Scroll to top
651 N Broad St, Suite 206,
MiddleTown, New Castle,
Delaware - 19709
635 Ashprior Avenue,
Mississauga, Ontario,
Canada - L5R3N6
34, Shiwanshu Bunglows
Vadodara, Gujarat - 390007

Start your Email Marketing in WordPress with 5 easy steps – A Beginners Guide.

86 / 100

Email marketing for good reason has been around forever. It is the most straightforward and efficient way of communicating with your leads, cultivating them, and converting them into customers, consistently winning out over all other marketing platforms.

The highly successful digital marketing technique for sending emails to prospects and clients is email marketing. Efficient marketing emails turn prospects into clients, and turn loyal, raving fans into one-time buyers.

In this article, I have curated how you can start using email marketing for your business. So let’s get started.

how to get started with email marketing in wordpress

The Importance of Email Marketing

You should make email marketing one of your top priorities for several reasons, but here are the top 3:

  1. The #1 medium for contact is email. Did you know that regularly, at least 99 percent of consumers check their email? 
  2. Your list is owned by you. Your social account (along with all your fans and posts) could be suspended or deleted at any moment, for any reason, without warning, on any social media site. But if you own your email list nobody can take or steal those leads from you.
  3. Email converts better. People who purchase email-marketed goods spend 138% more than those who don’t receive email offers. In reality, email marketing has a 4400 percent ROI (return on investment). It’s gigantic! And if you wonder if social media transitions are any better, think again an email’s average order value is at least three times higher than that of social media.

E-mail is the best way to produce online sales.

Get started with Email Marketing in WordPress

Wondering how to get started with marketing for emails? Email marketing consists of a lot of moving parts, but that doesn’t mean it has to be complex. Here’s the way this breaks down… 

Step1: Choose an Email Marketing Service

Nowadays, when it comes to email marketing platforms, you have a lot of choices. The resources you need to set up email lists, manage your subscribers, create campaigns, and send messages are offered by these services. These are just the fundamentals, however. Email marketing services, including email automation, A/B testing, user segmentation, and much more, can also be found to provide you with advanced features.

choosing an email marketing service

These facilities also come at a price, as you would expect. Fortunately, even if you’re just running a small website, there are plenty of choices that will not break your budget. As an example take MailChimp. It is one of the most popular online email marketing services and provides a free plan that supports up to 2,000 subscribers per month and 12,000 emails.

Also, MailChimp helps you, also on its free tier, to automate your campaigns. With particular messages, you can also target parts of your users. If you’re looking for a budget email marketing service, these characteristics make this an excellent choice.

Another example is the OptinMonster. Without hiring a developer, OptinMonster allows you to build smarter opt-in forms and A/B test them. This, and for many other reasons, makes OptinMonster one of the best lead-generating WordPress plugins. You can build interactive, targeted, and customizable opt-in forms quickly and easily that can be inserted anywhere you want on your web.

opt-in monster

Also read: Top 5 WordPress Plugins To Grow Your Email List 3x Faster

Step2: Create an Opt-in Form that converts

The first thing you’ll need to do after you sign up for a MailChimp account is set up an email list. By going to the Lists tab at the top of your MailChimp dashboard and clicking the Build List button, you can do this.

create a list

Next, you’ll need to select your list’s title and decide which email and name to show as its sender. You’ll want to use your WordPress admin email and your real or business name for your default email address and default name settings:

list details

A section called Form Settings can be found below, where you can allow opt-in verification and GDPR-compliance fields. Opt-in authentication means that before receiving messages, new subscribers may have to confirm that they want to access the email list:

select a double opt-in form

Finally, if you scroll down to the Notifications section, both when you get new subscribers and when people exit your email list, you can allow notifications:

notification settings

Hooray..!! Your email list is set up but it will be empty at first. You can move to sign-up forms and create your sign-up form and get started. You can also add a form by choosing the embedded forms option. This is a faster process.

The following components are needed to create the opt-in form that converts: 

  1. Enticing headline: Make sure that your headline explains clearly the great advantage of your lead magnet.
  2. Helpful summary: Is your description simple, succinct, and to the point? Using bullet points to help easily search the reader’s eye for what they will receive. 
  3. Attractive visuals: If you can, provide a picture of the lead magnet (like a mockup of your eBook). 
  4. Easy form: Don’t try to ask for more than one email address and first name. It will ruin your conversions by asking for too much data too fast. 
  5. Compelling subscribe button: Make sure your subscribe button uses a contrasting color so that it stands out on the screen. Also, use a non-generic copy of the email that forces individuals to click right away (“Send me the 7 steps!”).

Step3: Write a Welcome email

You’ll want to return to your MailChimp dashboard once your opt-in form is set up and click on the Campaigns tab. Then, click the Campaign Build icon. MailChimp will ask you what form of a campaign to build, so choose the option to create an email. Click the Automated tab and then select Welcome to new subscribers.

create an email notification

Next, write a name for your campaign and choose an email list.

You will see a rapid rundown of your welcome email on the next screen. It’s scheduled to go out to new subscribers one day after they sign up by default. You can change that, however by clicking the Edit Trigger link:

create a welcome email

Check out the delay portion, and instantly adjust the current setting. Your welcome email will be sent as soon as anyone signs up for your list. Then you can also customize the body of the email by clicking on the Design Email button.

Set up a subject for your email on the next screen. You’ll also want to include some sample text, which is what appears in a subscriber’s inbox right after the title before they open the message:

create an welcome email

Then you can choose a template that best fits your needs from the various available templates. Once you finalize the template then you can even edit it by using drag-and-drop functionality.

To get to know this editor, it takes a few minutes and then you can get to work on your welcome note. When it’s ready, at the bottom of the page, click on Save and Proceed. That’s it, ready to go is your welcome text!

Also read: How to customize your WordPress themes in easy steps- Complete guide 2020

Step4: Automate your Campaign

You’ve just taken the first step towards WordPress email marketing. I now suggest that you take a little time to set up a few automated additional emails. That way, you’re not going to have to come back each day to build and schedule new messages.

Adding more emails to your Welcome Message campaign is the best way to do this. You can convert your welcome email into a series of messages in that manner. Just open your dashboard campaign and click on the Add Email button at the bottom of the page.

add emails for creating a series

Now from the previous stage, all you have to do is repeat the same procedure. That means picking a trigger and modifying your email content to say what you’d like.

You can add as many emails to your Welcome Sequence as you want. What most websites do is use this chance to help subscribers learn more about what they sell, and to clarify why it is a good idea to continue subscribing to their newsletters.

However, you can also set up an entirely new campaign if you don’t want to create a robust welcome email collection. Return to the Campaign tab to do this and press Create an Email again.

You’re going to choose another choice this time around, besides a welcome text. For example, whenever you update your WordPress blog, you could set up a campaign to send automated messages.

Step 5: Segmenting your Email List

You would be advised by most marketing experts to create an email list. But what they don’t tell you is that without proper segmentation, your email list will not be as effective.

What is the segmentation of email lists?

Based on unique requirements, email list segmentation is the method of splitting the subscribers into smaller groups so that you can send more customized and appropriate emails to them.

Segmentation allows you to send those emails only to those subscribers you think would be the most interested in that content, resulting in higher conversions, instead of blasting every email to the entire email list.

Segmenting your Email List:

It has been shown that segmenting your list increases your email open rates, increases your click-through rates, and decreases your unsubscribe rates. That’s why smart marketers use segmentation to dramatically increase their email campaigns’ effectiveness.

You will be able to send very powerful autoresponders once you have “tagged” your subscribers into different segments, a set of emails that are automatically sent out depending on certain circumstances, which you can use to cultivate your leads and make sales. In the section on automation, I will be talking more about autoresponders.

Segments make it so much easier to understand what subject lines and messages to write that will inspire users to open your email campaigns and connect with them.

The target with segmentation should be to figure out how in the first place did the user get on your email list?

Have they purchased a product? A visit to a particular page? Download a specific magnet for lead?

There are several different ways to slice the list into parts and dice them. Here are some of them:

  1. New subscribers: send new subscribers a welcome email or a series of welcome mail.
  2. Preferences: subscribers who want to hear about blog posts vs. those who only want sale notifications. 
  3. Interests: subscribers who like jazz music vs. those who like hip hop.
  4. Location: send a notification to the subscribers who live in the area about your local event.
  5. Open rate: give reward to your more engaged subscribers with some special offer just for them.
  6. Inactivity: remind subscribers who have not engaged for a while of the next step you want them to take.
  7. Lead magnet: send targeted emails based on the topic of the lead magnet that they have opted-in for.


There are many websites available today that want you to subscribe to their email lists for a reason. Email marketing is an extremely effective method to get more conversions and keep the audience on the hook. You are missing out on a lot of possible benefits if you are running a WordPress website and you do not have an email marketing solution set up. Luckily, you can use many sites that easily integrate with WordPress, such as MailChimp, Constant Touch, and SendinBlue.

Do you have any concerns about how WordPress email marketing can be tackled? Let me know in the comments section. I would love to hear from you.

Author avatar
Tim Michaels
I am into WordPress and web development for the last 10 years. I use my experience to help people just starting with WordPress. Follow my blog at WP Uber for everything related to WordPress.
We use cookies to give you the best experience.
Do NOT follow this link or you will be banned from the site!