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Ecommerce in Automation

When creating a workflow, you will come across ecommerce special triggers:

Abandoned Cart: This triggers actions to do after a visitor abandons the cart. You will choose if the trigger executes 30 Minutes of Adding Their First Product To Cart or 30 Minutes of Adding The Last Product To Cart:

Note that if a contact is added to the workflow and they made a purchase before the delay is over, they will be removed from the workflow automatically and won’t receive the action. That’s why we always recommend adding a delay after this trigger.

Completed Order: This Trigger is executed when a contact completes an order.

Custom Events: This trigger is used to create customized events, for example, A contact who searched for iphone:

CONTACT FIELDS:

  • Tag Added: When a contact has a new tag added, they enter the automation (based on the criteria chosen in the trigger).

LEAD SCORING:

  • 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.

LANDING PAGE ENGAGEMENT:

  • Page View: User views a certain Landing Page.
  • Link Clicked: User clicks on a certain link on your Landing Page.

WEBSITE ENGAGEMENT:

  • Destination URL: User visits a particular page on your website.
  • Link Clicked: User clicks on a certain link on your website.

EMAIL ENGAGEMENT:

  • Coupon Redeemed: When a contact redeems a specified coupon, they enter the automation.

ECOMMERCE FIELDS:

  • Billing Country: The contact’s billing country.
  • Billing State: The contact’s billing state.
  • Billing City: The contact’s billing city.
  • Billing Zipcode: The contact’s billing Zipcode.
  • First Order Date: The contact’s first order date.
  • Last Abandoned Cart Date: The contact’s last abandoned cart date.
  • Last Abandoned Cart Total: The contact’s last abandoned cart total amount.
  • Last Abandoned Category ID: The last abandoned category ID.
  • Last Abandoned Category Name: The last abandoned category name, for example Phone.
  • Last Abandoned Product ID: The last abandoned product ID.
  • Last Abandoned Product Name: The last abandoned product name, for example iPhone.
  • Last Order Date: The contact’s last order date
  • Last Order Quantity: The contact’s last order quantity.
  • Last Order Status: The contact’s last order status, for example processing.
  • Last Order Total: The contact’s last order total.
  • Last Ordered Category ID: The contact’s last ordered category ID.
  • Last Ordered Category Name: The contact’s last ordered category name.
  • Last Ordered Product ID: The contact’s last ordered product ID.
  • Last Ordered Product Name: The contact’s last ordered product name.
  • Last Visited Product ID: The contact’s last visited product ID.
  • Last Visited Product Name: The contact’s last visited product Name.
  • Last Visited Category ID: The contact’s last visited category ID.
  • Last Visited Category Name: The contact’s last visited category name.
  • Number of Abandoned Carts: The number of  the contact’s abandoned carts.
  • Ordered Product Name: The contact’s ordered product name.
  • Ordered Category Name: The contact’s ordered category name.
  • Ordered Product ID: The contact’s ordered product ID.
  • Ordered Category ID: The contact’s ordered category ID.
  • Promo Code: The promo code used by the contact.
  • Promo Value: The promo value that the contact used.
  • Searched Product: The searched products, for example searched for product named blue t-shirt.
  • Shipping Method: The contact’s shipping method.
  • Shipping Address Line: The contact’s shipping address line.
  • Shipping Country: The contact’s shipping country.
  • Shipping City: The contact’s shipping city.
  • Shipping State: The contact’s shipping state.
  • Shipping Zipcode: The contact’s shipping Zipcode.
  • Shipping Total: The contact’s shipping total amount.
  • Store Name: The store’s name from which the contact bought or is buying (This is used when you have multiple stores connected to your account).
  • Total Lifetime Value: The contact’s total lifetime value.

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E-commerce Integration

Automated E-commerce has many benefits such as increasing sales, loyalty and customer retention, and LTV (life time value).
There are several advantages when choosing to integrate your E-commerce website with VBOUT, using the shared data, you will be able to send your customers post-purchase offers, suggested products, cart abandonment reminders, loyalty campaigns, referral requests and much more as well as using the data for internal processing such as notifying a team member of a purchase.
To integrate your e-commerce website with VBOUT, go to Settings, Website Tracking Code, click on Show Domain Settings and toggle Activate Ecommerce Tracking on:

After this, you will be able to see the Product Feed:

You can add products manually or mass import them by following the sample given:

Go to Integrations and download your shop’s integration:

If you’re not using any of these shops, you can add the codes from the library by following this documentation:

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Chunk Sending

Chunk sending is a sending process that allows you to send your campaign in smaller batches to optimize your deliverability and create a domain warmup process.

  1. Once you create a campaign, you will have the choice for the process between normal sending or chunk sending:
  2. After choosing Chunk Sending, configure the settings:

    Start Time
    End Time
    Days of execution
    Hourly send volume: Number of emails to be sent per hour
    Increase daily volume by: The daily percentage increase from the moment the campaign is launched.
    Daily limit: The maximum number of emails to be sent each day.
  3. You can pause and edit a campaign if it’s launched to change the Chunk Sending Settings:Note: You can’t edit the lists once you pause and edit a campaign.
    • After editing the campaign, make sure to update it:
    • Finally, resume the campaign:

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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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Synchronize user data using automation

This Vbout Automation Action should be used to push Contact Data from Vbout to an API listener page on your server. You can in turn insert this data into your database or to your CRM, given it has its own api.

This listener is a web page or web application you create on your server that is always active and has code that allows it to accept and verify “contact” data sent from Vbout, This listener then invokes backend services on your server, based on the information received.

The action to be taken when your listener is notified of an event is application-specific. Vbout sends messages to the API listener using the URL you specify in your email automation step actions.

Vbout uses “HTTP POST” to send information to your listener to notify it of a new event. Thus, your listener should listen for the HTTP POST messages that Vbout sends with each event.

How it works

  1. Create a private file on your server that is not publically accessible to front-end users. The custom listener code will be added to this file (more explanation below).
  2. On the Vbout automation action, choose Synch Contact to Third Party, choose which marketing data to synchronize and insert the path to the file created in step 1.
  3. Vbout will automatically send the marketing data to you each time a contact matches the automation rules specified.
  4. Vbout sends a FORM POST containing contact information appended to the URL.
  5. The API listener (code sample included below) detects and processes the data.
  6. The API listener page must contain a custom script that waits for the messages, and then passes them to various backend applications for processing.

List of available marketing data

There are two ways to sync the data from VBOUT to the third party app.

  1. Using GET as in this example: https://www.example.com/?param1=[#SHORTCODE-1#]&param2=[#SHORTCODE_2#]&… where [#…#] are the custom fields shortcodes from the list you are targeting within the journey. These shortcodes will hold the values of the contact that reached that action, within the journey. The URL would be your receiving end of the API. Note you can use our shortcode library to manipulate the shortcodes, ex: [#PROPER EMAIL/2#] and there are no limits on the number of fields you can pass.
  2. Using POST request in the following order:
    Array
    (
        [transactionid] => 123456789
        [contact] => Array()
        [fields] => Array()
        [campaigns-opened] => Array()
        [links-clicked] => Array()
        [pages-visited] => Array()
        [automation-triggered] => Array()
        [goals-reached] => Array()
        [webhooks-triggered] => Array()
        [lead-score] => Array()
        [lead-status] => Array()
    )

Basic Information: ‘contact’

This field contains basic contact information such id, email address and phone number as Array:

Array
(
    [id] => Contact's ID
    [email] => Contact's E-mail Address
    [phone] => Contact's Phone
    [profile_url] => Contact's Profile Page
)

Custom Fields: ‘fields’

This field contains an array list of arrays of the custom fields for the contact:

Array
(
    [id] => Field ID
    [name] => Field name
    [value] => Contact's field value
)

Email Campaigns Open: ‘campaigns-opened’

This field contains an array list of arrays of the campaigns opened by the contact:

Array
(
    [id] => Campaign ID
    [name] => Campaign name
    [open_date] => Contact's open campaign date/time
)

Links Clicked: ‘links-clicked’

This field contains an array list of arrays of the links clicked by the contact:

Array
(
    [url] => Link url
    [clicks] => Contact's total clicks
)

Pages Visited: ‘pages-visited’

This field contains an array list of arrays of the pages visited by the contact:

Array
(
    [page] => Page url
    [visit_date] => Contact's page visit date/time
)

Automation Triggered: ‘automation-triggered’

This field contains an array list of arrays of the automation workflows triggered by the contact:

Array
(
    [id] => Automation ID
    [name] => Automation name
    [trigger_date] => Contact's automation triggered date/time
)

Goals Reached: ‘goals-reached’

This field contains an array list of arrays of the goals reached by the contact:

Array
(
    [id] => Goal ID
    [name] => Goal name
    [reach_date] => Contact's goal reached date/time
)

Webhooks Triggered: ‘webhooks-triggered’

This field contains an array list of arrays of the webhooks triggered by the contact:

Array
(
    [id] => Webhook ID
    [name] => Webhook name
    [trigger_date] => Contact's webhook triggered date/time
)

Lead Score: ‘lead-score’

This field contains an array list of arrays of the lead scoring reached by the contact:

Array
(
    [id] => Score ID
    [name] => Score name
    [score] => Score value
    [score_date] => Contact's score triggered date/time
)

Lead Status: ‘lead-status’

This field contains an array list of arrays of the lead status reached by the contact:

Array
(
    [score] => Contact's total score
    [label] => Contact's score label
)

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Getting Started with Tasks

Tasks are an Add-On that must be installed or part of your plan.

You can install the Add-On from here.

Go to Tasks, and create your Board:

Click New Task to create a Task:

You will see the following where you should fill in:

  • The Task Name
  • Assign to Teammates: where you choose to which teammates you’re going to assign the task
  • Task Type: You get to choose among many options such as Moderation, Deal, Lead Management…
  • Boards: Where you choose from the Task Boards you’ve previously added.
  • Stages: Which stage is the task in? In Review, In Progress, In Queue, Completed.
  • Task Description: Add text and attachments to describe your task.
  • Date and Time of creating the Task, and its Duration.

NOTE: If you choose the Task Type Deal, you can add an amount with the default currency of your account:

This is how your task will appear:

Change Assignee by clicking on the current user “Me” and choose another user.

 

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Managing Tasks

Tasks are pieces of work often to be finished within a certain time, assigned to or expected of a person. Tasks help you organize your work especially if you’re a company, this way, each employee can know what’s his Tasks. Each Task has a Board working on it.

There are several ways to create a Task on VBOUT, we will learn how to do so in the article below.

Go to Tasks, from your Left Side Menu, and choose New Task:

 

 

Or you can choose Create New Task from the drop-down menu in each of the following:

1- Email

2- Automations

3- Social > Streams

4- Contacts > Lists

5- Contacts > Goals

6- Builder >  Landing Pages

7- Builder >  Webhooks

If you choose Create New Task:

If you choose Add to Task, you will get the following, where you choose the Task you want to attach to:

You’ll see the list of previously created Tasks:

When a New Task is created, you get a notification on both the Left Side Menu and the notification icon on the top right:

If you Add to Task, or Update a Task, you also get a notification:

Check the status of your Tasks by colors as follows:

  • When you see the red color, it’s 17 hours and above overdue
  • When you see the green color, it’s less than 17 hours overdue or is not overdue yet.

 

To Manage or Add Task Board, click on the Gear > Manage Task Boards:

Click Add Task Board, or Edit if you want to update an existing Task Board; or the drop-down menu to Delete a Task Board:

Give your Task Board a Name and choose the Stages.

Note: If you delete a board, you can move its tasks to another board:

You can Add Stage and change the previously defined Stages color and name.

Once you finish, click Submit.

Note: After creating a Task Board and choosing its stages, you can’t delete a stage that has tasks:

After creating a Task, you can monitor its progress, notes and media on the stream, where you can also view other Tasks, change Task Name, Type, Stage, and Open and Close Tasks:

Note: If you delete a user with tasks assigned to him, you can move his tasks to another user:

 

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Tasks Files and Assets

In this article, we will discuss Attached Files, Notes, Mentions, Assets, and Contacts:

Click on the Date to Schedule Date, on the Time to Schedule Time, or on Duration to Set Duration.

  • Add Note: Click on Add Note and write the Note, you can mention a teammate or Insert/edit image to your Note as shown above.
    To mention a person in the Note, type “@” followed by the person’s user name. Note that the person in the mention will receive an email notification with the task link:

When you choose to Insert/edit image, you will be taken to the File Manager where you can choose from the pre-uploaded images and files or upload a new one.

  • Attach File: You can attach files to your Task.

Change Task Type by clicking on the icon in the image below.

Change Task Name by clicking on the name under the icon.

  • Associated Contacts: Here you will see all the Associated Contacts with the Task, including Social Media Accounts if there is any post added from the stream. When you click on Add, you can Attach Contacts to the Task or Create new contacts:

When you attach a contact to a task, you will be able to see their details and edit them (except for the email address) and add or remove tags:

If there is more than one contact attached to the task, click on the preview (eye symbol) to be able to see the contact’s details, if you click on the contact’s email next to it, it will open its profile:

And when you click on the contact’s email address under the Contact Info, you will be able to send them an email:

  • Associated Assets: Here you will see the assets from VBOUT associated with your task. Click on Add to Attach Assets to the Task:
  • Attached Media: Here you will find the Files you have added with Attach File. You can also Attach Files by clicking on Add:
  • Task Tags: You can add Tags to your Task by typing them in Task Tags.

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Maintaining a Good List Hygiene

How you deal with emails that bounce, complain or unsubscribe, is super important in establishing good reputation with ESP’s. Good email marketing providers should take care of list hygiene on your behalf. Cleaning up a subscriber list can increase open rates by 25%. Here is how we manage this process at VBOUT:

  1. Unsubscribed Emails: When someone opt-out from receiving further mailing from you, we unsubscribe them from that email list so they won’t receive further emails from you.
  2. Bounced Emails: We compiled a list of different types of bounce codes returned by the recipient’s servers. In a nutshell, there are 2 different email bounce types, Soft Bounces (inbox is temporarily unavailable, try back later) and Hard Bounce (inbox does not or cannot receive your messages). For hard bounces, we automatically unsubscribe emails from your list to not receive further campaigns from you. For soft bounces, we keep the contact active for up to 3 campaigns, if the issue persists, we graduate these emails to hard bounce.
  3. Complaints: Some users might for some reason wish to complain that your email is spam. When a complaint is made, we track this action and automatically unsubscribe users from your sending list.
  4. Suppression List: Active marketers update their contact lists often, this might cause overlap or override for those who unsubscribed in the past. Suppression list is a way to prevent this error by creating a list of users who will never receive emails from you. VBOUT’s suppression list unsubscribes contacts as follows: I- If you mass import them from an excel file or Salesforce or other supported CRM. II- If they are on multiple lists already. If a Suppression List user opt-in in the future via a Landing Page, or you manually changed their status, they will become active again on that particular list.

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