MailPoet Tutorial

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Mail Poet is a plugin for WordPress that makes creating and sending email newsletters simple.

In this tutorial, you will learn how to begin creating your newsletter, how to edit your newsletter, adjust the settings and subscriber lists, and finally, how to send your newsletter to your target audience. Mail Poet also provides you with some analytics to help you track user engagement.

 

Skip to: Settings :: Lists and Subscribers :: Statistics Dashboard :: Create a Newsletter


Settings – Setting Up Your Newsletter

You only need to set-up your newsletter once or adjust the settings very rarely. After you’ve save the changes you’ve made, any future newsletters created will already have the settings, as they were saved, configured by default. Settings changed after the creation of a newsletter will not apply to previously created newsletters.

To view the Mail Poet Settings, click on MailPoet in the Dashboard Navigation Menu, then select Settings. Each tab has settings you may or may not need to adjust initially. You can learn more about the settings within each tab below. A few tabs have been skipped because they have already been pre-configured.

Basics Tab

In the Basics tab, you will find general settings that pertain to your newsletter. There are a few particular settings that will need your attention and they are listed below. However, you should look over all of the settings in each tab to make sure your settings are adjusted to fit your needs.

  • Your company’s address: edit this to add your department or unit name. This helps to avoid spam filters.
  • Email notifications: enter  your email address or a general department address to receive notifications. More than one email address can be added by separating them with a comma.
  • Sender of notifications: this will be the name in the “from” field of the email, and will also appear as the sender in an email client. Add a specific person’s name or a department name.

Forms Tab

In the Forms tab, you can create your own MailPoet subscription form, which can be added to a widget for your website. To create a form, click on Create a new form, and drag and drop any of the fields from the right side of the browser window to the form creation area. You can duplicate an existing form by hovering your mouse over the title of the form you want to copy, and the choose duplicate.

Signup Confirmation Tab

In the Signup Confirmation tab, you can edit the email content field to include any text or welcome message you would like for new subscribers. This message will appear in their email confirmation.

Advanced Tab

In the Advanced tab, the most important setting to change is the “Reply-to name & email.” By default, this is set to an individual in UF Health’s Web Services. Change the email address to one more appropriate for these notifications.


 

 Lists and Subscribers

Through MailPoet, you can create any number of subscriber lists that you need too. Subscriber lists can be manually created, imported from a CSV file, or created through a subscription form. Subscribers can be added to more than one list, as well.

Create a List

To create a list, click on MailPoet in the Dashboard Navigation Menu, then select Subscribers. Click on the Add List button to quickly create a list, then choose Import if you have a list saved as a text or CSV file. When importing a list of subscribers, you have two options: copy and paste the list in a text box, or upload a file (CSV). Once, you have added your subscribers, click on Next Step. MailPoet will ask you to assign these newly imported subscribers to a list(s). Check the box next to the list(s) these subscribers belong in and then select Import.

Lists and subscribers can be edited by clicking on the corresponding button on the Lists and Subscribers page (MailPoet > Subscribers).


 

Statistics Dashboard

The Statistics dashboard contains all of the performance data collected from all newsletters created on your site through MailPoet. On this page you can view data on which links were clicked on the most, the rate of emails that were opened, specifically which subscribers have opened their email, and more. As you create and send newsletters, you will notice popular trends amongst your subscribers.


 

Create a Newsletter

Your newsletter can be built a number of ways. Due to MailPoet’s integration into WordPress, Posts made for other content can be added to a newsletter with a few mouse clicks, or you can copy and paste content into a text field. But first, let’s create a newsletter.

Create a Newsletter

To create a newsletter, click on MailPoet in the Dashboard Navigation Menu, and select Newsletters. At the top of the screen next to the title, “All Newsletters”, click on Create a new email. At this point, you are asked what type of newsletter this is: standard or automatic. For the purposes of this tutorial, we will create a standard newsletter. Automatic newsletters are auto-generated from pre-built content on your site and send on the date and time you specify.

Give your newsletter a subject line, but be aware that this will also be the subject line of the newsletter email.

Next, choose a list of subscribers that will receive this newsletter. This can be changed later, however. Click on Next Step.

By default, you are provided with a template that follows UF Health branding guidelines.

Content Blocksadding-content

Content in MailPoet is added through the use of content blocks that can be dropped into place.

To add a Content Block, find the content block you want to use in the Content tab of the menu to the right of the newsletter, then drag and drop it onto your newsletter.

To move a content block, hover your mouse over the three circles at the top of the content block until your cursor changes from an arrow to crosshairs. Then click on the three circles and move the content block above or below another block.

To delete a content block, hover your mouse over the content block and click on the “X” button in the upper left corner.

There are 4 types of content blocks to choose from.

  • Title & Text – this is a rich text editor content block for article text and formatting, and it accommodates one image.
  • WordPress Post – choose from a list of published posts on your site to add to the newsletter.
  • Divider – creates a horizontal divider line to help break-up and distinguish articles from one another.
  • Social Bookmarks – add links to your various social media profiles.

 Images

Images can be added as content blocks themselves, or drag and dropped into a Text & Title block to accompany an article.

To add an image, click on the Image tab in the menu to the right of the newsletter. You may need to add an image to your list of images. To do this, click on Add Image, and select one of the methods given: Upload, Newsletter Images, or WordPress Posts’ Images. Once the image you want to add to your newsletter is selected, drag and drop it into a content block area of its own, or right on top of an article. A little image icon space appears to guide you. Images can be resized by clicking on the lower right corner of the image, and dragging the mouse away or toward the center of the image.

Hover over any image to see alignment and hyperlink settings.

To delete an image, hover your mouse over the image and click on the “X” button in the upper right corner.

Header Image

By default, you will see an example image in the header of the newsletter. This can be deleted and replaced with any (header) image as you see fit. However, we do have the PSD file for the header image available for download if you have Adobe Photoshop and would like to edit the text to reflect the title of your newsletter. Download the Example Newsletter Header Image (PSD).

Styles

The Styles tab in the menu to the right of the newsletter are settings that can be changed to further customize the look of the newsletter. This includes defining the defaults such as: header text color and size, background color, typeface, link colors and format.

Sending the newsletter

Below the newsletter is a “send preview” button. Send yourself a copy of the newsletter at first to see how it will appear in email and on the web. Once you are happy with the newsletter, click on Next Step. The final step is verifying that the subject line, list, sender, etc are all correct. Once you are ready to send it, click Send.