AWeber

In Aweber, navigate to Lists. Click Create a List. Enter your company name, website, and address. Choose a list name (e.g., Newsletter) and set basic list details. Save the list and ensure two-step opt-in is enabled for verification.

Open the List Settings. Add a clear description of what subscribers will receive, set the from-name and from-email, and choose the default language. Save changes.

Ensure two-step (double) opt-in is turned on so sign-ups require confirmation. This reduces fake addresses and spam complaints.

Go to Forms > Sign Up Forms > Create Sign Up Form. Choose the form type (Standard on-site form vs. landing page).

Select a template that includes Name and Email fields (or only Email if you prefer).

Edit text, colors, and layout to match your brand. Use the Form Builder to adjust headings and button labels.

In Step 3 of the form setup, select the Raw HTML option and copy the code snippet provided.

On your WordPress site, edit the page where you want the form. Insert a Custom HTML block and paste the copied Aweber code. Save the page.

Visit the page on your site, submit a test email, and confirm the opt-in from the confirmation email. Check that the subscriber appears in Aweber.

If you have existing clients, go to Subscribers > Import. Upload a CSV and map fields (Email, First Name, etc.). Decide whether to confirm or skip confirmation for existing contacts.

Because you may have only one list on the free plan, apply a tag like 'newsletter' to imported subscribers to segment them.

Navigate to Automation > Campaigns > Create Campaign. Use a prebuilt Welcome series or build your own. Use the tag 'newsletter' as the trigger.

Edit the welcome emails to reflect your brand. Save changes and set the campaign status to Active.

Go to Messages > Broadcasts > Create Newsletter. Choose a template, customize content, and add branding.

In the broadcast editor, choose recipients (e.g., those tagged 'newsletter'), set subject, and schedule date/time. Confirm time zone and save.

Verify your list strategy aligns with your business goals. Ensure double opt-in, privacy policy visibility, and unsubscribe options are clear.

In your browser, open AWeber and log in. Ensure you are in the correct account and see the main dashboard with the left navigation panel.

In the left sidebar, click Automations to access built-in automation workflows.

Click the New Automation button in the top-right corner to start a fresh workflow.

Enter a descriptive name like 'Segment Subscribers by Tag and Update Field'.

In the Trigger options, select Subscriber Tagged. Then choose the tag that will start the automation (e.g., 'New Lead', 'Engaged').

Add a Condition (Rule) to check for a tag or other subscriber attributes (e.g., Tag Contains 'Engaged').

Add Action: Apply a tag to the subscriber (e.g., 'Segment:Engaged').

Add Action: Update a Custom Field (e.g., set 'Segment' to 'Engaged').

If the platform supports it, add Action: Move to a destination List (e.g., 'Engaged Subscribers'). Otherwise skip this step.

Optional: Add Action to send a notification to your team when the automation runs.

Click Save. In the automation's status, toggle ON to activate.

Use the Test feature or create a test subscriber and apply the trigger to verify the automation triggers and actions.

Open Automation Run History to review results and adjust triggers or actions as needed.

Document the tag schema and automation logic. Periodically review performance and refine rules.

In Aweber, click Campaigns > Create Campaign, choose a Newsletter template, give your campaign a name, and click Create.

In the Campaigns list, click the campaign name to open the editor. Review the pre created action sequence.

In Step 3 Check Feed, click to configure. Enter the feed URL for your content source and use Aweber to locate the correct feed URL.

Choose the update cadence: hourly for near real time or daily/weekly/monthly for a regular cadence.

Inside Step 3, click the Send Message action. Click the Subject line to edit the subject and the content area to edit the template.

Click the sample article in the message body to replace with your content and map fields if needed.

Add a personal touch by inserting subscriber fields like first name into the subject or body.

After editing, click Save to store the message changes.

Click Save and Exit to return to the campaign overview.

Click Activate in the campaign list to start the automation for new subscribers.

Copy the landing page URL from the campaign page and share it to invite people to join.

If you have existing subscribers, follow the guidance to add them to the new campaign via the landing page link.

Clarify onboarding, engagement, or re-engagement objectives for the automation.

In the automation builder, locate supported start triggers (for example List Subscribe, Tag Added, Purchase, Form Submission).

Pair actions like sign-up, link click, or purchase with stages such as welcome, nurture, or post-purchase.

Select the trigger that matches your main objective (eg Subscriber Joins List).

Enable secondary triggers like Tag Added to branch journeys.

Set delays after trigger such as 0 days for welcome or 2 days for follow-up. Use Wait steps.

Apply filters such as only subscribers from a specific segment so the trigger fires for the right people.

Choose the campaign or automation and arrange the message sequence.

Use the Test or Preview features to simulate a subscriber journey and check content.

Turn on the automation; confirm it is active from the start date and time.

Check open rates, click-through, and unsubscribes after activation.

Adjust triggers, timing, and messages based on performance data.

Define your incentive (free ebook, checklist, etc.), target audience, and the subscriber journey from opt-in to delivery.

In Aweber, go to Sign Up Forms > Landing Page, choose a template, and name your page.

Upload your logo, adjust background, colors, and typography to match your brand.

Keep email as required; add consent language for GDPR and optional fields if needed.

Choose or create a confirmation page and a thank-you page URL to guide subscribers.

Build a Welcome Campaign or automation to send the free ebook after signup and after confirmation.

Use a domain-based from address; configure DNS or domain settings if hosting elsewhere.

Submit a test signup, confirm email, and verify the download flow works as expected.

Publish the page, monitor conversions, and tweak copy or design for better results.

Sign up for Aweber. In the dashboard, choose To Create List. Enter your company name, address, and a descriptive list name (e.g., Newsletter). Enable two-step opt-in to reduce fake signups. Note the list is where your subscribers will live.

In List Settings, turn on two-step confirmation to require subscribers to confirm their address via an email after sign-up.

Go to Forms > Sign Up Forms. Click Create Sign Up Form. Choose a basic or branded template (e.g., Name + Email). Adjust fields to collect only what you need (usually Name and Email). Save the form.

Name the form (e.g., Newsletter Signup). Decide if you want a Thank You Page on Aweber or on your site. Save the form.

Open Step 3 and copy the raw HTML code. Use the long version to avoid JavaScript blips. Copy the code to your clipboard.

Open your WordPress page where you want the signup. In the editor, add an HTML block (or a custom HTML widget). Paste the Aweber HTML code. Update/publish the page.

In Sign-Up Forms automation, set a tag (e.g., newsletter) that will be applied to subscribers who sign up via this form. This allows targeted broadcasts later.

Go to Automation > Campaigns. Use the default Welcome Series, or create a new sequence triggered by the tag newsletter. Keep it concise and on-brand. Activate it.

In Messages > Broadcasts, select a drag-and-drop template. Customize your content, logo, and branding. Save the template.

In the broadcast editor, choose Schedule. Pick recipients (tag: newsletter or list). Set date/time and timezone. Confirm and Schedule.

If desired, create a dedicated Aweber Landing Page for signup. Customize headline and form fields, publish, and use the landing page URL on external sites.

Subscribe with a test email on the embedded form. Verify the welcome email is received, the subscriber is tagged, and the newsletter sends on schedule.

Go to Aweber, click Get Aweber Free, enter your name, email, and create a password.

When prompted, select the Free Plan to avoid billing details; you can upgrade later.

Enter business name, website (if any), industry, and your physical address for anti-spam compliance.

Answer business goals and tools used (e.g., WordPress) and finish onboarding.

In Sign Up Forms > Create A Sign Up Form On A Landing Page, pick a template or build from scratch.

Upload logo, change background, adjust images, spacing, and text to reflect your brand.

Remove unnecessary fields (e.g., name) to simplify signup; set labels.

Add a line stating that downloading the ebook adds them to the newsletter (compliant).

Choose Custom URL for thank you page or a dedicated page that confirms and guides to download.

Adjust confirmation subject and body; ensure it asks to confirm subscription.

Create a new Campaign triggered by the tag from the form submission; configure welcome email with download link.

Add a tag like Free Ebook Puppy Schedule to form submissions; ensure campaign triggers on tag.

Publish the landing page; subscribe with a test email; verify redirection to THANK YOU and email delivery.

If issues, verify publish status, tags, and custom URLs; fix and re-publish; re-test.