Kom godt i gang

Welcome to SiteSkyline Email Campaign Manager. This guide walks you through everything you need to launch your first automated email campaign in just a few minutes. Whether you want to welcome new customers, follow up on purchases, or re-engage inactive subscribers, your entire email automation system lives directly inside your WordPress admin.

Før du begynder

Make sure you have the following ready:

• A self-hosted WordPress site — the plugin is designed to run on your own WordPress installation.
• A working email setup — your site must be able to send emails reliably. We recommend using an SMTP plugin or a transactional email service to keep your campaigns out of spam folders.
• Optional (but powerful) plugins:
  • WooCommerce — unlocks order-based triggers, dynamic coupon generation, and customer purchase history targeting.
  • Contact Form 7, WPForms, or Ninja Forms — allows you to trigger campaigns when a specific form is submitted.

Installation

1. Download the plugin zip file from your SiteSkyline account.
2. Gå til i din WordPress-administrator Plugins → Tilføj nyt og klik Upload plugin.
3. Select the zip file and click Installer nu.
4. Once installed, click Aktiver.

After activation, a new menu item called Email Manager appears in your WordPress admin sidebar. This is your campaign command center.

Førstegangsopsætning

Let's configure your sender identity before you create your first campaign.

1. Gå til Email Manager → Settings.
2. From Name — Enter the name your recipients will see (e.g., "The Coffee Shop Team").
3. From Email — Enter the email address your campaigns will be sent from (e.g., "[email protected]").
4. Enable Unsubscribe — Make sure this is toggled on. This automatically places a one-click unsubscribe link in the footer of every campaign email.
5. Klik på Gem indstillinger.

Tip: You can also adjust the Queue Batch Size here if you need to control how many emails are sent per cron run. The default of 50 is a safe starting point.

Your pre-built campaign templates are seeded automatically the moment you activate the plugin. Head to Email Manager → Dashboard to see them.

Feature Guide

Everything you can do with SiteSkyline Email Campaign Manager, explained step by step.

Dashboard Overview

Hvad det gør

The Dashboard gives you a high-level view of your email campaign performance and quick access to pre-built campaign templates. You can see key statistics like total emails sent, open rates, and active campaigns, while also browsing and managing templates directly from this page.

Sådan bruges det

1. Gå til Email Manager and select the Dashboard fanen.
2. At the top, review the summary cards showing:
   • Emails sent count
   • Open rate
   • Click rate
   • Active campaigns count
   • Queue pending count
3. Scroll down to explore pre-built campaign templates. They are organized into groups based on your goals (e.g., Welcome & Onboarding, Purchase & Post-Purchase, Engagement & Retention, Lifecycle & VIP).
4. To view or edit a template, click its card.
5. To quickly start or pause a campaign without opening the full editor, use the toggle switch on the card.
6. To create a brand new campaign from scratch, click the New Campaign knap.

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Tips og bedste praksis

• Monitor key metrics first: Check your open and click rates to quickly gauge overall engagement.
• Leverage pre-built templates: Save time by starting with templates tailored to specific goals like onboarding or retention.
• Use the toggle for quick changes: Pause or activate campaigns directly from the Dashboard without entering the campaign builder.
• Keep an eye on the queue: The queue pending count helps you stay aware of emails waiting to be sent and manage your sending schedule.

Campaign Builder Wizard

Hvad det gør

The Campaign Builder Wizard walks you through three simple steps to create a new email campaign. You start by choosing a source and a specific trigger event, then define exactly which customers or users should receive the campaign using targeting conditions, and finally build the email sequence. From the Email Manager, click the New Campaign button or edit an existing campaign to launch the wizard.

Sådan bruges det

1. In the Email Manager, click New Campaign (or open an existing campaign to edit it).
2. Step 1 – Choose Source & Trigger
   • Select the integration source: WordPress Core, WooCommerce, WPForms, Kontaktformular 7eller Ninja Forms.
   • Pick the specific event that starts the campaign (e.g., Order Completed, User Registration, or a form submission).
   • If you chose a form plugin, enter or select the form ID.
3. Step 2 – Define Targeting Conditions
   • Add conditions to narrow your audience. The available conditions depend on your source selection:
     • WooCommerce: product filters, category/tag/brand rules, order value ranges, customer lifetime metrics, and more.
     • WordPress: filter by user role.
     • Form plugins: match form field values (equals, contains, not empty).
   • Set the match logic to ALL (must meet every condition) or ANY (meet at least one condition).
4. Step 3 – Build the Email Sequence
   • Compose the email series that will be sent when the campaign is triggered. (This step uses the Email Sequence Builder.)
5. Review your selections and click Save Campaign.

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Tips og bedste praksis

• Start broad, then refine. Begin with a wide audience (e.g., all orders) and add conditions only as needed to avoid missing potential recipients.
• Use ALL vs. ANY wisely. ALL conditions create a very specific segment; ANY conditions cast a wider net. For example, if you want to target orders that contain both a product og a category, use ALL.
• Test with customer lifetime metrics. Conditions like Last Purchase Age Range or Total Spent can help you re-engage lapsed customers or reward high-value ones.
• Leverage form field matching. When a campaign is triggered by a form submission, use field rules to send personalized follows-ups based on the answers your customer gave.

Pre-built Campaign Templates

Hvad det gør

Pre-built Campaign Templates provides 15 ready-to-use email campaign templates that are organized by common marketing goals. With a single click, you can instantly create a new campaign based on a template, saving you time and providing a proven starting point. The templates are automatically added to your account when the plugin is activated.

Sådan bruges det

1. Gå til Email Manager og klik på Dashboard fanen.

2. Rul til Pre-Built Campaigns section to see the available template cards. They are grouped by goal, such as Welcome & Onboarding, Purchase & Post-Purchase, og Engagement & Retention.

3. Klik på Create from Template button on the template you want to use. A new campaign is created instantly based on that template and opens in the campaign editor.

4. Customize the generated campaign to match your brand and specific needs—edit the content, adjust triggers, or change the subject line.

5. Save the campaign as a draft or publish it when you are ready to send.

Indstillinger og indstillinger

This feature does not have any configurable settings. All templates are pre-built and can be used immediately.

Tips og bedste praksis

• Choose a template based on your goal – Templates are organized by marketing objective (e.g., onboarding, retention, re-engagement), so select one that aligns with what you want to achieve.
• Customize freely – Treat the template as a starting point. Personalize the content, images, and calls-to-action to reflect your brand’s voice and audience.
• Test different templates – Try using different templates for different segments of your audience to see which performs best for each stage of the customer journey.
• Combine with other features – After creating a campaign from a template, use the campaign builder wizard or campaign management tools to fine-tune scheduling and automation.

Email Sequence Builder with Conditional Branching

Hvad det gør

The Email Sequence Builder lets you design multi‑step automated email campaigns that adapt to how each recipient interacts with your messages. By setting conditional follow‑ups based on whether an email was opened or not, you can create personalized, behavior‑driven email journeys.

Sådan bruges det

1. In the Campaign Editor, go to Step 3 of the wizard to open the Email Sequence Builder panel.
2. The root email appears as the first step. Click Add Follow‑up Email to add a new step connected to the root or to any existing step.
3. For each follow‑up email, choose a Follow‑up Condition: send if the previous email was opened, was not openedeller after a delay (regardless of open status).
4. Indstil Send Timing — choose Immediately to send without delay, or After Delay and then enter a Delay Amount og Delay Unit (minutes, hours, days, weeks).
5. Continue adding follow‑up emails to build a branching flow. The visual tree shows each step with connector arrows and condition labels. You can drag or configure sequence tree nodes as needed.
6. To remove a step, select it and click Slet.
7. When you’re finished, save the campaign. The sequence is stored as part of the campaign settings.

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Tips og bedste praksis

• Brug was opened condition to send a different message to engaged recipients and the not opened condition to re‑engage those who missed the first email. This keeps your messaging relevant.
• Keep delays short enough to maintain context. Long delays (e.g., several weeks) can make the follow‑up feel disconnected from the original email.
• Avoid creating too many branches in a single sequence. A simple, clean tree is easier to manage and less likely to confuse both you and your subscribers.
• Test your sequence with a small segment first, and always preview the timing and conditions to confirm emails will be sent as expected.

Email Editor with Visual, HTML & Live Preview

Hvad det gør

This editor lets you create email content for your campaigns using a visual WYSIWYG editor, raw HTML source, or a live preview that shows exactly how the email will look. You can switch between desktop and mobile previews, and insert dynamic merge tags into your subject line and body.

Sådan bruges det

1. Open the Campaign Editor and navigate to the Sequence Builder.
2. Click an email step to open the Email Step modal.
3. Type your Subject Line in the field at the top. Click any Merge Tags (shown below the field) to insert dynamic data.
4. Compose the email body using one of the three editor tabs:
   • Visual Editor: Use the formatting toolbar (bold, italic, underline, headings, lists, alignment, links) to create your content.
   • HTML Source: Switch to this tab to edit the raw HTML code directly.
   • Live Preview: Switch to this tab to see a rendered view of your email. Toggle between Desktop og Mobil viewports to check the layout.
5. The preview automatically updates as you edit in any mode, showing the From, To, og Subject headers.
6. When satisfied, close the modal to save your email step.

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Tips og bedste praksis

• Brug Live Preview tab with the mobile viewport to ensure your email looks good on phones and tablets.
• Insert merge tags into your subject line to personalize emails (e.g., {{customer.first_name}}) — this can improve open rates.
• When editing raw HTML, switch to the Visual Editor afterward to check that your code renders as expected.
• Changes you make in any editor tab sync in real time, so you can freely toggle between modes without losing your work.

Dynamic Coupon Generation per Recipient

Hvad det gør

This feature lets you automatically generate a unique, single-use WooCommerce coupon code for each recipient of an email step in your campaign. It ensures every customer receives a personalized discount that can be used only once, and you can control the discount type, amount, and expiration period.

Sådan bruges det

1. Åbn Campaign Editor and select the email step where you want to include a unique coupon.
2. In the email step modal, check the Include unique dynamic coupon code in this email box.
3. When the coupon configuration fields appear, choose a Discount Type (Percentage or Fixed Amount) and enter a Discount Amount.
4. Indstil Expiry (Days) to define how many days the coupon remains valid.
5. In your email content, use the {{coupon.code}} og {{coupon.amount}} merge tags to display the generated code and discount value.
6. When the campaign runs, a real WooCommerce coupon is created per recipient per email step and automatically available for use.

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Tips og bedste praksis

• Always include the {{coupon.code}} merge tag so recipients can see and redeem their unique code in the email.
• Use a short expiry (e.g., 7–14 days) to create urgency and encourage quick conversions.
• Since each coupon is single-use and unique per recipient, you don’t need to manage shared codes or worry about code guessing.
• Test the coupon generation by sending a preview email to yourself first to verify the merge tags work as expected.

Campaign List & Management

Hvad det gør

The Campaign List & Management page provides a central view of all your email campaigns. You can search and filter the list to find specific campaigns, perform bulk actions like deleting or exporting, and manage each campaign individually with options to edit, duplicate, or change its status.

Sådan bruges det

1. Gå til Email Manager og åbn Campaigns fanen.
2. Use the search bar to find campaigns by title, or use the filters to show campaigns by status (All, Active, Draft, Paused, Completed) or trigger type.
3. Browse the campaign table to see details such as title, chain steps, trigger, status, and performance stats.
4. Select one or more campaigns by checking the box next to each campaign, or use the select‑all box at the top.
5. Choose a bulk action from the toolbar:
   • Delete Permanently
   • Move to Trash
   • Aktiver
   • Pause
   • Export JSON
6. For an individual campaign, use the action links available on its row:
   • Edit – open the campaign builder.
   • Activate / Pause (context‑dependent) – change the campaign’s running state.
   • Duplicate – create a copy as a starting point.
   • Export JSON – download the campaign’s configuration.
   • Trash – send the campaign to the trash.

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Tips og bedste praksis

• Use the status and trigger filters to quickly narrow down your list, especially when you have many campaigns.
• Export a campaign as JSON before making major changes — this gives you a backup you can restore later.
• Bulk‑activate or bulk‑pause campaigns to manage multiple email flows at once, saving time over editing each one individually.
• Duplicate a campaign to reuse its structure and settings for a similar campaign, then adjust the few items that differ.

Campaign Import & Export

Hvad det gør

Export single or multiple campaigns as JSON files for backup or migration, and import campaigns from JSON files using a simple drag‑and‑drop interface. When importing, you can choose whether to preserve the campaign’s original status or apply a default Draft status.

Sådan bruges det

Export a Campaign

1. Gå til Email Manager og åbn Campaigns fanen.
2. To export a single campaign, click the Export JSON link next to that campaign. A JSON file containing all its settings (trigger, conditions, sequence, coupon configuration) will download.
3. To export all campaigns at once, click the Export All JSON button at the top of the page.

Import Campaigns

1. On the Campaigns tab, click the Import JSON button to open the import modal.
2. Drag and drop a .json file onto the dropzone, or click Select JSON File to browse for the file.
3. Once the file is parsed, a preview shows the campaign names that will be imported.
4. Choose your import status setting (see Indstillinger og indstillinger below).
5. Klik på Import Campaign to create the campaigns with all their original settings.

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Tips og bedste praksis

• Always export your campaigns periodically as a safety backup, especially before making major changes.
• When importing campaigns from another site, use Set status to Draft to review and adjust settings before making them live.
• Check that the JSON file you are importing was exported by this feature. Manually editing the file may cause import errors if the structure is changed.
• Brug Export All JSON option to quickly clone your entire campaign setup to a test or staging environment.

General Settings

Hvad det gør

The General Settings page lets you configure the sender name and email for campaign emails, adjust how many emails are processed at once, and manage unsubscribe options. It also includes a section for defining custom triggers and provides a button to re-install pre-built campaigns.

Sådan bruges det

1. Gå til Email Manager → Settings.
2. Fill in the From Name og From Email fields.
3. Indstil Queue Batch Size to control how many emails are sent per cron run.
4. Toggle Enable Unsubscribe to show or hide an unsubscribe link in campaign emails, and edit the Unsubscribe Message that appears after a customer unsubscribes.
5. Toggle Enable Account Preferences to show or hide the Email Preferences page in the WooCommerce My Account area.
6. Rul til Custom Triggers section. Click Add Trigger to define a new trigger by entering a:
   • Custom Trigger Key (unique identifier)
   • Custom Trigger Label (human-readable name)
   • Custom Trigger Hook Name (WordPress/WooCommerce hook)
   • Custom Trigger Data Type (None, Order ID, or User ID)
7. To remove a trigger, click the Remove knappen ved siden af.
8. Klik på Gem indstillinger to save the main settings, and Save Custom Triggers to save any trigger changes.
9. If needed, click Re-fetch Pre-built Campaigns to re-install the seed campaigns.

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Tips og bedste praksis

• Use a recognizable sender name and email so customers immediately trust your campaign messages.
• Adjust the Queue Batch Size based on your server’s capacity — lower values reduce load, higher values send emails faster.
• Write a clear Unsubscribe Message to maintain a positive customer experience even when someone opts out.
• Label custom triggers descriptively so they are easy to identify in trigger dropdowns, and ensure the hook name matches an existing WordPress or WooCommerce hook.

Email Queue Viewer

Hvad det gør

The Email Queue Viewer lets you monitor all outgoing emails in three categories: Scheduled (pending delivery), Failed (exceeded retry attempts), and Sent. A built-in search box helps you quickly find emails by recipient address, and paginated results make it easy to browse large volumes.

Sådan bruges det

1. Gå til Email Manager og åbn Email Queue fanen.
2. Select one of the three sub-tabs to view emails by status:
   • Scheduled – shows emails waiting to be sent.
   • Mislykkedes – shows emails that could not be delivered.
   • Sent – shows emails that have been successfully sent.
3. Each table displays the recipient email, campaign name, subject, scheduled/sent time, and status or number of attempts. For sent emails, you can also see the opened time.
4. To narrow down the list, enter a recipient’s email address in the search box and press Enter.
5. Use the pagination controls at the bottom of the table to move between pages of results.

Indstillinger og indstillinger

Denne funktion har ingen konfigurerbare indstillinger.

Tips og bedste praksis

• Check the Failed tab regularly to identify delivery issues and retry or contact recipients as needed.
• Use the search box to quickly find a specific email without scrolling through long lists.
• Review Sent email open times to gauge campaign engagement after messages are delivered.
• Leverage pagination for large queues – results are limited per page to keep the interface responsive.

Analytics Dashboard

Hvad det gør

The Analytics Dashboard gives you a clear overview of your email performance. You can check open and click rates, view a 14-day activity chart, see a breakdown for each campaign, and find your most clicked links.

Sådan bruges det

1. Gå til Email Manager and click on the Analytics fanen.
2. The default Oversigt tab shows your aggregate stats (sent, opened, clicked, and rates) along with a bar chart of daily activity for the past 14 days.
3. Klik på Campaigns tab to see a table of every campaign with its status, number of sent/opened/clicked emails, and calculated percentages.
4. Klik på Links tab to view a list of the most-clicked URLs across all campaigns, along with the campaign they belong to and the click count.

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This feature does not have any configurable settings. All data is displayed automatically from your email tracking records.

Tips og bedste praksis

• Use the Campaigns tab first to spot which campaigns have the highest open and click rates. Focus on what works well in those campaigns.
• Check the daily activity chart in the Overview to see trends over time. A sudden drop might indicate a delivery issue.
• Review the Links tab to understand which content resonates most with your audience. Consider highlighting similar links in future emails.
• Compare metrics across campaigns to identify patterns in subject lines, send times, or audience segments that lead to better performance.

Suppression List

Hvad det gør

The Suppression List displays all email addresses that have unsubscribed from your communications. You can review the list, search for specific addresses, and re-subscribe someone if needed. The suppression list is checked automatically before any campaign email is sent to prevent unwanted messages.

Sådan bruges det

1. Gå til Email Manager og klik på Suppression List fanen.
2. A paginated table shows all unsubscribed email addresses and the date they unsubscribed.
3. Brug Søg box to filter the list by a specific email address.
4. Find the email address you want to re-subscribe.
5. Klik på Re-subscribe next to that address.
6. Confirm the re-subscription when prompted. The email address will be removed from the suppression list.

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Der er ingen konfigurerbare indstillinger for denne funktion.

Tips og bedste praksis

• Review the suppression list regularly to ensure your subscriber data is accurate and up to date.
• Use the search box to quickly find specific email addresses when managing individual requests.
• Only re-subscribe an email address when you have explicit permission from the recipient to resume sending.
• Because the suppression list is checked before every campaign, keeping it clean helps avoid accidentally emailing someone who has opted out.

Unsubscribe & Email Preferences

Hvad det gør

This feature lets you unsubscribe from email campaigns with a single click. You will see a confirmation page after unsubscribing, and if WooCommerce is active and account preferences are enabled, you can manage your subscription directly from your My Account page.

Sådan bruges det

1. Open any campaign email you receive.
2. Scroll to the email footer and click the Unsubscribe link.
3. You will be taken to a confirmation page informing you that you have been unsubscribed.
4. (Optional) If WooCommerce is active and Account Preferences are enabled:
   • Log into your account on the site.
   • Naviger til My Account → Email Preferences.
   • View your current subscription status.
   • Klik på Resubscribe eller Unsubscribe to change your email preferences.

Indstillinger og indstillinger

This feature does not require any configuration from you. All controls are handled through the unsubscribe link in emails or the Email Preferences page in your account.

Tips og bedste praksis

• Resubscribe easily: If you change your mind after unsubscribing, you can quickly resubscribe from the Email Preferences page in My Account (requires WooCommerce).
• Always available: The unsubscribe link is included in the footer of every campaign email, so you never have to search for it.
• Instant effect: Unsubscribing takes effect immediately, removing you from future email campaigns.
• Check your preferences regularly: Visit your My Account Email Preferences page to review and update your subscription status at any time, without waiting for an email.

WooCommerce Integration

Hvad det gør

This integration lets you trigger campaigns from WooCommerce order events, such as when an order is completed or refunded. You can target customers based on the products, brands, or categories they purchased, and allow them to manage their email preferences directly from their My Account page.

Sådan bruges det

1. Make sure WooCommerce is installed and active on your site.
2. Go to the Campaign Builder and create a new campaign.
3. Under the trigger step, select a WooCommerce order trigger (choose from statuses like Completed, Processing, Pending, On Hold, Refunded, Cancelled, or Failed) or the Customer Signup trigger.
4. In the campaign editor, set conditions to target specific products, categories, tags, brands, product types, SKUs, order total, signup age, purchase age, total spent, order count, or average order value.
5. Complete the rest of the campaign settings as usual and save.
6. Navigate to Settings → Account Preferences and toggle Enable Account Preferences to show the Email Preferences page in WooCommerce My Account.
7. Customers can now visit their My Account area and use the Email Preferences section to manage their subscription preferences.

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Tips og bedste praksis

• Choose your order status trigger carefully: use Completed for order follow‑ups, Refunded for feedback requests, or Mislykkedes for abandoned cart recovery.
• Combine product, category, or brand targeting with order value conditions to send highly relevant, personalized messages.
• Turn on Enable Account Preferences so customers can opt in or out of campaigns directly from their account.
• Leverage the built-in Brand taxonomy to segment your campaigns by the brand of the purchased product.

Form Plugin Integrations

Hvad det gør

This feature lets you trigger email campaigns from submissions made via Contact Form 7, WPForms, or Ninja Forms. You can also add optional field-value conditions so that only specific submissions start a campaign, giving you more control over when and for whom the campaign runs.

Sådan bruges det

1. Make sure one of the supported form plugins (Contact Form 7, WPForms, or Ninja Forms) is active on your website.
2. Go to the Campaign Builder and open Step 1 (Source & Trigger).
3. Under “Form Plugin”, select the form plugin you are using (CF7, WPForms, or Ninja Forms).
4. From the dropdown, choose the specific form that will trigger the campaign.
5. If you want to narrow down which submissions start the campaign, add field-value conditions:
   • For each condition, pick the form field name.
   • Choose an operator: equals, containseller not empty.
   • Enter the expected value that the submitted data must match.
6. Complete the rest of your campaign settings as usual.
7. When a visitor submits the selected form and all conditions (if any) are met, the campaign will be automatically triggered.

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Tips og bedste praksis

• Use field-value conditions to target specific form submissions (e.g., only trigger when a user selects a particular option or enters a certain value).
• If you don’t add any conditions, every submission of the chosen form will trigger the campaign.
• After the form is submitted, submitted field values become available as {{form.field_name}} merge tags, which you can use to personalize your emails.
• Make sure your form includes an email address field, as it’s needed to send the campaign email.

WordPress User Registration Trigger

Hvad det gør

This feature lets you launch automated email campaigns whenever a new user registers on your WordPress site. You can target the campaign to specific user roles, so the right message reaches the right audience. It's ideal for welcome sequences, onboarding emails, or role-based content delivery — triggered instantly on signup.

Sådan bruges det

1. Åbn Campaign Builder and go to Step 1.
2. Vælge WordPress Core as the integration source.
3. Vælge New User Registration / Signup as the trigger event.
4. (Optional) Indstil a Target User Role to filter which registrations fire the campaign (e.g., only Subscribers or Customers).
5. Build your email sequence. Use available merge tags (customer name, email, role, site) to personalize your messages.

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Tips og bedste praksis

• Target by role – Send different welcome emails to subscribers and customers without creating separate campaigns for each role.
• Build sequences – Because this trigger works with the email sequence builder, you can design multi-step onboarding flows that engage users over several days.
• Personalize with merge tags – Include the customer name, email, role, and site name to make every message feel one-to-one.
• Test before launching – Create a test user with the target role to confirm the trigger fires and the email sequence delivers as expected.

Custom Trigger Definitions

Hvad det gør

Turn any WordPress or WooCommerce action hook into a campaign trigger. You define a unique key, a descriptive label, the exact hook name, and the type of data the hook provides. Once saved, the trigger appears in the campaign builder alongside built-in triggers, and when the hook fires, the system automatically extracts the relevant order or user data to match active campaigns.

Sådan bruges det

1. Gå til Email Manager → Settings og rul til Custom Triggers afsnit.
2. Klik på Tilføje button to insert a new custom trigger row.
3. Fill in the following fields for each trigger:
   • Trigger Key – A unique identifier for the trigger.
   • Label – A human‑readable name that will appear in trigger dropdowns.
   • Hook Name – The exact name of the WordPress/WooCommerce hook you want to listen on.
   • Data Type – Choose the type of data the hook provides: Ingen (manual trigger), Order IDeller User ID.
4. To remove a trigger, click the Remove button on its row.
5. When you are finished, click Save Custom Triggers.
6. The new triggers will now appear in the campaign builder’s trigger selection dropdown.

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Tips og bedste praksis

• Use a clear, consistent naming convention for Trigger Key og Label so you can quickly identify triggers in the campaign builder.
• Double‑check the spelling of the Hook Name—even a small typo will prevent the trigger from working.
• Only use this feature if you are comfortable with WordPress or WooCommerce hooks and know what data they pass (if any).
• After saving, test your custom trigger by performing the action that fires the hook and verifying that the expected campaign runs.

Merge Tag System

Hvad det gør

Merge tags are smart placeholders you can insert into your email subject lines and body content. When the email is sent, each tag is automatically replaced with the recipient’s actual data—like their name, order details, or a personalized coupon. This lets you send dynamic, tailored messages without having to write each one individually.

Sådan bruges det

1. Åbn Campaign Editor and click to edit an email step.
2. In the email subject or content field, position your cursor where you want the personalized information to appear.
3. Look for the merge tag button or icon in the editor toolbar (often labeled with {} or “Insert merge tag”). Click it.
4. From the list that appears, choose the tag you need—for example, {{customer.name}} for the recipient’s name or {{order.total}} for the order total.
5. The tag will be inserted into your text. Repeat steps 2–4 to add as many tags as you like.
6. When you’re finished, save the email. All tags will be replaced with real data at the moment the email is sent.

Indstillinger og indstillinger

This feature doesn’t have any configurable settings. Merge tags are used directly in your email content and are replaced automatically based on the data associated with each recipient and event.

Tips og bedste praksis

• Double-check tag spelling – A typo in a merge tag (like {{cstomer.name}}) will result in the placeholder being sent as-is instead of the intended value. Always use the provided list to insert tags.
• Preview before sending – Use the email preview feature to see how the tags will look with sample data. This helps you catch missing tags or incorrect formatting.
• Use tags naturally in sentences – Write your copy as you would normally, then insert tags where they fit. For example: “Hi {{customer.name}}, your order {{order.id}} shipped today!”
• Combine tags with conditional content (if supported) – For a more advanced approach, some tools allow you to show or hide blocks of text based on a tag’s value, making your emails even more relevant.

Drag & Drop Email Builder (Pro)

Hvad det gør

Design beautiful emails visually using the Unlayer drag-and-drop editor. Build professional email templates by arranging pre-designed content blocks—no coding required.

Sådan bruges det

1. Ensure a Pro license is active (the builder appears automatically in the campaign email editor).
2. I den Campaign Editor, select the Load Template tab. You can also go to the Email Manager og åbn Email Templates fanen.
3. Klik på Create New Template to open the fullscreen Unlayer builder.
4. Drag content blocks (text, image, button, divider, etc.) from the sidebar into the canvas.
5. Click any block to edit its text, image, or styling inline.
6. Insert dynamic merge tags to personalize your email (e.g., first name, account details).
7. Assign a template category for easy organization.
8. Klik på Spare to store your template.
9. To use the template in a campaign, return to the Load Template tab, search or filter by category, and select it to load into your email step.

Indstillinger og indstillinger

This feature does not contain any configurable settings. All customization is performed visually inside the builder.

Tips og bedste praksis

• Start with a pre-designed professional template to speed up your workflow.
• Use merge tags to personalize content for each recipient—this boosts engagement.
• Keep your branding consistent by reusing the same colors, fonts, and layout styles.
• Organize templates with clear category names so you can quickly find and reuse them later.

Email Templates Library (Pro)

Hvad det gør

This feature gives you access to a library of over 30 professional, pre-built email templates. The templates are organized by category, so you can quickly find the one you need using search and filter options. You can preview any template, load it into the builder to customize, save your own designs for reuse, or delete custom ones.

Sådan bruges det

1. Gå til Email Manager og åbn Email Templates fanen.
2. Browse the template grid to see available designs.
3. Type a name in the search bar to find a specific template.
4. Click a category pill (Onboarding, Marketing, Engagement, Transactional, E-Commerce, Events) to filter the list.
5. Click any template to preview it and load it into the Unlayer builder.
6. Customize the template using the builder tools.
7. To create a brand new template, click Create New to start with a blank canvas in the builder.
8. After designing, use the Spare option to store the current design as a template.
9. To remove a template you saved, use the Slet action.
10. When you need images, upload them through the WordPress media library directly from the builder.

Indstillinger og indstillinger

Tips og bedste praksis

• Use the search and category filters to quickly narrow down templates, especially when you’re working on a specific campaign type.
• Save any customized template you plan to reuse — it keeps your work consistent and saves time.
• Because templates are stored in WordPress, you can manage them entirely from the Email Templates tab without external files.
• Upload images through the media library before you start designing so they’re ready to insert into your template.

Broadcast / Newsletter Mode (Pro)

Hvad det gør

Send a one-time email broadcast to all customers or to targeted segments. You can reach specific groups based on user role, products they’ve purchased, minimum amount spent, or how long they’ve been inactive (30, 60, or 90 days).

Sådan bruges det

1. Åbn Campaign Builder and create a new campaign.
2. Vælge Broadcast as the integration source.
3. Configure the recipient targeting criteria (see Indstillinger og indstillinger below).
4. Preview the estimated number of recipients that will receive the broadcast.
5. Save and set the campaign to Aktiv to send the one-time email to all matching recipients.

Indstillinger og indstillinger

Tips og bedste praksis

• Target carefully – Using specific criteria (e.g., product purchasers or inactivity) can improve open rates and reduce unsubscribes.
• Preview before sending – Always check the estimated recipient count to confirm your targeting is set correctly.
• Re-engage inactive customers – Use the inactivity options to craft a re-engagement message for customers who haven’t interacted recently.
• Combine with pre-built campaigns – If you have pre-built broadcast templates, start from one to save time while customizing your send.

AI Campaign Builder (Pro)

Hvad det gør

Generate complete email campaigns, subject lines, and copy using Google Gemini AI. This Pro-only feature helps you quickly create email campaigns directly within the Email Manager by describing your campaign goal in plain language.

Sådan bruges det

1. Naviger til Email Manager og åbn AI Campaign Builder fanen.
2. Indtast din Gemini API nøgle and choose a Gemini model in the settings area.
3. Klik på Test Connection to verify your API key is working.
4. In the prompt field, describe your campaign goal (e.g., “a welcome sequence for new customers”).
5. Klik på Generate button to let the AI create campaign steps, subject lines, and email content.
6. Review the generated output. You can modify or refine any part of the content.
7. When you’re satisfied, click Create Campaign to turn the AI output into a real campaign with one click.

Indstillinger og indstillinger

Tips og bedste praksis

• Keep your API key valid – Make sure your Gemini API key is active and has sufficient quota to avoid interruptions during generation.
• Be specific in your prompt – The more detail you provide about your campaign goal, the more relevant and useful the AI output will be.
• Review and refine – Always check the generated content for tone and accuracy. You can edit any part before creating the campaign.
• Test the connection first – Use the Test Connection button after entering your API key to confirm everything is set up correctly before generating.

Pre-built Broadcast Campaigns (Pro)

Hvad det gør

When you activate a valid Pro license, ten pre-built multi-step broadcast campaigns are automatically added to your account. These campaigns include multiple follow-up steps with branching based on opens, clicks, and delays, giving you a head start in creating effective broadcast sequences.

Sådan bruges det

1. Ensure your Pro license is active and valid.
2. Go to the Dashboard or the Campaigns list and look for the "Broadcast & Newsletters" section.
3. The ten pre-built campaigns will appear there, ready to use just like any regular campaign.
4. Click on a campaign to review its steps, customize the content, or adjust the follow-up triggers.
5. Activate the campaign when you are ready to send it to your audience.

Indstillinger og indstillinger

This feature does not include any configurable settings. The pre-built campaigns are automatically seeded and available for you to customize and use.

Tips og bedste praksis

• Use the pre-built campaigns as a foundation. Each campaign includes multiple follow-ups with intelligent branching, so you can focus on customizing the messaging rather than building the sequence from scratch.
• Review the follow-up logic to ensure it matches your specific goals. You can adjust the conditions for opens, clicks, and delays to better fit your audience behavior.
• Test each campaign with a small segment before sending to your full list. This helps you see how the automation performs and refine your content.
• If your Pro license becomes invalid, these campaigns will be automatically removed. Keep your license active to retain access.