Getting Started With MailPoet

Welcome to MailPoet! After installing our plugin, you're ready to go. But where do you start?

In this article, we will explain the role of each one of our plugin's pages and options, so you know everything you can do using our plugin.

1. Emails

This is the most important page of the plugin, as it contains all your newsletters.

On this page, you can:

  • Create four different types of newsletters: Newsletters, Welcome Emails, Latest Post Notifications, and WooCommerce emails.
  • Look at an overview of all your existing newsletters
  • Filter your newsletters by status (Draft, Scheduled, Sending, Paused, Sent, Trashed)
  • Preview, Edit, Duplicate or Delete each individual newsletter
  • Search within existing newsletters
  • See the overall opened/clicked rates for each newsletter
  • Reorder the newsletters by the last modified date
  • Pause/Resume active newsletters
  • Apply bulk actions

2. Forms

On this page, you can manage your MailPoet subscription forms. These forms allow your visitors to join your mailing list/lists

On this page you can:

  • Create new subscription forms
  • Check what lists are assigned to each particular form
  • See how many signups each form receives
  • Organize the list of forms by creation date
  • Edit the name and fields for each existing form
  • Duplicate an existing form
  • Delete a form or series of forms

3. Subscribers

Your subscribers are important. After all, they read your emails! 

On this page you can:

  • Manually add a subscriber
  • Import existing subscribers through a copy and paste action, from a CSV file or from your MailChimp account
  • Export a CSV file with detailed information
  • Filter your subscribers by their subscription status
  • Search for subscribers
  • Move/Add to a subscriber to a particular list
  • Remove a subscriber from a particular list
  • Remove a subscriber from all lists
  • Resend the confirmation email
  • Delete the subscriber
  • Edit a subscriber's information

4. Lists

Your subscribers are grouped inside lists. These help you segment and target specific audiences with your newsletters.

If you run an eCommerce store or a "membership" type of website, you can also send newsletters directly to your  WordPress Users.

On this page you can:

  • Create new lists
  • Edit the name and description an existing list
  • Check the number of subscribers per list which are subscribed, unconfirmed and unsubscribed
  • Order lists by their creation date
  • Duplicate an existing list
  • Delete a list
  • Force a resynchronization of the WordPress Users list

5. Segments

You can create dynamic Segments to filter your subscribers per newsletter, so you can send a specific email to them:

  • send emails to segments based on actions: opened, clicked or not on a specific link, or didn't open a newsletter;
  • send emails to specific WordPress user roles: Administrator, Author, Contributor, Editor, or any custom role.

If you're a Premium user, you can also create Segments for your WooCommerce Users:

  • send emails to customers who have purchased a specific product;
  • send emails to customers who have purchased on a specific category.

6. Settings

The settings page is the last page on the sidebar menu, but the first one you should look at when experiencing issues with MailPoet. Why? Because it's the source of many common problems.

The first thing you should do on the Settings page is to set up how you send your newsletters. This is called your "sending method" and you can configure it on the Send With tab.

Here you can: 

  • Activate MailPoet's Sending Service if you have an activation key for a free or paid sending plan;
  • Activate Other sending service and send using your own website/web host/web server or a third-party service

On this page there are 5 tabs:

  • Basics tab
    • Set the default sender name and email address
    • Allow visitors to subscribe through WordPress comments
    • Allow visitors to subscribe through the WordPress registration form
    • Select a page and lists for the subscribers to manage their subscriptions
    • Select a page for the unsubscribe page
    • Enable/Disable stats notifications emails to receive your newsletter’s stats 24 hours after it has been sent
    • Enable/Disable new subscribers notifications emails to receive notifications when someone subscribes
    • Select lists to display and grab the shortcode of the archive page
    • Grab the shortcode to display the total number of subscribers
  • Signup Confirmation tab
    • Enable/Disable signup confirmation
    • Customize the subject of the confirmation email
    • Customize the content of the confirmation email
    • Select a page for the confirmation page
  • Send With tab
    • Select the sending method MailPoet will use
    • Enter API key (for specific sending methods)
    • Test the sending method
    • Define the sending frequency of emails
    • Select a pre-defined sending frequency for your host
    • Input the SMTP connection details to a sending method
  • Advanced tab
    • Specify a bounce email address
    • Select which method will be used to run the newsletter task scheduler
    • Enable/Disable the open and click tracking on newsletter links
    • Enable/Disable the sharing of anonymous data with MailPoet
    • Reinstall MailPoet from scratch
    • Enable/Disable logging for diagnostics of plugin behaviour
  • Key Activation tab
    • Enter your activation key for your free or paid subscription and validate it
    • Download the Premium plugin if you have a Premium
    • Enable/Disable the open and click tracking on newsletter links
    • Check if your key is valid

7. Help

On this page there are 4 tabs:

  • Knowleged Base tab
    • Access all the support articles to help you get your questions answered
  • System Status tab
    • Check if the task scheduler connection is successful or not
    • Click on the task scheduler link in case it's not and check what is the error message
    • Check if your key is valid
    • See more information about your cron, sending queue and tasks related to sending your emails
  • System Information tab
    • See information about your website that is useful when investigating an issue
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