The document outlines how to use Mailchimp, emphasizing its user-friendly features, budget-friendly pricing, and seamless integration with other software. It provides a step-by-step guide for signing up, creating subscriber lists, importing contacts, designing email campaigns, and reviewing campaign reports. Key elements include legal requirements, campaign templates, design strategies, and a checklist for sending campaigns effectively.

1. MAILCHIMP 101
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2. WHY MAILCHIMP?
Easy
• Mailchimp is one of the easiest
email systems that I’ve seen
and has limited (but just
enough!) features, making it
great for beginners or
intermediate users
01
Budget friendly
• FREE for up to 2,000
subscribers
02
Easy Integration
• It’s extremely popular, so it
integrates seamlessly with
tons of other softwares.
03
Fool proof
• It includes a drag and drop
editor, so designing your
newsletters is a piece of cake
04
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3. Getting Started : Account Sign Up
• Navigate to Mailchimp's signup page and click
Sign Up Free.
• Type in your Email, Username, and Password,
and clickGet Started!
BeforeYou Start
Here are some things to know before you begin this process.
•You'll need to provide an email address that will be associated
with the account
•You must include a physical mailing address in all emails.This
can be any address where you can receive mail, like an office
address or P.O. Box.
•You'll need to provide a URL for your website when you sign up.
If you don't have a website, you can use a blog or social media
channel.
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4. Task
Roadmap
Work WithYour List
Create a Campaign
Campaign Reports
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5. WorkWithYour List
• Step 1 : Create a list of subscribers
You can create multiple lists, if you’d like. For example, maybe you want to create a list
solely for clients and another solely for blog readers. Bottom line:You need to create a list in
order to start receiving email addresses.
Navigate up to “Lists” at the top.Then click “Create List.”
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6. Fill in the details for your list. (Note : Provide full business address in the form because it’s a legal
requirement to include your mailing address in every email you send)
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7. • Step 2 : Import Contacts to Mailchimp
1. Prepare your contact using spreadsheet program like
Excel or Google Sheets, open your blank worksheet.
Follow the following required information and paste
your contact details. (Or download Mailchimp sample
CSV import file and replace with your own data.
2. Save the file in CSV format.This option can usually be
accessed from the File menu in your spreadsheet
program, labeled as "Export as .CSV" or "Download as
.CSV". Different spreadsheet programs will vary a little
bit. If you use another file type, we won't be able to
process the file.
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5. Choose CSV or tab-delimited text file.3. Now that you've prepared your CSV file,
you're ready to import it to Mailchimp.
4. Navigate to the Lists page. Click the drop-
down menu next to the list you want to
work with, and choose Import.
8. Click Next to go to the Import contacts step and
match the columns in your import file to the
fields in your Mailchimp list.
6. Click Next
7. Click Browse and choose the file from your
computer.

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9. Click Edit to choose a different column
name and field type from the drop-down
menus.To create a new field, click the
drop-down menu and choose New
Column Name. (Repeat this step for all
unmatched columns.You must match or
skip all columns to complete your import)
10. After you're finished matching, mailchimp
display a success message.
11. Click Next to review your final import
settings.
12. On the You're all set to import! screen,
click the status drop-down menu to
choose the type of contacts you’re about
to import.
13. Review your settings and click Import.
After the import is finished, Mailchimp will send a
notification to the email address associated with
your username.

10. Create A Campaign (Newsletter)
• Step 1 : Create a campaign name
Navigate your way to Campaigns at the top.Then click the Create Campaigns
button in the top right. A menu will pop out. Click Email.
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Next, name your campaign, include an interesting
subject line, and adjust some other settings. Once
done, click Begin
Fill in the details in To, From & Subject

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On theTemplate step, click the template you want to
use.You can always go back later to switch templates.
Choose from Layouts (Featured and Basic), Themes,
Saved templates, Campaigns, or Code your own to
begin to design your campaign.
• Featured
Featured templates were designed with specific goals
in mind. Each template contains customizable content
blocks you can use to promote new items, tell your
brand story, send a personalized follow-up message,
educate your audience about a specific service or
product, and more.
• Basic
Basic templates combine blank layouts with the
Campaign Builder's drag-and-drop editor, so you have
you full control over the layout of your campaign.
• Themes
Themes templates also make use of our drag-and-drop
editor, so you can further customize your campaign
design.
• Step 2 : DesignYour Campaign
Time to design your email! In the Content
section of the Campaign Builder, click Design
Email.

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After you choose a template, you'll move on to the Design step of the Content section. Use content blocks to add
and format text, upload images, link to files, and more.
All templates show placeholder text and images to help you begin to design your campaign. Depending on the
template you choose, you can add, delete, move, and replicate content blocks to create the look and feel you want.
Click Save & Close once completed your design.

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Extra note : Once you complete your design you can sending test email to your manager or collaborators of
your campaign for their comments. Click Comments bar and proceed sending test email.

15. • Step 3 : SendingYour Campaign
Pressing that Send button can be intimidating, no matter how many times you've sent to
your list. It can help calm your nerves if you know you've done everything you can to
ensure a successful campaign. Here are some things to check before you send an email
campaign.
ReviewYour List
Go to the To section of the
Campaign Builder to
confirm that you're
sending to the right
people. Make sure you've
selected the correct list
and that you have
permission to send to
those subscribers
ReviewYour
Campaign Setup
Make sure you’ve set up
your email campaign
properly. Review your
subject line, campaign
information, tracking
options, and social share
settings in the Campaign
Builder
ProofYour Content
In the Content section of
the Campaign Builder,
click Edit Design to
proofread your campaign
content one more time
before you send. Review
the text for typos, make
sure images are the correct
size.
Check for Broken
Links
Double-check that all the
links in your campaign are
valid and point to the
correct URLs. Use our built
in Link Checker to scan for
broken links, and click each
link yourself to make sure
they point to the URL you
want.
Preview andTest
After you've thoroughly
checked your list, setup,
and content, use our
preview and testing tools
to make sure your
campaign displays as
expected. If you're a paid
user, try Inbox Preview
tool to see what your
campaign will look like in
different email clients.
SendYour Campaign
Crossed all your checklist?
Great! You're ready to hit
that Send button.
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16. Campaign Report
• View Campaign Reports
Navigate to the Reports page. Click View
Report next to the campaign you want to work
with.
When you open your report, you'll navigate to
the Overview page, which contains general
campaign data like clicks, opens, and total
revenue from the campaign.
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