How to setup and use Mailchimp for email marketing

Mailchimp Email marketing is a great tool at your disposal to keep your potential audience engaged, promote your products or services, and drive traffic back to your website.

Getting started with email marketing does take a bit of time, but it’s well worth the effort. Also the sooner you get started, the more benefit you can get back from your email list.

In this tutorial i am going to explain how to install Mailchimp for your email marketing and show you how to install Mailchimp on WordPress. We can do this by following my 4 easy steps below.

1. Open a free Mailchimp account
2. Create a List on Mailchimp
3. Create a form for WordPress
4. Put the form in a sidebar widget on WordPress

Step 1: Open a free Mailchimp account

The first thing we need to do is head on over to Mailchimp

When the page loads you will see a big button saying “Sign Up Free” Click on this so we can get started.

You will then be asked to enter and email address along with a username and password box. Fill in the necessary details and click “Get Started” Note: Make sure to write down your details so you don’t forget them later.

If everything went fine you should get an email to your inbox with a link to activate your account.

activate mailchimp

Go ahead and check your email then click on the verification link. Your email should look similar to the image above. Just click the Activate Button.

It will then ask you to confirm you are a Human 🙂 Just click “I’m Not A Robot” and continue.

The next part is all about you. It will ask for your first and last name, business name, website address, home address, Country and a few other minor things. Once you get through that you have officially opened your Mailchimp account.

This area is the brain child of all your Newsletters and the place your email lists will get stored from people subscribing through your website forms and popups.

Step 2: Create a list on Mailchimp

What we want to do now is setup a list. On the top navigation click on “Lists” then when the page loads click on “Create List”

Give the list a unique name, for example if you plan on sending this list out to specific readers then try naming it something related to that.

Your “Default From email address” would be the email you intend to use, a good example would be your WordPress admin email or the one you signed up with.

“Default From name” use your own name or the business name here its really up to you.

Remind people how they signed up to your list, you can describe this however you like, please see the image below for demonstration purposes.

mailchimp list details

Below this you have some form settings which you can adjust yourself. Illustration below:

mailchimp list

Once happy with your information you can go ahead and click Save.

At this stage it should prompt you and say: Excellent! You have a brand new list. Your list is of course empty at this stage but with visits to your website your list will fill up with subscribers.

Step 3. Create a form for WordPress

If you click on Lists again on the top navigation and then click on your new list as shown below

mailchimp newlist

You will have a sub menu where you have an option of creating a form. Go ahead and click on “Signup Forms” Inside, you will see a list of methods to add your sign-up form to WordPress.

The easiest way to add your new form to WordPress is to choose the Embedded forms option. Mailchimp will then provide you with a snippet of HTML code, which you can add to WordPress: Don’t worry it is not hard to do.

So go ahead and click on Embedded forms.

mailchimp embedded form

In this area you can customize the look and feel of your form on the left panel by selecting and deselecting anything you want

For example if you type a different title in, it will show in the preview on the right side. If you click a box it will remove it from the form or press again to put it back on. This is how the form will look once we put it into your WordPress website.

So go ahead and play around with the form until you are satisfied how it looks. When you are ready we can move onto the next step.

Step 4. Put the form in a sidebar widget on WordPress

After you are happy making adjustments, if you scroll down below the Preview area there is a “Copy/paste onto your site” box with code in it. This is the code we will use on WordPress to show your form to people.

if you click anywhere in this box the text should highlight yellow. as shown below:

mailchimp code

If you press and hold the CTRL key on your keyboard and press C at the same time this will copy the code.

What we want to do next is login into our WordPress Dashboard and goto Appearance >> Widgets.

mailchimp wordpress widgets

Then scroll down and look on the left side for “Custom HTML” click on this and add it to your sidebar.

mailchimp custom html

It should then show you something similar to below:

mailchimp sidebar

Click into the Content Section below the title & hold down CTRL and at the same time press V. This will paste the code we copied earlier into the content box. Leave the title blank. and click SAVE.

mailchimp code embedded

If you now load your page with your sidebar on you should see your new signup form similar to the image below

mailchimp subscribe box front end

After you get used to doing this i would suggest going back to Mailchimp and setting up an email campaign from the campaign options. This way you can customize the thank you message for people signing up and also configure other options to get things exactly how you would like them.

That’s all there is to it. I hope you enjoyed this How to setup and use Mailchimp for email marketing Tutorial and found it useful in someway. Please leave a comment in the comments section below if you have time and why not Subscribe to our mailing list for more Tutorials and Articles, They are Free!

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