Creating a MailChimp Automation (automatic email series)

You want to create an email series that automatically sends out to your audience once a set trigger has been activated.

To use this function with MailChimp, you must have a paid account.

Here are your step by step instructions.

Step 1: Log into your MailChimp Account.

Step 2: On the top menu, click on Automation.

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Step 3: Click on Create Automation Workflow (located on the top right hand side of your screen).

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Step 4: Select your mailing list you wishing to have the email series linked to.

This is the database you want your sign-up details to be stored.

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Step 5: Select the style of email you’re creating. When creating an email series, select Educate Subscribers.

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Step 6: Set up your workflow details.

Enter in what you want to call your workflow.  Enter in who the email is coming from (name) and then your email address.

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Step 7: Set up your trigger for the email.

This can be someone signing up to the newsletter and the first email can be sent out immediately and the remaining to be sent out a certain number of days after.   You may also only want your emails to be sent out on certain days in the week.

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Step 8: Create your email series

When creating your workflow you can have as many emails as you wish for the series. Create your first email with your branding, and then replicate it to recreate the remaining emails in your series. And don’t panic you can go back and edit any of the emails in the series individually at any point whilst the workflow doesn’t have someone going through the series.

IMPORTANT NOTE: You can not adjust the workflow when it’s live and someone has signed up and is going through the email series.

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Step 9: Confirm your workflow

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Step 10: Now start your workflow

One of the most common steps missed is this last step. YOU MUST START THE WORKFLOW in order for it to start working when people activate the trigger.

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If you have any questions, please feel free to post them below.

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Published by

Anne Clark, a Virtual Assistant and online strategist. Anne guides and supports business women in their online content management (websites, social media, newsletters and blogging), and is a MailChimp and Evernote expert. Anne, is an owner of multiple businesses, and a mother of 3 young children knows too well the importance of being able to seamlessly manage and maintain a business and life. Anne is so excited to be able to combine her business expertise and life coaching skills to work with her clients to get the results they desire.

Comments · 7

  1. Oh you wonderful woman you! This is SO perfectly timed for me as I'm working on a new automated email series for subscribers. It's something I've been 'meaning' to find out about for ages but haven't (you know – that thing on the To Do list that keeps getting bumped? This has been that thing for me). I'm so grateful to you for sharing this really helpful information. I'm excited to get started on this project now (and that MailChimp isn't such a scary monkey after all)! 🙂

  2. Hi Anne, great post!
    May I check, I know I can’t change the workflow once it is live. However, can I edit the content in an email once live, with people going through the sequence?
    Many thanks
    Kylie

    1. Hi Kylie, unfortunately no – you can’t make any edits whilst the workflow is live and people are going through the sequence. Anne

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