How to set up a MailChimp Campaign (newsletter)

In recent months, we have seen MailChimp updates is platforms visual presentation on where things are located. To assist you in setting up a simple campaign, here are some instructions. By the end of this article you will be able to effectively, create your campaign and send it to your subscribers list.


Sign into your MailChimp Account.

Upon entry your screen will look something like this.

To create a simple email newsletter to your audience, you will be creating a campaign.

There are 2 ways you can start this.  Either 1) click the button on the top right corner that says CREATE CAMPAIGN, or 2) go to your CAMPAIGNS menu on the top left hand side.

For this article, I’ll be using the CAMPAIGNS menu.

Click on the CAMPAIGNS menu tab.

In this screen, you’ll see a directory of folders “Recent, Ongoing, Draft, Completed”. These are where your campaigns will be sorted, depending on what stage they’re at, or what function they’re carrying out.

Recent– is the most recent campaigns you’re completed.

Ongoing– are your automated email sequences, such as those you’d use for an opt-in, or ecourse.

Draft– where your campaigns sit before they’re sent, so you can work on them.

Completed– where all finished emails are located.

On the top right can corner is the CREATE CAMPAIGN button. You will need to click this.

The following screen will pop up. You will need to click Create an Email.  (yes MailChimp now has extra awesome functions, such as creating Facebook Ads via your MailChimp account to grow your list, creating landing pages and creating postcards).

For a one off email to your subscribers, you will be creating a RegularCampaign. 

(If you were creating an email series, as mentioned above for opt-ins or courses, you would use AutomatedCampaign).

Give your campaign a name, eg: Newsletter #2 July 2018 (something that will enable you to identify it later should you need to).

The following screen will now appear.

You will need to click into each area to add those components.

Click on To ‘Add Recipients’ box.

Choose your list, by clicking the dropdown menu. If you have pre-set segments you can add these here. And click to Personalize the ‘To’ field, if you wish to say ‘Hi Anne’ at the start of your email, in other words personalise it to their first name, which is coding *|FNAME|*

Click Save.

Click on Add From

Enter in your details, if they don’t automatically appear.

Click Save.

Click on Add Subject button.

Add in your email subject heading. You don’t have to add in preview text (that’s optional).

Click Save.

Click on Design Email


For this article, I have chosen a layout basic template.

In here is where you can add in your headers/logo, and the content for your newsletter.

To set up your overall designs, click on the DESIGN tab, and you will see the options for formatting.

Once all done, you can then click back to the CONTENT tab to add your sections, images etc.

If you wish to send yourself a preview of your newsletter to see how it arrives in your inbox. Click on the Preview and Test menu.

You can either view it live on the site, or you can email yourself a copy. It is important to use an alternative email to the one you are sending from, otherwise it can cause it to trigger as spam which is what you want to avoid.

Once you are happy with your email, and are ready to send it.

Click on the SEND button or if you wish to schedule it to go at a later date or time, click SCHEDULE, then select date and time.

Once you email has gone, you will be able to review it in the COMPLETED folder, and see the statistic on how many open your email, what links were click, who unsubscribed, and many more beneficial statistics.

If you want to use the same email you’ve set up again for another email, you can click on the completed email and choose from the dropdown menu REPLICATE, then simply go in and edit it as you have done.

Not feeling keen to do this on your own, then please feel free to contact me to either outsource it or gain further training. 








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.

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