Announcing: Jetpack CRM + MailPoet
Published on December 14, 2022
In our latest release users will get access to MailPoet Sync, a module for Jetpack CRM. Lots of users have asked us for a MailPoet extension, and ever since MailPoet joined WooCommerce we’ve been keen to deliver. We’ve now released the integration as a (Free) core module!
See the MailPoet Sync feature page
Initial Release Features:
MailPoet sync lets you synchronise MailPoet subscribers into CRM contacts. The CRM module does this automatically, but it also comes with a lot of helpful features that make using MailPoet alongside Jetpack CRM really effective.
Below we’ll summarise the key features, but your best bet is to download Jetpack CRM or update your plugin to at least v5.5 and try it! Both MailPoet and Jetpack CRM’s core offerings are free, so it costs nothing to try them out.
Sync Subscribers from MailPoet -> CRM (automatically).
When you’ve gone to the effort of generating a mailing list, it’s a great idea to get extra utility out of that business asset. Importing all of these subscribers into a CRM just makes sense.
With Jetpack CRM and MailPoet you can automatically import MailPoet subscribers, including list and tag information. This allows you to add a meta data layer to your Subscribers/Contacts; powering up your ability to improve your customer communication. Pair this with WooCommerce, for example, and it means you can really refine your sales flow.
MailPoet CRM Segments
MailPoet has a powerful segment builder, but with Jetpack CRM you can supercharge your segmentation. Included in the initial release are new segment conditions specifically for MailPoet imported contacts. This means you can use the CRM-grade segment conditions combined with MailPoet attributes to really dial in your segments. Then act on them!
(Best used with our Advanced Segments extension.)
Export CRM Segments into MailPoet
We couldn’t miss the opportunity to have a CRM -> MailPoet workflow; so many of you have asked for a way to make segments in core CRM contacts, then use those segments to send out mail campaigns. You can, of course, do this with our Mail Campaigns extension, but for lots of you, MailPoet has been a great solution too.
With this feature, you can easily export any CRM segment into a MailPoet Subscriber List, then send them all a broadcast via MailPoet’s great newsletter creation wizard.
Sync Hub, External Source, List filter, and System Assistant job
Beyond the basic nuts and bolts of synchronising Subscribers and exporting Contacts we’ve added extra features wherever we’ve felt they make sense for our CRM+MailPoet users. We added a Sync Hub (to make sure it’s clear what’s happening with your data), we use our External Source system, so it’s easy to see where contacts have come from, or segment them that way. And much more!
If you’re new to MailPoet or Jetpack CRM, we thoroughly recommend you try them out today – it’s free to get started!
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