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Using Wordpress to Display Your Email

Product Team

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This technique provides a method to post email from ONTRAPORT to  WordPress. Clients can subscribe to the WordPress RSS feed for the messages and view past messages as Posts.

The messages can be reserved for "members only" viewing using the PilotPress access restrictions on the Category you use. This method is best for newsletter and announcement style email messages.

Prerequisites

  • Hosted Wordpress site
  • Email address on that domain dedicated to posting email
  • The Postie WordPress Plugin
  • ONTRAPORT account

Configuring an Email Address

  • At your webhost or registrar, create a unique email address (it must be dedicated to this function).
  • For security reasons, use a complex email address such as "wp-post-158002483@your-domain.com"

You will need the following information for configuring Postie. Your webhost or registrar should be able to provide these for you:

  1. Mail Protocol - POP3 or SMTP
  2. Use Transport Layer Security (TLS) - your server may require TLS.
  3. Port - Usually 110, 143, 993 or 995
  4. Mail Server - such as "mail.your-domain.tld" or "smtp.your-domain.tld"
  5. Mail Userid - Usually the email address - how you log into the email
  6. Mail Password - The password for the email account.

Configure Postie

Install and activate the Postie plugin. The plugin page has the basic instructions, but if you need more, see their home page at Postie Plugin.

At a minimum, you will need the email server and login information on the "Mailserver" tab:

 

You can set how frequently Postie checks the mailbox for new messages on this tab as well. Start with "Manual" or very frequent for testing. You can reset it later.

On the User tab add the "From:" email address you use in ONTRAPORT under "Authorized Addresses".

You can select the default category to post the message in on the Message tab. Here we are using "News".

Postie has many other options you can configure to use the images in your email (or ignore them), configure how signature blocks are handled, etc. The above options should allow you to the test the functionality.

Configure ONTRAPORT

Create a new contact record, using the unique email address for posting by Postie. For the First Name and Last Name, consider the following:

If you use a salutation such as "Dear [First Name]," the post will appear with that salutation.

  • If the First Name field is left blank, ONTRAPORT will substitute the Default Merge field value.
  • If no default value has been set and you don't include a First Name in this contact record, the salutation would read "Dear ,".
  • Send an email to your WordPress Contact to test the functionality
  • Subscribe the WordPress Contact to any sequence or email blast you desire to have the email posted in the Category you selected.

You can create a page that lists posts from the Category you have selected using a custom template (included in some themes).

This provides a single URL that will always display the most recent newsletter..  This functionality is part of the Wordpress core, and many themes include the ability to fine tune the display of posts by Category.

If you need to secure the content, add a PilotPress membership level to the Category displaying your "Post by Email" posts.

Optional Fine Tuning

Postie includes the ability to set the beginning and end of the text to be posted using the ":start" and ":end" keywords (note the colon at the beginning of each). Using ":start" after the email salutation and ":end" before the email signature will result in Postie publishing just the text in between those tags. Here's how to use them in ONTRAPORT:

  1. In the Field Editor, create a text field named "Postie Start" and another named "Postie End". Save the text fields.
  2. In the Contact Record for the Postie email address add :start to the "Postie Start" field and :end to the "Postie End" field. Leave these fields blank in all other Contact Records.
  3. In your email use the merge field for "Postie Start" at the top of the content you want to post (after the salutation), and add the merge field for "Postie End" at the bottom, above your signature block. This will prevent the unsubscribe information from appearing at the bottom of your post.
  4. For all other contacts the empty merge fields just collapse and are not used. Postie will see the :start and :end tags and post the content between them.

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