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Mailchimp Essentials

Currently the world’s most popular email marketing application, Mailchimp is user-friendly, but it’s deep too, with many great features. Whether your mailing list is small or large, understanding what’s possible with HTML email, and how to take advantage of features such as Interest Groups, Merge Tags, social integrations and more can make a big difference to the ultimate success of your e-marketing campaigns. From building your mailing list and designing a great looking newsletter, to tracking how many people have responded to your campaign, this course will quickly help you on your way to becoming a Mailchimp expert.

As a participant, you will need to have access to your own Mailchimp account in order to complete sections of the Mailchimp course (particularly template design). Please ensure that you have completed the account setup process before the course (the free account is fine), and that you have your Mailchimp username and password at hand.

  • Training Modules (Overview only)

    • About HTML Emails
    • Setting up Mailchimp
    • Mailing Lists
    • Designing an Email Template
    • Uploading Images and using the Media Library
    • Subscribe Forms
    • Sending an Email Campaign
    • Reports
  • What You Get

    • 12 Months Access to Help Desk
    • No Risk! Money Back Guarantee
    • Choice of Mac or PC
    • Professional Training Environment

This course is provided as custom training only, please call us on 1300 441 891 to schedule your training


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Course Outline

About HTML Emails

  • What is and isn’t Possible – The Limitations of HTML Email
  • About Email Applications – Outlook, Gmail, etc
  • About Mailchimp – How it Works

Setting up Mailchimp

  • Making sure your Profile is Complete
  • Setting Options and Preferences
  • Verifying the ‘Sent From’ Address
  • Connecting to Facebook and Twitter

Mailing Lists

  • Importing a Mailing List
  • Adding and Editing Individual Subscribers
  • Creating a Test List
  • How to Build an ‘Organic’ Mailing List
  • About the ‘Double Opt-in’ Process
  • Required Footer Content
  • Tracking Subscribes and Unsubscribes
  • About ‘Cleaned’ Addresses
  • Segmentation and Grouping
  • Targeting Interest Groups

Uploading Images and using the Media Library

  • Preparing Images for Use in an Email Campaign
  • Resolution and File Size
  • When to use JPEG, PNG and GIF Files
  • Editing Images and Specifying Setting
  • High Resolution Images for Retina Devices

Designing an Email Template

  • How Templates Relate to Campaigns
  • Using the Drag and Drop Template Designer
  • Choosing an Appropriate Layout
  • Customising the Page Layout and Design
  • Adding your own Text and Images
  • Adding Custom Content Boxes
  • Modifying Styles – Colours, Backgrounds, Fonts, etc
  • Adding Hyperlinks
  • Adding Social Links
  • Personalising your Emails with Merge Tags
  • Testing and Previewing
  • Sending a Test Email
  • Testing on Multiple Devices and Email Apps with Inbox Previews

Subscribe Forms

  • Understanding the Subscription Process
  • Designing a Subscribe form
  • Adding a Subscribe Form or Subscribe Link to a Website or Facebook Page

Sending an Email Campaign

  • Selecting a Campaign Type – Regular campaigns, A/B Testing
  • Selecting a List
  • Selecting a Template and Customising Content
  • Previewing and Testing the Campaign
  • Previewing Live Merge Data
  • Scheduling and Sending the Campaign


  • Making Sense of Reports
  • Tracking Opens and Clicks