Creating a Welcome Email Automation in Mailchimp

Julie Ogilvie

Created Dec 04, 2023

Creating a Welcome Email Automation in Mailchimp

17
    u

Login to your Mailchimp account

22 Steps
1

Click on Automations Overview

Click on Automations Overview
2

Scroll down to Pre-Built Journeys and select 'Welcome New Contacts'

Scroll down to Pre-Built Journeys and select 'Welcome New Contacts'
3

Click on Use this journey

Click on Use this journey
4

Confirm the audience you would like to use with this automation and click on Continue

Confirm the audience you would like to use with this automation and click on Continue
5

If you'd like to include subscribers that you upload to this audience, click on 'Contact signs up to  All Subscribers'

If you'd like to include subscribers that you upload to this audience, click on 'Contact signs up to  All Subscribers'
6

Check Include imported contacts

Check Include imported contacts
7

Click on Save Starting Point

Click on Save Starting Point
8

Click on Create an email…

Click on Create an email…
9

Edit the name of your Welcome email to make it your own.

Edit the name of your Welcome email to make it your own.
10

Click on Save

Click on Save
11

Click on Edit to make sure your emails will be sent by the address you want to send from.

Click on Edit to make sure your emails will be sent by the address you want to send from.
12

Click on Save

Click on Save
13

Click on Edit to modify your subject line

Click on Edit to modify your subject line
14

Add a personalized subject line

Add a personalized subject line
15

Add the Preview Text (try to entice the reader to open the email)

Add the Preview Text (try to entice the reader to open the email)
16

Click on Save

Click on Save
17

Next select which email builder you'd like to use. If you've already created an email template, be sure to select the same builder you used to make your template.

Next select which email builder you'd like to use. If you've already created an email template, be sure to select the same builder you used to make your template.
18

Choose the template you'd like to use if you're creating an email from scratch.

Choose the template you'd like to use if you're creating an email from scratch.
19

Edit your email to include the messages you want it to include and when you're done, click on Save and Return to Journey

Edit your email to include the messages you want it to include and when you're done, click on Save and Return to Journey
20

If you are still using a free account, you will need to upgrade to take advantage of Automations. Click on Start a free trial to continue

If you are still using a free account, you will need to upgrade to take advantage of Automations. Click on Start a free trial to continue
21

Select the plan that makes sense for you and follow the prompts to add your payment information.

Select the plan that makes sense for you and follow the prompts to add your payment information.
22

When you're ready to publish your automation, press Turn On.

When you're ready to publish your automation, press Turn On.
Well done!
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