EmailBuddy

EmailBuddy Basics

EmailBuddy Groups

Groups are used to store subscribers information. Then you can use EmailBuddy to easily a mass email to everyone in that group. Since you can create multiple groups of email subscribers you can create more specific emails that you only send to certain groups.

EmailBuddy Events

Events are similar to groups since they are another way to store email subscribers. But events have the ability to schedule a date and time for when an event is going to happen. Since it is an event EmailBuddy has a feature that allows you to schedule email reminders that occur a set amount of time before the time that the event is scheduled for. The reminder emails can be scheduled for anywhere from an hour before the event to years before the event. Events allow for scheduling up to three reminders per event.

EmailBuddy Messages

EmailBuddy has a built in system that allows you to easily create text-based emails. This system has a feature that allows you to access a list of predefined variables that you can easily add to your emails. Here is a list of those variables:

  • User's email address. {email_address}
  • Date and time when a message is sent. {datetime}
  • URL to this site. {siteurl}
  • Unsubscribe link. {unsubscribe}
  • Name of the blog. {blogname}
  • The subject of the email. {title}
  • Custom field* Name. {custom_name}

The text wrapped in {} above are what will be added to the email then later will be changed to the variable that it is supposed to reference.

Subscription Forms

The subscription forms allow users to easily subscribe to your email newsletter. EmailBuddy adds the ability to add email subscription forms to posts, pages, and widgets.

Adding a Subscription Form to a Post or Page

When the EmailBuddy plugin is activated on your site it adds a shortcode button to the posts and page editors.

If you want to add an email subscription form to a post or page all you have to do is click that button and a popup form will ask for all of the information needed to customize that form.

Here is a list of the different form fields and the details for what each field is asking for.

  • List to subscribe to - This is a drop-down option that has a list of groups and events to choose which list the subscription form will add the subscribers to.
  • Submit button text - Set what the text on the submit button says.
  • Confirmation text or redirect URL - This option allows you to set what the confirmation message is when a visitor submits a subscription form.
  • Input form text (optional) - This text will be the default text in the input box that asks for the visitor's email.
  • Custom form inputs(Your Name) - If this box is checked then the submission form will add a field asking for the subscriber's name.

Shortcode Format Example: [emailbuddy type="event" list="0" button="Subscribe" confirmation="Thank you for subscribing!" ]

Adding a Subscription Form to a Widget Area

Navigate to the Widgets area under Appearance in the WordPress Admin area. Drag the EmailBuddy widget into the widget area that you would like for it to display in and fill out the form with the information for the subscription form that you would like to add. A description of information that should be added to the form fields is provided in the adding a subscription form to a post or page section above.

EmailBuddy Integration with Exchange

EmailBuddy can be integrated with iThemes Exchange.

When a customer makes a purchase on your e-commerce site, you can include a checkbox for them to sign up for your emails.

Integrating Exchange with EmailBuddy is very simple. If you haven't done so already, you'll want to go into EmailBuddy > Groups and create a group.

Once you have a group, you'll go into EmailBuddy Settings and find the iThemes Exchange Settings section (at the bottom of the settings area, just before the EmailBuddy Style Manager).

Check the box to the right of the Enable Exchange Subscription To Lists option.

This enables EmailBuddy to collect email addresses when users register on your site and give you some options. The first option is whether or not the checkbox for the customer to sign up for your email is checked by default or not. Next, you can select which list (or group) the customer will be added to. Lastly, you can determine what the label for your checkbox will read.

EmailBuddy Tools

The tools in EmailBuddy have been designed to try and help with any challenges with operating a newsletter system. The tools section of EmailBuddy has four different tabs Emailing, Import Emails, Export Emails, and Scheduled Activity.

Email Tools

This section of the tools is meant to help with any troubleshooting emails.

  • Email Queue - The queue will show if there are any emails that are currently queued up to be sent but haven't been sent yet. There are two buttons, "Force Send Queue Now" and "Clear Queue", that will allow you to manually control the queued emails.
  • Send Test Message - This feature allows for sending a test email to any email address that you specify so that you can easily test if emailing is working correctly.
  • Unsubscribe User from All Lists - Using this feature will unsubscribe a user from all groups and events.

Import Emails

This tool allows you to import email addresses by adding one at a time by using the text input box or by importing a text file that is a list of email addresses. If you are importing a text file that is a list of emails it is important to only put one email address per line in order for the email addresses to be imported correctly.

Export Emails

This tool adds the ability to create a list of all of your subscriber's email addresses and write them to a text file that can be downloaded.

Scheduled Activity

The scheduled activity tool lists the different tasks that have been scheduled by EmailBuddy and gives an array of information for each task.

Customize EmailBuddy

Classes

  • emailbuddy_pretext
  • emailbuddy_posttext

Bigger Text Before And After Form Widget Fields

The EmailBuddy Widget comes with the TEXT BEFORE FORM field and the TEXT AFTER FORM field, both of which allow you to enter any custom text in those fields.

You can customize the space allotted to you in those fields by following the tip offered by our very own customer Jim

Thanks, Jim! :)

DB Language Fix

The bugfix for emailbuddy will not be able to go in and fix existing tables, in short, it will only help with new installs, or if the user drops all of their emailbuddy tables and recreates them(deactivate plugin, drop tables, reactivate), so for those customers that already have an issue we will need to give them instructions on going into either cmd line or phpMyAdmin and running these alter statements for MySQL to update existing tables. Please remember to remind the customer to update any and all data before they do this just to be safe

ALTER TABLE `wp_ebud_events` CONVERT TO CHARACTER SET utf8 COLLATE utf8_unicode_ci; ALTER TABLE `wp_ebud_groups` CONVERT TO CHARACTER SET utf8 COLLATE utf8_unicode_ci; ALTER TABLE `wp_ebud_messages` CONVERT TO CHARACTER SET utf8 COLLATE utf8_unicode_ci; ALTER TABLE `wp_ebud_queue` CONVERT TO CHARACTER SET utf8 COLLATE utf8_unicode_ci; ALTER TABLE `wp_ebud_subscribers` CONVERT TO CHARACTER SET utf8 COLLATE utf8_unicode_ci; ALTER TABLE `wp_ebud_subscriptions` CONVERT TO CHARACTER SET utf8 COLLATE utf8_unicode_ci;

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