MailPoet Action

Once the plugin is installed, it needs to be activated by pressing the “Activate Plugin” button.

In the end, you need both these plugins active and ready to go.

After you install and activate the MailPoet plugin, you will see that a new item has been added to your admin panel, called MailPoet. To start using its subitems, you are supposed to sign up for an account.

Click the “Continue” button and start completing the steps. Once asked to sign up with MailPoet, you will be redirected to the account creation page. Enter your email address, come up with a password, verify your email, and fill out a short questionnaire. After all these steps, you will be taken to your MailPoet account page. In the My Subscriptions tab, there will be the MailPoet key. Copy it.

Proceed to MailPoet > Settings > Key Activation, and paste the MailPoet key to the Activation Key field. Then press the “Verify” button.

After the key is verified, you can proceed to configure the MailPoet Action addon itself.

Open your website’s dashboard and go to JetForms > Forms. If you already have a form you would like to link with MailPoet, open it. If not, click on the “Add New” button.

In the right-side menu, open the Post Submit Actions section, click on the “New Action” button and choose the “MailPoet” option from the drop-down list.

Click on the edit button with a pencil-shaped icon on it, and the Edit Action window will open. You will be shown the “Make a request” button. Press it to synchronize the JetFromBuilder form’s data and your MailPoet account.

As soon as the data is synced, you will see the rest of the MailPoet Action settings.

• Lists. This is a Checkbox field type containing the mailing lists you created with MailPoet. By default, there’s one list only – Newsletter mailing list. In case you created any lists manually, choose the one you need this form to be linked with;
• Send Confirmation Email. A toggle switcher that lets you enable/disable the sending of a confirmation link to the email address specified by the user. If active, the subscriber’s details will be saved with the Subscribed status. If inactive, the member’s registration info will be saved as Unconfirmed. To change the status, navigate to MailPoet > Subscribers, then click on the subscriber’s email, and choose the desired status in the Status drop-down select;
• Schedule Welcome Email. When this toggle is activated, every new user who subscribes to your mailing list will receive a welcome email. Please note that in order for this option to work properly, you will need to set up a welcome email first;
• Skip Subscriber Notification. Turn this toggle on to skip notifications when users register;
• Fields Map. This section contains the fields that have to be filled from the form that the user submits. The Email field is required, and the remaining fields are not. To create a connection between the form field and the user’s field in MailPoet, choose the corresponding form field in the drop-down list near the Email, First Name, and Last Name positions.

Once you are done, press the “Update” button. Now, when the user submits the form, the new subscriber will appear in the MailPoet > Subscribers pathway.