Our Push to Tout button will take a list of your Leads/Contacts in Salesforce and push these contacts into a group in ToutApp. From here, you can quickly send off a customizable group email with Tout tracking attached. You can Push to Tout from list views of Leads/Contacts
- ToutApp Salesforce package installed by Salesforce Admin
- Push to Tout button installed to list view by Salesforce Admin
- Salesforce Connection made with ToutApp for user making the Push
1) Click on the Lead/Contact tab in Salesforce
2)Toggle to the List View you would like to Push to Tout next to the Go button
3) Click Go
4) Select all the leads/contacts you want to be pushed to tout
5) Select Push to Tout
6) A new window will appear verifying the number of Leads/Contacts you would like to push over. Select 'Proceed to Group'. Toutapp will not push over any contacts marked as Email Opt Out in Salesforce or Unsubscribed in ToutApp.
ToutApp will add this group titled "SFDC-......" to the Relationships page on toutapp.com.
From here just select "Email Entire Group" to send out this group email!
It's as simple as that!