Getting Started With MailPoet

Welcome to MailPoet! In this series of articles, we will explain to you how to set up MailPoet and send your first newsletter.

Let's start by watching this quick video:

Now, that you have watched the video, let's continue our guide by understanding the role of each one of these five main pages that compose our plugin.

1. Newsletters

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

On this page, you can:

  • Create three different types of newsletters: Standard Newsletters, Welcome Emails, and Post Notifications
  • 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
  • Filter newsletters by subscribers' lists
  • See the opened, clicked and unsubscribed statuses 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
  • Filter your subscribers by list

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. 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.

There are three ways of sending newsletters with MailPoet: 

  • Use MailPoet's sending service (currently under construction)
  • Using your own website/web host/web server
  • By using a third-party service

On this page there are 4 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
    • 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
    • Specify the FROM email header of the subscription confirmation email
    • Specify the Reply-To email header of the subscription confirmation email
    • 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 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
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