How to Use Mailchimp to Create Email Marketing Automation

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WHAT IS ?

MAILCHIMP IS A
MARKETING
AUTOMATION
PLATFORM
THAT HELPS

DESIGN EMAIL NEWSLETTERS

SHARE THEM ON SOCIAL MEDIA

INTEGRATE WITH SERVICES YOU
ALREADY USE

AND TRACK YOUR RESULTS

OPEN YOUR PREFERRED BROWSER

TYPE IN THE URL
“WWW.MAILCHIMP.COM”

WELCOME TO MAILCHIMP HOMEPAGE

LET’S CREATE AN ACCOUNT FIRST

CLICK SIGN UP FREE

ENTER EMAIL

ENTER
USERNAME

ENTER
PASSWORD

HINT FOR
PASSWORD
CREATION

CLICK GET
STARTED

CONFIRM YOUR ACCOUNT

GO TO YOUR EMAIL

CLICK ACTIVATE ACCOUNT

CLICK I’M NOT A ROBOT

PLEASE WAIT…

ENTER FIRST NAME

ENTER LAST NAME

CLICK CONTINUE

ENTER BUSINESS NAME

ENTER WEBSITE

ENTER ADDRESS

SELECT YES

CLICK THIS TO CONNECT FACEBOOK

ENTER DETAILS AND CLICK LOGIN

CLICK OK

CLICK ANOTHER OK

FACEBOOK ACTIVATED

CLICK FOR TWITTER ACTIVATION

ENTER DETAILS AND CLICK AUTHORIZE APP

BOTH SOCIAL MEDIA CONNECTED

CLICK SUBSCRIBE TO WHAT’S IN STORE

CLICK LET’S GO

WELCOME TO YOUR WORKSPACE

BEFORE CREATING A CAMPAIGN,
LET’S CREATE A MAILING LIST

CLICK LISTS

CLICK CREATE LIST

ENTER
CAMPAIGN
LIST NAME

ENTER EMAIL
ADDRESS
WHERE
SUBSCRIBER
CAN REPLY TO

ENTER TO WHO
THE EMAIL
COME FROM

EDIT REMINDER
THE REASON
FOR THE EMAIL

THIS IS AUTO
POPULATED FROM
PREVIOUS INFO

SELECT
WHICH FORM
SETTINGS

LET’S
CHOOSE
ENABLE
OPT-IN

SELECT A
NOTIFICATION

LET’S
CHOOSE
DAILY

CLICK SAVE

LISTS CREATED SUCCESSFULLY

NOW LET’S IMPORT CONTACTS
CLICK IMPORT CONTACTS

OR CLICK ADD CONTACTS -> IMPORT
CONTACTS

CHOOSE WHERE TO IMPORT YOUR FILES

LET’S CHOOSE CSV

THIS IS A SAMPLE CSV FILE

CLICK NEXT

LOOK FOR THE FILE

DOUBLE CHECK IF THE FIELDS ARE CORRECT

CLICK IMPORT

CSV FILE SUCCESSFULLY IMPORTED

GO BACK TO LISTS
AND MAILING LIST CREATED

WE ARE NOW READY TO
CREATE OUR CAMPAIGN

GO TO CAMPAIGNS

CLICK CREATE CAMPAIGNS

CLICK CREATE AN EMAIL

IT CAN BE A REGULAR EMAIL

AN AUTOMATED EMAIL

PLAIN TEXT EMAIL

AND EVEN SEND 3 EMAILS FOR A/B
TESTING

LET’S CHOOSE AN AUTOMATED EMAIL

LET’S CHOOSE WELCOME NEW
SUBSCRIBER

AUTOMATED EMAIL CAN BE
WELCOME MESSAGE

AN ONBOARDING SERIES

AND EDUCATION SERIES

LET’S CHOOSE WELCOME MESSAGE

ENTER
CAMPAIGN
NAME

SELECT FROM THE MAILING LISTS

CLICK BEGIN

CLICK EDIT TRIGGER

SINCE THIS IS FIRST EMAIL CHOOSE
IMMEDIATELY

CLICK UPDATE TRIGGER

NOW WE ARE READY TO
DESIGN OUR EMAIL

CLICK DESIGN EMAIL

NAME YOUR
EMAIL

ENTER EMAIL
SUBJECT

ENTER
PREVIEW TEXT

PREPOPULATED
NO NEED TO
CHANGE

SELECT A TEMPLATE FROM LAYOUTS

OR SELECT FROM THEMES

LET’S CHOOSE BASIC FROM LAYOUTS

PREVIEW OF YOUR CUSTOMIZE EMAIL

TO CUSTOMIZE THE CONTENT

LETS START WITH LOGO
CLICK EDIT

CLICK REPLACE

CLICK UPLOAD TO ADD LOGO

CHOOSE FILE AND CLICK OPEN

LOGO SUCCESSFULLY CHANGED

CLICK EDIT TO CHANGE PHOTO DESIGN

MAKE THE CHANGES WITH PHOTO
EDITOR AND CLICK SAVE

CLICK LINK TO LINK A WEBSITE

ENTER
WEBSITE URL

IF THE IMAGE IS
CLICKED, THE URL
WILL REDIRECT
THEM TO THE
WEBSITE

CLICK THIS
OPTION TO OPEN
IN NEW WINDOW

CLICK INSERT

CLICK ALT TO ADD TEXT TO IMAGE

ENTER NAME AND CLICK UPDATE

ALT TEXT, OR ALTERNATIVE TEXT, IS
A SHORT DESCRIPTION OF AN
IMAGE IN YOUR CAMPAIGN THAT
DISPLAYS WHEN SUBSCRIBERS ARE
UNABLE TO ACCESS YOUR IMAGES.

GO TO SETTINGS TO CHANGE LOGO
MARGIN, DIMENSIONS, ETC

NOW TO ADD CONTENT CLICK EDIT

CHANGE YOUR CONTENT HERE

TO PERSONALIZE
YOUR EMAIL
CLICK MERGE
TAGS->FIRST
NAME

FIRST NAME WILL BE ADDED NOW

USE THESE TOOLS TO FORMAT TEXTS

CLICK STYLE FOR MORE FORMATTING

CLICK SETTINGS FOR MORE ADDITIONAL
FORMATTING

CLICK SAVE & CLOSE

TO CHANGE SOCIAL MEDIA CLICK EDIT

ADD SOCIAL
MEDIA
CHANNELS

CHANGE
PLATFORMS
ANYTIME BY
CLICKING
HERE

ALWAYS GO TO
STYLES

AND SETTINGS
TO CHANGE
PREFERENCES

CLICK SAVE
AND CLOSE

LASTLY LET’S EDIT THE FOOTER

CHANGE
CONTENT,
STYLE AND
SETTINGS

WE ARE NOW READY TO
PREVIEW AND TEST OUR EMAIL

CLICK PREVIEW AND TEST AND SELECT 1

USE THESE BUTTONS TO PREVIEW IN
DIFFERENT DEVICES

ENABLE THIS TO SEE RECIPIENTS INFO

CLICK X ONCE DONE CHECKING

TO CHECK LINK GO TO OPEN LINK
CHECKER

CHECK EACH LINK IF WORKING

OPEN TWITTER AND PREVIEW WILL BE SHOWN

TO TEST AN EMAIL

ENTER EMAIL TEST ADDRESS

CLICK SEND TEST

EMAIL SENT AND CHECK YOUR EMAIL

EMAIL RECEIVED SUCCESSFULLY

GO BACK TO MAILCHIMP
CLICK SAVE AND CONTINUE

REVIEW AND CLICK START WORKFLOW

CLICK START WORKFLOW

AUTOMATION CREATED SUCCESSFULLY

THERE ARE SO MUCH MORE TO
DISCOVER WITH MAILCHIMP
MARKETING AUTOMATION

THANK YOU FOR YOUR TIME
AND ATTENTION!

How to Use Mailchimp to Create Email Marketing Automation

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