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MailPoet for Better MyListing & WooCommerce Email Marketing

  • Guides reflect how I’m currently using the solution for myself and my clients. 
  • If I don’t cover a specific feature, it implies I’m not using it.
  • If I don’t cover a specific setting, it implies the defaults are acceptable or the options are obvious.

MailPoet helps WordPress-powered websites send beautiful emails that reach inboxes every time and create loyal customers. It enables you to take your WooCommerce email marketing to another level, efficiently delivering hyper-relevant content to your customers at every stage of their buyer journey.

Are you already using a plugin to customize WooCommerce-based emails? MailPoet has this feature so that you can reduce your overall plugin count. 

Are you using a plugin to send transactional emails? MailPoet has this feature as well!

Free Version: While it lacks the premium features of the Pro version, there is a free version of MailPoet that is suitable for most during the first few months of running their website, if not permanently.

MailPoet Account

  1. Sign up for MailPoet.
  2. Stop at the ‘What’s Next’ screen.
  3. Go to the My Sender Domains area of your MailPoet account page.
  4. Enter your website domain.
  5. Click ‘Add a New Sender Domain.’
  6. Add the provided DNS records to wherever you manage your DNS. (Note: If you use Cloudflare to manage your DNS, as I do, you want to toggle OFF the ‘Proxy Status’ option for each of these records.)
  7. Click ‘Verify DNS Records.’

Note: If your DNS records are set up correctly, you should get a ‘Verified’ status from MailPoet. If you believe you set everything up correctly and you’re still not getting verified, it could be that your DNS is still taking time to propagate. Those using Cloudflare for DNS should get verified immediately.

  1. Install and activate the MailPoet plugin on your website.
  2. Click ‘Get Started for Free’ to start the setup wizard.
  3. Sender Information > Enter your sender information.
  4. Confirm Privacy and Data Settings > Enable All (Note: This is partly personal preference and the requirements for your website.)
  5. Connect Your MailPoet Account > Click ‘Connect MailPoet.’ (Note: This will open your MailPoet account in a new browser tab.).
  6. Log into your MailPoet account.
  7. My Subscriptions > Click ‘Copy’ to copy your MailPoet API key.
  8. Go back to the browser tab where your website’s MailPoet settings are and paste your key.
  9. Click ‘Verify Account.’
  10. Click ‘Start Using MailPoet.

At this point, Mailpoet will review your account and respond with an email saying it has been approved. Once your account is approved, your Mailpoet plugin settings will open, and you can start configuring the remaining settings.

Continue working through the setup of MailPoet while you wait for your account to be verified.

MailPoet Setup

Basics

MailPoet > Settings > Basics

  1. Subscribe in Registration Form > Enable—Optionally adjust the text that will be shown and a list to add these subscribers to. (Note: If you don’t choose a list, the default ‘WordPress User’s list’ will automatically be used, and that’s what I use.)
  2. Manage Subscriptions Page > Optionally create a custom page (if more design and customization are needed) and assign it here. (Note: I cover this within this guide.).
  3. Unsubscribe Page > Optionally create a custom page (if more design and customization are needed) and assign it here. (Note: I cover this within this guide.).
  4. Re-Engagement Page > Optionally create a custom page (if more design and customization are needed) and assign it here. (Note: I cover this within this guide.).
  5. Notifications > By default, notifications are sent to the email address you set as the WordPress Admin Email Address, so be sure to change this email if needed.
  6. Be GDPR Compliant > If you must comply with European data privacy law, read the guide Mailpoet provides and address your website as needed.
  7. Save settings.

Custom Manage Subscriptions Page

  1. Create a new page in WordPress and give it any name that makes sense.
  2. Edit the page with Elementor and add the following shortcode.

Important: I put a blank space before the first letter ‘m’ so the shortcode wouldn’t embed my form within this post. Remove the space, and you’re good to go.

[ mailpoet_manage_subscription]
  1. Optionally, you can use the following CSS to improve the look of your form. You’ll need to adjust the ‘color’ and ‘background’ values with your colors.
CSS
/****** MAILPOET ******/
/**** CONTAINER ****/
.mailpoet-manage-subscription {
    background: var(--brandblack5);
    padding: 20px;
}
/** INFO **/
.mailpoet-change-email-info {
    color: var(--accent);
}
.mailpoet-change-email-info a {
    text-decoration: underline;
}
.mailpoet_required {
    color: var(--accent);
}
/**** FORM ****/
/** FIELD LABELS **/
.mailpoet-manage-subscription label {
    padding-bottom: 10px;
}
/** FIELDS **/
form.mailpoet-manage-subscription .mailpoet_text {
    background: var(--brandblack10) !important;
}
/** YOUR LISTS **/
.mailpoet_segment_label {
    text-transform: uppercase;
}
/* BORDER */
.mailpoet_paragraph fieldset {
    border: none;
}
/* DROPDOWN FIELD */
form.mailpoet-manage-subscription .mailpoet_select {
    color: var(--accent);
    background: var(--brandblack10);
    border: none;
}
mailpoet subscription management page form css

Custom Unsubscribe and Re-Engagement Page

  1. Create a new page in WordPress and give it any name that makes sense to you
  2. Within MailPoet, configure the ‘Unsubscribe Page’ and ‘Re-Engagement Page’ to use this new, custom page.
  3. Edit the page with Elementor and add the following shortcode.

Important: I put a blank space before the first letter ‘m’ so the shortcode wouldn’t embed my form within this post. Remove the space, and you’re good to go.

[ mailpoet_page]

Sign-Up Confirmations

MailPoet > Settings > Sign-Up Confirmations

  1. Review the default text and make any changes if desired.
  2. Confirmation Page > Set this to the same page you created for the ‘Unsubscribe Page’ and ‘Re-Engagement Page.’
  3. Save settings.

WooCommerce

MailPoet > Settings > WooCommerce

  1. Use MailPoet to Customize WooCommerce Emails > Enable
  2. Click ‘Open Template Editor’.
  3. Adjust the templates (‘New Account,’ ‘Processing Order,’ ‘Completed Order,’ and ‘Customer Note’) to match your branding.
  4. Opt-in on Checkout > I recommend choosing your ‘Newsletter’ list, which I’ll cover later in this guide, so you can allow people to get on more of your lists.
  5. Save settings.

Advanced

MailPoet > Settings > Advanced

  1. Bounce Email Address > Enter an address you will be checking. It is essential to keep your lists “clean” to help prevent future bounced emails.
  2. Engagement Analytics Tracking > Full
  3. Send All Site’s Emails With > MailPoet Sending Service
  4. Stop Sending to Inactive Subscribers > After 6 Months (Note: I send mass emails around twice per month, so I chose this setting for myself. Adjust based on your sending frequency.).
  5. Load 3rd Party Libraries > Yes (Note: If you are not using Google Fonts, you can set this to ‘No’ to preserve your website’s resources.).
  6. Save settings.

MailPoet Emails

MailPoet > Emails

Send emails to the right people at the right time to reach and grow your audience, from the first hello to the loyal customer. I also recommend automatically sending email updates to inform subscribers about your latest posts every day, week, or month and bring them to your website.

The steps for setting up MailPoet’s various email types are pretty much the same, and I’ve outlined those here.

  1. Click ‘Set Up’.
  2. Choose when to send the email.
  3. Click ‘Next.’ 
  4. Select (or import) a template, adjust the design to match your branding, and include your content.
  5. Preview your template on the provided screen sizes and email yourself to see how it will look with your various email client(s).
  6. Click ‘Next’ to review the summary of your template.
  7. Optionally, adjust the Google Analytics campaign identifier.
  8. Click ‘Activate’ once you’re ready to go.
  9. If you included a coupon code (or codes) within your template, be sure the coupons have been configured on your website.

Newsletters

Send newsletters with images, buttons, dividers, social bookmarks, or basic text emails.

Welcome Emails

Automatically send an email (or series of emails) to new subscribers or WordPress users. Send a day, a week, or a month after they sign up.

Post Notifications

Email your subscribers with your latest content. You can send daily, weekly, monthly, or immediately after publication.

Published Listing Notifications

If you’re interested in letting your subscribers know when Listings are published, here are the steps.

  1. MailPoet > Emails > Post Notifications
  2. Click ‘Set Up.’
  3. Choose the desired frequency and time of day to send out the notifications.
  4. Select the desired template to start from.
  5. Design the template.
  6. Select the ‘Post Selection’ widget, which is automatically added to the template.
  7. Post Selection > Show Max > Choose the maximum number of Listings you would like to display per email.
  8. Post Selection > From the Post Type drop-down, change from ‘Posts’ to ‘Listings.’
  9. Post Selection > From the Taxonomies box (it reads “Categories & Tags” by default), leave the default to include all taxonomies or set a specific taxonomy.
  10. Post Selection > You can further configure the widget’s display options (format, alignment, images, etc.) by clicking ‘Display Options.’

Re-engagement Emails

Automatically email and win back subscribers who have recently lost interest and stopped engaging with your emails.

WooCommerce

  • Abandoned Shopping Cart: Email logged-in visitors with items in their shopping carts but leave your website without checking out. Convert up to 5% of abandoned carts.
  • First Purchase: Email customers after they make their first purchase.
  • Purchased In This Category: Email customers who buy a product for the first time in a specific category.
  • Purchased This Product: Email customers who buy a particular product for the first time.

WooCommerce Email Customizer

Customize the template used for your WooCommerce emails using MailPoet’s editor.

  • New Account
  • Processing Order
  • Completed Order
  • Customer Note

MailPoet Segments

MailPoet > Segments

Segments filter subscribers from lists according to their actions, roles, or when they meet a condition, and you can use that information to target a specific group of people with your email campaigns.

As an example, let’s set up a segment that allows me to email anyone with an active MyListing Website Care subscription. This will allow me to inform clients of updates to this service offering so they can take full advantage of everything their plan offers.

  1. Click ‘New Segment.’
  2. Details > Name > ‘MyListing Website Care.’
  3. Conditions > ‘Has Active Subscription’ + selected all MyListing Website Care plans from the ‘any of’ dropdown.