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How to Set Up an Email Marketing Campaign With Mailchimp

Melody Jaimon • Jul 19, 2020

Tips to set up an Email Marketing Campaign with Mailchimp

Studies have suggested that more than 34% of the people worldwide use email. That’s about 2.5 billion people and it’s predicted to increase to 2.8 billion email users in the next few years.


Yep! email’s still very popular in this new era of Mobiles and social media channels.


In a nutshell, email marketing is a powerful way to connect with people. Think about your own experiences on a daily basis, for instance, do you even know anyone who doesn’t have an email address? Everyone of us probably receives a number of emails each week, we read their content, get inspired by them, and even take actions as per the call-to-action provided in the email. The emails have been seamlessly embedded in our daily routine.


Email marketing is one of the best ways to reach your target customers and undoubtedly email marketing works the best when it is personalised. Email can be customised to customer likes, actions, and preferences so that every communication is tailored to their interest. You can make use of topics like the promotion of your company, activities in your company, Request feedback, or update your customers with any new offers. : the list is indeed endless. With 2.5 billion users, email is here to stay forever.


This article provides a step-by-step guide on how to create an email campaign in Mailchimp. Mailchimp is an all-in-one marketing platform that helps you manage and talk to your clients, customers, and other interested parties. Mailchimp's approach to marketing focuses on healthy contact management practices, beautifully designed campaigns, and powerful data analysis. It is a fantastic tool to achieve cost-effective campaigns, be it email campaigns, landing pages or automation.

the mail app on Apple's menu bar

Just before we begin

Make sure that:


  • You already have subscribers in your audience in order to send an email. If not, you can import your contacts or ask people to join you with a signup form. You have an idea of what you want to say in your email. It should be brief but not too brief—no one likes reading a poorly written email.
  • To publish your first email, you have to verify your email’s domain. This is a quick and easy process, and it will only take you about five minutes. The email address you use to sign up for the Mailchimp account has to match the domain name of the website to which you want to send your emails. If not, please contact our support team for help with this step!

Step 1: Sign Up

Sign Up with Mailchimp or If you have already created the account with Mailchimp , just sign-in. Signing up with Mailchimp is free and it gives up to 2000 emails fee in their free plan. Get Started with a Free Account and Upgrade to Use Powerful Advanced Features! Advanced Testing Tools. Re-marketing Ads. Audience Targeting. Bounce Rate Management. Automatic Email Solutions. Predicted Demographics and so on.

Step 2: Create an email

To create an email campaign, make sure to do these steps:


  1. Create a new email campaign in Mailchimp
  2. Select the Create icon.
  3. Select the Email drop-down.
  4. Select Regular.
  5. Input a campaign name and click Begin. This will take you to the builder, where you’ll choose your settings and design your content.
  6. Add the people you want to send the campaign to, including any segments that are relevant.
  7. Write the copy for your email and include a catchy subject line (this is especially important if you want to increase open rates).
creating an email campaign

Step 3: Setup and design

Our email builder lets you complete your emails in any order and review all the parts before sending them.


Before you send your email, there are four essential tasks to perform:


  • Add recipients to the To line.
  • Add your name and email address to the From section.
  • Add your subject line in the Subject box.
  • In the Content section, you can design your email.


As you complete each task, a green checkmark will appear next to the corresponding area. You might want to change your tracking options or other settings (such as what constitutes a complete or incomplete task). You’ll find that Mailchimp is easy to use and makes it simple to create an email that will connect with your recipients on an emotional level.

the subject of your email

Add recipients

Here are some steps to help you choose your recipients.


  1. Click To, then click Add Recipients.
  2. To choose an audience, go to Audience and select from the drop-down list.
  3. In the Segment or Tag drop-down menu, select All subscribers in the audience. Or create your own group of subscribers based on a tag such as location or interest—for example, Melbourne City professionals who enjoy cooking.
  4. Optional: If you'd prefer to see the recipient's name instead of their email address in this field, check the Personalize the "To" field box. In this section, you can give your email an authentic feel by setting it up to look like a personal message (instead of simply being sent from the website's default address). After checking the box and choosing a merge tag as instructed below, you'll be able to place whatever field information in your "To" line that is most relevant or helpful. For instance, if you choose |FNAME| for recipient Bob's name, he will see "To: Bob" instead of the address used to send emails. The default options are |FNAME| and |LNAME|, but you can also click Custom to enter an alternate tag or text.
  5. Hit Save.
adding recipients
Send to a custom segment or group

Here's how to send a campaign to individual subscribers or groups of your audience:



  1. In the Audience drop-down menu, select your target audience.
  2. Select a group or new segment from the Segment or Tag drop-down menu.
  3. Create the segment of people you would like to target. To learn more about how to use segments, check out Create and Send to a Segment.
  4. Hit Save
choosing who to send to
Exclude contacts from a campaign

You can exclude contacts from receiving a campaign by using the segment builder in your MailChimp account. To exclude a particular group from your audience, use the opposite of the modifier you would normally apply.


If, for instance, all of the people in a segment joined your audience via a hosted signup form—and no other channel was used to connect them with your brand—that segment would be built as Signup Source | was | Hosted Signup Form.



To exclude all contacts who joined via your Hosted Signup Form, build your segment as follows: Signup Source | was not | Hosted sign-up form.

excluding contacts

Add from name and from email address

To set your from name and email address, do the following:



  1. From the From section of your email builder, select Add Form.
  2. Type your from name and email address. You may need to provide verification that the domain in your email address belongs to you.
  3. Hit Save.
adding from name and email address

Add subject

To set your subject line and optional preview text, perform the following steps:


  1. To add a subject to your email, click Add Subject in the Email Builder.
  2. In the Subject field, enter a concise subject for your email that will let recipients know what is in it.
  3. (Optional) In the Preview text field, you can enter up to 150 characters. Your preview message will display in your recipient's inboxes if entered.
  4. Select Save.
adding a subject

Design email

Mailchimp offers tools and templates that help experienced and novice email marketers create professional campaigns. You can work with the new inline email builder or our drag-and-drop classic email builder—it's up to you! MailChimp has a free plan that allows you to send up to 2,000 emails per month. For $10/month, the starter plan gives you access to various features, including automation and A/B testing tools. If you need more than 2,000 emails per month or want advanced features like integrations with other apps, then you'll want to upgrade to one of MailChimp's paid plans.


Click the Design Email button in the Content section to design your email. Then, decide whether you want to create a Classic Builder or a New Builder.


Here's a rundown of the options and their benefits:



If you choose the same email builder twice a row, it will become your default. You can change the default email builder by adjusting the settings in your Account Details. To change builders, click Switch Your Default Email Builder.


For more information on how to use each email builder, see the following article About Mailchimp's Email Builders.

choosing an email builder

Settings and tracking

Mailchimp automatically enables certain tracking options in your regular emails. You can use this tool to track all of your digital marketing campaigns, including both the number of times people open and click links in your email messages as well as how many sales are made through an online store that is connected with MailChimp.


MailChimp also offers additional tools that can help track the results of your marketing campaigns. The company’s “Segment by” feature lets you filter out any emails that were sent to people who did not open them or click on any links within those messages. You can also use MailChimp’s “Save as Merge Tags” tool to copy and paste a list of merge tags into your email template so that they are automatically added to each message that goes out from MailChimp.


To change your tracking options, do the following:


  1. Navigate to the Settings & Tracking section and select Edit.
  2. Check the boxes next to the tracking options you want your emails sent with.
  3. Hit Save.
editing settings and tracking

Other settings

You can also manage subscriber replies in your Mailchimp Inbox and auto-convert embedded videos. For additional information, check out the following articles.


Step 4: Send campaign

Once you’ve completed the To, From, Subject, and Content sections of the email builder, a green checkmark will appear next to each section. This indicates that your message is complete and ready to send.


You can also schedule your email if you have a Mailchimp Standard or higher plan. To change your subscription plan, visit the plans page in your account. Once you're ready, click Send.

Then, in the Review Your Campaign modal, click Send Now to send your message immediately. Your email has been sent to the recipients!


Reminder: Your email can't be stopped or edited after you send it. Though, Premium accounts have the chance to cancel sending emails with more than 10,000 recipients after they sent it.

the schedule and send buttons

If you are looking at outsourcing your email marketing, Love My Online Marketing is an agency partner with Mailchimp and can assist. Contact us by clicking on the below button.

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