What is MailChimp?

MailChimp is an email list and automation service. You can use it to collect contact form or gated content form submissions and send automated email series to continue nurturing contacts. 

MailChimp should ONLY be used if the client does not have the means to purchase a Hubspot instance and has no other marketing automation software in use. (PLEASE check with the client! Sometimes they do not tell us about all their existing tools.) Do not encourage clients to downgrade to MailChimp if they have a Hubspot instance already.


How to Set Up a New MailChimp Account

Please note: You will need to be added as a user to both the TSL account and any clients you'll be working on inside MailChimp. 

Step # Owner  Time Action
1     Log in MailChimp 
2     Click the “Client Accounts” dropdown
3     Select “Add new Client”
4     Enter the following in the form:
  1. Client's Company Name
  2. Client’s Primary Point of Contact Name
  3. In the "Email" field, enter a placeholder email address such as [Client will not need to log into the account to view reports]
5     Make sure the “Send login information to client” box is unchecked.
6     For “Plan,” select “Client License (Free)”
7     For “Client Access,” select “Admins and Select Users”. Leave "Please select users" text box blank.
8     Select the account manager (yourself or Ines)


Finishing Account Automation Setup & Creating a Thank You Email

A final welcome email is sent to the new subscriber automatically when they sign up. Use this feature if you're only sending one follow up email once they've submitted a form.

Step # Owner  Time Action
1     Log into the agency MailChimp account. 
2     Navigate to the client's account by going to the top right drop down.
3     Navigate to the settings of the list that needs a thank you email. 
4     Click "Create" button and select "Email."
5     Select "Automated" and then "Welcome new subscribers."
6     The "Campaign Name" is the name of the email for internal use. 
Format the name of the email as such: [Name of List] - [Name of Email]. 
Example: "General Contact Form Submission - Thank You Email"
7     Select the list that this follow up email should be associated with.
8     Edit the "Trigger" setting to be set to immediately. Save.
9     Click "design email."
10      Enter the name of the email again.
11     Edit the sender information and the subject line.
12     Choose a template from the "Save Templates" tab or select a layout with full width one column.
13     Insert the body copy from what copywriter has provided for the "Thank You Email" copy. 
14     Use the "content" and "style" tabs in the editor to edit the copy and design of the email to branding guidelines.
15     Send yourself a test email to review and QA the email.
16     Click "Next" when the email or email series is ready.
17     If everything looks correct, click "start sending."