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Mailchimp Tutorial 2021 (Email Marketing for Beginners Tutorial)
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Jun 8, 2024
In the video "Mailchimp Tutorial 2021 (Email Marketing for Beginners Tutorial)," the creator provides a step-by-step guide to using Mailchimp, a widely-used email marketing platform. The tutorial covers setting up a Mailchimp account, creating email lists and campaigns, designing attractive email templates, and analyzing campaign performance. With clear instructions and practical tips, beginners can learn how to effectively utilize Mailchimp to build and engage their audience through email marketing in 2021.
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0:00
Welcome to our MailChimp tutorial for beginners
0:02
So in today's video, we're going to create a new account, upload some of our existing contacts
0:07
send our first email, create a form, and add the form to our website
0:11
create a landing page, and set up an automated email to be sent out to new subscribers
0:15
Let's get started. Okay, so here we are at MailChimp.com. To get started, just click on Sign Up For Free
0:21
in the top right corner. Obviously, if you wanted to, from the very beginning, get started with a paid plan, you're very welcome to do that
0:27
but what we're gonna do today is go through everything you can do with a free MailChimp account
0:32
So first, enter your email. Okay, and then go to your email
0:45
So here in your email, you're able to then activate your MailChimp account by clicking here
0:50
I am not a robot. Okay, now it wants to know which plan I want
0:54
Let's just get started with the free plan. You can use up to 2,000 contacts and send 10,000 emails
1:02
Let's set up your account with your information, GIF, and then continue
1:09
Add in our address. Tell us about your contacts. Do you have a list of contacts
1:14
I'll show you how you can upload these later. I'm gonna say no for right now
1:18
What do you plan to offer? Original content, and then continue. Tell us where you set up to shop
1:27
We have our own website, continue. Stay on the loop about MailChimp
1:32
Do you wanna get emails from them? Okay, and then so a lot of this stuff we're not gonna run through right now
1:38
So if you, along the side here, you can click on audience
1:42
and see, okay, there's one contact and one subscriber, so I imagine that's probably me
1:50
Okay, so I'm going to message myself, I guess. And then from here, so if I have other contacts
1:54
I wanna add, what I could do is add contacts. So you could obviously add one person at a time
2:00
If I clicked here and go to add subscriber, I can add that one specific person
2:05
If I have a bunch of contacts that I want to import right now, I can do it like this
2:09
So upload a CSV file. And then what I can do here is
2:15
let's see if I can just drag and drop it. Okay, so we have this CSV file with two contacts
2:21
See if I can drag and drop. No, it didn't like that, so let's browse
2:27
MailChimp tutorial, upload CSV file. Okay, here we go, and then continue to organize
2:33
So the status of these contacts will be subscribed. And then if you had, some of these were already
2:39
within MailChimp, you could then go to update any existing contacts, but these are all new
2:45
so continue to tag. And then so, you know, if I wanted to create a tag
2:50
for if these were my customers, this was for 2021, if this was best customers ever
2:58
I could create a tag for best customers ever, and then continue to match
3:03
And then here, so we have two contacts, and so we have the first name in the CSV file
3:09
and email address, and so here are the two names, here are the email addresses, and then finalize to import
3:17
And then here we can go to complete import. And we're good to go with that
3:26
So I can exit out of this or view imported contacts. So we now have a couple contacts within MailChimp
3:32
The next thing I wanted to do is show you how to send your first email
3:36
So you're gonna do that within the campaigns tab. So if you click on campaigns right here
3:40
and then there's gonna be a couple of different options. And so what we'll do here is view by type
3:47
So we want an email campaign. And then so what we can do here is try it out
3:53
And so do we want regular automated plain text? Let's go with a regular campaign
3:58
So first campaign, begin. And then so here you can choose who you wanna send it to
4:03
So we could send it to everyone, the three people we have subscribed
4:07
We could also go in here and edit this and send it to, for example, our best customers ever
4:13
which is just two people. Or, and then we go down. So don't forget to save that if you make any updates
4:19
From there, you can change who the email is being sent from. So obviously this is gonna be our info email
4:24
You wanna add a subject to your email. So best email ever for best clients
4:32
And then the preview text is basically the first couple of characters of the email
4:36
If you leave this blank, it's basically just gonna pull in the very beginning text of your email
4:41
If you want to say something differently, you can add that right here
4:44
So this email is a promotion. And so it's gonna say this subject line
4:50
and then within the email, it's gonna show them this before you click on and open the email
4:55
Click save. And then from here, we want to go and start designing the email
5:02
So they have, so we'll just start with the classic builder for right now so you can get familiar with that
5:06
They're apparently creating something new. Depending on the type of business that you have
5:10
if you're looking to add, like obviously this looks like more of an e-commerce business
5:14
where you're gonna have a lot of images. What we end up doing is creating emails
5:18
that more look like a one-on-one email. So I am sending you an email as if we were friends
5:23
but on a massive scale. And so we want that not to be super designed
5:28
but just using simple text. So we can just go with the simple text style like this
5:32
Okay, so here we are with our first email. So there's a lot that we can do here. So we can go in and add different things
5:37
by basically dragging and dropping into the email builder like so. If we want to add an image as a block section like this
5:45
and then we could just go browse or add emails here or add an image here
5:50
I'm just gonna delete that for right now though. So for example, this section with the larger font and bold
5:55
I don't really want right now, so I can just delete that. And then to edit this section
6:00
you can click on this right here. And then what it's gonna do is along the right-hand side
6:03
you don't actually edit the text on the left here. You're gonna edit the text that you want
6:08
in your email along over here. So. So I'm gonna go in and add a link to this
6:11
So I'm gonna go in and add a link to this. Click here, click here, click here. And so if I wanna add a link to this
6:16
I could just highlight the text and then add a link like so
6:21
And then maybe this is just sending people to our homepage. Also, if I wanna insert an image
6:29
into the middle of this text, I could do so by clicking here
6:32
If I wanted to add say a numbered list I could say, you know, I could add something like so
6:40
There's a lot of options within here. And then also I wanna show you how you can add
6:44
some personalizations adding their name. So hello. And then by clicking the merge tags
6:51
it should come up with, so here we go for first name. And then so basically now it's gonna change this
6:57
for basically pulling the name from the context. If you're gonna use this you wanna make sure
7:01
that you're actually collecting the information. And so we have that. And then this for the email
7:06
obviously you can do a whole lot more with design and things like that. This part down below is going to pull in your company name
7:13
the year to say this is copyrighted. And also you wanna make sure to leave all this stuff
7:18
that allows someone to unsubscribe or update their preferences. So don't change the stuff down at the bottom
7:24
Some other stuff you might want to do. So after you've done editing the text here
7:29
you know, for example, you could add the buttons for social follow. So I could drag those in and add that block right here
7:36
Obviously I need to go in and add all of the actual accounts
7:40
for our business, our website, and everything else if I was gonna use this
7:44
So I'm gonna actually go now and get rid of it because we don't need that just yet
7:51
And then here, so if I were finished and this email's good to go, I could click continue
7:58
So we have, this is gonna be sent to our best customers ever
8:03
It's gonna come from our info email. We chose the subject. We added the content
8:11
And that's really all there is to sending an email. And so the next thing obviously is you could finish later
8:17
you can schedule, or you could send right now. So to send right now, add a from
8:22
So maybe I haven't confirmed that yet. So okay, from JJ at the Figco
8:28
Save, I cannot use that, so at, save. Does that work? Okay
8:36
And so now you can see this is not grayed out anymore, so I can send my first email in MailChimp
8:42
So send, and then send now, and there we go. Email sent to two people with MailChimp
8:50
Okay, so there's a bunch more that you can do, and what I wanted to do next
8:54
so one of the most common ways to collect emails is a form on your website
8:59
And so to do that, if we go to create, so you'll see a lot of the different things
9:04
that you might wanna create are gonna be just by clicking on that icon right there
9:08
So you can see email, customer journey, email templates. So you can design different templates
9:13
and then just pull in the template, fill in the information, and have it ready to send
9:17
This will speed up your process, especially if you have very designed emails that you're creating
9:22
You can create a landing page, surveys, ads, social posts, and signup form
9:27
So I wanted to show you the signup forms, because this is something that you could then embed on your website
9:31
So an embedded form, a pop-up form, and so let's just go with the embedded form
9:37
Okay, so here's the form that we could embed. So we have the email address, first name
9:41
last name, and birthday. And then here's the code that you would add
9:45
to your website. The thing is with this form right now, though, is it asks for a lot of information
9:50
And so the more information you ask somebody for, the less likely they are to sign up
9:54
And so if you need all of this information, by all means, ask for it. But if your goal is to get more signups
9:59
the less you ask for it, the better. And so what you can do here is if you go to signup forms
10:06
and then go to form builder, basically you can edit this information
10:10
And so for the signup form, you can see all of this. And so just a couple things
10:14
One, I would probably ask for a first name before the email. The last name, I don't really think is all that important
10:21
especially right away, so I'm gonna hide this. And then down below you can see save field
10:28
And then you can see now this is hidden. So you can still collect this information if you want to
10:32
but these forms don't actually need to collect it. The same thing with birthday
10:37
So let's hide the birthday and then click save field. Okay, so now if we go back to
10:45
so if you go to signup forms right here with an audience, and then go back to embed forms like so
10:54
And then you can see now it's just asking for first name and email
10:58
And so you can also adjust if something is required or not
11:02
So right now we're only requiring their email address and not even their first name
11:06
But if we're okay with this, we can just scroll down here and take all of this text and copy it
11:12
And so what we're gonna do here, so we build all of our websites in Squarespace
11:16
So if you wanna see how to build a website in Squarespace, I'll link to a tutorial up above
11:21
So if we go to edit this page, this pop-up is built with ConvertKit
11:25
We have a ConvertKit tutorial too if you're interested. But let's say we want to add the form right along here
11:33
So what we could do is, it's not giving me what I want to use
11:41
The, right here, okay. And so what we wanna do is add a code section like so
11:46
And then here we basically just copy, or we paste everything that we got from MailChimp
11:53
and then click apply. So here we are, this whole form right here
11:57
I could click save. And then if we go to our homepage now
12:03
you should see down at the very bottom, here's our form from MailChimp
12:10
So, you know, in just a matter of minutes, we can edit what we're actually collecting
12:15
as far as our forms, and copy and paste the code onto our website
12:19
Another great way to collect emails are through landing pages. So it's actually a one-page website
12:25
that the only purpose is collecting someone's email. And a lot of times what you'll do is give something away
12:29
for free in exchange for their email. So you may create a guide or something
12:34
that you'll give somebody if they give you their email address. So it's one of the best ways to grow your email list
12:39
is through landing pages and actually giving something away. So say a guide or some type of training
12:44
And so use a landing page that talks about what you're gonna be giving away for free
12:48
in exchange for someone's email. We have a whole bunch of information as far as getting started with email marketing
12:53
I'll link to that video up above right here. But so to create the landing page
12:57
what we're gonna do now is we click on create again, and then we can scroll down to landing page right here
13:05
give it a name, so best landing page ever. Begin. Okay, their templates use stock images
13:15
All right, and so what you're gonna see here, you have a couple of different options. So you have ones that are meant for lead generation
13:19
so that's to collect someone's email, and they have some that are meant for payments as well
13:24
And so what we're gonna do today is choose one of them that's for collecting email
13:29
So grow your list like this one. And then you're gonna see everything with MailChimp
13:33
has a fairly similar layout and design and how it all works. And so you'll see all the blocks along the side here
13:40
If you wanna add additional sections or whatever. And so what you'll see here right now
13:43
it's only asking for email address. If, for example, I wanna also ask for first name
13:49
you can see, like so, you can add that. You could ask for phone number, birthday
13:53
you know, some of the stuff that you saw earlier. This is what we wanted to do, and we wanted to
13:59
let's say we wanna just delete this. And then we could, this could just be
14:05
you know, if we didn't wanna enter our logo, we could say the Figco. You know, we can adjust the text to be
14:12
you know, aligned right, to be centered like it was. And you know, if we wanna edit this section
14:24
Something like that. And so obviously we could add other images and make this look a lot better
14:28
but you kind of get the idea how this would work. If I'm done with that section, save and close
14:33
And then I can save and close this right here. So we have the title, this is the URL
14:39
And then one of the other things that's really important that's gonna get into how to segment your audience
14:44
are by using tags. So if you had a bunch of these landing pages
14:47
so we have a personal branding course, we have a YouTube masterclass, we have a guide to Instagram
14:53
we have all these different things and different landing pages. And we want to be able to segment our audience
14:57
to know, hey, what did they sign up for? What are they interested in? So if this was for our personal branding course
15:04
we could edit the audience like so, and then we may want to add a tag
15:08
We could choose a tag that already exists like this one or type in a new one, personal branding course, like so
15:18
And then again, don't forget to click save. So now what's gonna happen is whenever someone signs up
15:24
for this landing page, they're gonna have the tag added, personal branding course
15:30
And then if we're all set with that, we can click publish
15:34
And if we wanna see what the landing page looks like, we can open it right here
15:39
So now someone can sign up with their email and first name on this landing page
15:43
So now I wanna show you how to actually set up the automation so that we can send them an email
15:47
as soon as they sign up for this form. So click on create, and then email
15:53
and then not a regular email. So that's one that you either send immediately
15:57
or you can say send on Friday at 2 p.m. But what we want now is an automated email
16:04
And so there's a couple of different things you could do here. So everyone that signs up for your email list
16:08
you could say welcome new subscribers and set up an email to send to everyone
16:13
This is what we're doing now is we're segmenting it so you send out an email to differently
16:18
depending on what they actually signed up for. And so here you see email subscribers when they're tagged
16:23
And so when someone signs up for that landing page, we added the personal branding tag
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And so let's begin this. One of the things that's important with the free plan of MailChimp
16:33
is you can only send one automated email. If you have a paid plan, it's the same thing
16:37
with ConvertKit and other email marketing softwares. They'll let you send the first automated email
16:42
but if you wanna send a sequence like the seven-day personal branding course
16:46
you need to actually upgrade to add email. So you can see that right here. It's gonna let me send one email right now
16:51
And so trigger one day after a tag is added. So what we can do here is if we edit this
16:57
we don't want it to be one day after, we want it to be immediately
17:00
And so if someone signs up, they're gonna get email one right away
17:05
So personal branding course. So when this tag is added, immediately send email update trigger
17:12
Okay, and then now we want to design the email. And you're gonna see this is gonna be the same thing
17:17
as what we just did a little while ago. So this is day one from me
17:24
from this email, and then next. Okay, again, choose the template. We're just gonna use the simple text
17:31
Again, let's get rid of this huge text at the top. Then let's edit this text
17:38
And so obviously, there's a whole bunch of stuff you can do if we wanna change the style
17:42
if we want to change the font that we're using. So if we wanna use Georgia, we can change it here
17:50
Let's delete all of this and say hi. Then let's add their first name in the merge tag
17:55
So first name. And then so I could obviously, I could go to our YouTube channel
18:06
And then if I wanted to send, let's say, why build a personal brand
18:10
So yeah, I had a beard for a little while. When all the lockdown started last year
18:15
I think I went a month or two without shaving. Okay, anyways, back to MailChimp
18:21
And so here, if I wanted to send that video, I could then add a link
18:28
Paste, insert. You know, I could do the same thing if I inserted an image of, say, the video thumbnail
18:34
and then create a link if someone clicks on the picture as well. Okay, so something like that
18:42
And then click save and close. And then click save and continue
18:46
Okay, so you can see now, so we have tag to contact
18:50
Immediately after a tag is added, the personal branding course tag. Send it every day, all day, post action
18:59
Okay, so that's all good to go. And then if I click next, okay, this audience
19:05
this tracking, tag to contact, start sending. You're about to start this workflow
19:11
which contains one email to start sending. Okay, so now what I can do is so if we go
19:18
if we actually go to the landing page that I created and I put in my email and my name
19:25
and then I sign up. And so success, you've been added to the audience
19:31
And so now what should happen is if I now go back
19:36
to audience, it may take a second for all this to go through
19:43
And so here is me just signing up. Here's my first name
19:47
And you can see the tag for personal branding was added. And let's see if the automated email was sent
19:53
Okay, so here we are, day one personal branding course. So you can see that maybe 30 seconds or so
19:59
after I signed up for the landing page that the automated first email was sent out
20:07
So that's really the basics of, we ran through, getting the account set up, adding some existing contacts
20:13
sending an email, adding a form, creating a landing page, and sending out an automated email
20:19
If you wanna send out actually the seven day course like what we were talking about here
20:24
you would need to upgrade to a paid plan for MailChimp. So how'd it go? Did you get everything set up in MailChimp
20:29
If you're just getting started with email marketing, definitely check out our email marketing for beginners video
20:33
I'll link to that above right here. Also, if you wanna see how we went from having no subscribers
20:38
to over 25,000 subscribers in one year using YouTube, check out the video below
20:43
Hope to see you in those and future videos. Bye bye
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