course:mailchimp:start

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
course:mailchimp:start [2017/06/04 17:16] – [Signup Form] don.leecourse:mailchimp:start [2017/06/04 19:46] (current) – don.lee
Line 5: Line 5:
  
 ===== User Account ===== ===== User Account =====
 +
 +You could register an account for free.
  
   * Create MailChimp account   * Create MailChimp account
-  * Invite other users with existing account+ 
 +If you are already the owner of the account, you could invite other co-workers. 
 + 
 +  * Invite other users with existing account (only admin can do that) 
 +    * click Your User dropdown > Account 
 +    * click Settings > Users 
 +    * click Invite a User and select the appropriate role.
  
 ===== Navigation Menu ===== ===== Navigation Menu =====
Line 14: Line 22:
  
   * After login you will see the "Dashboard" page, if not, just click the "chimp" logo   * After login you will see the "Dashboard" page, if not, just click the "chimp" logo
 +
 +
 +
 ===== 1. Add Lists ===== ===== 1. Add Lists =====
  
 +Please note that MailChimp charge based on the number of subscribers, duplicate subscriber in 2 different lists will count as 2. You should segment your contacts into smaller lists so that they will not overlap.
    
-  * Click "Lists" on the Navigation bar, then click "Create List"  (At least 1 list in order to create campaign) +  * Click "Lists" on the Navigation bar 
-  * "List name" will be seen by subscribers, make it something appropriate +    * click "Create List"  (At least 1 list in order to create campaign) 
-  * Fill in requested information and save +    * "List name" will be seen by subscribers, make it something appropriate 
-  * Click "Add contacts" > Add a subscriber or Import subscribers+    * Fill in requested information and save 
 +    * Click "Add contacts" > Add a subscriber or Import subscribers
  
 ===== 2. Create Templates ===== ===== 2. Create Templates =====
    
-  * Click " Templates" on the Navigation bar then click "Create Template" +Before you could send out mass mail, you need to create a template. 
-  * Choose a proper template layout and edit the content + 
-  * The blocks on the right-hand side can be dragging to the top the template +  * Click " Templates" on the Navigation bar 
-  * Edit and design the template, then save and close+    * click "Create Template" 
 +    * Choose a proper template layout 
 + 
 +It will then show you the template editor 
 + 
 +  * Drag-n-drop the blocks on the right-hand side to the template on the left 
 +  * You may upload your logo, image, etc. during editing. 
 +  * Edit and design the template 
 +  * Click "Preview and Test" 
 +    * Click "Enter preview mode" to see it in Desktop, Mobile and Inbox mode 
 +    * Click "Send a test mail" to send an email for testing 
 +  * Click save and close
   * Adding the name of template   * Adding the name of template
-  * Remarks: Create a template which have logo, contact info and social media etc, and modify it case by case + 
- + 
 +<note tip>Create a template which have logo, contact info and social media etc, and modify it case by case</note> 
 ===== 3. Create Campaign ===== ===== 3. Create Campaign =====
-  * Click "Campaigns" on the navigation bar then click "Create Campaign" + 
-  * Click Create an Email > typing Campaign Name > Begin +You start a campaign to send out mass mail. A campaign has 5 stages. 
-  * Choose a list > choose Entire list > Next + 
-  * Adding Email Subject > Tracking the field you need > Next +  * Click "Campaigns" on the navigation bar 
-  * Choose the layout +    * click "Create Campaign" 
-  * The blocks on the right-hand side can be dragging to the top of the Campaign +    * Click Create an Email (do not choose "Create an Ad" which is not free) 
-  * Edit and design the template > Save and Close > Next +    * Type a Campaign Name and click Begin 
-  * Click "Preview and Test" > Preview mode that you can see it in Desktop, Mobile and Inbox mode+ 
 +Recipients 
 + 
 +  * Choose your target list 
 +    * choose Entire list or choose segment 
 +    * click Next 
 + 
 +Setup 
 + 
 +  * Adding Email Subject 
 +    * Select Tracking from the list 
 + 
 +Template  
 + 
 +  * Click Saved templates 
 +    * select your desired template 
 +  * if need, you could create a new one 
 + 
 +Design 
 + 
 +  * Make change if necessary and preview it 
 +  * You could use the "merge tags" to add some personalized message. See [[course:mailchimp:start#merge_tags|below]] 
 + 
 +Confirm 
 + 
 +  * It will display a check list to see if the campaign has any problem 
 +    * resolve the problem before you could proceed 
 +  * If you see "Default text content" has problem 
 +    * read the error message. Pay attention to [Specifically, we still see “It's time to design your email” in one of your blocks] to identify the problem 
 +    * click "Resolve" button 
 +    * Click the "Edit" button of the corresponding block and make changes.
   * Select "Schedule" for setting up delivery date and time OR "Send" for send it immediately   * Select "Schedule" for setting up delivery date and time OR "Send" for send it immediately
 +
 +
 +
 ===== Optional  ===== ===== Optional  =====
 +
 +
 +==== Merge Tags ====
 +
 +You could include the recipient’s name in the message using merge tags to make it more personal and help avoid spam filters. 
 +
 +For example, *|FNAME|* *|LNAME|* will show "Bob Smith" in the email instead of "bob@example.com". This is more personal and may help avoid spam filters.
 +
 +
  
 ==== Google Analytics ==== ==== Google Analytics ====
  
-  * On the Lists: click Settings > Google Analytics on archive and list pages" +  * Click "Lists" 
 + 
 +{{:course:mailchimp:screen_shot_2017-06-04_at_5.14.07_pm.png?400|}} 
 + 
 +  * Select "Settings" from the dropdown 
 +  * Select "Google Analytics on archive and list pages" 
   * Adding Your Google Analytics Tracking ID > Save   * Adding Your Google Analytics Tracking ID > Save
   * If no Google Analytics, can skip    * If no Google Analytics, can skip 
Line 52: Line 125:
  
 ==== Signup Form ==== ==== Signup Form ====
-{{:course:mailchimp:screen_shot_2017-06-04_at_5.14.07_pm.png?400| + 
-   +  * Click "Lists" 
-  + 
 +{{:course:mailchimp:screen_shot_2017-06-04_at_5.14.07_pm.png?400|}} 
 + 
 + 
 +  * Select "Signup forms" from the dropdown 
 +  * Different types signup form can be chosen   
 +  * Edit and design the signup form by adding image, logo and wording etc   
 +  * Signup form can linked with your website, Facebook or other social media 
 + 
 + 
 + 
  • course/mailchimp/start.1496567790.txt.gz
  • Last modified: 2017/06/04 17:16
  • by don.lee