MailPoet Action

This guide shows you how to automatically add a new subscriber to MailPoet, or update an existing one, from a Zaplane workflow. For example, you can subscribe a customer to your newsletter whenever they purchase a product. MailPoet runs inside WordPress, so there is no API key or connection to set up. It takes about three minutes and needs no code.

Before you begin: make sure the Zaplane and MailPoet plugins are installed and active, and that you have a workflow with a trigger already added. This guide uses a Product Purchased trigger as the example, but any trigger works.

Step 1: Create a Workflow

Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.

Before adding a MailPoet action, you need to set up a trigger first. Here is how to do it quickly:

Click Select an app under the Trigger box, then choose Apps.

Search for and select your trigger app — in this example, we are using StoreEngine.

Choose the Trigger Type that matches the event you want to watch for, then click Continue.

On the Configure tab, set up any required options, then click Continue.

On the Test tab, click Test Trigger to confirm it is working correctly, then click Save.

Once your trigger is saved, proceed to the next step to add the MailPoet action.

Step 2: Add an action

Open your workflow in Zaplane → Workflows. Click the + button next to your trigger. The Add Action panel opens on the right. Choose Apps and click Continue.

Step 3: Choose MailPoet

Scroll through the app list, select MailPoet, and click Continue.

Step 4: Select the action type

Open the Action Type dropdown and pick Add or Update Subscriber. Click Continue.

MailPoet has more actions you can use in other workflows. Scroll the list to see them all, including Subscribe to Lists, Unsubscribe from Lists, Unsubscribe Globally, Add Tag to Subscriber, Remove Tag from Subscriber, and Create List.

Step 5: Configure the subscriber

On the Configure tab, fill in the subscriber’s details:

Email Address (required): the subscriber’s email. You can type an address, or insert one from your trigger, for example {{trigger.email}}.

First Name and Last Name: the subscriber’s name.

Lists: choose the MailPoet list or lists to add the subscriber to.

Tags: add tags to the subscriber.

Custom Fields: click Add Row, then enter a Field and a Value for each custom field you want to fill in.

Send Confirmation Email: scroll down to see this option and choose whether MailPoet sends a confirmation email.

In most fields, type @ to insert dynamic data from earlier steps, such as the buyer’s name or email. Scroll the panel to see every option, then click Continue.

Step 6: Test the action

Open the Test tab and click Test Action. Check your MailPoet subscribers list to confirm the subscriber was added or updated, then click Save.

Heads up: testing runs the action for real, so it can add or change a real subscriber in MailPoet. Use a test email address if you do not want to affect your live list.

Step 7: Save and activate your workflow

Your workflow now shows your trigger followed by an Upsert Subscriber (MailPoet) action. Before you finish:

Make sure the status shows Active.

Click Update in the top-right corner to save your workflow.

Use Test Flow Once to run the whole workflow manually.

Use Logs to review past runs.

What’s next?

Click the + button after the action to add more steps, such as sending a welcome email or notifying your team on Slack.

Troubleshooting

MailPoet not in the app list? Check that the MailPoet plugin is installed and active.

Subscriber not created? Make sure the Email Address is filled in and is a valid address.

Subscriber not on the right list? Check the Lists field in Step 4.

Workflow not running? Confirm the status is Active and that you clicked Update after your last change.

Need to review runs? Click Logs in the workflow editor, or open Zaplane → Logs.