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[2020] Ultimate User guide for Mailchimp

Updated: Oct 30, 2020


Over the years, you may have heard it several times that “email is dead” or “email marketing is dying”. Neither of this is true because the Radicati Group in 2018 indicated that 34% of the global population still use email marketing for promotion. Over 109 billion business emails are sent every day. Today, many businesses agree that sending emails is one of the effective ways of striking conversation with customers. As a result, they are relying on various email marketing platforms such as Mailchimp to target their customers. It is a popular email marketing software that allows business owners to create and manage mailing lists, send regular business newsletters, automate email marketing campaigns, and more.


l According to Expanded Ramblings, there are 12 million active Mailchimp users in the world.

l Mailchimp claims 60.51% market share of the email marketing industry.

l 340 billion emails were sent in 2019 alone using Mailchimp.

l Today, Mailchimp is used in 200 countries across the world.

l 1.25 million orders are generated on various eCommerce websites through Mailchimp campaigns.

Benefits of Using Mailchimp

l It is available in free and paid versions.

l It is supported by most web browsers.

l The free version is suited for businesses that have less than 2,000 subscribers a month.

l Mailchimp can be integrated with your WordPress website, Facebook and Twitter profiles, Shopify store, and so on.

l It allows you to track the efficiency of your campaigns and tweak them for better response.

l Mailchimp allows you to grow your mailing list through customizable and easy-to-use forms.

How to Set Up a Mailchimp Account

Creating an account with Mailchimp is extremely easy.

1. Sign Up on Mailchimp Visit Mailchimp signup page and click on the “Sign Up for Free” button and the following screen appears.

Enter your Email, Username, and Password in the form and click on the Sign Up button.

By clicking the Sign-Up, you agree to abide by all terms and conditions of Mailchimp.

2. Activate Your Account

Once you click on Sign Up, you will receive an activation intimation from Mailchimp in your email box. Click on Activate Account.

3. I’m Not a Robot

Click on images that appear on screen to prove you are not a robot.

4. Choose the Right Plan

You can choose the right plan and click on Complete. Next, you will be taken to a new screen asking you to set up an account.

5. Set Up An Account

Enter the following details on this page:

l Name: This is the name that you have provided at the time of sign up. You can access various Mailchimp accounts using this name.

l Business Name: This name will appear with the email that you send to your customers.

l Website URL: Although this is optional, entering the URL of your personal, organization, or company website will suffice.

l Phone Number: This will be your business or personal phone number.

l Address: This will be your physical address where mails would be sent. You can enter your personal or business address here.

l Services You Offer: Here you have to choose the type of services offered such as Original Content, Physical Goods, Technology or Software, Services, and other.

l How People Can Find You: This field enables Mailchimp to understand how your customers find you or where they can access your services. It can be a website or an eCommerce store, physical store or location, App store, physical store or location, another business ecommerce store, and so on.

6. Set Up An Audience

After adding all the relevant information, you will see a dashboard. Here, you need to set up an audience.

Click on the Audience dashboard

As you know the most basic requirement of any email campaign is an updated record of contacts. You can import contacts from external sources in any of the following ways.

a) Connect a Site: You can synchronize contacts from an integrated service or an eCommerce store.

b) Add a Contact: You can add a subscriber manually and add all details related to him into the Mailchimp.

c) Create a Landing Page: If you do not have any contact, you can design a landing page in a few minutes, and start collecting sign ups by sharing it on Facebook or website page.

7. Customize Signup Forms

Click on Audience Dropdown and choose Signup forms.

Select the Form Builder: You can build, design, as well as translate sign-up forms and response emails.

Click on Build it to see the form fields.

Next click on Design it

You will see Page, Body, Forms, Referral Badge, Background, Header, and Outer wrapper. You can use the drop-downs to make changes to the colors, styles, and fields in the fields. Next, click on Save and Close.

8. Set Up Campaigns

A campaign is a brand message that is generally shared through social media and emails.

On Campaign dashboard, click on Email templates.

You can create email campaigns from any saved templates or choose from the layouts such as:

l Sell Products

l Make an Announcement

l Tell a Story

l Follow Up

l Educate

Similarly, you can choose from themes or code the template on your own.

After you send your campaign, you can click on Reports under Campaign drop-down.


Email marketing is still an important aspect of marketing because it helps you build stronger relationships with your customers. You can utilize Mailchimp to build impressive and effective email campaigns, which help improve your brand reputation and potential.

About the Author

Saas-Expansion is a leading sales as a service (Saas) company in Singapore. Our clients can leverage our expertise in sales, telesales, partnerships and account management, clients, and revenues to fast-track their growth in Southeast Asia. Since, inception, we have helped our clients to test waters in Malaysia, Indonesia, Philippines, Thailand, & Singapore with minimal investment.[1]


This will be common to all user guides.

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