Zapier - Create & Schedule ReachMail Mailings for New WordPress Posts

Integrate ReachMail to via Zapier and automate the creation and scheduling of Posts within WordPress effortlessly.

Zapier makes it easy to connect your ReachMail account to over 3,000+ applications, allowing you to seamlessly integrate ReachMail’s award-winning platform with nearly any tool you use. To get started, you’ll need to create or sign in to your Zapier account.

For the fastest setup, we recommend using our prebuilt Zapier templates. You can find these by visiting the ReachMail Zapier page and scrolling down to the templates section.

In this example, we’ll show how to use the Create ReachMail recipients from new rows in a Google Sheet template. Click the Try It button to begin.

If you're already signed in to Zapier, this will immediately open a new Zap with the trigger and action steps preselected.

Step 1: Connect Your WordPress Account

You’ll first need to connect your WordPress account. For detailed instructions on linking WordPress to Zapier, please refer to Zapier’s Help Guide on WordPress. The Setup, Configure, and Test steps must be completed to ensure everything is properly connected and functioning as expected. When the process is complete, click Continue.

Step 2: Set the ReachMail Action - Create Mailing

Next, you’ll connect your ReachMail account to Zapier. In this example, the action event is Create Mailing, which tells ReachMail to create a new mailing when a new post is added to your WordPress account.

The Configure section will require you to fill out the following fields:

• Mailing Name - The Name of the Mailing in your ReachMail account. The Mailing Name is not visible to recipients.
• Folder (Optional) - Folders are optional but can be used to organize large portfolios of Mailings.
• Subject Line - The Subject Line that displays on the email being created.
• From Name - ​The From Name should be your name or the company name. e.g., ReachMail Support.
• From Email Address - From Address should be one of your Validated Sending Domains.
• Reply-To Email Address - The Email Address recipients can send a reply-to after receiving an email.
• Mailing Format - HTML, Text, or TextAndHTML. HTML is best for most use cases and is the default Mailing Format if no selection is made.
• PreHeader (Optional) - Preview text that is shown to the recipients before the email is opened. If this field is left blank, the preheader will default to blank characters. Only applies to HTML content.
• HTML Content - Field where you define the HTML Content. Only shown if HTML or TextAndHTML is selected for Mailing Format.
• Text Content  - Field where you define the Text Content. Shown only if Mailing Format is set to Text or TextAndHTML.
• Footer Address - Select the CAN-SPAM Footer Address for this Mailing. If no selection is made, the account default footer is used. (More info)

We recommend using dynamic data from the New Post in WordPress for fields like Mailing Name, Subject Line, PreHeader, HTML Content, and Text Content. This lets WordPress automatically generate unique mailing information for each new post.

The Setup, Configure, and Test steps must be completed to ensure everything is properly connected and functioning as expected. Finish the required steps, then click Continue.

Step 3: Set the ReachMail Action - Schedule a Campaign

The third action is Schedule a Campaign with ReachMail. Now that we've chosen the mailing, it's time to set the send time and other details. Start by selecting the same ReachMail account used in the previous step.

The Configure section will require you to fill out the following fields:

• Mailing Id - Enter the Mailing ID provided in Create or Search Mailing.
• Sending List(s) - Select one or more sending lists.
• Suppression List(s) (Optional) - Recipients in these Lists will be omitted for this Campaign.
• Filter Delivery By Tags (Optional) - A filter for recipients of this Campaign. If multiple tags are selected, recipients matching any of the tags will be sent the Campaign.
• Is Test - No, will send this mailing as a campaign. Yes, will send the mailing as a test, and it is limited to 50 recipients.
• Delivery Time (Optional) - This value determines when this Campaign will be delivered. If left blank, this Campaign will be scheduled for immediate delivery.

The Setup, Configure, and Test steps must be completed to ensure everything is properly connected and functioning as expected. Finish the required steps, then click Continue.

Final Step: Test and Activate Your Zap

After setting up your action, you’ll see a summary of your Zap. You can choose Retest Step or Publish to complete your Zap. After all tests are successful, the Zap can be activated to start automating!

Need More Help? For troubleshooting, advanced configurations, or more complex Zapier setups, we highly recommend visiting Zapier’s Support Center. Their resources cover everything from common errors to advanced workflow tips.