WordPress and WooCommerce

Connect a WordPress site and marketers can fill modules from your posts, pages and custom post types, such as events, recipes or trips, including their custom fields. If you run WooCommerce, they can fill modules from your products too.

The connection uses the free Modular Mail plugin for WordPress. It shares only what you choose, only from published content, and nothing can be changed through it.

Requirements

• WordPress 6.4 or later, and PHP 8.1 or later.
• Your site served over https.
• The WordPress REST API reachable at /wp-json/. Firewalls and security plugins must allow /wp-json/modular-mail/.
• The Owner, Admin or Developer role in Modular Mail, and an administrator account in WordPress.

To get the plugin, email [email protected].

Set up the plugin

1. In WordPress, go to Plugins, Add New, Upload Plugin, upload the plugin’s zip file and activate it.
2. Go to Settings, then Modular Mail.
3. Tick the post types to share. Give each one the name your email team knows it by, such as “Trips” or “Recipes”.
4. Map each post type’s fields to named output fields. You can share standard fields such as the title, excerpt, featured image and date, as well as taxonomies, post meta and common Advanced Custom Fields types.
5. If you use WooCommerce and want to share products, turn on Share WooCommerce products.
6. Check the settings page’s checklist: it tests https, permalinks and whether anything in front of the site blocks Modular Mail.
7. Make a connection code and copy it.

Connect your site

1. In Modular Mail, go to Integrations and open the WordPress tab.
2. Paste the Connection code.
3. Tick the box to confirm you’re authorised to connect this site.
4. Click Check code, then Connect site.

Modular Mail checks the code against your site before saving it.

To change the site or its key later, make a new code in WordPress and paste it under New connection code. A new code stops the old one working at once.

WooCommerce products

If the plugin shares WooCommerce products, turn on Use for product picks on the WordPress tab. Marketers then fill modules from your shop’s products just as they would from a Shopify store’s, and fields mapped to product properties work with either.

• Prices are shown as your shop shows them, including sale prices. Turn on Show whole prices without .00 to drop the pennies from whole prices.
• Products whose catalogue visibility is Hidden are never shared.
• You can’t use WooCommerce products while a Shopify store is connected.

What’s shared

Only what you choose on Settings, then Modular Mail:

• published posts of the post types you tick. Drafts, scheduled, private and password-protected posts are never shared;
• only the fields you map;
• if you turn it on, your visible WooCommerce products.

The connection code is read only. It’s meant to be seen by your email team, so treat it like a public key rather than a password. The plugin sends nothing anywhere: Modular Mail’s editor, in your team’s browsers, asks your site for posts while they build an email, and the plugin answers.

Images are offered at every size up to 2,000 pixels wide, plus a 1,200-pixel copy for email, saved as JPEG when the original is WebP or AVIF.

Caution

Emails link to your site’s images. If you delete an image from WordPress, it disappears from emails already sent.

Disconnect

Disconnecting stops marketers filling modules from the site’s posts and products. Content already in campaigns stays as it is.

Next steps

• Developers: map fields to post fields.
• Marketers: fill modules from posts.

Troubleshooting

The checklist says something blocks Modular Mail. A firewall, security plugin or bot check is answering requests to /wp-json/modular-mail/ instead of WordPress. Allow that path in its settings. Don’t put a password or bot challenge in front of /wp-json/, as your team’s browsers call it directly.

Requests are being rate limited behind Cloudflare or another proxy. The plugin limits requests per visitor IP address. Behind a proxy, every request can seem to come from the proxy. A developer can pass the visitor’s real IP address through the plugin’s modular_mail_client_ip filter.

A field is missing from the picker. Check it’s mapped for that post type on the plugin’s settings page. Developers can add computed fields with the modular_mail_fields filter.