Your From Name and Email Address may automatically be filled in automatically, you can update these defaults in your list settings or you can easily change this by clicking “Edit From” and adjusting each field. Send the email from your business or from a person within your company. Instead of sending an email to Mailchimp will customize this field to pull “Evan” if the first name is included in the list, which looks a lot better from the customer’s standpoint. Next, if you collect First Name data for your list we recommend selecting the “Personalize the “To” field” with the *|FNAME|* Merge Tag. Personalize who you’re sending the email to. Mailchimp prefers you have your audience all on one list (with optional groups and tags for segmentation if you like) this prevents duplicate email addresses and having to make multiple campaigns to send an email to your whole audience. Select the list you’re going to send the emails to. Start from the top: Click “Add Recipients” to the right of the first section, “To.” On the next screen, you’ll see a list of items to setup your email campaign. Your subscriber list will never see this, but make the name descriptive to quickly find it later.

The Campaign Name will be for your team’s internal reference. Back to CampaignsĬlick Campaigns > Create Campaign > Email > Regular (we recommend starting with regular emails at first, then experimenting with A/B testing & automations when you’re more comfortable in Mailchimp) > Enter the Campaign Name. There’s no need to duplicate or edit your template here, when you make a new campaign, Mailchimp will automatically make a copy of it for you so you don’t need to worry about breaking anything. We recommend navigating to the Templates tab only if you want to download a backup copy of your template, just in case (select Templates, click the dropdown arrow to the right of the template and select Export as HTML).

We’ll focus on the Campaigns tab, but first – if you click on the Templates page, stop right there. When you log in to your Mailchimp dashboard, you’ll see a few tabs at the top: Campaigns, Templates, Lists (or Audience), Reports, and File Manager.

Mailchimp how to download a template