Author Archive

How to create a custom email template

 

VBOUT provides a great selection of ready templates as well as content blocks for you to choose from and build awesome looking, responsive designs. You can also build your own layout using components, such as images, videos, countdown, buy now options or just simple old fashion text and call to action buttons.

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Why are auto-replies sent to the from email?

Auto-replies such as out of office replies are being sent to the From address instead of the reply-to address. This usually happens because the reply-to email address is used when the contact clicks on the Reply button, which is not the case in auto-replies.

Here is a suggestion to properly handle Automatic Responses:

1. Create a subject line filter on your email client that catches popular out of office subject lines: ex: Out of office, autoreply, auto-reply, on vacation, automatic reply, automatic response, etc…
2. Create a rule to add these into a designated folder called in your inbox, ex: Email Footprint.

This solution will not catch all auto-replies but will substantially reduce them on your end. You can also update the filter lists as you see other terms used in subject lines.

Scheduling posts on VBOUT from WordPress

To schedule posts from your connected WordPress to VBOUT, click on Schedule on Vbout:

You can choose to send as an email campaign, post to social media, or both:

When you choose to send as an email campaign, you will be able to choose the list, give the campaign a name, subject, from email, from name and edit the content:

When you choose post to social media, you can choose a Facebook page from the pages connected on your VBOUT account and choose whether to use tracking URLs or not:

The content for both email or social post can be edited in a visual mode or text mode:

To make sure you have properly connected your WordPress account to your VBOUT account, scroll down in the menu to Vbout Settings and click on Connection:

Add the user key and click on Connect to Vbout:

Note that you can get the key on your VBOUT account by going to Settings, API Integrations, and view and copy the key:

After connecting, you will be able to choose the default settings for turning your content into email marketing posts on VBOUT:

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Creating custom form fields

When you create a list, you can customize its fields by going to the Form Builder:

And choose which fields you’d like to add from here:

If you want to remove a field, rename it, change its placeholder, default value or make it required or not, click on the arrow next to it and you will  be able to change it:

Once you finish customizing your form, save changes:

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Connecting Meeting Scheduler Calendar

In the following, you will find how to:

Connecting Meeting Scheduler Calendar

Meeting Scheduler is an add-on, make sure that you install it or have it as part of your plan:

To connect the calendar you have 2 options.

First option is to go to Social and connect it here: Connect an account that has a Google Calendar, Exchange Calendar, or Outlook.com calendar:

The second option is to go to Settings, Calendar Settings, Create Booking Page:

Creating a scheduling calendar page

Once you click here, you can click connect under choose account and connect the calendar:

Note that you should give the calendar booking page a name.

If you have more than one account connected, you can choose which one to turn on:

Once you click Submit, the settings will open, you can change the name, the location or add a GotoWebinar link, the duration and all the details.

Calendars: Choose the calendar to be used for availability and booking:

Opening hours: Choose the event’s time zone along with the opening hours:

Booking Flow: Choose how the new bookings should be handled and what happens after a booking is completed:

Reminders: Choose to send a confirmation email, or add reminders:

Custom Fields: What are the fields that the guest should provide:

If you choose to add a new field, label it, choose its type and if you want it as required or not:

Page Styles: Edit the page where the prospects will book:

Once you finish, you can click on View Page to check its style:

To create another calendar, go to Settings, Calendar Settings, and click on Create Page:

Connecting your Scheduling Calendar to a VBOUT list

To choose the list on VBOUT, click on the drop-down arrow next to the calendar name and click on Settings:

You can add tags for the contacts, choose a list and map the fields from the calendar to the list:

Note that you can add the link of the Booking Calendar to your Email or Landing Page by using the Link To option:

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Adding bookings to a Landing Page

To add a previously created meeting calendar to your landing page, you can use the Booking component:

Within the settings of this component, you will be able to choose the Booking Calendar:

 

After choosing the Booking Calendar click on Apply Settings and that’s it.

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Zoom integration

VBOUT offers a native Zoom integration where account owners can sync with VBOUT, webinar registrants along with their attendance activities and help turn event data into marketing data.

This native integration will do the following:

  • Automatically create a new VBOUT list each time a Zoom event is created.
  • Send each webinar registration back to the corresponding VBOUT list.
  • The contact activity timeline will display the Zoom activity with attendance time.
  • The contact will be tagged with the Zoom event name.
  • Create automation campaigns based on Zoom webinar activities (ex: when a contact joins a a Zoom webinar, put them in a content drip, create a pipeline activity and send them to a custom audience on Facebook Ads).
  • Create custom segments and lead scoring based on webinar activities.

To access this integration, go to the Integrations page from the drop-down menu of the Settings:

Connect your Zoom account and make sure to approve the authentication screen through Zoom.

You can change the Settings once you connect the account to create a new list for the contacts or add the contacts to an existing list, and add tags to these contacts:

Once you successfully connect your Zoom account, you will see it under the Integrations page:

After launching a meeting, once someone registers to this meeting, they will be added to the list:

and you can check their activity, for example if they attended the meeting or not, on their profile:

 

 

To uninstall the VBOUT Application from your Zoom account, please follow the following instructions:

  1. Login to your Zoom account and navigate to the Zoom App Marketplace
  2. Click Manage–>Installed Apps or search for the VBOUT app
  3. Choose the VBOUT app
  4. Click Uninstall

You can use shortcodes for custom webinar URLs or Password:

If you have further questions, please contact our support directly via Live Chat or by emailing support@vbout.com.

Expect replies within the hour during weekdays 2am-5pm EST, excluding holidays.

 

 

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Adding forms to a landing page

When creating a landing page, to add a form, go to Pre-designed blocks:

Choose Forms and drag and drop the design that you’d like to choose:

When you drag and drop the form, you will see the settings on the left to create a new list or use a previously created list (the previously created list has the fields you’d like to include while the new list created only has the fields shown in the form chosen):

Once you finish configuring the form settings, click on apply changes:

In case you missed the settings or want to access them again, click on the gear icon:

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How to create an automation based on your webinars data?

Once you integrate your Zoom or GoToMeeting webinar with your VBOUT account, you will be able to create workflows related to the webinar.

Use the Custom Event trigger and choose one of these options:

Webinar Attended: Once a contact attends a webinar of your choice, they will enter the workflow.

Time Spent (Minutes): If a contact spends a specific time, more or less, it all depends on your choice, they will enter the workflow.

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