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Predictive Sending

Predictive sending is a sending process that will send emails at the time the recipients are more likely to open their emails.

Once you create a campaign, you will have the choice of the process between Normal sending or chunk sending, or Predictive sending:

The predictive sending time will be based on three factors:

  1. Contact: Check based on previous campaign emails in case they are known contacts so in this case, we have the best sending day(s)/time(s) and the email will be sent based on it.
  2. Business Type: Check if the client business type is known, so in this case, we have the best sending day(s)/time(s) and the email will be sent based on it.
  3. Fallback: in case contact & business type are unknown,  the fallback concept is used where it contains the best sending day(s)/time(s) based on market research.

In the Summary tab, you can change the predictive sending settings.

Set a due date to send your campaign:

In case you are limited in time to send the campaign, you need to use this option since predictive sending might take time to complete.

The due date should be set after a minimum of 4 days of the campaign scheduled time.

Specify a fallback policy during the learning phase:

  • Based on similar industries’ best open rates.
  • Predicted daily best open rates system wide: send email based on the daily best open rates of the platform’s global database and data gathered from market research.

 

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Creating a Landing Page using the Modern Editor

Creating a Landing Page

To start creating a landing page, click on Landing page section from the left sidebar and then click on the Create a Landing Page button.

Click on Use New Builder to create a landing page using the Modern Editor.

Landing Page Editor Menu

You will have the option to create theme, enable the cookie banner, preview your landing page and change the page settings.

In the page settings, you can edit the name, choose a domain and edit SEO settings. Don’t forget to save, to apply the new settings.

Building the Landing Page

Next, you can start building your landing page. You can choose from a Predesigned Template or create one from scratch by dragging and dropping blocks.

You can also add blocks from the predesigned or saved blocks by going to the Sections tab.

After dragging an element to the right, you will notice on the left Settings and design options for each Block/Grid.

Grid Settings and Design

Block Settings and Design

The text blocks have also a menu on the top to edit the text design (font, size, color, layout,…)

 

It’s important at the end to Save your Landing Page changes. The system 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.

Creating a Landing Page Template

You can create your own landing page template to be used in future landing pages.

Go to Landing page Templates section and click on Build Landing page.

You can start building your landing page template and save it when done.

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How to create AI Chatbot

Getting started with AI chatbot

Building AI Chabot for website and social media

With the power of AI and natural language processing (NLP), Chatbots are becoming indispensable tools for enhancing user experiences across various platforms. In this instructional guide, we’ll walk you through the process of creating and implementing your AI-powered Chatbot, customized to your specific needs and integrated seamlessly into your digital ecosystem.

Installing the AI Chatbot Assistant add-on

Option 1: Use your Own API account

1- Add the AI Chatbot Add-On:

Go to the add-on section and purchase the “Multi-channel AI ChatBot [OPENAI Key Required] ” Add-On. This add-on will unlock the capabilities needed to create and manage your AI-powered Chatbot.

2-Connect Your OpenAI Account:

Navigate to the Connection Center and connect your OpenAI account.

Option 2: Use the platform API with limited number of messages

Go to the add-on section and purchase the “Multi-channel AI ChatBot – x Messages” Add-On. Using this add-on, you will be limited by the number of messages the chatbot can receive.

Create AI Chatbot

Once the add-on is installed, a new tab labeled “AI Chatbot” will appear in your account dashboard. Follow these steps to create your Chatbot:

Go to the AI Chatbot tab, and click on Create AI Chatbot.

1- Inputs:

Choose the data sources your Chatbot will gather information from. Options include RSS feeds, webpage content, YouTube video transcripts, or uploaded files. Specify the refresh rate to ensure your Chatbot’s learning process stays up-to-date.

 

2- Actions:

Design and configure your Chatbot’s appearance and behavior.

–  Configuration:

Give your bot a name, subheading, and avatar. Customize the chat bubble icon and theme color to align with your brand identity. Provide instructions for how the bot should respond to queries, set a default prompt for initiating conversations, and define responses for unanswered questions.

–  Form Configuration

You can add a form to collect user data in your chatbot by navigating to the Form Configuration and enabling this option. For more details, please check this link.

–  Conversation Starters Configuration

By enabling this option, you can add multiple conversation starters for the user to begin asking the bot.

3- Outputs:

Determine where your Chatbot will be deployed. Options include Messenger Bot for Facebook Messenger, Instagram Bot, Twilio SMS Bot for SMS integration, Website Bot for embedding on your website, and Landing Page Bot for dedicated landing pages.

Once your Chatbot setup is complete,  Click on “Publish” to make it live.

Example of Chatbot added on a landing page:

Analytics

Monitor the performance of your Chatbot by accessing the Analytics section under AI Chatbot. Track metrics such as the number of conversations, unique users, and bot usage to measure engagement and effectiveness.

Analytics using your own API account

Chatbot analytics using a limited number of messages.

You can check the Chatbot activity from the lead profile.

Get Started

 

How to create a List

Creating your lists is a fundamental step in getting started using your account. Follow these instructions for creating and configuring lists:

  • Click on the Contacts option in the left sidebar.
  • Navigate to the Lists tab at the top.
  • Click on the Create List button.

You will be asked to insert the list details:

  • List Name: add a name to your list.
  • List Description: add a brief description of your list.
  • Include in Contact Preferences Page: when this option is turned on, it will add this list to the preference page where the contacts can manage how you communicate with them including unsubscribing or subscribing back to this list.
  • Sender Details: these fields will be prefilled by your default sending values specified in your Settings and you will have the option to modify them when sending an email campaign.

When you have completed all details click on Create.

After you create your list, you can edit your list settings from the Drop-down menu next to the list, go to Form Settings.

On this page, you can choose to turn on the subscription settings you want:

  • Allow Multiple Submissions from the Same Contact: Enable this option if you want a contact to submit the form or subscribe to the list multiple times without any restrictions.
  • Email Confirmation Required (Double Opt-In): Activate this setting to require contacts to confirm their email addresses by responding to a confirmation email. This adds an extra layer of verification to ensure the validity of the provided email addresses.
  • Turn On Autoresponder: Activate the autoresponder feature to automatically send a predefined response or message to contacts immediately after they subscribe or submit a form.
  • Notify Admins of New Contacts: Enable notifications to alert administrators or designated individuals whenever a new contact subscribes or submits a form.
  • Redirect After Subscription: Specify a URL to redirect contacts to a particular webpage after they successfully subscribe or submit a form. This can be a thank-you page or any other relevant destination.
  • Don’t show success message after subscription: Hide the success message after the contact’s subscription.
  • Override Error Messages: Enable this option to customize or replace default error messages with messages that better suit your application or user interface.
  • Update Field When New Value is Empty: Activate this setting to allow fields to be updated even if the new value provided is empty. This can be useful in scenarios where updating a field with an empty value is permissible.
  • Auto Tag When a Contact Joins the List: Automatically assign predefined tags to contacts when they join the list. This helps categorize and organize contacts based on specific criteria or characteristics.

Enabling Email confirmation required (double opt-in) option: you will have the option to hide the “Subscribe Again” button and to set a redirect after confirmation URL.

Enabling the Override error message option: you will have the option to edit all the possible error messages.

Also, you have the option to edit the content of the email your contacts receive when they sign up to your new list (Success Email/ confirmation Email) and the email received by the admin once a contact is added (Admin Copy).

For example, you can choose the Subject line, edit your From, Reply-to and Name fields, and create the body of the email they receive.

You can also edit the Success/Failure message they see right after they submit the form.

Once done, click the Save button in the bottom right to save your changes.

Please note that you can also edit the fields of your list by going to Fields & Form option next to your list. For more details, please check this article.

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Integration with Make

To integrate VBOUT with third party apps using Make, go to Integrations, and click on Make:

When you click on Make, a new tab will be opened where you should login:

Go to the Scenarios section in Make and create a new scenario.

Select VBOUT from the list of apps and choose the VBOUT module you want to use.

Under Connection, click Add. Give your new connection a name and paste your VBOUT API key in the field provided.

Note: you can find your API key by going to your VBOUT account -> Settings -> API integrations.

Once you set up your connection, you can set up your VBOUT module action.

You can run the Scenario once or schedule it to run multiple times.

You can connect as many modules as you like in your scenario.

Below is a list of VBOUT modules that can be used in Make:

CAMPAIGNS:

  • Watch Email Campaign Created
  • Create a Campaign
  • Update a Campaign
  • Get a Campaign
  • Search Campaigns

EMAILS:

  • Create an Email list
  • Update an Email list
  • Get an Email list
  • List Email Marketing’s

CONTACTS:

  • Watch Contact Created
  • Create a Contact
  • Update a Contact
  • Get a Contact
  • List Contacts

EVENTS:

  • Create a Custom Event

SOCIAL MEDIA:

  • Create a Social Media Post
  • Update a Social Media Post
  • Get a Social Media Post

OTHERS:

  • Make an API Call

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How to create a multi-step Form

When creating your form, you have the option to create one with multi-steps. The multi-step form can be used in embed form (LiteJS), Landing pages and Site Popups.

To get started, you need to first create a list, click on the Contacts option from the left sidebar, select the Lists tab from the top, and click on the Create List button:

You will be prompted with a popup to insert basic list details, such as list name, sender email address (From email address), the sender name, and the reply-to email address. Those sender details are essential when sending a confirmation email for subscribers who sign up to your list. You can also add some details about this list to remind your users why they are receiving this email. After you are done with that, you can click on Create.

After you create your list, you can build up the multi-step form with the needed fields. From your lists view, find the list you wish to configure and click on Fields & Form.

In the Form builder, click on Add New Step to create an additional step in your form.

Once created, you will have the option to add a name and description for each step. Also, you have the option to change the button’s label.

To add a new field, you can click on the type of field you’d like to add from the left options and it will automatically be added to the first step. To add fields in the other steps, you need to drag and drop fields in the step you want.

Once you complete all your edits, you can save your form by clicking on Save Form in the bottom right.

In the embed form (Lite JS) style editor, you have the option to customize the step title/description font size and color, the progress bar color, and the buttons.

Once done, save your changes.

 

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How to create a Booking Calendar

Creating a booking calendar, allows your clients to view, manage, and schedule appointments, reservations, or events within a specific timeframe. Clients can typically see availability, book slots, cancel or reschedule appointments, and receive reminders.

Using the platform, you can create booking calendars that connect directly with your Google Calendar or Outlook Calendar.

Connecting your Calendar

To connect the calendar, go to Connection Center -> Google/Outlook Calendar and connect your calendar.

Creating a booking page

Go to Settings -> Booking Settings -> Create Booking Page.

To create your Calendar Booking Page, choose Google/ Outlook as the booking type, and a calendar account if you have already connected your calendar account or you can click Connect Calendar and connect the calendar:

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

Once you click Submit, the settings will open.

Event Info: you can change the booking page name, add a name and location to your event, add a Privacy policy page, and choose your cancellation policy. You can also choose to link it to your Zoom account.

Settings: Choose the calendar you want to use, if the booking should be automatic or manual, and the redirection behavior.

Availability: Choose the event time zone and the available date and time, and set the event duration, Min Booking Notice, Max Cancelation Notice, the buffer time between events, and the future limit to book.

Fields: Choose the list to add your registrants and the fields you need them to fill. Also, you can add a default tag to your registrants.

Reminders: Choose to send a confirmation email and how to remind guests about upcoming bookings.

Styles: Edit the page where the prospects will book.

Once done, Click on Submit to save your settings.

You can share your calendar link for people to schedule a meeting, your calendar will show as below.

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How to add a form to your AI chatbot

Integrating forms into your AI chatbot can streamline data collection, enhance user engagement, and drive more effective marketing campaigns.
Forms can capture essential lead information such as names, emails, phone numbers, and interests. This can help you generating leads, once the form is submitted, automated follow-ups can be triggered, ensuring timely and consistent engagement with potential customers.

Please follow the below steps to create a chatbot including a form:

1- Create a Chatbot

Go to the AI Chatbot tab, and click on Create AI Chatbot.

2- Add your inputs

Choose the data sources your Chatbot will gather information from. Options include RSS feeds, webpage content, YouTube video transcripts, API endpoint or uploaded files. Specify the refresh rate to ensure your Chatbot’s learning process stays up-to-date.

2- Add an action

Design and configure your Chatbot’s appearance and behavior. Give your bot a name, subheading, and avatar. Customize the chat bubble icon and theme color to align with your brand identity. Provide instructions for how the bot should respond to queries, set a default prompt for initiating conversations, and define responses for unanswered questions.

 

3- Add the form

In the action configuration window, navigate to Form Configuration tab.

  • Enable the form option
  • Choose the option you need
  • Choose a list and the fields needed

Once done, save your configuration.

4. Choose an Output

Determine where your Chatbot will be deployed. Options include Messenger Bot for Facebook Messenger, Twilio SMS Bot for SMS integration, Website Bot for embedding on your website, and Landing Page Bot for dedicated landing pages.

Once your Chatbot setup is complete,  Click on “Publish” to make it live.

After asking questions to the chatbot, the form will appear.

The user will have the option to skip the unrequired fields.

The contact will be added to the specified list.

In Analytics, the user will be identified by the email address he provided.

 

Get Started

 

How to add Conversation Starters to your AI chatbot

When starting to build your AI chatbot workflow, you have the option to add conversation starters. Follow these instructions to create and configure your chatbot effectively.

For comprehensive details on creating the AI chatbot, please refer to this link.

After adding your chatbot input, navigate to the Actions section.

–  Add your chatbot to start designing and configuring its appearance and behavior.

–  Configuration:

Give your bot a name, subheading, and avatar. Customize the chat bubble icon and theme color to align with your brand identity. Provide instructions for how the bot should respond to queries, set a default prompt for initiating conversations, and define responses for unanswered questions.

–  Form Configuration

You can add a form to collect user data in your chatbot by navigating to the Form Configuration and enabling this option. For more details, please check this link.

–  Conversation Starters Configuration

By enabling this option, you can add multiple conversation starters for the user to begin asking the bot.

Then, you can add your chatbot outputs.

Once your Chatbot setup is complete,  Click on “Publish” to make it live.

Once published, your chatbot will be displayed as shown below. Users can click on any of the conversation starters to begin their chat with that question.

 

 

Get Started

How to add a Signature to your email

You can customize your own signature to include in your email messages.

To create a signature, go to  Settings -> Signatures and click on Add Signature.

Provide a name for your signature so you can easily identify it. Then, design the content of your signature.

Once you’ve created your signature, click on the “Submit” button to save it.

After creating your signature, it’s essential to enable it so that it can be added to your emails.

You can also make changes to your signature, preview it to see how it looks, or delete it if needed.

Using Signature in your email:

  • In Basic editor email (Campaigns / Automated messages):
  • In Emails sent from Lead profile
  • In List Settings 

 

 

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How to send Emails upon confirmation

In case, you have turned on the Email confirmation option (double opt) in your List, you can start sending emails to your contacts upon confirmation using Automation.

You can start by creating your automated messages:
From the Automation tab -> Automated Messages – > Create Automated message.

Please check this for more information on how to create Automated messages.

Then, you can start building your workflow.
From the Automation tab -> Your Automations – > Create Automation.

Your automation should start with the Custom Event trigger followed by Send Email action.

In your trigger configuration, choose the Join List Confirmed trigger and the list you want to check for confirmation.

In the Action configuration, you can choose the email you want to send from the Automated Messages created.

Get Started

How can Emails get injected with malicious code

There are several types of browser extensions known to inject unwanted ads, scripts, or trackers into web pages and emails, either due to their own functionality or after being compromised. Here are some categories and examples of extensions that could cause these vulnerabilities.

1-  Adware Extensions
These extensions promise features like blocking ads or helping with shopping deals but instead inject ads into the sites you visit.
   – AdBlock (when from unofficial sources): Some knockoff or compromised versions of AdBlock or Adblock Plus have been known to inject ads.
   – Coupon or Shopping Extensions: Honey (malicious versions), Coupon Mate, PriceBlink.
   – VidSaver: Often bundled with ad injectors.

 2- Free VPN or Proxy Extensions
Extensions that offer free VPN or proxy services can sometimes inject ads or track browsing data.
   – Hola VPN: Known for injecting ads and tracking users.
   – TouchVPN
   – Hotspot Shield (free version)

3- Browser Toolbars and Download Managers
Toolbars or download manager extensions can often be ad-supported or malware in disguise.
   – Ask Toolbar
   – Babylon Toolbar
   – Free Download Manager (unofficial versions)

 4- Video Downloaders
Extensions that allow downloading videos from sites like YouTube or social platforms are often ad-supported.
   – Video Downloader Plus
   – YouTube Video Downloader (unofficial versions)

 5- Potentially Compromised Extensions
Even legitimate extensions can become compromised if developers sell them or they are hacked, leading to the injection of unwanted scripts.
   – FVD Video Downloader
   – Hover Zoom
   – Web of Trust (WOT): Previously known for selling user data.

 6- Extensions Offering Customization
Extensions that customize the web experience, such as changing website themes, adding new functionality, or modifying content, can inject code or ads.
   – Stylish (now discontinued)
   – Superfish (discontinued after security issues)
   – GreasyFork or TamperMonkey scripts: If you download untrusted scripts, these could inject harmful ads.

7- Social Media Helpers or Automation Tools
Tools designed to automate interactions with social media platforms may inject tracking or ads to monetize user activity.
   – Toolkit For FB
   – Linked Helper

8- Browser Hijackers and Malware
Some extensions are part of broader malware campaigns.
   – Safe Finder
   – Search Encrypt
   – MyWay Search

Example of malicious injected code

How to Protect Against These Extensions:
      • Check Reviews and Ratings: Look at recent reviews before installing any extension, as compromised versions can often receive low ratings.
      • Use Official Sources: Only download extensions from the official Chrome Web Store, Mozilla Add-ons, or Microsoft Store.
      • Keep Extensions Updated: Developers often release patches for vulnerabilities, so keep your extensions updated.
      • Limit Permissions: Be cautious about extensions that ask for broad permissions (like access to all your browsing data).
      • Regularly Review Installed Extensions: Periodically check your extensions list and remove any you don’t recognize or no longer use.

If you’ve recently added any extensions similar to these, try disabling or uninstalling them and checking if the injected code persists.

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How to Customize Embed Form

You can customize and change the style of your embed code using Lite JS code.

To access the Lite JS code, click on List Embed Code:

Choose to Edit Style:

After clicking it, the style editor will open:

You have 2 options to edit the form: using the Style Editor or using Custom Style (coding).

  • Using the Style Editor:
    You have the option to edit the form style, Heading, Labels, Label descriptions, Fields, and Submit button.
    Click on each tab to be able to edit its style (font, background color, spacing,..). Once done, Save Changes before exiting the Style Editor.
  • Using the Custom Style:
    From this section, you can add and modify the style of form elements using the code. Once done, Save Changes before exiting the Custom Style.

Now you can copy the code and paste it on your website:

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How to Link and Set Up Your WhatsApp Account

The platform enables you to manage one or multiple WhatsApp accounts from a single dashboard.

  • Connecting your WhatsApp account
  • Managing your WhatsApp streams
  • Sending WhatsApp messages using Automation

Connecting your WhatsApp account:

Setting up a WhatsApp Business Account to work with the platform inbox, requires a few key steps. This guide will walk you through the requirements and setup process to get your WhatsApp Business account connected seamlessly.

Requirements for Connecting WhatsApp

Before connecting, ensure you have the following ready:

  • Meta Business Account Admin Access: You’ll need administrator permissions for your business’s Meta account.
  • Company Legal Information: This includes the official company name and details for setup.
  • Company Phone Number: Ensure access to the phone number that will be used for WhatsApp messaging.
  • WhatsApp Business Account (WABA): Your WhatsApp Business Account should be linked to your Meta account.
WhatsApp Messaging Limits and Billing

Each WhatsApp Business Account (WABA) includes:

  • 1,000 Free Conversations per month across all business phone numbers.
  • Charges are based on 24-hour conversation windows, not by each message sent or received.
  • A conversation is a 24-hour message thread initiated when a message is delivered to a customer.

Note: Ensure your Facebook Business Account is verified, with an active billing profile, as WhatsApp charges are directly billed by Meta. Please check this link for more details on pricing in your country.

Connecting Your WhatsApp Channel in the Platform

You’ll need to connect your WhatsApp account to the platform. Follow these steps:

Initiate the connection process:

    • Go to the Connection Center in your platform.
    • Under the Communication tab, select WhatsApp
    • Click on Connect To Whatsapp  to initiate the connection process.

Begin the Setup:

Login to your Meta Business Account and click Continue as [Your Account].

Click Get Started to initiate the setup.

Review and approve permissions, then click Continue.

Choose or Create a Business Portfolio:

If you already have a Meta Business Account, select it and proceed or create a new Meta Business Account, by enter your business name, website, email, and country, then click on Next.

Select or Create a WhatsApp Business Account (WABA):

Select your existing WhatsApp Business Account. or create an account by entering an account name and business type, then click Next.

If you already have a verified number, select it. Otherwise, follow prompts to register and verify a new phone number.

Complete the Setup

Review your permissions and click Continue.

Click Finish to finalize your connection.

Once done, your WhatsApp account will be connected and ready to be used.

Managing your WhatsApp streams:

You can check your WhatsApp messages by the following the below steps:

From the Social media tab, Click on Streams.

Choose your WhatsApp Account, and the contact number you wish to check its stream.

You can reply and react to messages. It supports media, files and reactions.

Sending WhatsApp messages using Automation

You can use automation to send WhatsApp messages to your contacts from the platform using the below steps:

Go to Automation -> Your Automations -> Create Automation.

Add a trigger and from the list of action, add “Send Whatsapp” action.

In the action configuration, you can choose a template from the drop-down list or you can choose to CREATE NEW WHATSAPP TEMPLATE, where you will be taken to the following page:

Also, you need to select the WhatsApp account/number you want to use.

Once done, you can save and publish your automation

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How to Target SMS responder based on specific reply intent

Reply intent feature helps categorize SMS replies based on specific intents. It allows businesses to understand the sentiment or intent behind customer responses,
A reply intent could categorize responses as inquiries, complaints, or confirmations, allowing automated workflows to trigger based on these categories.

You can use it as a condition in your automation workflow to target contacts with/without specific reply intent.

Reply intent keywords are typically grouped into various categories depending on the purpose of the conversation or the industry in which they’re applied. Here are some common categories of reply intent keywords:

1- Confirmation: Confirming receipt, acknowledgment, or agreement.
Example: “Received, thank you!”

2- Information Request: Seeking more details or clarification.
Example: “Can you please provide more information?”

3- Scheduling: Requesting or confirming a specific date, time, or appointment.
Example: “Let’s schedule the meeting for tomorrow at 2 PM.”

4-Status Update: Providing an update on a process, request, or task.
Example: “The package has been shipped and will arrive tomorrow.”

5- Cancellation/Rescheduling: Requesting to cancel or reschedule an appointment or event.
Example: “I need to cancel our meeting. Can we reschedule for next week?”

6- Customer Support: Seeking assistance or support with a product or service.
Example: “I’m having trouble accessing my account. Can you help?”

7- Feedback: Providing feedback or comments.
Example: “I wanted to give positive feedback about the excellent service I received.”

8- Opt-In/Opt-Out: Requesting to subscribe or unsubscribe from a service or communication.
Example: “Please opt me out of future promotional messages.”

9- Payment: Initiating or confirming a payment or transaction.
Example: “I would like to make a payment for my invoice.”

10- Gratitude: Expressing thanks or appreciation.
Example: “Thank you for your quick response!

 

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How to send an email to non Email Openers

To send an email to the ones who did not open a specific email, you need to create an audience first.

To create an audience, go to Contacts tab -> Audiences – > Create Audience.

In the audience condition, use Email Unopened and choose the email you want to check who did not open it.

Once done, click on Save Audience.

Then you can send a new email to this audience using Email campaigns or Automation.

Using Email Campaign

Go to Email -> Campaigns -> Create Campaign.

In the Recipient section, select Audiences and choose the Audience you have just created.

Finish your Campaign settings,  design and send the Email.

Using Automation

Go to Automation -> Automations -> Create Automation.

In the visual builder, use the Specific date trigger and connect it to Send Email action.

In the Specific date trigger, choose the Audience you have created and a date to launch the trigger.

In the Send Email action, choose the Email you want to send. Please note that this email should be created as an automated message.

Then save and publish your automation.

 

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Social Post Content Generation

The AI Content Assistant feature provides the capability to generate social media post content effortlessly. In addition to email content, this feature allows you to create engaging and relevant posts for your social media platforms. This guide will walk you through the steps to use the AI Content Assistant for generating social media post content.

Step 1: Install or Connect Your OpenAI Account

  1. Install the Copy AI Assistant add-on from the Add-ons section or connect your own OpenAI account (free of charge) by navigating to the Connection Center and clicking on “Connect to OpenAI.”
  2.  Provide a name for your OpenAI account and enter your API key.
  3. Optionally, select this account as your default for AI content generation.

Step 2: Access the AI Content Assistant

  1. When composing a new social media post, you can find the AI Content Assistant in the Compose post window.
  2. Click on “AI Content Assistant” to access the feature.

Step 3: Generate Social Media Post Content

  1. Choose whether to use the AI Content Assistant add-on credits (System Credits) or connect your own OpenAI account for content generation.
  2. Select the social media platform (Type) for which you want to create the post.
  3. Fill in the topic, language, and tone for your post.
  4. Decide whether to include hashtags or emojis in your post.
  5. Specify the number of post variations you need.
  6. Click on “Generate Copy” to generate the social media post content.

Note: Please be aware that with the AI Content Assistant add-on, you have 50 credits initially, and each generated variation will consume one credit. Additional credits can be purchased from the Add-ons section if needed.

Step 4: Use the Generated Content

Once the content is generated, you have two options for using it:

  • Copy and paste the post directly into your social media platform.
  • Save the content for future use.

When saving the social media post content, it will be stored in the Saved section under the relevant type.

 

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How to post Shorts on Youtube Channel

You can use the Compose Short Videos option within the Social Media Section to post Shorts on your YouTube channel.

Go to Social media section → Queue and click on Compose Short Videos.

  • Choose your YouTube Channel
  • Add your media file, you can either upload a new file or access your saved media inside the File Manager.
  • Add your video title.
  • Confirm whether you’d like to immediately publish your post by clicking Post Now, Schedule it to post on one specific date.

Once your Short is posted or scheduled, you can check it in your Social Calendar.

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Magento version 2 Integration

Installation

1. Backup your web directory and store database.

Before installing the plugin, make sure to backup your files and database.

If you are going to use the native Magento backup function, navigate to System -> Tools -> Backups and perform System and Database backups.

2. Using FileZilla (or any FTP application) Open FTP Connection.

3. Copy the folder named code into the root directory of magento 2 /app/

4. Change the folder permission to 755 and apply it to all your subfolders and files under it.

5. Using ssh (cli mode) enter the following commands:

  • php bin/magento setup:upgrade
  • php bin/magento module:enable Vbout_Plugin –clear-static-content
  • php bin/magento setup:di:compile
  • php bin/magento cache:clean

Configuration

The Settings of the VBOUT extension can be configured in System -> Configuration -> VBOUT -> VBOUT backend page.

Include jQuery Library – this option allows include jQuery if Magento site not available jQuery.

You can find your unique API User Key in your VBOUT account.

Go to your VBOUT account – Settings -> API Integrations (https://app.VBOUT.com/Settings) to get API Key:

In Integration Settings tab, you can activate the data points you wish to sync between Magento and your VBOUT account. Choose ‘Yes’ to enable the options as below:

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How to post Instagram Reels

You can use the Compose Short Videos option within the Social Media Section to post Reels on your Instagram account

Go to Social media section → Queue and click on Compose Short Videos.

  • Choose your Instagram account
  • Add your media file, you can either upload a new file or access your saved media inside the File Manager.
  • Add your text in case needed.
  • Click on the chosen Instagram account,  and choose to post it as a Reel.
  • Confirm whether you’d like to immediately publish your post by clicking Post Now, Schedule it to post on one specific date.

Once your Reel is posted or scheduled, you can check it in your Social Calendar.

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How to post Facebook Reels

You can use the Compose Short Videos option within the Social Media Section to post Reels on your Facebook account.

Go to Social media section → Queue and click on Compose Short Videos.

  • Choose your Facebook account
  • Add your media file, you can either upload a new file or access your saved media inside the File Manager.
  • Add your text in case needed.
  • Confirm whether you’d like to immediately publish your post by clicking Post Now, Schedule it to post on one specific date.

Once your Reel is posted or scheduled, you can check it in your Social Calendar.

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How to choose the best Fonts for your emails

A poorly rendered font could break the design of a beautifully crafted email. While marketers never fail to acknowledge the importance of email marketing, they almost never mention that typography counts too. If some words in your email don’t render properly, the design falls apart, and a potential customer has a bad user experience. Emails should be designed with email-safe fonts that look good on all email clients.

What are Email-Safe Fonts?

Email-safe fonts are fonts that successfully encode on all major email clients both web based (eg, Gmail, Yahoo) and desktop (eg, Outlook) as well as mobile apps (eg, the Apple Mail app and the default Android email client) ensuring your email body text displays consistently on any device and for any email service provider (ESP).

Here is a list of popular email-safe fonts:

1- Serif Fonts:

Serif fonts are characterized by small lines or “serifs” attached to the end of their strokes. They’re often seen as more formal or traditional.

  • Times New Roman
  • Georgia

2- Sans- serif Fonts:

Sans-serif fonts are cleaner and more modern, as they lack the small strokes or “serifs” at the end of letters. They’re highly popular for digital use because of their legibility.

  • Arial
  • Helvetica
  • Verdana
  • Tahoma
  • Trebuchet MS

3- Monospace Fonts:

Monospace fonts have consistent character spacing, making them ideal for displaying code or where exact spacing is critical.

  • Courier new
  • Lucida Console

Why You Should Avoid Custom Web Fonts in Emails

Many email designers are tempted to use custom fonts, such as those provided by Google Fonts or Adobe Fonts, to create unique, branded emails. However, using custom fonts in emails can be risky.

While web fonts are commonly used in web design, they’re not supported in many email clients, particularly Outlook (desktop version) and some older versions of Yahoo and Gmail. This means that custom fonts will often revert to default fonts, leading to inconsistent designs.

If the email client doesn’t support a given font, it reverts to a default that can change the look of an email significantly. In order to avoid this, designers and marketers use a package of common fonts called web-safe or email-safe fonts that are available on most operating systems and devices.

Choosing the right font for your email campaigns can have a big impact on both design and readability. By sticking to email-safe fonts, and thoroughly testing your emails across different clients, you can ensure your message is presented clearly and consistently. While custom fonts offer exciting design possibilities, they come with risks, so use them wisely. Ultimately, the key to email typography success is balancing creativity with reliability to deliver the best possible experience for your audience.

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New Landing Pages Whitelabel Domains

You can use your own domain name or sub-domain to point to your landing pages created on the platform. 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 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 the platform and verify it.

Step 4: Point your root domain to the platform.

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 the platform 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 “pages.” so your registrar knows to direct people from all your “xxx.my-business-name.com” subdomains to the platform 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 name DNS configuration:

Step 3: Add your Domain Name to the platform and verify it

After you’ve updated your domain’s DNS settings with your registrar.

1- Add your Domain Name in Landing Page domains section:

Go to Settings -> Landing Page Domains, click on Add a Custom domain.

2- Add the subdomain and the domain:

3- Click on Install:

Note: If you did not configure CNAME properly, you will receive this message:

4- Once you properly configure CNAME, you will see the following:

5- 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:

6-  Go to your landing page, and click on Page Settings.

7-  In the Domain Settings section, choose your domain from the drop-down in Domain and Save.

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.

Note: The Page ID cannot be removed from the Page URL.

Step 4: Point your Root Domain to the platform

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 Landing page Domains section in settings. i.e: add www.mysite.com or mysite.com to your settings.

2- 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 ssl.vbt.io

3- Activate the option to point to a root domain.

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 Landing Pages, click here.

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Connecting your Google Calendar

You can connect your Google Calendar to the platform, to allow people to book a meeting on your calendar.

Connecting Google Calendar

To connect the calendar, go to Connection Center -> Google Calendar and connect your Google Calendar.

Creating a booking page

Go to Settings -> Booking Settings -> Create Booking Page.

To create your Google Calendar Booking Page, choose Google as the booking type, and a calendar account if you have already connected your google account or you can click Connect Calendar and connect the calendar:

Note that you should give the Google Calendar booking page a name.

Once you click Submit, the settings will open.

Event Info: you can change the booking page name, add a name and location to your event, add a Privacy policy page, and choose your cancellation policy. You can also choose to link it to your Zoom account.

Settings: Choose the calendar you want to use, if the booking should be automatic or manual, and the redirection behavior.

Availability: Choose the event time zone and the available date and time, and set the event duration, Min Booking Notice, Max Cancelation Notice, the buffer time between events, and the future limit to book.

Fields: Choose the list to add your registrants and the fields you need them to fill. Also, you can add a default tag to your registrants.

Reminders: Choose to send a confirmation email and how to remind guests about upcoming bookings.

Styles: Edit the page where the prospects will book.

Once done, Click on Submit to save your settings.

You can share your calendar link for people to schedule a meeting, your calendar will show as below.

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How to Override Error Messages

You can change the error messages to a text of your choice.

First, you should enable the Override error message option in your list settings to have the option to edit all the possible error messages.

  • Go to your List, from the drop-down menu, click on Form settings.

  • Enable the Override error messages option.

In The Validation Error Messages section, you can edit any error message you want.

Once done, click the Save button in the bottom right to save your changes.

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Using Preheader in Email Marketing

An email Preheader is the short summary text that follows the subject line when an email appears in your inbox. This text provides a brief preview of the content inside the email, giving recipients an additional glimpse of what to expect. While the subject line is designed to grab attention, the Preheader serves to reinforce the message and attract the recipient to open the email.

Benefits of an Email Preheader in Email Marketing

  • Increase Open Rates: A crafted preheader can greatly enhance your email open rates. Serving as an extension of the subject line, it adds context or curiosity that entices recipients to open the email. Since people often read the preheader before deciding to click, it plays a crucial role in grabbing attention.
  • Emphasizing Email Content: Preheaders allow you to build on the subject line, making them especially useful for drawing attention to special offers, providing instructions, or highlighting key information. This gives your audience more reasons to open your email.
  • Personalization: Customizing your preheader can increase the likelihood that your emails will be read. By offering something valuable and relevant, you encourage more recipients to open your emails, expanding your reach and marketing potential.
  • Optimized for Mobile: As mobile device usage continues to rise, the importance of preheaders has grown. With less subject lines visible on mobile screens, the preheader becomes essential for capturing the reader’s interest.

Recommended Length for an Email Preheader

The length of preheaders can differ slightly based on the device and email client the recipient is using, as well as what you aim to accomplish with the preheader content.

The ideal length for an email preheader typically ranges between 30 to 100 characters. This length is optimal for ensuring that the preheader is fully visible across various email clients and devices, including smartphones. If the preheader is too long, it might get cut off, diminishing its effectiveness. On the other hand, if it is too short, you may miss the opportunity to communicate your message effectively.

Adding a Preheader to your email using the platform

You can include a preheader when crafting and sending your email, whether it’s part of a campaign or an automated message.

Once you’ve created your email (whether it’s a campaign or an automated message), you can add the preheader in the Setup section.

 

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How to connect and set up Google My Business

The platform enables you to manage and post on your Google My business account.

  • Connecting your Google My Business account
  • Composing the post

Connecting your Google My Business account:

You’ll need to connect your Google My business account to the platform. Follow these steps:

  1. Navigate to the connection center within the platform.
  2. Locate and select the Google Business Profile option within the Social Media tab
  3. Click on “Sign in with Google ” to initiate the connection process.

Once your Google Business account is connected, select the pages you want to manage and click Apply.

Composing the post:

You can start creating your post as follows:

From the Social media tab, Click on Compose.

Choose the business profile page you wish to post to, if multiple pages are connected.

The Account will appear on the top right channel grid.

Write your post and you can also add an image to your post.

Choose Post Now, or Schedule Post. The post will appear on the calendar.

 

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Transaction Status in Shopify

You can efficiently manage and monitor the transaction details associated with each order in Shopify directly from our platform.

To access the transaction status for each order in Shopify, follow these steps:

  • Navigate to Lead Profile:
    Go to the lead profile of the respective client with a completed order.
    Locate the payment status by checking the E-commerce Order activity of the client.
  • View Transaction Details:
    Find detailed transaction information by reviewing the order details.
  • Automation Setup:
    If needed, you can set up an automation triggered by the Order Transaction Status using the custom event trigger feature.

    The transaction order status can be one of the following:
    – Success: The transaction was completed successfully.
    – Failure: The transaction did not go through successfully.
    – Error: An error occurred during the transaction process.

 

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Campaign Advanced Sending Settings

Advanced sending settings allow you to customize your campaign’s delivery options, either for the entire campaign or for specific groups of contacts. These settings override your account’s default settings.

You can access the advanced sending settings in the summary tab when creating a campaign.

Use custom SMTP server for this campaign

To send your campaign using a specific SMTP server rather than the default one, enable the Use custom SMTP server option.

This will ensure your emails are sent through the custom SMTP domain specified for this campaign only.

Enable Smart Email Routing

Activate the Smart Email Routing option to apply specific sending rules based on conditions. This feature allows you to set unique settings for different groups of contacts within the same campaign.

To use Smart Email Routing:

a. Add a New Ruleset: Click to create a new ruleset for your campaign.

b. Select Conditions: Define the conditions for selecting contacts. You can add multiple rules and choose to match either all conditions (AND) or any condition (OR).

c. Choose an Action: Specify the action that will override the default campaign settings and input the new settings you wish to apply.

Emails will be sent using the new specified settings for contacts that meet the defined conditions.

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OpenAI plugin

To install the VBOUT plugin with ChatGPT and unlock its expanded functionalities, follow these step-by-step instructions:

Step 1: Installing the VBOUT Plugin in your OpenAI Account

1- In your ChatGPT menu,  Click on Explore GPTs.

2- Search for VBOUT AI Marketing , click to add the GPT.

3- You need to login in to your VBOUT account in order to authenticate and provide access to your account.

4- Click on “Start Chat” to start using the commands.

Step 2: Using Commands

Now that you have installed the VBOUT plugin, you can start using commands to perform various actions.

You can start by choosing one of the available commands or typing in ChatGPT prompt.

Here is a list of supported actions and examples of how to use them:

  • Get Contact By Email: Retrieve contact information by specifying the email address.
  • Get Contact: Retrieve contact information using the contact ID
  • Add Contact: Create a new contact by providing the necessary details
  • Edit Contact: Update an existing contact’s details.
  • Move Contact: Transfer a contact from one list to another.
  • Add Activity: Add an activity to a contact’s timeline.
  • Get Contacts By Phone Number: Retrieve contacts based on their phone number.
  • Add Tag: Assign a tag to a contact.
  • Remove Tag: Remove a tag from a contact.
  • Get Contacts In List: Retrieve contacts within a specific list.
  • Get Contact Timeline Activities: Retrieve a contact’s timeline activities.
  • Get List: Retrieve information about a specific list.
  • Add List: Create a new list.
  • Delete List: Remove a list from your VBOUT account.
  • Edit List: Update the details of an existing list
  • Get Lists: Retrieve a list of all existing lists.
  • Get Email Templates: Retrieve a list of all existing email templates
  • Get Campaign: Retrieve information about a specific campaign.
  • Campaign Stats: Obtain performance insights for a campaign.
  • Add Campaign: Create a new campaign. You can specify a template name to attach it to your campaign.
  • Edit Campaign: Update an existing campaign’s details.
  • Get Campaigns: Retrieve a list of all existing campaigns.
  • Get Channels: Retrieve a list of available social media channels.
  • Get Calendar: Retrieve your social media publishing calendar.
  • Get Post: Retrieve information about a specific social media post.
  • Add Post: Create a new social media post.
  • Edit Post: Update an existing social media post.
  • Get Custom Shortcodes: Retrieve a list of custom shortcodes.
  • Add Custom Shortcode: Create a new custom shortcode.
  • Edit Custom Shortcode: Update an existing custom shortcode.

These features empower ChatGPT to leverage VBOUT’s capabilities, streamlining marketing and customer engagement tasks while enhancing the overall efficiency of your marketing efforts.

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What Characters should be avoided in URLS

To ensure that URLs load correctly and avoid issues like broken links, here are some characters you should generally avoid or handle with care:

Characters to Avoid:
  • Spaces: Spaces should never be used in URLs. They are typically replaced with %20 when encoded, but it’s best to avoid them altogether and use hyphens (-) or underscores (_) instead.
  • Non-ASCII Characters: This includes characters with accents (é, à, ü), symbols (€, ©, ®), and characters from non-Latin alphabets. These characters need to be URL-encoded, which can make the URL longer and less user-friendly. If possible, stick to ASCII characters.
  • Reserved Characters: Certain characters have special meanings in URLs and should be avoided unless they are used for their intended purpose. These include:
    • # (fragment identifier)
    • ? (query string delimiter)
    • & (query string parameter separator)
    • = (assigns values to query string parameters)
    • + (represents a space in query strings)
    • % (used for URL encoding)
    • / (path separator)
Characters to Use with Caution:
  • Uppercase Letters: While technically allowed, uppercase letters can sometimes cause problems, especially on case-sensitive servers. It’s generally recommended to use lowercase letters in URLs.
  • Hyphens and Underscores: These are generally safe to use for separating words in URLs. However, some systems might treat them differently, so it’s best to be consistent in your usage.
Recommendations:
  • Keep URLs simple and clean: Use lowercase letters, hyphens, or underscores to separate words.
  • Avoid spaces and non-ASCII characters: If you must use them, make sure they are properly URL-encoded.
  • Be mindful of reserved characters: Only use them for their intended purpose.
  • Test your URLs: After creating a URL, always test it to make sure it works as expected.

By following these guidelines, you can help ensure that your URLs are well-formed and load correctly across different browsers and platforms.

 

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How to exclude email openers from the automation

In your email drip, you can exclude people who opened emails from receiving a new email by using condition in your automation.

Set Up Your Automation Trigger:

  • Start your automation with a trigger.
    Use the “Joined List” trigger to include all contacts in your list or new contacts joining the list.

Add a Condition to Exclude Email Openers:

  • Before the “Send Email” action, insert a condition to exclude contacts who have opened a previous email.
    Use the condition “Email Unopened” to filter out contacts who have not opened the email.

In the condition, you can specify a specific email (campaign or automated message) or choose any of them.

Once done, save and publish your automation.

In this way, contacts who did not open the email, will continue the flow and receive the new email.

 

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How to add custom CSS code to Landing Page or Email Template

In case you need to add your own CSS code to a landing page or an email template, please follow the below steps:

  • Inside the builder, add an empty block from the Design Element section.

Click on the View Source icon in the menu displayed on top of the block to open the source code.

Add your custom CSS code to the source code and save it.

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How to change your Email background in Classic builder

In case you need to change the background color in your email template in classic builder, please follow the below steps:

Inside the builder, After adding your block, click on the View Source icon in the menu displayed on top of the block to open the source code.

 

In the Source code add the following code inside <div>: style=”background: #color code” .
For example (style=”background: #eeedea”)

After saving the source code, the background color will change.

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How to send Sendspark Personalized Video Emails

Sending dynamic videos lets you personalize videos at scale. You can embed videos in your email campaigns using merge tags. These merge tags let you automatically change content for each of your recipients — so you can personalize videos with the first name, company name, or job title of each person.

You are able to send dynamic videos to your contacts using Sendspark integration with VBOUT.

Follow the steps below to Send Personalized Videos:

1. Create your video in Sendspark

You can record, upload, or request a video in your Sendspark account on sendspark.com

2. Use merge tags in the video page or thumbnail text

These merge tags will automatically update for each recipient. If the recipient’s information is unknown, they will see a fallback. You can either customize the video with a personalized title/message or you can add a personalized thumbnail.

3. Click on Share Video

4. Copy VBOUT code

To share this video on VBOUT, you’ll need to use 2 buttons from the Sendspark share modal: VBOUT (Image URL) and VBOUT (Video URL)

Note, if you don’t see them on the share modal, you can modify the shortcuts you see (Click on Edit/Add).

Once you click on a button, a code will be copied.

5. Paste in the code in the Email builder Element

Go to your Email builder in your account, and add an Image element.

In the Image path, paste the code you have copied from Sendspark “VBOUT (image URL)” button. This will be the video thumbnail.

In Image settings, click on Link, choose link to Website URL in the “Enter URL” section paste the code you have copied from Sendspark “VBOUT (Video URL)” button, and finally click on Apply Changes
This will ensure that when recipients click on the video preview in their email, they are taken to the video landing page to watch the video on the web.

In this way, your contact will receive an email with a personalized video.

 

 

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Gmail and Yahoo Authentication Updates in 2024

By February 2024, Google and Yahoo are enforcing new requirements on email marketers, that include more mandatory DNS authentication, one-click unsubscribe and some strict spam rates.

The primary purpose for these requirements is to block billions of malicious messages that are cluttering recipients’ inboxes. This will enhance the overall experience of email users.

On the other side, senders blasting emails in large batches will have the opportunity to tap into these changes, since this helps them improve their domain sender reputation, boost deliverability, reduce their spam rates, as well as preserve their trust with their customers.

Bulk Senders New Requirements

Generally, you can be proactive in preparing for the aforementioned updates but starting February 2024, Gmail and Yahoo will enforce bulk senders to apply these main three obligations:

  1. Enforced DNS Authentication: Setting up SPF, DKIM, and DMARC is no longer optional. All those sending emails to a significant portion of their contacts (5,000+ contacts) are now required to authenticate their emails with SPF, DKIM, and to create a DMARC policy on their domain. In the platform, DKIM and SPF were already a requirement, however DMARC was not. You must now create at least a policy set to ”none” to be fully compliant. Here is everything you need to know on DMARC and how to set it up.
  2. Allow one-click Unsubscribe: In the platform, it was mandatory to include either the one-click Unsubscribe option, the Manage Preferences, or both. Otherwise, the system would automatically inject an unsubscribe link in the footer of your emails. If you have the one-click unsubscribe option in your emails, you are already compliant. The Preferences link, on the other hand, requires an additional step to be unsubscribed and will not be sufficient. You will need to add the one-click unsubscribe as well to be fully compliant with this requirement.
  3. Keep your spam rate below 1%: Both Google and Yahoo will enforce bulk senders to stay under a reported spam threshold, where the spam complaint rate should be less than 0.1% or you need to identify what needs to be revised or improved. However, if you notice your email spam rate reaches 0.3%, that’s an indication that you should urgently take action.
  4. Setup reverse DNS records (PTR records): Every sending IP has a valid reverse DNS in place. Even though these Reverse DNS records are not your own domain, you are in compliance with this requirement.
  5. Use a TLS connection for transmitting email: To ensure optimal security and stability for our customers, MessageBird supports TLSv1.1 or higher.
  6. Format messages with RFC 5322 standards: The platform is fully aligned with RFC 5322.

  7. Add ARC headers to outgoing email: our email partners do not operate as a relay, so this does not apply to you.

If you don’t meet any of these requirements, your message might land spam or even get quarantined altogether by GMAIL and Yahoo.

Who’s Impacted by this Change?

These upcoming changes will affect any business, regardless of its size. The segment that will be specifically impacted is those sending 5,000+ emails to Gmail accounts, daily. It’s critical to note that this doesn’t include a one-to-one email sender using the platform, either manual or automated.

How our platform Will Help You Get Ready for These Changes?

In addition to authenticating your emails, the platform enables you to set up your DMARC record. This allows you to avoid email spoofing or phishing attacks, thereby improving your email deliverability.

Moreover, the system allows you to use Chunk Sending, or Predictive Sending to break down large campaigns into smaller batches, over a period of time.

If you notice after a certain period that your spam rate is high and your engagement rate is not up to your expectations, consider implementing a sunset policy, which spots inactive contacts and separates them from your active ones so you exclude them from future campaigns.

Additional Tips to Minimize Your Spam Complaint Rate

  • Don’t create your email list or gather any contact information without proper consent.
  • Use double opt-in to avoid fake signups and never email people who haven’t initially opted into your list.
  • Send emails constantly to build trust with your subscribers.
  • Keep your content relevant and personalized.

Wrapping Up

We hope that alerting you about these changes will help you stay up-to-date as the email communication landscape is evolving. We’re constantly striving to ensure you have the best experience by providing you with the required tools and procedures, as well as educating you about the best email marketing practices.

If you have any questions or need assistance in preparing for these updates, feel free to reach out to our support team.
Stay informed, stay compliant, and continue delivering effective email marketing campaigns.

 

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How to create a Theme in New Email Builder

In the new email builder, click on Theme in the top menu.

A window will appear showing the existing themes. To create a new theme, click on New Theme.

Give your theme a name , choose if you like to clone the current theme style, and click on Create.

You can start by editing the theme style.

In General settings, you can change the background color, Text Styles and Links style.

In Advanced option, you can edit the buttons and footer style

Once done, click on Save or Save & Apply.

Now, your new theme will be shown in the list of Themes.

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How to setup a Webhook

You can start pushing data to the platform from other systems using the webhook URL created in your account.

Here’s how you setup a webhook:

1- From the Settings page, go to the Integration tab and find the Webhook section.

2- Create a New Webhook. You can use this URL anywhere outside this platform to push data to the platform.

3- Click on Capture Response.

4- Finally, the data will show and you can map it to any list in the platform.

Using Array field in Webhook

In webhooks, an array field allows multiple values to be grouped under a single field, representing a list of related elements. When accessing these elements in the webhook payload, they are displayed in a specific format: main_field.sub_field[].

Here, main_field is the main category, and sub_field[] is an array of values under that category.

If you want to map a specific element from this array, you can refer to it by specifying an index inside the brackets. For example, main_field.sub_field[3] will access the 4th element in the array (since indexing starts at 0). If you don’t specify an index, the default is 0, meaning it will use the first element.

Using Webhook in Automation

You can trigger an automation workflow whenever data is pushed through a webhook.

In the automation builder, Add a Webhook trigger and start creating your workflow.

 

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Integration with Odin AI

The Odin AI-VBOUT integration empowers businesses to maximize efficiency and drive results by managing tasks, tracking progress, and launching email campaigns and social media ads. By combining the best of project management and marketing automation, this integration opens up new possibilities for collaboration, productivity, and growth.
Using Odin AI, you can easily integrate VBOUT with your favorite apps. You can build and customize visual workflows in just a few clicks to streamline your work processes.

You can start building VBOUT workflows on Odin AI by following the below steps:

Step 1: Login to Odin AI and Create a New Project

  1. Sign in to your Odin Account.
  2. Create a New Project.
  3. Click on Automator on the left menu section.
  4. Click on Flows and then create New Flow “+ from scratch”

Step 2: Select VBOUT from the List of Apps

  1. Once you add and configure your trigger, click on the + icon to add an action to your flow.
  2. In the list of available apps, find and select “VBOUT” as your desired integration.

Step 3: Start your VBOUT Action Setup

    1. Choose an action from the list of available actions.
    2. Add a new connection
    3. Provide a name for your connection and add our API key.
    4. Map the required fields and all the fields you need to your related data field.
    5. Once done, click on Test Step to test your setup.

Once done building your flow, click on Publish.

You can monitor each Run that results from an enabled flow.

List of available VBOUT Action

  • Add Contact to List
  • Add Tag to Contact
  • Create Email List
  • Create Email Marketing Campaign
  • Create Social Media Message
  • Get Contact by Email
  • Get List Details with Custom Fields
  • Remove Tags from Contact
  • Unsubscribe Contact
  • Update Contact

For more details on Odin AI, you can check their API documentation.

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How to send emails using Reachout personalized video

In order to use Reachout personalized video in your VBOUT email campaign, please follow the below steps:

In Reachout application:

Create a new campaign.

Choose the option to Create Personalized Videos and click on Continue.

Complete your campaign settings and click on Create My Campaign.

Complete the following steps to finalize your campaign.

  • Add Leads: choose a way to add your contacts in the campaign. Please note that these contacts should also exist in your VBOUT List.
  • Video Personalization: Design your personalized video.
  • Landing page: Design your video landing page.
  • Integration: choose Third party integration -> VBOUT, and copy the code.

In the final step, activate your Reachout Campaign.

In VBOUT:

Create your email campaign, Check this for more details on how to create a campaign.

While designing your email, add a text element. From the block settings on the left, open the Edit HTML option, paste your Reachout code there and click on Update Element.

Once done, click on continue and send your campaign.

The email received will show the video thumbnail.

And the video landing page will open when clicking on the video:

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Differences between API and Webhook

In the world of software development and integration, terms like “Webhook” and “API” (Application Programming Interface) are frequently encountered. Both are crucial for enabling communication between different software systems, but they function in distinct ways and are used for various purposes. This article will define each term, highlight their differences, and provide examples of their usage.

What is a Webhook?

A webhook is an HTTP request, triggered by an event in a source system and sent to a destination system, often with data payload. Webhooks are automated, in other words, they are automatically sent out when their event is fired in the source system.
This provides a way for one system (the source) to “speak” (HTTP request) to another system (the destination) when an event occurs, and share information (request payload) about the event that occurred.

Webhooks in VBOUT

You can create webhooks to help users stay updated with events occurring in their accounts. For example, you can set up a webhook to push data to your account whenever a new lead is captured in another application.

You can find all the details on how to create a webhook at this link.

What is an API?

An API (Application Programming Interface) is a set of protocols and tools that allow different software applications to communicate with each other. APIs define methods and data structures for interactions between different software components.

It’s useful to think about API communication in terms of a request and response between a client and a server. The application submitting the request is the client, and the server provides the response. The API is the bridge establishing the connection between them.

 APIs in VBOUT

VBOUT provides APIs that allow users to automate tasks and integrate VBOUT’s features with other applications.  You can use it to synch user information between your own database and VBOUT’s marketing automation, get prospects information and more.

You can find all our possible API requests in our API documentation.

Key Differences Between Webhooks and APIs

Both APIs and webhooks are powerful tools for enabling communication between software systems.

The differences between APIs and Webhooks are illustrated in the communication, usage, and implementation.

    • Communication Style:
      • APIs: Require the client to initiate requests to the server. This is often referred to as a “pull” mechanism.
      • Webhooks: The server sends data to the client when an event occurs, functioning as a “push” mechanism.
    • Usage Scenario::
      • APIs: Ideal for scenarios where you need to fetch or send data on demand.
      • Webhooks: Best suited for scenarios where you need to be notified about specific events in real-time.
    • Implementation Complexity::
      • APIs: Require clients to implement logic for making requests and handling responses.
      • Webhooks: Require setting up endpoints to receive data from the server but eliminate the need for continuous polling.

 

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Magento version 1 Integration

Installation

1. Backup your web directory and store database.

Before installing the plugin, make sure to backup your files and database.

If you are going to use the native Magento backup function, navigate to System -> Tools -> Backups and perform System and Database backups.

2. Log in to the Magento backend

3. Disable compilation

Navigate to System -> Tools -> Compilation.

If Compiler status is Disabled, you can skip to the next step.

If Compiler is enabled, disable it.

IMPORTANT: after the extension is installed, you can enable the compilation again; IT IS CRUCIAL that you use “Run Compilation Process” function, not just “Enable button”

Installing an extension with the Compilation enabled will result in store downtime.

4. Flush store cache

You can flush the store cache in 2 ways:

  • via the backend:

Navigate to System -> Cache Management menu, and click Flush Magento Cache button

  • via filesystem:

On your server, navigate to Magento root folder, then proceed to /var/cache/; delete all the content there.

5. Copy the content of /step_1/ folder to your store’s root directory

In case you are using a custom theme, it is recommended to copy the design files to your current theme’s folders. In case there are several themes in use for the same store, the design files must be copied to each of them.

    • Find this folder in the package: /step_1/app/design/frontend/base/default/ ; copy its content to /app/design/frontend/[your_package]/[your_theme]/
    • Find this folder in the package: /step_1/skin/frontend/base/default/ ; copy its content to /skin/frontend/[your_package]/[your_theme]/

6. Copy the content of /step_2/ folder to your store’s root directory

7. Flush store cache again; log out from the backend and log in again.

 

Configuration

The Settings of the VBOUT extension can be configured in System -> Configuration -> VBOUT -> VBOUT backend page.

Include jQuery Library – this option allows include jQuery if Magento site not available jQuery.

You can find your unique API User Key in your VBOUT account.

Go to your VBOUT account – Settings -> API Integrations (https://app.VBOUT.com/Settings) to get API Key:

In Integration Settings tab, you can activate the data points you wish to sync between Magento and your VBOUT account. Choose ‘Yes’ to enable the options as below:

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Editing Active Automation

After creating and publishing an automation, you can edit your automation but it’s crucial to consider several factors to avoid mistakes and ensure the smooth continuation of your automation flow.

Consider the below factors when editing the automation while it is running:

1- Breaking Connections in Automation

Deleting connections between actions or between a trigger and an action or deleting actions will break the automation flow, remove the pending contacts, and reset the analytics of the automation.

2- Adding Actions to a Running Automation

You can edit the email selection or you can add actions in the future for whoever did not reach a specific point in the automation. Those actions will execute only for pending contacts in automation. Contacts that have already completed the flow will not be affected by these new actions.

3- Making Changes to Automation Actions

Making changes to automation actions will not apply to pending contacts; they will only apply to new contacts entering the flow.

4- Specific Date Trigger Set to Run One Time Only.

When a specific date trigger is set to run One Time Only, it will execute once at the specified date. Changing the date after the automation has been executed will not trigger the automation again.

5- Applying to Historical Data

When choosing to Apply to historical data, the automation will trigger existing contacts in the specified lists. However, this option will not apply to new specified lists added after publishing the automation.

By avoiding these common mistakes and understanding the implications of certain actions, you can ensure the efficiency and effectiveness of your automation processes.

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How to create a Master List

You can create a Master List that includes all your contacts by following the below steps:

1- Create a Master List

From the Contact tab, go to Lists -> Create List. Give the list a name for example “Master List”.

2- Add all your lists’ custom fields to Master List.

Go to the Fields & Form of your Master List.

In the form builder, add your lists’ custom fields from the Fields by List section.

Save your List.

3- Add Contacts to Master List using Automation.

From the Automation tab -> Your Automations – > Create Automation.

To create the automation, choose the Joined trigger and link it to Add to list Action.

In the trigger configuration, choose all your existing lists in the Target lists section and set Apply to Historical Data to Yes, if you want to add the existing contacts to the Master list.

Note: When creating a new list, don’t forget to add it to the target Lists in the Trigger.

In the Action configuration, choose the Master list you have created.

Save the automation and publish it.
After the automation is completed, the contacts will be added to the Master list.

4- Export your contacts in Master List with custom fields.

Go to your Master List, select the Columns you want to export, and then click Export to Excel.

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How to target contacts who replied to your SMS

You can target contacts that replied to your SMS using Automation.

Go to Automation -> Automations -> Create Automation.

In the visual builder, use the Replied SMS trigger and connect it to whatever action you like to do (for example add tag).

In the Replied SMS trigger, choose the SMS template.

Please note that the automated SMS template attached to the “SMS Replied” trigger must be the last SMS sent and delivered to the contact.

Save and publish your automation.

 

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Activate Two-Factor authentication using Google Authenticator

You can activate Two-Factor authentication using the Google Authenticator app from Settings -> Security,  toggle on Turn On Google Authenticator, then click Save:

To pair with Google Authenticator, first go to Settings -> Account Login.

Start by downloading the app, setting up the account, and scanning the barcode provided.

Next, enter the code generated and click Pair.

Now, when trying to log in, you can choose to receive the code using the Google Authenticator app.

Enter the code generated and you can log in to your account.

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How to add Unsubscribe option to emails

To comply with bulk email sender requirements, it is essential to incorporate a One-click Unsubscribe option into the footer of your emails. Failure to include an unsubscribe link in your email will result in the system automatically injecting one into the footer of your emails.

To seamlessly add the unsubscribe link to your email footer, follow these steps:

  • Navigate to the top menu of the email builder.
  • Click on the Shortcode icon.
  • Select “Email Campaign Specific.
  • Choose one of the Unsubscribe Shortcode options available

Classic builder

New Builder

Unsubscribe Shortcode options:

[UNSUBSCRIBE_URL]: Generates a hyperlink enabling users to unsubscribe while specifying the reason.

[UNSUBSCRIBE_LINK]: Provides a link for users to unsubscribe while specifying the reason.

[DIRECT_UNSUBSCRIBE_URL]: Generates a hyperlink for users to directly unsubscribe.

[DIRECT_UNSUBSCRIBE_LINK]: Provides a link for users to directly unsubscribe.

[UNSUBSCRIBE_REDIRECTION_URL]: Creates a hyperlink for users to unsubscribe while specifying the reason and redirects to a specific page.

[UNSUBSCRIBE_REDIRECTION_LINK]: Offers a link for users to unsubscribe while specifying the reason and redirects to a specific page.

[DIRECT_UNSUBSCRIBE_REDIRECTION_URL]: Generates a hyperlink for users to directly unsubscribe and redirects them to a specific page.

[DIRECT_UNSUBSCRIBE_REDIRECTION_LINK]: Provides a link for users to directly unsubscribe and redirects them to a specific page.

To add your redirection link, follow the below steps:

  • Navigate to Settings -> Shortcodes.
  • Under the Default Shortcodes section, open the Email Campaign Shortcodes subsection.
  • Copy the link of the landing page or external page you wish to redirect your contacts to after they unsubscribe and paste this link into the “Unsubscribe Redirection Link” option.

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SMS Content Generation

AI content generation for SMS offers the convenience of effortlessly creating text messages. This powerful feature assists in generating engaging and relevant content for your SMS conversations. Here’s a guide on how to utilize AI content generation for SMS and craft compelling text messages.

Step 1: Install or Connect Your OpenAI Account

  1. Install the Copy AI Assistant add-on from the Add-ons section or connect your own OpenAI account (free of charge) by navigating to the Connection Center and clicking on “Connect to OpenAI.”
  2.  Provide a name for your OpenAI account and enter your API key.
  3. Optionally, select this account as your default for AI content generation.

Step 2: Access the AI Content Assistant

  1. You can find the AI Content Assistant while creating your SMS/MMS template.
  2. Click on “AI Content Assistant” to access the feature.

Step 3: Generate SMS Content

  1. Choose whether to use the AI Content Assistant add-on credits (System Credits) or connect your own OpenAI account for content generation.
  2. Select the appropriate SMS type and fill in the relevant settings. These settings play a crucial role in influencing the content generation process. Additionally, indicate the number of variations you wish to generate. Once you’ve provided all the necessary information, click on “Generate Copy.”

Note: Please be aware that with the AI Content Assistant add-on, you have 50 credits initially, and each generated variation will consume one credit. Additional credits can be purchased from the Add-ons section if needed.

Step 4: Use the Generated Content

Once the content is generated, you have two options for using it:

  • Copy and paste the content in the message field while building your SMS.
  • Save the content for future use.

When saving the SMS content, it will be stored in the Saved section under the relevant type.

 

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How to enable unsubscribe redirection

You can use your own page as redirection after unsubscribing for your contacts by following the below steps:

Step 1: Add your link for redirection

  • Navigate to Settings -> Shortcodes.
  • Under the Default Shortcodes section, open the Email Campaign Shortcodes subsection.
  • Copy the link of the landing page or external page you wish to redirect your contacts to after they unsubscribe and paste this link into the “Unsubscribe Redirection Link” option.

Step 2: Add the link in your email design

In your Email design or template, you need to incorporate one of the below shortcodes to enable redirection. These shortcodes serve as placeholders that will be replaced with the actual redirection link when the email is sent.

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How to add Form submissions to a Custom List in New Landing Page

In the new landing page builder, add the Form (List) block to your landing page.

Once you choose your list from the drop-down, you will have the option to choose what fields to use in your form.

You can deselect any field you don’t want to show in your form.


In case you need to add or edit the fields in the form you need to change them from the Form builder. Please check Creating custom form fields for more details.

Once you are done editing your fields in the Form builder, click on Refresh fields to apply the changes on the landing page form.

Also, you have the option to choose the settings for Multiple submissions from same contact and where to redirect after the submission.

Please note that in case you choose to Follow list’s settings option, these settings can be changed from the Form Settings in the Contact section.

 

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How to delete a Contact from a specific List

You can delete a contact from a specific list using 2 options.

Option 1: From the All contacts page.

Go to the Contacts tab -> All Contacts, open the drop-down menu of the contact you want to delete from the list, and choose Delete.

In the pop-up window, you will be asked to select the list you want to delete the contact from.

After selecting the list, click on Confirm and the contact will be deleted from the selected list.

Option 2: From the specific list page.

Go to Contacts -> Lists, and click on the List that you need to delete the contact from.

Select the contact you want to delete and choose Delete from the drop-down menu.

You will be asked to confirm if you want to delete this contact.

Please note that if the contact exists in multiple lists, he will be deleted only from this list.

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How to search for Contacts in the platform

To search for specific contacts in the All Contacts view, you can select one option from the drop-down menu:

  • Data Fields (the default): Match the contact’s custom fields.
  • First/Last Name: Match the contact’s Firstname or Lastname fields.
  • Tags: Match the contact’s tags.

From the Contacts tab -> All Contacts, open the search drop-down menu and choose the option you want.

In case you choose the First/Last name option, type in the name you want to search for, then all contacts matching this name will be displayed.

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How to add Form submissions to a Custom List in Classic Landing Page

After adding a form to your landing page, you can access the form settings to connect the form to an existing list.

Go to the Form Settings, by clicking on the gear icon of the block, select the Use an existing email list option.

Once you choose your list from the drop-down, you will have the option to choose what fields to use in your form.

You can deselect any field you don’t want to show in your form.


In case you need to add or edit the fields in the form you need to change them from the Form builder. Please check Creating custom form fields for more details.

Also, you have the option to choose the settings for Multiple submissions from same contact and where to redirect after the submission.
Once you finish configuring the form settings, click on apply changes:


Please note that in case you choose to Follow list’s settings option, these settings can be changed from the Form Settings in the Contact section.

Note: Any changes applied in the list settings will change the design of the form back to the default style. So try to finish all your list editing before changing the design of your form on the landing page.

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How to hide the form after submission

In case you need to hide the form on your landing page after your leads submit it, please follow the below steps:

1- Create a Custom shortcode.

  • Navigate to your Settings -> Shortcodes and select Custom Shortcodes.
  • Create a new custom shortcode.
  • Give your new shortcode a name and title.
  • In the content area, paste the following CSS code:
    <style>
       .vbfs-rows{display:none !important;}
       .vbf-submit{display:none !important;}
    </style>

2- Edit the form success message

  • Go to your form settings.
  • Locate the editor for the success message.
  • Insert the custom shortcode you’ve created into the success message editor.

 

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How to setup a Browser Push on a Landing Page

Browser Push is a great way to turn your page visitors into subscribers, without providing identifiable data beyond their browser ID. This also lets you offer existing email subscribers, new ways to receive messages from you, in real time, without opening their inbox.

Below is a guide to activate and set up Browser Push on your landing page.

BROWSER PUSH SETUP:

Go to Landing Page  -> Landing Pages, open the menu next to your landing page, and select Browser Push Settings.

Once selected, a new window will be open to set up your Browser Push.

IntegrationOpt-in DesignOpt-in SettingsNotification Defaults
Toggle on the button in order to enable the Browser Push.

 

In Popup Design, you can customize the main permission prompt, asking visitors if they wish to opt-in to your Browser Push list. Note that this is different from the default browser permission behavior which normally offers no delay or customization options. The prompt from the Popup Design will give visitors the option to Allow or Decline the browser push option.

Here you can make the prompt to opt-in smarter by adding some delays, segment them to activate on your cookied contacts, anonymous or both, as well as a re-opt-in option and target pages to show this prompt. The biggest mistake marketers make is to blindly trigger the default Browser Push prompt, which does not give visitors enough time to build a relationship with you.

Here you can put the Title of your Notification and see a live preview of your changes.

 

Once you finish the setup above, visit your landing page to test the installation. If the message below did not show, that means that there is something wrong with the installation.

BROWSER PUSH ANALYTICS:

  • When a visitor clicks on Allow, they will automatically be added to your Browser Push Subscribers. You can view them by clicking on Browser Push Analytics.
  • Browser Push Analytics displays a detailed report on your subscribers. Toggle between the tabs to view records in the Active tab, with meta-details on the device, total messages sent Clicks and date of signup. If the subscriber was a cookied contact with an email on a list, the platform will automatically merge the record, otherwise you will see an anonymous IP as a subscriber. Click on the Email/IP to access to the full user profile with detailed activities.
  • You can also include an automated report on your Browser Push, by landing page, under your Dashboard Reports.

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Enhanced Email Address Validation

Email validation lets you check and validate the quality of your contacts’ email addresses, so you can control how those emails are handled. It can help you detect, with high accuracy, hard bounces, spam traps, and fake email addresses by verifying and cleaning up your email list.

This feature will be available when installing the Enhanced Email Validation Add-on and is based on a monthly credit count.

You will have the option to unsubscribe these contacts based on the email validation status response.

The returned statuses are: Valid, Neutral, Risky, Undeliverable, and Typo.

Valid: The email server is ready to accept emails to this email address

Neutral: The email is a temporary address to receive letters and expires after a certain time period.

Risky:

  • The email account is suspended, disabled, or limited and cannot receive emails
  • The SMTP response is invalid or the destination server reported an internal error.
  • Some anti-spam technology is blocking the verification progress.
  • The email address is maintained by an ISP or a third party that neither clicks nor opens emails.

Undeliverable:

  • The email server is dead, and no connection to it could be established.
  • The email address does not exist
  • The domain email server is not installed or is incorrect so the emails are not deliverable.
  • The delivery failed
  • The delivery failed because a relaying problem took place

Typo: There is a syntax error in the email address

You can use the Enhanced Email Validation from different views within the platform.

Email Validation while importing contacts:

When mass importing your contacts, you have the option to validate your contacts’ email addresses.

In Mass Import settings, turn on the Enhance Validation option.

You can select the status to unsubscribe the contact.

Email Validation in Form

You have the option to enable enhanced validation when the contact signup to your form.

In the Form builder, turn on the Enhance Validation option.

Email Validation of a List:

Go to Lists, choose Batch Validation from the drop-down menu next to the list.

Choose your options and, click on Validate.

Email Validation of a Contact

From the All Contacts page, choose Email Validation from the drop-down menu of the contact.

Also, you can choose Email Validation from drop-down menu inside the Lead profile.

Choose your options and, click on Validate.

 

Once the validation process is completed, you can see the email status on the All Contacts page and inside the Lead profile.

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How to exclude contacts when sending email campaigns?

When sending your email campaigns, you can choose to send them only to specific contacts among the recipients you have selected. To do this, follow these steps:

  • Set up your campaign and navigate to the Recipient tab.

  • After selecting your recipients from Lists, audiences, or folders, enable the “Exclude Recipients” option.
  • Choose a specific list that you want to exclude from receiving the email.

Once you proceed, your email will be sent to all the recipients you have chosen, except for those on the excluded list.

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Activepieces Integration

By connecting Activepieces with VBOUT, you will have the ability to integrate seamlessly with various third-party applications. This integration opens up a world of possibilities for users, allowing them to automate tasks, synchronize data, and optimize their processes across multiple platforms.

Step 1: Login to Activepieces and Access the Flows Page

  1. Enter your login credentials to access your Activepieces account.
  2. Once logged in, locate and click on the “Flows” page in the navigation menu.
  3. Add a new flow.

Step 2: Select VBOUT from the List of Apps

  1. Once you add and configure your trigger, click on the + icon to add an action to your flow.
  2. In the list of available apps, find and select “VBOUT” as your desired integration.

 

Step 3: Start your VBOUT action setup

    1. Choose an action from the list of available actions.
    2. Add a new connection
    3. Provide a name for your connection and add our API key.
    4. Map the required fields and all the fields you need to your related data field.
    5. Once done, click on Test Step to test you setup.

Once done building your flow, click on Publish.

List of available VBOUT Action

  • Add Contact to List
  • Add Tag to Contact
  • Create Email List
  • Create Email Marketing Campaign
  • Create Social Media Message
  • Get Contact by Email
  • Get List Details with Custom Fields
  • Remove Tags from Contact
  • Unsubscribe Contact
  • Update Contact

 

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How to post Instagram Story

You can use the Compose Short Videos option within the Social Media Section to post Stories on your Instagram account.

Go to Social media section → Queue and click on Compose Short Videos.

  • Choose your Instagram account
  • Add your media file, you can either upload a new file or access your saved media inside the File Manager.
  • Click on the chosen Instagram account,  and choose to post it as a Story.

  • Confirm whether you’d like to immediately publish your post by clicking Post Now, Schedule it to post on one specific date.

Once your Story is posted or scheduled, you can check it in your Social Calendar.

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Get started with API calls

Using API calls detailed in this link, you will need some required parameters, please check below how to get some of these parameters from your account.

API Key

Go to Settings -> API integration.

List ID

Go to the list page, and you can find the List id in the URL.

Field ID

Go to your List Form preview.

Right click on the field -> Inspect, and you can find the Field ID in the line code.

You can also get the IDs (List and Fields) using this API call.

Contact ID

Open the Lead profile, you can find the contact ID in the URL.

 

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How to update contact details using Shortcode

You can update contact field details with the value of another existing field using Shortcode. This can be achieved using Automation.

From the Automation tab -> Your Automations – > Create Automation.

To create the automation, use the Specific Date trigger connected to the Update Contact action.

In the trigger configuration, choose the list you want to update its contacts and a date to launch the automation.

In the Update Contact Action configuration, choose the field you want to update.

Once, you choose the field, an option to insert Shortcode will show.  You can select the shortcode of the field you need to use its value. For example, updating the “Company Name” field to the “Firstname Lastname” of the contact.

Once done, save and publish the automation.

After the automation is completed, the contacts will be updated by the value you have selected.

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Automation Advanced Settings – Delayed Actions

Sometimes the automation action is overdue for its execution time, now you have the option to decide how to proceed in case this happens.

In the trigger Advanced Settings, you can select the action to be performed when the automation step fails to execute within 24 hours of its scheduled time:

  • Execute the action regardless, which is the default behavior.
  • Skip this action and continue the workflow.
  • Stop the automation for this contact.

Also, you have the option to specify the overdue behavior for each action in your workflow.

In the action Advanced Settings, you have the below options:

  • Follow default trigger settings, which is the default behavior.
  • Execute this action.
  • Skip this action and continue the workflow.
  • Stop the automation for this contact.

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Landing Page Image Preview

When sharing your landing pages on social media and messaging apps, you have the option to choose the image thumbnail, for the link preview, that gets automatically generated.

You can add the Image Preview in the Page Settings of your Landing page, from the top menu of the builder, go to Tools -> Settings.

In General section, in the Preview Image option, click on the image icon to add an image.

 

Once you click on the image icon, you will be redirected to the File Manager, where you can choose from the existing images or upload a new image.

Once done, click on Save Settings.

Note: You always have the choice to remove the image preview by clicking on the delete icon.

When adding the landing page to your social channel post, the chosen image will appear as a preview.

 

 

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How to bulk change the contacts status to active again

In case you need to resend emails to your hard bounced contacts again, you need to change their status to active.

Please follow the below steps in order to achieve this:

  1. Create an audience of hard bounced contacts:
    From the Contacts tab -> Audiences – > Create Audience.Create a new audience, give it a name, choose All lists in the Matching Lists and add the condition for Hard bounce as displayed below.
  2. Add the Hard bounced audience to a List:
    From the Automation tab -> Your Automations – > Create Automation.To create the automation, choose the Specific Date trigger and link it to Add to list Action.

    In the trigger configuration, choose the audience you want to add to the list and a date to launch the automation.

    In the Action configuration, choose the list you want to add your audience to.

    Save the automation and publish it.
    After the automation is completed, the contacts will be added to the chosen list.

  3. Bulk change the contacts’ status to Active:
    From the Contacts tab -> Lists – > Open the list of hard bounce contacts.Select all the contacts and click on Bulk Actions -> Update Status.

    Select status as Active and click on Update Status.

    Once done, your contacts status will be active and they can receive your emails again.

 

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Add Cookie Compliance on Landing Pages

You have the option to set cookie compliance on your landing page.

From the landing page builder, go to Tools -> Settings -> Cookie Compliance tab.

When you enable this option, you can customize the following:

  • Geo Location:
    Select the countries where your visitors should see the cookie compliance.
  • Message:
    Set your default message format, change its position, the background color.

Also, you can change the format of the confirm button.

The close button is turned off by default. However, if someone closes the cookie compliance, the tracking will not execute.

Please note that in case the cookie policy is not accepted, the third party tracking and the platform tracking will be disabled.

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SMS Predictive Sending

SMS Predictive sending is a sending process that will send SMS at the time the recipients are more likely to open their text messages.

To use SMS Predictive sending in your automation workflow, you need to enable it in each Twilio SMS action you are adding.

The predictive sending time will be based on three factors:

  1. Contact: Check based on previous SMS in case they are known contacts so in this case, we have the best sending day(s)/time(s) and the SMS will be sent based on it.
  2. Business Type: Check if the client business type is known, so in this case, we have the best sending day(s)/time(s) and the SMS will be sent based on it.
  3. Fallback: in case contact & business type are unknown,  the fallback concept is used where it contains the best sending day(s)/time(s) based on market research.

Please note that when activating Predictive sending, the delay advanced timing will not be taken into consideration when sending the SMS.

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How to mass update contacts in the platform

You can mass update your contacts by uploading an excel file with the updated information into your list.

To update your contacts using Mass Import, follow the steps below:

1- Go to your Contacts and select Lists tab from the top.

2- Choose the list you’d like to mass update its contacts and click on Mass Import from the drop-down option.

3- A wizard popup will show where you can customize the import process and do your field mapping. The first step includes the list name, already pre-populated, as well as the option to specify if file headers exist on your Excel file (ex: Name, Email, Company, etc…).

Make sure to check the option to update contacts’ details if they were already on that list.

Also, in case you are uploading only the field you want to update, you can check the option to “Skip update fields when new value is empty”. In this way only the value of the updated field will change.

The file to upload must be a CSV with a maximum size limit of 5 MB of data.
Make sure the file is properly formatted and only includes the columns you want to import.
Note: Random characters, badly formatted emails, and missing required fields can break the upload process.

4- After uploading the file, you can proceed to the next step where you map your Excel file columns (NAME ABOVE THE FIELD) to the fields you have created on your account under that list settings.

5- Once you are ready, you can click on Import and the process will start.

6- An email summary of your import will be sent to the account admin email.

Once the process is done, you will have your contacts’ details updated in the list.

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How to embed Form using the WordPress plugin

After installing VBOUT plugin on WordPress, you can create your Form on VBOUT and embed it on your connected WordPress website.

Go to Edit Page option on WordPress.

In the Content Section, click on VBOUT Forms Shortcode.

Or you can use this shortcode .

To find your form id, go the Contacts page in VBOUT, Click on Lists tab and open the List/form you want then you can find the form id in the page URL.

 

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APIX Drive Integration

The integration with APIX Drive will allow you to add and delete contacts in VBOUT and create publications on Facebook, X, LinkedIn, Pinterest and Instagram based on data from other systems. For example, you can transfer contact data from your website, landing page or Google Sheets to VBOUT and carry out the mailing you need or interact with social networks.

To integrate VBOUT with third party apps using APIX Drive, go to Integrations, and click on APIX Drive:

When you click on APIX Drive, a new tab will be opened where you should login:

Once you setup your Data Source in APIX Drive, you can start connecting VBOUT as Data Destination by following the below steps:

First, click on Start configuring Data Destination.

Select VBOUT as the system from the drop-down and click on Continue.

Now, Specify an action in VBOUT.

The available actions are Add contact, Delete by email, and Create publication to the social network.

Next, connect your VBOUT account.

You need to add your API key. You can find it by going to your VBOUT account -> Settings -> API integrations.

Once your account is connected, click on Continue.

Then, map the fields from the Data Source to the needed fields in VBOUT.

Once done, click on Edit and continue.

To check your setup, click on Send test data to Vbout, then go to your VBOUT account and check the data added.

If the test was successful, click on Next and the Data Destination setup will be completed.

Now, you can start choosing the update interval and enabling auto-update.

To do this, click Enable update.

You can choose an interval by clicking on the gear icon.

Note: In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes.

To perform a one-time data transfer, click on the arrow icon.

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How to create a Form

Each Form is connected to a List on the platform. To start creating your Form, you need to create a List first.

Click on the Contacts option from the left sidebar, select the Lists tab from the top, and click on the Create List button:

You will be asked to insert the list details:

  • List Name: add a name to your list.
  • List Description: add a brief description of your list.
  • Include in Contact Preferences Page: when this option is turned on, it will add this list to the preference page where the contacts can manage how you communicate with them including unsubscribing or subscribing back to this list.
  • Sender Details: these fields will be prefilled by your default sending values specified in your Settings and you will have the option to modify them when sending an email campaign.

When you have completed all details click on Create.

After you create your list, you can build up the form fields by going to the Fields & Form.

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,  make it required or not or hide it from all public forms, 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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How to enable Social Media posts moderation for agency

In your agency account, you have the option to enable social media post moderation.

Go to Users from the drop-down menu of your profile icon.

In the Users and Workflow section, choose the account where you want to enable this option and click on the Gear button next to Add User option.

In the Pop-up window, you can choose to Auto or Manually approve the social posts.:

if you choose to manually approve the Social Media scheduled posts, the email moderation will be sent to the admin to approve or disapprove the scheduled event.

Also, you can specify the email address to whom you want to send the moderation email. You can send an email notification after approval or disapproval, by turning on the options displayed and specifying the email address to whom the email will be sent.

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How to switch the language in your account

The language of the platform can be changed in the General Settings of your account, click on the profile icon in the top right, and select Settings.

On the General Information page, you have the Site Language option  where you will have multiple language options to choose from.

Once done, click on Save to apply the new language.

 

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How to create a wildcard in Godaddy

To create a wildcard in Godaddy to forward your domain to www.domain.com, follow the below steps:

1- Open your domain settings and click on Forward Domain.

2- In Destinations, type in your site for example www.domain.com in the Forward to Any Site section, and click Next.

3- Finally, click on Finish.

 

 

 

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How to create an Audience for contacts who didn’t received Emails

Currently, there is no condition for unreceived emails when creating an audience. Please check below a workaround on how to create an Audience for Contacts that have not received a specific email.

  • Create an audience of contacts that have received the email.

The audience will be created with the below conditions. Please note that you can specify a specific email campaign or All campaigns.

  • Add your received audience to a list.

Using Automation, you can add the created audience to a list.
From the Automation tab -> Your Automations – > Create Automation.

To create the automation, choose the Specific Date trigger and link it to Add to list Action.

In the trigger configuration, choose the audience you want to add to the list and a date to launch the automation.

In the Action configuration, choose the list you want to add your audience to.

Save the automation and publish it.
After the automation is completed, the contacts will be added to the chosen list.

  • Create Audience for unreceived email.

To create this audience, use the Not on List condition and choose the list you have just created.

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How to save a block in new Email builder

When designing your email template, you can build your own blocks using components, such as images, videos, and call to action buttons, and save them to be used in other email templates.

This feature is only available in the New Email builder.

After creating and designing your block, Click on the save icon from the block top menu.

Give the section a name and select its category, then click on Save.

Once saved, you can find this block in the Sections -> Saved to use it again in other templates.

You can find your block, in the category you have chosen.

 

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How to copy and paste text inside the builder

When copying and pasting in the builder, you are always copying some inherited style and additional code and that will cause issues with your template.

The proper way to copy and paste content in the builder is shown below:

Add a Header or Paragraph component, paste your test in the Edit HTML section and click Update Element

In that way, only the text will be copied without any additional style.

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SureTriggers Integration

By integrating VBOUT with SureTriggers, you can automate processes and connect VBOUT with various web apps and WordPress plugins. This guide will walk you through the steps to connect SureTriggers with VBOUT and start creating automated workflows.

Step 1: Login to SureTriggers and Access the Apps Page

  1. Enter your login credentials to access your SureTriggers account.
  2. Once logged in, locate and click on the “Apps” page in the navigation menu.

Step 2: Add a New Connection

  1. On the Apps page, look for the “Add new Connection” option and click on it.

Step 3: Select VBOUT from the List of Apps

In the list of available apps, find and select “VBOUT” as your desired integration.

Step 4: Start your connection

  1. Provide a name for your connection to easily identify it later.
  2. Retrieve your VBOUT API key by logging into your VBOUT account.
  3. In your VBOUT account, navigate to the “Settings” section and select “API integrations.”
  4. Locate your API key and copy it.
  5. Return to the SureTriggers connection setup page and paste the API key into the designated field.

After adding the API key, click on the “Connect VBOUT” button to establish the connection between SureTriggers and VBOUT.

Step 5: Start Creating VBOUT-Related Workflows

Access the Workflows page in SureTriggers and select the option to create a new workflow.

Within the workflow creation interface, you can choose VBOUT as a trigger or an action to connect with other apps.

Available Triggers to Use with VBOUT:

And the available actions are:

 

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Email Clipped

Email clients will automatically clip all emails with a message size larger than 102KB. This means that your recipients do not see all the content of your email, unless they click the link at the bottom.

To avoid your email from being clipped, make sure to follow the below recommendations:

  • Optimize your images: Make sure that the images used in the email have a small size.
  • Make sure your email does not contain any inherited code.
    In some cases, your browser extension may add some code to your email while building it. To check your email code, open your email block source code from the builder and make sure it does not contain thousands lines of code.

 

  • Make sure your email is not too long.

Finally, to check the exact size of your email, send it as a campaign and download the email.
Once downloaded you can check its size from the file properties.

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RSS Feed

The platform offers the possibility to send RSS feed by email once the content is changed. Please check the below steps to achieve that:

Get your RSS feed URL

You can find your RSS feed URL by going to www.yoursite.com/feed make sure it is an XML file and has all your blog content.

Create an Email with RSS dynamic block

RSS feeds blocks are used to insert your feeds in your landing page or email template, and their content will change dynamically once your feeds are updated.

To create your email to be sent using automation, you need to create it in the Automated message section.

From the Automation tab -> Automated Messages – > Create Automated message.

Please check this for more information on how to create Automated messages.

In the Email builder, add RSS Block

Inside the block settings, you can input the RSS feed URL and customize the number and the style of the posts then click Apply Settings.

Once your done, save your email and it will be ready to be used in the automation workflow.

Set up your automation using RSS Changed trigger

RSS trigger is used as a trigger in Automation. This trigger executes when RSS content is changed. You specify your target specific list(s) or audience(s) and your RSS feed URL.

Go to Automation tab, create a new automation, from the trigger section, Drag and Drop the RSS Changed trigger.

Double click on the trigger, enter a name for the trigger, specify your target specific list(s) or audience(s) and insert your RSS feed URL. Also, you can choose a specific day and time to check the RSS feed update.


Once set, connect the trigger to Send Email action.

In the Send Email action, choose the automated message you have already created.

When you are done, save and publish your automation.

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InvoiceBerry integration using Zapier

You can sync your data in InvoiceBerry to your VBOUT account using Zapier by following the below steps:

In Zapier, start creating your Zap by choosing to connect InvoiceBerry to VBOUT.

As a trigger, you can choose when a New Client is added in InvoiceBerry, to Add this Contact to a List in VBOUT.

Finally, create the Zap.

In the trigger setup, you need to connect your InvoiceBerry account by adding the API key and password.

You can find your API key and Password in InvoiceBerry by going to Settings -> Main settings.

From the Integrations tab, copy your API key and password and paste them in Zapier

Once done, you are ready to test your trigger.

When the test is successful, data from InvoiceBerry is displayed.

Next, you need to set up your VBOUT action.

To connect your VBOUT account, you can find your API key from Settings -> API integration.

Once connected, choose a list in VBOUT and map your fields.

Then, test your action.

When the test is completed successfully, your contact should be added to your VBOUT list.

Finally, publish your Zap.

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How to get your emails out of promotional inbox

You need to know that there is no guarantee whatsoever that your emails will be removed from the promotional tab, but below you can find some tips based on best practices:

1- When people opt-in to your list, send them a welcome email and ask them to kindly remove you from the spam or promotional tab to the main inbox.

2- Try a basic simple HTML format instead of a fully designed HTML email.

3- Rename your Unsubscribe and Preferences labels from the footer of your email for example you can use “Please remove” or “Click here to opt-out”.

4- Use proper segmentation between those who open and engage with your email and those who don’t, you should probably send them emails less frequently or suppress them from your list.

 

 

 

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Smart Quiz Builder integration

The first step to create a quiz using the Smart Quiz Builder is to install its plugin.

Once you have the plugin installed, click on Manage Quizzes.

Next, click on Create a Quiz

You need to choose how you will build your quiz: Create from Scratch or Use a Pre-build Quiz Template or Import Quiz.

Enter your quiz basic settings: give it a name, a description and a type.

Then, choose to connect with VBOUT, you need to add your API Key.

Once connected, choose a list from your lists in VBOUT to sync the quiz data.

Change the quiz Display settings.

Also, you can customize the design of the quiz.

Finally, copy the Quiz Shortcode and paste it on any page on your Website.

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Connecting your Outlook Calendar

You can connect your Outlook Calendar to the platform, to allow people to book a meeting on your calendar.

Connecting Outlook Calendar

To connect the calendar, go to Connection Center -> Outlook Calendar and connect your Outlook Calendar.

Creating a booking page

Go to Settings -> Booking Settings -> Create Booking Page.

To create your Calendar Booking Page, choose Outlook as the booking type, and a calendar account if you have already connected your Outlook account or you can click Connect Calendar and connect the calendar:

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

Once you click Submit, the settings will open.

Event Info: you can change the booking page name, add a name and location to your event, add a Privacy policy page, and choose your cancellation policy. You can also choose to link it to your Zoom account.

Settings: Choose the calendar you want to use, if the booking should be automatic or manual, and the redirection behavior.

Availability: Choose the event time zone and the available date and time, and set the event duration, Min Booking Notice, Max Cancelation Notice, the buffer time between events, and the future limit to book.

Fields: Choose the list to add your registrants and the fields you need them to fill. Also, you can add a default tag to your registrants.

Reminders: Choose to send a confirmation email and how to remind guests about upcoming bookings.

Styles: Edit the page where the prospects will book.

Once done, Click on Submit to save your settings.

You can share your calendar link for people to schedule a meeting, your calendar will show as below.

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WiserNotify integration

In order to sync your contacts in VBOUT to WiserNotify,  please follow the below steps:

In WiserNotify platform:

Go to Integration tab, search for VBOUT app and click on Connect.

Give your connection a name and click on Create.

Once the connection is created, copy the Webhook link.

In your VBOUT account:

Create an automation by going to the Automation tab -> Your Automations – > Create Automation.

Choose the Joined trigger and link it to Sync to third-party Action.

In the trigger configuration, choose your target list.

In the Action configuration:

  • Choose the Webhook option.
  • In “enter the URL”, paste the WiserNotify webhook link.
  • In “choose what to sync”, select Webhooks Triggered.
  • Choose Post as send method.

And finally, click on Save Configuration.

Save and publish the automation.

After the automation is completed, you can check your result in the WiserNotify dashboard.

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Email Subject Line Analyzer

A tool that analyzes email subject characteristics and suggests best practices to lets you get a higher open rate.

Characteristics

Case type

  • Can be any of these types: Title, Sentence, Lower, Upper, Unknown.
  • Subject line with Title case performs best where major words are capitalized, and most minor words are lowercase (ex: Get an All-in-one, Powerful and Easy-to-use Marketing Automation Platform).
  • The worst type is the Upper case where all letters are capitalized.

Words count

  • Subject word count includes emoji that is represented as 1 word and without considering shortcode.
  • Subject lines with a word count of around 5 words perform best.
  • The worst word count is 15 and higher.

Characters count

  • Subject characters count includes emoji counted as 2 characters and without considering shortcode.
  • Subject lines with a character count of around 20 perform best.
  • The worst characters’ count is 50 and higher.

Good words

  • These are words that increase your chance to get your email opened.
  • Subjects with 1-3 good words perform best.
  • Subjects with no good words might decrease your email open rate.
  • Examples of good words: top stories, important, thanks, better, great deals, remember, congratulations, event, update, last chance, promotional, new, holiday, on sale now, special, celebrate, soon, exclusive, available, bulletin.

Bad words

  • These are words that decrease your chance to get your email opened.
  • Subjects with no bad words perform best.
  • Subjects with a bad word count higher than 3 perform worst.
  • Examples of bad words: unlimited, shopper, 100% free, new customers only, what’s keeping you? risk-free, you have been selected, great offer, registration, strong buy, brochure, invitation, special promotion, newsletter, attend.

Has emoji

  • Subjects with at least 1 emoji might increase your chance to get your email opened since most marketers don’t use emojis in their subject.

Has number

  • Subjects with at least 1 number might increase your chance to get your email opened.

Emotional Trigger words

  • These are words that usually emotionally trigger recipient attention and action.
  • Subjects with at least 1 emotional trigger word might increase your chance to get your email opened.
  • Examples of emotional Trigger words: deadline, offer, attractive, best-selling, wonderful, limited, download, affordable, empower, chance, reward, revealing, tremendous, thrilled.

Has shortcode

  • When a recipient sees his name within the subject line of your email, usually pay more attention to what you’ve got to say and that might increase your chance to get your email opened.

Examples

Subject #1

  • Case Type: Title
  • Words Count: 5
  • Characters Count: 32
  • Good Words Count: 2 (your, special)
  • Bad Words Count: 0
  • Has Emoji: Yes
  • Has Number: No
  • Has Shortcode: No
  • Has Trigger Words: 2 (gift, special)

Subject #2

  • Case Type: Title
  • Words Count: 6
  • Characters Count: 28
  • Good Words Count: 2 (your, new)
  • Bad Words Count: 0
  • Has Emoji: No
  • Has Number: Yes
  • Has Shortcode: Yes
  • Has Trigger Words: 2 (new, now)

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How to use email Predictive Sending in Automation

Predictive sending is a sending process that will send emails at the time the recipients are more likely to open their emails.

To use Predictive sending in your automation workflow, you need to enable it in each Send Email action you are adding.

The predictive sending time will be based on three factors:

  1. Contact: Check based on previous emails in case they are known contacts so in this case, we have the best sending day(s)/time(s) and the email will be sent based on it.
  2. Business Type: Check if the client business type is known, so in this case, we have the best sending day(s)/time(s) and the email will be sent based on it.
  3. Fallback: in case contact & business type are unknown,  the fallback concept is used where it contains the best sending day(s)/time(s) based on market research.

Please note that when activating Predictive sending, the delay advanced timing will not be taken into consideration when sending the email.

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How to create a Survey using Forms

To create a survey in the platform, you can create a form and use custom fields.

Go to Contacts -> Lists -> Create List.

After creating the list, go to Fields & Form to edit the form fields.

In your Form builder, create new custom fields (checkbox, radio, or select).

The survey question can be added in the Name Field section and the answers will be added in the options section.

In case you want the contact to choose only one answer, you can use the Radio field (For example True or False).

The Checkbox can be used in case multiple answers are allowed to be chosen.

In case, you have a long list of choices, you can use the Select field.

An example of the Survey/form preview:

You can check the survey answers, by going  to Contacts -> Lists and opening your designated list.

From the Columns menu, you need to select the custom fields in order to display the contacts’ answers.

Once selected, you can check your contacts survey answers.

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How to remove Bounced and Unsubscribed Contacts

Please note that the platform already handles the suppression of bounced and unsubscribed contacts, so you don’t need to worry about removing them from your account. In fact we recommend keeping those contacts in your account to avoid re-opt-in the contacts in case they are uploaded again in your account.

To remove your bounced and unsubscribed contacts from the current list, please follow the below steps:

  1. Create an audience of bounced and unsubscribed contacts:
    From the Contacts tab -> Audiences – > Create Audience.Create a new audience, give it a name, choose All lists in the Matching Lists and add the condition for Unsubscribed and Hard bounce as displayed below.
    Note: Please make sure to choose Match any rule (OR) between the two conditions.
  2. Activate Suppression List:  in case you have not activated your suppression list.
    Go to Contacts -> Lists -> Activate Suppression List.
  3. Create an Automation to remove the contacts:
    From the Automation tab -> Your Automations – > Create Automation.To create the automation, choose the Specific Date trigger and setup your automation as per below:In the trigger configuration, choose the audience created, a date to launch the automation and choose to run it recurrently on a daily basis.In the Add to list Action Configuration, choose Suppression List.

    In the Remove From List Action configuration, choose the list to remove the contacts from.

    Save the automation and publish it.
    After the automation is completed, the contacts will be removed from the chosen list.

 

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How to add an Audience to a List

You can add your audience to a list using Automation.
From the Automation tab -> Your Automations – > Create Automation.

To create the automation, choose the Specific Date trigger and link it to Add to list Action.

In the trigger configuration, choose the audience you want to add to the list and a date to launch the automation.

In the Action configuration, choose the list you want to add your audience to.

Save the automation and publish it.
After the automation is completed, the contacts will be added to the chosen list.

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API APPs management

The platform offers the possibility to integrate with apps requiring Authentication token and secret key. To find, those keys while logged in to your dashboard:

  1. Head to your profile icon in the top right, and click on it, then select Settings from the drop down menu.
  2. Select API Integrations from the left sidebar.
  3. Go to APPS MANAGEMENT tab. Click on Create a new App.

Enter the information required, the application name, URL, the Auth redirect URL and a description.

Click on Submit and the keys required for your app will be provided.

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