MailerLite is an email marketing platform and website builder designed for businesses of all shapes and sizes. MailerLite can be seamlessly integrated into simplified HR applications to enhance communication workflows, automate employee messaging, and streamline HR processes. This integration combines MailerLite's powerful email marketing and automation capabilities with HR management systems to create more efficient people operations.
MailerLite Version
In 2022, a brand new version of MailerLite was released that features both an updated interface and an infrastructure designed to support advanced features. All accounts created after March 2022 will be using the new version. Accounts created before this date will use our previous version, which we have renamed MailerLite Classic.
For more information refer the document Mailerlite Account Version
Prerequisites
Before you can begin using the Mailerlite functionality, ensure you have the following requirements in place:
Admin role access in the Simplified HR platform
Active Simplified HR account with marketplace access privileges
Understanding of your organization's Mailerlite nature requirements and compliance policies
Proper permissions to install and configure new modules for your team
Important: Only users with admin roles can configure Mailerlite for the team and manage settings across the organization. This restriction ensures proper governance and control over Mailerlite processes. For comprehensive details about roles, permissions, and access controls, refer to the Roles and Permissions documentation.
For roles and permissions refer the document Roles and Permission
How To Get Mailterlite module
The Mailterlite module must be installed from the Simplified HR marketplace before you can access any Mailterlite functionality. This marketplace-based approach ensures you always have access to the latest features and security updates.
Refer the document Marketplace
After completing the installation, you can immediately begin creating professional email marketing for your organization.
Once installed, the Mailerlite will appear in both the My Library section of the Marketplace and the My Apps section of the app.
The admin users can also access the Mailerlite from the Control Centre page.
Admin can get the app info from the Mailerlite > App Info section
Mailerlite Configuration:
Admin users can configure the Mailerlite module based on their organization’s requirements.
How to Access Configuration Settings
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Navigate to My Apps > Mailerlite or My Library > Mailerlite or Control Centre > Mailerlite.
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Click on the Configuration tab.
To set up the configuration you need to provide the account version as
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Latest
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Classic
MailerLite Latest vs Legacy V2 Version:
MailerLite operates two distinct platforms: the Latest Version (New MailerLite) launched in March 2022, and the Legacy V2 Version (MailerLite Classic) which serves accounts created before March 2022. Understanding these versions is crucial for users navigating MailerLite's ecosystem.
For more information refer the document Mailerlite Account Version
After you select the account version, you need to provide a valid API key
The user can use the syncing process to sync the API key by using Sync now button
The user can use the syncing process to sync the API key automatically by using Sync automatically checkbox
User can add the mailerlite group by clicking the Add Group button
The user can add the group by using valid group ID
To update the Mailerlite automatically when a new user is created, you need to check the highlighted checkbox
To update the Mailerlite automatically when a user is removed/deactivated, you need to check the highlighted checkbox
Click on Save button to save any changes you made in the configuration
In order to properly sync your email information, map your Mailerlite Merge Tags with the associated email tokens
You can add additional tags by clicking Add Merge Tag button
Click on Save button to save any changes you made in mapping