Getting going with MailChimp

Getting going with MailChimp

So you have decided you want to start sending out email newsletters and promotions and you have chosen MailChimp as the tool to do it.

Here you will be able to see how to get started with sending emails, including taking a ready made template and customising it to make it your own.

Your account

Once you have set up your account you will need to make sure you have completed all of the sections.  Your business contact information is very important, MailChimp will use this for your campaigns.  You will be prompted for this information when you set up your account but you can update it at any time via the account settings panel below.

The account details tab.

First we need a list of people to send the email to

Click on Lists from the main menu.

Then click on Create List at the top right hand side of the lists screen.

The main lists screen

That will bring you to the list details screen, you can see the example details I have added below.

List Details

Once you have saved your new list you can start adding subscribers.

You can either type or paste in subscribers one by one.

Add subscribers one by one

Or if you want to subscribe more than one person at a time you can import a list via any of the methods below.

You can only import lists of people who sign up at your website. No third party lists, prospects, lists that you scraped from websites, chambers of commerce lists, etc.  It is illegal to send unsolicited email to random lists of people.

Methods of importing to your MailChimp list

That’s it, you have your basic list.  If you want to create segmented or more complex lists, there is more on the MailChimp website here »

The next step is to create a campaign

The MailChimp campaign builder is really easy to use. It walks you through each stage, step by step.

Firstly it will ask you what sort of campaign you wish to create; for most users this will be a Regular Campaign.   You can design and customize these emails, and choose whether to send them immediately or schedule them for later.

Note that a campaign is the name given to each email message sent to your subscribers.  Templates are the files that determine the layout of your images and text to be used within your campaign.

Building a Campaign

Step 1:  Recipients – Choose the recipients who will receive your email. So select the list you wish to use.

Campaign Recipients

Step 2: Setup –  you will input important details about your campaign.

Email Campaign Information

Step 3: Template – you can choose what template layout to use with your campaign.

  • Basic templates are simple layouts.
  • Themes include images and colour schemes. I will show you below how to take one of these and customise it to make it your own.
  • Code your own templates are really for web developers.

Select a Template

Step 4: Design – now you are ready to design your campaign and add your content.

Designing a Template

When selecting a template, make sure it is a drag and drop template.  They are much easier to work with. Get something that is fairly close to the layout that you want to end up with.  Ignore colours, they can be changed.

I started out with the Hero Image – bright pink template from the line up below.  I liked it because of the image layout at the top …..

Choice of templates

…. and I turned it into this, to suit the style of my pretend brand.

My finished template

Here’s how:

Once you select a template it will take you to the template editor.

Here I selected design from the tabs on the right hand side and under that I selected the design for the section I wanted to edit.

The design sections
The design sections

Page Design

Below on the right you can see the page design options.

I changed the background colour to a very pale grey.

I also scrolled down and changed all of the text colours for the headings to grey.

Now the background is pale grey

Preheader, Header and Lower Body Design

Below on the right you can see the background colour and the selection tool for the text colour under the Header Design.

I changed the background to white, the text to grey and the link text to grey.  Remember to change the link text to your preferred colour as well as the main text.  Links can be a different colour to the main body text if you wish them to stand out.

Editing the preheader and header

Footer Design

I changed the background to a medium grey and the text and link text to white, just to provide some contrast.

Footer layout

Updating the text and images within the template

By hovering your mouse over one of the content blocks you will get an option to click on the pencil icon for that particular block to edit it. You can see the editing icons below the main image and the block editor on the right.

You do all of your editing over in the right hand panel.  Here you can change the content and the style.  So you can change the font family, the text size and many other things just for that content block.

Here you can see I have updated the text content in the preheader and header.  I have also changed the font family to Trebuchet and changed the sizes.

Editng the content

Then I changed the main images.  Easy to click on the pencil and then click on replace on the right hand side to add an image of your own.

Changing text and images in the template

Notes on image sizes

If your image is the wrong size, MailChimp will give you a warning as highlighted in orange below.

Image warning highlighted in orange

Click on ‘Let’s fix it’ and you will be able to resize to their recommended sizes as I have done below.  You can see the dimensions I have set in the 2 boxes at the top.  600 x 600.  These dimensions are always in pixels.

Resizing the image

I have also dragged in dividers (dividing lines) to frame the top and bottom of my text.  The default dividers will usually be OK for most light backgrounds.  On the right are all of the content types that you can drag and drop into your template to use.

The drag and drop options

For the lower content blocks I wasn’t so keen on the layout. All very easy to change with the drag and drop interface!

First of all I deleted the existing blocks by hovering and clicking on the dustbin.

Removing the existing blocks

Then I dragged in an image group.  You can have up to 5 images in a group but I am just having 2.

Dragging in my image group

Then I added another divider, a text block and a further divider.

Lastly another image block, exactly the same as the one above.

Finally I added a button, a call to action to visitors to go to my online store.  When you create a button you are able to style it and add text.  You also add the website link for the button. It is very important to know what you want to get out of your email, then you can add the appropriate call to action or (CTA).

Here is my completed template.

My completed MailChimp template

Preview and Testing

You can preview and test your campaign at any time.

Preview and Test your campaign

The final Step:  Confirm

The final step shows all the choices you have made.  The list will show if you need to go back and complete anything.  If everything looks good you can click send to start sending straight away or click on Schedule if you plan to sent at a better time.

Sending your email

Reports & Statistics

The reporting section within MailChimp is very comprehensive.  You can get information about your campaigns including who opened and read your email, or who clicked on a link within your email.

You can get general stats like the report below or drill down to view the behavior of individuals on your list.

You can find lots more information on reporting in the MailChimp help section here »

MailChimp reporting

That’s all, happy emailing!

Other tutorials:

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© Tracey Rickard. If you want to use any of my content please ask me first, you can't use it without permission that's stealing. You can use an excerpt as long as it is linked back to this article.