Linking a mailing list to (multiple) WordPress roles

  • Resolved Arnoud Klaren

    (@aklaren)


    4 months, 3 weeks ago

    We would like to send a newsletter to all of our WordPress users with specific WordPress roles. We have set the options to automatically add and remove WordPress users, which works fine. New users are first registered as one role (trial member) and will switch to other roles in time. I tried importing/syncing the WordPress users of these specific roles and assign them to the mailing list, but this does not work: no mailing lists are assigned. It only works if I select a single role (maybe this is a comma/semi-colon issue as we are on the Dutch regional setting) and it does not unsubscribe users that no longer have one of these roles.

    Or is there an easier way to link mailing lists to (multiple) WordPress roles?

Viewing 7 replies - 1 through 7 (of 7 total)
  • Plugin Support jeremyacy

    (@jeremyacy)

    How exactly did you set up the subscription and unsubscription with lists based on user roles?

    Did you use an AcyMailing automation? Do you do it using the AcyMailing REST API or code API? Do you maybe try to do it from the user import page?

    To change user subscriptions based on the WP user roles, I would use multiple automations that run every day for example.

    Thread Starter Arnoud Klaren

    (@aklaren)

    We have not yet specified that new users should automatically be subscribed to the mailing list, because they start as “trial member” and should not receive the newsletter until they are “full member” or “donor”. And when they are “suspended”, they should not receive it either. It would be ideal if we could link a mailing list to a WordPress role. As we can select multiple mailing lists per campaign, it only needs to be 1-on-1.

    We don’t use AcyMailing automation nor the API’s yet.

    The small bug is indeed on the user import page. Selecting one role works, selecting multiple fails. Seems like a comma/semi-colon issue.

    Plugin Support jeremyacy

    (@jeremyacy)

    You mentioned that the issue was that “it does not unsubscribe users that no longer have one of these roles”.

    The AcyMailing user import page isn’t supposed to unsubscribe users, this is why I got confused and thought you were using an other feature to achieve what you described.

    There is no dedicated feature to do what you described, but you could do it using multiple automations. Here is an example with two automations that would work to link one role with one list:

    Trigger: every day
    Action: AcyMailing list => Subscribe users to List A
    Action targets: Group => In Group A

    Trigger: every day
    Action: AcyMailing list => Unsubscribe users from List A
    Action targets: Group => Not in Group A

    Thread Starter Arnoud Klaren

    (@aklaren)

    Thanks for the reply. I am quite new to AcyMailing and now understand that I don’t need the user import page. The small bug (selecting multiple roles) should still be fixed for others though.

    Do I understand correctly that in AcyMailing automation, the “Action target: group” refers to the active WordPress roles? That’s great!

    Can I use the trigger “Each time AcyMailing is triggered” instead of “Every day”? When exactly is that?

    And can we use the “Essential” plan or do we need the “Enterprise” plan for this?

    Thanks!

    Plugin Support jeremyacy

    (@jeremyacy)

    I’ve tested the WordPress user import into AcyMailing subscribers, while selecting multiple roles in the filter, and all users of the selected roles were imported.

    Please note that the AcyMailing subscriber import page allows you to also subscribe the imported users to a list, but if they were already existing and unsubscribed from the list, they won’t be re-subscribed to it.

    Yes, the filter “Group” actually refers to the WordPress “Roles”, we may need to rename this filter ??

    Yes, the “Each time AcyMailing is triggered” would also work fine, it is triggered approximately every 15 minutes.

    The automations are only available in the Enterprise version of AcyMailing.

    Thread Starter Arnoud Klaren

    (@aklaren)

    Your test probably works because you don’t have the Dutch regional settings. In Dutch (and other languages where the comma is the separator for decimals), the semi-colon is used as field separator. Subscription works fine if I only select one role.

    I hoped the “Each time AcyMailing is triggered” would only trigger when an administrator starts using AcyMailing or before sending a newsletter. Are there other triggers based on a user action instead of time or can the automation be run on a WordPress “hook” (I implemented several for other plugins)? Otherwise, if we want to send a newsletter and discover that a certain user has the incorrect role and we change the role, we need to wait for the trigger until we can send the mailing.

    I have advised our team to purchase the Enterprise version.

    Plugin Support jeremyacy

    (@jeremyacy)

    Here are the triggers based on user actions, available by default. You can also have more triggers based on the integration plugins installed (triggers specific to WooCommerce for example).

    Note that here, “user” refers to the AcyMailing subscriber, not the WordPress account.

    The other triggers (that aren’t based on a user action), are all based on a time frequency (every day / Monday / 2 hours / 15 minutes etc…).

Viewing 7 replies - 1 through 7 (of 7 total)
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