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Manage Custom Plans

The custom plans feature will allow you to create a-la-carte marketing plans, for your customers. This means you can create a plan that includes Email Marketing and call it “Email Frenzy Gold”.

To add a new custom plan, you can click on My Custom Plans from the left partnership side menu, then click on Add Plan.

  1. You will need to give your new plan a name, a description and an ID to specify the orders of the plans for your client’s upgrade/downgrade process.
  2. Next, you must add a new feature to your plan by clicking on the plus sign. On the drop, you can choose the VBOUT product you wish to offer then choose from the different plan limits and pricing options offered exclusively from this portal. (for example you can choose the Email Marketing product, with 10,000 emails/mo or 50,000 emails/mo…). Once you finish adding all the products and limits press Add to add the product into the plan.
  3. VBOUT will automatically display the total base price for the features you picked minus your discount as a partner. You also have the ability to set your own price for your customers and upsell the plans as you see fit. Total Profits = Selling Price – 0.3*(Total Base Price) – Processing fees.

Once you finish that, you will need to click on Create in the bottom right to actually create the plan. If you list your custom plans you will see that each one of them will have its own unique registration URL which will be used to sign up to this custom plan.

Your customers can use the custom plan URL above to sign up to VBOUT. Signups will be attributed to your partners account and be shown under the Customers section of your portal.

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Using Whitelabel Option

The whitelabel option allows you to use your own branding and domain resources so that you can completely hide VBOUT from your end users. There are three options that you can explore:

  1. Vanity URLs: This option when activated will allow you to use your own custom domain for tracking email and social media links. This way when your contacts click on any link you send them via email or social media posts, they will see your custom domain instead of VBOUT.
    Note: This option requires adding some code that is provided to your .htaccess file in order for this to be fully functional.
  2. Branding: This option will allow you to upload your own logo to the dashboard as well as your own signature. End users trying to login will see that instead of the usual VBOUT Branding.
  3. Domain Alias: This option will allow you to use your own custom domain for users to use to access the dashboard. You can also specify an exit domain name when users logout of the dashboard.
    Note: In order to correctly setup this one, please follow the guidelines below.
    Create your desired subdomain that will point to the Login page. Ex: portal.mydomain.com. This should be the domain you will share with your users so they can login to their VBOUT instance. Generate an SSL certificate for that subdomain.
    ex: https://portal.mydomain.com. You can use Comodo.com – Thawte.com or any preferred vendor of your choice. Provide the VBOUT Team the following.
    SSL Certificate, the Private Key and the Chain Cert. You can use onetimesecret.com to share the details using temporary access.The VBOUT support team will configure the domain proxy on the server so all traffic to the whitelabel portal will be redirected through a secure connection.
    Once the setup is complete, you will receive an IP so that you can point your subdomain to it. This step needs to be configured from your DNS (Domain Name Server), such as Godaddy, Network Solutions, etc…

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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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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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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.vbout.com.
    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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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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