How to Create a WordPress Newsletter Campaign? - Complete Guide

Editorial Team
May 30, 2022
How to Create a WordPress Newsletter Campaign? - Complete Guide

Are you looking to build a WordPress newsletter campaign to engage with your leads and ramp up your sales?

Sending out regular newsletters helps you stay in touch with your subscribers.

An engaging newsletter can redirect organic traffic to your website and increase the discoverability of your products.

This post will teach you how to create a beautiful newsletter that converts using drag-and-drop-based content blocks. Before that, you'll learn how to create an aesthetically designed opt-in page to capture leads you can nurture through the newsletter.

Let's get started.

Are WordPress Newsletters Effective? Do You Really Need One?

Are WordPress Campaigns Really Effective?

Newsletter campaigns are incredibly effective in promoting your products and content.

A well-timed campaign can work wonders for your business.

You can schedule a newsletter for every alternate day or maybe once a week.

This schedule will build curiosity among your subscribers, and they will look forward to reading your newsletters.

Every marketer knows that email marketing has the highest ROI (an ROI of $42 on every $1 spent), and 40% of B2B marketers stated that newsletters are an important part of their content marketing plan.

Here are some more insights:

  • 81% of content marketers said that email newsletters are their most-used mode of content marketing (Content Marketing Institute, 2020)
  • 1 out of 3 B2B marketers agree that newsletters are the most effective way to nurture leads (Content Marketing Institute, 2020)
  • Vox reported that their newsletter recipients spend an average of 1 minute and 50 seconds on their website, compared to just 40 seconds of Facebook visitors.
  • Washington Post’s newsletter has an average open rate of 30%

You can set up newsletter email campaigns to send out an email once a week or a month.

The purpose of the newsletter campaign might be to interact with your leads, promote your new products, roll out an update, or create a buzz about an upcoming sale.

So, in a nutshell, newsletter email campaigns ARE effective if done the right way.

And, YES, you do need to include newsletters in your marketing strategy.

If you are planning a sale for an upcoming festival, let's say Easter, then a WordPress newsletter campaign can be a highly effective marketing tactic.

But, before that, you do need to have an email list filled with quality leads to send the newsletters to, right?

So, let’s learn how to capture high-quality leads easily.

Part 1: Capturing the Leads

To run a successful WordPress newsletter email campaign, you first need to collect high-quality leads with the help of an opt-in page.

You can drive organic visitors to this page with a blog, paid traffic with Facebook/Instagram/Google Ads, or influencer marketing.

Once these visitors land on your opt-in page, you can collect the lead information with an inline form or a pop-up form.

An opt-in form is just the beginning of an effective lead generation sales funnel, but if done correctly, it can help you skyrocket your business and build a successful brand.

WooFunnels can help you set up your opt-in form in 5 simple steps.

If you prefer watching a video, then do watch this video to create your fantastic opt-in form.

1. Install the WooFunnels plug-in and start creating your opt-in page

You can install the WooFunnels plug-in and navigate to the Funnels section.

Build Optin Form - Step 1

2. Add a New Funnel

Once you are in the Funnels section, click on Add New, and name your new funnel.

3. Choose an Opt-in Page Template

Now, you have to choose the template for your landing page. You can choose either an inline form or a pop-up form. 

An inline form allows the visitor to fill in their information right away, and a pop-up form has a CTA button that opens up a pop-up (form) to collect information.

You can also choose from multiple page builders we have: Elementor, Divi, Gutenberg, and more.

Now, just click on Import and import the template that you want.

4. Customize the Opt-in Page

Now, the most fun step, customize the page as you like.

You can drag and drop any elements you want, change fonts, add logos, images, and videos, or change the complete layout. 

Make it your own.

Customize the Opt-in Page

5. Customize the Opt-in Form

In the Form section of your template, you can customize the fields in your opt-in form. 

You can add/remove any fields, by simply dragging and dropping. You can also rename the fields, or add a new field altogether by clicking Add New Field in the Advanced section.

Customize the Opt-in Form

6. Add an Opt-in Confirmation Page

Just like the thank you pages serve as a powerful promotional opportunity after someone buys from you, an opt-in confirmation page can be a great way to assure your subscribers about your upcoming newsletters.

An opt-in confirmation page is the last step on your funnel and is the perfect place to show gratitude for the order or add crucial details about it.

WooFunnels gives you different templates to set up a perfect opt-in confirmation page.

Add a New Step > Optin Confirmation > Add > Edit > Import > Edit Template

Take a look:

Add an Opt-in Confirmation Page

Part 2: How to Set Up a Newsletter Email Campaign?

Setting up automated email campaigns can be complicated if you’ve not done it before.

Still, the Autonami plug-in simplifies it for you, and its canvas mode enables you to build a simple newsletter campaign in minutes!

1. Install Autonami

First, you need to install the Autonami plug-in in your WordPress dashboard. Once installed, you can find it in the panel on the left-hand side. Navigate to Campaigns > Automation.

2. Tag Your Leads Automatically (Select Event) 

Now, you need to create an event that triggers this automation. This trigger will sync with the opt-in form that you’ve created above.

Go to Campaigns > Automation > Add New

Name your campaign, and click on Add. Here, we have named our automation Friday Newsletter.

In the Workflow tab, you can create a workflow that will be triggered when somebody fills out the opt-in form.

Choose the form and email field to sync this workflow with the opt-in funnel we created above.

Tagging your leads with an automated trigger

3. Tag Leads to Create a Segment

Once you set up the event that triggers your tag automation, you need to assign what tag should be given to those leads who fill up your opt-in form.

With Autonami, you can easily assign tags to your leads.

This tagging will create a separate segment, especially for those leads who filled out the particular opt-in form.

Add Action > Autonami > Add Tags > Name the Tag > Add

Tagging your leads with an automated action

4. Create a New Email Broadcast

Now, you have to go to Broadcasts under the Campaigns menu.

To create a new WordPress newsletter campaign, go to Email Broadcast and click on Add New. Allot a name to the new email broadcast and click Add.

5. Customize Your New Email Broadcast

In four simple steps, you can set up your WordPress newsletter campaign.

In the Contacts tab, you can select which audience you want to broadcast to.

This is why we need to tag our leads. It makes it easier for you to send personalized and relevant emails.

Contacts > Add New Filter > Segment > Tags 

6. Design Your Email

Now, it's time to design your email!

The in-built email automation set-up allows you to customize your recipient field, add a catchy subject line, and an instigating preview text.

Once you have done that, you can choose one of the three options at your convenience.

The drag-and-drop email builder will allow you to enhance your email’s visual element and potentially increase conversions.

In the drag and drop window, you can add more Merge Tags to customize your email and even send a test mail to your own email address.

You can also insert Link Triggers to nurture your leads even better.

Design your email using Autonami's easy to use drag and drop email builder

7. Schedule the WordPress Newsletter

Now that you have set up your newsletter campaign, and topped it off with a beautiful, engaging subject line and an instigating preview, all you need to do now is schedule the newsletter.

You can either Broadcast Now or Schedule for Later.

4 Elements of an Effective Newsletter

Catchy Subject Line and Graphic Visuals

Subject lines are CRUCIAL!

We cannot emphasize enough the importance of a well-crafted subject line. 

Marketing statistics say that an ideal subject line should be between 6 to 10 words.

Once you nail the subject line, you can add some graphic visuals to your email to make it aesthetically pleasing.

Aesthetic emails have better conversion rates than plain text emails, as they grab the recipient’s attention for a longer time and increase the chances of conversions.

With Autonami’s in-built drag-and-drop email builder, you can easily create beautiful emails and send them to your customers.

Autonami's easy-to-use drag and drop email builder

Email Body

Emails are supposed to be short and straightforward.

Instead of brambling, you should be concise in your email body. It is said that an ideal newsletter email should not exceed 200 words.

Your newsletter is not a place to ramble; instead, you should focus on adding value to your customers as concisely as possible.

You can use snappy headlines and trendy jargon to captivate your reader and make them interact with your emails.


According to Epsilon, 80% of consumers are more likely to purchase from a brand that provides personalized experiences. 

Thus, you need to send relevant emails to your customers. If your customer has bought a shirt from your store, your newsletter emails should try to cross-sell trousers or shoes, not some SaaS product.

That might be a bad example, but you get the point, right?

A Strong Call-to-Action

Let’s be honest here; the reason why you are penning and sending out this newsletter is you want something out of it.

And for this, you need to have a strong CTA that incites your reader to take action.

The CTA might be a coupon code, a request to join your Facebook group or register for an upcoming webinar.

Look at the example below.

how to design a beautiful newsletter template with a strong CTA

Are You Ready to Start Your WordPress Newsletter Email Campaign?

Whether you want to put the word out about your new products or share the latest trends hogging the limelight, a WordPress newsletter campaign can be one of the best marketing efforts you make for your business.

Using WooFunnel’s Funnel Builder and Autonami in conjunction can help you capture leads more effectively and broadcast your business using a newsletter email campaign.

Change the colors, typography, and more according to your brand's needs. Write some persuasive copy to convert.

There you go!

Drive organic traffic to your blog or to your store and increase your revenue multifold.

Author: Editorial Team
The Editorial Team at WooFunnels is a passionate group of writers and copy editors. We create well-researched posts on topics such as WordPress automation, sales funnels, online course creation, and more. We aim to deliver content that is interesting and actionable.
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