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SOP-029

Set up an amazing welcome email with MailChimp

Create an engaging welcome email in MailChimp that will be sent automatically to your new email subscribers

Type SOPs · PDF
Execution time 30 minutes
Last updated 25 March 2024
Who does this You, your content writer, your email marketing specialist, or a digital marketing agency you have employed
Length 13 pages

Goal

Creating an engaging, compelling automated welcome email in MailChimp

Ideal outcome

You will create a welcome email that is in-sync with your brand, and which will be sent automatically to your fresh newsletter subscribers

Why it matters

You need to create a good relationship with your subscribers - and a great welcome email can give you a good jump-start into this. Consequently, you will stand a much better chance of engaging your subscribers and making them want to come back to your business

Key steps 23 steps

What is inside 26 headings

1 Environment setup 5

  1. Create an account at MailChimp. The service is completely free of charge for small businesses that don’t have more than 2,000 subscribers and/or don't send more than 12,000 emails/month.
  2. Once you have successfully created a new MailChimp account, go ahead and verify your email domain.
  3. Next, we recommend choosing the new and default email builder.
  4. Next, under “Settings”, click “Details”.
  5. Scroll down and select “New Builder”. This will be in default mode whenever you create a new email. The benefit of a new builder allows you to edit your content inside the email itself with its updated user interface.

2 Writing an awesome welcome email 7

  1. Start with greetings. Show your gratitude for the amazing subscriber you’ve just earned!
  2. Set expectations. Explain the value your subscriber will get for being part of your subscribers' list, as well as how often you will email them.
  3. Tell them something about you. This will help you build credibility in your brand (and in you, as the representative of your brand).
  4. Include a call to action. It can be any of the following options:
  5. Invite them to check some of the most popular articles on your blog.
  6. Include your signature. This is pretty self-explanatory, but you might want to sign with something simple and easy to remember (e.g. your name or your name and surname, probably not Princess Consuela Banana hammock :) ).
  7. Include a headshot. This is completely optional, but, again, it will help you increase your credibility (especially if your actual name is Princess Consuela Banana hammock).

3 Automating your awesome welcome email 11

  1. Log into your MailChimp account.
  2. Under “Campaigns”, click “Create new”.
  3. Next, click on “Design email” under “Regular email”.
  4. Click “Automations” and “Get Started”.
  5. On the “Automation” page itself, select “Get started” again.
  6. Click “Continue” on the website pop-up.
  7. Change your starting point by clicking on the first box you see on the page.
  8. Click “Change starting point”.
  9. Depending on the objective and goal of your email campaign, select one of the starting points offered by Mailchimp. For this SOP, we will select “Signs up for Email”.
  10. Next, it is recommended to add a “Journey point”. This allows you to add a rule and an action. We suggest selecting “Time delay” as a rule so that emails are not sent out too regularly and make it seem like an automated bot.
  11. From here, you have the option to play around with the email design. Our recommendation is to use a plain text email design. Not only is this the easiest way to go about this, but it will also feel less “marketing-y” and more human - which is precisely what you are aiming for if you want to boost credibility, engagement, and customer recurrence.

The document 13 pages

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