Author Archive

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:

 

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:

 

Building Journeys

You can build customer Journeys by clicking on the Automations option from the left menu bar. A journey 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 a journey from scratch, you can click on Blank Journey. This would take you to the journey editor mode. On that screen, you can name your Journey in the top, and to the left, you can find your Triggers and Actions elements.

Triggers define what starts the journey, 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 take specific actions to a different path.

To start your journey, 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. Ex: start the workflow only if the person’s position at the company is CMO. This would look like this:

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 Journey. (You could also activate the Journey 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 journey starts and get turned on once the journey have ended.

 

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”.
  • 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.
  • edit image:
    Note: Editing an image and saving the window, will create a new version of the original with your edits applied to it. It will not override the existing image.
    After clicking edit image, a photo editor will open:
  • Filters:
    To navigate and find files use the Filters located on the top right of the toolbar.

Add Custom Events to Contact Timeline Via API

You can add custom events to your contact’s timeline and activity log using the addNewActivity API call. This is beneficial if you would like to log data from your own platform to your VBOUT account, such as support tickets and more.

To add a custom event, use the function below using CURL or PHP and replace the data with your own API KEY  as well as the contact’s id:

<?php 
    require_once('../PATH/TO/services/EmailMarketingWS.php');

    // Replace {YOUR_API_KEY} with the API KEY provided from the link above.
    $user_key = array('api_key' => '{YOUR_API_KEY}');
	
    $app = new EmailMarketingWS($user_key);
    $parms = array(
        'id' => 'xxxxx',                              // Replace with the Contact ID
        'description' => 'this is my first activity', // Replace the Description with your Activity's description.
        'datetime' => '2018-08-23 18:00',             // Replace with the Date and Time the Activity is recorded
    );

    $results = $app->addNewActivity($parms);

    print_r($results);
?>

Then end result will look like this:

Note that you can use the activity filter to preview the custom events within the contact’s timeline.

Allow Repeat Form Submission From The Same Email Contact

By default, an email is unique to a list and can be added only once, using opt-in forms, mass upload, API or third-party integration. If you want to allow adding a contact, more than once to a list (ex: Contact us form on your website), navigate to your Lists page and from the right side options drop down choose Form Builder. Expand the Email Address field and mark it Not Required. 

Note: When you make your email Not Required, you will allow people to submit your form without providing their email address. You might want to add an input required attribute to your email form field where the form has been embedded.

View the modified embed form below.

<div class="vboutEmbedFormRow">
   <label class="title" for="custom-74068">Email Address</label>
   <div class="vboutEmbedFormField"><input required type="email" name="vbout_EmbedForm[field][74068]" id="custom-74068" value="" class="vfb-text   email email" data-error="Please enter your email." placeholder="Please enter your email." /></div>
</div>

Managing Automation Templates

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

 

  1. Click on Create Automation Template 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 journeys 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 report for a specific email template, click on Report from the templates view page. You will find details on open rate, clicks, bounces, spam and more.

Using Guides

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

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

Here are few examples of our most used Guides:

Happy Birthday Promotions

Free Trial Journey

Product Upsell

Reactivation Emails

Cart Abandonment

Education Journey

New User Onboarding

Webinar Signup Reminder

You will be redirected to the Journey Designer where you can make edits to the guide to match your own triggers, filters, delays and automation templates.  To find out more on how to build and manage a journey click here.