How to Run Your Entire Email Campaign from Your WordPress Dashboard with MailPoet

Posted on September 5, 2020 by in WordPress | 5 comments

How to Run Your Entire Email Campaign from Your WordPress Dashboard with MailPoet

There are a lot of email marketing services you can choose from as a WordPress user. Although many are fantastic, they also force you to leave the WordPress admin space. To design and send emails, you have to log into another platform and learn how to use it. That’s not the case with MailPoet.

Using the MailPoet plugin, you can design and schedule marketing emails right from within your dashboard. In this article, we’ll introduce you to the plugin, talk about its features, and show you how it works.

Let’s get to it!

An Introduction to MailPoet

The MailPoet plugin.

MailPoet is an email and newsletter plugin, but that definition hardly does it justice. It enables you to create email list signup forms, design campaigns, schedule messages, and more.

In a nutshell, MailPoet can accomplish most (if not all) of the same tasks as other email marketing services (such as Mailchimp and AWeber). What sets it apart, though, is that you interact with MailPoet mostly from within your WordPress dashboard (it is a plugin, after all!). The plugin includes support for WooCommerce transactional emails out of the box and you can also use it to send abandoned cart and follow up messages.

With MailPoet, you get access to an intuitive email builder that works with the Block Editor. The plugin also comes with a library of templates you can use to kickstart your next email campaign. As far as deliverability goes, MailPoet enables you to use its own service or connect the plugin with other SMTP providers (such as SendGrid).

Those features are available for free, but you can also access MailPoet’s Premium plan at no cost if you have less than 1,000 subscribers. With the premium plan, you can remove the plugin’s logo from your email footer and check who’s opening and clicking on your emails.

Key Features:

  • Set up email subscription forms on your website.
  • Use an intuitive builder to design email newsletters, welcome series, and more.
  • Get access to email templates for your campaigns.
  • Send email notifications when new posts go up on your site.
  • Send transactional emails for WooCommerce.
  • Configure the plugin to work with multiple SMTP providers.
  • Monitor key email engagement metrics.

Price: Free with premium plans available | More Information

How to Run Your Entire Email Campaign from Your WordPress Dashboard With MailPoet (In 4 Steps)

‘Running’ an email campaign involves setting up an email list, designing at least one message, and sending it. In this section, we’ll cover all those steps and a few more, including how to configure the MailPoet plugin. Let’s take it from the top!

Step 1: Configure the MailPoet Plugin

Once you install and activate MailPoet, if you try to access the MailPoet tab, the plugin’s configuration wizard will pop up. Let’s go ahead and use it, since it’s the simplest way to get the plugin ‘ready’.

The first thing you need to decide is which email address will show up on messages coming from your site. By default, the plugin will use your admin name and email address:

Configuring the default sender email for MailPoet campaigns.

Next up, MailPoet will ask if you want to contribute anonymous data to the plugin’s development. The decision is up to you and it won’t affect any of the plugin’s features:

Opting to submit anonymous data to MailPoet.

Finally, you get to decide whether you want to take advantage of using MailPoet’s premium features for free. As we mentioned before, the plugin enables you to use its Premium plan at no cost if you have less than 1,000 email subscribers. To take advantage of the offer, you’ll need to sign up for a free MailPoet account, which the plugin will automatically prompt you to do:

Creating a MailPoet account.

You don’t need to use MailPoet Premium, although this article will run through that signup process goes in case you decide to go for it. After you confirm your email address, MailPoet will ask for your website’s URL (notice it’s using Typeform):

Entering your website's URL.

The service will ask you some questions about how many marketing emails you send, and when that’s done, you’ll get access to your free account. Within your MailPoet dashboard, you’ll see a key for the plan you’re using. Copy this key and return to WordPress:

A MailPoet account key.

Go to MailPoet > Settings > Key Activation and paste your key in the field within, then click on Verify:

Activating your MailPoet key.

It should take a few seconds to validate your key and that’s it – now you have access to the full set of premium MailPoet features. Let’s get to know the rest of the plugin now.

Step 2: Set Up an Email List

When you activate MailPoet, the plugin automatically sets up two email lists for you. One is for your all existing WordPress users and the other is a brand new list you can use for your campaigns:

Your MailPoet email lists.

You can go ahead and use that new list without needing to do anything else. If you ever want to set up another list, you can do so by going into MailPoet > Lists > New List. All you have to do is enter a name and description, and you’re good to go:

Adding a new list to MailPoet.

Keep in mind that you can also set up new email segments from the Lists tab by clicking on New Segment. All your existing segments will show up under the Lists > Segments tab:

Creating a new MailPoet segment.

With your brand new list ready, you can get to work on your first email campaign.

Step 3: Create a New Email Campaign

For your first campaign, we recommend you go with a welcome email, but you’re free to experiment as you wish. To create an email, go to MailPoet > Emails and select the template you want to use:

Creating your first MailPoet email.

Now MailPoet will ask you to configure when to send your email. Since we’re talking about a welcome message, we’ll select the When someone subscribes to the list option and our new email list. You can also configure a delay for any emails you create:

Configuring your email settings.

For a welcome email, you can set an immediate delivery window or delay by an hour or two. Once those settings are ready, you can choose if you want to use one of MailPoet’s templates for your welcome email:

MailPoet's template collection.

Whether you use a template or not, you still get access to MailPoet’s intuitive drag-and-drop builder. On your left, you have a preview of the email you’re designing while on the right, you can see all the elements at your disposal, including modules and column options:

MailPoet's email builder.

If you’ve ever used the Block Editor or a page builder plugin before,  you should be able to pick up MailPoet’s editor in minutes. Here’s where the plugin’s most notable downside comes into play, though.

Although the editor itself is incredibly easy to use, the selection of design elements at your disposal is a bit lackluster. Likewise, most elements don’t offer all that many customization options.

Overall, MailPoet may not offer the most advanced email builder in the market, but it’s more than up to the task for designing simple campaigns and transactional emails.

At this point, you should spend some time tinkering with the MailPoet builder to see if it’s to your liking. When you’re done, click on the Save button under the editor then hit Next.

Now you get to choose a subject line for your email and review the rest of its settings:

Reviewing your email settings.

Notice there’s an option to connect your Google Analytics account with MailPoet. You can read about that integration here but for now, save your campaign and let’s set up an email signup form for your list.

Step 4: Set Up an Email Signup Form

When you set up an email list using MailPoet, the plugin automatically creates a signup form for it. To display that signup form on your page, you can either add it to the page you want manually or use a widget:

Adding a MailPoet widget.

For the ‘manual’ approach, open the Block Editor and choose where you want to place your email signup form. Select the MailPoet Subscription Form block option and which list to use:

Adding a MailPoet block using Gutenberg.

That’s it! Keep in mind that MailPoet email subscription forms look a bit bare by default. You can customize yours using CSS, though:

Customizing your MailPoet form.

MailPoet also works with forms you create using other plugins, such as Bloom. This helps you design gorgeous forms that connect to your MailPoet mailing lists. In any case, once your email signup form is up, you’re in business. You can go ahead and design as many emails as you want and send them to your list at will.

Conclusion

MailPoet is both a plugin and an email marketing service. Using the plugin, you can design and send emails to your subscribers without leaving your dashboard. As for the emails themselves, MailPoet takes care of delivery for you, so you don’t need to worry about setting up a different SMTP service.

Getting started with using MailPoet is pretty simple and it only takes four steps:

  1. Configure the MailPoet plugin.
  2. Set up an email list.
  3. Create a new email campaign.
  4. Set up an email signup form.

Do you have any questions about how to use MailPoet with WordPress? Let’s talk about them in the comments section below!

Article thumbnail image by vasabii / shutterstock.com

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5 Comments

  1. I’m curious about 3 things:

    1. What is the cost for the premium service if you’re over 1,000 subscribers?
    2. What kind of deliverability or bounce rate does the service provide?
    3. How long has the MailPoet plugin been in operation? Will updates cause issues?

    • Hi Ruth

      Mailpoet was on Appsumo a few month ago, i bought it, it is good and here is my full review about and how it compares with other options:

      3 Newsletter Plugins for WP

      In my opinion there are 3 serious newsletter plugins for WP.
      And i have and used then all.
      I am not consider standalones like SendFox or Sendy.

      – Newsletter Plugin. Most active installs in WP. Very hard to use, not intuitive, strange workflow and bad UI/UX

      – Mailster. Best Selling on Codecanyon. This is the best Newsletter Plugin for WP in my opinion. The best functionalities and you can do almost everything if you creative to go around some minor limitations.
      You may need a little better than average technical knowledge to set it up the right way to do all things you need for marketing
      Sometimes we get some issues/bugs that get resolved in time. But still the best in my opinion

      – Mailpoet

      Mailpoet might be the best choice for 80% of all people
      It is simple and very, very easy to setup and use
      It is so good to find a theme, plugin or software that you do some minor set up and just work without issues
      And i think that has the most integrations of all: Forms, Membership, Woocommerce, etc
      Advice, use Mailpoet to send Woocommerce emails so you can easly customize the design

      About the “issues” with accounts being pause due to spam sending, don´t use their sending server

      It is the best option for everybody

      For Mailpoet, you make the deal more profitable for Mailpoet because of the non use of their servers
      If Mailpoet sees it as it was profitable, might comeback or share experience with other great developers and that great developers with great software that we might already use, come to AS

      It is better for YOU not use their sending servers, because you will get better delivery with companies that their main service/focus is email deliverability
      Email is a serious and hard thing to deliver even for good senders
      If you have some tech knowledge with Imap, SMTP and a little Javascript, instead choose companies like:

      (Ordered by best delivery in my opinion with my experience)

      1) Amazon AWS SES
      2) Sendgrid with a private IP ( Got issues with shared IP´s being black listed )
      3) Elastic Email with a private IP ( Got issues with shared IP´s being black listed )
      4) Postmark (You have to be smart and good sender to use then or they will kick you out)
      5) Mailgun

      Some got free tiers and the best one (Amazon AWS SES) is very, very cheap

      And just like David Swift from Profitable Tools says, it is better to not rely on Life Time Deals of services like email sending service, email marketing or hosting because they have high recurring costs for service that they got paid only once.

      Conclusion

      Buy it for a blog, a affiliate site or a small to medium online store

      I got no links, just my honest opinion to help Sumolings and keep AS a good and profitable place for Great Developers, like Mailpoet.

      Final words

      Be smart with your sending reputation
      Setup Postmaster accounts with Google and MS Outlook / Hotmail
      Check the reputation of your sending IP with SenderScore
      And test your emails with – mail-tester.com – the best and it it is free for 3 tests a day

    • Hi, Ruth – thanks for your comment. To answer your questions:

      1. You can see Mailpoet’s pricing information here: https://account.mailpoet.com/
      2. Mailpoet doesn’t promise specific deliverability or bounce rates, since these can vary from user to user based on various factors. However, it does have some information on its sending service infrastructure available (https://www.mailpoet.com/email-deliverability/) as well as a blog post that details some data from past years (https://www.mailpoet.com/blog/how-the-mailpoet-sending-service-helps-you-avoid-the-spam-box/).
      3. According to its WordPress.org page, the Mailpoet plugin has been out since 2011. There is always the chance that plugin conflicts may occur, but I would say it’s unlikely that Mailpoet will cause issues with WordPress core. I can’t speak for the other plugins or themes you may have installed. Mailpoet has documentation on what to do if such a problem does arise: https://kb.mailpoet.com/article/204-how-to-test-for-plugins-conflict

  2. I’ve not used MailPoet till now. I have been using ActiveCampaign for my email campaigns. MailPoet is interesting, I’m going to give it a try as well.
    Thanks for the complete guide.

    • You’re welcome, Simon! Good luck with your trial run.

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