MailPoet has several sections to set up and configure:
You can set up three types of emails in MailPoet:
- Welcome emails
- Post notifications
Currently, we’re not using the Newsletters type.
We send subscribers a Welcome Email immediately after they subscribe.
Figure 1: A Welcome Email example.
We send subscribers Post Notification emails on the 25th of each month to line up with our Feature preview releases. Post Notification emails include the title, excerpt, and link for each new Feature preview published on the Help site.
Figure 2: A Post Notification email example.
On the Forms screen, you can create different ways readers can subscribe to an email list.
MailPoet offers several templates for each type of forms:
- Fixed bar
- Below pages
- Widget (sidebar and footer)
A Pop-up form appears in the middle of the screen and blocks out the other content.
Figure 3: A Pop-up form example.
A Slide-in form slides in from the side of the screen and doesn’t block out any content. This is the method we currently use. Having a form appear on the screen can be annoying, so having it to the side of the content isn’t as obtrusive.
Figure 4: A Slide-in form example.
The Subscribers screen displays all of your subscribers. You can search for an individual or filter subscribers by Status or List.
Note: MailPoet allows us to have 1,000 subscribers on the free plan.
You can view subscribers by the list(s) they’ve subscribed to or by their Status.
A subscriber’s Status is based on the following categories:
You can also edit subscribers and view their stats on this page.
Figure 5: A subscriber’s stats.
Figure 6: The Subscribers screen.
On the Lists screen, you can create lists for readers to subscribe to and send different emails to each list of subscribers. The Lists screen also displays how many subscribers are in each list based on Status.
You can also create Segments to group subscribers by different criteria, such as events and actions.
You can create the following segments of subscribers:
- WordPress user roles
- Email actions (opens or clicked links)
Note: Segments are dynamic lists, so after you’ve created a segment, the segment will automatically update, meaning that if someone clicks on a link after the segment has been created, they will automatically get added to the segment.
Figure 7: The Lists screen.
On the Settings screen, you can set up a lot of the behind-the-scenes functionality:
- Sender information
- Subscription management
- Sign-up confirmation
- Sending (emailing) method
- Subscriber management
- Roles and capabilities
- Task scheduler
The Settings screen has five tabs:
The Basics tab contains the following sections:
- Default sender
- Subscribe in comments
- Subscribe in registration form
- Manage Subscription page
- Unsubscribe page
- Stats notifications
- New subscriber notifications
- Archive page shortcode
- Shortcode to display total number of subscribers
- GDPR compliant
The Default sender section is vital, because it controls where the emails are sent from and where subscriber replies are sent to.
Figure 8: The Default sender section.
The Sign-up Confirmation tab contains the following sections:
- Enable sign-up confirmation
- Email subject
- Email content
- Confirmation page
Figure 9: An example of a confirmation email in the Email content section.
Figure 10: An example of a confirmation email a subscriber receives.
The Send with… tab allows you to select the method you want to use to send emails.
You have two options for sending emails:
- MailPoet Sending Service (Recommended)
- Other (Sends emails via a third-party vendor)
The Advanced tab contains the following sections:
- Bounce email address
- Newsletter task scheduler (cron)
- Roles and capabilities
- Open and click tracking
- Send all site’s emails with…
- Stop sending to inactive subscribers
- Share anonymous data
- Load 3rd-party libraries
- Protect your forms against spam signups
- Reinstall from scratch
The Key Activation tab is for validating your MailPoet subscription.