How to use mailchimp

HTTPS://THEULTIMATEVANINJA.WORDPRESS.COM

Table of
CONTENTS
2
CREATING AN ACCOUNT
3
CREATE LISTS
4
SIGN UP FORMS –GENERAL
5
CREATING A CAMPAIGN
1
INTRODUCTION

1
INTRODUCTION

Want to
find the easiest
way…

To start building
your email list

But find it hard
to launch?

Have limited
resources

to start with?

Or a…

Boot strapping
start up

learning to test
campaigns

while scaling up
your business?

Worry no more!

MAILCHIMP
maybe just the

Right thing for
you!

It’s an email
service
provider

send emails,
newsletters,

invitations, reminders

To your subscribers
and more

Build email
templates

And make them your
own!

Without
learning
a single
lick of code

Track your
campaign
performance

To
optimize
results

Share to various social media

Oh…
and

did I mention its…

Free for a list of

2000
subcribers!

Yes!
Free

free
Free
F R E E! HTTPS://THEULTIMATEVANINJA.WORDPRESS.COM

So lets get
started

2
CREATING AN
ACCOUNT

SIMPLY TYPE MAILCHIMP.COM ON YOUR URL ON ANY
BROWSER YOU MAY CHOOSE

AND JUST HIT “ENTER”

IT WILL TAKE YOU DIRECTLY TO THE ITS HOMEPAGE

CLICK HERE THAT SAYS “SIGN UP FOR FREE”

YOU’LL BE TAKEN
TO THE SIGN UP PAGE

ONCE YOU’RE THERE

-ENTER SIGN UP DETAILS

CLICK GET STARTED

CONFIRMATION

CHECK INBOX AND CLICK TO OPEN

CLICK THIS BUTTON TO ACTIVATE YOUR ACCOUNT

CLICK TO PROCEED CONFIRMATION STEPS

THIS WILL REDIRECT YOU TO THE SET UP PAGE

FILL IN YOUR SET UP DETAILS FOR THESE
CATEGORIES

FILL IN YOUR
SET UP DETAILS
FOR THESE CATEGORIES

THEN CLICK CONTINUE

PERSONAL

BUSINESS

ADDRESS

ECOMMERCE

SOCIAL MEDIA

CLICK UNTIL YOU REACHED THIS

CONGRATULATIONS

YOU ARE NOW AT THE

DASHBOARD

3
CREATE LISTS

TO MAKE CAMPAIGNS
WE NEED TO MAKE A LIST

WE NEED TO MAKE A LIST OF
SUBSCRIBERS

CLICK “LISTS”

ON THE RIGHT HAND SIDE

CLICK “CREATE LIST”

CREATE LIST PAGE

FILL UP THE FOLLOWING

IN THIS TUTORIAL,
WILL MAKE A NEWSLETTER AS AN
EXAMPLE

TYPE PREFERRED LIST NAME

NINJA TIP:
MAKE SURE TO MAKE
A PROFESSIONAL LIST NAME!

BECAUSE IT WILL BE SEEN FIRST BY
YOUR SUBSCRIBERS

ENTER EMAIL PEOPLE WILL REPLY TOO

ENTER NAME OF SENDER
OR YOUR COMPANY NAME

THIS IS WHO YOUR EMAILS COME FROM

NINJA TIP:
MAKE SURE THEY EASILY
RECOGNIZE THE NAME!

REMIND YOU HOW THEY’D SIGN IN MESSAGE

SOME OTHER DETAILS YOU MAY ALSO WANT

TO FILL IN

SOME ACTUALLY SELF
POPULATES BY IT OWN

USING SOME DETAILS
YOU ENTERED
WHEN YOU SIGNED UP

PUT A IN THE BOX
ON HOW YOU WANT
TO BE NOTIFIED

THIS WILL TELL YOU
YOUR SUBSCRIBED
AND UNSUBSCRIBED LISTS

WHEN YOU’RE DONE HIT “SAVE”

- THIS WILL SHOW UP TO NOTIFY YOU

4
SIGN UP FORMS –
GENERAL

CLICK “LISTS” ON THE MENU TAB DASHBOARD

LISTS TAB

CLICK THE NEWSLETTER
(THE ONE WE MADE EARLIER)

INSIDE THE TAB

CLICK “SIGN UP” FORMS

CLICK HERE.. OR HERE

LIST DESIGN OR CREATE FORMS PAGE

CLICK HERE TO CHOOSE
WHICH FORMS YOU LIKE

BUT FOR NOW

LET’S DO A SIGN UP FORM

SO WE CAN COLLECT SUBSCRIBERS

PUT A IN THE BOX IF YOU WANT PEOPLE

WHO SIGN UP FOR
YOUR LIST TO SPECIFY

WHICH EMAIL FORMAT
THEY PREFER TO RECEIVE

IF “PLAIN-TEXT”
OR
FANCY HTML VERSION.

COPY AND EMBED URL

LET’S FOCUS ON OUR
SIGN UP TEMPLATE
SHALL WE?

FORM DESIGNER/EDITOR SECTION

HOVER TO SEE TOOLS FOR THE TITLE

CLICK EDIT

THIS WILL APPEAR

YOU CAN SEE A LOT OF EDITING TOOLS

SUCH AS TEXT, FONT, SIZE, EMPHASIS ETC.

TO MANAGE YOUR CONTENT

FOR THIS TUTORIAL

LET’S CHOOSE AN IMAGE FOR THIS

CLICK THIS ICON OVER HERE

YOU’LL BE TAKEN HERE

NOW YOU CAN CHOOSE
FROM THE PICTURES
YOU HAVE HERE

BUT I’LL SHOW YOU HOW TO GET IT

STRAIGHT FROM YOUR OWN PC

SIMPLY CLICK “UPLOADS”

PC FILES WILL SHOW UP

LET’S CLICK THIS IMAGE

CLICK “OPEN”

WAIT FOR IT TO UPLOAD

YOU CAN EDIT IT HERE

WHEN YOU’RE FINISHED

CLICK SAVE

IT WILL SHOW ON THE PREVIEW CONTENT

CLICK SAVE AND CLOSE

THIS WILL SHOW UP IN HERE

CLICK TO ADD A MESSAGE HERE

AND THIS WILL ALSO APPEAR

WRITE A COPY THAT ENCOURAGES YOUR
POTENTIAL SUBSCRIBERS

TO ENTER THEIR DETAILS

IT CAN BE
A CALL TO ACTION,
OR
GIVE A FREE GIFT

OR BOTH. LIKE THESE

YOU CAN EDIT THE
FONT, SIZE, ALIGNMENT

CONTENT, EVEN LINKS WITH THESE TOOLS

AFTER FINISHING CLICK “SAVE & CLOSE”

CLICK THIS

FIELD SETTINGS WILL APPEAR

YOU CAN EDIT THE NAME OF THE FIELD HERE

MAKE IT A REQUIRED FIELD

VISIBILITY

HELP TEXT MESSAGE FOR YOUR REQUIRED FIELD

TO DELETE

CLICK – OR DELETE

TYPE “DELETE”

CLICK THIS FOR ADD OTHER FIELDS

TO CHANGE TEXT ON THIS BUTTON

CLICK “TRANSLATE IT”

LOOK FOR THIS

EDIT TEXT HERE

TO SAVE, CLICK THIS

TADA!

SOME TOOLS
YOU MIGHT CONSIDER

&
EXPLORE IN MAKING
YOUR FORM

CLICK “DESIGN”

PAGE COLOR

HEADER

OUTER WRAPPER

BODY

FORMS

5
CREATING A
CAMPAIGN

A CAMPAIGN IS
THE MESSAGE YOU SEND

AND SHARE THROUGH EMAIL,
ADS, OR OTHER CHANNELS.

LET’S TRY TO MAKE
A CAMPAIGN THROUGH EMAIL

CLICK CREATE CAMPAIGN

CLICK CREATE AN EMAIL

ON THE REGULAR TAB,

ENTER A CAMPAIGN NAME

CLICK BEGIN

ON THE RECIPIENTS STEP

CHOOSE A LIST

CLICK NEXT

ON THE CAMPAIGN INFO

INPUT YOUR EMAIL SUBJECT

FROM NAME

AND FROM EMAIL ADDRESS

ENABLE TRACKING TOOLS,

PLUG IN SOCIAL MEDIA

CONFIGURE ADVANCED SETTINGS FROM THE
AVAILABLE OPTIONS

WHEN YOU'RE FINISHED

SELECT A TEMPLATE
FROM PREDESIGNED LAYOUTS.

LET’S CLICK THIS

TEMPLATE DESIGNER

CLICK A PART OF THE
PREDESIGNED TEMPLATE

LETS CLICK THIS SEGMENT HERE

EDITING TOOL SHOWS UP ON THE OTHER SIDE

START TO CREATE YOUR CONTENT. WRITE
SOMETHING

IT PREVIEWS ON THE TEMPLATE
AUTOMATICALLY

WHEN YOU’RE OK WITH THAT

CLICK SAVE & CLOSE

GREAT!

LET’S FILL THE WHOLE THEME TEMPLATE

WHEN IT’S DONE

CLICK PREVIEW AND TEST

THEN SELECT ENTER PREVIEW MODE

IT’LL LOOK LIKE THIS

DESKTOP

MOBILE

CLICK “X” TO EXIT

AFTER YOU COMPLETE YOUR DESIGN,

CLICK “SAVE AS TEMPLATE”

TO CONFIRM REVIEW THE
CAMPAIGN CHECKLIST.

CLICK RESOLVE
TO FIX ANY ERRORS THAT MAY APPEAR.

CLICK THE EDIT BUTTON

TO RETURN TO A STEP AND MAKE OTHER
CHANGES.

MAKE SURE YOU TEST
YOUR CAMPAIGNS FIRST

CLICK PREVIEW AND TEST AGAIN

CLICK SEND A TEST EMAIL

TYPE THE EMAIL YOU WANT TO SEND IT TOO

CLICK SEND TEST

AFTER YOU TEST YOUR CAMPAIGN

CLICK SEND

IF YOU WANT SEND THE CAMPAIGN
IMMEDIATELY,

CLICK SCHEDULE

IF YOU WANT THE EMAIL TO GO
OUT AT ANOTHER TIME

WATCH OUT FOR PART
TWO OF THIS TUTORIAL

SEND NOW TO CONFIRM YOUR SEND

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