How to Send Automated Emails in WordPress


Are you trying to automate emails in WordPress?

Your small enterprise or on-line retailer depends on e-mail. However, maintaining with advertising and marketing emails, transactional emails, e-mail notifications, and fascinating with customers can change into overwhelming. Automating these emails can prevent effort and time whereas delivering you higher outcomes.

In this text, we’ll present you ways to ship automated emails in WordPress to streamline your workflow and develop your corporation.

How to Send Automated Emails in WordPress

Why Send Automated Emails in WordPress?

Whether you might have an online store, a membership site, or a small business website, you depend on e-mail to preserve it rising and operating easily.

For instance, you should use e-mail to welcome new customers and allow them to know when new content material or merchandise can be found. Email can also be helpful for advertising and marketing campaigns and updating your clients on the progress of their orders.

You may even use e-mail to notify your self when there’s a new put up ready for you to evaluate, or {that a} WordPress replace wants to be put in.

Since e-mail is used for therefore many duties in your WordPress website, it solely is smart to save effort and time by automating as many emails as potential.

With that being mentioned, let’s check out how to ship automated emails in WordPress. Here are the matters we’ll cowl in this tutorial:

Making Sure Your WordPress Email Is Being Sent Reliably

Before you begin automating your emails, it’s essential to ensure that emails out of your web site are being delivered reliably.

By default, most WordPress hosting corporations would not have the mail perform configured correctly. To stop their servers from abuse, many internet hosting corporations even flip it off utterly. In these instances, your WordPress emails will fail to attain customers.

Luckily, you possibly can repair this simply by utilizing WP Mail SMTP. This plugin permits you to ship your WordPress e-mail by a dependable SMTP platform which is configured particularly to ship emails like SendLayer, Gmail, Outlook, and so on.

The free model of WP Mail SMTP ought to be greater than ample for many web sites. For extra particulars, see our information on how to fix WordPress not sending email.

Sending Automated Drip Emails Using Constant Contact

A superb place to begin eager about e-mail automation is the best way you market your retailer or enterprise. And among the best methods to automate advertising and marketing is with a drip marketing campaign.

What Is an Automated Drip Campaign?

Automated drip campaigns are e-mail messages that mechanically information your customers alongside a selected journey. They’re nice for reinforcing person engagement in your WordPress website.

For instance, these messages can welcome new customers, promote essential content material, upsell products, goal particular geographic areas, and encourage customers to register for occasions.

To ship automated drip notifications by e-mail, we suggest utilizing Constant Contact as a result of it’s the perfect email marketing service in the marketplace. However, you should use another main e-mail advertising and marketing platform, together with SendinblueHubSpot, and others.

To begin, you possibly can go to the Constant Contact web site and create an account. The software program offers you a 60-day free trial, so you possibly can attempt it out earlier than committing to a premium plan.

Constant Contact Website

Pro Tip: If you utilize our Constant Contact coupon code, then it’s also possible to get 20% off by buying upfront.

Creating a List of Contacts

Once you join, you possibly can go to the Constant Contact dashboard to create a contact listing.

Constant Contact has already created a default listing for you. However, you possibly can create your personal listing by going to the ‘Contacts’ tab in the highest menu, after which clicking the ‘Create List’ button.

Creating a New Email List

A popup window will seem the place you possibly can enter a reputation on your listing.

After that, merely click on the ‘Save’ button.

Choose a Name for Your Email List

You can add contacts to the listing by going to the ‘Contacts’ tab after which clicking the ‘Add Contacts’ button.

Email List Created

A popup window will open with a number of choices for including new contacts.

Now you possibly can add your contacts manually, add them in a spreadsheet or CSV file, or import them from different apps.

Add Contact to Your Email List

Creating an Automated Drip Campaign

Once you’ve added your contacts, you want to create the drip marketing campaign.

To try this, head over to the ‘Campaigns’ tab after which click on the ‘Create’ button.

Create Welcome Email Campaign

Next, Constant Contact will present you a number of choices for making a marketing campaign.

Go forward and choose the ‘Email Automation’ marketing campaign.

Email Automation Campaign

From right here, you possibly can choose single-step automations or multi-step automation.

Single-step automations ship only a single e-mail, equivalent to a welcome email. Multi-step automations allow you to create a collection of emails which might be mechanically despatched to your subscribers so you possibly can allow them to find out about your services, ship particular presents, and extra.

In this tutorial, you’ll create a multi-step automation for when new subscribers be a part of your e-mail listing. Go forward and choose the ‘A contact joins a list’ possibility.

Choose an email automation

Next, you’ll have to enter a reputation on your marketing campaign.

Make positive you click on the ‘Save’ button.

Name the Automated Series

Constant Contact will then ask you to select what exercise will set off the e-mail. For instance, the drip collection is mechanically triggered when a person joins your e-mail listing, opens an e-mail, clicks a hyperlink, or buys a product.

You can use the default ‘Contact joins a list’ possibility because the set off sort. Then you possibly can select the e-mail listing you created earlier. Go forward and click on the ‘Save’ button whenever you’re finished.

Choose contact list

Creating the Emails for Your Drip Campaign

Now you want to create the emails to ship in your automated drip marketing campaign. The first one you create can be despatched mechanically when the person indicators up.

To start, merely click on the ‘Create New Email’ possibility.

Create a New Email

Constant Contact will now present totally different e-mail templates to select from.

For this tutorial, we’ll use the ‘Agent Welcome’ template.

Select Welcome Email Template

You can customise the e-mail template utilizing the drag-and-drop e-mail builder.

You can select a number of parts from the menu in your left and place them on the template.

Creating Welcome Email

You additionally want to add the e-mail’s content material by eradicating the placeholder textual content and including your personal. Once you’ve finished this, merely click on the ‘Continue’ button on the high proper of the editor and the e-mail can be added to the drip collection.

Next, you possibly can add a second e-mail by clicking the ‘+ Add to series’ button after which the ‘Create New Email’ button.

Add another email to series

You’ll want to choose a template and customise the brand new e-mail as you probably did earlier. You can set the delay earlier than the drip marketing campaign sends its subsequent e-mail.

By default, this worth is ready to 4 days. You can change this by clicking the ‘Edit’ button in entrance of the part titled ‘Wait 4 days.’

This will open the ‘Time Delay Editor’ the place you possibly can select when the subsequent e-mail in the drip marketing campaign can be delivered. You can click on the ‘Confirm’ button whenever you’re finished.

Change time delay

Now, you must see all of your emails in the marketing campaign abstract space.

Go forward and click on the ‘Activate’ button in the upper-right nook to launch your marketing campaign.

Activate your campaign

Constant Contact will then present a immediate to confirm whether or not you want to activate your marketing campaign.

Simply click on the ‘Continue’ button, and the device will test if all the things is working correctly and activate your marketing campaign.

Verify and launch your campaign

You’ve now efficiently launched your automated drip e-mail marketing campaign.

For extra detailed directions, and to learn the way to create a drip marketing campaign utilizing push notifications, see our information on how to set up automated drip notifications in WordPress.

Sending Automated Transactional Emails With FunnelKit Automations

If you’re operating a WooCommerce retailer, then your clients will obtain totally different transactional emails. These assist them get order confirmations, monitor their order standing, get invoices, and discover extra details about your on-line retailer.

You can customise and automate these emails utilizing FunnelKit Automations, a well-liked WooCommerce plugin for advertising and marketing automation. It is a sister product to FunnelKit (previously WooFunnels), a strong gross sales funnel builder for WooCommerce.

First, you want to set up and activate the FunnelKit Automations plugin. For extra particulars, please see our information on how to install a WordPress plugin.

Creating Email Automation Workflows With FunnelKit Automations

Upon activation, you want to go to Campaigns » Automations (Next-Gen) to add a brand new automation out of your FunnelKit Automations dashboard. Here you will note a library of e-mail sorts that make it easy to create new automations.

Autonami Email Library for WooCommerce

You can import an e-mail automation workflow with a single click on, then use the visible e-mail automation builder to make any customizations that you simply want.

For instance, right here’s the workflow for Abandoned Cart Reminder.

Autonami - Abandoned Cart Email Workflow for WooCommerce

Customizing WooCommerce Emails With FunnelKit Automations

FunnelKit Automations permits you to customise any WooCommerce e-mail and create new emails utilizing a drag-and-drop e-mail builder inside WordPress.

You can go to FunnelKit Automations » Templates out of your WordPress dashboard and click on the ‘Add New Email Template’ button.

Add new email template in FunnelKit Automations

Next, you possibly can enter a reputation on your e-mail template.

After that, ensure you click on the ‘Add’ button to proceed.

Enter a name for template

Now the plugin will allow you to enter a topic line and preview textual content on your e-mail.

You can customise the content material of your WooCommerce emails utilizing wealthy textual content, HTML, or the visible builder.

Launch the visual builder

The visible builder lets you choose totally different parts from the menu in your left and place them on the template utilizing drag and drop.

For occasion, the ‘Content’ tab lets you possibly can add columns, buttons, headings, menus, textual content, and extra to the e-mail template.

Add a heading block to email template

The ‘Body’ tab permits you to additional customise every component, such because the textual content shade, alignment, font, dimension, and extra.

Edit body of email

Once you’re finished, you possibly can click on the ‘Save’ button on the high.

For extra detailed directions, see our information on how to customize WooCommerce emails. Once there, ensure you scroll down to the second part titled ‘Customizing WooCommerce Emails using FunnelKit Automations.’

Automating Marketing Emails Using Uncanny Automator

Of course, you’ll additionally nonetheless want to ship advertising and marketing emails outdoors of your drip marketing campaign. These are only when they’re personalised and well timed.

For instance, you should use automated emails to showcase merchandise comparable to what your buyer has already purchased. Or you possibly can mechanically ship customers an e-mail as quickly as you publish a brand new article in your web site.

You can do that simply by utilizing Uncanny Automator. It’s the perfect WordPress automation plugin that permits you to create automated workflows for your WordPress site.

The free model simply connects with widespread e-mail advertising and marketing providers equivalent to Mailchimp, HubSpot, and others, making it straightforward to automate your e-mail.

For this tutorial, we’ll use the free model of Mailchimp as a result of it’s widespread and so they provide a free without end plan the place you possibly can ship up to 10,000 emails per 30 days to 2000 subscribers.

Getting Started With Uncanny Automator

The very first thing you want to do is set up and activate the free Uncanny Automator plugin. For extra particulars, see our step-by-step information on how to install a WordPress plugin.

Upon activation, head over to the Automator » Add New web page to create your first recipe. In this tutorial, we’ll ship an automatic e-mail to subscribers each time we publish a brand new put up.

You’ll be requested to choose which sort of recipe you need to create. You ought to select ‘Logged-in customers’ after which click on the ‘Confirm’ button.

Selecting an Uncanny Automator Recipe Type

Setting Up the Automation Trigger

Next, you want to select whether or not the automation can be triggered by Uncanny Automator or WordPress.

Since you may be sending an automatic e-mail when a brand new WordPress put up is revealed, you must click on on the ‘WordPress’ possibility.

Selecting an Uncanny Automator Trigger Integration

Now you possibly can select from a protracted listing of accessible WordPress triggers.

You want to choose the set off labeled ‘A user publishes a type of post with a taxonomy term in a taxonomy.’

You can use the search function to discover this set off extra shortly.

Selecting an Uncanny Automator WordPress Trigger

If you want, you will get particular in regards to the sorts of posts that can set off the e-mail. You can select a put up sort and a selected class or tag from the drop-down menus.

For this tutorial, we’ll go along with the default settings.

Selecting the Types of Posts That Will Trigger the Automation

Make positive you click on the ‘Save’ button when you might have completed organising the set off.

Setting Up the Automation Trigger

Next comes the motion half, the place you select what motion can be triggered. To get began, merely click on the ‘Add action’ button.

Clicking the Uncanny Automator 'Add action' Button

Now you may be proven a protracted listing of integrations which might be accessible for the motion.

You ought to click on the Mailchimp icon to join it to your web site.

Selecting an Uncanny Automator Action Integration

This will convey up a popup the place you want to comply with the on-screen directions to end the connection by logging into your Mailchimp account or creating a brand new one. Once related, it is possible for you to to select what motion you need to carry out in your Mailchimp account.

You ought to then select the choice ‘Create a send a campaign’.

Choosing the Uncanny Automator 'Create and send a campaign' Action

Now you want to sort a reputation for the marketing campaign. You may like to use tokens in order that the Mailchimp marketing campaign identify for every new put up is totally different.

For instance, you possibly can click on the ‘*’ button to the fitting of the sphere and choose the ‘Post title’ token.

After that, you should use the drop-down menus to select your viewers and phase and fill in the topic and different particulars of your e-mail.

Fill in the Fields to Set Up the Mailchimp Campaign

You can compose your e-mail in the ‘Email contents’ area. Make positive you utilize tokens in order that the content material is up to date for every e-mail marketing campaign.

For occasion, you possibly can embrace tokens for the put up title, put up creator show identify, put up excerpt, put up URL, and featured picture URL.

Once you’re completed, you possibly can change the recipe from ‘Draft’ to ‘Live.’

Switching the Uncanny Automator Recipe From Draft to Live

From now on, whenever you publish a brand new article in your web site, Mailchimp will mechanically ship an e-mail to your subscribers.

You can be taught extra about constructing an efficient mailing listing in our guides on using Mailchimp and WordPress and how to create an email newsletter the fitting manner.

You may also like to see our information on how to automatically send a coupon to users who leave reviews in WooCommerce. It’s one other good instance of the way you create automated emails utilizing Uncanny Automator to construct buyer loyalty.

Bonus: Sending Automated Notification Emails

Now that you’ve arrange automated emails on your customers, you are able to do the identical for your self and your crew.

For instance, you possibly can create automated e-mail notifications to preserve monitor of points that require your fast consideration, equivalent to when an creator submits a put up for you to evaluate.

Creating a Notification for Posts Pending Review

You may also cease the WordPress notifications you don’t want from filling up your inbox, equivalent to remark notifications.

To learn the way to customise notification emails, see our step-by-step information on how to add better custom notifications in WordPress.

We hope this tutorial helped you learn the way to ship automated emails in WordPress. You may additionally need to be taught how to get a free email domain, or take a look at our listing of the best WordPress membership plugins.

If you favored this text, then please subscribe to our YouTube Channel for WordPress video tutorials. You may also discover us on Twitter and Facebook.

The put up How to Send Automated Emails in WordPress first appeared on WPBeginner.

Source link