How to create a Campaign using Mail chimp for the first time

You have an email database and need help with email marketing? Well, below is a breakdown of how to create a campaign using Mail Chimp for the first time. I have had many of our clients ask about ways to send out an email to their database of contacts without using gmail or outlook to do so. I always recommend Mail Chimp to start with!

3 reasons I recommend Mail chimp:

  1. Easiest email marketing system with limited features, perfect for beginners or intermediate users.
  2. FREE for up to 2,000 subscribers or fewer subscribers across all lists in your account, you can send up to 12,000 emails per month.
  3. It tracks the location of your subscribers when they open the email, to help you segment going forward.


Firstly, before an email can be sent you need to have your list of people to send it to. If you have an mail signup form on your website or blog chances are you already have a list started with mail chimp.  Depending on what service or products you provide, I always recommend creating multiple list. E.g., you can create a list only for local clients and another for online clients.

  • First navigate up to “Lists” at the top. Then click “Create List.”


  • Next, fill in the details for your list, on the form as shown below!

How to create a Campaign using Mail chimp for the first time


If you already have an existing database that you’d like to add to Mail chimp, then follow these steps:

Create a spreadsheet with your database, putting the information in the following 3 columns: Email Address, First Name, and Last Name. Use Microsoft Excel or Google Sheets and save as a comma separated value (CSV) file.

How to create a Campaign using Mail chimp for the first time

Now to setup a Sign Up Form you can do so using the Form Builder. The Form Builder is made of three main tabs, Build it, Design it, and Translate it, which you’ll use to customize all your forms, signup response emails, and miscellaneous landing pages. Here’s a brief overview of how things work: (Video from to create a Campaign using Mail chimp for the first time



It is important to share the signup form to as many communication channels as possible. E.g. Website, Social Media Accounts and even via QR code (which can be attached to your email signature).  That was people can easily find your newsletter and sign up for your list.


Watch the attached video for step by step process on how to get the embed code for your website. If you are using WordPress paste the embedded form in any HTML-ready area of your site, like Posts and Pages, or in Text widgets.

How to create a Campaign using Mail chimp for the first time


Easy so far, right? Now, let’s create a campaign.

  • Navigate to the Campaigns page. Click Create Campaign.
  • When the drop down appears, select Regular Ol’ Campaign. (Tip: Every email counts as one campaign).
  • Next select which list (email database) you’d like to send your email to. Once you’ve chosen your list, select Next Step.

On this screen you will fill in the details for your email, including the sender name and email address, email subject line, etc.

Important: You need to develop your email subject. DO NOT SKIMP ON THIS STEP. Make a great subject so that recipients open your email!

The subject should…

  • Be specific to what the email is about.
  • Give the recipient an incentive to open your email.
  • Create a sense of urgency.
  • Be funny, cool, engaging, witty, enticing, etc.

Questions are fantastic to pique readers’ attention. Just make sure to avoid all caps (looks spammy) and using the word “free,” as it tends to trigger spam filters. You can also try A/B testing to see what kind of response you get to different subject lines. (This is a free feature 🙂 use it) Tip: Mail Chimp saw open rates as high as 93% when clients spent more time developing engaging subject lines.

  • Next, select a template for a layout you want your newsletter to be in. Think about what your newsletter will include and select a template that works best for those things. For example, if you’ll be sharing links to blog posts, you may want to include a template that allows you to add images with a short description. It’s time to explore your creative side.How to create a Campaign using Mail chimp for the first time
  • Once you’ve selected a template, you can begin adding elements and content to it. You’ll also notice a bunch of neat options on the right, like buttons, dividers, etc, which can easily be dragged and dropped into your newsletter.

How to create a Campaign using Mail chimp for the first time



  • I strongly recommend clicking “Save as Template” at the top. That will make it super easy to select your custom template in the future so that you don’t need to create a new one every time you send out a campaign.
  • Remember the Christmas twister,”Make a list and check it twice”? This is a good time to put that into play. Make sure there are no typos, all links are active and not broken and any promotion dates you have are in the current day and year and not in the past. Click “Next” at the bottom after checking and there are no errors.
  • Hit “send,” which will send it out immediately, or you can schedule it for a date and time in the future. That is it!

Hi Five Pal. You just learned how to rock your email newsletter like a boss. If you need help getting set up or integrating Mail chimp with your website, or if you’d like an email template built for your brand/business, please do not hesitate to get in touch!.

Have questions about setting up your Mail chimp account and sending your first campaign? Please comment below or send us an email at!

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