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WooCommerce Integration

To integrate WooCommerce with VBOUT, follow these steps:

  1. Download the WooCommerce VBOUT plugin.
  2. Install the plugin to your WordPress admin panel. For instructions on installing plugin please visit this page:
  3. Once the plugin is active, visit your WooCommerce🡪Settings page.

  4. Go to the Integrations tab and fill out the plugin details. You can get access to your API key from the VBOUT API page:

  5. Any customers added will sync in your E-Commerce List in VBOUT.
  6. If you wish to synchronize old records, prior to installing the plugin, choose the option “Existing Customers and Existing Products”.

  7. Once you click SAVE, the screen will refresh and will prompt you to map your WooCommerce integration settings on VBOUT in the following page.

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Shopify Integration

Integrate your Shopify with VBOUT in one click and start your e-commerce marketing automation in minutes.

Go to the Integrations and click on Shopify integration, then select the domain:

When you click on Submit, you will be redirected to this page:

Afterwards, click on Continue and click Continue setup:

Choose the functionalities and click Save:

The installation will start, once it finishes click Install app:

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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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Sync landing page optins to Zoom or GoToWebinar

You can connect your VBOUT landing pages with Zoom or GoToWebinar and use native VBOUT forms to capture registrations. This gives you the ability to design a fully branded landing page to drive opt-ins, versus using the limited registration pages provided by Zoom and GoToWebinar. It also helps you retain the history of the lead prior to the signup, which is often lost when using external forms.

Any new opt-in to the VBOUT form can be sent to the chosen event on your webinar system by activating the settings below. This should not impact the default email communications generated by Zoom or GoToWebinar.

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Setting up payments with Stripe or PayPal

If you want to use your landing page or email campaign to sell a product or service, with the payment component, you will need a PayPal or Stripe account.

To set up your Stripe account, click on settings:

Add your stripe ID/email and your stripe key:

You can find your Stripe key on your stripe account here:

After adding the Key, choose Stripe as Payment Gateway, add the Amount and Product Description and click on Apply Changes:

When the contact clicks on the button, they will see this screen:

Note that if you’re using the test key, Test Mode will appear on the top of the screen:

If you’re using Paypal, add your Paypal ID or Email:

and choose Paypal for the Payment Gateway, once the contact clicks on the button, the following will show up:

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Supported Form Fields

VBOUT has 16 different form elements that you can add to your custom forms. These fields will determine the final fields used on the list:

1. Text: In this field, you can ask the user to fill in a small text such as a short answer, an email…

2. Textarea: This field is similar to the previous one, it can be used to add feedbacks, leave comments, suggestions…

3. Radio: This field can be used for choosing only one option:

If you click on the radio, it becomes the default radio, you can add a new option once you click on Add Option

4. Checkbox: This one is similar to radio, but the user can choose many options:

5. Select: This field is used to select an option from a drop-down menu; an example can be choose your major:

6. Country: This field is a list of all countries so the user can choose their country:

7. State: This field is a list of all States so the user can choose their State:

8. City: This field is a list of all Cities so the user can choose their City:

9. Email: This field can be used so users add their email address:

10. Phone: This field can be used so users add their Phone Number:

11. Date: This field can be used so users add a Date, for example, Birthday, Graduation…

12. Birthday: This field can be used in order for the subscribers to add their birth date:

13. URL: This field can be used so users add a link:

14. File Upload: This field is used to allow contacts to upload files while filling the forms (ex: upload an image, a pdf cv…)

15. GDPR: This field is used to ask users to accept the Terms and Privacy Policy, you can add other conditions to it and set them as required or not:

16. reCAPTCHA: This is a field added to prove that users are not robots before they finish the form:

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Exporting lists

When exporting a list from your VBOUT account, go to the list in question:

Click on Toggle Columns and choose the fields you want from the list’s custom fields or any other fields:

The fields you choose will appear here:

Afterwards, go to lists and export the contacts:

The exported file will have the fields you chose included:

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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:

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