Top MailerLite Integrations for Automating Sales

MailerLite integrations can completely transform the way you automate sales—from lead generation to post-purchase follow-ups. Have you ever wondered how to connect MailerLite with your favorite tools to streamline your entire sales process without manual work? 

This guide explores the top MailerLite integrations that help businesses boost conversions, save time, and create a smoother, smarter sales funnel from start to finish.

Boost Lead Capture With MailerLite And Zapier Integration

MailerLite integrations with Zapier open the door to effortless automation.

Instead of copying data manually between your tools, you can let Zapier handle it in the background — capturing leads, syncing contacts, and nurturing prospects without lifting a finger.

Automate Lead Imports From Multiple Sources

If you’ve ever tried managing leads from multiple platforms — say, Facebook Ads, Typeform, and Eventbrite — you know how messy it can get.

I suggest connecting MailerLite to Zapier to centralize all those leads instantly.

Here’s a simple example setup:

• Trigger: A new form submission in Typeform.
• Action: Add or update a subscriber in MailerLite.

You can find this in Zapier’s UI by going to Dashboard > Create Zap > Choose App: Typeform > Action App: MailerLite.

Why it works: Zapier acts like a “universal translator” for apps. Once connected, every new lead — no matter where it comes from — automatically lands in your chosen MailerLite group. This eliminates data silos, ensures follow-ups happen faster, and keeps your email list fresh and organized.

Sync Form Submissions From Websites And Landing Pages

If your site runs on WordPress or Webflow, syncing form submissions to MailerLite can be life-changing. Instead of manually downloading CSVs, you can automate it in minutes.

Example setup:

• Trigger: New form submission on your landing page.
• Action: Add subscriber to MailerLite group “New Leads.”

From your Zapier dashboard: Create Zap > Choose Trigger App: Webflow > Event: Form Submission > Action App: MailerLite > Action: Add Subscriber.

You can even tag subscribers based on which form they used — ideal for segmenting traffic sources like “Facebook Ads,” “Organic,” or “Webinar Signups.”

Connect CRMs Seamlessly Without Manual Data Entry

Zapier makes it painless to connect CRMs like Pipedrive, HubSpot, or Zoho with MailerLite. Once linked, every new lead in your CRM automatically gets synced to your MailerLite email list.

For example:

• When a new deal is created in Pipedrive → Add contact to MailerLite → Trigger welcome email.

It’s a smart way to bridge your sales and marketing tools. You can even use conditional filters in Zapier (e.g., only sync leads with deal value > $500) to keep your email list high-quality and relevant.

Build Multi-Step Automation Workflows Effortlessly

One of Zapier’s best features is the ability to chain multiple actions — known as multi-step Zaps.

Here’s a real-world flow:

1. New submission from your webinar signup form.
2. Add subscriber to MailerLite.
3. Send them a confirmation email.
4. Add them to a Google Sheet for tracking.
5. Notify your team in Slack

This workflow builds a smooth, automated pipeline where your marketing, data tracking, and team notifications all happen instantly.

I recommend testing your Zaps before turning them on live — a simple dry run can prevent messy data duplication later.

Simplify E-Commerce Automation With MailerLite And Shopify

If you run an online store, MailerLite’s Shopify integration can feel like a personal sales assistant.

It automatically tracks customer activity, sends the right emails at the right time, and helps you make smarter decisions about customer retention.

Trigger Automated Email Sequences After Each Purchase

Once you connect MailerLite to Shopify (via Integrations > Add Shopify > Connect Store), you can trigger automated sequences immediately after a purchase.

For instance:

• Email 1 (Immediately): Thank-you message and order confirmation.
• Email 2 (3 days later): Product care tips or tutorial.
• Email 3 (7 days later): Ask for a review or offer a discount code.

Automation ensures consistent communication without the repetitive workload. You can set this up directly under Automation > Create Workflow > Trigger: “Shopify Purchase” in your MailerLite dashboard.

Segment Customers Based On Shopping Behavior

Segmentation is where things get powerful. Using MailerLite’s e-commerce tracking, you can automatically group customers by total spend, purchase frequency, or product category.

Example segments:

• “VIP Customers” – Spent over $500.
• “One-Time Buyers.”
• “Frequent Buyers – More than 3 orders.”

This allows you to tailor emails: VIPs get early access to sales; one-time buyers receive re-engagement offers. I’ve seen brands double their open rates just by sending more relevant messages using this strategy.

Recover Abandoned Carts With Targeted Email Campaigns

Cart abandonment emails can recover up to 15% of lost sales, according to Baymard Institute.

In MailerLite, you can set this up using: Automation > Create Workflow > Trigger: “Abandoned Cart” > Send Reminder Email After 1 Hour.

You can personalize your email with dynamic variables like:

“Hi [name], you left [product_name] in your cart — it’s still waiting for you!”

To make it irresistible, I suggest offering a small incentive, like free shipping or a time-limited discount code.

Personalize Upsells And Product Recommendations

Mailerlite’s product feed integration with Shopify lets you automatically insert product recommendations into your emails.

You can:

• Showcase “Similar Items” based on the last purchase.
• Cross-sell accessories for the product they bought.
• Offer bundle deals right inside the email.

Example: “You bought our Eco-Friendly Water Bottle — want to add a Bamboo Cleaning Brush?”

Using personalization tokens (like {{ product_title }} or {{ last_order }}) makes each email feel hand-written and thoughtful — a small touch that drives repeat sales.

Streamline Payments And Customer Data With MailerLite And Stripe

The MailerLite and Stripe integration is a dream for digital product sellers, course creators, and SaaS businesses.

It connects your payment processing with your email marketing — automatically adding customers, sending receipts, and tracking lifetime value in one place.

Automatically Add Paying Customers To Email Lists

Once Stripe is connected (via Zapier or direct integration), every new payment can automatically create or update a subscriber in MailerLite.

Example flow:

• Trigger: Successful payment in Stripe.
• Action: Add subscriber to “Active Customers” list in MailerLite.

From there, you can trigger an automated “Welcome” or “Getting Started” sequence. This is perfect for digital products, online courses, or subscription services.

Send Payment Confirmations And Follow-Up Offers

Instead of sending a boring “receipt,” use MailerLite to make it meaningful.

For example:

• Email 1: Payment confirmation + next steps.
• Email 2 (1 week later): Bonus resources or discount on upgrades.

Here’s how to set it up: Automation > Create Workflow > Trigger: “Subscriber Added to Active Customers” > Add Email: Payment Confirmation.

This transforms a transactional moment into a customer engagement opportunity.

Track Customer Lifetime Value Through Segmentation

You can use Stripe’s customer data (e.g., total amount spent) to segment users inside MailerLite.

Examples of segments:

• “Top Customers” – Lifetime spend > $1000.
• “At-Risk Customers” – No payment in 6 months.

By syncing this data, you can easily send personalized reactivation campaigns. For instance, “We miss you! Here’s 20% off your next renewal.”

Improve Retention With Personalized Renewal Campaigns

Retention automation is where Stripe and MailerLite shine together.

Let’s say you sell a monthly membership.

You can:

• Trigger reminders 7 days before renewal.
• Send an upsell for a yearly plan with a discount.
• Email customers who cancel, asking for feedback or offering a “win-back” coupon.

To do this, build a workflow like: Trigger: Renewal event in Stripe > Condition: Subscription status > Email: Renewal reminder or win-back offer.

I believe this integration is one of the most valuable for any subscription-based business — it gives you real-time insight into who’s paying, who’s slipping away, and who deserves a thank-you reward.

Pro Tip: Combine all three — Zapier, Shopify, and Stripe — for a complete automation system. With Zapier connecting your tools, Shopify driving product sales, and Stripe handling payments, MailerLite becomes the central hub that ties your entire sales automation ecosystem together.

Enhance CRM With MailerLite And HubSpot Integration

When MailerLite and HubSpot are in sync, marketing and sales stop stepping on each other’s toes.

Use this setup to cleanly pass contacts, trigger targeted drips, and report on funnel conversion without spreadsheets.

Sync Contacts Between HubSpot And MailerLite Instantly

What You’re Solving: Duplicate contacts and stale data slow everything down. Clean, two-way sync means fewer mistakes and faster follow-ups.

How To Set It Up (Quick Path):

• In MailerLite: Go to Integrations > HubSpot > Connect and authenticate your HubSpot account.
• In HubSpot: Create a List (e.g., “Marketing Qualified – Form Demo”) and a Property for lifecycle stage if you don’t already track it.
• In MailerLite: Map fields under Integrations > HubSpot > Field Mapping (e.g., HubSpot “Lifecycle Stage” → MailerLite “Lifecycle_Stage” custom field).

Pro Tips I Recommend:

• Use Static vs. Active Lists wisely: Active lists in HubSpot auto-update and keep MailerLite segments fresh.
• Normalize fields: Keep country/state formats consistent (e.g., “US” vs. “United States”) to avoid broken segments.

What Good Looks Like: New or updated contacts in HubSpot reflect in MailerLite within minutes, correctly tagged by source or lifecycle stage.

Align Marketing And Sales With Shared Data Insights

Why This Matters: When sales sees what content triggered interest (and marketing sees pipeline stage), campaigns get sharper.

Practical Build:

• Shared KPIs: Create properties for Marketing Source, MQL Date, SQL Date in HubSpot; sync to MailerLite fields.
• Surface Useful Signals: Track last email clicked, last campaign name, and lead score (if used in HubSpot) as custom fields in MailerLite.
• UI Path: In MailerLite, open Subscribers > Fields > Create Field for each KPI you want visible in email segmentation.

A Small Workflow That Helps:

• If Lifecycle Stage changes to SQL in HubSpot → Update MailerLite subscriber field → Enter “Sales Enablement” sequence with case studies and ROI calculators.

Benchmarks To Watch: Email clickers typically show 2–3x higher demo booking rates than non-clickers. Use this to prioritize outreach.

Nurture Leads With Behavior-Based Drip Campaigns

Idea In Practice: Not all MQLs are equal. Behavior-based drips warm up the right people faster.

Setup Example:

• Trigger: HubSpot property “Became MQL Date” is set.
• In MailerLite: Automation > Create Workflow > Trigger: Updated field MQL = true.
• Branching:
  • If Visited Pricing Page (tracked in HubSpot) → Send comparison guide.
  • If Downloaded eBook → Send 3-part education series before CTA.

Content Strategy I Use:

• Email 1: Value-first primer (no hard sell).
• Email 2: Customer problem–solution story + 1 metric.
• Email 3: Product walkthrough + soft CTA to book.
• Email 4: Objection handling (“Will it work with X?”) + social proof.

Sanity Check: Keep a throttle—e.g., “Do not send more than 3 emails in 7 days”—to avoid fatigue.

Measure Conversion Rates Across The Full Sales Funnel

What To Measure: Opt-in → MQL → SQL → Opportunity → Won. Tie MailerLite campaigns to HubSpot stages so you can attribute wins.

Workflow I Suggest:

• In MailerLite: Add UTM parameters to all campaign links (e.g., utm_source=mailerlite&utm_campaign=webinar_drip).
• In HubSpot: Create a Funnel Report by lifecycle stage and filter by Original Source or UTM Campaign.
• Add a MailerLite custom field Last_UTM_Campaign to segment follow-ups by campaign cohort.

Quick Win: Identify the top 3 campaigns that create the most SQLs per 100 MQLs and double down. Even a 10% lift in MQL→SQL can be a large revenue jump when scaled.

Automate Webinars And Events With MailerLite And Zoom

Webinars work when reminders hit on time and follow-ups are customized. MailerLite + Zoom handle the logistics so you can focus on content and conversions.

Register Participants And Send Automated Reminders

Why This Works: More registrations and better show-up rates come from seamless signups and time-boxed nudges.

How To Build It:

• In MailerLite: Forms > Create Form (or landing page). Add fields you need (name, role, use case).
• Automation > Create Workflow > Trigger: Form Submitted (Webinar Sign-Up).
• Action: Add to group “Webinar – Next Session.”
• In Integrations: Connect Zoom and map “Group: Webinar – Next Session” → “Zoom Webinar: [Title]”.

Reminder Cadence I Use:

• T-7 days: Agenda + value promise.
• T-24 hours: Add calendar file (ICS).
• T-1 hour: Short reminder with join link.
• T-5 minutes: “We’re live” nudge.

Micro-Optimization: Add a “Test your audio” link. Small trust signal, real attendance lift.

Deliver Post-Webinar Follow-Up Sequences

Segment By Behavior: Attended full, partial, registered-no-show, asked a question, clicked offer.

Sequence Example:

• Attended 45+ minutes: Send replay + advanced demo invite.
• Partial/no-show: Short replay highlight reel + 1-click calendar to next cohort.
• Asked a question: Personalized answer + relevant resource.

UI Path: In MailerLite, Automation > Workflow > Condition: Field ‘Zoom_Attendance’ equals ‘Attended’ → Branch emails accordingly. You can populate this field via the Zoom integration or a Zap.

Tip I Believe In: Include the offer again at the top of the replay email. People skim. Make the CTA obvious.

Track Engagement Metrics For Future Campaign Optimization

What To Track: Registration rate, show-up rate, average watch time, replay clicks, offer clicks, conversion to demo/purchase.

Practical Reporting:

• In Zoom: Export Attendee Report (join time, leave time, questions).
• In MailerLite: Append custom fields like Watch_Time_Min, Offer_Clicked, Question_Submitted via integration or Zap.
• Build a segment: Watch_Time_Min ≥ 30 AND Offer_Clicked = true. Hit them with a focused sales sequence.

Benchmarks To Aim For: 35–45% attendance rate is common; high-intent lists can exceed 50%. If you’re below 25%, fix reminders and the landing page clarity first.

Integrate Calendar Invites And Confirmation Workflows

Make It Easy To Show Up: One click to add to calendar is gold.

Add ICS In MailerLite:

• In your confirmation email, attach an .ics file or link to a hosted ICS.
• Example UI path: Campaigns > Create campaign > Content > File Manager to upload ICS, then link it in the email.

Backup Confirmation:

• SMS (if enabled): T-30 minutes with the join link.
• Fallback Email: If open rate < 20% on T-24 reminder, trigger a resend with a different subject.

Little UX Flourish: Include local time note in the subject line: “Tomorrow 11:00 AM your time.”

Maximize Leads With MailerLite And Facebook Lead Ads

Facebook Lead Ads can fill your funnel quickly, but only if the leads enter MailerLite instantly, get welcomed fast, and are segmented by campaign for accurate ROI.

Capture Facebook Leads Directly Into MailerLite Lists

Goal: No CSVs. Leads flow straight from Facebook into the right MailerLite group.

Two Reliable Paths:

• Native + Integration: In MailerLite, go to Integrations > Facebook and connect your page + ad account (if available in your plan/region).
• Zapier Route: Zapier > Create Zap > App: Facebook Lead Ads (Trigger: New Lead) → Action: MailerLite (Add/Update Subscriber) → Group: FB – [Campaign Name].

Field Mapping Tip: Map “Campaign Name,” “Ad Set,” and “Ad ID” to MailerLite custom fields. This sets you up for clean ROI tracking later.

Quality Guardrails: Add a double opt-in for regions where consent is required, and use Facebook’s Higher Intent form option to reduce junk.

Trigger Instant Welcome Emails For New Leads

Speed Wins: Respond within 5 minutes. It meaningfully increases conversion to the next step.

Workflow Setup:

• In MailerLite: Automation > Create Workflow > Trigger: Joins Group ‘FB – [Campaign Name]’.
• Email 1 (Instant): Deliver the promised resource or booking link.
• Email 2 (Day 2): Short success story or quick-start mini-guide.
• Email 3 (Day 4): Light CTA to book a call/demo with a low-friction calendar link.

Copy Advice I Use: Reference the exact ad angle to maintain message match. Example: “You asked for the pricing checklist from our ‘Cut Cost By 20%’ ad—here it is.”

Segment Audiences Based On Ad Campaigns

Why Segment By Campaign: Different angles attract different pains. Treat them differently and watch reply rates climb.

Practical Segments:

• By Funnel Stage: TOFU eBook vs. BOFU case study ads.
• By Industry/Role: If captured in the form, route to tailored drips.
• By Engagement: Open/Click in first 72 hours = High-intent segment.

UI Path: Subscribers > Segments > Create Segment using custom fields (Campaign, Ad Set) + engagement filters (Opened in last 3 days).

Smart Branching Example: If Campaign Theme = ‘Compliance’ → send compliance pain-point sequence; if ‘Cost Savings’ → ROI calculator + pricing worksheet.

Measure ROI By Tracking Lead Conversion Through Email

Endgame: Tie spend to revenue, not just clicks.

Minimal Viable Attribution:

• Add UTMs on Facebook forms (hidden fields or by naming convention) so every lead carries utm_campaign into MailerLite.
• In MailerLite: Add a field Source_Campaign and map it from Zapier or the integration.
• Track key milestones as fields: Booked_Demo, SQL, Deal_Won (via HubSpot or your CRM).

Reporting Loop I Suggest:

• Export cohorts by Source_Campaign from MailerLite monthly.
• In your CRM, pull revenue by cohort.
• Calculate Cost per SQL and ROAS per campaign. Kill the bottom 20%, scale the top 20%.

Reality Check: Some campaigns deliver cheaper leads but weaker SQL rates. Optimize for cost per qualified opportunity, not just cost per lead.

Quick Reference: What Each Integration Excels At

Pro Tip To Implement Today: Pick one integration and add just one data point that improves actionability. For HubSpot, sync Lead Score; for Zoom, sync Watch_Time_Min; for Facebook, sync Source_Campaign. Then create a single MailerLite segment that uses that field and send a tailored follow-up. Small data, big lift.

Simplify Online Course Sales With MailerLite & Teachable

This section shows how to turn a purchase into a smooth student onboarding flow — from enrollment to upgrades — using MailerLite as your email engine. I’ll include exact UI paths and practical automation blueprints.

Enroll Students Automatically After Purchase

What this fixes: manual CSV uploads and delayed access.
How to set it up: connect Teachable → MailerLite using Zapier or a direct integration if available.

From MailerLite: go to Integrations > Zapier > Create Zap (or use Teachable in the Integrations list). 

In Zapier: Trigger = New Purchase (Teachable) → Action = Add/Update Subscriber (MailerLite) → Map email, name, course_id, and product_name into MailerLite fields.

Step-by-step example:

• Create a Zap: New Sale in Teachable → MailerLite Add Subscriber.
• In MailerLite: create a group called “Course — [CourseName]”.
• Map the Zap to add students to that group and tag them with course:[CourseName].

Practical tip I recommend: include a custom field like Course_Start_Date and populate it from the purchase date. That allows time-based automations (e.g., “Day 3: First Lesson Reminder”).

Send Course Reminders And Progress Emails

Why it matters: reminders increase completion and reduce refunds.
How to build it: in MailerLite go to Automation > Create Workflow and choose the trigger “Subscriber added to group ‘Course — [CourseName]’” or “Custom Field Updated: Course_Start_Date”. Create a sequence that paces content and nudges:

Example cadence:

• Day 0: Welcome + How To Access Course (include direct Teachable login link).
• Day 2: Getting Started Checklist (first lesson + 5-minute preview).
• Day 7: Progress check + FAQ.
• Day 21: Certificate / Next steps.

UI shortcut: From dashboard, click Automation > Create Workflow > Trigger > Subscriber joins group. Drag in conditional steps like “If hasn’t opened Email 2 in 4 days → send SMS or Slack alert.”

Real-world scenario: I suggest sending micro-lessons (1–2 paragraphs) rather than long emails — learners skim, so short wins.

Offer Upsells For Advanced Courses Or Memberships

How to implement: use purchase triggers and tags to run targeted offers. When a student completes Module 1 (tracked as a Teachable event or a completion webhook), Zap that event to MailerLite to add a tag like completed_mod1.

Then run a two-email upsell drip targeted only to subscribers with that tag.

Example:

• Trigger: Tag completed_mod1.
• Email 1: “Advance your skills — 20% off Advanced Course” with a one-click checkout link.
• Email 2 (48 hours): Social proof + last-chance discount.

Strategy tip I advise: A one-time “alumni” discount (valid 72 hours) converts better than indefinite coupons. Track conversions by adding utm_campaign=upsell_module1 to links.

Analyze Student Engagement Through Email Metrics

What to track: open rate, click-to-enroll for upsells, and activity-triggered events (like lesson clicks). Add fields in MailerLite for Last_Login, Modules_Completed, and Payment_Status. Populate these via webhooks or Zapier from Teachable.

Mini-report workflow:

• Export or sync Modules_Completed into MailerLite weekly.
• Build a segment: Modules_Completed >= 3 AND Last_Login < 14 days to re-engage dormant learners.
• Track conversion metric: Upsell Conversion Rate = Upsell Purchases / Emails Sent to Upsell Segment.

Quick metric to watch: if your course onboarding sequence yields <20% Day-7 engagement, tighten the first two emails and shorten the time-to-value (first lesson should be consumable in 5–10 minutes).

Manage Customer Support And Feedback With MailerLite & Zendesk

Pairing MailerLite with Zendesk turns support touchpoints into marketing signals: every resolved ticket can prompt a satisfaction survey, a follow-up sequence, or a targeted retention offer.

Automatically Add Support Ticket Submitters To Lists

Why do this: Capture context and follow up after issues are solved. 

How to set it up: Use Zapier or your integration layer. Zap trigger = New Ticket (Zendesk) → action = Add/Update Subscriber (MailerLite). Map fields: email, ticket_id, topic, priority, and support_status.

Suggested MailerLite fields:

• Ticket_ID (string)
• Ticket_Status (open/resolved)
• Issue_Type (billing/technical/other)

Best practice: store ticket_id as a custom field to avoid duplicate threads and to match follow-ups to the right issue.

Send Satisfaction Surveys After Issue Resolution

What works: timing and simplicity. Trigger a survey when Zendesk ticket status changes to “solved.” Use Zapier: Trigger = Ticket Solved → Action = Add Subscriber to “Post-Support Survey” group → Start Automation.

Survey sequence:

• Email 1 (Immediate): One-click satisfaction buttons (Great / Okay / Poor) that call a webhook and update a MailerLite field.
• Email 2 (If “Poor”): Ask for details + offer live support or a consultation.
• Email 3 (If “Great”): Ask for a testimonial or a referral link.

UI path: In MailerLite, create a Campaign with a one-click survey using links that set a custom field via a tracking URL.

Conversion note: One-click satisfaction responses typically beat long surveys — low effort yields higher response rates.

Segment Users Based On Support History

Why segment: personalize retention and prevent churn.

Segment examples:

• FrequentSupportUsers — >3 tickets in 90 days.
• ResolvedWithDiscount — had refunds or partial credits.
• TechnicalIssueHistory — flagged for priority fixes.

Use these segments to:

• Trigger a product education drip for FrequentSupportUsers.
• Offer loyalty rewards for ResolvedWithDiscount users.
• Route high-value customers to a dedicated success manager.

A quick workflow: Subscribers > Segments > Create Segment using fields Ticket_Count and Last_Ticket_Date. Then automate personalized messages.

Improve Customer Retention Through Follow-Up Campaigns

Retention plays: apology sequences, fix confirmations, and exclusive offers. After a ticket is solved, run a 3-step retention flow:

Flow example:

1. Resolution confirmation + resources (day 0).
2. Follow-up with an educational FAQ (day 3).
3. If no negative feedback and customer spent >$X, send a small loyalty discount (day 14).

Metric to track: churn rate among FrequentSupportUsers vs general population. If churn is 2x higher, prioritize product fixes and proactive emails.

Quick pro tip I suggest: Tag tickets that mention “refund” or “cancel” and immediately add those users to a winback funnel with an exit survey.

Centralize Marketing Data With MailerLite & Google Sheets

Use Google Sheets as a lightweight data warehouse for campaign logs, cohorts, and quick dashboards — especially useful if you don’t have a BI tool yet.

Automatically Log Campaign Data For Reporting

What to capture: campaign name, send date, opens, clicks, unsubscribes, and UTM campaign.
How to automate: use Zapier or MailerLite’s export hooks. Zap trigger = Campaign Sent/Completed → Action = Append Row (Google Sheets). Map columns: Date, Campaign_Name, Total_Sent, Open_Rate, Click_Rate, Unsubscribes, UTM_Campaign.

Implementation tip: Keep a sheet per quarter and a master summary tab that pulls last 90 days via IMPORTRANGE.

Mini use-case: Build an automatic “weekly highlights” sheet that summarizes top-performing campaigns and top subject lines.

Track Sales And Conversion Metrics In Real Time

How to make it near real-time: push key conversions (purchases, demo bookings) from your CRM or Stripe into the same Google Sheet. Example flows:

• Zap: New sale in Stripe → Append row in Sales sheet with utm_campaign.
• Zap: MailerLite click on checkout link → Update the click count in campaign log.

A simple KPI to compute in-sheet:

• Lead-to-Customer Rate = Customers from campaign / Leads from campaign.
• Cost-per-Customer = Ad Spend / Customers from campaign (bring ad spend as a separate column).

Share Data Across Teams For Smarter Decisions

Why Google Sheets: editable, sharable, and low friction. Use protected ranges for formulas and a “read-only” dashboard sheet for stakeholders.

Quick workflow:

• Create a dashboard sheet with pivot tables and charts (Campaign vs Revenue).
• Share view-only links with stakeholders and give edit access to marketing ops.
• Set up a daily Zap to refresh core metrics and append changes.

Team habit I recommend: schedule a 10-minute weekly review where the team does one small experiment based on the sheet (e.g., test subject line X).

Create Custom Dashboards To Monitor Automation Performance

How to build a lightweight dashboard:

• Sheet A: Raw log of campaigns and conversions.
• Sheet B: Pivot table (Campaign by Revenue, Click Rate).
• Sheet C: Simple trend chart for opens and conversions.

Metric suggestions:

• 7-day rolling conversion from email clicks to purchase.
• Top 3 campaigns by revenue per send.
• Bounce/backlog alerts (if unsubscribes spike >2%).

If you want more advanced visuals later, those sheets make it trivial to import into Google Data Studio or another BI tool.

Optimize Workflow Management With MailerLite & Trello

Trello is a visual place to plan campaigns; pairing it with MailerLite smooths content production and launch execution.

Turn Email Campaigns Into Actionable Trello Tasks

What to do: create a Trello card when a campaign is scheduled.
How to implement: Zapier trigger = New Campaign Scheduled (MailerLite) → Action = Create Card (Trello).

Populate card fields: campaign name, send date, checklist (copy, design, approvals), and attach the draft campaign link.

Checklist template I recommend:

• Copy draft ready
• Design blocks finished
• Links UTM-tagged
• QA review done
• Send test email

Practical shortcut: add due dates in Trello that sync to MailerLite send dates so nothing slips.

Collaborate On Content Creation And Scheduling

How Trello helps: assign owners, collect assets, and centralize feedback. Use Trello card comments for edit suggestions and attach images or copy snippets.

Example flow:

• Content owner moves card to “Ready for Design.
• Designer uploads final assets to the card (attachments).
• QA moves card to “Ready to Send” and triggers a MailerLite test send using the test email stored in the card.

UI hint: in Trello, use Labels (e.g., “High Priority”, “Holiday”) and mirror those as tags or fields in MailerLite for launch-time segmentation.

Track Campaign Progress Across Teams

Board columns I suggest:

• Idea Backlog
• Writing
• Design
• QA
• Scheduled
• Sent
• Analysis

Use automation (Butler in Trello) to move cards or add checklists when MailerLite reports a send. Example Butler rule: When a card moves to “Sent,” add checklist item “Add performance to Google Sheet.”

Performance review: set a Trello checklist item to collect opens, clicks, and revenue within 24–72 hours post-send.

Sync Completed Campaigns For Post-Performance Review

Why sync: ensure learnings are recorded and acted on. When MailerLite campaign completes, create a Trello card in “Post-Mortems” with campaign metrics appended via Zapier.

Post-mortem template:

• Goal (what we intended)
• Outcome (opens, CTR, conversions)
• What worked
• What to change next time
• Next experiment idea

Practical habit I recommend: every completed campaign should end with one action item in Trello. If it doesn’t — the learning is lost.

Comparison Snapshot: Integrations At A Glance