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VBOUT provides personalized training and onboarding to help you find success on the platform and get your marketing automation up and running. It includes seven training sessions on how to use each area of the platform as well as consultative approach on industry best practices and latest trends.

The program also helps you migrate your content from other platforms to VBOUT and import any relevant assets, such as landing pages, email templates, contact lists and more.

VBOUT onboarding comes with unlimited technical support, product tutorials, educational resources and help sections to complement your continued success.

VBOUT provides personalized training and onboarding to help you find success on the platform and get your marketing automation up and running. It includes seven training sessions on how to use each area of the platform as well as consultative approach on industry best practices and latest trends.

The program also helps you migrate your content from other platforms to VBOUT and import any relevant assets, such as landing pages, email templates, contact lists and more.

VBOUT onboarding comes with unlimited technical support, product tutorials, educational resources and help sections to complement your continued success.

Full Onboarding & Training

$3000

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Express Onboarding

$1000

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Session

1

Connecting . Setup . System Overview – 1.5 hrs

  • Verifying domain sender (Domain DNS panel required)
  • Activating whitelabel option for landing pages (Domain DNS panel required)
  • Installing tracking code on website
  • Setting up team member access and permissions
  • Configuring browser push (Optional)
  • Installing task board addon (Optional)
  • Overview of spam compliance laws and regulations

Session

2

Data Architecture . Contacts. Lead Scoring – 1.5 hrs

  • PRESENTATION: Lead scoring framework and exercise sheet
  • Understand lists, forms and field management
  • Overview of form embed options
  • Managing contacts and lead activity feed
  • Setting up lead scoring and best practices by industry
  • Creating account goals and KPI’s

Session

3

Automation . Workflows . Funnels – 1.5 hrs

  • PRESENTATION: Marketing automation funnels
  • Introductions to triggers, actions and filters
  • Workflow configurations and multi-workflow options
  • Testing and limitations
  • Automation’s tricks, best practices and common uses

Session

4

Email Marketing . Templating – 1.5 hrs

  • PRESENTATION: Email marketing best practices
  • Campaign settings: AB testing, chunk sending
  • Understand IP and reputation warmup
  • Email personalization
  • Visual template builder and available design elements
  • Email reporting

Session

5

Social Media . Posting and Listening – 1.5 hrs

  • Overview of the VBOUT post scheduler with custom posting and mass import
  • Asset management and content library
  • Using social media groups and social inbox
  • Social listening
  • Collaborating on social media moderation

Session

6

Landing Pages . Best Practices – 1.5 hrs

  • PRESENTATION: Creating landing pages that convert
  • Landing page settings and design options
  • Controlling styles, settings and personalization options
  • Form integration and content filtering
  • Analyzing performance, analytics and heatmaps

Session

7

(Optional)

Pipeline Manager . Reporting . Collaboration – 1hr

  • Analyze performance and progress
  • Discuss challenges, efficiencies
  • Task management (optional)
  • Learn dashboard reporting
  • Sharing and personalizing reports

Session

1

Connecting . Setup . System Overview – 1.5 hrs

  • Verifying domain sender on the account (Domain DNS panel required)
  • Setting up whitelabel option for landing pages (Domain DNS panel required)
  • Installing tracking code on website
  • Setting up account users and permissions
  • Setting up browser push (Optional)
  • Setting up task board (Optional)
  • Spam compliance and best practices
  • Connecting social media channels
  • Creating lists and forms
  • Importing contact lists

Session

2

Data Architecture . Lead Scoring . Email Marketing . Automations – 2 hrs

  • Contacts and lead scoring
  • Automation and content alignment
  • Email marketing and sending options with VBOUT

Session

3

Landing Pages . Social Media . Pipeline Manager . Reporting – 2 hrs

  • Landing page builder: Best practices, design options
  • Social media: Posting, moderation, listening and collaboration
  • Reporting: managing dashboards, automating reports
  • Task board manager