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How To Use MailChimp Tutorial – STEP BY STEP

VIDEO TRANSCRIPT

Hey! What’s up everyone its Jameson form NYC TECH CLUB and today we gonna talk about how to use MailChimp. So in this video I’m going to show you how to create list so that you can store email that you collect. I’ll show you how to create template that you can use over and over again so you don’t have to recreate them every time you send out a new campaign.

I’m gonna walk you through a step by step how I created this template right here and then we we’ll send out a campaign together and a campaign is really just an email he send out your email list and goes directly to the inbox just like this one that I already sent to myself and what’s really cool about a MailChimp campaign as you can see the results so I’ll show you a lot of it later how to analyze your campaign to reporting em all round out our mailChimp to trial with some really cool stuff for example if you want to send out a free ebook after someone signed up, you can have them opt in and then we can automatically send them those email right here that says you signed up and here’s your free ebook just follow this link and what I did right here is an example like PDF an article on NYC homepage is an example of how we use step by step, how can you upload a file and also how can you automatically send out email after people sign up to subscribe to your website.

And the last two things that we will do is integrate MailChimp into our website so with word press plugins we can create opt-in forms like this and we can also create opt-in forms on our right sidebar so if this is something that you want to do, keep watching this video and let’s go through all the steps and learned how to use MailChimp.
Just an FYI there is a link in the description to this article on how to use MailChimp by MIT TEC club and you can follow along here instead of the video and has every step written right for you so go ahead and click on a link if you want otherwise you can follow this video.

So the first step is to create your account so go to MailChimp.com and If you already have a MailChimp account you can also click on the Login right on the upper right otherwise click signup for free. Now the signup page is super simple all you have to do is put in email create a username and create a password and click this button that says create my account. I’m not gonna do this with you because I’ve already created an accounts so go ahead and pause this video and once you have made your accounts you can move on to step number two. Alright so once you created your account and you’re logged in, you should be on your dashboard page, make sure…this is dashboard here and if it doesn’t, go ahead and click on this icon on the upper left just to bring you back to your dashboard
Everything that we need is going to be in the header menu so you have your campaigns, templates, lists, reports and automation. The first thing that we’re going to do is create a list right here on the menu click on list. So a list is how you store emails that you collect and we have to create at least one list and with MailChimp you can create as many as you want so the first thing that we have to do is create our first list. So click this button right here that says “create list” and you’ll see this pop up right here go down to this button right in the middle that says create list once again and click on that. So, okay now we have to put in the details for our list. The first thing that we have to do is to create a name for our list so I put a name NYC Tech club newsletter right here. You can name your list whatever you want just make sure it’s something professional because it does say… your subscribers will this so make it something appropriate. Then we put the email address to our website right here, mine is [email protected] and the form name is going to be “NYC Tech Club”. Go ahead and fill out that section and once you are done scroll down to next section that says “remind people how they got on your list”. So in every email that you send out in the footer section, there’d be a reminder of how your subscribers signed up for your list. So for me

I just put… “you sign up for this newsletter because you love Nyc Tech Club”. So go ahead and put a reminder right here and once you do that we can scroll down to this last section that says “notifications”. So notifications are going to be emails that MailChimp will send you every time someone signs up or unsubscribe to your list. So you can do a daily summaries so you can get one email a day with all your subscribers or your new subscribers and your unsubscribes or you can do one by one email for everyone that signs up or one by one email every time someone unsubscribes. So I usually go one by one for both subscribing on Skype so I’m just gonna click this right tick here and then all we have to do once you have decided what notification you want is click save.

Okay so on this next page you can see right here that we have a brand new list and the title of what our list is named is right here. Now all we have to do is change some setting, so right here click on settings and click on names and defaults. On your setting page this scroll down here to the right side and you’ll see “send a final welcome email”. I like to check this off because it allows me to send an ebook link other details, or just a thank you to the subscriber that signed up. Now you don’t have to adjust final welcome email but I like to do it just so I will let people know “hey you’ve been signed up”. I also like to check off “let users pick plain text or HTML emails”, just so that they have the option because not everyone has the same type of browser that I do so I like to check in case and then “send unsubscribe confirmation to subscribers”. I don’t think this is super important, if someone gonna unsubscribe they are gonna click unsubscribe but if you wanna confirm and let people know that they have been unsubscribe go and click this right here I’m gonna leave it blank though just because I don’t really care and then we can scroll down to the bottom and make sure you click save list and campaign defaults.

Once everything is saved, let’s go back to this menu right here and click sign up forms. I am gonna show you some of the sign up forms that you can actually send out automatically whenever people sign up. So just click on “general forms” right here. All we have to do is come down here to “forms and response emails” and right here in this dropdown where there is signup forms click and open that and we’re gonna go to signup “thank you” page- it’s the third one, go ahead and click on that and what this is, is a webpage that shows up after someone opt-in or signs up for your email list. So let me show you really quickly how this works and then we will describe what you can do to edit it and what you can use as an alternative. So what I’ve done is come to the NYC tackler website and have this option form right here that I created with a word press plugin and I am gonna show you how to do that in a little bit, but right now I just wanna show you what a “thank you” page looks like. So first I put in my name, my email and all I am do right here is to click the “subscribe” button and show you what a thank you page looks like. So this is what the “thank you” page looks like by default.

We can actually edit this information inside right here and there’s a link to bring you back to your website so your visitors ain’t just stuck looking this page. I will show you how I actually edit all this but first I wanna go to my inbox and show you what a subscriber gets after he signs up. So let me go to my inbox right now. Okay so once I go to my inbox just see this email right here that says “NYC Tech Club Newsletter please confirm subscription” and if I click on that I get this email right here that says “please confirm my subscription”, “yes subscribe me to this list” and this again is a default email that we can modify. I am gonna show you how to do this in just a few minutes, but once I click this I am subscribed.

So then I’d be redirected to this page that says “I am subscribed” and again we can edit all this information and I’ll show you how in just a little bit. There’ll be a link right here to bring people back to your website so that they’re not stuck on this page. Your subscriber can manage his preferences right here and if you recall earlier I clicked on “send a final email” after someone subscribes. So I am gonna go to my inbox right now and actually show you that final email. So if you see right here we have two emails the first is new subscriber to NYC Tech Club Newsletter and this is because I checked off for my notifications “send me an email one by one when I get a new subscriber”.

So I got an email right here. This is the final email, the top one that says subscription confirmed so once I click on that this is what it looks right now. If we were to send out eBooks or some other links to something else, we can actually modify what’s in here and put that here. I haven’t done that yet but I will show you how. So this is the whole process to get a confirmation or a subscriber. Now let’s go to the process of actually editing the forms. Okay, so I’m back on the “signup thank you” page template and if you wanna edit any of this information right here, its super super easy all you have to do this click the edit button right here and you can actually modify whatever’s here so if you wanna change almost there’s something else, go ahead and do that and click save in and close, otherwise click the X button right here to cancel in same with the body, you can just click inside the body or the edit button and change any information right here.

I probably leave this right here but if you wanna change any of this, go ahead and do that but remember that is a “thank you page” so make sure you tailor the “thank you page” correctly and make sure you remind them that they need to confirm that email address and once you’re done click save and close (I’m gonna exit because I didn’t edit anything) and remember there is a button right here to bring people back to your website. So the last thing I will say about this is, if you actually created your own “thank you page” on your website you can actually just paste in the URL right here and click save. So now, I just want you to go back up to the top right here to the “forms and response email” and click on the drop down menu again and now we gonna go to the “opt-in confirmation email” that we send out automatically after someone signs up and see if you wanna modify that.

Okay, so this is your confirmation email if you scroll down right here this is the default that Melton put together and this is what people get once they are subscribed, they need to confirm that they are subscribed to you, so you can edit anything right here if you really want I like to just leave it as is because I think Melton does a good job of describing what this email is all about and what people need to click on to confirm their subscription. So if you wanna pause this video go ahead and do that and modify whatever you want otherwise we gonna move on to the next step.

Okay, once you’re done modifying this opt-in confirmation email, let’s scroll back up to the top “forms and response email” once again and click down on this drop down menu and let’s click on “confirmation thank you page”. So this is actually going to be the page that pops up after someone clicks that button, that confirms their subscription and again and you can now see modify whatever you want right here super easy and whether or not you wanna do that is up to you, I’m gonna leave it as is once again but pause this video if you wanna change anything otherwise we’re gonna move on to the final email that people get if you click that option to send out email after people subscribe or confirm their subscription.

Alright, so the last thing we gonna do this come back here to “form and response email” once again and we’re going to edit final welcome email and you only have to do this if you click that settings that you wanna send out a final email and what I am going to do here is actually modify some stuff. I’m gonna put in a fake pdf that I put together for a hypothetical ebook. So I’m going to assume that some of you guys are going to have an opt-in form that say “sign up to receive free eBook” or “signup to receive some free tips”. So I’m gonna show you exactly how you can actually modify this final email to actually include a link to download a PDF, ebook or whatever else you want.

So before I actually modify anything I do wanna tell you that you can leave your final email just as is if you don’t wanna have anything to send out but some of you I know would want to send an ebook or some tips or something so I’m gonna show you how to do that right now. Maybe for the others this might be useful in the future so right here it says “your subscription to our list has been confirmed”, you can click right here or click the edit button and you’ll get this popup and what I’m going to do is just paste some content to have that says “thank you for signing up here’s your free ebook” and I am going to link the free ebook right here, I am gonna highlight what I want someone to click on and then I’m gonna click on this link right here. So MailChimp actually makes you upload the file and use a link to download it.

So you actually upload an attachment like you do with an email and that’s just something specific to MailChimp. So right here where it says “link to”, all we have to do is go down to file then we’ll upload something. So click upload right here and go and find PDF or whatever you want to upload and I’d choose the PDF I put together here that’s not really an ebook but it’s a test example, and I will click “choose”. And then I will upload it right here and once that is uploaded, you will see a URL right here and this is actually the link to download your PDF. So right here you can see my PDF is right here all we have to is click insert and now there is actually a link for the words that we highlighted right here and we can just click “save and close” right now. And now our final email has been saved so this is update right here, it should just pop up.

Yea, there it is, and this is what our final email looks like so whenever someone confirms our email subscription, they’ll get this email with this link right here to download there free ebook. You don’t have to actually send it out each time. Okay? So that’s how you actually update all the forms that we need for our MailChimp account. So now we’re gonna move on. Now we’re gonna integrate MailChimp and Google analytics.

So go back to the top right here to settings and if you don’t have a Google analytics account and you don’t wanna get one, feel free to skip this session and move on the next step which is going to be creating templates. But for everyone else, go ahead and go to settings and click on Google analytics right here and what you have to do is actually pasting your tracking ID so I want you to open up another tab and go to your Google analytics account and you’ll be right on your dashboard once you login. I want you to click on admin right and if this step go a little bit quick, feel free to always pause and quick play whenever you catch up. So right down here, click tracking info and then we’re gonna click on tracking code. And right here is a tracking ID that we have to copy, so highlight that, copy it and then go back to your MailChimp account and we’re gonna paste that in right here and just click save. Now we have Google analytics all set up with MailChimp and we can move on to next section which is going to be creating templates.

Now we’re gonna go and edit some templates. So right here at the top click on “templates” so on the template page you’ll see that I created I created a template before and this is the templates and what I’m going to help you do is put in the logo right here and some formatting in the body. I’m not gonna go through actually typing up all those stuff because it doesn’t really make sense putting all this content for a template since each you go in to update whenever you send a new campaign. So we’ll figure out exactly what type of formatting you want for your template, and then we’ll put something together.

Alright, so let me go back to the template page. So on your template page, I want you to just go over to this thing right here that says “create a template” and click on that. So MailChimp has put together a bunch of basic templates, we can choose from and remember you can make as many templates as you want, so you can click and choose as many of these and save them and reuse them over and over again.

Now the one that I’m gonna use to show you how to create a template, is right here, the first one that says “1 column”. So I’m just gonna [14:59] this. So this is the template that we’re going to be modifying right here and it’s broken down into different sections and all we have to do to modify the section, is actually hover inside of it and click and on the right side right here and this is where you’ll do your customization. So something for a template might wanna change the title. If I’m gonna send out a newsletter every week, I can just type in “NYC Newsletter” so I don’t have to modify this every time I send out a new campaign. So that’s what the goal of a template is, remember you’re not actually putting in your whole message here because you’re going to be updating that every time you send a campaign so this is just a template that really save you some time. So once you actually modify whatever you actually want to modify, maybe you wanna put your signature down here, you can just click save and close. So one of the things I do want to show you is how to upload your logo so go ahead and click right here on the section just click on it and you’ll see this “upload an image” in this link that says browse.

What we wanna do is upload our logo. So if this is your first time, you might have to go to this upload button and click on that and then find your logo and upload it. I’ve already uploaded a logo so I’m just gonna click on it right here and click select. Now my logo on my left hand side and I wanna put it in the center, so let’s click on setting right here and then my alignment I wanna change to center and then what I want to do actually is link the logo to my website so before I click save and close, let’s go to content really quick and then we’ll click on link right here. I wanna paste in my website link, so NYC Tech Club if you wanna open it in the same page, you can uncheck it but I wanna open it in a new window so I’m going to leave that checked and then I just click insert. So now this is actually a link to my website and all I have to do is click save and close and one of the last thing I wanna show you here before I let you really pause the video and modify things on your own, is that you can add your social media buttons into your templates. So if you wanna put it right between the body and footer, you can do that right here and then you have this and you can link people to your pages.

So if I type in my NYC TECH CLUB there, and then NYC TECH CLUB here and my website I just paste in right there, I can click save and close and it works. But I wanna actually change the look of this, so if I can click back into it, I think if I go back to settings, I can make it a little bit more sleek like that and now this is actually linked to my social media pages as well once I click save and close. So this is how you usually put together a template. I’m gonna actually let you pause the video and modify however you wanna put together your own template, maybe you wanna make more than one.

Again, you can make as many as you want, you don’t have to do it all at once but once you’re done, click save and exit and then we’ll save our template as a certain name so for me I’ll just put NYC TECH. Alright, so after we’re done with this, we’re going to go and show you how to send out a campaign. So once you save your template, it will be in the template page and you can always delete this if you don’t want it anymore or you can do modification to it if you click the edit button. But right now, we’re gonna leave it as is and move on to the next session of this video which is sending out a campaign.

So right here on the header menu, there’s a button that says “campaigns”, let’s click on that. So before we actually create a campaign, we have to add to an email to our list, so we can actually send something out. So we are going to do is go to our list so click on “list” right here and find the list that you just created and right here on the right side you’ll see the man with the plus sign…this is how we’re going to add a subscriber, we’re going to add ourselves. So right here in the section that says “add a subscriber” putting your email address, your first and last name and then click on HTML right here and the click right here says “you gave yourself permission to be added to the list” and then just click subscribe.

Once you do that, we can go back to the campaign button at the top and click on that and we can start putting together our campaign. So the first thing that we want to deal is actually right here on the button it says “create a campaign”, so go ahead and click on that. So I’m going to show you how to create two different types of campaign, the first is a regular campaign and this is just when you send out an email to your email list whenever you feel like it and the second campaign we’re gonna go over is RSS-feed Campaign. So this is going to be a campaign that get sent out automatically by MailChimp whenever you update your blog post.

You’ll send out your content or a link to your blog spot and whenever your list actually grows like a new subscriber gets subscribed, it will actually automatically just be included in the RSS feed campaign. Okay? So the first thing that we’re gonna do is a regular campaign. So go over to the right side right here, where it says select and click on this. So the first thing we have to do with our campaign is to choose a list to send our email to and since I have 3 different list, I’m gonna click on the one that we created together in this video which is NYC TECH Newsletter.

Then you have other options right here that you can choose from like if you want to choose just a segment of your list, but I’m going to check send to the entire list, so what I’m going to do now is go to the lower right corner and click this next button. So now, we gonna fill out some campaign information. So first you wanna name your campaign right here, like I did I named it “first campaign” and then you wanna put in an email subject, mine is “this is a test campaign”. If you’re following along, go ahead and fill out these two sections and then we’ll move down to this are that says “tracking”. So if you have Google analytics integrated with MailChimp, you click this button right here and what this does is to actually track the clicks they are bringing to your website via this campaign and you can leave the title like this by default or you can change it’s up to you. Then we move down to the social media where a campaign like this- a regular campaign, you can actually auto-post on Facebook after you send, you click on this. I’m still going to leave it how it is and leave it unchecked but it’s up to you if you wanna do that or not. So, I‘m done with this page and you are too so we can move on unto the next section just by clicking the button right down here that says “next”.

Now we just have to select a template. Right here you can select any template that you want if you wanna start from scratch but remember we actually created a template earlier in this tutorial. So I can go to “saved templates” right here, and actually find the templates that I used before and again we can use this over and over again. So right here is the one that I used “NYC TECH”, so I’m just gonna select that right now. So remember, this is a template, so each time you send out a new campaign you probably wanna modify what’s in the body right here. So all you have to do is just hover over it and just click with your mouse and you’ll see this right side pop up and you can do any type of editing that you wanna do right here. I’m not gonna do too much because I don’t believe it’s really relevant to what your campaign is gonna be and I don’t wanna waste too much time since it’s just a tutorial but what I do wanna do is add an image. So I’m just gonna click on this file menu right here and then select this image and so this is me- the guy behind NYC TECH CLUB, if this is your first time of watching our video. That is me right there and I’m gonna change the width and height of this image and I’m gonna keep this button right here that says “keep proportions”. I’m not gonna link it to anything so I’ll just save and insert. So this place that appear for some reason, I’ll just move it down here and just click save and close and now that I’m done editing my campaign or my new campaign, I’m just gonna click next. Whenever you ready, go ahead and click the button down here that says “next”.

What you all see on this page is a bunch of green check marks that says everything is okay but if you see up here it says “looks like there is a problem” and there’s probably a problem with your campaign as well. If you scroll down, we can see what’s wrong, you see it’s characterized by this X right here, and all you have to do is click “resolve”. So if you remember this next time going forward green otherwise you can always just check those errors and fix whatever you need to fix before you send out your campaign. So what it’s telling us is up here, we have to actually modify this little content area. So once you click up here, this area pops up and we can just type in a little description of our campaigns. So I’m just gonna write “first campaign” as my description and you can write whatever you want. It’s just to highlight or kind of give some quick summary for your subscribers, and then click “save and close” and then go back to “next”.

Okay now we’re back on this page, and you see this message has been updated to say “you’re all set to send”. So if you have get an error message up here, know that you just have to go down this list whether X is and read the description of the error and then click on the button to resolve your error and then go back to the design page fix whatever you need to fix, then come back to this page. Okay? So now we are ready to send and there’s two options here, you can either schedule a time to send your campaign. So if you’re doing this campaign late at night and you don’t wanna send it at midnight, you can actually set a time to actually send out your campaign or you can click the send button and send it right away. And what we’re going to do in this case is actually to click the send button, so I’m gonna click that right now and then all we have to do is one more send button right here once you’re ready and click send. And once this is done, it say “your campaign will go out shortly and now all we’re gonna do is actually check our inbox to see if the campaign went through or not. Alright, I just logged into my gmail and right at the top, this is the MailChimp campaign that we sent out. So if I click on that…this should look very familiar, all we did was modify the template that we created by putting my image right here. So it doesn’t in fact work. Really quickly, I’m gonna show you how to create an RSS-feed Driven campaign using MailChimp. Okay so all we have to do is go back to MailChimp, so let’s click on this and then here click on “campaigns” again and once we are on the campaign page we have to create a new campaign…