How to set up an automated mail sequence using MailChimp

I recently undertook Janet Murray‘s 10 day email list building challenge, which by the way was enormously rewarding. Anyway, back to this… I like to share on my blog things that will aid your productivity but sometimes forget to share it because I am doing it week in, week out on autopilot.

So this time I wanted to share how to set up an automated email sequence using MailChimp.

But firstly, why would you need one?

An automated email course / sequence allows you to continue ‘talking’ to your subscribers without even having to lift a finger. For example, your first email might be ‘thanks for downloading my free marketing strategy’. Day two would be ‘how are you getting on with the strategy’, day three could be ‘how about trying this with your strategy’.

You’re setting up a series of emails that go at set times once someone has signed up to your mailing list. The added benefit being that no matter when someone signs up, whether it’s today, tomorrow, next month, next year, they always start from email number one.

First of all, you will need to have a MailChimp account, if you haven’t yet got one do this now so we can work through the rest of this article together. I’ll wait here….

To begin with, you’ll need to create a new list that will be used specifically for this sequence.

From the MailChimp ‘Dashboard’ click on

  • Lists
  • Create list
  • Then complete all necessary boxes and press save

We then need to create our email sequence or ‘Campaign’ as it’s called within MailChimp.

Back to the Dashboard (click on the monkey’s head) and this time click on:

  • Create campaign
  • Create an Email
  • Automated (as per screenshot below)
  • Custom

How to set up an automated mail sequence using MailChimp

Name your campaign and then choose the list you want to pull from, from the drop-down options and press ‘Begin’.

How to set up an automated mail sequence using MailChimp

Now we’re going to set up ‘triggers’ which are the rules you’ll set so MailChimp knows when to send out the sequential emails.

 

Now we're going to set up 'triggers' which are the rules you'll set so MailChimp knows when to send out the sequential emails. 

The first email is the initial email that gets sent when someone signs up to the mailing list. You can see that by default it is set to trigger ‘1 day after subscribers are manually added to workflow’. I’d recommend editing this trigger and making it ‘immediately’ so that your subscribers are getting what they signed up for asap.

Before you go on to design your email we’ll look at how to set up another trigger. Click on ‘Add Email’ this adds another email to your sequence and by clicking on ‘Edit Trigger’ above it you can set the second email to go out as many hours, days or weeks after the initial one.

Now we're going to set up 'triggers' which are the rules you'll set so MailChimp knows when to send out the sequential emails. You can continue to add more and more emails to your sequence as required.

Once you’re comfortable with triggers it’s time to ‘design email’. Click on ‘design email’ and you’ll be guided through a simple wizard that enables you to design a swish looking email.

Once you’re happy with your design click ‘Save as template’ so the rest of the emails in your sequence follow a similar design, are recognisable and it saves you having to start from afresh every time!

And hey presto! Every time someone signs up to your new list they’ll automatically join your sequence and your business will be working for you 24/7 without you having to lift another finger.

Any questions, let me know by email and I’ll try and help: catherine@delegateva.co.uk

 

Catherine F Gladwyn

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