Sumo for WordPress

Ultimate Guide to Setup SUMO for WordPress6 min read

Ultimate Guide to Setup SUMO for WordPress
Ultimate Guide to Setup SUMO for WordPress

This post is a complete guide to setup SUMO for WordPress powered site. But before then, What is SUMO? Sumo is a blogging tool or suite apps

Editor's Rating:
4.8

This post is a complete guide to setup SUMO for WordPress powered site. But before then, What is SUMO?

Sumo is a blogging tool or suite apps that works on almost any website. It has more than 5 million users around the world.

The Sumo suite of tools, previously known as SumoMe, can help you add many useful features to your WordPress website.

SumoMe is trusted by top blogs like The Art of Manliness, The Four Hour Workweek, and Social Media Examiner. … Increase social shares on your blog.

Setup SUMO for WordPress
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As nearly all of these features are focused on increasing the conversion rates of your website or helping it become a more effective marketing tool, every website owner should at least consider Sumo.

However, with a free version as well as a number of premium options available, which version of Sumo should you use?

Features of Sumo

  • List Builder 3 – email opt-in form and custom content pop-up tool.
  • Heat Maps – find out where your visitors are clicking on your site.
  • Smart Bar – display forms and custom content in a hello bar style display.
  • Share – increase your social shares and followers.
  • Scroll Box – another tool to grow your email list and generate more leads.

Why SUMO

Sumo is a great choice for bloggers who want to enjoy premium services with little or no money. Features offered by SUMO in their free plan will cost you some money on other blogging tools.

Sumo free plan is good for individuals whose budget isn’t big to accommodate expensive tools.

How to Setup SUMO For WordPress

  • Log in to your website’s WordPress Admin Dashboard.
  • Select Plugins > Add New. Search for Sumo and then click Install Now. Click Here to learn how to install a plugin
  • Click Activate Plugin to finalize your plugin install of Sumo.
  • Click Settings within the plugin list or on Sumo within the dashboard.
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sumo WordPress
  • Click Connect to attach your account to access your Sumo tools.
SUMO wordpress
  • Enter in your Sumo account information or create a new account.
SUMO WordPress
  • Yes, you are connected! Now click on My Apps to access your tools.

Now that you have successfully integrated SUMO with WordPress properly, its time to do more than just integration.

How to Setup Share Button With SUMO

An essential part of growing your website’s audience involves finding an effective way to convert your visitors into social media followers, as well as making it easy for them to share your content with their followers.

Other features of this WordPress social sharing tool from Sumo include:

  • Display share buttons for a long list of social media sites
  • Lots of placement options including floating/fixed share bars
  • Click tracking data (total and top pages)
  • Display the number of shares for each network or in total (optional)
  • Set the button size

As you can see this is a relatively feature-rich free social sharing plugin for WordPress making it a good choice for someone looking for a flexible option.

Adding Share Button to Site

From your SUMO Account Dashboard:

  • From the Dashboard, hover your mouse to the Extra button and Click Share
Ultimate Guide to Setup SUMO for WordPress
  • As a First timer, you’ll be asked to Activate, Click the big blue Activate button
  • Click on the Settings button at the top to begin your Share Button Setup
Ultimate Guide to Setup SUMO for WordPress
  • Use the other tabs to set up your share button properly the way you desire
  • Remember to scroll down the page on each section to check out other settings
  • Click Save when done

How to Collect Emails with SUMO

Before we create forms to collect emails, let talk about emailing services.

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There are two ways to send emails using SUMO.

First is, allowing SUMO to handle emails to be sent via a onetime campaign or vis automation.

Second is integration with email marketing services like MailChimp, Aweber, Constant Contact, etc

Let’s look at both.

Allow SUMO Send Email Campaign

One Time Email Campaign

  • Click on the Email tab at the top menu of your SUMO Dashboard
  • Click on either +Create Email or Create a New Campaign
Ultimate Guide to Setup SUMO for WordPress
  • This will take you to another page where you can create the email you want to send out to your subscribers
  • Write your email or use the template button to create your campaign
  • Edit details like: From Name, Reply-to Address, To, Subject, Preview Text …to make your email campaign look professional.
Ultimate Guide to Setup SUMO for WordPress

SUMO Automation Campaign

Sumo can send email automation on your behalf without the need of going back to the dashboard to send new emails to subscribers.

You can send emails at intervals either when an action is triggered or when a new subscriber joins a list or group.

  • Click on the Automation blue button on our Screen
  • Fill in the necessary details
  • Click Create Automation button at the bottom of the Screen
Ultimate Guide to Setup SUMO for WordPress
  • You will be taken to a new screen where you will see an Envelope button, Click the Envelope button and create the email campaign you want to send

Another way you can send an email campaign is to make use of Email Marketing Services like MailChimp.

This is our preferred option. We prefer you use tools whose main service is email marketing

How to Integrate MailChimp and others with SUMO

You can integrate MailChimp and other email marketing Services with SUMO

Key integration features:

1 Disable double opt-in: You can choose to not require Sumo subscribers to confirm a double opt-in confirmation email sent from MailChimp.

2 Interest groups: You can choose one or more (or none) MailChimp Interest Groups to apply to your Sumo subscribers.

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MAILCHIMP INTEGRATION DETAILS

  • Open the Launcher Settings menu at the top-right of the Launcher and select Settings.
Ultimate Guide to Setup SUMO for WordPress
  • Click on the Integrations tab at the top.
Ultimate Guide to Setup SUMO for WordPress
  • Now you will see a list of various Email Service Providers. Select MailChimp.
Ultimate Guide to Setup SUMO for WordPress
  • Click on the Connect button.
Ultimate Guide to Setup SUMO for WordPress
  • You will now see a popup that will ask you to Login to MailChimp with your MailChimp credentials. You must provide your Username/Email, Password, and (sometimes) Captcha Security Code.
Ultimate Guide to Setup SUMO for WordPress
  • Select a List
  • Determine if you want to use Double-Opt or not. MailChimp, by default, requires your subscribers to confirm through an automated email before being added. This is called Double-Opt and adds a step for your user. You can disable it by clicking on this button. If it is grey it is not Disabled.
  • Click Save
Ultimate Guide to Setup SUMO for WordPress

Similar process go also with other email marketing service providers

Creating a Form

You can create all types of forms using SUMO. From Smart bar to Welcome Matt, to Pop-ups, etc.

Creating forms in SUMO is simple and free.]

  • Click on the Forms button
  • Click on the Create Form blue button
Ultimate Guide to Setup SUMO for WordPress
  • After clicking the button, you will see a screenshot like the one below
Ultimate Guide to Setup SUMO for WordPress

From here, you can set up your form.

This is where you create any type of forms you desire using SUMO

Types of Form You can Create with SUMO

  • Smart Box (like Hello Bar)
  • Pop-Ups
  • Scroll Box
  • Inline Form
  • Click Trigger Pop-Up

Conclusion

We hope this post solves your problem with SUMO integration with WordPress.

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Ultimate Guide to Setup SUMO for WordPress
Ultimate Guide to Setup SUMO for WordPress

This post is a complete guide to setup SUMO for WordPress powered site. But before then, What is SUMO? Sumo is a blogging tool or suite apps

Editor's Rating:
4.8

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