Getting Started With Auto Mail

Welcome to Auto Mail! After installing our plugin, you’re ready to go. But where do you start?

In this article, we will explain the role of each one of our plugin’s pages and options, so you know everything you can do using our plugin.

1. Dashboard

This is the overview page of the plugin, which contains all basic features sections of this plugin.

2. Newsletters

This is the most important page of the plugin, as it contains all your newsletters.

On this page, you can:

  • Create different types of newsletters
  • Look at an overview of all your existing newsletters
  • Filter your newsletters by status (Draft, Scheduled, Sending, Paused, Sent, Trashed)
  • Preview, Edit, Duplicate or Delete each individual newsletter
  • Search within existing newsletters
  • See the overall opened/clicked rates for each newsletter
  • Reorder the newsletters by the last modified date
  • Pause/Resume active newsletters
  • Apply bulk actions

3. Subscribers

Your subscribers are important. After all, they read your emails!

On this page you can:

  • Manually add a subscriber
  • Import existing subscribers through a copy and paste action, from a CSV file or from your MailChimp account
  • Export a CSV file with detailed information
  • Filter your subscribers by their subscription status
  • Search for subscribers
  • Move/Add to a subscriber to a particular list
  • Remove a subscriber from a particular list
  • Remove a subscriber from all lists
  • Resend the confirmation email
  • Delete the subscriber
  • Edit a subscriber’s information

4. Forms

On this page, you can manage your Auto Mail subscription forms. These forms allow your visitors to join your mailing list/lists On this page you can:
  • Create new subscription forms
  • Check what lists are assigned to each particular form
  • See how many signups each form receives
  • Organize the list of forms by creation date
  • Edit the name and fields for each existing form
  • Duplicate an existing form
  • Delete a form or series of forms

5. Automations

6. Lists

Your subscribers are grouped inside lists. These help you segment and target specific audiences with your newsletters. If you run an eCommerce store or a “membership” type of website, you can also send newsletters directly to your WordPress Users. On this page you can:
  • Create new lists
  • Edit the name and description an existing list
  • Check the number of subscribers per list which are subscribedunconfirmed and unsubscribed
  • Order lists by their creation date
  • Duplicate an existing list
  • Delete a list
  • Force a resynchronization of the WordPress Users list

7. Setup


The settings page is the first one you should look at when experiencing issues with Auto Mail. Why? Because it’s the source of many common problems.

9. Manage Subscribers