How to Use Mailchimp


get you an account.

  1. Click on the Sign up for Free icon at
    for the basic services of the app. Or you can also choose the Pick your Plan
    button to see more options. On my last blog, I posted about Marketing prices. There
    is a host of other options for users besides that option. Additionally, there’s
    a plan for building your website or sign-up for the Transactional email feature.
    Fees apply with some of these. If you are just starting, I’d recommend staying with the
    free plans until you have a hefty contact list and/or need to interact with
    customers using the account. (Honestly, if you need more than just the free
    option, I suggest you do some serious research the costs of other mailing
    services, too.)
  2. Once you confirm your account by email, you can get
    started, choose your plan, and add data to your account—name, phone, website,
    and business name.
  3. Next, Mailchimp needs an address, a physical one.
    WARNING! Here’s the
    spot where you may accidentally get bogged down. Your address will appear in
    your newsletter. So if you do not want mail, spam, superfans showing up at the
    door of your actual house, get a post office box for the address. (Yes, it’s an
    investment, but where else do you want all your fan mail to go?)
  4. Next is the contact list. If you have a list to
    import, here’s where to
    submit that information. If you do not, press No or I don’t Know, and Mailchimp
    will help. Two notes of caution here, mailing lists are essential for authors.
    Keep your list clean, accurate, and close (in other words, back it up monthly).
    Second, ensure people on your list volunteered to be there. Spam email is not
    what you want to accomplish here, neither do you want to violate GDPR or other
    international email laws.
  5. Next, they ask about what you’re advertising/selling.
    Choose your best options: Technology, Physical Goods, Original Content (blogs,
    vlogs, photos, etc.), Services, or Other. You can skip this step.
  6. Then they ask where you’ve set up shop. Choose what best fits: website, physical
    store, other. You can skip this step.
  7. Last, choose any additional content from
    Mailchimp—Newsletter, Highlights, Insights, and Analysis.

Phew, let’s
actually get started.

Mailchimp has its menu along the left-hand side of the screen.

  • Dashboard: At the beginning, there isn’t much to your dashboard
    except calls to action. Once you do mailings, you will have summaries and stats
  • Create: Create a marking campaign—email, landing
    page, customer journey, etc. (more on this later)
  • Audience: Add subscribers, set up an audience list,
    tags, segments, sign-up forms. (more on this later too)
  • Campaigns: All the stats and numbers and data from
    all your ongoing and completed campaigns.
  • Automations: Transactional email is found here, along
    with segmenting audiences. Some of these are premium features.
  • Website: Create a website, store, appointments, and
  • Content Studio: An assistant to help you create
    effective marketing campaigns, products, logos, and ads.
  • Integrations: Add Mailchimp to your social media such
    as Twitter, Facebook, and many more.
  • Search: Find the things you can’t find elsewhere.

Mailchimp has many services, but for the rest of this
post, I’ll walk you
through setting up a newsletter.

  1. First, you need an audience. Gather emails through a
    landing page to create contacts on Mailchimp.
  2. Click on the Create button on the left menu. A pop-up
    will display a variety of projects.
  3. Choose Landing Page. This may seem premature, but a
    landing page will give a place for your subscribers to go when signing up for
    your newsletter. You will provide a link to this page in your sign-up locations
    (webpage, Facebook, Twitter, etc.). It’s a great place to get the permissions needed to proceed
    with emailing customers.
  4. Choose a name for the landing page and which audience
    you will use. (For now you probably only have one audience, and it’s only you. Later you’ll
    have more so no worries.)
  5. Choose from the templates. Start with Lead Generation
    for a simple template to sign-up customers.
  6. This new screen is a template to build the landing
    page. Add your logo, title, text, company information, pictures of products,
    links to social media, etc. Do not leave any of the template text on the
    screen! Use your own words to brag about your company and products.
  7. Click on each element and edit on the right-hand side
    of the screen.
  8. Images can be easily uploaded and scaled. Press
    Replace to remove the stock image and add your images. Search your computer as
    per usual and upload the image. Use all three menus at the top (Content, Style,
    Setting) to make them perfect.
  9. Text will be displayed on the left as you type.
    Customize as you would in a word processor. 
  10. For the call-to-action button, customize the data you
    wish to collect. Just email is fine, but if you want to personalize your
    newsletter, ask for a first name at least. Be aware if you ask for too much
    personal data, you might scare off the customer. You can also begin collecting
    data to segment your audience later by adding checkboxes about their interests.
  11. Change the title of your button (or not) and decide
    where the customer will go next after clicking the button. It defaults to a confirmation
    page on Mailchimp, but you can also send them to a website (hopefully, your
    website). The confirmation message can be edited below the button options on
    the right.
  12. Social media buttons can be added or removed at the
    bottom. Click on the icons on the left and add the URLs on the right. Add more
    than Facebook, Twitter, and Instagram by clicking the Additional Service
    button. Choose from several options included website and email.
  13. Be sure to click Save and Close inside the right menu
    box AFTER EACH ELEMENT is edited.
  14. Use the Preview option at the top right of the page
    to view before you press the Save and Close blue button at the very bottom
    right of the screen.
  15. When all is perfect, press that blue Save and Close
    button to finish your landing page.

Phew, and we haven’t even written your newsletter yet! This blog post is long,
but we’re almost there.

The Actual Newsletter

  1. Click the Create button on the left menu. Start with
    an email campaign for now.
  2. Give the campaign a name that will tell what info the
    newsletter will contain. Customers will not see the name. Click Begin.
  3. On this page, click Add Recipients to add your
    contact list to the campaign. (If you are on the free plan, you only have one
    audience to choose from.) Add the From content. (It’s a good idea to have a business email for responses to the
    campaign.) Be clear and friendly about who the email is from. Add a subject
    line that is clear and inviting. Last, click the Design Email and a template to
    create the actual newsletter content.
  4. Many of the elements here are the same as the landing
    page. You can add more elements from the right by dropping and dragging. To
    remove items, click the trash can in the black bar around the block. Again, be
    sure to click Save and Close on each element. And only hit the Save and Close
    blue button on the bottom AFTER you have previewed the newsletter (button at
    the top of the page).
  5. Press Continue when completely finished. (Mailchimp
    will warn you if you forget to edit any placeholders.)
  6. Check the status bar at the top of the screen. It
    will tell you if you are ready to send. You can save a draft, schedule the send,
    or just hit the button when ready. Review the audience number once more before
    hitting Send again, and that’s
    it. The newsletter is out there. (But no more Mailchimp high-fives when done.
    Oh well.)

so much more to Mailchimp. Next week, we’ll take more about marketing and web pages.
Don’t miss the post!



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