Empower your email marketing with Optimizely Campaign. Sync customer data, and send transactional emails.

optimizelycampaign

<p>Optimizely Campaign integrates seamlessly with your store and lets you manage your transactional mail operations in one place. Leverage real-time customer data synchronization to create personalized campaigns and boost conversions.<br />
With this plugin, you can easily select which transactional emails should be sent via Optimizely Campaign and which should use the default mail service. In addition to that, you can add a newsletter form for guest subscribers to any page or post through a custom shortcode provided by the plugin and the submission will be handled via Optimizely Campaign. Newsletter subscribing is also<br />
possible through the WooCommerce registration form and account details form for WooCommerce customers.</p>
<h3>Highlights</h3>
<p><strong>Streamlined Transactional Mailings</strong>: Send crucial transactional messages directly through your Optimizely Campaign client. This ensures that order confirmations, account notifications, and other vital emails reach customers reliably.<br />
<strong>Automated Subscriber Management</strong>: Seamlessly synchronize your newsletter subscribers so your contact lists are always current. Stay organized and focus on creating effective marketing campaigns.</p>
<h3>Features</h3>
<p><strong>Transactional Mail Integration</strong><br />
Integrate Optimizely Campaign to effortlessly send all your transactional mailings from one platform. Improve communication flow and maintain consistent branding.<br />
<strong>Subscriber Synchronization</strong><br />
Automatically keep your mailing lists in sync, ensuring that every new subscriber or unsubscribed contact is promptly updated in your database.</p>
<ul>
<li>== External services ==</li>
<li>This plugin connects to the Optimizely HTTP API to synchronize the data of customers who have subscribed to the newsletter with double opt-in.</li>
<li>It updates the subscribed customer’s data every time the customer makes a change to their account. The data that gets synchronized can be configured in the plugin page.</li>
<li>In addition to that, the plugin connects to the Optimizely SMTP API to send out transactional mails.</li>
<li>This service is provided by “Optimizely Inc”: <a href="https://www.optimizely.com/trust-center/privacy/" rel="nofollow ugc">Privacy Policy</a></li>
<li>The plugin connects to the Optimizely Campaign API at <a href="https://api.campaign.episerver.net/" rel="nofollow ugc">Optimizely Campaign API</a></li>
</ul>
<h3>Usage Instructions</h3>
<h4>Step 1: Configure Optimizely Mail Settings and Default Mail Settings =</h4>
<p>To start using the plugin, navigate to the <strong>Mail Settings</strong> tab and enter your Optimizely SMTP credentials + default<br />
mail service details.</p>
<p>The <strong>Optimizely Mail Configuration</strong> section sets the mail settings for email events that will be sent through<br />
Optimizely Campaign.<br />
The <strong>Default Mail Configuration</strong> section sets the mail settings for email events that will be sent through the default<br />
mail service in WordPress. The Default From Email and the Default From Name have initial values and should only be updated if you are certain that<br />
you need to use a different From Email address.</p>
<p>Filling out these settings is necessary to start sending emails through Optimizely Campaign.</p>
<h4>Step 2: Set Up Newsletter Settings</h4>
<p>Set up your Opt-in Process in Optimizely Campaign and make sure that Confirmation Page URL includes the <strong>bmrecipientid<br />
** and **bmrecipientlistid</strong> query parameters.<br />
Once the Opt-in Process is set up, go to the <strong>Newsletter Settings</strong> tab in the Optimizely Campaign plugin page, provide<br />
the necessary information for newsletter processing. The necessary information is a recipient list authorization code<br />
and an opt-in process id from Optimizely Campaign.<br />
After the recipient list information is defined, you can select which data fields from WordPress/WooCommerce are synced to Optimizely Campaign.</p>
<h4>Step 3: Select Transactional Mails for SMTP Delivery =</h4>
<p>Once your SMTP settings are configured, go to the respective <strong>WP Core Event Settings</strong>, <strong>WooCommerce Event Settings</strong><br />
and <strong>Other Event Settings</strong> tabs and select the event emails you want to send via Optimizely Campaign. The unselected<br />
events will go through the default WordPress mail service.</p>
<h4>Step 4: Add the Newsletter Form to a Page or Post =</h4>
<p>After configuring the newsletter settings, copy the shortcode provided by the plugin and paste it into any page or post<br />
where you want the newsletter subscription form to appear.</p>
<p>The plugin provides a shortcode that renders a newsletter form.</p>
<h4>Shortcode</h4>
<p><strong>Description</strong>: This shortcode adds a newsletter form to your page or post. The newsletter form is used for the guest subscribers.</p>
<pre><code>[optimizelycampaign_newsletter]
</code></pre>
<h4>Step 5: Create a Newsletter Confirmation Page</h4>
<p>Create a new page on your site that will serve as the confirmation page users will be redirected to after confirming<br />
their subscription via email. Ensure the Confirmation Page URL set up in your Optimizely client matches the URL of the<br />
confirmation page set up in your site.</p>
<h4>Step 6: Start Accepting Subscriptions</h4>
<p>With the newsletter settings, newsletter form and confirmation page in place, visitors to your site can now subscribe<br />
and unsubscribe to your newsletter seamlessly whether they\’re a guest or a WooCommerce customer.</p>


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