagement events (view, click, reply, website visits, etc.) now consistently push to Marketo if you have the integration connected
  • With Salesforce Sync Override, new user added to a subscription should be able to connect to Salesforce via BCC or API and have their activity log
  • Non-Enterprise customers can now log their activity to Salesforce via API (if their subscription of Salesforce has that capability)
  • You can now email contacts with apostrophe’s in their email address when using the Email with Tout button in Salesforce or the blue Tout envelop (via the Chrome extension)

Gmail:

  • You can now successfully use the “Add Email to Salesforce” button in the read view of your inbox if that lead or contact exists in Salesforce

Outlook:

  • The Live Feed in Outlook is now the fully functional Live Feed that you get from ToutApp.com (woo!)
  • When you log into Tout – you should not be asked to download a login file
  • If you’re not logged in to Tout, you should see a modal to do so when you fire up Outlook
  • After logging in, you shouldn’t see any additional log in pop up
  • The Login screen no longer defaults to a blank page
  • Logging in from the Live Feed should work consistently
  • The Getting Started guide only displays when you’re getting started
  • Saving a Template from Outlook should save the Template in Toutapp.com under the category “Outlook Imports”
  • Some customers were experiencing an issue where Templates and Campaigns weren’t being displayed in the Compose Window
  • We fixed an incorrect spelling of the word “retrieve” (i before e….)
  • You can now change task priority (low, normal, high) from the Tasks List in the Live Feed
  • We fixed some styling issues in the Tasks List and Sales Beat tab in the Live Feed
  • We’re now using faster loading indicators
  • The “Give Feedback” modal now goes away after you submit said feedback
  • You can now successfully ring the Sales Gong from the Live Feed (We weren’t displaying the ‘Ring the Gong’ action button consistently)
  • You can now successfully uninstall Tout for Outlook (but why would you want to?)
  • Cleaned up Calendar performance
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Release Notes: Campaigns Enhancements

A little over a month ago, we released Sales Campaigns to help you translate your Sales Playbook into an easy to execute workflow.

We’ve been busy bees since the launch, quickly iterating and incorporating feedback from you. Today, I’m happy to share additional bug fixes and product enhancements made since the launch of Campaigns 1.1. The latest releases have focused on improving your experience with creating and running Campaigns.

Check out the improvements made:

  • You can now choose a category to put your Campaign in- regardless of the category you’re in:

Choose a Category for your new Campaign

  • You can now delete a scheduled email that is part of a campaign. Just click on the ‘delete’ button:Delete a Scheduled Campaign Email
  • Cloned Campaigns are now displaying for the right user – previously the creator of this Campaign was seeing the cloned version.
  • We’ve removed the 250 character limit on Call Scripts, InMail Scripts and Custom Task Instructions. Now, you can create and view scripts and instructions up to 1K characters.

That’s all for this week! If you’re a ToutApp enterprise customer, you can start taking advantage of these updates today.

Not an enterprise customer? Upgrade your account by contacting Sales today to gain access to Sales Campaigns.

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