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Mailchimp Notes

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14 views

Mailchimp Notes

Uploaded by

Sneha
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1.

Signup Process:

1. Visit the Mailchimp website: Go to [Mailchimp's


website](https://mailchimp.com/). 2. Click on the "Sign Up Free" button.
3. Fill in the required details like email, username, and password.
4. Follow the on-screen instructions to complete the signup process.
5. Once signed up, log in to your Mailchimp account.

2. Add Your Professional Business Email as a Sender:

1. In your Mailchimp account dashboard, navigate to the "Audience" tab.


2. Click on "Manage Audience" and then select "Settings".
3. Choose "Audience name and defaults".
4. Under "Audience defaults", you can update your default "From" email address to your
professional business email.

3. How to Add Contacts:

1. In your Mailchimp account dashboard, go to the "Audience" tab.


2. Click on "Manage Audience" and then select "View Contacts".
3. Click on the "Add Contacts" dropdown menu and choose your preferred method (e.g., Add a
Subscriber, Import Contacts, etc.).
4. Follow the prompts to add or import contacts from a CSV file.

4. How to Design Mail Campaigns:

1. Navigate to your Mailchimp account dashboard's "Campaigns" tab.


2. Click on "Create Campaign" and choose the type of campaign you want to create (e.g., Email,
Landing Page, etc.).
3. Follow the prompts to select your audience, set up your campaign details, choose a template,
and design your email.
4. Use Mailchimp's drag-and-drop editor to customize the content, and add images, text, and
buttons.
5. Preview your campaign and make any necessary adjustments.
6. Once satisfied, click on "Send" or schedule your campaign for a later date.

5. How to Setup WhatsApp Integration:

Mailchimp does not have a native WhatsApp integration. However, you can explore third-party
tools or Zapier to connect Mailchimp with WhatsApp.
6. Message Integration:

Mailchimp allows you to integrate with various messaging platforms like Facebook Messenger
and Instagram. To set up the integration:
1. Navigate to your Mailchimp account dashboard's "Audience" tab.
2. Click on "Settings" and then select "Audience name and defaults".
3. Scroll down to find the "Extras" section and click on "Connected Sites and Apps".
4. Follow the prompts to connect your desired messaging platforms.

7. Webhooks Setup:

Webhooks allow you to receive real-time data notifications from Mailchimp to your server. To
set up webhooks:

1. Go to your Mailchimp account dashboard's "Integrations" tab.


2. Select "Webhooks" and click on "Create a Webhook".
3. Enter the URL where you want to receive webhook notifications.
4. Choose the events you want to subscribe to (e.g., Subscribes, Unsubscribes, Email Sent,
etc.).
5. Save your webhook settings.

8. How to Create Automation:

1. Navigate to your Mailchimp account dashboard's "Automation" tab.


2. Click on "Create" to start building a new automation workflow.
3. Choose the type of automation you want to create (e.g., Welcome Series, Abandoned Cart,
etc.).
4. Follow the prompts to set up triggers, conditions, and actions for your automation.
5. Design your emails or messages within the automation workflow.
6. Preview and activate your automation.

Setting up Whatsapp with Zapier

Step 1: Sign up and Log in to Zapier

1. Visit the Zapier website (zapier.com).


2. Click on the "Sign Up" button if you don't have an account. Follow the prompts to create your
account.
3. If you already have an account, click "Log In" and enter your credentials to access your
Zapier dashboard.
Step 2: Create a New Zap

1. Once logged in, click on the "Make a Zap" button located at the top left corner of the
dashboard.
2. This will initiate the process of creating a new Zap (Zap is Zapier's terminology for an
automated workflow).
Step 3: Choose Mailchimp as the Trigger App

1. In the "Choose App & Event" section, search for "Mailchimp" in the search
bar. 2. Select Mailchimp from the options that appear.
3. Choose the trigger event that you want to use. For example, you can select "New Subscriber"
if you want the Zap to trigger when a new subscriber is added to your Mailchimp list. 4. Follow
the prompts to connect your Mailchimp account to Zapier. You may need to enter your
Mailchimp API key to authorize the connection.

Step 4: Set up the Trigger

1. Once your Mailchimp account is connected, Zapier will test the connection to ensure
everything is working correctly.
2. Follow the instructions to set up the trigger conditions based on your selected trigger event.
For example, if you chose "New Subscriber," you might need to select the specific audience
or list to monitor for new subscribers.

Step 5: Choose WhatsApp as the Action App

1. After setting up the trigger, click on the "+" icon to add an action step.
2. In the search bar, type "WhatsApp" and select it as the action app for your Zap. 3.
Choose the action event you want to perform in WhatsApp. For example, you can select
"Send WhatsApp Message."

Step 6: Connect Your WhatsApp Account

1. If you haven't connected your WhatsApp account before, you'll need to follow the prompts to
connect it to Zapier.
2. This might involve logging into your WhatsApp Business account or providing authorization
for Zapier to access your WhatsApp.

Step 7: Set up the WhatsApp Message

1. Once your WhatsApp account is connected, you'll be prompted to set up the message
that will be sent when the trigger conditions are met.
2. Customize the message using dynamic fields from the Mailchimp trigger. For example, you
can include the subscriber's name and email address in the WhatsApp message.
Step 8: Test Your Zap

1. After setting up the WhatsApp message, Zapier will ask you to test your Zap to ensure
everything is working correctly.
2. Follow the instructions to perform a test run. Zapier will simulate the trigger event and send a
test message to your WhatsApp account.
Step 9: Turn on Your Zap

1. Once you've tested your Zap and everything is working as expected, you can turn it on.
2. Zapier will start monitoring your Mailchimp account for the trigger event, and whenever it
occurs, it will automatically send the configured message to your WhatsApp account.

Step 10: Monitor and Manage Your Zap

1. After your Zap is turned on, you can monitor its performance and manage it from your
Zapier dashboard.
2. You can view logs of triggered events, make adjustments to your Zap's settings, or turn it off
if needed.

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