Personalization - Video Guide

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In this video, I want to talk about personalization

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Now in Vibout, we provide personalization across the board

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That is, you can personalize an email with your contact's name, an SMS message, a browser push notification, and even landing pages

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So imagine the users coming to your site filling out forms and going through your entire funnel, and they're seeing this one-to-one communication across the board

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This is really what we advocate for, and we built the tools so you can take control of how you personalize your content

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I'm going to show you how simple it is to personalize your email, not only the content, but also personalizing subject lines and personalizing headers

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I'm also going to show you how you can break down the name or the short code to have fallbacks, capitalize properly, and just really make it presentable

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Now the way that you can do the personalization, right now I'm inside the email builder, but let's say I'm going to add a name of someone on top

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Let's go ahead and click on design elements

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I'm going to drop a simple heading right here

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I'm going to center it, and let's just say I'm going to have the name displayed in there

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Now, I can change this content

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I'm going to highlight it

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From the short code, which is right there on top, I'm going to see all my email lists and note that list, and then call them

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This is really a reference to all the data that I've created

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It comes back to when I spoke about creating the proper data architecture

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The more data, the better you can personalize

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For example, if I've added, if I've collected first names, employee, account, company name, I literally have all that data at my disposal, and I can choose whatever I want to be included inside the email

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Approaching your data from the base, collecting as much as you can, and saving them in the database will allow you to do this

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Let's say I want to include someone's name

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I will go ahead and do that

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And I'm just going to assume that my database is not clean, and people have lowercase first names

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So we have something called proper

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This is where we're going to take any name in any format, and we're going to capitalize it

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So if I have my name like this, this option right here is going to turn it into the proper format, which is capitalizing the R

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Okay? Another thing worth noting, maybe I have an empty fields for some records

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I couldn't collect the names for these people

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So what I can do is have a fallback by adding this particular option

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Star, and I can do friend, there, partner, whatever you guys want to choose

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So if this was empty, this will be a default

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Or let's assume I have one full name as a field, not a first name

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Sending an email saying hello Richard Fala or hello full name doesn't make a lot of sense

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So I'm just going to split it by two by doing divide by two

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Now it's really important to maintain the structure of the hashtag that little opening bracket and closing hashtag closing bracket, that pipe character, the star

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I don't expect you to memorize this

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This is why we made it available from the help section on the top right here

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If I click it and I type in cheat sheet, we created something for that

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We have the entire library right there

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Please again, make the format follow exactly how we have it

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At least the opening brackets, the closing brackets, and the stars for the defaults

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But of course, whatever you have in terms of the idea of that merge tag needs to be intact

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So right now I can go back and maybe add from the target list, I'm targeting my master list, maybe the company and say hello

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I wanted to check how company name is doing

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And I can capitalize by doing the same thing, proper

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All right, I'm keeping things very simple, very lean, I'm personalizing everything here

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Maybe the formatting needs some work, but the idea here is to show you how you can take control of your content

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Another item for personalization is the footer, which is right here

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You're going to see our footers include an unsubscribe underscore URL

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And I can also have an option for preferences

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For instance, I can say if you prefer not to receive emails, you may unsubscribe or update your preferences

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And the way I can get access to my preferences is by clicking on the shortcode option

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And right from here, there's something called email campaign specific

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I really love this where I can say preferences URL

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And now you're going to see it right in here

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Let me see if I can zoom in a little bit

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You have it right there

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Don't touch this or change this

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VBOT will take care of making this into its own unique ID for the person who receives it

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So if they click on it, they will see what data you have on them

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They will see what list they could opt in and opt out from, or they could simply unsubscribe from all the email lists

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Okay

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We also have inside our library

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So let me reset this

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An option to include a coupon code

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Now I do have another video on that, but coupon codes, whatever I insert them, let's say insert them here

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And I end up sending 5000 emails

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The system is going to generate 5000 unique coupons that could be clicked on and redeemed

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So if you're a brick and mortar store and people are walking in saying, hey, I have this offer from you, you can literally click on that little button and from an interface redeem it directly on your end

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Okay

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I have a cool automation that speaks a little bit in details how this works

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I highly recommend you check it out, but coupon codes are built in feature within VBOT

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And you have a lot more here under email campaign specific

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For instance, the unsubscribe URL, which is already on the bottom, we have a date stamp that stamps at the moment this gets sent and the format that you like it

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I would like to do another thing here to show you how you can personalize the subject line

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Let's go back to setup

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And by the way, you can see me, I can control the flow from the bottom navigation or from the top

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We let you personalize subject lines and pre headers

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We see this as a very powerful tool to grab attention because people subconsciously, they follow their name when there's a huge letter, right? To see if this is relevant to them

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So if you do these techniques, it always, always helps

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So I'm going to expand this

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I'm going to refer back to first name

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Again, you can apply the same exact thing proper and have a slash two

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I know it's a first name, but please bear with me and then have a fullback

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This offer is yours

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And bam, add an emoji

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All right, same thing can be done in the pre header

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And imagine, you know, when people get their email, you can include maybe swap in, put an emoji in the pre header, and the name in the subject line

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It looks a lot better when you do that versus having like everything look exactly the same and my ever scrolling inbox

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So this is how you can personalize your email content subject line and pre headers inside the ballot

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