This is a complete MailChimp guide.

In this guide, you’ll see why MailChimp owns 62.23% of the email market share?


Here you will see the complete journey of Mailchimp.


You will learn


  • About the Mailchimp
  • How to use each feature
  • Brand using Mailchimp
  • And lots more


So if you want to see Mailchimp from inside then this guide is for you.

Let’s begin the show.




Intro to Mailchimp


Intro to mailchimp
  • Save


Mailchimp is an all-in-one marketing platform for small businesses.

Founded in 2001 by Ben Chestnut and Dan Kurzius.


It is the world’s largest marketing automation platform that helps small e-commerce businesses to big retailers, mobile and web apps, startups, and restaurants.


Mailchimp helps to reach your customers in many ways such as.


  • Email
  • Social Media
  • Landing Pages
  • Digital Ads
  • Postcards
  • Lots more


Mailchimp offers a complete list of the automation tool that is required for your business.

Let’s see the short story of Mailchimp.


mailchimp infographics
  • Save


This was a quick overview of Mailchimp.

Let’s jump more deep inside it.


Marketing Platforms


As you know Mailchimp is an all-in-one marketing platform that helps different types of businesses to grow and expand.

It has everything that many businesses wish to have on one platform.


To grab the attention of people and to manage them, it has a complete CRM for managing your audience.



This CRM has many different tools to manage your audience.


We will see all those tools in the below section.

The next feature of this tool helps you to build your brand on the web.


With the help of Mailchimp, you can showcase your brand with confidence.



To build a brand with MailChimp it has a vast list of many tools and features, which we will see one by one in the below sections.


Now let’s take a look at another tool of the Mailchimp.


This tool helps you to create campaigns that reach people where they are.

Reaching your audience has become easier with multichannel campaign tools.


We will see every tool and learn how to use them one by one.


The next tool that comes in is the insight tool.

Analytics tools are the main part of any marketing tool.


Without this tool, it will be very hard to analyze the results of your campaign.


You will never know if your campaign will be successful or failed miserably.

These are all the tools of MailChimp that are divided into different platforms.


Let’s see how much this all-in-one marketing tool will cost you.





These are the plan for the services Mailchimp provide to their customers.

Plans are divided into four sections.


Premium, standard, essential, and free.

You can sign up with a free plan but you will get limited features with the plan.


But anytime you can switch your plan and start using new features that plan has.


mailchimp pricing
  • Save


To subscribe to any of this plan you can use your credit cards, Paypal, and direct debit card.


If you like to pay as you go, then there is an option of buy credits.

Each plan has it’s own features, some have less and some have more.



Decide your plan according to your budget.

And get ready to set up your account on Mailchimp.


Account Setup


Visit Mailchimp, and from the right side of the corner click on the “Sign Up Free” button.

You will be redirected to the signup page.


welcome to mailchimp
  • Save


After entering all your detail, click on the “Sign up” button.

Within a few seconds, you will receive an activation email. Click on the “Activate Account” button.


Then you will be redirected to the plan page. Choose the desired plan and click on the “Complete” button.


mailchimp account setup pricing
  • Save

Now you will be redirected to the account setup page. Where you have to give details about you.


Like your first name, last name, business name, website address if you have, and your current address.

Once you have completed all the questions during the account setup.


You will be redirected to the dashboard.


mailchimp dashboard
  • Save


The dashboard you will get after completing your account.

You can go to create, audience, campaigns, and so on through the navbar of the dashboard.


From here let’s see each feature of MailChimp one by one.


Create Email


This is the first option of the dashboard navbar.

When you will click on the “Create” option, you will see the many more option through the dropdown menu.


create drop down menu
  • Save


You can see different options below the “create” menu such as email, automated email, email template, landing page, social post, survey, contacts.


Let’s first explore the Email option, and see what you can do with this.

When you will click on an email, a pop up will appear.


This popup is divided into three tabs.


  • Regular
  • Automated
  • Plain-text


Let’s see what each tab does.


Regular Email


create regular email
  • Save


Here, you have to give a name to your email campaign.

And click on the “Begin” button to move on further steps.


Begin creating regular email
  • Save


As you move further you have to compose your email.


Choose your audience list to whom you want to send your message through the “Edit Recipients” button.

Give an eye-catching subject line to your email.


Select an appropriate design for your content by clicking on the “Design Email” button.


select a email template
  • Save

As you can see in the above image, there are two types of layout.


  • Featured
  • Basic


You can choose any template that suits your campaign.

As a free version, you will get only two templates unlocked and rest will be locked.


  • Sell products
  • Make an announcement


Now I am clicking on the “Sell products” featured layout.


sell products featured layouts
  • Save


You can see an editor that helps to edit this layout template.

You can add text, images, videos, products, and link your social media profiles.


Use drag and drop the block to add extra stuff to your email template.


Through style panel, you can edit the styles of page, header, body, footer, and so on.

Change color, size, height, font, and alignment. It’s your wish.


You can get feedback on this campaign.

Whenever your customer will reply to this email, their comments will appear in the comments section of this campaign.


Through the navbar, you can preview the final result of your template, and send a test email.


Recheck all your links and preview how your campaign will look like on social media cards.

After creating an attractive and beautiful template for your campaign, click on the “Continue” button.


You will be redirected back to the page from where you have started.

From the top right, you can click on the “Send” button if you want to start sending this email campaign immediately.


Otherwise, click on the “Schedule” button to schedule the date and time to start this campaign.


schedule your campaign
  • Save


This is the way of creating and send a regular email with Mailchimp.

As well as you can share your campaign with the share link.


Let’s move on towards automated email in this MailChimp guide.



Automated Email


This email is that type of email that is sent automatically based on the triggers that you choose.

Let’s see how to create an automated email.


Each trigger is divided into one separate category.

Let have a look at each trigger one by one.



Featured triggers


These are the list of automated emails that MailChimp audience uses the most.

That’s the reason why it is featured.


featured automated email
  • Save


Featured email is the combination of all the automated emails from different sections.

The different sections are “Tags“, “Subscriber Activity“, “E-commerce“, “Date Based“, “API“.


Let’s see every automated email triggers one by one.



Tag triggers


This email will be sent to your subscribers when you will tag them. Until then it will be not sent.


Tags automated emails
  • Save


Subscriber activity triggers


This email will be triggered when you want to interact with your subscribers when they do some activity.

And these activities are.


  • Introduce yourself to people when they sign up for your audience.
  • To send an email when a subscriber joins an audience group.
  • Send a warm welcome message to people who join your audience through a pop-up form.


Subscriber activity automated email
  • Save


E-commerce triggers


All these automated emails will be triggered by your e-commerce store audience.

You can set an e-commerce automated email whenever you want to engage with your e-commerce store audience.


  • Say thanks to your customers when they make a purchase.
  • Share offers with your customers.
  • Send a reminder about the product they saw on your site.
  • Send a reminder to the audiences who leave your site without checkout.
  • Send notification to your audience about receipt and shipping updates.
  • Ask customers to review a product they bought recently.
  • Reach out customers who haven’t bought anything in the past.


E-commerce automated emails
  • Save


Date-based triggers


These automated emails are sent based on the date and time which you will decide.


  • Send an email based on when subscribers join your audience.
  • Send messages based on the birthday of your audience
  • Send a one-time message based on a specific date.
  • Send a message to your audience based on recurring dates.


Date-based automated email
  • Save


API triggers


You can trigger any of your email campaigns with the help of API.

That’s why this separate section of API has been created to trigger all other email campaigns.


  • Trigger an email series with an API call.
  • Trigger an email series when a specific event happens.


API automated email
  • Save


These are the list of all automated emails that you can trigger based on the action of your audience on a specific date and time.

You don’t have to create an email campaign as a regular email for every task.


Choose any of the required type of email from automated email and automate the task.


Now let’s jump on to the next list of the create a drop-down menu.

And that is “Email Template“.


Starting point of email template
  • Save


Mailchimp has many email templates to choose from for your email marketing campaign.

These templates are ready-made email designs that you can choose according to your requirement.


Take a closer look at one of these email templates into the editor page.


Template editor page
  • Save


Your email is already created, edit the text, add some stuff, and ready to send.

An email template saves your time a lot and is quick to send to your audience.


You can save your template and use them anytime for your campaign.


Templates page
  • Save


Next comes the “Landing Page” in the create drop-down menu.

Let see what it does?


Landing page
  • Save


You can create a landing page to collect new contact, promote a product, or offer a discount.

Enter a landing page name, choose your campaign, and hit the “Begin” button.


You will be redirected to select the template page.


Select a template page
  • Save


Choose the most suitable template for your campaign.

To demonstrate further steps, I am choosing the “Lead Generation” template.


Lead generation page
  • Save


You can customize the template with the help of “Block” and “Styles“.

After editing your template, you can preview your landing page on desktop and mobile.


Once you feel satisfied with the template then click on the “Save & Close” button.


Publish landing page
  • Save


You will be redirected to the “Ready to publish” page.


Recheck all the information you have provided earlier and if find something is wrong then click on the “Edit” button.

If everything is perfect then click on the “Publish” button.


Now your landing page is ready to be shared with other peoples.


This is how you can promote your brand with the landing page.

Now let’s see how you can create social media posts for your landing page campaign.


You can create a social post by going through “Create” a drop-down menu.


Create a social post
  • Save


With the social post, you can share and track your post on Facebook, Twitter, and Instagram.

After entering a name for the campaign. Click on the “Begin” button.


Mailchimp will ask you where you want to share your post?

Choose your desired social media platform. And click on the “Save & Continue” button.


Select social network
  • Save


Design your post, add title and image on it.

You can add more than one image to your post.


Design your post
  • Save


After adding an eye-catching title and image to your post.

Click on “Save & Continue” to review your post.


Review your post page
  • Save


Now you can publish your post or can schedule it for later.


This is how you can share your post on social media platforms.

Now let’s see the survey in the list of create a dropdown menu.


The survey helps you to get insights by collecting feedback from your audience.


This is how you can create a survey for your website.

Click on “Survey” from create a dropdown menu.


Start mailchimp survey
  • Save


Select your audience for your survey. And click on the “Begin” button.

Let’s build your survey page will appear.


Click on the “Add Questions” button to add questions for your survey to get started.


Build your survey
  • Save


You have different ways to ask questions from your audience about their interest, experience, likes, and dislikes.

Use radio buttons, checkboxes, 0-10 score range, open text box, and email.


You can go with any of the options that suit your campaign.

And move on to the next step.


Add question for the survey
  • Save


For the demo purpose, I have chosen radio buttons as an answer type for my survey questions.

Name your survey and add your question that you would like to ask your audience.


You can add as many options as you wish for your question by clicking on the “+” button.


Ask questions for the survey
  • Save

Once you are ready with all your questions and answers.

Customize your survey page by clicking on the Design navigation tab on the top.


Show custom messages to your audience when they submit your question.

You can also add branding and styles to your page.


Design your survey
  • Save


When you are satisfied with your desired survey design and questions. Hit on the “Save & Close” button.


Now your survey page is ready to be shared.

Copy the survey URL from the hosted survey section.


You can share your link on Facebook and Twitter too.


Share your survey
  • Save


Through Mailchimp, you can successfully start a survey to ask your audience what they think and want for your brand.

Next is the contacts in the create drop-down menu list.


You can add new contacts as the audience by uploading a spreadsheet, copy/pasting, and importing from other services such as Google Drive.


Once you click on “Contacts“, Import Contacts page will appear.

Choose an option how would you like to import your contacts.


Import your contacts
  • Save


As for demo purposes, I have selected the “Copy and page” option.


Copy and paste your contacts
  • Save


Paste all your contacts from a spreadsheet as it is shown in the input box.

You can see in the above image.


Once you have added organize your contacts based on the status of your audience.


Organize your contacts
  • Save


As well as you can organize your contacts by adding a tag to it.

The tag could be one word or phrase that is understandable by you.


Tag your contacts
  • Save


After importing, organizing, and adding tags to your contacts, match your all contacts columns with the contact information that is imported.


When everything is ok, review and complete your import by clicking on the “Complete Import” button.


Review and complete your import
  • Save


Till now you have seen how to create marketing campaigns with Mailchimp.

Now let’s see how you can manage all your audience in one place.


 Manage Audience


Click on “Audience” from the top navigation bar of your dashboard.

A drop-down menu will appear, which lists the number of things that can help you to manage your audience.


Let’s see one by one how you can manage your audience.


Audience drop down menu
  • Save


By clicking on “Audience Dashboard” you can see how your audience is growing.



You can see the recent growth that shows the new contacts added to the audience list in the last 30 days.


Audience dashboard
  • Save


You see your audience locations, gender, age, and how often they open and click your email.

Every detail that you wanted to know can see on the audience dashboard.


When you move further in the list of the dropdown menu, you will see “All Contacts“.


Mailchimp audience page
  • Save


Through the “All contacts” page you manage all your contacts.


Edit contact, unsubscribe, resubscribe, archive, and add or remove from VIP.

By clicking on “Export Audience” you can export all your contact as CSV file.


Now let’s jump on to popup forms.


Mailchimp signup forms
  • Save


With the embedded pop-up form you can create any type of form to capture the attention of your audience.

Gain more subscribers by integrating amazing pop-up forms on your site.


To integrate the form on your site, click on pop-up forms from the audience dropdown menu.

Choose the type of form, you want to implement on your site.


First, you can build your form with a form builder.


Mailchimp sign up form builder
  • Save


With the form builder, you can completely customize every field of your form from the name, address to the phone number.

You can also change the background color and text styles of your forms.


Change the language of the form with the user’s browser language.

Share your form on social media or send a URL to your audience.


Choose how to react when the form is submitted by the user with response emails.


This is how you can build a form with a form builder.

Now let’s build another form with embedded forms.


Mailchimp embedded forms
  • Save


Embedded forms are the HTML generated form that you have to copy and paste code on your site.

With the embedded form, you can edit the code of the form as your wish.


Change the view of the form from classic to condensed, horizontal, and unstyled.

Use your custom CSS for your form.



This is how you can integrate the embedded forms on your site.


Next is the most popular type of form that is used by almost every website to grab subscribers.

That is a subscriber pop-up form.


Pop-up form builder
  • Save


This Pop-up form is displayed on your site when your audience exists, enters, and scroll the page of your site.

You can choose a different position for your pop up form. i.e Slide or Modal



Show the pop-up form to your audience immediately, after 5 or 20 seconds or when your user reaches the middle or end of the page.


You can completely customize the entire form with style and layout sidebar panel.

Let’s move on to the next Mailchimp form option.


Sign up form integrations
  • Save


With form integrations, you can create signup forms using different forms creating services like Wufoo forms and Squarespace forms.


Build and grow your MailChimp audience list by integrating different forms on your site.

This is how you can integrate Wufoo forms with Mailchimp.



And this is how you can integrate your Squarespace with Mailchimp.



Currently, you can integrate two services with Mailchimp for now.

Here is the end of pop up forms making with Mailchimp.


As you move further in the audience navbar dropdown menu you will see tags, segments, surveys, and conversations.


All this page is the separate dashboard for every task you have created with the create navbar drop-down menus.


Tags overview page
  • Save


With the tags page, you can manage, rename, and delete all your tags of your audience.

Send emails based on tags to your audience.


With the tags page, you keep an eye on every tag you have created or wanted to create.


Manage segments page
  • Save


Next is the Segments page.

With this page, you can create segments to target subscribers by location, engagements, activity, and more.


As well as you can see all your saved segments on this page.


Create a segments
  • Save


Create segments for contacts that match your conditions or email address.

With segments, you can generate personalized messages based on your user behavior.


And most email subscribers love to get personalized messages from there brands.

Take a look at how effective you can create email marketing campaigns.


Preview overall surveys
  • Save

Next is the survey option in the audience navbar drop-down menu.

This page shows you the list of all the surveys you have created for your audience.


You can edit, delete, and can create a new survey from this page.


Till now you have seen how you can manage all your audience through the “Audience” top navbar drop-down menu.

Now let’s jump on to the next navbar menu. The “Campaigns“.



Track Campaigns


With campaign top navbar dropdown menu you can view and manage all your campaigns at one location.

Everything that you have created with Mailchimp can be viewed on this page.


Campaigns drop down menu
  • Save


You can see all the campaigns navbar dropdown menu options.

See all your campaigns, email templates, and reports with one drop-down menu.


Let’s first see the “All campaigns” page.


All campaigns page
  • Save


Through this page, you can see all your campaigns by status and view types.

See all your active and draft campaigns.


Edit or delete your campaign one by one or all at a one time.

Watch each campaign visit, opens rates, clicks rates, and growth of subscribers one by one in a list.


Next is the “Templates” in the list of campaign navbar drop-down menu.


Preview overall templates
  • Save

With the templates page, you can see all your saved email templates on one page.

Through the template page, you can create a new template, preview an old template, export as HTML, replicate and share.


Edit or delete your old template from one place through the templates page.

Now let’s see the next option of campaign drop-down menu and that is the “Reports“.


Single welcome email report
  • Save

This is the report page of the campaign that shows the complete progress data of the campaign.

You can see how many audiences have subscribed to your email list.


How many numbers of emails are sent, it’s open rates, click rates, and more. Try A/B testing to improve the click-through rates of your emails.


You can see your monthly campaign performance with a chart that updates daily.

As well as you can download, print, and share your reports.


In this chapter of this Mailchimp guide, you have seen how you can track all your campaigns and analyze the progress of the campaign with reports.


Now let’s move on to the next chapter.


Automate Task


You can get rid of all your manual jobs for grabbing subscribers on your site with MailChimp automation.

To automate the entire marketing, you have to navigate through the automation navbar drop-down menu.


Automation drop down menu
  • Save


The customer journey is the first option in the list of the “Automation” navbar drop-down menu.

This page helps you follow a certain path that leads to the conversion you want to have with your contacts.


You don’t have to think and plan much for grabbing the attention of your audience and convert them into loyal contacts.


Explore customer journeys
  • Save


With the customer journey page, you can choose a starting point from anywhere for your business.

See all your journey at one place and explore more with the explore tab.


Now let’s see the next automation feature of Mailchimp. The “transactional email”.


Transactional email
  • Save


Transactional emails are especially suited for e-commerce stores. Because these emails are sent to one recipient triggered by his/her action.

Notification messages are an example of transactional emails.


Transactional emails are not part of your Mailchimp subscription plan, its an add-on to your standard plan.


To activate transactional emails you have to purchase the blocks of transactional email.

This was the transactional email, now let’s see the “Retargeting ads“.


Create Facebook Instagram Ads
  • Save


With the help of Mailchimp retargeting ads, you can capture the attention of your audience with the help of Facebook/Instagram Ads and Google Ads.


With Facebook/Instagram Ads you can reach your specific contacts, find new ones, or target your site visitors on these social media platforms.


And with Google Ads, you can display your brands on different sites and their ad networks.


Create Google Marketing Ads
  • Save


With Mailchimp Retargeting Ad you can target all your contacts and audience on these social media platforms ( Facebook/Instagram ) and most dominated search engines on the web ( Google ).


Now let’s automate “postcards” with Mailchimp.


Create a postcard
  • Save


With the use of postcards, you can share promo codes, announce an event, or send a friendly message to your contacts.

Click on postcards from the automation navbar drop-down menu.


Send recurring postcard
  • Save


Design, print, stamp, and mail postcards to people in 27 countries around the world for as little as $0.75 a card.

You can send a postcard to your contacts in three ways.


  • Create a simple postcard campaign and send it manually to each of your contacts
  • Schedule a recurring postcard campaign to send your contacts at regular intervals
  • Send a postcard to your shoppers to get back to your store.


Schedule postcard
  • Save


To send any of the above postcards, create a new postcard campaign with the campaign name and click on the “Begin” button.

Add recipients to your contact and design your postcard look.


Add content to postcard
  • Save


Add a front image, and logo on the front of the postcard. And add heading and body on the back of the postcard.

Once your postcard is ready to send, start sending your postcard by clicking on the “Start Sending” button from the top corner of the page.


Build a Website


In this chapter, you will see how you can create a website with Mailchimp.

You can create and manage a website that built with marketing tools.


This is another feature of the Mailchimp.


Website drop down menu
  • Save


You can create and manage a website that comes with a built-in marketing tool.

Click on “Website” from the website navbar drop-down menu.


Create new website
  • Save


Enter the appropriate name for your website and click on the “Edit My Site” button.

Edit the entire page of your site.


Edit your website
  • Save


Add logo, pages, links, change color and text, buttons, and more.

When you are happy with your website, then click on the “Publish” button.


Publish your website
  • Save


Now your site is ready and it is online.

To preview your site, click on the site image from the right side of the page.


You can also use a custom domain for your website.

Connect and verify your domain from the “Domain” page.


Click on the domain from the website navbar drop-down menu.


Domain overview page
  • Save


Verify your email domain to use as a from address when you send emails and automation.

And connect your domain to give your landing pages and website a more professional look.


As well as you purchase a domain with Mailchimp.



Connect Mailchimp


You can increase the level of Mailchimp marketing tool by integrating advanced marketing tools with Mailchimp.

Integrate e-commerce, design, website builder, and many more tools.


Mailchimp Integrations
  • Save


The more advanced your marketing tool is, the more growth your business will have.

The above image shows the complete list of tools that can be integrated with Mailchimp.



Brands Using Services


Mailchimp is a 19 years old marketing tool.

And according to stack share, 7189 companies use Mailchimp for marketing their businesses.


And these are a list of a few of them.


Brands using mailchimp services
  • Save

Source: StackShare




So, here is the end of the Mailchimp: The Definitive Guide.

Mailchimp can completely automate marketing for your business.


This guide showed you all features of Mailchimp.

It’s on you how effectively and efficiently you use the features of this tool to market your business.


Let me know which feature of the tool do you like the most and why?

Mention your thoughts in the comment section below.