April 7, 2020
MailChimp Tutorial | Email Marketing Best Practices

MailChimp Tutorial | Email Marketing Best Practices

Hello, and welcome to another little video in our series which guides you through setting up a successful WordPress website and building your online presence this video will be the ultimate guide to setting up MailChimp on WordPress in this video you’re going to learn why your website absolutely needs an email list how to set up email lists with mailchimp how to add email subscribe boxes on your wordpress website that actually work how to set up Autoresponder messages and what an autoresponder is and Some awesome tips to start getting your first email subscribers You might have come across on some pages a pop-up Which asks you to enter your email address to subscribe to a newsletter or for something free in return All of these little boxes Gather email addresses so you can deliver awesomeness to everyone even while you’re sleeping Creating an email subscriber list is one of the first things you should do to grow your website and online presence Even when you have zero traffic, I wanted to make this step-by-step guide for you So I can hold you by the hand and walk you through setting up your first Newsletter email opt-in and give you some awesome tips on how to get people to subscribe Let’s jump straight in and get started we’re going to be using mailchimp because it’s super simple to use and has a Completely free option there is an option to pay for a monthly which will give you more options But for now the free version is great Mailchimp is feature-rich such as using your blogs RSS feed to send emails which makes it really easy to Automatically have your newest blog posts sent out to your email list you’ve got subscriber profiles So you can get insights about your subscribers and keep in contact in one place Mailchimp is automated It helps you email the right people at the right time this is based on customer behavior and preferences as well as timezone mailchimp also recommends the best time to send emails within 24 hours of your select delivery date determined by your specific lists engagement data Mailchimp has flexible design options for teams of all sizes you can collaborate on campaigns that fit your brand using mailchimp Email designer Mailchimp’s templates and forms are responsive so they work on any device mailchimp is always working for you 24/7 let’s learn how to set it up Head over to mailchimp.com and the first thing you want to do is sign up for your free mailchimp account click on sign up for free here enter your email username and Password and if you agree to the terms and conditions just click on create my account You’ve just been sent a confirmation email, so let’s go and confirm that now so everything coming up works perfectly So find the email and click the button And we then just need to fill in a few more details to finish setting up your account enter your name again and your address or a PO box this is the address which is shown on the bottom of emails you send once that’s all filled out click on save and get started and You’ll be on the dashboard to create your first list just click on create a list and you’re taken to this page To fill in some information about your list so give it a name the default from email you want to use and The default from name and a little message for people to remind them how they got on your list take any notifications You’d like to receive about this list I recommend not having an email every time someone Subscribes or unsubscribes as you can receive hundreds of emails Just use your phone and the app will have a daily summary instead Fantastic you’ve now got your first list, but it looks empty as gym in October. So now it’s time to learn how to set up Autoresponder and welcome messages and get an email opt-in form on your website how to add an email subscribe box to your wordpress website I’m going to show you one of our favorite plugins we use which integrates with mailchimp Perfectly that creates the perfect email opt-in box for your website. I’m talking about sumo me list builder list builder converts one-time visitors into lifelong readers and email subscribers Because you work hard on your website list builder lightbox makes sure they subscribe to your email list and come back for more it catches their attention Right before they leave asking for their email address in return for a great offer It’s fully customizable and easy to set up I’ll quickly guide you through getting this installed on your wordpress website And then link it to our mailchimp to collect our email opt-ins so to do this make sure your on your dashboard for your website We’re going to install the sumo me plugin and then install list builder sumo me has quite a few apps and I’ve made videos on them all if you’re interested in learning about the others so head to plugins and add new and search for sumo me click on install and then activate now you’ll see you have a new box on the top right which you need to click and register with sumo me so do that now when you’re done hover over the box again and click on the crown and Sumo me store We’re looking for list builder as I said sumo me has created some awesome apps to use to leverage your website List builder is just one of them, here it is, now click on list builder and Free and its installed now click on the crown again and click on list builder You’ve got a toolbar on the left here with all the sections We’re here to link mailchimp to list builder and our opt-in form so we can start collecting emails from our visitors So click on services and this brings up all the services that integrate with list builder Mailchimp is at the top so let’s click on that and it connects in just a couple of clicks click on Connect enter your details and Sign in and you’re all connected List builder will now work with mailchimp and when someone submits their email to your opt-in form that we will be creating in a moment It will be add to the list in mailchimp so you are always in communication with your visitors so now we want to create a lightbox or opt-in form so we can start collecting our visitors email addresses and all we do is click on Design and This page lets us customize our opt-in form so we can write a title and main text here change colors the size of the form and Edit the success message after someone enters their email you can see how your changes look straightaway on the right as you do them and You’ve also got templates here which have forms you can pay to use and these look good So if you want to do that you can but the free default form works great when you’re done click on save Now click on behavior, and we’ll have a quick look at these settings for the form here you can choose when you want your form to show up and If you use the smart feature list builder knows when your visitors are about to leave and the form shows up There are lots of options here to play around with Check out your website and have a look at your new list builder. I’ve got mine to show up Just as someone is about to leave Here it is this looks great now we’ve set up our lightbox and links it to our mailchimp all we need to do now is set up a welcome message and autoresponders, so let’s do that now so what is an autoresponder? It’s a message. That’s been set up to be sent automatically when you sign up to an email list for example Have you ever received those emails straight after signing up for something that is an autoresponder? Autoresponders make it so that you don’t have to manually send out emails to each subscriber that joins your list You just set everything up and let it run Autoresponders are only sent to and specific actions happen for instance you might set up a series of Autoresponders to go out in a sequence you send message number one and then set up message number two to be sent out only after the Subscriber has opened message number one or you can set it up to send x number of days after a subscriber joins your list There’s a lot of possibilities, but that goes Beyond the scope this video. Here’s how a standard email signup process works Bob enters email to opt-in box he then receives email asking to confirm his subscription This is called a double opt-in After he confirms his subscription. He’s taken to a thank you page Now let’s walk through the process of setting these forms up I’m going to set up an opt-in confirmation email, but the process is the same for other forms back in mailchimp you’re going to go to lists the list you just made signup forms and General forms then click on the drop-down button to choose the opt-in confirmation email This is the email that a person gets immediately after filling in the subscribe box It’s basically a way of saying hey, you just signed up to get emails from me Technically double opt-ins are optional But it helps keep your number of unsubscribers down because the person is confirming that they actually meant to sign up for your list The message that you put on the opt-in confirmation email will depend on what you offered to originally get them to sign up once you fill that out click on the drop-down again and choose confirmation thank you page. The confirmation thank you page is where people go after they click on yes subscribe me to this list your confirmation thank you page should be the page where people can get whatever it is You’re giving away, so in my opt-in form I was giving away a free cheat sheet So I would link a page for my visitors to download that I could also send the cheat sheet directly to their inbox building a campaign Now we’ve set up our list and an email subscribe box The next part of email marketing is crafting the email message itself there are lots of names for your email Mass email Newsletter eblasts ezine, but mailchimp calls each email message a campaign Let’s have a quick look at how to create a campaign and start sending email messages to your subscribers So from the mailchimp dashboard click on create a campaign and it takes you through a few steps to setting up your campaign Here you choose which list of subscribe you want to send the campaign to so I’ll choose the list I created earlier for this example then click on next here Then you fill in some information on the campaign such as its name Email subject From name from email address as well as lots more options such as tracking and social Media Which lets you connect to different tracking such as google analytics and use Twitter and Facebook with your campaign Next choose a template to use for your email You have a choice from all kinds of sizes and different looks Now you get to customize how it looks click next This is where you can get creative On the right you have lots of different elements you can add to your campaign such as text image group of images social Share buttons Image with a caption and all you do is track it over to your campaign to where you want it to go easy Now you can edit it by clicking it and the editing window comes up So if I want to add an image, I click and drag it over click on browse and upload Choose the image I want to use and it’s uploaded Click on design, and you have even more options to customize the look and feel of your campaign Such as its background color text color font and lots more click save here, when done you you have so many options to make your campaign unique and engaging to your subscribers the possibilities are limitless When you’re done click on next now you can send your campaign to your subscribers or schedule it for a date and time you want it to be sent Using mailchimp can be a powerful way to leverage your wordpress website It’s also easy and intuitive to use how to get your first email subscribers First and foremost you have to give people a reason to join your email list Subscribe to my latest blog posts just doesn’t cut it anymore Tell people what they’re going to get out of joining your email list whether you’re giving away a free guide a Discount code a Workshop or a free consultation you have to give your audience some type of value to make it worth their while My suggestion is to create some type of a free guide Guides are great because they are not difficult to make Especially with a nifty little tool that I will link at the end of this video for you It’s called canva And I definitely suggest you have a look, you now have everything you need to set up your email list Put that bad boy on your website and start getting email subscribers and building your email list I hope you’ve enjoyed this video and if you did Please give it a quick like and even share it if you have any questions Please leave us a comment. Coming up is Canva. Thank you and see you in the next video! you

100 thoughts on “MailChimp Tutorial | Email Marketing Best Practices

  1. Great video. Packed full of information that is easy to follow. You speak slowly and clearly. I just wasted 2 hrs reading mail chimps' web site to find out how to do all that you covered in 15 mins. Thank you.

  2. The bad news is… I've been doing it wrong.  But thankfully this video gave me tips on how to do it better. THANK You!

  3. Hello James!
    Your tutorials are THE BEST! Thanks for sharing your knowledge freely!
    The "connect" mail chimp for free using sumome is no longer available! You must upgrade in sumome and pay if you want this done! 🙁

  4. This was great until Sumome is asking for money to link to mailchimp:-( Got to that point but can't afford to make it work. What free versions are there?

  5. The MOST professional, concise tutorial on youtube on this subject. Short and sweet with great products. Wonderful graphics, and very easy on the ears. So many guides just drive me up a wall with their unprofessional presentation and voice overs. Thanks!!

  6. Oh hey! Nice video you have there! If you dont mind my sharing; have you heard about " Vidadsmedia Email Tools " (do a google search)? My step brother had some dealings with them and was impressed by their awesome knowledge on email tools!

  7. Hi hi! Nice video you have there! By the way; have you ever tried " Vidadsmedia Email Tools " (just google it)? My colleague had some dealings with them and was impressed by their awesome knowledge on email tools!

  8. Holla! Nice video you have there! Since you are on the topic of Email & its tools; have you bought from " Vidadsmedia Email Tools " (just google it)? My colleague had some dealings with them and was impressed by their incredible knowledge on email tools!

  9. Hey there! Nice video you have there! Since we are on the same topic; have you used the services from " Vidadsmedia Email Tools " (google the exact phrase)? My sisters boss had some dealings with them and was impressed by their great knowledge on email tools!

  10. hey hey! Nice video you have there! On a similar note; have you tried " Vidadsmedia Email Tools " (Have a quick look on google…cant remember the exact words)? My boss had some dealings with them and was impressed by their amazing knowledge on email tools!

  11. hi james, I still do not what is meant by newsletter.  Which I always very confused.  Hope u can give me some clues thank you.

  12. hi james, mailchimp there is no integration with the sumome unless we upgrade to pro version. do u have an video to guy free integration sumome with mailchimp.  Thank you.

  13. very good video for a direct instruction to create an email lists. Interesting concept and the manual direction also enables the best steps to takes and easy too. thankyou

  14. Thanks for making such great videos! Question: Can I set up my lead magnet to mail chimp without using List Builders? List Builders is no longer free. At the moment, I'm not ready to invest in List builders.

  15. Hey James, noticed you have a Facebook fan page,, I wanted to head over to to like and follow, but you don't have the link it in the video description

  16. hi nice explanation. I jus wann to suggest that at the end of every video plz summarize the whole lecture for better understanding and a quick revision. thanks.

  17. SUMO (formerly SUMOME does not provide free integration with MailChimp) so I went with MailMunch at https://wordpress.org/plugins/mailchimp-forms-by-mailmunch/

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  19. Hi, it would be great if you could update the video as SumoMe now charges for linking mail chimp as a service! Great videos but sadly I will have to check out another one for this purpose.

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  22. Thanks for your tutorials…. Do you need to have sumome pro… because the list builder i installed isn't working. It's just not responding to any clicks

  23. Hello James, nice vid! How did you add that widget on the left of the homepage that shows the cover of your ebook?

  24. Hello James! Love your tutorials. However I'm having trouble complete this one as per Sumo, in order to connect an email service provider, such as mailchimp, it has to be througg sumo pro not basic. Please advise on what other email service providers I can connect to my wordpress website. Thank you.

  25. Thanks for useful info. I am new to blogging, but am trying to convert blog traffic into subscribers now. (I have had about 509 visitors in the last 3 months, but only 5 of them have subscribed! That's why I am learning all I can, so that I can capture this traffic.) Thanks for sharing!

  26. Sir m lil confused
    Can u plz tell me if people's sign up my website how will they get the welcome email automatically from MailChimp
    Plz confirm me the steps for sign up of my website

  27. To connect Mailchimp Sumome list builder email service, you HAVE to have a pro membership or above, not the free version. Thanks for wasting my time, you never mentioned anything about paying just to complete your damn tutorial. BEWARE ALL!

  28. Great tutorial. Mail chimp is free and the plug in is free for 1 account and you get 2,000 free emails per month! The dude below that said it is not free obviously did not research. Haha!

  29. Unfortunately, SumoMe no longer offers integration with Mailchimp for free. Great video for when it was applicable, but it is now outdated.

  30. Great video James! Very in-depth and informative. I like how you connect everything and go through the whole process. For people watching its important to recognize that there are many software alternatives that you can use and you want to be able to test different opt-in offers so that you can convert as many website visitors as possible. Looking forward to more tutorials!

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  33. Suppose, I want to offer an e-book to all of my subscribers. Now, I put an e-book on a webpage…so whenever my subscribers want to collect the book they'll go to the specific webpage and then an email box will pop up which will show them to submit their valid email address for collecting the e-book, and also automatically check if their email addresses are valid or not. How do I do that?

  34. Love, Love, Love this video, creating content can be so hard, and certainly something I find though, but you knocked it out the park with this video. awesome job, keep up the great work.

  35. This is just superb, I been tryin to find out about "how does mass email marketing work" for a while now, and I think this has helped. Ever heard of – Jenevi Digital Duppy – (do a search on google ) ? Ive heard some interesting things about it and my partner got cool success with it.

  36. I have question
    I learned how to use mailchimp service by this video and TNX FOR SHARING THIS. But in email marketing i Always have a trouble to choosing a good subject for mails.
    Could you make a video to how choose the best title for mail subjects?

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