To get started, make sure that you have Ultimate WP Mail installed and activated in your WordPress dashboard:
Next, click on the “Emails” link in the sidebar, and click the “Add New” button at the top of the emails screen:
From there, you can select one of the pre-built templates or you can start building your own email from scratch. It’s often easier to build an email using the full-screen editor, which can be toggled on by clicking the “Full-Screen” button. To create a more in-depth customized email, check out the “Email Variables” drop-down available at the top of the editor area. Depending on the plugins you have installed, there might just be two options in the drop-down or there could be many:
Adding these email variables to a message let’s you add personalized elements to each email such as the recipient’s name, organization, etc., similar to doing a mail-merge in Excel. In some cases, there are even advanced elements that can be inserted such as links to confirm an appointment or to review individual products that a visitor has previously purchased:
If there are any email tags that you feel are missing from a particular plugin, feel free to let us know!