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ResultsAiX Mailer Documentation

85 guides covering everything from first setup to advanced configuration.

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๐Ÿš€ Getting Started And Activating Your License

Install ResultsAiX Mailer, activate your licence key in the licence panel at the top of Setup, then Settings, and take your first look around.

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๐Ÿ“Š The Dashboard At A Glance

What every tile, chart and table on the Mailer Dashboard means, how the date range works, and how to hide what you do not need.

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๐Ÿ“ค Setting Up Sending With SMTP

Connect a sending service on Delivery, then Sending, so your emails reach the inbox. Twelve connection types are built in, from Amazon SES and Postmark to your own SMTP server.

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๐Ÿค” Which Sending Service Should I Pick?

A plain answer for each situation, taken from the guide built into the Sending screen, plus the rules that keep any sending account in good standing.

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๐ŸŸ  Connect Amazon SES

The full Amazon SES setup: one region, a verified domain with Easy DKIM, production access, an access key, and the connection form in ResultsAiX Mailer.

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๐Ÿ“จ Connect SendGrid

Authenticate your domain at SendGrid, create an API key with Mail Send permission, paste it into ResultsAiX Mailer, and set up the event webhook.

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๐Ÿ”ซ Connect Mailgun

Add your sending domain at Mailgun, then give ResultsAiX Mailer three things: the API key, the exact domain, and the matching US or EU region.

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๐Ÿ“ฎ Connect Postmark

Verify your domain at Postmark, copy a Server API token into ResultsAiX Mailer, and set up the bounce, complaint and subscription webhook.

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๐ŸŸฆ Connect Brevo

Brevo, formerly Sendinblue: authenticate your domain, create an API key, match Daily limit to your plan's daily allowance, and set up the webhook.

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โœ‰๏ธ Connect Resend

The quickest setup on the Sending screen: verify a domain on the Resend website, create an API key, paste it into ResultsAiX Mailer and send a test.

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โšก Connect SparkPost

Verify your domain at SparkPost, create an API key with Transmissions permission, tick EU endpoint if your account is on the EU service, and add the webhook.

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๐Ÿงฉ Connect Mailjet

Mailjet needs two keys, not one: the API key and the secret key. Authenticate your domain, paste both into ResultsAiX Mailer, and add the event webhook.

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๐Ÿ’ธ Connect Elastic Email

Verify your domain with every record Elastic Email lists, create an API key that can send, paste it into ResultsAiX Mailer, and add the webhook.

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๐Ÿš€ Connect SMTP2GO

A straightforward setup: verify your domain at SMTP2GO, create an API key that can send, set Daily limit to your plan, and add the webhook.

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๐Ÿ”Œ Connect Your Own SMTP Server

Use any SMTP server you already pay for or run yourself: host, port, username, password and encryption, plus the settings that decide whether it delivers.

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๐Ÿงช Connect WordPress wp_mail

The zero setup connection: what WordPress wp_mail really does, the jobs it suits, how it always stays last in line, and how to replace it.

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๐Ÿ›ก๏ธ Safe Mode: Moving A Real List Without Accidents

Safe Mode holds back every real email so you can import and organise a live audience with no risk of sending something by accident.

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๐Ÿ“ฅ Importing Subscribers From A CSV

Bring a list from Mailchimp, AWeber, ActiveCampaign, GetResponse or a spreadsheet into ResultsAiX Mailer: upload a CSV of up to 200MB, check where each column goes, and the importโ€ฆ

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๐Ÿ”’ The Silent Import Lock

Everyone you import or sync is locked out of automatic emails: no automation, no welcome email and no confirmation email starts for them on its own, while broadcasts you choose toโ€ฆ

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โ†ฉ๏ธ Rolling Back An Import

Imported the wrong file or mapped a column wrongly? Roll the import back from the Safety screen. Only the new people it created who have not been touched since are removed, and anโ€ฆ

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๐Ÿ‘ฅ The Subscribers Screen

Search, filter and sort everyone in your audience, choose the columns you want, open any person's timeline or full profile, and act on hundreds of people at once with the bulk bar.

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๐Ÿงน Verify Leads: Clean An Old List Before You Mail It

Verify Leads checks your audience for typo domains, dead domains, starred-out addresses and people who went quiet years ago, then lets you fix, archive, tag or leave each group alโ€ฆ

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๐Ÿท๏ธ Tidy Names: Fix Messy Names In Bulk

Tidy Names finds names in capitals or lower case, leftover merge tags, web addresses, mangled accents and junk such as test test, shows exactly what it would change, and applies iโ€ฆ

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๐ŸŽฏ Lead Scoring: See Who Is Most Engaged

Scoring gives every subscriber a number, Score 1, from what they actually do: opens, clicks, site visits and purchases add points, bounces and unsubscribes take them away, and oldโ€ฆ

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๐Ÿ“‹ Lists And How They Fill Up

Lists are named groups of subscribers. Create them by hand, fill them from forms, imports and the Add subscribers box, give each one its own sender and opt-in policy, and see who โ€ฆ

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๐ŸŽฏ Segments And The AI Segment Builder

A segment is a group defined by rules, such as everyone who clicked in the last 30 days and never bought. Describe it in plain English and the AI writes the rules, or build it by โ€ฆ

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๐Ÿ“ฃ Sending Your First Broadcast

Write a one-off email in four steps, choose exactly who gets it, preview it as a real subscriber, send yourself a test, then send it now or schedule it.

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๐Ÿ“ฌ The Broadcast Report: Opens, Clicks, Sales And People

Every sent broadcast has its own report: opens, clicks, unsubscribes, the sales it earned, and the real people behind each number, ready to tag or follow up.

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โœ๏ธ The Email Editor: Links, Buttons And Fonts

Every tool in the email editor: links, the one-click button, email-safe fonts and sizes, colours, lists, the code view, templates, preview and full screen.

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๐Ÿท๏ธ Merge Codes And Tag Codes

Personalise every email with merge codes, give each reader their own link with tag codes, and use custom fields, fallbacks, snippets and signed values anywhere in your copy.

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๐Ÿ—‚๏ธ Custom Fields: Create Your Own Data

Store anything you like on a subscriber, such as a garden size or an affiliate ID. Create a field on an import or a form, then use it as a merge code in emails, as a filter in theโ€ฆ

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๐Ÿงฑ Building A Custom Audience

The audience builder decides exactly who gets a broadcast: tick lists and segments, add filters for tags, engagement, purchases and more, remove anyone you do not want, and see thโ€ฆ

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โœจ Connecting Claude Or OpenAI

Connect your own Claude or OpenAI key in AI Studio, pick a model, test it, and choose a fallback so every AI feature in the Mailer can run.

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๐Ÿ’ก AI Subject Lines, Rewriting And Inbox Score

Generate ten subject lines with matching preview text, write or rewrite an email to your brief and tone, and score it for spam risks before you send.

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๐Ÿ” Sequences: Triggers And Steps

Sequences are the original multi-step autoresponders. New flows are built as Automations now; existing sequences keep running, and this is how their screen works.

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๐Ÿค– Building A Sequence With AI

Describe a series in plain words, or say it, and the AI writes every email with the waits set. It works on the automation editor and on the older Sequences screen.

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โšก Automations: Your First Flow

Build a flow that runs by itself: pick what starts it, stack emails, waits and if/else steps, save it as Active, and watch the live counts on every step.

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๐Ÿ“ฆ The 25 Prebuilt Automations

Twenty-five finished automations with every email written, from welcome series to webinar follow-ups. Answer one or two questions and one lands in your editor as a draft.

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โšก Automation Triggers Explained

The fifteen events that can start an automation, in five groups, what each one listens for, and the rules that decide who is allowed in.

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โšก Automation Steps: Emails, Waits, If And Else

Every step type in the automation builder: emails, waits with a time of day, if/else branches with thirteen checks, tags, lists, notifications, webhooks and starting another automโ€ฆ

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๐Ÿ“ Forms And Popups

Build opt-in forms with a live preview, choose the lists, tags and opt-in rule each sign-up gets, and see how every form performs. Popups are now built in ResultsAiX Engage.

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๐ŸŒ Embedding Forms On Any Website

Place a form with the shortcode on your WordPress site, with a JavaScript embed on any page builder or other website, or with a raw HTML form where scripts are not allowed.

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๐Ÿ“ฎ Sender Profiles

Save your sending identities once, with from name, from address, reply-to and postal address, then pick one per broadcast, list or automation.

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๐Ÿ“ซ Your Mailing Address (Required By Law)

Anti-spam law requires a physical mailing address in every commercial email. Set it once on your sender profile and the Mailer adds it to the footer of every email.

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โœ‰๏ธ Double Opt-In Explained

Double opt-in asks a new subscriber to confirm by email before they become active. It is off unless you switch it on, it is set list by list, and each form can follow the list or โ€ฆ

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๐ŸŽจ Email Templates

Start from 13 built-in starter layouts, customise one into your own, or save any email you write as a template, all wrapped with your logo, social links and footer.

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๐Ÿ›ฐ๏ธ Deliverability: SPF, DKIM And DMARC

Check whether the domain you send from is properly authenticated, understand what each record does, and see your suppression totals at a glance.

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๐Ÿšซ The Suppression List

The do-not-email safety net: how addresses land on it, the manager on the Deliverability tab, and importing the unsubscribe file from your old autoresponder.

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๐Ÿ“Š Tracking Opens, Clicks And Unsubscribes

How open and click tracking work, what gets recorded, who is tracked, and how the engagement score is worked out from real behaviour.

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๐Ÿ’ฐ How Email Revenue Is Counted

Every sale is credited to one email: the last one the buyer clicked in the 7 days before buying. What the Revenue figures mean, and how they add up.

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๐Ÿ’Ž The ResultsAiX Ecosystem: More Data, Smarter Emails

ResultsAiX Mailer works fully on its own, and three companion plugins feed it data no outside autoresponder can see.

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๐Ÿš€ Launch Manager: Target Buyers By Product

Exact WarriorPlus, JVZoo and Stripe purchase data in the Mailer: target by product bought, spend, recency and affiliate source.

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๐Ÿ“ˆ WP Conversion Tracker: Click History And Buyer Segments

Target people by what they actually do on your site: real click history and 13 ready-made buyer segments.

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๐Ÿ” WP Sync: Import And Sync From 150+ Apps

Keep your list complete by syncing subscribers in from 150+ apps and services automatically, with one-click backfill.

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๐ŸŒ Timezones And Scheduling

Schedules follow your WordPress site timezone, so broadcasts, automation waits and reports line up with your own clock.

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๐Ÿฉบ Diagnostics And Fixing Problems

The Diagnostics and Safety screens show what is working, run maintenance jobs on demand, and check your server is ready for large sends.

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โš™๏ธ Settings And Colour Schemes

Pick an admin colour scheme, choose who is tracked, tune the sending pace, set the defaults the Mailer falls back to, and find every other setting on one screen.

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โ“ Frequently Asked Questions

Short answers to the questions people ask most about licensing, data, sending, moving a list, timezones and the companion plugins.

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๐ŸŽ“ Train Your AI: Emails In Your Own Voice

Paste in your best emails and the AI writes a style guide of how you write. From then on subject lines, rewrites, forms, prebuilt emails and the AI Helper all sound like you.

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โœจ The AI Helper: Ask It, Or Tell It To Build

A built-in assistant on every Mailer screen. It answers from your real numbers and the plugin's own guides, and builds draft automations, emails and segments for you.

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๐Ÿ“š The Email Library: Write Once, Reuse Anywhere

Load any saved template, built-in design, sent broadcast or automation email into an automation step, save emails for later, and edit them with AI using your own instruction.

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๐Ÿท๏ธ Behavior Tagging: Tag People By What They Do

Add tags automatically when someone opens a broadcast, clicks any link, or clicks one particular link, and let those tags start your follow-up automations.

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๐ŸŽฏ Multiple Start Triggers

One automation can be started by several different events. Any one of them starts it; to require two things at once, start on one and check the other with an if/else.

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๐Ÿ“Š List Health: Unsubscribes, Bounces And Complaints

The three numbers that decide whether your emails reach the inbox, on one screen.

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โœจ Build Me A Form: Describe It Or Say It

Describe the opt-in you want in a sentence, or say it, and the AI fills in the whole form: type, fields, headline, button and colours. Ask for changes, undo, then save.

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๐Ÿ”€ SMTP Rotation: Spread Sends Across Many Connections

Share your sending across as many connections as you like, evenly or by weighted shares, with failover always underneath and a setting for who each email says it is from.

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๐ŸŒก Warmup: Drip A Big Send Through A Cold Server

Ramp a new server or fresh account up day by day. Queue a big broadcast today and it goes out politely as each day's cap grows, with nothing failed.

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๐Ÿ›ก The DKIM Guard: Rotate Only Through Authenticated Senders

Rotation only helps your reputation when your From domain is authenticated at every provider in the pool. The Authentication badges check each one, and Strict DKIM guard rotates oโ€ฆ

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๐Ÿ”ค Capitalising Names As They Send

Send joe and JOE as Joe automatically, in every email, without changing what is stored on the subscriber.

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๐Ÿงฉ Reusable Text Snippets

Write your sign-off, support line or standing offer once in Settings and drop it into any email with one merge code; change it once and every email changes.

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๐Ÿ” Signed Links With SHA-256

Sign the values in a link with a SHA-256 hash and your own secret, so a timestamp, order number or affiliate id cannot be edited by the reader.

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โœ‰๏ธ Send A Test From Inside An Automation

Send any automation email to your own inbox straight from the canvas, exactly as a subscriber would get it, without saving the flow or emailing anyone on your list.

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๐Ÿ’พ Autosave And Publishing Automation Changes

Your work on an automation is saved automatically as you go. On a live automation, edits wait as a draft until you press Save automation, so people inside it are never caught by aโ€ฆ

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๐Ÿšช Taking People Out Of An Automation

Stop people the moment they buy, get a tag, join a list or click a link, with exit rules. Take one person out by hand from their profile, and see why everyone left.

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๐Ÿ‘ค Seeing Which Automations Someone Is In

Open any subscriber to see every automation they are in, the exact step they are on right now, when their next move is due, and which flows they finished or left early.

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๐Ÿ“‰ Hard And Soft Bounces

What happens to an address that bounces, and when it is finally blocked.

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๐Ÿ”’ Choosing Who Becomes A Subscriber

If you also run WP Conversion Tracker or Launch Manager, one setting stops their hourly sync from turning old tracker and buyer records into new subscribers, while still filling iโ€ฆ

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๐Ÿ“ฑ How Your Emails Look On Phones

Why text can look smaller in some phone mail apps, and what the Mailer does so your emails read well on every screen.

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๐Ÿš€ The Setup Screen

One page that checks your settings and tells you what is left before sending.

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๐Ÿ™… Always Leave People Out Of Broadcasts

Set the people you never want a broadcast to reach once, in Settings, and every broadcast leaves them out automatically, including ones already scheduled.

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๐Ÿ“ฆ Product Groups: Name A Set Of Products Once

Group products under one name, such as Bundle owners, then use that group in any audience or leave-out rule. Products you add to the group later are covered automatically.

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๐Ÿ”„ Audience Filter: In An Automation

Target or leave out people by where they are in your automations: in one right now, ever, finished it, or entered in the last few days.

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๐ŸŒŠ Sending A Broadcast In Waves

Send to your most engaged people first, see how that wave does, then decide whether to send the next one. Nobody gets the email twice.

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๐Ÿ”Ž The Audience Health Check

Under the recipient count on a broadcast, see how recently your audience opened or clicked, and get a clear warning when most of it has been quiet for 90 days or more.

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๐Ÿ“ˆ The Automation Report: Every Email, Every Result

See what each email in an automation achieved, in the order it runs, with opens, clicks, unsubscribes, revenue and who is waiting, for any date range.

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Ready to stop reading and start using?

Every plugin documented here works alongside the others, managed from one ResultsAiX Hub.