Getting Started with Mailchimp

Name: Getting Started with Mailchimp
Author: Katie Layman

Learn to setup a Mailchimp account, manage the dashboard, and import contacts.

Preview the first lesson free — get full access to all 3 lessons.

Course: On-Demand

Hello, my name is Katie Layman, and in these lessons you will learn how to set up your MailChimp account navigate the MailChimp dashboard and import contacts. In this lesson, I will show you how to set up your MailChimp account. In a browser type MailChimp.com and select one of the yellow signup buttons. There are four plans available including free, essential standard, and premium, and they vary according to the number of contacts that you have, the number of monthly email sends, the number of users, the type of support, and a lot of the features that are included. The standard and premium plans have pre-built journeys, custom coded templates, predictive segmentation, content optimizer, dynamic content, advanced segmentation. However, if you're just getting started and you have 500 or fewer contacts, the free version is the best version to start with. It is robust and it contains pre-built email templates 300 plus integrations, basic reporting and analytics, forms and landing pages, and a creative assistant. Plus, you receive support for the first 30 days and you can send 2,500 monthly email sends. Click on signup free to begin, enter an email address, create a username and password and click signup. This will send a link to your email address. Open up the email, click on the link to validate your account and return to MailChimp. MailChimp will ask a few more questions to set up your profile, including your name, a business name, a phone number, your physical address, which will be included at the bottom of each email that is sent from MailChimp. Organizational questions to understand your business and provide relevant content, as well as an opportunity for a website URL to be entered for branded content. Click log in, enter your username and password, and click log in to begin. On your homepage, you'll see notifications or next steps based on your profile information that you entered. We are going to focus on the lower left-hand corner which contains all your account set up information. Click on the icon on the lower left, and if there are any notifications, they will appear here. Next, we'll select the profile information. You can upload a photo, change your password, update your email address or website information. And you may also update your details. Your account name, the region and time zone are important as well for sending out emails especially if you're sending them to another time zone. This section is nice to complete because you can see some comparative statistics like the average open rates for nonprofits or the best day to send emails for restaurants. Put in the number of people in your organization and how old your organization is. This lower section email from MailChimp is also helpful to receive confirmation when a campaign has been sent out. A weekly account summary of the number of new subscribers or people who have unsubscribed. The MailChimp presents is a monthly newsletter. And updates for best practices, I find that to be very helpful to and also to know if there are new features and updates. Now the section at the bottom of the details is really important as well. If you are sending out emails right before a holiday and you don't wanna receive all the out of office notices auto replies back to your email, click on that reject automatic replies to my campaign. That will be a huge time saver. You may also set up security so there's a two factor authentication for these accounts and you can make it required for all the different types of roles that may be logging into your account. Your contact information and data as well as the ability to pause or delete an account are also located under settings. Billing contains your monthly plan or credits and it shows you how far along you are in that plan. For instance, I've only used one out of the 500 contacts and we still have 5,000 emails remaining with the plan and it shows you the monthly amount that is billed and what date it will be billed on. Integrations is an interesting section that will show you all of the different integrated apps that you can integrate with MailChimp, including Facebook, Microsoft Outlook Calendar, Twitter, SurveyMonkey, Google Calendar just to name a few. There are a lot of options and we'll get into that in more of the advanced lessons. Thank you so much. You are now set up completely to begin using MailChimp. Thanks for watching. Stay tuned for the next lesson where I will show you how to navigate the MailChimp dashboard.

Beginner Provider : Katie Layman 3 Lessons · 23m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

This introduction to the Mailchimp platform will show an available plans overview and how to set up account details. This course will get you ready for successful email marketing campaign management. You’ll be able to find valuable tools on the dashboard. You’ll learn how to import individual and group contacts with the foundation for building a thorough and integrated email marketing plan. With a complete understanding of the dashboard basics and an in-depth look at importing contacts and fields, you will be able to effectively build your email marketing brand and messaging strategy.

In this fundamentals course, you will learn how to quickly set up a new Mailchimp account, so you can start your brand messaging without downtime. By understanding and navigating the main dashboard, a new campaign can effectively be designed and scheduled using brand information. Import new contacts to build, tag, and communicate with your audience for greater brand awareness. With a Mailchimp account, a balanced and organized audience list, and an understanding of the dashboard areas, your email marketing program will be set up for success.

What You'll Learn

Set up a new Mailchimp account and configure account details
Navigate the main Mailchimp dashboard and locate its key tools
Create and build a Mailchimp audience
Import individual and group contacts into Mailchimp
Tag contacts to organize and communicate with your audience
Design and schedule an email marketing campaign using brand information

Key Takeaways

This fundamentals course introduces the Mailchimp platform, including an overview of available plans and how to set up account details.
Understanding and navigating the main dashboard lets you effectively design and schedule a new campaign using brand information.
Importing contacts and fields builds the foundation for a thorough and integrated email marketing plan.
Importing new contacts allows you to build, tag, and communicate with your audience for greater brand awareness.
A Mailchimp account, an organized audience list, and an understanding of the dashboard areas set your email marketing program up for success.

Frequently Asked Questions

What will this course prepare me to do?

It will get you ready for successful email marketing campaign management by giving you a complete understanding of the dashboard basics and an in-depth look at importing contacts and fields, so you can effectively build your email marketing brand and messaging strategy.

What topics does this course cover?

The course covers setting up an account with Mailchimp, navigating the Mailchimp dashboard, and importing contacts.

What skills will I gain from this course?

You will gain skills in Mailchimp, email management, email migration, and basic internet skills, among others listed for the course.

Is this course suitable for beginners?

Yes. It is an introduction to the Mailchimp platform and a fundamentals course that shows you how to quickly set up a new Mailchimp account so you can start your brand messaging without downtime.