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Alexander J Gill Moving Forward
Mar 31, 2024 2 min read

Email Automation Guide

From welcome emails to re-engagement campaigns, learn how to effortlessly set up email automations in WordPress.

Setting up email automations with MailPoet can greatly enhance your ability to engage with your subscribers through timely and relevant emails. Here’s a step-by-step guide on how to set up these automations assuming you have already installed and activated the MailPoet plugin:

Step 1: Access the MailPoet Emails Section

  1. Log in to your WordPress dashboard.
  2. Navigate to the MailPoet menu on the left sidebar.
  3. Click on Emails to access the email management section.

Step 2: Create a New Automated Email

  1. In the Emails section, find and click on the “New Email” button.
  2. Choose “Automatic Email” from the options provided.

Step 3: Select the Type of Automation

MailPoet offers several automation triggers. Select the one that best fits your needs. Common options include:

  • Welcome Email: Sent when someone subscribes.
  • Latest Post Notifications: Sends out your latest posts automatically.
  • Re-engagement Emails: Targets subscribers who haven’t interacted in a while.

Step 4: Configure the Automation Trigger

  1. After selecting the type of automation, you’ll be asked to specify the trigger conditions. For example, if you’re setting up a Welcome Email, decide whether it’s for all new subscribers or those joining a specific list.
  2. Set any additional conditions if applicable, like time delays.

Step 5: Design Your Email

  1. MailPoet provides a drag-and-drop email editor to design your email.
  2. Select a template or start from scratch.
  3. Customize the content, layout, and styling to fit your brand and message.
  4. Use personalization tags for a more personalized touch.

Step 6: Review and Activate

  1. Preview your email to ensure everything looks good.
  2. Send a test email to yourself to check the final output.
  3. Define the subject line and any additional settings relevant to your campaign.
  4. Click on “Activate” to start your automation.

Additional Tips

  • Segmentation: Use MailPoet’s segmentation features to target your emails more effectively.
  • Performance Tracking: Utilize MailPoet’s analytics to track the performance of your emails. This will help you refine your strategy over time.
  • Best Practices: Follow email marketing best practices to improve open rates and engagement.

Resources

By following these steps, you should be able to set up effective email automations using MailPoet. Remember, the key to successful email marketing is continuous learning and optimization based on your audience’s preferences and behaviors.