Introduction

to Mailchimp

© Just Click Here November 2019 1

Contents
Step 1 - Creating an Account ..................................................................................................... 3
Step 2 - Account Settings .......................................................................................................... 4
Step 3 - Uploading Image Files and Setting a Logo...................................................................... 9
Step 4 - Setting up an existing Audience (Contacts) .................................................................. 11
Step 5 - Adding GDPR Compliance to Signup Forms .................................................................. 12
Step 6 - Adding Double Opt-In to Signup Forms (Optional) ........................................................ 13
Step 7 - Creating a Signup Form to Generate an Audience (Contacts) ......................................... 14
Step 8 - Building Your Form SignUp Form ................................................................................. 14
Introduction to Using the Photo Editor in Mailchimp ................................................................................... 16
Reordering Fields ........................................................................................................................................... 17
Delete a Field ................................................................................................................................................. 17
Step 9 - Designing Your Form.................................................................................................. 19
Page Tab ........................................................................................................................................................ 19
Body Tab ........................................................................................................................................................ 20
Forms Tab ...................................................................................................................................................... 20
Translate it ..................................................................................................................................................... 22
Step 10 - Sharing Your Form on Facebook ................................................................................ 23
Step 11 - Sharing Your Form on Twitter ................................................................................... 24
Step 12 - Sharing Your Form with a QR code ............................................................................ 25
Step 13 - Sharing your Form on Your WordPress.org Website .................................................... 26
Embedding the Code ..................................................................................................................................... 26
Using a Plugin (List Subscribe for WordPress) ............................................................................................... 27
Create an API key........................................................................................................................................... 27
Disable an API key ......................................................................................................................................... 27
Installing the Plugin ....................................................................................................................................... 28
To delete the List Subscribe plugin for WordPress ....................................................................................... 30
Appendix - Login Verification in Mailchimp ................................................................................ 31

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Step 1 - Creating an Account
Access the website www.mailchimp.com

and click on Sign Up Free in the top right-hand corner.

Fill in the form – type in your email address, a username and a password (must be a minimum of 8
characters, include 1 lowercase, 1 uppercase, 1 special character and 1 number…)

Then, click on Get Started! You will then be sent an activation email.

Click on Activate Account.

On the Confirm Humanity screen, click on

the I'm not a robot box.

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Step 2 - Account Settings
The first time you log into your account, or if you have just activated your account, you will be
asked for a variety of information.

You will be asked to choose a plan -

Click on the down arrow in the top right-hand corner to change the currency.

If you are not sure which plan to choose, click on Compare Plan Features. As of November 2019,
the following features form part of different plans –

Click on Complete

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Then you are asked for some of your
personal details –

Fill in your first and last name, then click on

Continue.

Fill in your business name & website address,

then click on Continue.

Add a physical address, click on Continue

Select whether or not you have a list of email

subscribers, then click on Continue.

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Now it will ask if you want to connect any of
your social media to Mailchimp. (You can do
this later if you are not sure). If you want to,
click on the + next to Facebook or Twitter.

If you are not logged into Facebook or Twitter, you’ll see

a login screen. After logging in, you will be told that
Mailchimp will have access to your name and profile
picture. Click on Continue as xxx. (Unless you want to
review the info that you provide)

Click OK.

You will then see a tick next to any

connected social media. (You can change all
of these options later, in your account
settings.) Click on Continue.

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Finally, Mailchimp asks for some information
about your business. Click on OK Let’s Do It
or Not Right Now.

If you click on OK Let’s Do It, you will be asked a few questions about your business. For
example,

Finally, you are ready to go! Click on the

boxes to put a tick in them if you want to
subscribe to What’s in Store or Mailchimp
Presents (a monthly newletter), then click on
Let’s Go!

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Your account setup is now complete.

Now Mailchimp wants to connect to

your shop (if you have one). If you do,
click on Shopify, WooCommerce or
BigCommerce.

To connect Mailchimp to other ecommerce stores or other platforms, click on View All
Integations. Here you can connect Mailchimp to Magento, Square, Wordpress, Eventbrite, Canva
and many other platforms.

You don’t have to connect all of your other platforms to Mailchimp

right now. At any point, you can click on your account drop-down
arrow in the top right-hand corner of the screen and choose
Connected Sites to connect other platforms to Mailchimp.

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Step 3 - Uploading Image Files and Setting a Logo
You can upload images files to use in your marketing and set a logo in Mailchimp by clicking on the
Content Studio Tab

And then choose Upload in the top right-hand corner.

 Note – If you click on the drop-down arrow, you can import images from a website. Simply
click on Import from URL, then enter the web address (URL) into the box and click on Import.

Navigate to where your images are saved,

then click on an image and choose Open.

(You can select more than one image at a

time buy holding down the Ctrl key on your
keyboard and clicking to select images)

Your image will then upload into Mailchimp’s

Content Studio.

To set a logo, select the image that you want to use as your logo, by clicking on it.

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Click on the drop-down arrow next to View Details and choose Set
My Logo.

In the menu down the left, click on My Logo

The image you selected should be displayed. By setting a logo, Mailchimp will automatically add it
in any logo placeholder that is available in any of your campaigns.

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Step 4 - Setting up an existing Audience (Contacts)
Mailchimp refers to your contacts as your audience. When you create a Mailchimp account, you can
add your existing contacts to Mailchimp to automatically generate your audience. You can then edit
your audience if you need to or start adding new contacts.

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Step 5 - Adding GDPR Compliance to Signup Forms
Click on the Audience tab

( Note – If you have more than one audience, click the Current audience drop-down and choose
the one you want to work with.)

Click on View Contacts.

Click on the Settings drop-down arrow and choose Audience name and defaults.

In the Form settings section, click on the box next to Enable GDPR fields.

Now, scroll down the page and click on Save Audience and Campaign Defaults.

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Step 6 - Adding Double Opt-In to Signup Forms (Optional)
Double opt-in on a signup form is a signup form that includes a confirmation step where the contact
receives an email and has to click on the link to confirm their signup.

To set it up, click on the Audience tab -

( Note – If you have more than one audience, click the Current audience drop-down and choose
the one you want to work with.)

Click on View Contacts.

Click on the Settings drop-down arrow and choose Audience name and defaults.

In the Form settings section, click on the box next to Enable double opt-in.

Now, scroll down the page and click on Save Audience and Campaign Defaults.

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Step 7 - Creating a Signup Form to Generate an Audience (Contacts)
If you don’t have any contacts yet, you can create a signup form to
post on your website, Facebook page etc to create new contacts.

( Note – You may want to follow the steps above to add GDPR
compliance, upload a logo and enable double opt-in before starting
this).

To create a signup form, click on the Audience Tab, click on the

Manage Audience drop-down arrow and choose Signup forms.

Click on Form Builder

The Form Builder will then open up

Step 8 - Building Your SignUp Form

Click on the drop-down here to change the type of form
you are creating

When people sign up to your list, you can let them

specify which email format they prefer to receive – either
plain text or html.

This URL is a direct link to your hosted signup form.

There are also three icons for built-in sharing methods
for Facebook, Twitter, and a QR code. (More about these
sharing methods later)

Now you need to design your form. If you hover your mouse pointer over the header, some options
will appear – edit, remove and use image.

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If you click on Use Image, you will be taken to the Content Studio, where any images you have
uploaded will be visible. Select an image (by clicking on it).

Then click on Insert (in the top right-hand corner)

You will then have the opportunity to amend the image.

Enter your Make sure this box is

website URL checked to keep the
(address) proportions of your image
here. Put a
check in the
box if you
want it to
open in a
new window.

Click here on Show Click here to Edit with MailChimp’s

Image Style Options Photo Editor (See below for more
to show more options information on each tool)
such as adding a
border, changing
alignment or
adding Alt text.

Click on Save and Insert Image.

Your image should now be inserted into your form -

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Introduction to Using the Photo Editor in Mailchimp

Here’s a list of the current editing tools and brief description of what they do.

Crop, resize, flip, or rotate your image.

Choose from more than 60 different filters, such as black and white,
vintage, cold, warm etc.

Refine the brightness, contrast, saturation, and more.

Choose from radial, mirrored, linear or gaussean.

Add and customize text.

Choose from a number of different dynamic text options.

Add emojis or shapes.

Edit your image with an adjustable brush.

Choose a frame and adjust the width and opacity.

Add lighting effects or textures.

Once you’ve made your changes, click on Save in the top right-hand corner.
You will now exit the photo editor and should be back in the Form Builder.

Now you can continue customising the form. Click where it says Click to add a message and type
in a greeting. You might include information about how often you will email subscribers (e.g.
weekly, monthly, quarterly) and the sort of information you will send (offers, discounts etc).

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Type your message, make any formatting changes you want (using the toolbar provided), then click
on Save and Close.

If at any point you want to edit your greeting, hover your mouse pointer
over the text, and click on the Edit button, which will appear in the top
right-hand corner.

Click to select any of the fields on your signup form.

You can then edit that field’s settings on the right. If you make
any changes, click on Save Field.

Reordering Fields

You can also click and drag to reorder the fields. Your mouse pointer will look like a hand, and
Mailchimp will show you where you are moving the block to, using the text Drop block here.

Delete a Field

To delete a field, click on the field to select it, then either click on Delete in the field settings
section on the right, or click on the minus sign under the field.

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You will then be asked to confirm the deletion by
typing in the word DELETE (in capitols).

Then, click on Delete.

Editing GDPR Compliance

If you have added GDPR compliance to your form, there will be a marketing preferences section at
the bottom of it.

You can edit the form using the field settings down the right-hand side. So, for
example, if you are not planning to send any direct mail, you can delete the
direct mail option by clicking on the minus sign next to it. Then type in
DELETE (in capitols) and click on Delete.

In the field settings down the right-hand side, make sure you put a tick in the Require at least
one option box.

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Step 9 - Designing Your Form
When you are happy with the content of your form, click on the Design it tab, across the top of
your form. This is where you can apply your business branding (style and colours) to your form.

Under the Design it tab you have four subtabs - one for each part of your form (Page, Body,
Forms and MonkeyRewards). Within each subtab there are different options.

Page Tab

Under the Page tab you have three options – Background, Header and Outer wrapper.

As you click on these a red box will appear on your form, showing you which area of your form you
are amending. For example –

Clicking on Background allows you to enter a

hex code for your background. If you don’t know
what hex code you want for your background,
click into the box, and a colour chart will appear
that allows you to choose a colour by clicking on it.

Clicking on Header allows you to specify the size of your

header text and distance (padding) from your form body.

Outer Wrapper allows you to change the background colour. If you click into
the box, a colour chart will appear that allows you to choose a colour by clicking
on it.

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Body Tab

Click on the Body Tab.

Under the Body tab you have three options – Foreground, Default text and Link style.

If you click on the Foreground tab, a red box will appear on your form,
showing you which area of your form you are amending. Click into
the background box and select a colour for the background of
your form. This will be the background colour for everything apart
from your header, which you have already amended (see above).

If you click on the Default Text tab, you can amend the default text styles.

Click here to
Click on the drop- amend padding
down here to amend (spacing)
line height Click on the drop- Click on the drop- Click into this box to
down here to amend down here to amend choose a different
font style font size colour

If you click on the Link Style tab, you can amend the text
colour for all of your hyperlinks in your form, by clicking into the
box, then clicking on a colour.

Forms Tab

Click on the Forms Tab.

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Under the Forms tab you have several options – Buttons, Buttons hovered, Field Labels, Field
Text, Required, Required Legend, Help Text and Errors. Again, a red box will appear on your
form, showing you which area of your form you are amending, as you amend different areas.

If you click on the Buttons tab, you can change the background
and text colour of the buttons in your forms by clicking into the box,
then clicking on a colour.

If you click on the Buttons Hovered tab, you can change the
background and text colour of the when you move your mouse
pointer over them in your forms by clicking into the box, then clicking
on a colour.

If you click on Field Labels, you can amend the style, size and colour of the text above each form
field. (For example, "Email Address" and "First Name")

Click on the drop- Click on the drop-down Click on the drop- Click on the drop-
down here to amend here to amend the font down here to amend down here to change
line height style font size font colour

When you click on the Field Text tab, you can amend the font style
and colour of the input fields on your form.

If you click on Required tab, you can change the colour of the
required asterisks (if you have made any of the fields on your form
required fields). You can also use the drop-down to show or hide this.
If you haven’t made any fields required fields, and you want to, go
back to the Build It tab, select a Field and on the right-hand side
(in the Field Settings) put a tick in the Required Field Checkbox.

When you click on the Required Legend tab, you can choose whether to show or
hide the required field instructions. Again, a red box will indicate where you are
making changes –

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 If you click on Help Text tab, you can change the colour of the
help text that displays when a subscriber clicks on a field.

And finally on the Forms tab, if you click on the Errors tab, you
can amend the text colour and font weight (either bold or normal) of
the warnings that appear if invalid data is entered.

If you click on the MonkeyRewards tab,

you can choose which Mailchimp logo you want displayed and where you want it aligned.

Translate it

Now, if you click on the Translate it tab at the top of the screen, you can choose whether or not
to put a tick into the Auto-translate checkbox.

Putting a tick in this box will allow Mailchimp

to try to automatically switch the language of
your form to match the language specified by
the user's browser.

Hopefully you now have a form you are happy with, and you can now go ahead and embed it on
your website or share it on social.

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Step 10 - Sharing Your Form on Facebook

 Note – If you want to embed your form on your Facebook page, you will need to
integrate Facebook and Mailchimp. Instructions for this are found in another download –
Connecting Mailchimp and Facebook. The following instructions allow you share a link
to your form in a Timeline post in Facebook.

Click on the Audience tab.

If you have more than one audience, click the Current audience drop-down and choose the
audience you want to work with.

Click on the Manage Audience drop-down arrow on the right-hand side of

your screen and choose Signup forms.

Click on Form builder.

Click on the Facebook icon.

(If you're not already signed into Facebook, you'll be prompted to log in.) In the Facebook dialogue
box, click on the drop-down arrow menu and choose which page you want to post the signup
form link.

Type in any additional text to share in the post, then click on Share Link.

The link to your signup form will then appear as a Timeline post on the page you specified.

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Step 11 - Sharing Your Form on Twitter
To tweet a link to your signup form, click on the Audience tab.

If you have more than one audience, click the Current audience drop-down and choose the
audience you want to work with.

Click on the Manage Audience drop-down arrow on the right-hand side of

your screen and choose Signup forms.

Click on Form builder.

Click on the Twitter icon.

In the Twitter window, type in any additional text to

appear with the shortened link. Click Tweet.

(If you're not already signed into Twitter, type in your

username/email or phone number, and password, then
click on Log In and Tweet.)

You will then see a confirmation message –

You can click on the link to view it on Twitter.

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Step 12 - Sharing Your Form with a QR code
Mailchimp generates a unique QR code for each of your signup forms, so you can then display a QR
code in your printed materials (for example on a business card, on flyers, leaflets, guider user
guides and manuals). Potential subscribers can then use their mobile devices to scan the code and
view your signup form. Click on the Audience tab.

If you have more than one audience, click the Current audience drop-down and choose the
audience you want to work with.

Click on the Manage Audience drop-down arrow on the right-hand side of

your screen and choose Signup forms.

Click on Form builder.

Click on the QR icon.

The Subscribe Form QR code dialogue box will then appear -

Click on Small, Medium, or Large to choose the size of image you

want to download. (Alternatively, if your QR code doesn't download
automatically, right-click the image, and save it to your computer).

You can now put your QR code that links to your signup form on your printed materials.

© Just Click Here November 2019 25

Step 13 - Sharing your Form on Your WordPress.org Website
There are several ways of doing this. You can either install a signup form plugin which links your
Mailchimp and WordPress accounts, or you can embed the code directly.

Embedding the Code

Click on the Audience tab.

 Note – If you have more than one audience, click the Current audience drop-down and
select the one you want to work with.

Click on the Manage Audience drop-down and choose Signup forms.

Click on Embedded forms.

The following will appear –

Choose a form type – either Classic, Condensed,

Horizontal, or Unstyled

Then, highlight all the code in the

Copy/paste onto your site box by clicking
on it and press Ctrl+C.

Navigate to your WordPress website admin panel and paste the code where you want the form
located on your website. So, for example, I created a
new page and pasted the code into it –

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Using a Plugin (List Subscribe for WordPress)

Create an API key

You need to generate an API key to link the plugin in WordPress to

your Mailchimp account. API keys grant full access to your Mailchimp
account and should be protected the same way you would protect
your password. To do this, in Mailchimp, click on the drop-down
arrow next to your account name in the top right-hand corner of
your screen and choose Account. Then, click on the Extras drop-
down menu and choose API keys.

Click on the Create A Key button.

Make sure you name your key, by clicking on the label and typing in a short description, so you
know which application uses that particular key.

Disable an API key

Click on the drop-down arrow next to your account name in the top right-hand corner of your
screen and choose Account. Then, click on the Extras drop-down menu and choose API keys.

Locate the API key you want to disable, then toggle the slider in the Status column to disable
it.

In the pop-up dialogue box, click on Disable.

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You will then see a confirmation message

Installing the Plugin

“List Subscribe for WordPress” allows you to add a

Mailchimp signup form widget to your WordPress site. To
do this, log in to your WordPress Admin Panel, then
in the navigation panel on the left, click on Plugins, then
choose Add New.

Search for the Mailchimp List Subscribe Form and

click Install Now.

It will then install.

Click on Activate.

You will then be taken to your WordPress plugin screen where there will be a confirmation message
that the plugin activated.

Click on Settings underneath your Mailchimp plugin.

The following will appear –

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Paste your Mailchimp API key (see instructions above, if you haven’t already generated one) into
the field labelled Connect the Mailchimp, and click on Connect.

The following will appear -

Click on the Select A List drop-down arrow, and choose which Mailchimp list to connect to.
Then click Update List.

Then, customise your form settings. After

making any changes in each section, you must
click on the Update Form Settings button
underneath that section.

After you have customised the form, click on Appearance, and

choose Widgets.

The Mailchimp Widget should be visible -

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Click on the drop-down arrow next to
Mailchimp Widget and decide where you
want this widget to appear, then click Add
Widget.

Your Mailchimp widget should now appear

on your website.

To delete the List Subscribe plugin for WordPress

In the WordPress Admin area, go to Plugins then click on Installed Plugins.

Scroll down to Mailchimp, and click on Deactivate.

Once the page refreshes, scroll down to Mailchimp again, and click on Delete.

On the Delete Plugin page, click Yes, delete these files.

The List Subscribe plugin has now been deleted.

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Appendix - Login Verification in Mailchimp
Occasionally you will be asked to verify that’s it is you who is using Mailchimp. If you see the
following screen -

Click on Send Email Code. The following will appear:

Access your email, there should be a message from Mailchimp. Open the message, then select
the code and press Ctrl+C.

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Go back to Mailchimp. Click into the verification box and press Ctrl+V.

Click on Submit Verification.

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