How To Use MailChimp

 
 

About

Share your ideas with MailChimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Requirements

MailChimp Access

Main Contact: Kara Szalkowski
Secondary Contact: Ilyssa Bernstein

Table Of Contents

How To Create A Template
How To Use The BrandShare Email Template
How To Import An Email List
How To Start An Email Campaign


IMPORTANT! To go back to the "Dashboard", simply click on the MailChimp logo (it's the chimp icon) and it will take you back to your dashboard.

How To Create A Template

  1. Go to MailChimp.
  2. Login.
  3. Click on the "Templates" Tab on the top menu.
  4. Click "Create a template"
  5. In the "Basic" section, click on "1 Column" or "1 Column - Full Width" depending on the style of the email you're sending out.
  6. You can delete elements by hovering your mouse over a content block and clicking on the trash icon. Then click "Delete".
  7. Drag and drop new elements to the email by selecting the options on the Content Tab to the right of the display window.
    • Text Block - allows you to add text in your email.
    • Boxed Text Block - allows you to add a text box with a color background or border.
    • Divider - allows you to add a line as a divider or click "Remove" in the "Border top" option to use it as a spacer for your email.
    • Image - allows you to add an image.
    • Image Group - allows you to add a group of images.
    • Image Card - allows you to add an image with a caption below it.
    • Image Caption - allows you to add an image with a caption to the right or left of it.
    • Social Share - allows you to add social sharing icons to share the email to various social media options.
    • Social Follow - allows you to add a button to follow the various social media platforms.
    • Button - allows you to add a button to link out from the email.
    • Footer - allows you to add a footer with footnotes, links, etc.
    • Code - allows you to add custom HTML code to further customize your email.
    • Video - allows you to embed a video to your email.
  8. To add Merge Tags (repeatable text or information you want to show), see here for the most commonly used Merge Tags.
  9. To preview your email, click on the "Preview and Test" dropdown menu and click on "Enter preview mode" to check how the email looks on Desktop and Mobile.
  10. To send yourself a test email, click on the "Preview and Test" dropdown menu and click on "Send a test email", enter the email addresses using commas to separate them in the "Send a test to" text box and hit "Send Test".
  11. To save your email template, click on the "Save and Exit" button on the bottom right of the display window.
  12. It will prompt you to save your new template name. The naming convention are as follows:
    Email Blast Name X.XX.XX (Date) 

How To Use the BrandShare Email Template

  1. Go to MailChimp.
  2. Login using the credentials.
  3. In your dashboard, click on the "Templates" Tab on the top menu.
  4. Click on the arrow next to "Edit" to the right of "BrandShare Email Template" and select "Replicate".
  5. To edit a text block style, click on the element you want to edit, and a window appears to the right. Type the text you want, highlight it by clicking and dragging, then click on the "Styles" dropdown menu. There are three predefine block styles you can choose from:
    "header 1" - font size: 22px, color: #0097CC
    "header 2" - font size 12px, color: #4C4C4C
    "header 3" - font size 10px, color: #666666
  6. You can delete elements by hovering your mouse over a content block and clicking on the trash icon. Then click "Delete".
  7. Drag and drop new elements to the email by selecting the options on the Content Tab to the right of the display window.
    • Text Block - allows you to add text in your email.
    • Boxed Text Block - allows you to add a text box with a color background or border.
    • Divider - allows you to add a line as a divider or click "Remove" in the "Border top" option to use it as a spacer for your email.
    • Image - allows you to add an image.
    • Image Group - allows you to add a group of images.
    • Image Card - allows you to add an image with a caption below it.
    • Image Caption - allows you to add an image with a caption to the right or left of it.
    • Social Share - allows you to add social sharing icons to share the email to various social media options.
    • Social Follow - allows you to add a button to follow the various social media platforms.
    • Button - allows you to add a button to link out from the email.
    • Footer - allows you to add a footer with footnotes, links, etc.
    • Code - allows you to add custom HTML code to further customize your email.
    • Video - allows you to embed a video to your email.
  8. To add Merge Tags (repeatable text or information you want to show), see here for the most commonly used Merge Tags.
  9. To preview your email, click on the "Preview and Test" dropdown menu and click on "Enter preview mode" to check how the email looks on Desktop and Mobile.
  10. To send yourself a test email, click on the "Preview and Test" dropdown menu and click on "Send a test email", enter the email addresses using commas to separate them in the "Send a test to" text box and hit "Send Test".
  11. To save your email template, click on the "Save and Exit" button on the bottom right of the display window.
  12. It will prompt you to save your new template name. The naming convention are as follows:
    Email Blast Name X.XX.XX (Date) 

How To Import An Email List

There are several ways to import an email list. The easiest option is to copy and paste the names and email addresses. Email lists are then separated out as segments so we can target specific contacts for different email blasts. Here are the instructions of how to do it:

  1. IMPORTANT! Make sure the email list has been de-duped and all contact info separated. First names in the first name column, last names in the last name column, titles in titles and emails in emails, etc.
  2. From your dashboard, click on the "Lists" tab.
  3. To add contacts to an existing email list, skip Step 3.
  4. To create a new list, click on "Create List" then skip Step 4.
  5. Select the email list you want to add the contacts to.
  6. Your selection shows up with the number of contacts in that email list.
  7. Click on the "Add contacts" dropdown menu and select "Import contacts".
  8. Select "Copy/paste from file" and click "Next".
  9. From the excel file, copy and paste the contacts into the "Paste subscriber info".
  10. Check the "I understand that my billing..." this is basically just a notice that you could be charged more if you go over to another tier of MailChimp's email list capacity.
  11. Click "Next".
  12. Select "Subscribed" in "Categorize the imported contact as:".
  13. Check the "Auto-update my email list" so it updates the email list in case you're uploading a duplicate email.
  14. Click "Import" to finish the upload. It should take you back to the email list page.
  15. Now select "Create a new segment" this allows us to organize the email list into groups so we can send out different emails to targeted people.
  16. On the top right of the "Create a new segment" window, click on "Need to upload a CSV or paste in emails?"
  17. Create a name for your segment in the "Name your static segment" text box. The typical naming convention are as follows:
    Email List Name ##.##.#### (# for date).
  18. Select "Paste email addresses".
  19. Now copy and paste just the email column from Excel.
  20. Make sure you select "Include these emails in my segment". This makes sure that this group only contains the contacts you pasted.
  21. Select "Save segment".

How To Start An Email Campaign

  1. IMPORTANT! Make sure your email template is ready to go before starting an email campaign.
    See: How To Create A Template or How To Use The BrandShare Email Template.
  2. To create an email campaign, click on "Create Campaign".
  3. Select "Create an Email".
  4. You have 4 options. I'll leave you to discover how the rest work. But for our regular emails, we usually just use "Regular".
  5. Type in a name of your email campaign in the "Campaign Name" text box.
  6. Click "Begin".
  7. In the "To" row, click on "Add Recipients".
  8. From the "List" dropdown menu, select the email list you want to send this out to.
  9. On the "Segment" section,  select the segment name you want to target for this email campaign.
    See: How To Import An Email List
  10. Check the "Personalize the "To" field" to add the first names of the contacts to the email.
  11. Click on the "Merge Tag" dropdown menu and select *|FNAME|*.
  12. Click "Save"
  13. On the "From" section, click "Add From"
  14. Enter the Seller's name and email address in the appropriate text boxes.
  15. Click "Save"
  16. On the "Subject" section, click "Add Subject"
  17. Enter the Subject and Preview text in the appropriate text boxes.
  18. Click "Save"
  19. On the "Content" section, click "Design Email"
  20. Select "Saved templates"
  21. Choose your saved template.
  22. Click "Next"
  23. Here you have one final review of the email template.
    Update the contact information and links here.
  24. Click "Save & Close"
  25. Click "Send" to send the email now. A secondary window pops up to confirm your selection.
    Click "Schedule" to schedule the time of when the email goes out.
    Click "Finish later" to save the email campaign as a draft.