Author Archive

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.

Please note that in case you have turned on the 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.

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 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 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 au 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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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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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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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.

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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 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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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 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 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 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 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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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 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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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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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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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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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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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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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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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 [VbForm id=XYZ].

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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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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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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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 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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How to create a Master List

You can create a Master List that includes all your contacts 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. In case you have not created the Master List yet, you can create it from here by clicking on CREATE NEW EMAIL LIST and check this for more info on creating lists.

Once the list is created, hit the refresh button and the new created list should appear in the Email lists option.

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

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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 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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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 send Sendspark Personalized Video SMS

Sending dynamic videos lets you personalize videos at scale. You can embed videos in your SMS 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 Your SMS template

Go to Automation -> Automated Messages -> Create Automated Message, choose to Create SMS/MMS Template.

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

In the Message Area,  paste the code you have copied from Sendspark “VBOUT (Video URL)” button.

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

 

 

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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 attach a file to your Email or Landing page

In some cases, you need to attach a file to a landing page or to an Email Campaign, in order to do so please follow the below guidelines.

In Email or landing page builder,  add a Button element from Design Element section or choose a block with a button from the Predesigned blocks.

Click on the button, in the setting menu on the left choose Link -> Link to, and select File Manager.

Upload your file into the File Manager, then select the file from the File manager or copy its URL in the Choose File URL section.

And finally, click on Apply Changes.

Once you are done, save your Email template or landing page.

In this case, whenever a contact clicks on the button, he will be redirected to a page to download your file.

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How to activate your VBOUT Referral Program

VBOUT’s affiliate program allows you to become a marketing technology partner and build new revenue opportunities. Since this program is long-term, you will add significant value to your audience.

To join the VBOUT affiliate program, create a referral partner type account here and activate your referral link from your referral page.

Once, you sign up to your referral account, you will be redirected to your dashboard. To access the Referral program, open the menu next to your profile and go to Referral Program.

You will prompt to activate your Referral program, click on Activate My Referral Account.

Fill in the required information, and choose your unique referral ID. This ID should be unique, you will be notified if this ID already exists.

Once done, your account will be approved for 10% commission and you will have your own ID link to share.

You will have a breakdown of all the clickthroughs that came from the link you’ve shared, the unique invites you’ve sent,  the conversion signup from those clicks, as well as the commission due for that month. The status indicates if the commission was PAID or still UNPAID.

Also, you have the option to send Invitations to specific Email addresses or over your Social Media profile. Go to Invitation, specify the email address to share this link or share over social media.

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 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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E-commerce conversion

The platform automatically tracks conversions for any campaigns and automated messages (Email, SMS, and Browser Push) sent to your contacts. This allows you to analyze the performance of your marketing channels across your account.

A conversion occurs when a recipient clicks a link to your website and then takes another action (such as placing an order) within the conversion period. The conversion period is 5 days by default, but this setting can be adjusted.

For example, if someone clicks on a link in your weekly newsletter and then makes a purchase later that day or within the conversion period, a conversion will be recorded for that email.

To activate this conversion, you need to add the tracking code to your website and turn on Activate Ecommerce Tracking in the Domain Settings. Please check this link for more information on how to add your tracking code.


You can adjust the conversion period by going to 
Settings ->Website Tracking Code and clicking on Show Domain Settings for the website you want to track conversion.

In the Domain Settings, Turn on the Active Ecommerce Tracking and specify the number of days to attribute the conversion.

Important note to take into consideration when using e-commerce conversion tracking:

  • By default, the conversion period is set to five days
  • Conversions are tracked if someone clicks on a link in an email, SMS, or Browser push.
  • Conversion will be counted for the last link clicked. For example, if the contact receives 2 emails, clicks on the link in both emails, and then places an order within the conversion period, the conversion will be counted for the last email.
  • The conversion period begins when the link is clicked. Only follow-up actions that occur within the conversion period get counted. For example, if your conversion period is 5 days, and someone places an order 6 days after clicking the link, the conversion won’t be attributed to the email.

You can check the conversion in the Campaign, Automation and Automated Message Analytics. The conversion will reflect the number of orders and the total amount collected.

In Campaign Analytics

In Automation Analytics

In Automated Email Analytics

In Automated SMS Analytics

In Browser Push Analytics

In Reporting Widgets

You can check the revenue conversion for each campaign, automation, or by channel in the Revenue by Campaign, Revenue by Automation, and Revenue by Channel widget on your dashboard.

Also, you can see the e-commerce conversion for your email campaign, in the Email Campaigns widget on your dashboard

In the Stores Sales widget, you can check the Sales and Average Order Value converted from your Campaigns.

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How to personalize your SMS message

You have the option to personalize your SMS message on the platform using Shortcode.

  • Personalizing the body text Message

First, create your SMS template by going  to Automation -> Automated Messages -> Create Automated Messages.

Choose Create SMS/MMS Template.

You can personalize your text message by adding Shortcode, for example: starting your text with: “Hello [#FIRSTNAME#]”.

  • Personalize Links inside the text message

Inside your text message, you can add your personalized links using Shortcode.

  • Personalize the media path of text message

You can personalize your media paths by using Shortcode.

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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 replace the Support Chat by your own

While customizing your agency dashboard, you have the choice to either disable the platform Support chat box or replace it by your own for all your sub-accounts.

Go to Settings -> Whitelabel, and select Branding.

First,  you need the Activate White Label to be toggled on:

Then, you can choose to disable the default support chatbox.

Once you toggle this option, you will be able to add your custom support chat script.

 

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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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