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Native Salesforce Connector – VBOUT

You can synchronize VBOUT with Salesforce or Salesforce with VBOUT through the integration:

To access the integration tab for Salesforce, go to: Contacts > Salesforce Connector

Note: Salesforce is an Add-on that must be installed or part of your plan.

After going to Salesforce Connector, click Create Sync

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

Afterward, Select Contact Email List to Sync and Salesforce Destination; you can choose to Sync contact’s activities as Salesforce Notes by clicking the checkbox:

Once these are chosen, you will specify the data destination as follows:

NOTE: If the contact is unsubscribed on VBOUT, and you update that contact again from SF to VBOUT with the settings “Set status to active”, the system will ignore them completely and keep them unsubscribed.

Click on Add Data when you finish. You can choose to Copy Data from previously saved Syncs.

Once you finish, you will see the following:

You can Edit the Data based on what you want to change simply by clicking on the Edit button, it will take you to the previous step.

Once all is set, click Save Changes.

You can re-sync an existing one time sync, with an option to Pause, Resume.

If you choose the other way around (From Salesforce to VBOUT):

Note: Synching a lead from SF to VBOUT will be unique one time unless the email on VBOUT was set to NOT REQUIRED

First, you select which Data to Sync:

 

Then, you Select Contact Email List Destination:

Afterward, you Set Contact Status:

Once you finish these steps, you get to choose the VBOUT Data Destination for each Salesforce Data Fields:

Finally, you click Create Sync:

Here are some examples of how data will look like on Salesforce

  • Pages Visited:

  • Links Clicked:

  • Campaign Open:

  • Lead Score:

  • Lead Status:

  • Goals Reached:

  • Automation Triggered:

Contacts Communication Preferences

26% of people cite that the reason behind unsubscribing is receiving too many emails. Contacts Communication Preferences or Email Preferences is a way to let your contacts unsubscribe manually from a specific list and choose which lists they want to stay in. This way, they won’t choose to unsubscribe from all your emails at once and won’t be bothered by receiving many emails.

In the instructions below, we will see how to use Preferences in VBOUT:

1- Choose the Preference option from the Shortcode, when sending an Email Campaign or composing an Email Automation Template.

There are two types of Preferences Shortcodes:

Preferences URL, which is a hyperlinked text of your choice that takes the users to the Preferences page. (Check Step 4)

Preferences Link, which shows a raw link that users can click to take them to the Preferences page, this one is usually used in the text versions of emails.

 

2- To include a list or hide it from the preferences tab, go to list name and click on include.

NOTE: The sending list will be automatically included in the preferences even if you had turned it off in the settings.

3- To modify the description and name of the list click on the List Name and modify the name and description:

4- To modify the default text for the preferences shortcode, go to Settings > Shortcodes and expand the Email Shortcodes Tab.

5- Contacts can update their information from the TARGET LIST by clicking on Update your profile information from the preferences page:

6- Contacts can unsubscribe from all lists by clicking on “Unsubscribe me from all communications”:

7- You can continue using the original UNSUBSCRIBE shortcode, which removes people from all Lists in one click

8- You have to include either the UNSUBSCRIBE shortcode, or the PREFERENCES shortcode inside your email, or VBOUT will automatically append an UNSUBSCRIBE option at the bottom of your campaigns

9- Once the recipient chooses which list to unsubscribe from and click Update your Preferences, they will be taken to the next screen:

The recipient is immediately unsubscribed after they click Update your profile information (if they chose to unsubscribe from a list or all lists). They are not required to choose an option. If they close the form without choosing the reason, the activity log will show the default “Manual Unsubscribe” without additional information.

10- You will see the unsubscribed user in their activity feed:

 

Automation Glossary

Each automation has Triggers and Actions:

Triggers are the first step, without Triggers, you can’t apply Actions.

We have a list of Triggers divided into Email, User, Time, API, and Notes.

EMAIL:

  • Opened Email: This Trigger takes action whenever a user had opened an email that you specify.
  • Clicked Link: This Trigger takes action whenever a user clicks a link you specify from the email sent.

USER:

  • Joined: This Trigger takes action whenever a lead joins a list you specify.
  • Reached Goal: This Trigger takes action whenever a goal that you specify is reached.

TIME:

  • Specific Date: This Trigger takes action whenever the date that you’ve specified and assigned list(s), Audience(s), or Push Domains to is reached.

API:

  • Contact Update (API): This Trigger takes action whenever the date that you’ve specified and assigned list(s), Audience(s) to is reached.

NOTE:

Note: This trigger doesn’t take action, it’s just available in case you want to add notes in your workflow.

LIST OF ACTIONS:

  • Send Email: This action sends a specific automated email that you create.
  • Twilio SMS: This action sends SMS from your configured Twilio Account.
  • Browser Push: This action opens a browser push that you specify.
  • Add to List: This action adds the lead to a specified list.
  • Update Contact: This action updates a certain field of contacts from a specified list.
  • Remove from List: This action removes contacts from a specified list. Be careful with this action because removing a contact will delete all his related email campaign data (i.e. Clicks and open rate).
  • Push to Journey: This action takes the user to another journey that you specify.
  • Remove from Journey: This action removes the user from a journey you specify.
  • Synch to Third Party: This action synchs options from VBOUT to a third party via API.
  • Notify Team: This action is used to send an Email to notify the team. You simply add the recipients’ emails and the message to be sent.

TIME DELAY:

  • Add Delay: This action adds a delay between a trigger and an action, or an action and an action. You specify the delay that you want.

With VBOUT’s smart filters you can create very specific segments of your subscribers, based on multiple criteria from the list, then target those subscribers once the filters you choose apply to them. Filters are mainly used in creating list segments, email automations and lead nurturing automation.

Available options for all text and number fields:

is: value of the text field matches exactly the value you specify.

is not: value of the text field does not match the value you specify.

contains: value of the text field contains a value you specify.

does not contain: value of the text field does not contain a value you specify.

is on a list: contact is on a list you specify.

is not on a list: contact is not on a list you specify.

triggered a webhook: lead or user triggered a webhook you specify.

did not trigger a webhook: lead or user did not trigger a webhook you specify.

part of an automation: contact is part of an automation you specify.

not part of an automation: contact is not part of an automation you specify.

reached a goal: lead or user reached a goal you specify.

did not reach a goal: lead or user did not reach a goal you specify.

Available options for all dates fields:

is on: rule must match an exact date with one of those formats (month/day – month/day/year – date matching the exact same date field).

is not on: rule excludes a particular date with one of the following formats (month/day – month/day/year – date matching the exact same date field).

is after: rule must be after a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).

is after (x) days: specify the number of days after a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).

is before: rule must be before a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).

is before (x) days: specify the number of days before a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).

is between: rule must be between 2 specific dates that follows one of the following formats  (month/day – month/day/year).

is today: rule must match today’s date (no format required).

****date matching the exact same date field: this option gives you the flexibility of making the date a variable versus a fixed date you choose. One example is a birthday rule where you configure the filter to look at the subscriber’s birthday date and match if TODAY is 10 days before his birthday date. Another example below if you want to send a re-activation email for those who have not been active for 60 days, you can tell the filter to look at the last engagement date, and if TODAY is 60 days after that date, then match that rule.

Available options for all dropdowns and radio button fields will be:

is: value of the text field matches exactly the value you specify.

is not: value of the text field does not match exactly the value you specify.

contains: value of the text field contains a value you specify.

does not contain: value of the text field does not contain a value you specify.

Greater Than: value of the text field is greater than a value you specify.

Less Than: value of the text field is less than a value you specify.

Is Between: value of the text field is between two values you specify.

 

Below are some default system filters that are essential for lead nurturing:

Email Address: Core email of the contact inside your database. This email could exist across multiple lists.

Full Name: DEPRECATED.

First Engagement Date: VBOUT records the first time a user interacted with any of your marketing initiatives, either a website visit, email campaign open or social media clicks.

Last Engagement Date: VBOUT records the last time a user interacted with any of your marketing initiatives, either a website visit, email campaign open or social media clicks. You can use this date and for re-engagement campaigns to target old users who have been inactive for a while.

Signup Date: This is the date a subscriber signed up to your email list.

Source Landing Page: This is the Landing Page that the user reached (is or is not).

Lead Status: If you have lead scoring setup, you can target leads who match certain lead status you created within the system. Available options will be a drop down of statuses that you created on the lead configuration page.

Lead Score: Alternative to lead status, you can target users based on their VBOUT score. Available options are Score Equals to, Score is Greater Than, Score is Less Than, Score is Between [NUMBER X] and [NUMBER Y] where number x and y are numbers you choose.

When you double click on the link between two actions or a trigger and an action, you get the following:

WEBSITE ENGAGEMENT:

  • Destination URL: User visits a particular page on your website.
  • Duration on Site: User spends a certain amount of time on your website.
  • Number of pages visited: User visits a certain number of pages on your website.
  • Link Clicked: User clicks on a certain link on your website.
  • Video Watched: User watches a certain Youtube or Vimeo video on your website.
  • Form Submitted: User submits a form on your website – Must obtain the form id.
  • Goal Triggered: User reaches a particular VBOUT Conversion Goal.
  • Webhook Triggered: User triggers a VBOUT Webhook.

LANDING PAGE ENGAGEMENT:

  • Page View: User views a certain Landing Page.
  • Link Clicked: User clicks on a certain link on your Landing Page.
  • Link Not Clicked: User does not click on a certain link on your Landing Page.

EMAIL ENGAGEMENT:

  • Email Open: User opens any or a particular email marketing campaign sent from VBOUT.
  • Email Unopened: User does not open any or a particular email marketing campaign sent from VBOUT.
  • Field Values: The value of a particular field within an email list matches certain criteria.
  • Link Clicked: User clicks on any or specific link inside a VBOUT email campaign.
  • Link Not Clicked: User does not click on any or specific link inside a VBOUT email campaign.
  • Joined List: User joins a particular contact list.
  • Not on List: User is not on a particular contact list.
  • Unsubscribed: User unsubscribes from a list – Could be a negative value.
  • Hard Bounce: A Hard Bounce registered for a particular user – Ex: Email does not exist – Could be a negative value. Here is a list of email bounce codes.
  • Soft Bounce: A Soft Bounce registered for a user – Ex: Email Inbox Temporarily Full – Could be a negative value. Here is a list of email bounce codes.

SMS ENGAGEMENT:

  • Link Clicked: User clicks on a link from an SMS you have sent.
  • Link Not Clicked: User does not click on a link from an SMS you have sent.

BROWSER PUSH ENGAGEMENT:

  • Webpush Subscribed: When a user becomes a subscriber by accepting to receive Browser Push notifications.
  • Webpush Blocked: When a user ignores receiving Browser Push notifications.
  • Link Clicked: User clicks on a link from a Browser Push.
  • Link Not Clicked: User does not click on a link from a Browser Push.

EMAIL AUTOMATION:

  • Workflow Triggered: User is at a particular stage of an automation.

GENERAL FILTERS:

  • By Device: User’s visited your site on a PC, Mobile or a Tablet.
  • By Device OS: User’s visited your site from Android, Windows, iPhone, MacOS.
  • By Location: User’s country and state match your defined criteria.
  • By Campaign Source: User’s campaign source matches your defined criteria.
  • By Campaign Name: User’s campaign matches your defined criteria.

Reactivation Emails

Reactivation emails are the oldest trick in the book to tap into a potential revenue stream from users who have not interacted with your email campaigns or website. Companies using this automation see an average of 3% increase in conversion from inactive clients.

In this video, you will learn how to setup Reactivation Emails for your users in minutes using the powerful VBOUT Marketing Journey Builder.

Cart Abandonment Emails

Target users who do not complete the checkout process on your website with a follow-up email within 1 hour of their drop-off. Following-up with users who abandoned your shopping cart within 2 hours is proven to increase click-backs by 20%.

In this video, you will learn how to setup Cart Abandonment emails in minutes using the powerful VBOUT Marketing Journey Builder.

Content Marketing Automation

Build trust with your newsletter signups by educating them on the subject matter of your industry. Sending a sequence of 5, well written, educational content, followed by a soft-sell email or demo can increase your funnel output.
In this video, you will learn how to setup a full Content Marketing Email Sequence using the powerful VBOUT Marketing Journey Builder.

New User Onboarding Email Sequence

Engaging your users post-signup is proven to enhance retention rates as well as conversion during free trial periods.
In this video, you will learn how to setup New User Onboarding Email Sequence for your users in minutes using the powerful VBOUT Marketing Journey Builder.

You can become a marketing automation expert using our easy user journey builder and powerful built-in guides.