With the Newsletters Extension, you will be able to setup and manage automated email notifications from within WP-Client. These can be in the form of one-time "Campaigns", or in more complex scheduled "Autoresponders".


Brands

After activating Newsletters, the first thing you will want to do is setup your Brands. Brands will act essentially as "categories", allowing you to organize and manage emails within the plugin. Within each Brand, you will have the option to create new Campaigns, Autoresponders, and Lists. You can assign Clients and/or Circles directly to a Brand, and they will be automatically assigned to any new Campaigns you create inside that Brand (this assignment can be modified on an individual Campaign basis if desired.)


To create and manage Brands, simply navigate to WP-Client-->Newsletters-->Brands

See example screenshot HERE


When creating a new Brand, you will be presented with several fields:

See example screenshot HERE


Title

This is the title of the Brand. This will appear in several places, but will never be visible to the client/email recipient. Only users viewing the admin dashboard side of things will see the title of a Brand.


Create List

Checking this box will automatically create a new List with the same name as the Brand, once the Brand is created/saved. You can read more about Lists below.


Description

This is the description of the Brand. This will appear in several places, but will never be visible to the client/email recipient. Only users viewing the admin dashboard side of things will the description of a Brand.


Once you have a Brand created, you can delve into the settings and functionality inside individual Brands.


Campaigns

Campaigns are one-time emails that you would like to send either immediately, or after a simple time delay. If you are running a time-limited promotion, or have an announcement to make, you could handle this using Campaigns.


To create and manage Campaigns, simply navigate to WP-Client-->Newsletters-->Brands, select a Brand, and select the "Campaigns" tab.

See example screenshot HERE


When creating a new Campaign, you will be presented with a Visual Editor menu, along with some options:

See example screenshot HERE


Save

From this box, you can adjust the send date/time for this Campaign, send a test version of the Campaign to an email of your choice, as well as save the Campaign (in either “draft” or active sending status.) Once you select “Save & Send”, the Campaign will begin sending to the assigned subscribers (as defined in the "Assign Subscribers" box).


Templates

From here you can select from some pre-made templates to use in your Campaign. This will give you a starting point for the email layout, and you can modify/edit from there to suit your needs.


Assign Subscribers

Use the options in this box to assign Clients, Circles, and/or Lists to this Campaign. All users who are assigned to this Campaign will be sent an email once “Save & Send” is selected.


Settings

Use the settings here to determine your Campaign-specific email sending settings. By default, the sending settings that you are already using for the Newsletters Extension (or for the assigned Brand, if they are different) will be filled in. If you wish, you can select “Edit” and change these settings to something specific to this Campaign. Whatever settings are selected here will be what is used once you click “Save & Send”.


Autoresponders

Autoresponders allow you to create various emails, and relate those emails to “actions” within your installation (such as when a new client registers), and automatically trigger the email based on that action. If you want to drip-feed emails to a new customer, or send automatic welcome emails to new users based on their role, Autoresponders are what you want.


To create and manage Autoresponders, simply navigate to WP-Client-->Newsletters-->Brands, select a Brand, and select the "Autoresponders" tab.

See example screenshot HERE


When creating a new Autoresponder, you will be presented with a Visual Editor menu, along with some options:

See example screenshot HERE


Save

From this box, you can send a test version of the Autoresponder to an email of your choice, as well as save the Autoresponder (in either “draft” or active sending status.) Once you select “Save”, the Autoresponder will be active, and will begin sending whenever the corresponding Actions set below are triggered.


Templates

From this box you can select from some pre-made templates to use in your Autoresponder. This will give you a starting point for the email layout, and you can modify/edit from there to suit your needs.


Action Settings

Use these settings to set up various “triggers” that will cause the Autoresponder to send. You can set the Autoresponder to send whenever a user is added to an associated List, or when a new user of a specific role is registered. Optionally, you can tie the Autoresponder to a custom action that you have created. In all cases, you can set a time-delay for the Autoresponder, which will control how soon after the action that the Autoresponder is triggered and sent.

See example screenshot HERE. In this example, this autoresponder will be sent to any new user that is registered with the role WPC-Client, one hour after they register.


When you create an Autoresponder for a custom action, you will want to input the name of the action into "Title of Custom Action:" field. The name of the action will generally come from the development "hook" that it is related to. Please see example below:


-- "profile_update" - When using this hook, the Autoresponder will be sent to user which running this hook (so any user who updates their profile)


You can find WP-Client specific hooks inside the file "WP-Client_Dev_Hooks.pdf" that is packed inside all WP-Client ZIP files. Additionally, as in the examples above, you can use default WordPress hooks, as well as hooks from other plugins and hooks that you create yourself.


Lists

The Lists functionality allow you to add a person to your email “sphere”, without having them registered as a Client with the plugin. All you need is a person’s name and an email address, and they can easily be added to a List, and be sent Campaigns and Autoresponders. Inside each List you will find import and export options for creating and maintaining the Lists.


To create and manage Lists, simply navigate to WP-Client-->Newsletters-->Brands, select a Brand, and select the "Lists" tab.

See example screenshot HERE


When creating a new List, you will be presented with some options:

See example screenshot HERE


Title

This is the title of the List. This will appear in several places, but will never be visible to the client/email recipient. Only users viewing the admin dashboard side of things will see the title of a List.


Description

This is the description of the List. This will appear in several places, but will never be visible to the client/email recipient. Only users viewing the admin dashboard side of things will the description of a List.


Once the List is created, you can manage the subscribers for it by clicking "View" (or by clicking the name of the List itself). From there, you will be able to add new subscribers, edit exist ones, and import/export names and email addresses to and from the List. When importing, subscriber names and emails should be formatted in a simple CSV, using "Name;Email" as the header, and each entry below that formatted similarly. You can also find an example CSV file attached to this post.

See example screenshot HERE


Sending Settings

Use the settings here to determine your Brand-specific email sending settings. You can choose to use the “global” sending settings that you are already using for the Newsletters Extension, or you can select “Custom Sending settings” to add settings specific to this Brand.

See example screenshot HERE


Global Settings

In addition to the individual Brand settings, there are also several "global" settings in Newsletters that will apply to the extension.

See example screenshot HERE


Global Assign

Check this box to enable the option to assign existing Clients and/or Circles to Brands. If this box is unchecked, only Lists can be assigned.


Hourly Limit of Emails

This is the maximum number of emails that can be sent in an hour. You can enter 0 for no limit for this setting, but we do not necessarily recommend this, as most servers impose their own limitations for how many emails you are allowed to send per hour. Continuously going over this limit could cause your server to permanent stop delivering emails from your installation. We suggest leaving a margin of at least 50 emails between your server's actual hourly limit and the hourly limit you set here. WP-Client cannot track all of the emails sent by all WordPress plugins and other web applications on your server, so this leaves a buffer to account for emails being sent by other plugins in your installation. If the hourly limit here is set to close to your server's hourly limit, some emails may go undelivered permanently.


Monthly Limit of Emails

This is the maximum number of emails that can be sent in a month. You can enter 0 for no limit for this setting, but we do not necessarily recommend this, as most servers impose their own limitations for how many emails you are allowed to send per month. Continuously going over this limit could cause your server to permanent stop delivering emails from your installation. We suggest leaving a margin of at least 50 emails between your server's actual monthly limit and the monthly limit you set here. WP-Client cannot track all of the emails sent by all WordPress plugins and other web applications on your server, so this leaves a buffer to account for emails being sent by other plugins in your installation. If the monthly limit here is set to close to your server's hourly limit, some emails may go undelivered permanently.


Sender Name

This is the name that will appear in the "From" line of all of the emails that are sent to your clients from the Newsletters Extension.


Sender Email

This is the email address that your clients will see when they receive any emails that are sent from the Newsletters Extension.


Reply to Email

If a client replies to an email sent from Newsletters, their response will be sent to this email address.


Sending Method

From here you can determine what sending method you would like to use for Newsletters. You have the option to use Default WordPress settings, standard SMTP, Mandrill, or SendGrid services. SMTP will require host information, and a username and password. Mandrill will require an API Key from Mandrill. SendGrid will require a username and password from SendGrid.