Have you been thinking about establishing E-mail Marketing at your company?

Assuming you have all the approvals needed, below are steps to realize that goal. No more excuses!

1 – Sign up for a Mail Chimp Account
There are many E-mail and/or Marketing Automation platforms out there. If budget is an issue, you can do everything you need to for $50.00 per month with MailChimp. Signing up takes about 1 minute and the interface is extremely intuitive and easy to use.

2 – Integrate Mail Chimp with your web provider
Assuming you are using WordPress or Sqaurespace, integrating to your website shouldn’t take you more than an hour. After logging in to Mailchimp, click on your name and Connected Sites. Mailchimp will walk you through how to integrate, but most of the time it’s just logging into your web portal from Mailchimp to do the authorization.

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Mailchimp Login Screen

3 – Create Lists that populate from your web form submissions
After you’ve integrated your website, you can create lists in Mailchimp that correspond to them. To do so, stay in Mailchimp and create the lists you want to use. Afterwards, login to your website and select your forms. There should be an option to send the contacts directly over to your Mailchimp list. The catch? You’ll have to make sure the fields all line up accordingly…

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Integrating with Sqaurespace

4 – Create Simple E-mail Templates for a Thank You E-mail and a follow-up E-mail
Now you’re ready to create the actual e-mails and keep it simple! To get started, create a Thank You e-mail that does just that and mentions someone will be in touch within 24 hours. Include links back to your site and social media pages. Create an additional one that asks how their experience with the company was with a link back to your website or google to post a review.

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Template Creation

If you can get a graphic designer or find some budget to hire a professional, great!

Although to get started, an administrator should be able to whip up some nice out of the box templates. All of them are responsive and guide you on how to create.

5 – Create automated campaigns
Finally, go to the campaign function and create an automated one. Again, it’s pretty intuitive, but the entry point should be, “immediately after a subscriber enters list.” Then select the Thank You e-mail template. Create another step that sends the Follow-up e-mail 30 days later.


…and that’s it! Afterwards, launch and monitor activity. I always say we don’t have to be perfect to get started. Now that you’re up and running, you can fine-tune everything, enhance templates and add in more steps.

This is just the basics. Our team has been around the block more than a few times on this, so holler if you need some help!

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