How to set up MailPoet on a Client’s WordPress Website

Here are the steps as best as I can remember. Please contribute to this to make it right!

  1. Have client get an ElasticEmail account at elasticemail.com — they want the 20,000 emails for $20 plan
  2. Have developer install the Mailpoet plugin and integrate it with Elastic Email, and put optin boxes in each place on the site that they’re needed-with free reports if they have been created
  3. Modify the messaging with the client — if they have multiple free reports, you want the messaging to be fairly generic — optin on one of the lists on drsarahallen.com to see how they’re done there
  4. Test each optin box to make sure that it’s working correctly! If there is a free report, make sure you get an email with the link to it. Make sure the messaging for every page and email is correct and makes sense
  5. If the client has a pre-existing list (on aweber or constant contact, etc.), then get that from them and import it into Mailpoet. (You may need to help them create a csv file if they can’t do it)
  6. Send document to the client on how to use Mailpoet. A sample one is here: Getting-to-Know-MailPoet-–-The-Autoresponder