Creating Campaigns in Mailchimp

In this Module we will create 2 Campaigns and send out 2 resulting emails respectively. These Campaigns will use Drag and Drop Templates that were designed and stored in the Templates section. One Template was created earlier under the section titled Create Drag and Drop Template – Step-by-Step. This template will be used later to generate the email titled Example A in the Resulting Emails section. We created the second template prior to the publication of this guide using a similar Drag and Drop design method. This template will be used later to generate the email titled Example B in the Resulting Emails section.

To create a new Campaign, click Campaigns from the Main Menu at top of the page. Then click the Create Campaign button at the top right of the page.

A modal dialogue window will display with a Search bar with the question, “What do you want to create?” From here you have the option of:

  • Clicking a button with the text Let us guide you to help you decide. 
  • Clicking a Create an Email link
  • Clicking Create an Ad link

For the purposes of this guide, click the Create an Email link.

In the next window that appears, titled Create an Email: Regular, ensure Regular is selected and Enter the campaign name in the textbox at the bottom of the page. Name the Campaign something which you and your interoffice staff can recognize pretty easily. Make the name specific to the purpose of the communication.

Old Versus New Campaign Builder Process

MailChimp is constantly improving its system to make it more efficient and effective for its end users. At the time this guide was published, MailChimp was in the process of releasing a newer and faster way to send out Campaigns. Depending on your previous Campaign mode, you will be presented with the options to complete your Campaign using the Old Campaign Builder Process or the New Campaign Builder Process. If you are brand new to MailChimp, and MailChimp has yet to phase out the Old Campaign Builder Process you will more than likely be presented an option to switch to the New Campaign Builder Process after entering your Campaign Name. This guide demonstrates how to send a Campaign using the Old Campaign Builder Process or the New Campaign Builder Process. Enter your Campaign name as requested to see if you will be using the Old Campaign Builder Process or be allowed the option to switch to the New Campaign Builder Process.

If you already know which Campaign Builder you would like to use or will be using:

For the Old Campaign Builder Process and for Resulting Email Example A, enter “New Promo – Org Listing with 2 Free Job Posts – 11072017”.

Click the gray Begin button.

For the Old Campaign Builder Process and for Resulting Email Example B, enter “New Article Release – The Walls Have Eyes – 08082017”

Click the gray Begin button.

For the New Campaign Builder Process and for Resulting Email Example A, enter “New Promo – Org Listing with 2 Free Job Posts – New Campaign Builder – 11092017”.

Click the gray Begin button.

Again, this name is for interoffice/internal business use only and will not be seen

by the recipients/subscribers of the email.

The next page appears titled “Who are you sending to?” Choose the Subscriber list using the Choose a list drop down. Note the number of subscribers below each list.

To users wanting to Switch and use the New Campaign Builder Process you may be presented a message that includes a button to Switch to the New Campaign Builder. If you are presented this option and would like to proceed using the New Campaign Builder, click the Switch Now button. If you are not presented the option to Switch, there is a very good chance that you are already using the New Campaign Builder. Users that choose to switch to the New Campaign Builder are able to switch back to the Old Campaign Builder as long as MailChimp provides the option and hasn’t phased the Old Campaign Builder out yet. The resulting campaign will generate the email in the Resulting Emails section for Example A later on in this chapter.

Click Switch Now to switch to the new Campaign Builder when presented the option.

Old Campaign Builder Process

Notice the header now displays from left to right the MailChimp logo, the name of the New Campaign (New Promo – Org Listing with 2 Free Job Posts – 11072017 or New Article Release – The Walls Have Eyes – 08082017), a Help link along with a Save and Exit link. The footer displays all steps including the current Recipients step required to create the Campaign. They are:

  1. Recipients 
  2. Setup
  3. Template 
  4. Design
  5. Confirm

There is also a Next button in the footer. Click this button to proceed to the

Setup Step. 

Recipients

The page then displays 3 options:

  • Entire list
  • Saved segment or prebuilt segment 
  • Group or New segment

For the purposes of this guide we will select Entire list and click the Next > button.

Setup

The Setup page appears requiring more info about the Campaign. From the Setup step to the Confirm step, you will notice the Back button that is also available in the footer to allow you to go back to the previous step if desired.

Email Subject (Enter a subject that peeks the recipient’s interests about how reading the email can benefit them. Ensure there are no misspellings or grammar errors.)

Preview Text (Enter a preview text that acts as a brief summary that peeks the recipient’s interests about how reading the email can benefit them. Ensure there are no misspellings or grammar errors.)

From Name (For companies, try a pattern like First Name Last Name, with Job Position, Company Name or Web Address. Ex: John Doe, CEO, ABZ Company( or ABZ.com))

From Email Address (This can be the email address of the recipient or a group email accessible by multiple users. Keep in mind when users reply to the eBlasts, someone will need to continue to check the email addresses inbox to ensure all replies are acknowledged, replied to or processed.)

Personalize the To Field: Recommendation: Check this Field to minimize the emails you send from being trapped in the spam filters of your recipients, it is recommended that you use MERGE fields for the First Name *|FNAME|* and Last Name *|LNAME|* for the To Field. Entering *|FNAME|* only in the available textbox will result in the First Name and entering *|FNAME|* *|LNAME|* in the textbox will result in the Full name.

In the section titled Tracking accept the values for:

  • Track Opens with Checked value
  • Track Clicks with Checked value (required for Free accounts)
  • Track Plain-text Clicks with Checked value (required for Free accounts)

Accept all other unchecked defaults for Google Analytics, Ecommerce link tracking, Click-tale link tracking, and Salesforce link tracking.

Accept the defaults on the page for Social media and video convert to not include them (ie unchecked values).

Social Media Connection

Along with Social Cards, MailChimp users can send posts out to Social Media platforms when Email Campaigns are sent.

Campaign URL

Prior to connecting our campaign to the Social Media platforms, let’s edit the Campaign URL to make it more user friendly. The Campaign URL is a reference to a web page created and hosted by MailChimp. It will be used when MailChimp posts users’ Campaign content to Social Media platforms or when a user would like to share the email’s content on line with any one regardless if they received the email or not. This URL will be redirected to, from the Social Media platforms and will display a page that contains the same content and similar layout included in the Campaign email that is sent to the recipients. MailChimp allows you to change the page name part of the Campaign URL. From the Setup step, to edit the Campaign URL, click the edit link.

For Resulting Email Example A, let’s edit the Campaign URL.

The Edit Campaign URL dialogue box appears.

Let’s remove the auto number placed at the end of the Campaign URL. Click Save.

Upon clicking Save, the Campaign URL should now display without the auto number previously at the end the URL.

For Resulting Email Example B, let’s edit the Campaign URL.

The Edit Campaign URL dialogue box appears.

Let’s remove the auto number placed at the end of the Campaign URL. Click Save.

Upon clicking Save, the Campaign URL should now display without the auto number previously at the end of the URL.

Now let’s connect to the Social Media platforms which will link to the Campaign URL. MailChimp offers Social Media Auto post and Auto-tweet options for Facebook and Twitter that simultaneously post to these Social Media platforms upon sending Email Campaigns. In order to take advantage of the Social Media Auto Post option, you must configure MailChimp to use your Facebook or Twitter accounts by supplying the username and password credentials for the respective Social Media platform.

To connect to Twitter, click the Connect Twitter button.

Click Authorize app upon entering Twitter credentials.

Note Possible Navigation Error and Workaround: After connecting to a Social Media platform, Sometimes MailChimp’s Old Campaign Builder steps may redirect the user to a step beyond the Setup step used to connect to Social Media sites. If after entering the Twitter credentials, you are moved to a step beyond the Setup step, click the Setup step at the bottom of the Campaign Builder to navigate back to the Setup step.

Upon returning back to the Setup step, notice the Twitter option now reads Auto-tweet campaign as [your Twitter username].

Now check the Twitter checkbox to edit the post message.

Review the message in the Twitter textbox for accuracy and edit the message as needed. Note that the MERGE field tag *|URL|* references the Url which is represented by the Campaign Url link which links to a MailChimp hosted version of the Campaign Email.

Once you have finished reviewing and editing your Twitter message, you may move on to connecting to Facebook to setup the Auto-post.

To connect to Facebook under the Social media section, click the Connect to Facebook button to display the Facebook login page.

Click Log In upon entering your Facebook credentials. Make sure Auto-tweet campaign as [your Twitter username] is still selected.

Now check the Facebook checkbox to edit the publishing profile or page and post message.

Review the message in the Facebook textbox for accuracy and edit the message as needed. Note for Facebook, the MERGE field tag *|URL|* reference will be added to your post text although it doesn’t show in the textbox. The Campaign Url links to a MailChimp hosted version of the Campaign Email. Finally, use the checkboxes below the textbox to choose the personal profile or a page to post from. For this example we will select High Income Source(Fan Page) in order to post to and post as the High Income Source Page.

Note: The video convert option is useful if we were embedding a video which may cause issues being opened in certain email clients. Considering, we are not referencing a video for this guide we do not need to check this option. If we were referencing a video we highly recommend checking this option.

Click Next to proceed to the Templates step. 

Templates

Select a Template appears as the title for the Templates step. From the menu:

  • Layouts
  • Themes
  • Saved Templates Campaigns
  • Code your own

Earlier from the Template instructions around creating a Template, we focused on the Drag and Drop option to create a Template. Alternatively we could have used the more advanced Code your own option designed more for advanced users. These templates once saved are accessible under the Saved Templates section.

On the Select a template page, select Saved templates.

Select the Template via the thumbnail of the Email you wish to use for this Campaign.

Click Next to proceed to the Design step. (Note: As an alternative to proceed to the Design step, Double click the thumbnail for the selected Template.)

Design

With the Design step, a page will display with the well-formatted email layout on the left but optional Content Blocks on the right that can be dragged to the left. If the Template was created using the more advanced HTML based Code your own type, the editable HTML would appear on the right instead of the Drag and Drop Content Block controls.

Important: Regardless of the type of template, Drag and drop or the Code your own, please make sure the format is in good shape (including testing in various email clients), there are no typos or grammar errors in the text, and all links point and make it to their expected target URL or the expected downloadable file. As a matter of quality, this review is very important, considering once the email is sent to your recipients there is no way to retrieve it from their inboxes. So make sure the Email Template is as error free as possible to ensure your email’s primary message is received clearly. It’s quite possible that one typo may damage the message you are trying to convey and may create a negative impression of the email you are sending now or any you send in the future.

The formatted template includes:

  • Image Content Block for the Logo that links back to HighIncomeSource.com
  • Image Content Block for the Header Image that links back to a Highlighted Article
  • Text Content Block that includes Title of the Email and Body
  • Button Content Block that links back to a Highlighted Article

As a precaution, MailChimp has placed a Preview and Test Dropdown at the top of the Template. This link is a convenient way to test the email without sending it to intended recipients. Use the Preview and Test to display a dialogue box to enter the test email or emails. Here is an example of what a test might look like. Notice there is a message text box that is optional and can be sent along with the test email.

The recipients of the Test Email may provide feedback by responding to the test email. The test recipients’ comments will also appear in the comments tab. Depending on your business processes, you may then proceed in carrying out the remaining steps for the Email Campaign Launch. Test Emails are optional but can be handy in catching errors that might otherwise slip through the cracks. Click Ok to complete this Test Email process.

Note: As far as the Template examples, notice the footers, which include the closing with configurable Drag and Drop built-in Social Media Follow Content Blocks. The footers also include a MailChimp unsubscribe link required by MailChimp and the US Federal Trade Commission’s CAN- SPAM Act which requires a quick and easy opt-out for recipients of email solicitations from businesses or organizations. For more information on the CAN-SPAM Act visit the Federal Trade Commission’s website at www.ftc.gov. The footer text and associated *|MERGE|* Fields are built-in and will populate upon sending this Template as a part of our Email Campaign.

Click Next to proceed to the Confirm step. 

Confirm

The Confirm page displays titled “You’re all set to send!” MailChimp provides this page as a means to review the Campaign prior to completing it. It summarizes the critical elements of the campaign and allows you to edit them if needed before sending the eBlast to the recipients.

Each element appears in a list format with their current value with a gray Edit button that allows you to edit the value if you wish. There is a Green Check mark at the beginning of each row that shows each element has been completed. A yellow caution Exclamation mark will show if the element may need your attention.

The elements with their current values include:

  • List
  • Subject line
  • Preview text
  • Replies (with current From name and From email address)
  • Tracking
  • Sharing and Social Media
  • HTML Email
  • Plain-text email
  • Social Cards
  • Monkey rewards (identifies a MailChimp link with logo as an affiliate. Required for the New Business Forever Free version of MailChimp.)

Notice the gray Schedule button next to the Send button in the bottom right corner of the Confirm step. The Schedule button can be used to schedule Campaigns which you may prepare in advance but send at another date in time. For the purposes of this guide, we will send our eBlast manually and in real-time. As a result, the scheduling feature will not be covered. For more information on scheduling Campaigns please visit www.mailchimp.com.

For Resulting Email Example B, we will not enable Social Cards and the Social Media Auto-post and Auto tweet features. After you’ve reviewed all the elements of your Campaign from the list, you are ready to complete the Campaign and send the eBlast. To proceed, click the Send button. Then skip ahead to the Send Campaign section to send your Campaign.

On the other hand, for Resulting Email Example A, we will enable Social Cards and the Social Media Auto-post and Auto tweet features. As a result, Continue on to the Social Cards section.

Social Cards

Now, let’s enable Social Cards. MailChimp created Social Cards to allow users the ability to easily integrate Email Campaigns into popular social media platforms. Social Cards are optional. Social Cards are digital representations of the content we include in our Campaign Emails. At the time this guide was written Social Cards were available on Facebook, Twitter and Pinterest. Once configured properly, and the Campaign is sent with social media auto post enabled, Social Cards will appear in news feeds and on Social Media pages and can be easily shared amongst social media networks. Each Social Card may include a Title, Description and Image. A Social Card by default links back to a MailChimp hosted version of the Campaign Email being sent. Valid accounts on the respective social media platforms are required in order to take advantage of Social Cards.

To enable Social Cards, click the link titled Enable Social Cards to share your campaign.

On the Social cards preview page Enable Customized Social Cards by clicking the toggle slide button under Social Cards Settings.

Notice the Social Card preview on the left and the configuration panel on the right. Notice the three Social Media platform tabs on the left for Twitter, Facebook and Pinterest. For the purposes of this guide, we will configure and implement the Social Cards for Twitter and Facebook.

MailChimp approximates what image to include using the Email Template associated with the Campaign. Title, and Description text boxes are available to supply the Title and Description of your Social Card.

Neither of the image approximations that have been chosen by MailChimp displays properly for Twitter or Facebook.

For the best post display of the image, prior to this chapter we prepared and uploaded an image similar to the second image with dimensions of a 477 px width and a 245 px height. This image with the desired width and height has been uploaded into the Content Manager and is ready to be selected for our Social Card.

Note: For each Social Media platform, the dimensions that results in the best display for the Social Card image may vary.

To select the newly uploaded image with proper dimensions, click the upload an image link.

The Content Manager displays.

Select the first image with the text Have a Company?. This image is very similar to the image we used in our Email Template. The first image has the proper dimensions of a 477 px width and a 245 px height which will display nicely on Twitter and Facebook in our Social Card. Now click the Insert button at the top right corner of the screen.

Complete the Title and Description of the Social Card.

To finish customizing the Social Cards, click Save & Close. Social Cards is now enabled.

Again, for Resulting Email Example B, we will not auto post to Facebook or Twitter and will not enable Social Cards.

After you’ve reviewed all the elements of your Campaign from the list, you are ready to complete the Campaign and send the eBlast. To proceed click the Send button.

Please skip ahead to the Send Campaign section to send your Campaign using the Old Campaign Builder Process.

New Campaign Builder Process

MailChimp is constantly improving its system to make it more efficient and effective for its end users. At the time this guide was published, MailChimp was in the process of releasing a newer and faster way to send out Campaigns. As an alternative to the Old Campaign Builder Process above, the section below demonstrates how this new Campaign Builder can be used to send Campaigns.

You should have arrived here after switching to the new way of building Campaigns or after the old way of building Campaigns has been phased out by MailChimp and is no longer available.

Upon navigating to the Create Campaign page in the New Campaign Builder you will notice the following page requiring Campaign setup information including To, From, Subject, Content, Social Media Connections, Settings, and Tracking.

Also notice the switch back link at the bottom of the page indicating that the option is still available to switch back to the Old Campaign Builder if the user chooses.

To

Click Add Recipients. When the section expands use the List dropdown to select MailChimp 101 Curriculum. For this example keep the Segment dropdown default selection All subscribers on list.

Save

Click Save.

A check mark will now appear next to the To label indicating that section has been completed. The Recipients selection can be modified by clicking Edit Recipients.

From

Name

Under the From section, which asks, “Who is sending this campaign?” click Add From. For companies, try a pattern like First Name Last Name, with Job Position, Company Name or Web Address. Ex: John Doe, CEO, ABZ Company( or ABZ.com)

Email Address

Verify your domain by clicking Verify Domain. MailChimp will send you a verification email that will include a Verify Your Domain link that will send you back to MailChimp.com to automatically verify your domain and email address. MailChimp will also include a code that can be used to enter into the dialog form to verify domain and email address. For the purposes of this exercise, we will enter the verification code from the verification email into the MailChimp verification dialog form.

Click Send Verification Email to verify the domain.

Enter the Verification Code that was sent in the email. Click Verify.

Click Done to complete the Domain Verification process.

Save

Click Save to complete the From section of the New Campaign Builder.

Once saved the From value may be edited by clicking Edit From.

Subject

Under the Subject section, which asks, “What’s the subject line for this campaign?” click Add Subject.

Subject

Enter a Subject that peeks the recipient’s interests about how reading the email can benefit them. Ensure there are no misspellings or grammar errors.

Preview Text

Enter a preview text that acts as a brief summary that peeks the recipient’s interests about how reading the email can benefit them. Ensure there are no misspellings or grammar errors.

Save

Click Save to complete the Subject section of the New Campaign Builder. Once saved the Subject data may be edited by clicking Edit Subject.

Content

Under the Content section where it states “Design the content for your email”, click Design Email.

Select a Template

Select a Template appears as the title. 

From the menu:

  • Layouts
  • Themes
  • Saved Templates Campaigns
  • Code your own

Earlier from the Template instructions around creating a Template, we focused on the Drag and Drop option to create a Template. Alternatively we could have used the more advanced Code your own option designed more for advanced users. These templates once saved are accessible under the Saved Templates section.

On the Select a template page, select Saved templates.

Select the Template via the thumbnail of the Email you wish to use for this

Campaign.

Click Next to proceed to the Design step. (Note: As an alternative to proceed to the Design step, Double click the thumbnail for the selected Template.)

Design

With the Design step, a page will display with the well-formatted email layout on the left but optional Content Blocks on the right that can be dragged to the left. If the Template was created using the more advanced HTML based Code your own type, the editable HTML would appear on the right instead of the Drag and Drop Content Block controls.

Important: Regardless of the type of template, Drag and drop or the Code your own, please make sure the format is in good shape (including testing in various email clients), there are no typos or grammar errors in the text, and all links point and make it to their expected target URL or the expected downloadable file. As a matter of quality, this review is very important, considering once the email is sent to your recipients there is no way to retrieve it from their inboxes. So make sure the Email Template is as error free as possible to ensure your email’s primary message is received clearly. It’s quite possible that one typo may damage the message you are trying to convey and may create a negative impression of the email you are sending now or any you send in the future.

The formatted template includes:

  • Image Content Block for the Logo that links back to HighIncomeSource.com
  • Image Content Block for the Header Image that links back to a Highlighted Article
  • Text Content Block that includes Title of the Email and Body
  • Button Content Block that links back to a Highlighted Article

Save and Continue

Click Save and Continue at the bottom right corner of the Template Design page to complete the Content section of the New Campaign Builder. Once saved the Content data may be edited by clicking Edit Design.

For quick testing at any time while building the Email Campaign, MailChimp has placed a Send a Test Email link within the Content section. This link is a convenient way to test the email without sending it to intended recipients. Click Send a Test Email to display a dialogue box to configure the Test Email(s). Here is an example of what a test might look like. Notice there is an instructions or personal message text box that is optional and can be sent along with the Test Email.

Click Send Test to send the test email.

Click Ok to return back to the New Campaign Builder.

The recipients of the Test Email may provide feedback by responding to the test email. The test recipients’ comments will also appear in the comments tab. Depending on your business processes, you may then proceed in carrying out the remaining steps for the Email Campaign Launch. Test Emails are optional but can be handy in catching errors that might otherwise slip through the cracks. Click Ok to complete this Test Email process.

Now, let’s enable Social Cards. MailChimp created Social Cards to allow users the ability to easily integrate Email Campaigns into popular social media platforms. Social Cards are optional. Social Cards are digital representations of the content we include in our Campaign Emails. At the time this guide was written Social Cards were available on Facebook, Twitter and Pinterest. Once configured properly, and the Campaign is sent with social media auto post enabled, Social Cards will appear in news feeds and on Social Media pages and can be easily shared amongst social media networks. Each Social Card may include a Title, Description and Image. A Social Card by default links back to a MailChimp hosted version of the Campaign Email being sent. Valid accounts on the respective social media platforms are required in order to take advantage of Social Cards.

To enable Social Cards, click the link titled Enable Social Cards to share your campaign.

On the Social cards preview page Enable Customized Social Cards by clicking the toggle slide button under Social Cards Settings.

Notice the Social Card preview on the left and the configuration panel on the right. Notice the three Social Media platform tabs on the left for Twitter, Facebook and Pinterest. For the purposes of this guide, we will configure and implement the Social Cards for Twitter and Facebook.

MailChimp approximates what image to include using the Email Template associated with the Campaign. Title and Description text boxes are available to supply the Title and Description of your Social Card.

Neither of the image approximations that have been chosen by MailChimp displays properly for Twitter or Facebook.

For the best post display of the image, prior to this chapter we prepared and uploaded an image similar to the second image with dimensions of a 477 px width and a 245 px height. This image with the desired width and height has been uploaded into the Content Manager and is ready to be selected for our Social Card.

Note: For each Social Media platform, the dimensions that results in the best display for the Social Card image may vary.

To select the newly uploaded image with proper dimensions, click the upload an image link.

The Content Manager displays.

Select the first image with the text Have a Company?. This image is very similar to the image we used in our Email Template. The first image has the proper dimensions of a 477 px width and a 245 px height which will display nicely on Twitter and Facebook in our Social Card. Now click the Insert button at the top right corner of the screen.

Complete the Title and Description of the Social Card.

To finish customizing the Social Cards, click Save & Close.

Social Media Connection

Along with Social Cards, MailChimp users can send posts out to Social Media platforms when Email Campaigns are sent.

Campaign URL

Prior to connecting our campaign to the Social Media platforms, let’s edit the Campaign URL identified URL next to the Share your campaign label to make it more user friendly. The Campaign URL is a reference to a web page created and hosted by MailChimp. It will be used when MailChimp posts users’ Campaign content to Social Media platforms or when a user would like to share the email’s content on line with any one regardless if they received the email or not. This URL will be redirected to from the Social Media platforms and will display a page that contains the same content and similar layout included in the Campaign email that is sent to the recipients. MailChimp allows you to change the page name part of the Campaign URL. From the Setup step, to edit the Campaign URL, click the Edit link.

The Edit Campaign URL dialogue box appears.

Let’s remove the auto number placed at the end of the Campaign URL. Click Save.

Upon clicking Save, the Campaign URL identified by the URL next to the Share your campaign label should now display without the auto number previously at the end of the URL.

Now let’s connect to the Social Media platforms, which will link to the Campaign URL. MailChimp offers Social Media Auto post and Auto-tweet options for Facebook and Twitter that simultaneously post to these Social Media platforms upon sending Email Campaigns. In order to take advantage of the Social Media Auto Post option, you must configure MailChimp to use your Facebook or Twitter accounts by supplying the username and password credentials for the respective Social Media platform.

To connect to Facebook, click the Connect Facebook button.

Click Log In upon entering Facebook credentials.

Choose a Facebook personal profile or page to post under.

Click the link slider to edit the publishing profile or page and post message.

Use the Select pages drop down to choose the personal profile or a page to post from. Select HighIncomeSource (Facebook Page) in order to post to and post as High-Income Source.

Notice the drowdown list now identifies that there is 1 item(s) selected. Review the message in the textbox for accuracy and edit the message as needed. Note that the MERGE field tag *|URL|* references the Url which is represented by the Share your campaign link which links to a MailChimp hosted version of the Campaign Email.

Once you have finished editing your Facebook message, click Save Message to save the message and confirm the Company Page to post to and post as the Company page.

To connect to Twitter, click the Authorize app button.

Click the link slider to edit the post message.

Review the message in the textbox for accuracy and edit the message as needed. Note that the MERGE field tag *|URL|* references the Url which is represented by the Share your campaign link which links to a MailChimp hosted version of the Campaign Email.

Once you have finished editing your Twitter message, click Save Message to save the message.

Settings and Tracking

While building Campaigns using the New Campaign Builder, MailChimp provides a Settings and Tracking area with options that can be configured for each Campaign that is created. The current state of these options is displayed in this area with Edit links to change these options.

Settings

MailChimp provides a Settings area with options that can be configured for each Campaign that is created. There are currently 2 settings that you can update with a Forever Free account. One allows you to personalize the email’s To field and the other is designed to minimize errors that may result from improper video display, if videos are included in your email. To update the Settings section, click the Edit link next to Settings.

Now check the Personalize the “To” field checkbox. Then choose the MERGE tag combination with the First Name and Last Name option. This usually results in higher Open and Click rates instead of the default email address. Email clients and recipients are less likely to perceive the email you send as spam when there is a personalized To line in the emails you send.

We will leave the Auto-convert video option unchecked considering a video is not included in our email. This option will scan your email for video tags and will replace them with tags that are more compatible with most email clients to ensure the best display for videos you include. The other option to Use Conversations to manage replies is only available for paid accounts and as a result, will not be covered in this guide.

Click Save to save the Settings.

Notice the current status of the To field now states the Your ‘To’ field is personalized with merge tags.

Tracking

MailChimp provides a Tracking area with options that can be configured for each Campaign that is created. There are currently 6 settings that you can update with a Forever Free account. To update the Tracking section, click the Edit link next to Tracking.

We’ll stick with the defaults for all Tracking options. Track options that are currently selected are Track opens, Track clicks and Track plain text clicks. The remaining options require active 3rd party account with an Ecommerce solution, Google Analytics, ClickTale, Salesforce, and Capsule. For the purposes of this guide we will not cover these integrations. To understand these integrations and more please refer to www.mailchimp.com .

Click Save to save the Tracking options.

The current Tracking option defaults should still display.

Confirm

The Confirm page displays titled “Your email campaign is ready to send!” MailChimp provides this page as a means to review the Campaign prior to completing it. It summarizes the critical elements of the campaign and allows you to edit them if needed before sending the eBlast to the recipients.

Each element appears with their current value with an Edit button that allows you to edit the value if you wish. There is a Green Check mark at the beginning of each row that shows each element has been completed. A yellow caution Exclamation mark will show if the element may need your attention.

The elements with their current values include:

  • To
  • From
  • Subject
  • Content (with Template Design, Monkey rewards, Plain-text Email option, Social Cards, and Test Email)
  • Share your campaign
  • Facebook Connection with Auto Post
  • Twitter Connection with Auto Post
  • Settings
  • Tracking

Notice the Send Later schedule button next to the Send Now button at the top right corner of the page. The Send Later schedule button can be used to schedule Campaigns which you may prepare in advance but send at another date in time. For the purposes of this guide, we will send our eBlast manually and in real-time. As a result, the scheduling feature will not be covered. For more information on scheduling Campaigns please visit www.mailchimp.com.

After you’ve reviewed all the elements of your Campaign, you are ready to complete the Campaign and send the eBlast. To proceed click the Send Now button.

Send Campaign

A Prepare for launch window displays with an animated graphic including a chimp’s hand and forefinger over a red button. The text below the animation reaffirms you are about to send a campaign to the list name with the number of subscribers. You are presented a Send Now button and a Cancel link.

Press Send Now to send the campaign.

A confirmation page appears with an animated graphic with a chimp’s hand pointing straight up with a green background. Text appears below the animated graphic as follows:

High Fives!

Your campaign is in the send queue and will go out shortly.

For Resulting Email Example A,

“New Promo – Org Listing with 2 Free Job Posts – 11072017” will be sent to [#] subscribers from the list, “MailChimp 101 Curriculum”.

For Resulting Email Example B,

“New Article Release – The Walls Have Eyes – 08082017” will be sent to [#] subscribers from the list, “MailChimp 101 Curriculum”.

This page also allows you to click on:

  • A gray button titled Track Performance in Reports to the Report for this Campaign.
  • A gray button titled Track Performance in Mobile App to Download the latest MailChimp app for Mobile Devices
  • A link to a web page displaying your Campaign’s Email that can be used for the public to view that may not have received your email

For the purposes of this guide you may click the Report link to begin monitoring the Campaign’s Performance including Opens, Clicks, Subcribers, Links, and locations opened. You may also use the link to the web page to view how the eBlast appeared in the Subscribers inbox. This link is handy if you would like to share it with someone that is not in your original Subscriber list. As far as the Mobile Devices option, it is totally up to you if you would like to download and install these apps on compatible mobile devices.

Resulting Emails & Posts 

Email Example A

This email was generated from the email we built in the Templates chapter under the section titled Create Drag and Drop Template – Step-by-Step. Here is what the resulting email looks like using this Template that was sent out from our Campaign.

Post Example A

  • Facebook Post
  • Twitter Tweet

Email Example B

The email was designed and stored in a similar fashion to the Template we created earlier in the section titled Create Drag and Drop Template – Step by Step. Here is what the resulting email looks like using this Template that was sent out from our Campaign.

Recommendation: MailChimp Alternative

If you don’t like MailChimp, no worries. There are many other email marketing automation tools you can choose.  Due to the many options available on the market, they are quite challenging to compare. 

ActiveCampaign is used by many online marketers as an autoresponder.

ActiveCampaign is the platform I use for my online business.

Founded in 2003, ActiveCampaign is a marketing automation company. Its marketing automation software allows businesses to stay in touch with their customers.

With over a decade of experience, it offers business owners a powerful email marketing platform and CRM platform, allowing them to easily control email marketing.

I have reviewed ActiveCampaign in detail. You may want to read my ActiveCampaign review before deciding to use it.

The Groundhogg email marketing service might be the better choice for WordPress users looking for a cheap email marketing tool. It will be more technical to use Groundhogg. 

Within the Groundhogg dashboard, you can manage your CRM, Emails, and Marketing Automation. Everything is under your control.

Unlike SaaS, Groundhogg offers a low-cost CRM platform and an email marketing platform. You can read my Groundhogg review to determine if it is for you.

Additionally, I found a tool that lets you send videos by email along with a powerful email automation tool. Videos can be inserted into clients’ emails in just one click, increasing traffic, conversions, and sales. There is no GIF here, but a video.

Developers of Email Videos Pro claim that the software increases engagement tenfold and profitability tenfold. I reviewed Email Videos Pro to help you decide if it is right for you. Read my Email Videos Pro review here.

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