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Documentation and Tutorials for your BestWebSoft products

User Guide Sender Plugin

Sender

User Guide

Sender

1.3.3 *

WordPress

5.7 *

*When using other versions some differences are possible to occur

** Screenshots were taken from a PC

Table of Contents

1. Introduction

2.1. Send From

2.2. Sending Method

2.3. HTML Format

2.4. Frequency

2.5. Attempts

2.6. Automatic Mailout when Publishing a New Post

3. Miscellaneous Settings

3.1. Sender Slug

3.2. Send Email with Confirmation

3.3. Editors Access

3.4. Track Usage

3.5. Restore Settings

4. License key

4.1. Sender Pro License

4.2. Check License Key

4.3. Manage License Settings

5. Letters

5.1. Add New

5.1.1. Subject

5.1.2. Select Letter Template

5.1.3. Select Additional Fonts

5.1.4. Letter Content

5.1.5. Create Campaign

5.1.6. Send Test Massage

6. Campaigns

6.1. Add New

6.1.1. Select Necessary Letter

6.1.2. Select Mailing List

6.1.3. Select Content For "From" Field

6.1.4. Select Letter Priority

6.1.5. Sending Time

6.2. Campaigns Table

7. Lists

7.1. Add New

7.1.1. Title

7.1.2. Edit List of Subscribers

7.2. Mailing Lists Table

8. Templates

8.1. Add New

8.1.1. Title

8.1.2. Select Letter Template

8.1.3. Select Additional Fonts

8.1.4. Template Content

8.2. Templates Table

9. Priorities

10. Subscriber Plugin Usage

You can download Sender Plugin here:

https://bestwebsoft.com/products/wordpress/plugins/sender/

1. Introduction

Note: Сlick the “Save Changes” button in order to apply any changes.

1.1. Open your WordPress Admin Dashboard and find the menu on the left.

1.2. Open the ”Sender” > “Settings” page.

2. Settings

Use the options of the “Settings” page to change the global settings of the plugin.

2.1. Send From

Use the “Send from” option to customize the appearance of the “From” field of your letters.

2.1.1. Enter the name and email that will appear in the “From” field in your letters.

2.2. Sending Method

Use the “Sending Method” option to choose the mail sending method for your letters.

2.2.1. Choose the “WP-mail” to use the wp_mail function for mailing.

2.2.2. Choose the “Mail” to use the PHP mail function for mailing.

2.3. HTML Format

Enable the “HTML Format” option to send emails in HTML format.

2.4. Frequency

Use the “Frequency” option to set the number of letters sent for a certain period of time.

Note: Make sure that this number is smaller than the max allowed number allowed by your hosting provider.

This counter shows only the number of messages that will be sent by the Sender Pro plugin and does not show the total number of outgoing messages from your site.

2.4.1. Set the number of letters and minutes in the appropriate boxes. The total number of letters will be calculated below the boxes.

2.5. Attempts

Use the “Attempts” option to set the maximum number of mail sending attempts per user.

2.5.1. Set the necessary number of attempts in the appropriate box.

2.6. Automatic Mailout when Publishing a New Post

Use the “Automatic Mailout when Publishing a New Post” option to make the settings to the mailout when publishing a new post.

2.6.1. Choose a mailing list from the dropdown menu.

2.6.2. Choose a letter list from the dropdown menu.

2.6.3. Select the mailout priority from the dropdown menu.

Note: Less number - higher priority

3. Miscellaneous Settings

Use the “Miscellaneous Settings” tab, to make the settings regarding to the “Misc” tab options.

3.1. Sender Slug

Use the “Sender Slug” option to customize the slug that will be displayed in the browser view.

3.1.1. Enter a custom slug in the appropriate field.

3.1.2. The custom sender slug may look on the URL as follows.

3.2. Send Email with Confirmation

Enable the “Send Email with Confirmation” option to send an email that will confirm message delivery.

Note: This function may not work on all mail servers.

3.3. Editors Access

Enable the “Editors Access” option to provide access for Editors to create letter templates, letters and send test letters.

Note: If you want to create another role with special capabilities - download User Role Pro by BestWebSoft

3.4. Track Usage

Enable the “Track Usage” option to allow tracking plugin usage anonymously.

3.5. Restore Settings

Click the “Restore Settings button to reset all the settings made previously and revert them to the default ones.

4. License key

Use the “License Key” tab to activate or check the Pro plugin license.

4.1. Sender Pro License

After a successful plugin purchase, you will receive an email notification with a download link and a license key. Activate Pro license by pasting a license key into the “Sender Pro License” field and clicking the “Save Changes” button.

4.2. Check License Key

To check the license key, click the “Check license key” button. If the entered key is correct, the notification “The license key is valid. Your license will expire on XXXX-XX-XX” will be displayed in the upper left corner of the page.

4.3. Manage License Settings

Use the “Manage License Settings” option to change your license settings. Click the “Login to Client Area” button to open your personal Client Area dashboard located on the https://bestwebsoft.com/ website. Browse and download purchased products, change the license domain and copy the license keys.

5. Letters

Use the “Letters” page to add, edit or delete created letters from the list.

5.1. Add New

Click the “Add New” button to open the “Add New Letter” page and start creating a new letter.

5.1.1. Subject

Use the “Subject” field to enter the necessary subject for the adding letter.

5.1.2. Select Letter Template

Use the “Select Letter Template” block to choose the template for the letter. Select one of the three default templates or create a custom one “Templates” page. To add a template to the letter content select the template and click the “Load Additional Data” button.

5.1.2.1. One column template may look in the email message as follows.

5.1.2.2. Two Column template with text below the Image may look in the email message as follows.

5.1.2.3. Two Column template with text content beside the image may look in the email message as follows.

5.1.3. Select Additional Fonts

Use the “Select additional fonts” block to enable the fonts that will be used in the letter.

Note: In order to use the necessary fonts you need:

1. Select the desired font (or multiple fonts), and click on the "Load Additional Data" button.

2. Click on the "Text" tab in the content editor

3. Find a necessary HTML-element and edit when using the attribute "style" and CSS-property "font-family" as in the example

Example: <span style="font-family: 'Open Sans';">Lorem ipsum set amet</span>

5.1.3.1. To undo the additional fonts selection click the “Reset Fonts” button.

5.1.4. Letter Content

Use the “Letter Content” block to add all necessary information and media to the letter.

Note: You can use the following shortcodes in the letter:

{site_url} - Site URL.

{site_name} - Site name.

{user_email} - User e-mail.

{user_name} - User name.

{new_post_title} - New post title - only for automatic mailout when publishing a new post.

{new_post_link} - Link to new post - only for automatic mailout when publishing a new post.

{profile_page} - Link to profile page of current user.

{unsubscribe_link="text"} - Link to unsubscribe user from mailout.

{subscribe_link="text"} - Link to subscribe user.

{view_in_browser_link="text"}  - Link to view letter in a new browser tab.

text - Some text which will be displayed as link.

5.1.4.1. Click on the left mouse button on the necessary place of the content block and then click the “Add Media” button to upload images to the letter.

5.1.4.2. The image added to the letter may look as follows.

5.1.4.3. To make changes to the content in the visual mode select the “Visual” tab.

5.1.4.4. To make changes to the content in the text mode select the “Text” tab.

5.1.5. Create Campaign

Click the “Create Campaign” button to display additional settings and configure the mailout data.

5.1.5.1. Use the “Select mailing list” option to enable the necessary user groups that will receive a letter.

5.1.5.2. Use the “Select content for "From" field” option to choose the name and email for “From” fields in the letter.

5.1.5.3. Choose the “use plugin settings” to use the name and e-mail which are used on the plugin’s “Settings” page.

5.1.5.4. Choose the “use custom settings” to enter the custom name and email to the appropriate fields.

5.1.5.5. Use the “Select letter priority” option to set the priority of the letter.

5.1.5.6. Use the “Sending Time” option to choose the time that the mailout will start.

5.1.5.7. Choose the “indefinitely” to plan the mailout and not start it immediately.

5.1.5.8. Choose the “immediately” to start mailout immediately. Letters will be sent within one day.

5.1.5.9. Choose the “with the specified time” to set the necessary time of mailout start.

5.1.5.10. Click the “Create Campaign” button to start the campaign or save it to the campaigns list, depending on what is chosen in the “Sending Time” option.

5.1.6. Send Test Massage

Click the “Send Test Massage” to make the appropriate action and receive a test letter with the content of the added letter.

5.1.6.1. Click the “Update Letter” button or “Save as New” button to save changes and make the appropriate action.

6. Campaigns

Use the “Campaign” page to add new and manage existing mailouts.

6.1. Add New

Click the “Add New” button in order to create a new campaign.

6.1.1. Select Necessary Letter

Use the “Select necessary letter” option to choose the mailout letter that you created on the “Letters” page.

6.1.2. Select Mailing List

Use the “Select mailing list” option to enable the necessary user groups that will receive a letter.

6.1.3. Select Content For "From" Field

Use the “Select content for "From" field” option to choose the name and email for “From” fields in the letter.

6.1.3.1. Choose the “use plugin settings” to use the name and e-mail which are used on the plugin’s “Settings” page.

6.1.3.2. Choose the “use custom settings” to enter the custom name and email to the appropriate fields.

6.1.4. Select Letter Priority

Use the “Select letter priority” option to set the priority of the letter.

6.1.5. Sending Time

Use the “Sending Time” option to choose the time that the mailout will start.

6.1.5.1. Choose the “indefinitely” to plan the mailout and not start it immediately.

6.1.5.2. Choose the “immediately” to start mailout immediately. Letters will be sent within one day.

6.1.5.3. Choose the “with the specified time” to set the necessary time of mailout start.

6.1.5.4. Click the “Save Campaign” button to start the campaign or save it to the campaigns list, depending on what is chosen in the “Sending Time” option.

6.2. Campaigns Table

Use the “Campaigns” table to manage created mailouts.

6.2.1. Use the campaigns table tabs to switch between campaigns with different statuses.

6.2.2. Use the “Search” field to find the necessary campaign from the table.

6.2.3. Use the “Bulk actions” to apply the necessary action to the multiple campaigns.

6.2.4. To edit the campaign hover the cursor on its title and click the “Edit Mailout Data” button.

6.2.5. Make the necessary changes and click the “Update Mailout” button.

6.2.6. To start the campaign hover the cursor on its title and click the “Start Mailout” button.

6.2.7. The notification that the mailout has been started will appear at the top of the page.

6.2.8. Click the “Show Report” button to view the report of the mailout with the delivery status, views, and tries. Received and view count is also visible on the main table.

6.2.9. Click the “Hide Mailout” button to make the appropriate action.

6.2.10. Click the “View Mailout Data“ after starting a mailout to show the settings of the mailout.

Note: You can’t change any settings after the mailout will start.

6.2.11. Click the “Stop Mailout” after starting a mailout to cancel a mailout.

6.2.12. Click the “Trash Mailout” button to move a mailout to the “Trash” tab of the table.

6.2.13. Click the “Restore Mailout” button on the “Trash” tab to move the mailout out of trash.

6.2.14. Click the “Delete Permanently” button on the “Trash” tab to erase the mailout from table completely.

7. Lists

Use the “Lists” page to add new and manage existing mailing lists.

7.1. Add New

Click the “Add New” button in order to create a new mailing list.

7.1.1. Title

Enter the necessary title for the list in the appropriate field.

7.1.2. User Roles

Use the “User Role” option to enable the necessary user roles that will be included in the new mailing list.

7.1.3. Custom Email Addresses

Use the “Custom Email Addresses” option to add custom emails to the list enter a comma-separated email address into the appropriate field.

7.1.3.1. Click the “Save” button to save changes.

7.2. Lists Table

Use the “Lists” table to add and manage lists of users for mailouts.

7.2.1. Use the “Search” field to find the necessary list from the table.

7.2.2. Use the “Bulk actions” to move to trash the multiple mailing lists.

7.2.3. Click the “Edit” button to make changes to the necessary mailing list.

7.2.4. Click the “Duplicate” button to copy the necessary mailing list.

7.2.5. Click the “Trash” button to move the necessary mailing list to the trash tab.

7.2.6. Click the “Restore” button to move the necessary mailing list out of the trash tab.

7.2.7. Click the “Delete Permanently” button to erase the mailing list from the table.

8. Templates

Use the “Templates” page to add new and edit existing templates.

8.1. Add New

Click the “Add New” button in order to create a new template.

8.1.1. Title

Use the “Enter title here” field to enter the necessary title of the new template.

8.1.2. Select Letter Template

Use the “Select Letter Template” block to choose the default template for customization. To add a template to the template content select the template and click the “Load Additional Data” button.

8.1.3. Select Additional Fonts

Use the “Select additional fonts” block to enable the fonts that will be used in the template.

Note: In order to use the necessary fonts you need:

1. Select the desired font (or multiple fonts), and click on the "Load Additional Data" button.

2. Click on the "Text" tab in the content editor

3. Find a necessary HTML-element and edit when using the attribute "style" and CSS-property "font-family" as in the example

Example: <span style="font-family: 'Open Sans';">Lorem ipsum set amet</span>

8.1.3.1. To undo the additional fonts selection click the “Reset Fonts” button.

8.1.4. Template Content

Use the “Template Content” block to customize the appearance and add all necessary information and media to the template.

Note: You can use the following shortcodes in the letter:

{site_url} - Site URL.

{site_name} - Site name.

{user_email} - User email.

{user_name} - User name.

{new_post_title} - New post title - only for automatic mailout when publishing a new post.

{new_post_link} - Link to new post - only for automatic mailout when publishing a new post.

{profile_page} - Link to profile page of current user.

{unsubscribe_link="text"} - Link to unsubscribe user from mailout.

{subscribe_link="text"} - Link to subscribe user.

{view_in_browser_link="text"}  - Link to view letter in a new browser tab.

text - Some text which will be displayed as a link.

8.1.4.1. Click on the left mouse button on the necessary place of the content block and then click the “Add Media” button to upload images to the template.

8.1.4.2. The image added to the template may look as follows.

8.1.4.3. To make changes to the content in the visual mode select the “Visual” tab.

8.1.4.4. To make changes to the content in the text mode select the “Text” tab.

8.1.4.5. Click the “Save template” button to save a new template.

8.2. Templates Table

Use the “Templates Table” table to add and manage templates.

8.2.1. Use the templates table tabs to switch between templates with different statuses.

8.2.2. Use the “Search” field to find the necessary template from the table.

8.2.3. Use the “Bulk actions” to apply the necessary action to the multiple templates.

8.2.4. To edit the template hover the cursor on its title and click the “Edit” button.

Note: If you edit the default template it can be saved only as new.

8.2.5. Make the necessary changes and click the “Save template” or “Save as new” button.

8.2.6. Click the “Trash” button to move a template to the “Trash” tab of the table.

8.2.7. Click the “Restore” button on the “Trash” tab to move the template out of the trash.

8.2.8. Click the “Delete Permanently” button on the “Trash” tab to erase the template from the table completely.

9. Priorities

Use the “Priorities” page to add new and edit existing priorities.

9.1. Click the “Add New” button in order to create a new priority.

9.2. Enter the priority “Title”, priority “Number” into the appropriate fields, and click the “Save” button.

Note: The lower the number, the higher the priority.

9.3. New priority will be displayed in the “Priorities” table.

9.4. Use the “Search” field to find the necessary priority from the table.

9.5. Use the “Bulk actions” to move to trash the multiple priorities.

9.6. Click the “Edit” button to make changes to the necessary priority.

9.7. Make the necessary changes and click the “Update” button or click the “Close without saving” button to undo changes and exit from the “Edit” mode.

9.8. Click the “Trash” button to move the necessary priority to the trash tab.

9.9. Click the “Restore” button to move the necessary priority out of the trash tab.

9.10. Click the “Delete Permanently” button to erase the priority from the table.

10. Subscriber Plugin Usage

Sender by BestWebSoft is compatible with “Subscriber by BestWebSoft” plugin. You can create separate mailouts to “Mail Subscribers” when the Subscriber plugin is installed.

You can download the Subscriber plugin here:

https://bestwebsoft.com/products/wordpress/plugins/subscriber/

10.1. After the successful installation and configuration of the Subscriber plugin add the subscribe form to the necessary place of your website. Open the “Subscriber” > “Settings” page and copy the shortcode from the “Subscriber Shortcode” section.

10.2. Open the post or page where you want to add the subscribe form, paste previously copied shortcode to the necessary place of the post or page, and click the “Update” button.

10.3. After updating the page or post, subscribe from may look as follows.

10.4. Users who became subscribers through the subscribe form will be displayed on the “Subscriber” > “Subscribers” page. These users also will have the “Mail Subscriber” user role.

10.5. Open the “Sender” > “Lists” page and click the “Add New” page or open the existing one in the “Edit” mode.

10.6. Enter the title for the list, enable “Mail Subscriber” and click the “Save list” button.

10.7. After the actions above, you can enable the mailing list with mail subscribers, while creating a new campaign.

Thank you!

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