Differences

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

--- course:mailchimp:start [2017/06/04 17:19] – [Google Analytics] don.lee
+++ course:mailchimp:start [2017/06/04 19:46] (current) – don.lee
@@ Line 5: / Line 5: @@
 ===== User Account =====
+You could register an account for free.
   * 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 =====
@@ Line 14: / Line 22: @@
   * After login you will see the "Dashboard" page, if not, just click the "chimp" logo
 ===== 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 =====
-  * 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
-  * 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 =====
-  * 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
 ===== 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 ====
+  * Click "Lists"
 {{:course:mailchimp:screen_shot_2017-06-04_at_5.14.07_pm.png?400|}}
-  * On the Lists: click Settings > Google Analytics on archive and list pages"
+  * Select "Settings" from the dropdown
+  * Select "Google Analytics on archive and list pages"
   * Adding Your Google Analytics Tracking ID > Save
   * If no Google Analytics, can skip
@@ Line 54: / Line 125: @@
 ==== Signup Form ====
+  * Click "Lists"
 {{:course:mailchimp:screen_shot_2017-06-04_at_5.14.07_pm.png?400|}}
-  * Go to "Signup forms"
+  * 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