How to Drive More Engagement and Boost Sales With Growmatik

For far too long, I’ve put off implementing serious email marketing and customer relationship management (CRM) processes.

While I’ve never been driven solely by money, I know I have left a lot of money on the table by not doing more in terms of upselling, staying in better contact with customers, etc.

More importantly, I could have helped clients be even more informed, save even money, and so on.

At the time of this writing, I just finished going down a rabbit hole, looking for a single solution to replace my current tools for transactional email, email marketing, and customer relationships.

  • Transactional Email: I’m using Sendinblue. It’s a great product, and I have no complaints about it. Sendinblue is a serious contender and checks all the boxes. However, their CRM offering is currently transitioning with their recent acquisition of a CRM-focused company. The transition could be a good thing, but I didn’t want to waste more time waiting around to see how it shakes out.
  • Email Marketing: Mailchimp is what I’ve used since day 1, but I barely tapped into everything it does, and I’ve grown tired of their frustrating form builder. I can’t throw too much shade at Mailchimp, though, as it’s helped me immensely and for no cost. It’s a pretty good product overall.
  • CRM: I’m using a few tools to keep track of customer relationships, and the primary players include LiveChat and Airtable. I love both solutions, and they will remain on the list of tools I use daily. But, they are not comprehensive CRM solutions.

There were a handful of attractive solutions, but they either lacked a feature, posed a potential risk in terms of performance, or didn’t pass the smell test.

It was by sheer coincidence that I stumbled upon Growmatik, which, from the outset, checks all the boxes.

Growmatik Setup

Connect Your Store / Site

  1. Start your FREE, 14-day, Growmatik trial.
  2. Install and activate the Growmatik WordPress plugin on your website.
  3. Click ‘Connect & Activate’ and follow the instructions to connect with a Growmatik account.
  4. Click ‘Authorize Access.’
  5. WordPress Dashboard > Settings > Growmatik > Settings > Marketing Email Consent
  6. Tick the boxes that make sense for your business.
  7. Adjust the text that will be displayed next to the boxes you have opted to display.
  8. Right-click the ‘Continue to Growmatik’ button that appears at the top of your WordPress Dashboard, and we’ll pick up the setup of Growmatik in the following sections.

Import Contacts

You can skip this section if you’re just starting with email marketing and have no contacts.

It’s worth noting that in the background, Growmatik has already started pulling in all your website’s users (Subscribers, Customers, etc.), and if you’re like me, you’ll see all these users and wonder how they got in there when you haven’t imported anything yet.

IMPORTANT: The users that Growmatik automatically pulls in are totally different than email marketing contacts. In other words, just because a user might be your customer doesn’t mean they still want to receive your marketing emails. In short, think of these users as those you can send transactional emails to (order info, password resets, etc.) and those you can target to convert to email marketing audience members.

Export Mailchimp Contacts

If you happen to be using Mailchimp like me, here are the steps to export your contacts.

  1. Mailchimp Dashboard > Audience > All Contacts
  2. Click ‘Export Audience’.
  3. Click ‘Export As CSV’.

At this point, you will have a ZIP file that contains separate contact lists (.CSV files) for each status (Subscribed, Unsubscribed, etc.).

  1. Extract the contents of your ZIP file.

Migrate Contacts from Mailchimp to Growmatik

  1. Growmatik Dashboard > Import Your Contacts > Click ‘Import’.
  2. Upload  .CSV File > Click ‘Start Importing’.
  3. Choose the ‘subscribed members’ .CSV file and click ‘Next.
  4. Check the ‘Update and override existing people that match by Email’ box.
  5. Click ‘Next’.
  6. Map Attributes > Click ‘Next’. (Note: You may have a need to adjust the attribute mapping, but typically this won’t be required.).
  7. Click ‘Next’.
  8. Click ‘Done’.

If you’re importing a significant number of contacts, I recommend continuing with your setup of Growmatik, as they will email you once your import has been completed.

At this point, you now have the people imported into Growmatik that you know for sure are willing to participate in your email marketing campaigns.

NOTE: Although sending emails to unsubscribed users is not recommended, you may import them to target them for other automation strategies such as popups, personalized pages, etc. I repeated the steps above to import my .CSV import files for Non-Subscribed and Unsubscribed contacts.

IMPORTANT: Mailchimp may provide you with an import file for ‘Cleaned’ contacts. Do not import this into Growmatik, as this is a list of email addresses that have hard-bounced or repeatedly soft-bounced and are considered invalid.

Email Settings

Basic Settings

  1. Growmatik > Setup Your Email Settings > Click ‘Setup’.
  2. Company Postal Address > Enter the legal mailing address for your business.
  3. Footer Content > Adjust if desired, taking advantage of the ‘Dynamic Keywords’ if applicable.
  4. Click ‘Save Settings’.

Custom Outbound Email

  1. Click ‘Add New Email Address’.
  2. Enter the desired sender name, and sender email address, and click ‘Add’.
  3. Click ‘Send Verification Email’.
  4. Once the verification email hits your inbox, click ‘Verify Email Address’.

At this point, your email should be verified, and you should be presented with an ‘Authenticate Domain’ button.

  1. Click ‘Authenticate Domain’.
  2. Add the provided CNAME records to wherever it is you manage your DNS. (Note: If you use Cloudflare to manage your DNS, as I do, then you want to be sure and toggle OFF the ‘Proxy Status’ option for each of these records.).
  3. Click ‘Verify’.

Create Your First Automation / Email

Growmatik provides simple yet powerful automation mechanisms to automate marketing actions such as sending emails, personalizing content, showing popups, and more for your visitors based on their stage in their journey on your website. 

There are many automation options to choose from (or build), and too many to cover within this guide.

For this guide, let’s walk through setting up an automation to thank customers for their first order.

IMPORTANT: When designing email templates, it’s important to keep your designs simple; otherwise, you risk having your emails flagged as SPAM within the various email solutions. Don’t add tons of images, text, etc., which causes your email template to become a mini website that nobody wants to see. The simple rule here is to consider the emails you are willing to receive and read.

  1. Growmatik > Setup Your First Automation > Click ‘Create’.
  2. Click ‘Add New Rule’.
  3. Click ‘Start From a Template’.
  4. Choose the ‘Thanks For First Order’ template.
  5. Click ‘Use This Template’.
  6. Event > From the dropdown, choose ‘Order Completed’.
  7. Action > Subject > Clear out what’s there by default and enter “Hi”.
  8. Click ‘Dynamic Keywords’.
  9. Dynamic Keywords > Personal Details > Choose ‘First Name’.
  10. Go back to the subject line and enter “. Thank you for your support.”

Once done, you should have a subject line as shown below. You can also copy what I’ve provided.

					Hi {{FIRSTNAME}}! Get 10% OFF Your Entire Next Order.
  1. Email Type > Marketing
  2. Click the edit icon on the email template card.
growmatik email automation thanks for first order edit design content
  1. Logo > Click on the Logo icon.
  2. Click ‘Replace Image’.
  3. Click ‘Upload Image’
  4. Select your desired logo and click ‘Use This Media’.
  5. Work through the template, adjusting the wording, branding, adding your own coupon, linking the shop button to your website, etc., as desired.


I break out coupons specifically here because there is a bit of a twist here. Growmatik includes a coupon widget within the template, but you need to replace it with your own.

If you’re not going to use coupons and instead use some other type of promotion, you can just remove the coupon widget from the template and skip this section.

  1. Delete the coupon widget that Growmatik adds to the template by default.
  2. Hover over any widget within the template and click the ‘+’ icon.
  3. Select the ‘Coupon’ widget.
  4. Click ‘Save Email’.

At this point, Growmatik will sync this coupon with your website under the WooCommerce coupons area and you’ll know it’s a Growmatik-based coupon since they add a nice little icon indicator for you.

  1. WordPress Dashboard > Marketing > Coupons (Note: The coupon from the Growmatik side should be there, but if it’s not, do a hard refresh on your browser to update your dashboard.).
  2. Edit the Growmatik coupon, giving it a name, an optional description, and of course, set up all the parameters like the discount amount, products associated, limitations, and so on.
  3. Save the changes to the coupon.
  4. Go back to your Growmatik dashboard, look at your template again, and you should see the coupon appear.
  5. Optionally design the coupon further, like increasing the font size, bolding the text, using consistent typography, etc.
  6. Click the ‘Options’ dropdown next to the ‘Save Rule’ button.
  7. Click ‘Send Test Email’.
  8. Click ‘Save Email’ when you’re happy with the design and functionality of your email template.
  9. Click ‘Save Rule’.
  10. If your automation is ready to rock, toggle it from ‘Paused’ to ‘Active’.

Managing Multiple Brands With Growmatik

If you have more than one brand that you want to use with Growmatik, this section covers how to go about that.

Add Another Site

  1. Gromatik Dashboard > Click on your profile avatar in the lower left of the screen.
  2. Click on the name of your first site and then choose ‘Add New Site’.
  3. Fill in your business details.
  4. Repeat the same steps you took above when setting up your first business for use with Growmatik.