This article is based on our official Onboarding Checklist. If you need help with onboarding Copy the file to your Google Drive and check what steps you have accomplished.
Onboarding
Getting started
Read the Platform Guide
Learn how our platform works, find out the main concepts we use and how to understand and benefit from our Marketing Automation software.
https://help.vtcdn.net/kbtopic/platform-guide/
Subscribe to our Newsletter
By subscribing to our newsletter you’ll be informed every 2 weeks with the best tips, advice and information for your Marketing Strategy.
https://pages.vtcdn.net/lists/213/2626/0MOEaLRBEknB/subscribe
Ecommerce Store Integration
Use one of our 1-click integrations
Available for Shopify, Magento, Opencart, Prestashop, Woocommerce, WordPress.
https://help.vtcdn.net/kbtopic/marketing-automation-integration-modules/
Create a Custom Integration
Integrate Vibetrace w/ your eCommerce to build your customer data platform and benefit from omni-channel marketing.
https://help.vtcdn.net/kb/javascript-pixel-start/
Send Ecommerce Events
Integrate these events to track purchases add to cart or other ecommerce specific events.
https://help.vtcdn.net/kb/ecommerce-events-with-javascript/
Send Standard Website Events
Integrate with any website with custom and standard events
https://help.vtcdn.net/kb/standard-site-events/
Run historical import of order data
Run a historical sync to ensure complete timeline of purchase data is captured
https://help.vtcdn.net/kb/how-to-import-old-purchases/
Set up product catalog
Sync a JSON/XML feed to Vibetrace to enrich events and use product recommendations across campaigns
https://help.vtcdn.net/kb/product-feed-syncronization/
Email Settings
Set up a Dedicated Sending Domain
Adding a dedicated sending domain is necessary to use our default ESP and it’s mandatory to improve deliverability.
https://help.vtcdn.net/kb/how-to-authenticate-domain-on-ionos/
Configure Key Settings
Ensure company contact information and email settings are configured.
Add team members to your account
Add team members and their specific roles to assist you with Campaigns, Analytics or Audits.
Import Subscribers
Migrate from Previous ESP
Migrate your existing User list for other CRMs or Email Providers to import and start using them for Marketing.
https://help.vtcdn.net/kb/import-existing-users/
Create a Main Newsletter List
This is automatically created when your account is set-up.
https://help.vtcdn.net/kb/what-are-users-lists-and-how-they-work/
Collect Subscribers
Create Signup Forms
Add popup Forms to collect more subscribers. Update existing embeded forms or simply configure our smart JS Pixel to automatically collect emails from your website.
Update default preferences / unsubscribe page
Update Newsletter List Pages to use your own branding and translate texts to your language.
https://help.vtcdn.net/kb/how-to-customize-list-pages/
Email Lists & Customer Segments
Create 3 Highly Engaged Segments – Last Open or Click last 30/60/90 Days
To begin batch campaign sending, we advise you to start with the most engaged segment (people who opened and clicked recently)
Review Guide to Warming
Learn how to get an amazing deliverability especially if you have a big list and just migrated to our default ESP.
Setup Unsubscribe Reasons survey
Find out why your subscribers unsubscribe and improve your email marketing.
Automation Workflows
Create Welcome Series Flow
Introduce your brand to new customers and nurture them for high retention. Recommended to have a multi step welcome series for your main list.
Create Abandoned Cart Flow
One of the automations with best results. Your prospects are so close to purchase and there are a ton of reasons they abandon their cart.
Create Browse Abandonment Flow
This automation will target people who browsed the products and categories but didn’t get any step further (like adding to cart or starting checkout)
Template Design
Getting Started with Email Design
Create new email templates and use them across all your campaigns using our Email Gallery design.
Create Onsite Template
Create new onsite templates and reuse them to collect them or display personalized messages to your customers.
Email Campaigns
Send Campaign to Highly Engaged – 30 Days Segment
You can mark this as complete once your first campaign has been sent to this segment (make sure to follow proper warmup procedure)
Send Campaign to Highly Engaged – 60 Days Segment
You can mark this as complete once your first campaign has been sent to this segment (make sure to follow proper warmup procedure)
Send Campaign to Highly Engaged – 90 Days Segment
You can mark this as complete once your first campaign has been sent to this segment (make sure to follow proper warmup procedure)
Send Campaign to subscribers who never purchased
Convince subscribers to have their first purchase using a coupon code or FREE shipping.
Send Campaign to customers who did not purchase recently
Win back people who might have forgot about you.
Reports & Analytics
Campaign Reporting
Understand how campaign reporting works in real time and take decisions on how to improve.
User Events (ecommerce and website)
Follow user activity on your website and see ecommerce events in real-time.
Product Catalogue Reporting
Product Catalogue reporting tells you the best products you can use directly using our embeded Product Recommendation Engine.
Advanced
Integrations
Integrate Facebook Ad Manager
Create dynamic segments to Facebook, as well as Dynamic Product campaigns and Product feeds.
https://help.vtcdn.net/kbtopic/facebook-ads/
Integration with Google Analytics
Send Events to Google Analytics and User ID to have a 360 degrees an advanced analytics reporting.
https://help.vtcdn.net/kb/google-analytics-events-integration/
Integration with various Marketing Providers
Bring your own provider is our advanced feature that allows you to bring your existing ESP or SMS gateway.
https://help.vtcdn.net/kb/how-to-send-emails-using-external-email-providers/
Advanced Data Import & Export
Import and export data in real-time or through file transfer across systems
https://help.vtcdn.net/kb/data-import-export/
/help
Automation Flows
Customer Post Purchase Review
This automation will be sent after a user confirms a purchase in order to get a review and see what you can improve. You can use it to link to other systems or use our surveys campaigns.
https://help.vtcdn.net/kbtopic/automation-workflows/
Customer Thank You
Thank your customers for their order. Sent message right after purchase.
Customer Upsell or Cross Sell
Increase Customer Lifetime Value with complimentary products to customers who have made a purchase.
Customer Winback
Reach out to known subscribers (customers or not) who did not visit your website recently.
Sunset Flow
Get a last message and maybe offer to those who are about to leave you forever.
Advanced Campaign Settings
A/B testing for content
Detect which content version drives the most clicks or sales and use it as reference.
https://help.vtcdn.net/kb/ab-testing/
Try out different ESP
Test multiple providers to see InboxRates from different solutions
https://help.vtcdn.net/kb/how-to-send-emails-using-external-email-providers/
Configure default UTM parameters
Reuse your existing UTM params strategy across all our campaigns
https://help.vtcdn.net/kb/how-to-set-utm-tracking-for-campaigns/
Advanced Segmentation
Advanced Behaviour Segmentation
Use advanced segmentation based on behaviour and catalogue information.
https://help.vtcdn.net/kb/advanced-user-segmentation/
One Purchase on the last 60 days
Drive a second purchase for people who did not purchase recently from you. (60 days)
Create segments based on acquisition source
Using referer or custom attributes to select visitors from your advertising efforts for example.
Onsite segmentation for interaction campaigns
Use customer data platform and advanced onsite settings to engage with visitors and nurture them to the next customer journey step.
https://help.vtcdn.net/kb/onsite-campaigns-segmentation/
Test out different triggers for onsite messages
Exit-intent, scroll, click, time-on-page, all are some of our default triggers to display the right message.
https://help.vtcdn.net/kb/onsite-campaigns-triggers/
Webpush notifications
Configuration and setup
Learn how to correctly ask and convince people to allow push notifications from your brand.
https://help.vtcdn.net/kb/ask-for-push-notifications-permission/
Customize Pre-asking widget
Use a different invitation message to get users to subscribe to your webpush notifications.
https://help.vtcdn.net/kb/how-to-create-a-custom-widget-popup-to-ask-for-push-permission/
Landing Pages
Create your first landing page
Drive traffic to your hosted landing page. Requires HTML knowledge.
Using our APIs
User APIs
Update, create or retrieve users from our CDP using server-to-server communication.
https://help.vtcdn.net/kb/how-to-update-an-user-through-api/
Events APIs
Send events server side, without Javascript
https://help.vtcdn.net/kb/how-to-send-events-via-api/
