You can use the Noptin setup wizard to make the essential choices for a new installation. The available path depends on whether Noptin will primarily be used for email marketing or as a CRM connection layer.
Open and complete the setup wizard
- Open Noptin → Setup Wizard from the WordPress admin menu.
- Review the Welcome step and continue.
- Choose a Usage Mode. Email-marketing mode presents sender settings; CRM mode presents connection choices.
- Complete Sender or Connections, depending on the selected mode.
- Review the detected Integrations. Only select integrations that are already installed and required for your site.
- Complete Setup Integrations for the integrations you selected.
- Complete the Newsletter step, then finish the wizard.
| Step | What is configured | When it appears |
|---|---|---|
| Welcome | An introduction to the setup process. | All installations |
| Usage Mode | The workflow Noptin should prioritize. | All installations |
| Sender | Default From and Reply-to details. | Email-marketing mode |
| Connections | Available CRM connection choices. | CRM mode |
| Integrations | Compatible plugins detected on the site. | When compatible plugins are available |
| Setup Integrations | Configuration for selected integrations. | When an integration was selected |
| Newsletter | The initial newsletter configuration. | All applicable installations |
You can select Exit Setup Wizard and return later. Settings that were already saved remain available from the normal Noptin settings screens.
Review the setup after finishing
- Open Noptin → Settings and verify the saved sender or connection values.
- Confirm that only the integrations you intend to use are enabled.
- Follow Getting Started with Noptin to create or import subscribers and test the rest of the installation.
Leave a Reply