Clicky

How to Use Aweber – Email Optin Tutorial for WordPress (VIDEO)

Transcript

Start if you want to learn how to use Aweber watch this video and I’ll show you how what’s up everyone is Jamison from NYC tech club and today I’m going to show you how to use Aweber an email management system that allows you to build out your email lists and email your email subscribers in this tutorial I’m going to show you how to create and manage your list through Aweber I’ll show you how to create email templates just like this and we’ll go over how to send out email messages to your email lists I’ll show you how to create autoresponders so you can send out follow-up emails automatically and we’ll go over how to upload files to send out like a PDF or an e-book after someone opt-in to your email list I’ll also show you how to automatically email your subscribers whenever you write a new blog post using the Aweber broadcast option we’ll go over how to import and export our email lists through a weber and then i’ll show you how to analyze your aweber analytics and last but not least I’ll show you how to add an opt-in form just like this if you have a wordpress website so these are the topics that we’re going to be covering in this tutorial on how to use Aweber I think a weber is one of the best email management systems available and i’m really excited to show you how to use it so if you’re ready let’s get started on how to use Aweber the first thing that we have to do is get an a weber account so what i want you to do is go to the video description and click on the text tutorial link that will bring you to this page right here on how to use Aweber and just come down to this section right here that says create an a weber account and just click on this link right here that says create an a weber account and it’ll bring you right to the Aweber home page and there’s also a link in the video description that brings you directly to this page and all we have to do is click on this green button right here that says start your 30-day free trial and this next page will pop up and again make sure you’re clicking on the green button right here that says first month free because what I want you to do is try out Aweber for 30 days and if you don’t like it go ahead and cancel your account so you’re not charged whatsoever so what you need to do is pause this video and fill out some information right here and you’re also going to be asked to fill out your billing information but again you’re not going to be charged because this is a 30-day free trial and if you don’t like Aweber you can just cancel your account so pause this video fill out this page and once you’re ready go ahead and push this green button right here that says complete my order and then push play and I’ll meet you on the Aweber dashboard alright so welcome back and now that you have your a weber account you should be logged in to this page right here and this is your Aweber dashboard and this is where we’re going to go to create and edit our lists and also write our messages so the first thing that I want to do is show you how to create an email list so that we can store email addresses because without a list we can’t send out any messages so there’s two ways we can do this you can click on manage lists right up here or you can scroll all the way down to this green button down here and click create a new list so I’m just going to push this button right here once you come to this page right here you have to fill out some information so if you need to go ahead and pause this video and then fill out all these different sections right here and once you’re ready push play and then push this button right here that says next step so I’m just going to push this so again pause the video if you need to otherwise go ahead and continue on so I’ll push next step right here and we’ll get this page right here that says let’s create your list so what you need to do is type in a list name right here so I typed in test one two three and then right here you want to put in a brief description that is going to be sent to your email subscribers reminding them why they signed up for your list in the email confirmation so once you’re ready just come down here and then click next step one more time and right here is where you’re going to put in your confirmation message that’s going to be sent out to your email subscribers that opt-in to your email list so if you want you can change the selection right here I’m just going to use the confirm your subscription in the drop down and I’m not going to change anything in the confirmation message body but if you wanted to you can use have to click on these edit buttons right here and once you’re ready go ahead and click the green button that says approve message and create lists so we just created our first email list using Aweber and the way to know that you’re on your current list is right up here in this drop down where it says current lists it should have the title of your email list so if you have multiple lists all you have to do is go into this drop-down and select the one that you want to edit or create messages for so we’re going to stay on this email list that we just created called test123 and if we wanted we can create a new message afford this email list right here but first what we’re going to do is create an email template for our messages so what I want you to do is hover over messages right here and you’ll get this drop-down and we want to go to email template manager and click on that once you’re on this page right here that says create a new template all we’re going to do is come to this first button right here that says start with an a weber template and click on this once you’re on the edit template page the first thing that I want you to do is come to this box right here and type in a name for your templates so I’ll type in test123 template and the reason why we want to name it is so when we come down here and push save we can actually save our template so what a template allows us to do is put in different sections that we don’t want to have to redo every time we create a new message so let me show you on the demo template right here we have our logo our body of text right here and then our social media buttons right here so I’m going to show you how to create this basic template and then you can customize yours however you want so if we go back to the Aweber website right here the first thing we want to do is add our logo to the top so you can click and drag your logo box right here all the way to the top or you can click and drag the image box and place it wherever you want so that’s what I just did and then what you want to do is click upload an image if you want to upload your logo since I already have my logo uploaded I’m going to click on image gallery right here and I’ll get this pop and I want to go to my images so I’ll click on this tab and you can see my logo right here so I’ll select that and it shows up right here and it’s a little large so if I want to resize that all I have to do is click out of it and then click back on the image and you’ll see I have this arrow right here on the corner I can just click and drag this in and then I can make my logo whatever size I want so it looks pretty good just like that and now what we want to do is put in our body sections so if you want you can click and drag a new paragraph right here or you can just use this box right here so what I want to do is actually delete all of this content right here and just paste in everything from the demo site so if I paste it in you can see it shows up twice for some reason so let me delete this right here and just move all of this up and now you can see I have my body section and every time we create a new message we can just delete all of this and put in whatever content we want so just really quickly if you want to change the font sizes you can do that right up here in the drop down and you can change whatever type of font you want and then you have all of your different types of customization right up here with colors and all that and if you want to link any of your text all you have to do is highlight the text and then you can click the link right here and type in your URL so I can just show you really quick if I click that you can see it goes to the NYC tech club website and then if you want to delink anything you can just click on this one right here so if you hover over these you’ll get these pop-ups that show you exactly what all of these buttons do okay so now I want to move on and just show you how to create your social media buttons and that’s really easy all you have to do is come to this extra right here that says follow me and click and drag that wherever you want and we’ll place it right underneath our paragraph body and what you want to do is just link your Facebook and Twitter accounts to a weber so you just click on these buttons right here and link whatever you want so what I want to do is go to this drop-down right here and just choose NYC tech club for my Twitter button so now I have my Facebook since I linked it right here and then I have my Twitter button since I selected it right here so now we can just click out of this so let me close that and now all I want to do is just save this template so I can use it over and over again so really quickly once we’re done with building out our template we’re just going to click save and exit right here so whenever you’re ready just click this green button once your template is saved you’ll come back to this page right here and this is the email template manager page and right down here in your list you’ll see your new template so again the way to get to this page is hover over messages and then click on email template manager right here so there’s one more thing I want to show you so if I click back on the template that we just created we’ll go back to the Edit Page right here and you can always customize and edit any of the stuff so all you have to do is just edit whatever you want or add in whatever you want and then just click Save so with your logo this is what I wanted to show you if you click on the image you can actually add the URL to your website or wherever you want right here and so whenever a visitor clicks on the logo it’ll redirect them to that page so that’s just a cool little tip for you guys alright so I’m going to click and save right here and go back to the email template manager and now what we’re going to do is create a new message so what I want you to do is just go to messages right here and just click on this top button once you come to this page all you have to do is come into the green button right here that says create a message and click on this and you’ll get this drop-down so you can select any type of message that you want to send and what we want to do is send a drag-and-drop email builder message so click on this right here you’re going to be redirected to this page right here which is your edit message page and right here you might see the template that we just put together a few minutes ago and you can see right here on the right-hand side it says current template and then it has the test123 template right here if you want to change this template all you have to do is either edit and delete all this stuff or you can click on this blue button right here that says templates and you’ll see a bunch of pre-made templates populate right here from Aweber and you can click and choose any of these right here and just modify them and if you want to you can click on this categories button right here and actually sort the pre-made templates by whatever category you want you can also click on my templates right here and it’ll populate the templates that you made on your own so you can see right here it says test 1 2 3 template and my other templates right here so this just gives you another option of choosing whatever template you want so I’m going to click cancel right here and we’re just going to use this template that we created a little while ago and all we have to do is go right into this box right here where it says subject and you want to type in a subject for your email message so I’m going to type in test example message right here and I’m not going to modify any of the information right here but pretend that we do so imagine that we edited the body paragraph right here for our custom message and once you’re ready all you have to do is click save and exit right here once you saved your message you’re going to come back to this page right here but this time around what you’ll see in the drafts section is your new message and in order to send this message you have to come to this button right here that says send options and click on this and you’ll get this drop-down so let me go through these options really quickly so the first is send a test email if you want to just send out this message to yourself or to a friend’s so that they can see what the message is going to look like when you send it to your email list just click on that link and then type in the email address that you want to send this test email to and so you’ll stay in the draft form for your message so that you can still send it out to your entire list if you send a test but if you want to send out the message to your in tireless what you want to do is click on schedule a broadcast and you’ll get this pop-up right here and you can enable sharing on Facebook and Twitter by clicking on the edit button right here and you can filter out who’s going to receive this message by clicking on the edit button right here and then you can actually schedule when you want to send out this message so right now is scheduled for immediately so if we click the send button it’s going to send the message right now but if you want to actually schedule a broadcast you can click Edit right here and you’ll get a pop up with a calendar you can choose whatever day you want to send out this broadcast or message and then select whatever time and just click apply and then what you would do is click on this button right here that says schedule a broadcast and it’ll send out the message at that predetermined time that you selected and right here these are just options for your analytics I usually suggest that you keep these checked but it’s really up to you so I’m going to click cancel here since we don’t have anyone on our list to send this message to and I just want to briefly tell you about this last option right here which is add to follow-up series so in the next section we’re going to talk about creating a campaign which is pretty much a follow-up series of autoresponders after you send out your initial email after someone opts into your email so you can actually add any message that you create to your follow-up series as well so that’s just another option and we’ll go into more detail about this in the next section that we’re going to go to right now so what I want to do right now is talk to you about campaigns which are going to be autoresponders so automatically sending out additional follow-up emails so what we want to do to start this process is again hover over messages and click on campaigns right here once you’re on your campaigns page this is where you’re going to create and manage your follow-up series for your campaigns so the first thing that we want to do to create our first campaign is click on this green button right here and we’ll get this pop-up and we want to title our campaigns so I’ll just type an example right here and then we want to push this button that says create right here now what you need to do is select the trigger to send out your campaigns so there’s two options here on the left hand side we can select whenever someone is added to our email list we can start sending out this campaign that we’re going to build or we can send out the campaign to a subset of our existing email list but since we don’t have anyone on our email list yet and I haven’t shown you how to create a subset of your email list yet we’re going to choose the left-hand option right here so go ahead and click on this button that says unsubscribe and what you will see now on the left-hand side are some actions so these are widgets that we can drag into the center area which is our campaign that we’re going to build out and then on the right-hand side will see some custom options right here as we drag these widgets in so the center area is pretty much all of the instructions that we’re going to give a weber to send out our campaign and it starts with this one right here that says number one so the campaign is triggered whenever someone is added to the email list and now let’s say we want to wait one day before we send out our first message so all we have to do is click the wait action right here and you can see it becomes number two right here and we already have one day set so right here it says wait one day before performing the next action if we wanted to we can change this to two days if we wanted to or however many days we want and we can also select the custom time and day that we want to send whatever the next action is but we’re going to leave it at a.m.

Any day after it’s one day of being triggered and now we’re just going to select the send a message widget and drag that in and you can see this is step number three but it’s not green because what we have to do is either choose a message that we draft it up or create a new message for this action which is send a message and we’re not going to go through the exercise of creating a message here but remember that’s why it’s not green so you do have to either select a message or create a message whenever you drag one of these in now after we send out this Mesa’s let’s say we want to wait two more days before we send another message so all we’re going to do is drag the weight widget right here and then just change this to two days and then we’re going to send our next message right here so again it’s not green because we need to choose a message or create a message but let’s say we chose a message that we draft it up and we want to wait two additional days so I’m going to change this to two days and we’re going to send our last message in this campaign right here so you can see we have all of our steps for our campaign or instructions for Aweber right here we have seven different steps and now all we have to do is click save and exit right here and we’ll get this pop up if you don’t have everything filled out so we are missing some information since we don’t have our messages so if we click on this you can see it says don’t forget to add your settings which is choose your message or create a message but we’re not going to do that here and that’s why these aren’t green again so all I’m going to do is click save and exit right here and then click exit campaign right here and if everything was filled out and we weren’t missing any information all you would have to do is click the activate button right here and then your campaign would be sent out whenever the trigger goes off for this campaign okay so that’s how you create a campaign and again I will show you how to create a subset of your email list if you want to send out a campaign to just certain individuals that are already subscribed in a little bit but first what I want to do is move on to this next option which is sending out an email to your subscribers whenever you create a blog post article on your website so they’re notified that you have some new content on your website so what we need to do to get to this page is hover over messages right here and click on blog broadcasts so once you’re back on this page creating a blog broadcast is really really simple so I’m just going to show you the steps really quickly and then we’re going to move on to the next section of this Aweber tutorial so right here the first thing that we to do is go to the green button that says create a blog broadcast and click on this once you’re on the blog broadcast page the first thing that you have to do is put in your RSS feed URL so if you don’t know what this is this allows a weber to know when you update your website with new articles so if you need to find out what your RSS feed URL is you can go to the video description and there is a link to this text tutorial on the NYC tech club website on how to use Aweber and all you have to do is scroll all the way down to this section right here where it says send blog broadcasts and in the blue font right here there are some quotes and a URL right inside I want you to highlight this URL copy that and then go back to the Aweber website and then just paste that in right here and then where it says your website name go ahead and delete that and type in your own website name right there and this is your RSS feed URL so once you put that in you can come down to the subject section and you want to put in a subject for your message that’s going to be sent out to your email subscribers so I’ll type in latest from NYC tech club right here and then what you want to do is come down to this next section right here and you want to choose a template for the message that’s going to be sent automatically to your email subscribers so in this list right here where it says templates you can choose any of these templates and you can get a preview right here so you might want to pause this video and go through this list and find a template that you like or you can always update this later so what I’m going to do is just choose one of these templates I’m not going to take too much time since it’s just a demo and again you can preview it right here and once you like the one that you chose just click on this blue button that says load template and then just confirm it right here and you’ll see the template actually populate in this bigger section and what you want to do is not edit any of these brackets with the RSS feed stuff but what you want to do is edit the text right here so you can see link 1 link 2 you might want to put in links to your own website and your own text right here and then also on the sides where it says sub header 1 or whatever type of text is over here you want to modify this because it’s just going to show up like this if you leave it as is the only thing that you don’t want to edit is the content right here with the RSS stuff ok so again you want to edit all of this and once you’re happy with editing the template you want to scroll down to the next section which is going to be the send time so right here in the drop down you can select when you want to send out your broadcast or what time you want to send it at so I would probably send it at like 1 or 2 p.m.

During the day time instead of immediately if I publish a blog post in the middle of the night that’s probably a bad time to send out an email to people so you can choose whatever time you want and then what you want to do is come down to this next section and choose when you want to send out your blog broadcast you want to send out a broadcast after one new article or maybe three new articles or maybe just on a specific day every week no matter which one you choose what you should do is select this box right here that says send automatically so the broadcasts are automatically sent on their own instead of having to do it manually ok so make sure you check that box right there then you can just leave these boxes checked right here if you want to share the broadcast on social media and if you want to track your analytics it’s really up to you you can also link your broadcast to Twitter and Facebook right here they’re not linked right now but I can go into the drop-down and select it if I wanted to right there and then once you’re done all you have to do is click this button right here that says save blog broadcast so that’s what I’m going to do and when you’re ready go ahead and do that as well and once your blog broadcast is saved you should see it in this list right here so you can always edit the broadcast or send a test to see what the template looks like or you can actually just delete this if you want as well so it’s always up to you what you want to do you can always also create a new blog broadcast right here so that’s how you create a blog broadcast so whenever you update or publish an article on your website it’ll send it out to your email subscribers automatically so you can see right here it says send automatically and we have checked that box so it says yes okay so now we’re going to move on and the next thing we’re going to do is show you how to add subscribers manually and then import and export subscribers from your email lists so what I want you guys to do is hover over subscribers if you’re not on this page already and then just click Add subscribers right here on the add subscriber page the first thing I want to do is show you how to manually add email addresses to your list so before we actually click on this button right here you always want to check to make sure you’re on the right list so right here where it says current list you want to make sure you select the right email list so if you have multiple email opt-in lists you want to make sure you select the right one so we’re on the test123 lists so we’re just going to come down here to this button right here that says manually add up to ten subscribers and click on this once you’re on this page right here this is where you’re going to manually add in some information for the subscriber that you’re going to add so if I type in my own name and my own email address right here then I added myself to this email list and right here where it says add tracking you can actually put in a note for how this subscriber got added to your email list so I’ll put in manual right here and you can always leave this blank or look at these examples right here if you wanted to to see what you want to put in but it’s really just a note for how the subscriber got added and then right down here you can put in a tag for the subscriber if you want to include them in a subset of your email list but since we haven’t gone over this yet I’m going to leave this blank right here and then the last thing you can do is if you have different autoresponders or multiple autoresponders you select which ones you want them to be included in right here but I’m just going to leave it as the default right here and once you’re ready you just have to click this add subscriber button right here so once the subscriber is added you can come to this page right here which is the manage subscribers page and to get to this page you just hover over subscribers and click on manage subscribers right here and you’ll see a list of all of your subscribers for your email list right down here and so you can click on them and then you can see more information about your subscriber right here and right here is where you can put in tags for the email sub list which we’re going to go over in just a few moments but first what I want to do is now show you how to actually import subscribers using an import list so if you have like a spreadsheet or something like that so what we want to do is hover over subscribers right here and go back to add subscribers once we’re back on the add subscribers page the first thing we want to do is just confirm that we’re adding people to the right list and then just come right down here and click on this button that says import more than 10 subscribers on the import subscribers page I’m just going to walk you through the sequence of steps really quickly since I don’t have a list to actually import so the first thing that you want to do is make sure you choose the right list to import subscribers to and then click Next right here and then you can drag in the file with all of your contact information or upload the file right here or you can type in your subscribers information if you select this option right here and then what you’re going to do is you’re going to go to the how they joined step right here and this is just typing in that information like if someone signed up manually or through an opt-in form you can put in that additional detail right here then what you’re going to do is choose whether or not they want to be included in one of your follow-up series of email so those autoresponders that you might have created after someone opts in do you want them to get these emails yes or no and then the last thing you’re going to have to do is select whether or not you want your email subscribers that you’re importing to receive a confirmation that they signed up so do you want to send them the opt-in message that they have to actually say yes or no to and by default it’s going to say no so they won’t actually get the opt-in message okay so that’s all you have to do it’s really really simple to import subscribers as long as you have a spreadsheet or some other document that supports these types of files right down here so now let me just quickly show you how to actually export your email list in case you want to have a backup of all of your subscribers information so what we’re going to do is go to the subscribers tab right here and just click on this high level where it says subscribers once you’re on the subscribers page to export your subscriber information is really really easy all you have to do is click on this button right here that says export CSV and you’ll download a file with all of your subscribers information so you can actually import that to wherever you want so this is how you import and export your subscribers information in and out of a weber so now what I want to do is really quickly show you how to create a subset of your email list and we’re going to stay on this page which is the manage subscribers page to do that so imagine you have a list of confirmed subscribers right here what you need to do to create a subset of your email list is go into each of your subscribers that you want to include in that subset by clicking on their name right here so you have this section expand that shows you their subscriber information so right here we clicked on my name and I want you to scroll down to the section that says additional notes and you want to put in a tag right here so you can put in any tag I’m going to type in subset right here and then you just want to click Save and you can add as many additional notes as you want you just have to put a comma to separate them and so once you do that for all of these subscribers that you want to include in the subset list you want to go to this drop-down right here where it says select field and you want to choose additional notes and then right here in the second drop-down you want to make sure it says is and right here you want to type in that tag that you put in if we put in subsets right here and click search then all of the subscribers with that tag that we put in will populate right here and we can just click this box right here next to it and we’ll get some additional options here and all we want to do is go to this section where it says save as segment and put in a title so we can put in subset lists right here and click Save and now we have created a subset list of our email lists and so if we go to our messages I can show you really quickly how you can send a message to that subset so what I want to do is hover over messages and go to drafts right here and we have our draft message right here so let me just show you if we go to send options and go to schedule a broadcast right here all we have to do is go to the second option where it says who should receive this message and click on edit right here and then instead of send to segment all subscribers we would go into this drop-down right here and then just choose our subset list right here so it will filter out our total list to only our subset lists within that bigger list and then you just click apply right here and then it would actually send okay so I’m going to cancel all this stuff so we don’t actually send anything out but now what I want to do is show you how to first upload a file if you want to upload a PDF or something with your message so let’s go to our test example message right here and just populate this and this is our template all you have to do to upload a file is go to the lower left hand corner and you’ll see a paperclip all you have to do is click on that and then find the file you want and that’s how you’re going to upload it and it will be included as an attachment at the bottom of your email message so it’s really simple as well to upload a file all right so now the last thing we’re going to do on the Aweber site before we show you how to actually put a opt-in form on your work website is show you how to create or show reports so this is the main page right here and this shows you your subscriber stats for today yesterday and how many total subscribers you have and all that stuff so if you want to see a report for how many opens or people are ignoring your messages all you have to do is hover over reports right here and click on reports and then you’ll populate this page right here and there’s a bunch of different options right here so you can go through all of this stuff to see your analytics by different categories right here so that’s how you do your Aweber reports alright so it’s pretty simple as well and I believe you can go into more details by clicking on this right here to see what days you want to put in and all that stuff so you can track all this all right so the last thing that we want to do now that we know how to use Aweber is how do we collect email addresses and what we’re going to do is show you how to include an email opt-in form that looks just like this on your WordPress website so in order to do that we need to go to our WordPress dashboard and download a plugin so I’m going to go to my dashboard right here by typing in my address so once you come to your WordPress dashboard what we want to do is download a plug-in so we can integrate Aweber with our WordPress website to have an opt-in form so come down to plugins right here and let’s go to add new so I can show you what plug-in that you have to download on the add plugins page all you have to do is come to the search bar right here and type in opt-in form so it’s spelled o p TI n fo r ms and just push enter and the search results should show you the opt-in form plug-in right here by Boris Bo and I have already installed it so go ahead and click install and then activate it and you should see right here on the left hand side once you activate the opt-in form plug-in a link so once you have that go ahead and click on this link right here that says opt-in forms once you’re on your opt-ins form page there’s only a few things that you have to do to connect Aweber to your opt-in form and your WordPress website so first make sure you’re on this tab right here that says email solution and then right here where it says my email solution is in this drop-down you want to make sure you select a weber right here and then what you want to do is paste in your Aweber email list ID and that’s going to connect a weber to this opt-in form so whenever someone signs up with your opt-in form all that detail is going to go to your Aweber account so how do you get this list ID well you have to go back to your Aweber dashboard right here and once you’re logged in you’re going to go to list options right here and then click on list settings right here and again just make sure you’re on the right email list and it has the name right here and once you confirm that it is the right email list right underneath you have the unique list ID and all you have to do is highlight this and copy it and then go back to your wordpress website and paste it in right here and you connected the Aweber account to this opt-in form so you’re good to go now the last thing you can do is redirect your new subscribers to another page or your home page after they opt-in to your email list so what I’ve done is created a page that says thank you for subscribing please go check your email and confirm that you’re subscribed so you receive our new messages once they’re sent so you can create a page like that or just redirect them to your home page if you want whatever you like and once you do that all you have to do is go to this form tab right here and design your form so you can see right here there is a drop-down with four different templates and I chose template number five that looks like this so you can play around with the different designs if you want and if you want to change the content inside this opt-in form all you have to do is go to this tab right here that says style my form and click and expand this and then you can change the colors and all the text that shows up inside of your to inform right here so you might want to pause this video or do this a little bit later the other thing that I want to just show you really quickly is once you put in your text for your opt-in form and all of your colors you want to make sure that you select where you want your opt-in form to show up so you can skip this section in this section but you want to come down to form placement right here and click and expand this and you want to select where you want your opt-in form to show up so for me on my website I have the opt-in form show up after my blog post and I don’t have it show up on my regular pages and if you wanted to you can actually paste in a shortcode for any special pages or wherever you want to put in the opt-in form on your website and then the last thing I did was I hid the powered by the opt-in forms plug-in right here and then all you have to do is click Save Changes and then you can go to your WordPress website and actually check and you’ll see that the opt-in form will show up wherever you selected it to show up alright so this pretty much wraps up our tutorial on how to use Aweber and if you have any questions or you feel like you missed any steps remember there is a link in the video description to this page on the NYC tech club website on how to use Aweber and you can always leave a comment in the comment section of the YouTube video so let me know how things go if you have any questions leave them if you have any suggestions also leave them and please make sure to subscribe give me a thumbs up and follow me on Twitter Facebook and wherever else so that’s all I got for you guys I hope you enjoyed this tutorial and I will see you later.