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Building Automation

You can build customer automation workflow by clicking on the Automation option from the left menu bar. An automation can be one or a collection of workflows that you can create to automatically target contacts, using a simple drag and drop workflow designer.

If you are building an automation from scratch, you can click on Blank Automation. This would take you to the workflow editor. On that screen, you can name your automation in the top, and to the left, you can find your Triggers and Actions elements.

Triggers define what starts the automation, while actions are the events that take place thereafter. Filters and rules can be added in between actions so that you redirect specific user who takes specific actions to a different path.

To start your automation, you should always begin with a trigger element. Click on your preferred trigger from the left panel and drop it onto the grid. Double click on the trigger to preview the settings and configure any filters you want to set:

After finishing setting up the Trigger, you can start adding your sequence of actions. Ex: add a confirmation email to to be sent out to users who sign up to your specified list. You have to click on the Send Email under Actions and and drag it to the right of your Trigger. Double click on the Action to select the proper automation message or create a new one.

The last step would be connecting the Trigger to the Action. To do that, click on the trigger element, press on the black arrow head and drag it to the Action that should execute next.

You can also add Delays in between ActionsDelays are found within the Actions option list under Time Delay. Those as well can be configured by double clicking them and choosing the proper time to delay the next Action.

Additional action conditions are available when you double click on the connector. This will allow you to check for more specific case scenarios before executing an action.

Once you have your workflow ready, you can click on Actions in the top right and choose Save and Exit. Once you are outside the editor mode, you can activate the automation. (You could also activate the automation from inside the editor by clicking on Actions > Publish)

Note: If you are using the Specific Date trigger > This gets triggered on a specific date. You’ll need to specify the target list inside this trigger, and whether this trigger will execute once vs recurrent. Please be aware when using the recurrent option that the actions will execute each day, on the same user. So to avoid duplicate sending, you can use a flag within your fields set to turned off when the automation starts and get turned on once the automation has ended.

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Creating Email Campaigns

To create a new email campaign, select the Campaigns icon from the left sidebar and click on Create Campaign. The wizard will walk you through the 4 stages of the campaign creation:

  1. Setup: This is where you specify the campaign details like the campaign name (used internally), subject line, the type (Regular vs A/B testing), and other details. If you are setting up an A/B testing campaign, follow the additional options prompted on the screen to complete the AB testing criteria.
  2. Lists: On this step, you can choose who are you targeting between your Lists and your Audiences. You can always choose a combination of both. If duplicates were detected, the system will send the contact one email only.
  3. Design: On this step, you have the option to start your email from a ready template, use a prebuilt template, recycle an old template or create a new one from scratch. If you choose New Design you will have the option to either create a simple text email via Plain Text or to design your own via Template Designer. 
  4. Summary: This is the last step of the campaign where you can review your setup, run a spam check on your campaign and send a draft email to yourself.

Once you confirm that the template is ready, choose to send the campaign now or sometime in the future. You will also have the option to save the campaign as a draft to continue working on it at a later time.

Note: The system always uses your account timezone to send out the campaign.


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A/B Testing

To turn on A/B testing for your campaign, click on the A/B Campaign option during the first step of the campaign wizard (Setup).

Once you select A/B campaign, you will need to provide additional campaign related details like the Test Variable. It can be the Subject Line, From Email, From Name or Content. Once you select your variable, you need to provide a value for each version for this variable. For example, if you choose your Test Variable to be Subject Line, then you need to provide a subject line for Version A and a subject line for Version B. The split setting will ask you to configure how many emails will be sent to your target lists by splitting the total recipients into three groups. Subset A will get the first variation of your campaign, Subset B will get the second variation. Subset C will receive the winning version of both subsets.

If you chose the different content test, you will be prompted to insert both campaign content from the template builder screen.

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Managing Automated Messages

When creating automation with email sequences, you will need to have your email automated messages ready so that you can set them up inside your automated workflows. To get started with managing and creating your automated messages, go to Automation from the left sidebar and click on Automated Messages from the top menu.


  1. Click on Create Automated Message in the top right.

  2. The first step involves entering some basic campaign related details like the name of this template, a relevant subject line (personalization is recommended), the From and Reply To email addresses. For the template title, we always recommend a relevant name that you can easily reference back to as you are integrating them into the automation or creating your reports.
  3. Once you complete the email sender details click Next to go to the design step. This is where you can create your template from scratch or start from a ready made template. Below is a video on how you can create and customize your own email template design.
  4. The last step would be the summary step where you can confirm your design and settings before saving your work before clicking Save and Exit.

To preview the analytics for a specific email template, click on Analytics from the templates view page. You will find details on open rate, clicks, bounces, spam and more.

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Creating a Landing Page

To create a landing page, click on Builder from the left sidebar and then click on the Create a Landing Page button.

The first step is giving your project a name, for example it could be “August Webinar”… You can also give your page a title (this one is public) and fill out the meta description as well for SEO. VBOUT also allows you to upload your own Favicon for your landing pages. Hit Save Settings when you are done.

Next you can start building your landing page. To do that, from the left menu, you have three options:

  1. You can select Templates, this will present you with a group of landing page full templates that we have built for you. You can simply drag and drop them in the right building area. Once you do that you are free to edit the content as you see fit.
  2. You can select Design Your Own, this one will open up another sub menu for each page block or section (Header, Top Menu, Forms, Footers…) where you can select whatever block you need and drag and drop it in its designated area. You can also upload your own design or page by clicking on Upload your Own button in the bottom of this sub menu.

  3. You can select My Designs, and this one will display all your uploaded content so you can use them within your landing pages.

After dragging a block to the right, you will notice each block or section has its own controls in the top. This is what they allow you to:

  1. Change the block position within the page, for example move it up or down.
  2. Undo/Redo your changes.
  3. Access a block settings, for example if you are using a form block, the settings window will allow you to choose the VBOUT list associated with this form…
  4. View source code for current block.
  5. Add filtering options to this specific block. You can for example assign particular audiences for this block so they only can see it.
  6. Clone current block, and the duplicate one will be loaded underneath it.
  7. Remove or Reset state of current block.


Block Elements Details

After you add a block, you can click on any element inside this block, for example a text element, and then a settings menu will open on the left sidebar, and it will enable you to edit the font family, size and color of your text. Similar settings will also open up when you click on an image element, you will be able to upload a new image to replace it using the left sidebar.

Form Blocks

When adding a Form Block, VBOUT will automatically create a new list and link it to this form when you first save the page. If you already have a list that you would like to use, you can link it to the Form by clicking on Block Settings first. Then click on Populate Form tab, and activate the Use an existing email list option. Next you can select your list from the drop down menu and you can even hide/show certain fields within this list on the web form.

It’s important at the end to Save your Landing Page changes. VBOUT will automatically autosave versions of your Landing Page when you are making changes, this will allow you to fall back to different versions moving forward. However it’s really important that you save your page as a draft at least once.

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Using Automation Templates

When creating an automation you can start from scratch or choose from a library of prebuilt automation templates widely used by top marketing experts on the platform. Automation templates are based on end goals and can be a great starting point for your next successful automation. To get started with a guide, click on the Automation icon from the left sidebar and then select the right tab for Automation Templates.

Use the left panel to filter the library based on category purpose.  Once you find the right guide for you, click on Use Automation Template.

Here are few examples of our most used Automation Templates:

Happy Birthday Promotions

Free Trial Automation

Product Upsell

Reactivation Emails

Cart Abandonment

Education Automation

New User Onboarding

Webinar Signup Reminder

You will be redirected to the automation workflow designer where you can make edits to the automation template to match your own triggers, filters, delays and automated messages.  To find out more on how to build and manage an automation, click here.

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Adding Profiles and Authentication

You can connect and manage new profiles to your Social Media suite using Social Connect. To access Social Connect, you can either click on the Connect Profile as a new user:

Or navigate to your Streams→ Add New Account:

The Social Connect will open prompting you with the different profiles options to connect to the platform. From there you can preview how many profiles are connected, manage existing connections and track pages with that have connection problems.

To connect a Facebook company page, you have to click on the Connect a Page and Authorize VBOUT through the 3-steps permission below:

Once you complete the Authorization prompt, you will be redirected to your Social Connect where you must expand the page and choose which page(s) to manage:

Once you choose the profiles, click on Save. Each page will be counted as a profile:

Connecting a Linkedin Company page works similarly like Facebook Pages. You must expand the the profile and choose which company(s) to manage. Each company is counted as one profile:

Connecting a Pinterest account will prompt you with the option to choose which Board(s) to manage. Each board is counted as a profile:

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Creating Webhooks

You can trigger smart popups and messages on your website by using the Webhook feature available on your account. To get started with Webhooks, click on Builder > Webhooks from the top menu.

Creating webhooks include the three steps in the tabs below:

Action TypeAction RulesDesign

This is where you specify the Webhook Name,
When To TriggerOn Page ExitOn Page Entry, or On Goal Triggered,
Page URL: where to execute it (you can use multiple) or once a Goal is triggered.
Choose Type: HTML message, Subscription Form, Polling Popup, Redirection URL, or Javascript Code.
You can also Set a start and end date for this action.
Note: The On Exit Trigger only works for desktop screens for now and is not supported by mobile/tablet touch screens as of now.

This is where you specify your:
Target Users: All Visitors, Contacts, or Anonymous.
Device Filter: All Devices, Desktop, or Mobile.
PPC Referral Network Filter: Google, Bing, Facebook, Twitter, LinkedIn.
Geo-Location Filter.
Action Frequency: 
Repeats or One Time.
Delays for this Action.
Example: Trigger an Optin Form Popup, for all site visitors, from the United States, who came from a Google Ad Campaign, 25 seconds after they visit the pricing page.

This is where you can visually edit your content, media and labels for that Webhook. Split Testing is also available so you can test different variations of your Webhook (split testing supports up to 5 test variations). With Split Testing you could test multiple versions of your popup, along with the winning criteria and let the engine pick the winning variation to take effect after the test period ends. Once you are done with this step, you can click on Save Webhook.

Once you save the Webhook, you can control it’s status from the Webhooks screen. To disable the Webhook toggle the on/off switch.

Note: The color editor included within the visual Webhook editor can be used to edit text colors and background color. This won’t work if you are trying to change the background color of the entire Webhook, the submit button or the color of the form fields.

You can create a webhook with a form by following these steps:

Go to Action Type and choose Subscription Form, choose the list with form that contains the fields you want to include:

After finishing creating the webhook, here’s how it will appear:

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