Learn about adding and managing contacts, custom form fields, and list creation.
Please follow the below steps to customize your Confirmation Email: Create your email design using the Classic Email Builder. Copy the Source code of your email. P ...
Audiences allow you to segment your lists based on specific criteria that you choose. The platform allows you to Create Audiences from your current contact lists. To do that, cli ...
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 ...
When exporting a list from your account, go to the list in question: Click on Columns and choose the fields you want from the list’s custom fields or any other fields: ...
The platform has a built-in hygiene list as well as an Unsubscribe/Preferences functionality that’s called a Suppression List. It can be used in two cases: one, if you have ...
The platform has a native GotoWebinar integration to capture the leads who register to attend your GotoWebinar meeting. To access this integration, go to the Integrations page fro ...
The platform has 17 different form elements that you can add to your custom forms. These fields will determine the final fields used on the list: 1. Text: In this field, you can ...
There are three methods to access the files uploaded in a form subscription: From the list: Go to the list and click on it: Next to each contact, you will see the file, click ...
After creating your lists on your account, you have the option to import your database of contacts, to your lists, by using the Mass Import feature under the list Options. To acc ...
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 ...
You have the ability to generate your own product feed, market your products, and receive payments through the payment form. This functionality empowers you to establish your own o ...
URL parameters are very helpful in making your personalization experience much easier. They are used in the following: 1. Personalize the landing page with the contact details2. ...
When you create a list, you can customize its fields by going to the Fields & Form: And choose which fields you’d like to add from here: If you want to remove a fie ...
Lite JS is one of the list’s embed code. It’s flexible and any change you do in the style reflects directly to the page where you’re using this code. To access t ...
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 l ...
Within the platform, you have the capability to utilize ChatGPT commands for executing a range of actions. To achieve this functionality, please follow the below steps: Step 1: C ...
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 List ...
You can design a payment form for various purposes, such as online purchases, subscriptions, or any scenario where you need to collect payments. Please follow the below steps to c ...
Tags are important for segmenting, filtering, targeting contacts, in an easier, less complicated way. In the following, we will discuss how tags work: Managing Tags: To add/remov ...
Creating Lists and fields Forms, Embed and Form settings Creating your lists is a fundamental step in getting started using your account. In this part, we will cover how to c ...
Below is a comprehensive list of engagements under your Lead Scoring feature that you can use to score your leads: Contact Data: Field value: User default or list field value. ...
By default, an email is unique to a list and can be added only once, using opt-in forms, mass upload, API or third-party integration. If you want to allow adding a contact, more th ...
The platform offers a native Zoom integration where account owners can sync with VBOUT, webinar registrants along with their attendance activities and help turn event data into m ...
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, ...
Our platform is GDPR compliant and we provide tools to help our users comply with GDPR as well. Please see the list below:1- Ability to export contact history2- One-click erase c ...
To access the analytics on your goals: Click on Contacts > Goals from the top bar when in Contacts option. The page will display a table summary of your goals type and per ...
In case, you want the contact to download a file after form submission, go to Form Settings of your list. Turn on the option Redirect after subscription? and add the URL of your ...
You can automatically add tags to contacts when they submit a form. This can help you categorize and segment contacts based on their form submissions. To enable this feature, go t ...
Conditional forms allow you to customize the display of form fields based on specific rules. With the Form Builder, you can easily create conditional forms for use in embed forms ( ...
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 ...
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 Cont ...
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 ...
If you want to keep the contact but you don’t want him/her to receive emails you can do that by changing the status of the contact to Unsubscribe.You can choose to Unsubscrib ...
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, ...
Goal setting is a great way to measure the effectiveness of your campaigns. Once you’ve identified your main Goals and KPI’s (Key Performance Indicators), you can use ...
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 Automation ...
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 ...
URL Parameters can be used to send forms data to external websites through one of these following methods: 1. Prefill form fields with custom merge tags2. Submit form fills to an ...
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 ...
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 ...
To setup a new lead score, Go to Contacts – > Lead Scoring, click on Add Score. Note: Lead scoring is an Add-On that must be installed or part of your plan. A popup ...
SHORTCODE SPLIT USING /2:If you have a Full Name field for example and want to use only the first name, you can add /2 inside the shortcode [#FULLNAME/2#] SHORTCODE FALL BACK USIN ...
You can manage all your Contacts, Lists and Audiences from one page by going to Contacts –> All Contacts. On this screen you can view and search all your contacts and fi ...
You can add contacts to your account using any of the following methods: Mass upload using a Spreadsheet (Preferably .csv or .xls) Using the Form API with the web ...
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 Cen ...
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 star ...
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 y ...
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. ...
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 con ...
You can segment your contacts based on the specific date when they joined a particular list. When setting up your audience, you will need to specify the List sign-up Date as a cri ...
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 ...
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: Create ...
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 -> Sh ...
