Configuration

This page describes what Flipbot’s various settings do, and how to configure them.

You can find the settings under Account Settings > Integration > Connected Services > Apps tab (account-level settings) or Hubs > Integrations > Apps tab (Hub-level settings). In either place, hover your mouse over Flipbot and click on the Edit (pencil) button to open Flipbot’s settings.

There are three types of settings:

Required Settings: These settings must be configured for Flipbot to work.
Optional Settings: These settings control non-essential functionality, and only need to be configured if you want to use the corresponding features.
Extra Feature Settings: These settings control optional add-on features that aren’t part of Flipbot’s core functionality, but which are available when you install Flipbot.

Required Settings

You must configure the following required settings:

MAP Integration Type

Use this field to specify the Marketing Automation Platform you’re using. You can enter any of the following values:

marketo
hubspot
eloqua
pardot

CTA ID

Use this field to enter the CTA ID for the dedicated Flipbot Form CTA that you created.

Slack Team ID

Enter your Slack Team ID into this field to receive Slack notifications from Flipbot. Slack notifications will be sent as direct messages to Sales Stream owners.

To get your Team ID, log in to your Slack workspace in a browser and click on any channel, then look at the URL: the second-to-last part of the URL is your Team ID.

If the Email Notification setting is turned on, this setting is optional. Leave this field blank if you do not want to use Slack notifications (i.e. email notifications only).

Email Notification

Toggle this switch on (green) to receive email notifications from Flipbot. Email notifications will be sent to the email address set in the Sales Stream owner’s Uberflip user account profile.

If the Slack Team ID setting has been configured, this setting is optional. Leave this setting turned off if you do not want to use email notifications (i.e. Slack notifications only).

Note: You can also have Flipbot send both types of notifications by simply configuring both settings.

Optional Settings

You can also configure the following optional settings:

CTA Gate

Use this setting to turn on the CTA gating option, which will display the designated Form CTA as an overlay when an unknown prospect views the Stream. The following values are accepted:

soft
hard

Choose soft if you want prospects to be able to dismiss the CTA without completing it. Choose hard if you want to force prospects to complete the CTA before they can view the Stream.

Leave this field blank if you do not want to gate Sales Streams.

Note: The CTA Gate feature is not supported on mobile devices, so no CTA will be shown there even if the option is enabled.

CTA Gate > Delay (in seconds)

If the CTA Gate feature is turned on, use this setting to specify an (optional) delay before the CTA appears as an overlay after the Stream loads.

Leave this field blank if you want the CTA to appear immediately (no delay).

CTA Gate > Dismiss Label

If the CTA Gate feature is turned on, and is set to the soft option, you can optionally use this setting to customize the link prospects can click to dismiss the CTA.

Leave this field blank to use the default dismiss label (“No Thanks”).

Ignore IP Addresses

Use this setting to specify any IP addresses that you want Flipbot to ignore: if any listed IP visits a Sales Stream, Flipbot will not send a notification. This is useful for your own internal IP addresses, for example.

Enter complete IP addresses in single quotes, e.g. 198.51.100.1
Separate multiple IP addresses with a comma, e.g. 198.51.100.1, 198.51.100.24
Wildcard characters and CIDR notation are not supported.

Leave this field blank if you do not want Flipbot to ignore any IP addresses.

Extra Feature Settings

Flipbot has a range of optional extra features. These are:

Use these settings to enable and configure the extra features:

Toggle this switch on (green) if you want to use the Magic Logo feature, which generates a personalized header for Sales Streams that do not use the Banner+Logo template. For more details and examples, see this page.

If the Magic Logo feature is turned on, use this setting to specify the background color for the header, e.g. your primary brand color.

To use, type in the desired color’s Hex value (preceded by a #, e.g. #0000FF).
If not set, the background color will default to #CE0058 (rubine red).

If the Magic Logo feature is turned on, use this setting to optionally specify a background image to be displayed in the header.

To use, enter the complete URL where the desired background image is hosted, e.g. https://www.mysite.com/background.jpg.
If not set, a random skyline image will be displayed.

Calendly CTA > Stream Level

Toggle this switch to on (green) if you want to generate a Calendly CTA at the Stream level. For more details and examples, see this page.

When enabled, places a Calendly CTA amongst normal Item tiles in the Sales Stream.
Uses the Stream owner’s Calendly link from their Uberflip account profile — if none exists, the Calendly CTA will not be generated.
Can be used at the same time as the Calendly CTA > Item Level feature.

Calendly CTA > Stream Level > Position

If the Calendly CTA > Stream Level feature is turned on, use this setting to specify the position of the CTA tile within the Stream’s tile grid.

To use, enter a number (positive integer) to represent the desired position of the CTA tile. Tile positions begin at 1 and increment from left to right, and from top to bottom.
If not set, or if the number chosen is greater than the number of Tiles in the Stream, the CTA will be placed at the end of the Stream.

Calendly CTA > Item Level

Toggle this switch to on (green) if you want to generate a Calendly CTA at the Item level. For more details and examples, see this page [link to Calendly CTA page].

When enabled, places a Calendly CTA beside content when viewing an Item.
Uses the Stream owner’s Calendly link from their Uberflip account profile — if none exists, the Calendly CTA will not be generated.
Can be used at the same time as the Calendly CTA > Stream Level feature.

Calendly CTA > Background Color

If the Calendly CTA feature is turned on, use this setting to specify the background color for the CTA, i.e. your primary brand color.

To use, type in the desired color’s Hex value (preceded by a #, e.g. #0000FF).
If not set, the background color will default to #CE0058 (rubine red).
Applies to both the Stream Level and Item Level variations of the Calendly CTA feature.

Calendly CTA > Tagline

If the Calendly CTA feature is turned on, use this setting to specify the tagline to be displayed on the CTA, e.g. “Schedule a Call Directly in My Calendar”.

To use, type in the desired tagline.
If not set, the tagline will default to “Schedule a Call Directly in My Calendar”.
Applies to both the Stream Level and Item Level variations of the Calendly CTA feature.

Calendly CTA > Button Label

If the Calendly CTA feature is turned on, use this setting to specify the label to be displayed on the CTA’s link button, e.g. “Book Meeting”.

To use, type in the desired button label.
If not set, the button label will default to “Book Meeting”.
Applies to both the Stream Level and Item Level variations of the Calendly CTA feature.

Vidyard GoVideo

Toggle this switch to on (green) if you want to enable the Vidyard GoVideo feature. For more details and examples, see this page.

When enabled, automatically displays a Vidyard GoVideo in an overlay when a prospect first visits the Sales Stream.
Specify the desired GoVideo by adding its URL at the end of the Stream’s description field.
If this feature is turned on but no GoVideo URL is specified, the overlay will not appear.

Vidyard GoVideo > Custom Subdomain

If the Vidyard GoVideo feature is turned on and your GoVideo URLs begin with a custom subdomain (e.g. mycompany.vidyard.com rather than the default share.vidyard.com), use this setting to specify the subdomain.

To use, type in only the subdomain, e.g. mycompany not mycompany.vidyard.com.
If the Vidyard GoVideo feature is turned on and you use a custom subdomain but have not specified it here, the overlay will not appear.

Vidyard GoVideo > Button Label

If the Vidyard GoVideo feature is turned on, use this setting to specify the label to be displayed on the button that relaunches the GoVideo after it has been shown once, e.g. “Watch Again”.

To use, type in the desired button label.
If not set, no button label will be displayed (only a play button will be shown).

Blacklist: Block Competitor Domains

Use this setting to specify any web domains you want to block from accessing Sales Streams (e.g. competitor domains): if a visitor arrives on a Sales Stream with a specified domain (as reported by Bombora data), they will not be able to access the Stream, and will be shown a (customizable) message.

To use, type in the domain(s) to be blocked, separated by a comma e.g. mycompetitor.com,myothercompetitor.com
If not set, no domains will be blocked.

Blacklist: Denial Message

If the Blacklist: Block Competitor Domains feature is configured, use this setting to specify the message to be displayed when a visitor is denied access to a Sales Stream.

To use, type in the desired message.
If not set, “Access Denied.” will be displayed by default.

Debug Mode

Toggle this switch to on (green) to enable debug mode.

When enabled, Flipbot will output more detailed information in the browser console for troubleshooting purposes.