7. Build and send campaigns

1. Go to Product Mailer → Campaigns.
2. Create a new campaign and choose your target:
   • All subscribers.
   • Specific segments (new, repeat, VIP, lapsed, etc.).
   • Pro users: use segment examples to preview who’s included.
3. Add your subject line and content (featuring your WooCommerce products).
4. Review the summary and send or schedule the campaign.

Subscribers – your email list

Overview: This is where you see and manage everyone subscribed to your emails.

• Filters bar (top)
  • Status – show all, active, unsubscribed or pending subscribers.
  • Tag – filter by any tag (interests, lifecycle, custom tags).
  • Origin – filter by how they joined (checkout, registration, subscribe form, contact form, etc.).
  • “No opens” checkbox – show only subscribers who have never opened any campaign.
  • Search box – search by email address, first name or last name.
• Columns in the table
  • Email – primary identifier.
  • Name – first and last name if available.
  • Status – active, unsubscribed or pending (double opt-in not yet confirmed).
  • Tags – lifecycle tags (e.g. customer, VIP, lapsed) and origin tags (e.g. origin:checkout).
  • Origin – the main source where they first opted in.
  • Created / last activity – when they were added or last interacted.
• Row actions
  • View – open the subscriber detail screen with their timeline, tags and events.
  • Unsubscribe – mark as unsubscribed without deleting history.
  • Delete – permanently remove the subscriber.
• Bulk actions
  • Select multiple subscribers and perform bulk delete / unsubscribe operations.
• Bounce helper (bottom of page)
  • Paste bounce messages from your mailbox into the textarea.
  • Click Parse bounces to extract email addresses and match them to subscribers.
  • Review the matched list and choose to mark as unsubscribed or delete in bulk.

Campaigns – one-off and scheduled emails

Overview: Create, schedule and review email campaigns sent to your segments and subscribers.

• Campaign list
  • Shows each campaign’s name, status (draft, scheduled, sending, completed) and target audience.
  • Quick stats per campaign (sent, opens, etc. where available).
  • Actions: edit, duplicate, view details and logs.
• Create / Edit campaign screen
  • Basics – internal name, subject line and optional pre-header text.
  • Audience
    • Choose All subscribers, a saved segment, or other filters.
    • Pro: use segments with “Show examples” to preview who will receive the campaign.
  • Content
    • Email body editor (text / HTML) with support for WooCommerce products and links.
    • Insert product links and images from your store to feature items directly in the email.
  • Scheduling & sending
    • Send now or schedule for a future date and time.
    • Once scheduled, campaigns move into the Email Queue for processing.

Email Queue – what’s currently sending

Overview: Monitor and manage the background sending queue for campaigns.

• Queue list
  • Shows each queued batch or job: campaign name, batch size, progress and next run time.
  • Helpful for stores with large lists or slower hosting – you can see emails going out in manageable chunks.
• Controls
  • Pause or resume the queue if needed (for example, when adjusting SMTP settings).
  • Manually trigger the next run if your cron is disabled and you rely on manual processing.
  • View logs or error messages for particular batches if any emails fail.
• Queue health hints
  • If the queue never progresses, check Diagnostics and your WordPress cron/cron-job setup.

Analytics – how your emails perform

Overview: Track how many emails were sent, opened and (where supported) clicked.

• Summary charts
  • Overall sent volumes over time.
  • Open rates per campaign or per period.
• Campaign-level stats
  • Number of recipients, delivered emails and opens.
  • Compare performance for different segments (e.g. VIP vs. lapsed customers).
• Subscriber-level data
  • Cross-links to subscriber timelines, showing which campaigns each subscriber opened.

Diagnostics – health checks & troubleshooting

Overview: Run automated checks to make sure your database tables, segments and automations are configured correctly.

• Environment checks
  • Verifies that required database tables exist and are up-to-date.
  • Checks key options and version numbers.
• Campaign & segment checks
  • Tests that Pro-specific columns (such as automation fields) exist where required.
  • Skips certain Pro tests gracefully when Pro isn’t active.
• Suggested actions
  • When something fails, shows a brief description of the issue and how to fix it (e.g. re-run an upgrade routine or contact support).

Forms – subscribe & contact opt-in

Overview: Configure front-end forms that add subscribers from landing pages and contact forms.

• Subscribe form
  • Shortcode for embedding a simple email sign-up form in pages, posts or widgets.
  • Options to request name fields in addition to email.
  • Subscribers are tagged with origin:subscribe-form and any additional tags you define.
  • Respects your double opt-in rules for guests vs. logged-in users.
• Contact form opt-in
  • Add a “Subscribe to newsletter” checkbox to your contact/enquiry forms.
  • Opt-ins here get tagged with origin:contact-form so you know they came via an enquiry.
• Form styling notes
  • Forms inherit your theme styling by default, keeping the look consistent with the rest of your site.

Settings – global behaviour

Overview: Control how Product Mailer behaves across your store.

• General settings
  • From name / From email for all campaigns.
  • Reply-to email if you want replies to go somewhere else.
  • Default batch size and limits for the email queue.
• WooCommerce & opt-in settings
  • Enable/disable checkout newsletter checkbox.
  • Enable/disable registration form checkbox.
  • Set whether the checkboxes are ticked by default.
  • Control double opt-in behaviour for guests vs. logged-in users.
• Housekeeping & privacy
  • Options related to data retention or anonymisation (where available).

Email & Login – templates & confirmation behaviour

Overview: Configure the actual system emails and how login/confirmation flows behave.

• System email templates
  • Confirmation email – content sent to new subscribers needing double opt-in.
  • Welcome email – optional message after a successful confirmation.
  • Placeholders for subscriber name and confirmation links.
• Login-related behaviour
  • Rules for what happens when an existing user logs in and interacts with opt-in checkboxes.
  • Ensure that logged-in WooCommerce customers can be subscribed without unnecessary confirmation loops.
• Email styling
  • Basic layout and footer text for system emails (where offered).

Automations – rule-based sending (Pro foundation)

Overview: Define automatic email flows based on customer behaviour and segments. Some options here are Pro-only or designed for future advanced features.

• Automation list
  • Shows each automation’s name, trigger type and whether it’s active.
• Triggers
  • Lifecycle events such as “new customer”, “lapsed customer” or “high-value purchase”.
  • Segment-based triggers (e.g. when someone enters or leaves a segment).
• Actions
  • Send a specific campaign or series.
  • Apply or remove tags to help track behaviour.
• Pro note
  • Automation options may expand over time; the Pro add-on ensures you can take advantage of new triggers and actions as they’re added.

Segments – groups of subscribers

Overview: Prebuilt and Pro-enhanced segments that let you target the right customers with each campaign.

• Segments table
  • Shows each segment’s name, subscriber count and description.
  • Free segments include all subscribers, customers, new/repeat/recent customers, high-value, lapsed and VIP customers.
  • Each row offers a Create campaign button to start a campaign based on that segment.
• Pro: “Show examples” button
  • Click to view real subscribers that currently match the segment.
  • Useful for checking that your segments are correctly configured.
  • Helps you understand who will get a campaign before you send it.
• Future segments
  • The Pro add-on allows new segment types and filters to be added over time without changing your basic list structure.