Author Archive

Connecting your social media profiles to VBOUT

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

Or click on the “+” sign:

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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File Manager

File Manager lets you organize and manage your files and media in one place to use them when sending Email Campaigns, designing Landing Pages and scheduling Social Media posts. All the assets you add to your File Manager are accessible on your Landing Page Builder, Email Template Builder as well as your Social Media publisher.

NOTE: There is no limit to the storage you have on your account, however, we recommend that you upload files and images that are optimized for web to give your recipients faster loading experience when opening your campaigns or visiting your Landing Pages.

  • Accessing File Manager:
    Go to EMAIL and click on File Manager.
  • Upload:
    To upload an image or a Downloadable PDF, click the Upload button located on the top left of the toolbar and then drag and drop the files to the uploader.
  • New Folder:
    To add folders click New Folder button located on the top left of the toolbar. We recommend using folder names without spaces, ex:” logos-artwork” vs “logos artwork”.
  • Design on Canva: This will open the Canva designer and you will be able to design an image from scratch on Canva:
  • show URL:
    If you wish to get the path to an image or a PDF file, right click on the file then click on show URL.
  • Filters:
    To navigate and find files use the Filters located on the top right of the toolbar.

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Creating Lists with Forms

Creating your lists is a fundamental step in getting started using your account. In this part, we will cover how to create a list and adjust its settings. To get started, click on the Contacts option from the left sidebar, select the Lists tab from the top, and click on the Create List button:

You will be prompted with a popup to insert basic list details, such as list name, sender email address (From email address), the sender name, and the reply-to email address. Those sender details are essential when sending a confirmation email for subscribers who sign up to your list. You can also add some details about this list to remind your users why they are receiving this email. After you are done with that, you can click on Create.

After you create your first list, you can build up the fields for records on that list using the Form Builder. To customize list fields go to your lists view, find the list you wish to configure and click on the actions –> Form Builder.

On the next page you will be able to edit your list/form fields by either adding new ones or delete/edit existing. To add a new field, you can single click on the type of field you’d like to add from the left options and it will automatically be added to the bottom of the form. By default, each list will have some premade fields, such as First Name, Last Name, Email and Phone. You can rename each field, and specify whether they are required or not. To edit a pre-existing field, click on it and it will switch into edit mode so you can make your changes. Once you are done, just click on the field again to apply your changes. Once you complete all your edits, you can save your form by clicking on Save Form in the bottom right.

If you are planning on embedding this form on your website or any other web page, you can get the embed code by clicking on the Embed Code button in the top of the form settings page.

The next step is configuring the general list/form settings by clicking on the blue Settings button right next to the Embed Code button. This will allow you to edit the content of the email your subscribers receive when they sign up to your new list. For example, you can choose the Subject line, edit your From, Reply-to and Name fields, and create the body of the email they receive. You can also edit the Success/Failure message they see right after they submit the form.

There are other settings that you can control from this page including whether you’d like to be notified of new sign ups (you can add multiple emails in here to be notified), and if you would like to turn the double opt-in on for your subscribers. You can choose to redirect the user after submission to a new page, such as a thank you page on your website or a landing page on your account. It is required that you hit the Submit button in the bottom right to save your changes.

 

Check this article to see all the type of fields you can use in a form/list.

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Importing Contacts to VBOUT

After creating your lists on your account, you have the option to import your database of contacts, to your lists, by using the Mass Import feature under the list Options. To access your mass import, follow the steps below:

  1. Go to your Contacts and select Lists tab from the top.
  2. Choose the list you’d like to import users to and click on Mass Import from the drop down option.
  3. A wizard popup will show where you can customize the import process and do your field mapping. The first step includes the list name, already pre-populated, as well as the option to specify if file headers exist on your Excel file (ex: Name, Email, Company, etc…).
    You can choose to update or skip contacts if they were already on that list.
    The file to upload must be a CSV or XLS are supported with a maximum size limit of 10 MB of data.
    Make sure the file is properly formatted and only includes the columns you want to import.
    Note: Random characters, badly formatted emails and missing required fields can break the upload process.
  4. After uploading the file, you can proceed to the next step where you map your Excel file columns (NAME ABOVE THE FIELD) to the fields you have created on your account under that list settings.
  5. If you haven’t created the fields on your list to match your imported list columns, you can create them by choosing one field type under the Create New Field below.

  6. Once you are ready, you can click on Import and the process will start.
  7. An email summary of your import will be sent to the account admin email.

NOTE: During the import process, the system scans every single record and matches it against existing fields, unsubscribe records, duplicates, bad formatting, required fields and more. This process can take a little bit of time. Make sure to check your file before uploading to make sure the data was properly formatted. If you are having an issue with the import, you can contact our support team and they will assist with the process.

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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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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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How to configure a CNAME to point to your landing pages

You can use your own domain name or sub-domain to point to your landing pages created on VBOUT. Furthermore, you can point the same domain name to multiple sub-pages from the same system. Below are simple instructions on how to use your own domain name:

What You’ll Need:

  • A domain.
  • Administrative access to your domain’s DNS with your domain hosting provider.
  • Access to your VBOUT account.
  • A Landing page

Configuring CNAME to point to your landing pages requires the following steps:

Step 1: Choose and register your domain name.

Step 2: Update your DNS settings with your registrar.

Step 3: Add your domain name to VBOUT and verify it.

Step 4: Point your root domain to VBOUT.

Step 1: Choose and register your domain name

If you don’t have a domain name already, you’ll need to choose and register one. You can purchase a domain name from a number of popular registrar sites. Our domain partner has good pricing and a simple domain name management. Registrars will charge you an annual service fee to maintain your domain, but VBOUT itself does not charge you extra for this feature.

Step 2: Update your DNS Settings with your registrar

Once you’ve registered your domain name, you’ll need to update the Domain Name System (DNS) settings with your registrar. On your registrar’s DNS settings page, create a CNAME record pointing it to “landing.” so your registrar knows to direct people from all your “xxx.my-business-name.com” subdomains to the VBOUT redirect engine. All registrars should have documentation on how to do this (Our support can always assist you in getting this configuration setup properly).

Below is an example of a domain managed from a CPANEL domain name DNS configuration:

 

Step 3: Add your Domain Name to VBOUT and verify it

After you’ve updated your domain’s DNS settings with your registrar.

1- To enter your domain name inside the designated field, click on the “+” sign:

2- Add the subdomain and the domain:

3- The domain will be added successfully but needs verification, click on verify to proceed.

4- You will be redirected to this page:

5- Click on Install:

Note: If you did not configure CNAME properly, you will receive this message:

6- Once you properly configure CNAME, you will see the following:

7- Once the SSL setup is completed, you will have a custom domain configured and secured:

You can edit CNAME configuration by clicking on the drop-down menu:

and edit the configuration:

Once you complete this setup you will be able to use your custom subdomain to point to your created landing page using this format: subdomain.my-business-name.com/page/[PAGE-ID] where page ID is the unique identifier of the page as provided by Vbout.com.

Step 4: Point your Root Domain to VBOUT

Making your root domain point to your landing page instead of a subdomain (i.e: adding www.mysite.com
follows the same concept as above with a couple additional steps involved:

  1. Add your main domain to your settings on VBOUT as in the above screenshot. i.e: add www.mysite.com or mysite.com to your settings on Vbout.com.
  2. Activate the option on VBOUT to point to a root domain. Check below:
  3. On the CNAME configuration of your domain you will have to add 2 records one for www.mysite.com, and the other for *.mysite.com and make each one of them point to landing.vbt.io
    NOTE: if you are using Godaddy, you won’t be able to point your Wildcard domain to an external site. You will have to use Godaddy’s domain forwarding to redirect from yoursite.com to www.yoursite.com.

To find out more about VBOUT Landing Pages, click here.

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Native Hubspot CRM Connector – VBOUT

You can connect one or multiple Hubspot accounts into your dashboard and start creating sync instances for the following objects:

  • Contacts
  • Deals
  • Companies

You can access the integration tab from under the Contacts > Hubspot Connector (Add-On must be installed or part of your plan)

The sync is bi-directional and can be customized as a one-time, recurrent or part of an automated journey at the contact level:

You can customize the sync data as well as your mapping criteria:

You can add different buckets of data and save your instance.

Get Destination URL by going to your List of Hubspot Syncs select the drop-down and click on the Get Destination URL option.

Here are some examples of how data will look like on Hubspot.

  • Campaigns open, Links clicked and Pages visited:
  • Lead status and Lead score
  • Goals reached
  • Automation triggered

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