Beginner’s Guide: 5 Easy Step to Use Mailchimp (Email Marketing Tool)


Mailchimp is an American marketing automation platform and email marketing service. It is the trading name of its operator, Rocket Science Group, an American company founded in 2001 by Ben Chestnut and Mark Armstrong, with Dan Kurzius joining at a later date.

Details about email marketing tool – Mailchimp

  • Mailchimp is an all-in-one marketing platform that helps you manage and talk to your clients, customers, and other interested parties. The approach to marketing focuses on healthy contact management practices, beautifully designed campaigns, and powerful data analysis.
  • Mailchimp service enables members to send and manage email campaigns across channels, serve advertisements, and create websites and landing pages. It also provide other related services, such as real-time data analytics and insights to help members track and personalize their marketing activities.
  • Mailchimp is one of the most popular email marketing service providers in the world primarily because they offer a forever free email marketing service plan.
  • It is a great entry point for small businesses that are just getting started with email marketing. Especially those starting up their marketing process and who don’t already have tools to cover these needs. If all you want is marketing, Mailchimp is still an excellent choice.
  • Mailchimp is mainly built for helping businesses with email and online marketing. It has grown to become one of the top email newsletter services today.
  • Using Mailchip one can send newsletters and automated emails. You can build your email list with form or import your known contacts. Mailchimp offers pre-designed email templates and a drag and drop email builder. The tooling has built-in email analytics. With all of that, Mailchimp is pretty attractive software for businesses to start with email marketing.

Mailchimp key features for Email Marketing

  • Their free marketing plan is ideal for beginners who want to grow their audience and create campaigns while testing out some Mailchimp’s tools and features. It includes all the basics you need to start marketing. The free plan includes up to 2,000 contacts and 10,000 sends per month, with a daily send limit of 2,000.
  • When send through Mailchimp , your email is delivered through our servers, so if one person sends spam, it could affect deliverability for our other users. That’s why they work vigilantly to keep sending reputation intact, and it’s important that all users abide by our term of use.
  • Mailchimp’s Facebook and Instagram retargeting ads helps you remind site visitors about your products when they check their social media. You can create and publish ads that recapture your potential customer’s attention and increase conversion with customers who were once engaged with your products and brand. Social media can be effective tool to drive traffic. From organic posts to targeted ads, Mailchimp makes it easy to build beautiful, on brand posts that can get your customer’s attention.
  • Generate personalized suggestions based on the purchase history of your customers with built-in product recommendations. Then, use abandoned cart emails to automatically follow up with people who leave your store without completing their purchase. The purchase likelihood tool looks at patterns in return customer behavior and can help you understand their livelihood of purchasing again. Focusing your effort on higher conversion customers can help you best optimize.
  • Mailchimp’s marketing tools is essential in helping you build and manage customer relationships. Organizing your audience into tags and segments allows for more targeted communication that will resonate with your customers, ultimately driving stronger conversion opportunities and repeat purchases.
  • Keep tabs on all you’re marketing campaigns- including emails, automation, social ads, and more- directly from your Mailchimp account. We’ll give you real-time stats at a glance, so you can quickly identify what’s working and makes smart decisions about where to put your marketing budget. Benchmarks appear in your email reports so you can see what’s working and what could improve. 

How to use Mailchimp – A beginner’s guide

  • Getting started with using Mailchimp for email marketing. As a first step, you will need to set up free Mailchimp account. For that go to The Mailchimp website and click sign up free in the right upper right corner. Enter an email address, user name and password, and click create my account. After clicking the link in your confirmation email, you need to input some personal info (no credit card required, don’t worry). Once completed, you automatically move on the main menu.

1. Getting to know the Dashboard     

The Mailchimp dashboard is the heart and soul of your Mailchimp account.

  • Create and send Campaign: here’s where you set up your campaigns. This is what Mailchimp calls an email broadcast.
  • Create a list: This list is where your subscribers are stored.
  • Start building your audience: This is where you build forms where people can sign up to your list(s) on the web.
  • Invite your colleagues: You can have multiple people work on one Mailchimp account. It’s very useful, but beyond the scope of this article.

2. Create your first email list


While we all know that the money is in the list before you can start putting anything of value in it, you have to create it.

  • Click “ create a list”
  • Enter the necessary information.
  1. List Name: Put in something that makes sense. This will show up for your subscribers.
  2. From email: The address entered here shows up in your recipient’s inbox as the sender.
  3. From name: Again, this appears in the inbox. Either go with your actual name, or say something like “[your website] newsletter.”
  4. Reminder how they got on your list: People are forgetful. Before they report you as spam, let them know how they signed up for your service.
  5. Your information: Your info will show up at the end of each email and is to distinguish spam and legitimize your email, so make sure your info is correct.
  6. Notification: Here you can choose how Mailchimp will tell you about the activity of your list.

Now you have an empty list, ready to be filled. Should you already have a subscriber list in another service, you can import it to Mailchimp.

3. Generate a signup form

  • Signup forms appear on your website and allow people to subscribe to your newsletter. You can get there via lists and then use the drop-down menu to the right and select signup form.
  • Once you get to the menu, you are confronted with several items:
  • General forms
  • Embedded forms
  • Subscriber popup
  • Form integrations

To start, we will only deal with the first two.

NOTE: Mailchimp might ask you to confirm you’re “from” email address before allowing you to create a signup form. If that is the case, you will be taken automatically to the settings. Click on the verify domain link, send the verification email and click on the link or copy and paste the verification code.

  • Customize the form:

Under General form you can determine the look of your forms as well as the emails for double opt-in, unsubscribe, and update profile. This will be our first stop, so click on select to the right. At the top of the site you find a drop-down menu. It contains all the forms and emails that your subscribers will be confronted with. You can customize them via the tabs at the top of the field.

  • Build it: Here you add and remove fields to your signup forms. Drag and drop radio buttons, drop- down menus, image fields, and more right into your form. Click each element to customize its settings: change the text, toggle visibility adds a help text, more. You can also remove elements by activating them and then clicking the subtraction button.
  • Design it: This menu controls the form’s styling. It lets you adjust colors, font sizes, and everything else. Note that changes are made universally and not on a per-page basis. That means if you changes something about the normal form, it will translate to the emails as well.
  • Translate it: In case you are using Mailchimp in other languages, you can adjust the form messages (such as errors) here. By default, Mailchimp comes with translations in a multitude of languages. However, you can make your own adjustments in your own languages as well as English.

4. Set up an email template

Now that are ready to collect subscribers, we better have something ready to send to them. Step one of that is to create html template for our campaigns. This will make sure our email content looks nice and polished when it arrives in our subscribers’ inboxes.

Find the Templates menu item at the top of the dashboard. Once there, click the button that says create templates.

From here you have three different choices:

  • Basics: Use the editor to create a template from scratch. This is my preferred method since it is easy to use and allow you to control every aspect of what your emails will look like.
  • Themes: For the hasty, Mailchimp also provides a number of out of-the-box email templates. They are ordered along themes, from e-commerce, to birthdays, to fitness, and more; and they come in two varieties: drag and drop and classic. The former allows more customization; while the latter only let you change colors and content.
  • Code your own: If you already have template for your newsletter, you can paste your custom code here or import it from HTML or as a zip file. Be aware that to use your custom template with Mailchimp, you need to make sure it adheres to the Mailchimp template language.

5. Create your first email marketing campaign

From either your main dashboard or from the campaigns menu, click on create campaign to get started. This will lead you to a sub-menu where you can choose the type of your email campaign:

  • Regular campaign: Send out a normal HTML email with attached plain-text version (for anti-spam reasons) to your subscribers.
  • Plain-text campaign: Test different subject lines, sender names, timings, and even content with several version of your campaign.
  • A/B split campaign: Test different subject lines, sender’s names, timings, and even content with several versions of your campaign.
  • RSS-driven campaign: Send content from your own or any other RSS feed to a list of subscribers.

In this next step you will choose the list you want to send your email to. You can either include the entire list or segments that you set up beforehand or will do now.

Now we need to fill the information

  • Campaign name: This is what your campaign will be saved under. Don’t confuse it with the subject line. It also won’t be visible to your subscribers so choose something that makes sense to you.
  • Email subject: Here, you should enter the email title that your subscribers will see in their inbox. Try to make it non-spams and relevant. Mailchimp actually has nice resource on how to write effective subject lines and how to use their research tool.
  • “From” name and email address: We have already configured this earlier. However, you can modify both of them here, which would make sense if you were running an A/B split campaign.
  • Personalize the “To” field: If you are collecting first and last names in your sign-up forms, you can use merge tags to address emails to your recipients personally instead of their email address.
  • Tracking: This lets you sets different tracking options for your campaign. Besides tracking opens and clicks, you can also connect the campaign to third-party analytics such as Google. This is very useful to check how your different email campaign performs.
  • Choose your template: In this next step you will pick the design of your email campaign. If you haven’t put together a template yet, now is the time to do so. Since we designed our template earlier, we pick saved templates and then choose it from the list.
  • Adjust the content and design: We’re almost done! If you have followed the guide so far, the only thing left in this step should be to plug your content into email. This isn’t much different than producing a blog post. You can write headings and subheadings, format your text, and add links and images until you are satisfied.
  • Confirm and send: You are now taken to a confirmation page that gives you an overview of your campaign. You can review the recipients of your email, subject line, reply address, and everything else. Mailchimp will also warn you if anything is wrong from their side.

When everything is to your liking, all that’s left to do is hit send and then send now to shoot your email out to the world.

What’s next?

You are all set up to run your own email marketing campaigns. So what’s the next step you are done toasting to yourself?

For one, it’s time to check your campaign’s performance. Under reports at the top, you can see how many people are opening your emails; click your links, and more. This will give you an impression on which content they are interested in, which types of email subjects perform best, and will provide you with much- needed feedback to improve your marketing skills.

Another step in your career as future email marketing guru is educating yourself on both advanced features of Mailchimp and marketing techniques. A very good place to start is the Mailchimp knowledge base.

Know more about email marketing tool- Mailchimp

  • Accounts: Set up your account, learn about billing, and stay up-to-date on compliance policies.
  • Audiences: Import contacts, create signup forms, and manage your Mailchimp audiences.
  • Automation: Automatically send purchase emails, welcome messages, and more.
  • Email delivery: Learn how we deliver email and how you can ensure contacts get your campaigns.
  • Email: Use Mailchimp to build and send emails for your contacts.
  • Edit and design: Customize the content of your emails, landing pages, websites, and other types of marketing in Mailchimp.
  • Facebook and Instagram ads: Set up and purchase ads for Facebook or instagram without leaving your Mailchimp account.
  • Getting started: Learn how to set up your account, import contacts, and create your first campaigns.
  • Google remarking ads: Reach potential customers all across the internet with Google marketing ads.
  • Integration: Connect Mailchimp with your-commerce store and other apps.
  • Landing pages: Create standalone web pages your audience can “land” on from emails, ads, or other digital locations.
  • Reports: Get performance stats for your marketing efforts and e-commerce store.
  • Templates: Use a pre-built design or code your own templates for email campaigns.
  • Websites: Purchase a domain and create your own website with Mailchimp.

Email Marketing Strategies 

Email is an important marketing tool for everyone doing business online and Mailchimp is an extremely attractive option for those getting started with email marketing. Besides being quite affordable, the email monkey also makes it very easy to start building an email list and running marketing campaigns without prior knowledge. The entire user interface is very intuitive and well-documented.

Professional email tools built to grow your business

Using our pre-designed templates and our drag-and-drop builder makes creating relevant and engaging emails a breeze.

Be yourself in every email

Whether you’re welcoming new contacts or showcasing your products, you can make your business look good in just a few clicks. See how other customers are using Mailchimp to make their emails shine.

There’s more to email than a beautiful template

We’ve got lots of features that work hard for your campaigns.

Create meaningful interactions

Connect with your customers and drive growth with email automations. Mailchimp can easily set up single-step automations or build scalable, adaptable customer journeys that reach your customer when they except to hear from you.

Learn about your audience

Wish you could know more about what’s working and what’s not? You can. And it’s already part of your Mailchimp account. Keep track of open rates, clicks, and segments data with our built-in analytics too.

Build trust with a professional email address

Create an email address for your custom domain name Google workspace. Plus, you can collaborate with your team using tools like Google Drive, sheets, and slides.

Connect your store

You can connect your online store to Mailchimp to send your customer’s emails with product recommendations based on stuff they loved and bought before.

Create and send emails from anywhere

Mailchimp’s mobile app allow you to create, edit, and track performance on your email campaigns where you are. Plus, our templates are designed to look great on mobile, tablet, and desktop.

Give your email life outside the inbox

Get more eyes on your emails by sharing them on Facebook, instagram, and Twitter. Mailchimp makes it easy to craft posts for each of your social platforms right from the email builder. Simply add a photo and write your copy, and we’ll share your post once you send your email.

Send emails that get delivered

Our inbox acceptance rates are 96-99%. That’s above the industry standards. While you’re working to get the word out, we’re working to keep your campaigns out of the spam folder.

Be there for your customers with transactional emails

Create triggered emails like password recoveries or signup confirmations to connect with your customers when they need it.

Marketing campaigns

As a podcast advertiser, Mailchimp also sponsored the launched of serial, podcast exploring a murder case over multiple episodes. During the series, parodies of serial have targeted several of the show’s aspects, including the podcast’s sponsor.

Better and cheaper email marketing solution

Stop overpaying for email marketing and get the best value in pro email marketing tools. It is the best among all for your digital marketing budget. It also develops a better multichannel strategy guides your business to grow sustainably and provides your customers with a more cohesive experience.

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About the author

Akash Kohli

Akash Kohli is part of the Stromonic marketing team. With years of content writing experience behind him, it's one of his favorite activities. Akash takes part in the SEO of the Stromonic website and blog. His goal is to write comprehensive posts and guides, always aiming to help our clients with essential information. Akash also has a thirst for knowledge and improvement, which makes the hosting environment a perfect place for him.

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