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Sending a campaign (Email) using Mailchimp

  • Updated

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Sending an email with Mailchimp (campaign).

There are some helpful steps included in the "creating a campaign" with Mailchimp.

 

For a more detailed guide - please see below

 

 

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  • Choose create from the left hand menu 

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  • The choose Email from the next screen

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Once you are in the regular creation screen, you will be prompted to Name you Campaign. Try to name it something meaningful so you can recognise it when looking at your campaign dashboard (this article for details about the campaign dashboard)

 

  • Choose begin once you have chosen a name

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  • From this screen you can choose the settings that will build your campaign (email)

  • Edit recipients

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  • Choosing or editing your recipients is where the use of Tags (see this article) comes in to play unless you want to email all of your contacts. 
  • To update the recipient list - choose edit recipients and use the audience drop down or the segment or Tag drop down to choose the recipients for the current campaign.

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  • When you use the segment or tags options - you can choose all or a group or segment - choose from the list of tags or you can choose the pre built segments as per below

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  • You can also choose to personalise the "to field" of you email by "merging" names or other fields into the email 

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  • Then move through the rest of the sections for setup

 

  • From

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  • Subject 

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Content

This section is where you build the content of your email  - we will start with simple and encourage you to try other options as you get more confident with the platform (system)

 

Build content

 

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Choose Classic Builder if you are unfamiliar with this type of system - or if you are feeling confident - choose new builder (NB:  these options may change and New Builder becomes the standard/classic)

 

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  • Select a template: 
    • For this example basic simple (highlighted in picture) was chosen to keep it simple

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  • The portion highlighted needs to be removed in order to build your own content
  • Click on the text and choose delete (bin) to remove each section (the text you are removing is useful to read also)

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  • Once the text and sections have been removed it will be a blank slate for you to build your content

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  • Start to build your content by choosing the content blocks - click and drag to the left in the position you want them to appear in the email

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  • Once you have dragged the block over - you can edit the content on the right

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  • Type in your email content as needed here (remove the highlighted line)

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  •  You can use the formatting options to change the font options like Bold/Underline/Italics etc

Inserting links or attaching files

  • Choose the link icon as per below to add in a file attachment, weblink or email address

 

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  • You can choose from the options as seen in the picture below

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  • For this example we are going to add a file link

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  • Search for an find your file to upload

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  • Content Studio opens once you search for and file your file
  • It will then appear as an icon for you to choose

 

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  • Select your file and choose insert (where you were in the content of your email will determine where the link will be added into the email.

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Adding pictures/images to your email

 

  • In the same way you added a file attachment you can use the add picture/image button in the tool bar to add images to your email 

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Changing Font Style/Colour/Text Position

  • Font, size, position, colour and line spacing of the content can be changed/altered using the style menu as per below

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Settings

  • You can also use the settings menu as seen below to alter the layout after the fact and choose to apply the settings to only one text block or all text blocks

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Examples of changes

 

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Once you are happy with the content, Style and layout - its time to review or test your email.

Testing/Previewing your email

Its highly recommended to test and/or preview your email so you are happy with how it will come out once its sent.

  • Click Preview menu (top right) and choose the option applicable (send test, preview and send to mobile are all good tests to use so you can see how to the email is presented to the recipient - particularly how it will present on a mobile device)

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  • If you are happy with the preview/test its time to send the email.
  • The system will alert you of any errors or anomalies that might need changing before you can send your campaign (email)

 

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Sending your email 

 

  • We're now back to the initial setup screen and its time to confirm all the details and send it out.
  • Sending is simply a matter of hitting send in the top right
    • If you have a paid version of Mailchimp - you can also choose the schedule option where the system allows you to set a date and appropriate time to send your campaign out.

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Options for scheduling

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Once you have sent you email - you can then view it and the reports associated in your campaign dashboard. 

 

 

 

 

 

 

 

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