How to Set Up WooCommerce Email Marketing

Do you want to set up WooCommerce email marketing to engage customers, grow your list, and increase conversions?

Email marketing remains one of the most effective ways to drive sales and build long-term customer relationships. If you run a WooCommerce store, it’s a channel you can’t afford to overlook.

In this article, we’ll show you how to set up WooCommerce email marketing using MailOptin, a feature-rich plugin designed to help store owners build and engage their customer base through automated emails, smart optin forms, and hyper-targeted campaigns. By the end of this guide, you’ll be ready to turn casual shoppers into loyal subscribers and long-term buyers.

Why MailOptin for WooCommerce Email Marketing?

If you’re serious about increasing sales and building lasting relationships with your customers, MailOptin is the best plugin you can use for WooCommerce email marketing. It’s built to help online store owners grow their email lists, run automated campaigns, and display CTA and optin forms.

Here’s why MailOptin is essential:

Product Updates: MailOptin makes it easy to keep your WooCommerce customers in the loop by automating product update emails. You can schedule email campaigns to go out daily, weekly, or monthly, ensuring your audience is always informed about new product arrivals in your store.

Deep WooCommerce Integration: MailOptin integrates seamlessly with WooCommerce, allowing you to display targeted messages and optin forms to users based on their behavior and interaction with your store. You can show optin campaigns on product, cart, and checkout pages, and even display upsell offers on the order confirmation page.

Checkout Support: With MailOptin, customers can subscribe to your email list during checkout either automatically or manually by checking a box. This helps you collect high-quality leads right at the point of purchase.

CRM Support: MailOptin works with nearly every CRM and email marketing software, including Mailchimp, ActiveCampaign, Salesforce, AWeber, Klaviyo, GetResponse, HubSpot, Brevo, and more. This makes it easy to sync WooCommerce customer data to your preferred email platform for further automation and analytics.

Connecting MailOptin with WooCommerce

To get started, make sure WooCommerce is installed and activated on your WordPress site.

Next, install and activate the MailOptin plugin. To do this, purchase a MailOptin license from the official website. Once your purchase is complete, log in to your WordPress admin dashboard.

Navigate to the Plugins section and click on Add New, then select Upload Plugin at the top of the page. Click Choose File to upload the MailOptin ZIP file you downloaded after purchase, then click Install Now.

After installing the plugin, click Activate Plugin.

Setting Up WooCommerce Email Marketing with MailOptin

In this section, we’ll walk you through sending emails to your WooCommerce customers and setting up recurring product update campaigns. These strategies help you keep your audience informed about fresh arrivals and maintain regular engagement without manually sending emails every time.

Sending Emails to WooCommerce Customers

Follow the guide below to create and send a broadcast email informing WooCommerce customers of new products.

In your WordPress Dashboard, navigate to MailOptin >> Emails, click on the Add New button.

Then, click on “Create Now” under “Broadcast”.

Type in a subject line and choose a template for your WooCommerce email.

After selecting your template, you’ll be taken to the email builder, which is divided into several panels: Settings, Body, Header, Content, Footer, and Send Test Email. Each section allows you to control the structure and appearance of your WooCommerce email marketing campaigns:

Settings: This is where you set or edit your email subject line and select the specific users or customer segments you want to target. You’ll also have the option to add preview text (also known as a preheader), which acts as a subtitle to your subject line. This text appears next to or below the subject in most email clients and gives recipients a quick summary of what the email is about, helping boost open rates.

Body: This lets you style the overall look of your email. You can adjust background colors, text colors, content width, and even add custom CSS for more advanced customizations.

Header: Use this section to add a header text or image that appears at the top of your email. If you prefer a cleaner look, you can choose to remove the header entirely. You can also add a web version link label, and there’s a style option that lets you change the color of both the header and the web version link.

Content: This is the main body of your email. You can add and format text, images, and links to highlight your new product or promotion. The style and block settings, such as font size, padding, and alignment, are fully customizable.

Footer: In this section, you can include your business’s mailing address, a copyright message, and an unsubscribe link (important for email compliance). You also have the choice to remove the default MailOptin branding or the entire footer if needed.

Send Test Email: Before going live, it’s important to preview your campaign. Use this option to send a test version of your email to yourself or your team and confirm everything looks excellent.

This builder gives you full control to create professional, eye-catching emails that align perfectly with your WooCommerce store’s branding and messaging.

When you finish setting up your email content, open the Settings panel to set up the recipient.

From the Connection dropdown, select WooCommerce Customers to send the email to everyone who has made a purchase from your store.

If you want to narrow your audience, MailOptin offers precise targeting options:

• Use the Restrict to Products setting to send the email only to customers who purchased specific items.
• Use the Restrict to Selected Customers option to target individual users manually.

You can also combine both settings to target specific customers who bought specific products, giving you maximum control over your WooCommerce email marketing efforts.

Once you’re satisfied with the setup and content of your email, click the Save Changes button. This action will enables the Send Broadcast button, which you can then click when you’re ready to send the email to your selected WooCommerce customers.

Following the steps above, you’ve successfully created and sent a new product notification email to your WooCommerce customers or past buyers.

Setting Up Recurring Product Updates for WooCommerce

In this section, you’ll learn how to automatically send daily, weekly, or monthly email digests that showcase newly added products to your WooCommerce store.

To set up this WooCommerce email marketing campaign, navigate to MailOptin >> Email in your WordPress dashboard and click the Add New button.

Then, click on “Setup Now” under “Email Automation”.

Next, enter a name for your automation and select “Posts Email Digest” as the type. Choose a template and you will be redirected to the email builder, where you can customize the design and content of your automated product update email.

Next, customize the look and feel of your email using the builder settings we covered earlier, adjust the header, content, colors, and more to match your brand.

Once you’re done with the design, click on the “Settings” panel. Scroll down to the “Select Post Type” option and choose “Product”. This tells MailOptin to include newly added WooCommerce products in the automated email digests.

You can further filter the kind of product that will trigger the new product WooCommerce marketing email by the brands, categories, and tags taxonomies they belong to.

Next, scroll down to the “Recipient” section to define who receives the email and select “Woocommerce.”

Next, choose how often you want the product update emails to be sent. Either daily, weekly, or monthly, by selecting your preferred interval and time.

Note that the time is based on the timezone configured in your WordPress settings, and MailOptin also follows the day you’ve set as the start of the week.

Once everything is set, click Save Changes and toggle the automation switch at the top to activate the campaign.

That’s it, your recurring WooCommerce product update emails are now ready to go!

MailOptin also supports sending emails to specific WooCommerce customer groups. This includes active subscribers of subscription products created with the WooCommerce Subscriptions plugin, as well as active members of plans created using the WooCommerce Memberships plugin.

Displaying Optin Forms & Messages in Your WooCommerce Store

Building an email list is the foundation of any effective email marketing strategy, and MailOptin makes this easy by offering a wide range of optin types that integrate seamlessly with your WooCommerce store.

Whether you want to grow your subscriber base, promote sales, or capture leads at strategic points in the shopping journey, MailOptin allows you to do it all, without disrupting the user experience.

MailOptin supports several opt-in form types, each suited for different areas of your WooCommerce site:

Lightbox Popups: These appear in the center of the screen and are great for grabbing attention. You can use them to offer discount codes or free shipping in exchange for email signups.

Notification Bars: This displays a bar at the top or bottom of your website to announce flash sales, new arrivals, or newsletter signups.

Slide-ins: These forms slide into view from the bottom corner of the screen, providing a subtle but effective way to capture attention without being intrusive.

Sidebar Widgets: These are perfect for displaying forms in your site’s sidebar or footer. Ideal for store listings.

Inline/Embedded Forms: These can be placed within product descriptions, landing pages, or blog content to encourage opt-ins while users are reading.

Before and After Post Forms: These show up just before or after your blog content, which is ideal for converting readers into subscribers.

Setting Up Targeted Opt-in Forms and Call-to-Actions Across Your Store

MailOptin lets you display opt-in forms and call-to-actions (CTAs) based on where users are in your WooCommerce store.

You can target specific product pages, product categories or tags, the cart and checkout pages, order confirmation pages, or even WooCommerce endpoints like the “My Account” or “Thank You” pages. This level of targeting allows you to show the most relevant message to each user or visitor at just the right time.

To set this up, go to MailOptin > Optin Campaigns in your WordPress dashboard and click the Add New button.

Next, enter a name in the title section, choose an opt-in type (lightbox, slide-in, in-post, etc.), and select a template. For this example, we’ll choose the Lightbox opt-in type and the Elegance template.

On the left side of the Popup Form Builder, you’ll find various sections that let you customize the look and message of your opt-in form. You can adjust the text, colors, layout, and overall design to match your brand and campaign goals.

Once you’re satisfied with the design, head over to the Display rule panel.

In the Display Rules section, you’ll find three WooCommerce-specific targeting options designed to help you show opt-in forms or call-to-actions exactly where they’ll be most effective. These are:

• WooCommerce Page Targeting
• WooCommerce Condition
• WooCommerce Added to Cart

Let’s take a closer look at how each of these display rules works and how you can use them to boost engagement and conversions across your store.

WooCommerce Page Targeting

This display rule allows you to control exactly where your opt-in forms or call-to-actions appear across various WooCommerce pages.

Here’s a breakdown of the targeting options you can apply:

Show on all WooCommerce pages: This option allows you to display the opt-in form across all pages that use WooCommerce templates, including the shop, product, category, and tag archive pages.

Show on WooCommerce shop: With this option, you can display the opt-in only on the main shop page (product archive).

Show on all WooCommerce products: This option allows you to display the opt-in on every individual product page.

Show specifically on selected products: With this option, you can choose individual products where the opt-in should appear.

Show on product categories: This option allows you to target product pages that belong to specific categories you select.

Show on product tags: Target product pages that include specific tags.

Show on WooCommerce cart page: This option displays the opt-in on the cart page. Ideal for discount offers or upsells.

Show on WooCommerce checkout page: With this option, you can display the opt-in during checkout. This option is useful for capturing emails or offering last-minute deals.

Show on WooCommerce customer account pages: This option targets the customer’s “My Account” section.

Show on any WooCommerce endpoint: Display the opt-in on all WooCommerce endpoints, such as order tracking or downloads.

Show on “View Order” endpoint: This option displays the opt-in when customers view their order details.

Show on “Order Pay” endpoint: Display the opt-in on the order payment page.

Show on “Order Received” endpoint: With this option, you can show your opt-in or CTA on the thank-you page after a successful purchase.

These targeting options allow you to present the right message at the right stage of the shopping journey, maximizing visibility and conversion potential.

WooCommerce Condition

The WooCommerce Conditions display rule allows you to show opt-in forms or CTAs based on a customer’s behavior or cart status. This lets you target highly specific customer actions and increase the relevance of your messages.

Here’s how each condition works:

Customer Has Purchased: This option allows you to display the opt-in only to customers who have previously purchased specific products. You can select one or more products, and if you enable the Require all option, the customer must have purchased all selected products for the CTA to display.

Products in Cart: This option shows the CTA if certain products are in the customer’s shopping cart. Like the purchase condition, enabling Require all ensures the CTA only displays if all selected items are in the cart.

Cart Item Count: This option displays the opt-in based on the number of items in a customer’s cart. You can set a condition like “more than 3 items” or “less than 2 items” depending on your campaign goals.

Cart Total: This option triggers the CTA based on the total value of the customer’s cart. Set minimum and/or maximum cart totals.

Customer Spent: This option targets users based on their total spend in your store. For example, you could show a loyalty reward CTA to customers who’ve spent more than $500.

Using these conditions helps you design your campaigns to each user’s behavior, making your opt-ins more effective.

WooCommerce Added to Cart

The WooCommerce Added to Cart rule allows you to display an opt-in form or call-to-action immediately after a customer adds a product to their cart.

To use this rule:

• Activate Rule: Enable this option to trigger the opt-in when a product is added to the cart.
• Required Products (Optional): If you want the opt-in to display only when specific products are added, select those products here. Leaving it blank means the opt-in will show when any product is added to the cart.

This rule helps encourage upsells, offering discounts, or capturing leads right when the customer is actively engaging with your store.

Once your design and targeting rules are in place, click on Save Changes and activate the campaign by toggling the switch at the top.

Your opt-in form or call-to-action is now live and will display to shoppers based on the WooCommerce-specific rules you’ve set.

With this setup, you can effectively engage customers at crucial moments in their shopping journey, grow your email list, boost conversions, or promote special offers directly in your WooCommerce store.

Best Practices for WooCommerce Email Marketing

To get the most out of your WooCommerce email marketing efforts with MailOptin, keep the following best practices in mind:

Segment Your Audience: Avoid sending the same message to every customer. Use MailOptin’s targeting features to segment your audience. This ensures your emails are relevant and more likely to drive engagement.

Keep Subject Lines Clear and Compelling: Your subject line is the first thing your customer sees. Make it attention-grabbing but clear. Consider adding urgency, discounts, or benefits to encourage opens.

Time Your Emails Strategically: Schedule your campaigns when your customers are most likely to engage. This could be weekday mornings for updates or evenings for promotions. Use MailOptin’s scheduling features to automate this.

Always include a Clear CTA: Every email should have a goal. Whether purchasing, reading a blog post, or redeeming a coupon, include a visible and compelling CTA.

Stay Compliant: Include unsubscribe links and respect customer preferences. This keeps your list healthy and maintains your brand’s trust.

By following these practices, you can build stronger customer relationships, drive more sales, and get the best results from your WooCommerce email marketing strategy.

That’s how to set up WooCommerce email marketing on your site!

Email marketing is more than just sending messages. It’s about building relationships, increasing retention, and driving consistent revenue. And with MailOptin, turning your WooCommerce store into a conversion-driving machine is simple and effective.

In this guide, you’ve learned how to send new product notifications, automate recurring product update campaigns, and display optin forms and targeted call-to-actions throughout your WooCommerce store.

Whether you’re sending newsletters to past customers, showcasing timely offers on the checkout page, or scheduling product digests, MailOptin provides all the features you need to stay connected with your audience and boost sales.

Get the MailOptin plugin today to improve your WooCommerce email marketing efforts.