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How to create a List

Creating your lists is a fundamental step in getting started using your account. To create your 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 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: to allow the same contact to subscribe multiple times using the same email.
  • Email Confirmation required: to turn on the double opt-in for your contacts.
  • Turn on Autoresponder: to send emails to your contacts once they subscribed to the list. (Please note that you can always use Automation to send Autoresponder email).
  • Notify admins of new contacts: to be notified of new sign ups (you can add multiple emails to be notified).
  • Redirect after subscription: to redirect the contact after submission to a new page, such as a thank you page on your website or a landing page on your account.

Also, you have the option to edit the content of the email your contacts receive when they sign up to your new list and the email received by the admin once a contact is added.
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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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 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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RSS Feed

The platform offers the possibility to use RSS feed in two features:

1-  RSS Changed Trigger
2- RSS Dynamic Block

1-  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, use the trigger to create your desired automation workflow.

2- 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.

Go to Landing Page builder or Email template builder, and 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.

 

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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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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

7Flush 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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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 have the option to limit the sending time of the campaign.

Please note that you can specify the date after a minimum of 4 days of the campaign scheduled time.

In case, you have not limited the sending time of the campaign, it will take from 7 to 10 days to be sent completely based on the best sending factor.

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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 perform 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 words count includes emoji that is represented as 1 word and without considering shortcode.
  • Subject lines with words count 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 characters count 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.
  • Example 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 bad words count higher than 3 perform worst.
  • Example 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.
  • Example 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 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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How to add Form submissions to a Custom List on a 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 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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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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How to create Audiences based on Tags

You can segment your lists based on specific tags using Audiences.

To create au audience, go to Contacts tab -> Audiences – > Create new audience.

You will be prompted to give your audience a name, choose the lists you want to target and add the “Tag Name” condition.
You have the option to add multiple tags by adding an additional “Tag Name ” condition to match. The contact needs either to match all the specified conditions (using AND) or one of them (using OR).

Once done, click on Save Audience.

The Audience will start processing. To view the Audience result, click on the Show Results option of your audience.

 

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How to launch an SMS Campaign

In some cases, you may have a list of contacts with only phone numbers and no email addresses, that you wish to upload into the platform to launch an SMS campaign.

Since the Email address is crucial in running automation, please check the following steps to launch this campaign:

  • Create a List
    To create your list, click on the Contacts option from the left sidebar, select the Lists tab from the top, and click on the Create List button:

    Next, Go to Fields & Form to edit your List fields. Once done Save the List.

  • Edit your CSV file
    To fill the Email address column in the CSV file, create the following formula: CONCATENATE(phone number cell, “@domain.com”). The result will be for example “111222333@test.com”.

    Then, drag down the cell to apply the formula to the remaining contacts.

    Now your file is ready to be imported.

  • Upload your CSV file into the List
    From the Lists page, open the menu next to your List and choose Mass Import.

    Choose the CSV file you have edited and map the fields.
    For more details on Mass import check this.

  • Create an Automation to send SMS messages
    Go to Automation -> Your Automations -> Create Automation.

    In your automation, choose the Joined trigger and link it to Twilio SMS action.

    In the trigger configuration, choose the List you have created.
    In the action configuration, you can choose a template from the drop-down list or you can choose to CREATE NEW SMS TEMPLATE, where you will be taken to the following page:

    Once you are done, Save and Publish your automation.

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How to enable Site Popup on Landing page

To enable Site Popup on your Landing page, please follow the below steps:

  1. Setup your Landing Page Domain:
    Create a CNAME record pointing it to for example “pages.”in your DNS record, then add this domain name in Landing Page Domains section in the platform for example “pages.domain.com”.

    Go to your Landing Page -> Domain Settings and choose your verified domain.

  2. Add Website Tracking Code:
    In the Website Tracking Code section, add the same domain “pages.domain.com” and copy the embed code.
    Please note that no need to verify the domain but make sure to turn on the status.
  3. Add the Tracking Code on your Landing Page:
    Go to your landing page, Tools -> Settings -> Tracking. Turn on the third party tracking and paste the embed code.
  4. Set up the Popup:
    Go to Site Popup, create your popup and choose your domain “pages.domain.com” in the Page URL section.

Now, you can test your Popup by accessing your landing page URL.

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How to create an email drip

In order to start your email drip setup, you need to prepare your email series first.

So 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 Email drip workflow.
From the Automation tab -> Your Automations – > Create Automation.

Your automation should start with a trigger, you can use the Joined List, meaning whenever a lead signs up to your list or fill a form, the lead will enter the email drip.

Example 1 for Email drip:
When someone signs up to the list, an email is sent after 1 minute. Email 2 will be sent after 1 day, and so on. You can add as many delays and “Send Email” action as you like.
In the Send Email action, you select the automated messages you have already created. And as for delay, you can modify the delay time based on your needs.

Example 2 for Email drip:
In this scenario, we will add a condition to check if the lead has opened the first email or not.
After someone signs up for the list, an email is sent after 1 minute.
Based on the condition, checking if the lead has opened the email after 1 day or not, you can create two different email sequences as shown below.
Please note that we need always to set a delay before the condition.

To add a condition, you need to click on the setting icon on the arrow joining the 2 items and specify the condition.

In that way, you can create your own customized workflow for an email drip.

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How to create a subaccount – Pro shared Email Plan

To add a new Client License, go to Partner Portal > Accounts > Add Account:

Configure the Account the way you want:

  • Contact Name: The client’s name.
  • Business Name: The business’s name.
  • Business Email: The business’s email address which will be the account’s default email address.
  • Business Phone: The business’s phone number.
  • Business VBOUT Name: This will be the same as the Business Name.
  • Business Password: The business password that the default email address will use to login.
  • Business VAT Number: The Business’s VAT Number.
  • Disable Access to Billing: Choose whether to allow the business to access its billing page or not.
  • Use Default Agency Billing Profile: Future registrations to this plan will automatically use the agency billing profile to process monthly membership and add-on purchases. Note that you can always change the individual card on file for each sub-account in the future.
  • Limit Access to Settings: Account’s owner will not have access to users.
  • Time-zone: The account’s time zone.
  • Plan: Choose the plan Pro Shared Emails
  • Monthly Email Sent Limit: Specify the number of emails allocated for this sub-account per month. Please note that this number will be deducted from the agency monthly limit.
  • Commission Structure: Choose whether you want it to be “Discount to paid amount” or “Normal Commission Payout”.

Here’s how this page will look like after adding the required information:

Once you click on create, you will have to fill the billing information:

Afterward, the account will appear here:

You will be able to edit it here:

Once the client logs into their account for the first time, they will be redirected to this page:

Where they choose whether to go to the dashboard or start with one of these features.

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