How to use Mailchimp

Logging in to MailChimp

In order to keep compliant with the latest emailing best practices, we have moved to using MailChimp for our communication with our members and other interested people. Follow the instructions below to send out emails using MailChimp.


Login to mailchimp.com using this URL: https://login.mailchimp.com/

Using your provided userid and password, Log in.

One of the first few times you log in, you may see this screen.

Deal to this page as you wish and then it will bring you to the following screen (depending on your preferences).

To send out an email to all the members, either select “Campaigns” from the menu near the top of the page, or click on the “Create Campaign” button.

Click on the “Create an Email” icon down the bottom left of the popup screen.

Give the Email Campaign a name – for instance, “Members Newsletter”, leave the default as “regular” up the top of the screen, and then click on the Begin button.

You will then be asked a series of questions. Click on “Add Recipients” – you will be asked to select a list.

Select the “contacts” List from the dropdown. (Note, to use another list before you send your first email out to everybody, click here for instructions) This brings up a few more fields…

Under Segment, click on Group or new segment if you only wish to send this to the members, executive, or house mailing list, otherwise if you want to send to everyone, Leave the “Segment” as is (all subscribers).

If you selected a segment, you then need to select which group you wish to send this to.

In the dropdown box with Email Address in it, select that and choose Contact Type under Groups, just above the Email address. Then select “one of” (or relevant) then the group name you wish to email this to. If you want to send this email to everyone we have emails for, members or not, then leave the Segment box showing “All subscribers on list”.

Personalise the “To Field” – you can make your email personal to each subscriber by using the FNAME and/or LNAME tags. (Note, you will need to modify the list to add people’s first and last names before you send out the email.)

Click on the Save button when you are done and then you can edit the “From” field.

Change the default for the “From address” here. If you don’t do this it will come from comms@zneturalla, but you have a choice to change this to read, for instance, President Z-NET Uralla. Bear in mind that the email address here, if any recipient replies, their email will go to the email address you put here. Click on the save button then select the Subject…

Add your subject line (an example is shown). Click on the Save button

OK, now we get to the bones of it… click on the Design Email button…

Do not choose any of the shown templates, but instead go to “Saved templates” near the top of the page.

Select the “Standard Email Newsletter” template ancd click on the Next button down the bottom right of the screen (note, if you wish to change this or the other templates, please email Teresa and I will change these for you) … more templates will be developed as we wish them. Or you can create them yourself if you are comfortable with using MailChimp.

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Don’t worry about the boxes on the right hand side, just click on the block on the left hand side with “Standard Heading”, you will then see the right hand side change to what you wish to update for this email.

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Enter your headline text then Click on the area with “This is the body of the email..” and then you can change this.

If you wish to change the wording, you can do so here, and let me know so this becomes part of the template.

If you wish to add an attachment (like, the previous minutes), type the text you wish to use (say, click here for the minutes) and then you need to add the link to the pdf so select the “click here” in the text (or as much as you want to create a link for) then click on the chain (link) icon – fourth one in from the left under the Content button.

Under Link to, select File.

This then brings you to the upload screen where you can upload your attachment.

Browse to and select your file in the usual way.

Then click on the Insert button. (Change the advanced options if you want to)

 

Your email draft is now created, click on the Save & Close button at the bottom of the screen. You just need to send it now.

You can now click on the “Send” button (top right of the screen) if you are happy with it. (What I suggest doing is before you send your first email to everyone, send a test email, and also send to a test email list so you are comfortable with the process. You can add yourself to the test email list before you do this – I won’t add instructions to that here right now, but shall get to that! There is a test email list available for you to try out.)

To see the results and stats from your email, find the campaign and you will be able to click on the “View Report” button that appears to see the stats.

Find the campaigns titled “Member’s Newsletter” (note, this may not be near the top of the page, depending on how often emails are sent out – scroll through until you find it).

Sending out other emails to the members

These instructions will be added soon (as they are needed!)

Administration of the Email lists

Adding users to a list manually.

After you login to MailChimp, (instructions here) select “Lists” at the top of the screen…

Then select the list you wish to add a user to.

Select “Add contacts”… select “Add a subscriber”…

Then fill out the relevant details – Email address, first and last name are sufficient, however for interest sake you may also wish to add country. Click on the “This person gave me permission to email them” check box. This is so they won’t get the confirmation email, but doublecheck you have their email and name entered correctly.

Click on the “Subscribe” button.

As new members to the club join and give you their email address, you would add them to the “Member” list.