The Optimizely Campaign Plugin for WordPress and WooCommerce
Basics
Overview
WordPress is a web content management system. With the Optimizely Campaign plugin for WordPress, you can ensure that WordPress uses Optimizely Campaign for sending emails. You can choose whether this applies to all emails or only to certain types of emails. The plugin can also be combined with other WordPress plugins that send emails. For example, the WooCommerce shop plugin is supported in order to handle the email traffic of an online shop via Optimizely Campaign.
Installing the Plugin for Optimizely Campaign
Context: You receive the Plugin as a .zip file from Optimizely support.
Prerequisites: The plugin file is stored on your local system. You are logged in in the WordPress administration interface.
- In the menu on the left, click Plugins
- Next to the page title Plugins, click Add New Plugin.
- Next to the page title Add Plugin, click Upload Plugin.
- Click Choose File.
- Select the .zip file on your local system and upload it.
- Click Install Now. → The plugin is being installed.
The Newsletter Registration Form
Visitors to your WordPress website can register for your email marketing via a form. This form is predefined in the plugin and can be inserted on any of your pages. All you have to do is enter the following line in the WordPress editor:
[optimizely_newsletter]When the page is displayed for visitors, the registration form appears instead of this text.
Configuration
Overview
The configuration of the plugin is embedded in the WordPress administration interface and divided into five tabs.
Calling up the configuration
Prerequisites: You are logged in in the WordPress administration interface.
- In the menu on the left, click Optimizely Campaign → You see the plugin's configuration menu.
Mail Settings
In the Tab Mail Settings, you see two configurations:
- The Optimizely Mail Configuration serves to send email via Optimizely Campaign's SMTP API. When configured correctly, it is automatically used.
- The Default Mail Configuraton is used, if the Optimizely Mail Configuration ist not configured. In this case, emails are sent directly from WordPress.
You need an Optimizely Campaign SMTP client to use the SMTP API. This client is already predefined in your plugin, so you do not need to specify it in the configuration. If you do not yet have an SMTP client, please contact customer support. You can find more information on using the SMTP API in the section What you need to do in your System in the Optimizely Campaign developer documentation.
If you want to use your own domain for sending emails with Optimizely Campaign, you must set up a DNS-Delegation.
If your SMTP client is set up, complete the fields in the Email settings tab as follows:
- SMTP Username: You get this from support.
- SMTP Password: You get this from support.
- SMTP Port: You get this from support.
- From Email: Must be the same as configured in your SMTP client.
- From Name: Must be the same as configured in your SMTP client.
Newsletter Settings
In this tab, you configure how new recipients are registered to receive emails. Once a new recipient has registered via the newsletter registration form, they must go through an opt-in process so that you can carry out legally compliant email marketing. Three settings are required for this:
- An Authorization Code for connecting to Optimizely Campaign. You get this from support.
- An Opt-in ID, to start a specific opt-in process for new recipients. You can find opt-in IDs in Optimizely Campaign under Administration > API Overview in the Tab Opt-in Processes.
- A field mapping to match the form fields to the fields in the recipient list (see below).
Defining a field mapping
Context: The fields in the newsletter registration form must be mapped to your recipient list fields in Campaign.
Prerequisites: You see the tab Newsletter Settings.
- In the table of fields, checkmark a form field you want to map to your recipient list.
- In the column Recipient List Internal Field Name, enter the corresponding field name from the recipient list.
- Repeat steps 1 and 2 for all fields you want to use.
- Click Save Newsletter Settings.
WP Core Settings
This tab lists events that trigger an email to be sent in WordPress. For each event type, you can select whether the email should be sent via Optimizely Campaign. If a tick is set, the email will be sent via Optimizely Campaign, otherwise it will be sent directly from WordPress.
Editing the WP Core Settings
Prerequisites: You see the tab WP Core Settings.
- Tick the desired boxes.
- Below the list, click Save WP Core Event Settings.
WooCommerce Settings
This tab lists events that trigger an email dispatch in WooCommerce. For each event type, you can select whether the email should be sent via Optimizely Campaign. If a tick is set, the email is sent via Optimizely Campaign, otherwise it is sent directly from WordPress.
Editing the WooCommerce Settings
Prerequisites: You see the tab WooCommerce Settings.
- Tick the desired boxes.
- Below the list, click Save WooCommerce Event Settings.
Other Settings
In this tab, you can select how emails are to be sent for other plugins. If a tick is set, emails from the corresponding plugin are sent via Optimizely Campaign.
Editing Other Settings
Prerequisites: You see the tab Other Settings.
- Tick the desired boxes.
- Below the list, click Save Other Event Settings.