MailChimp is one of the most popular email marketing and autoresponder programs used by many online businesses these days.


Quite possibly three main reasons:

  1. It integrates into a lot of CRM’s (Customer Relationship Management programs)
  2. It’s fairly easy to use, and
  3. It’s free!

As a Virtual Assistant, if you are given the task of creating an email campaign for your client and they like MailChimp, here’s a step-by-step guide to help you create a campaign.

Create a Campaign

  1. Go to the Campaigns page
  2. Click Create Campaign
  3. Click Create an Email
  4. On the Regular tab, enter a campaign name and click Begin.

Set-up and Design

Adding Recipients

  1. In the To section, click Add Recipients.
  2. In the List drop-down menu, choose the list you want to send to.
  3. In the Segment drop-down menu, choose All subscribers on list, Group or new segment, or one of the available saved or pre-built options.
  4. Optional: Check the Personalize the “To” field box to display the recipient’s name instead of their email address. This is more personal and may help you avoid spam filters.
  5. Click Save.

Add From Name and From Email Address

  1. In the From section of the Campaign Builder, click Add From.
  2. Enter your from name and email address.
  3. Click Save.

Adding a Subject

  1. In the Subject section of the Campaign Builder, click Add Subject.
  2. In the Subject field, enter a subject line for your email.
  3. In the Preview text field, you can enter up to 150 characters that will display next to your subject line in recipients’ inboxes. This field is optional.
  4. Click Save.

Designing Email Campaign

  1. In the Content section of the Campaign Builder, click Design Email.
  2. Choose a template to start with
  3. In the Email Designer, input and customize your campaign content.
  4. Click the Preview and Test drop-down menu to access powerful testing tools before you send your email.
  5. After you complete your design, click Save and Continue.

Setting and Tracking

  1. Scroll to the Settings & Tracking section and click Edit.
  2. Check the boxes next to the tracking options you want to enable.
  3. Click Save

If you’re ready to send the campaign to your subscribers, click Send. Then, in the Prepare for launch modal, click Send Now to confirm your send.