how to setup an email series for an online course in mailchimp

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Email Automation: How to Set Up an Email Series for an Online Course in MailChimp

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Page 1: How to Setup an Email Series for an Online Course in MailChimp

Email Automation:How to Set Up an Email Series for an

Online Course in MailChimp

Page 2: How to Setup an Email Series for an Online Course in MailChimp

Log in to your MailChimp Account

Page 3: How to Setup an Email Series for an Online Course in MailChimp

Click Automation

Page 4: How to Setup an Email Series for an Online Course in MailChimp

Automation page will open

Page 5: How to Setup an Email Series for an Online Course in MailChimp

Click the Create Automation Workflow button

Page 6: How to Setup an Email Series for an Online Course in MailChimp

The List and Workflow Page will open

List #1 (25 subscribers)

List #1 (25 subscribers)

List #1 (25 subscribers)

List #1 (25 subscribers)

Page 7: How to Setup an Email Series for an Online Course in MailChimp

Click Select a list drop down menu

Page 8: How to Setup an Email Series for an Online Course in MailChimp

Select the list you want to send the automation workflow

List #1 (5 subscribers)

List #2 (28 subscribers)

List #3 (17 subscribers)

List #4 (25 subscribers)

Page 9: How to Setup an Email Series for an Online Course in MailChimp

The list “Free Subscription” is selected

List #1 (5 subscribers)

List #2 (28 subscribers)

List #3 (17 subscribers)

List #4 (25 subscribers)

Page 10: How to Setup an Email Series for an Online Course in MailChimp

The Select a workflow pane will open

Page 11: How to Setup an Email Series for an Online Course in MailChimp

Choose the Educate Subscribers as workflow type

Page 12: How to Setup an Email Series for an Online Course in MailChimp

The Setup page will open

Page 13: How to Setup an Email Series for an Online Course in MailChimp

Enter the details in the field box

Page 14: How to Setup an Email Series for an Online Course in MailChimp

Scroll down and check the applicable boxes for tracking automation

Page 15: How to Setup an Email Series for an Online Course in MailChimp

Scroll down further and check the applicable boxes

Page 16: How to Setup an Email Series for an Online Course in MailChimp

Click Trigger or Next

Page 17: How to Setup an Email Series for an Online Course in MailChimp

Trigger page will open

Page 18: How to Setup an Email Series for an Online Course in MailChimp

Based on this workflow type (Educate subscribers), this is the default option

Page 19: How to Setup an Email Series for an Online Course in MailChimp

This workflow (email series) will trigger when people subscribe to the list Free Subscription

Page 20: How to Setup an Email Series for an Online Course in MailChimp

This workflow (email series) will trigger when people opted in and included in Free Subscription list

Page 21: How to Setup an Email Series for an Online Course in MailChimp

Click Emails or Next

Page 22: How to Setup an Email Series for an Online Course in MailChimp

Emails page will open

Page 23: How to Setup an Email Series for an Online Course in MailChimp

We will add 4 emails for this workflow

Page 24: How to Setup an Email Series for an Online Course in MailChimp

Click Change delay to set up the day on when the subscribers will receive each email after triggered

Page 25: How to Setup an Email Series for an Online Course in MailChimp

In this tutorial, the first email will be sent 2 days after subscribers opted in

Page 26: How to Setup an Email Series for an Online Course in MailChimp

The 2nd to 4th emails is set to send also 2 days after previous emails were sent, click the box beside Apply to all

Page 27: How to Setup an Email Series for an Online Course in MailChimp

Let’s set up the first email of this email series (Automation Email #1)

Page 28: How to Setup an Email Series for an Online Course in MailChimp

Click Automation Email #1 link

Page 29: How to Setup an Email Series for an Online Course in MailChimp

Setup page for Email #1 will open

Page 30: How to Setup an Email Series for an Online Course in MailChimp

Set up Email #1 by filling up Email subject, From name, and From email address

Page 31: How to Setup an Email Series for an Online Course in MailChimp

Click Template

Day1 of Online Course

Jaysarie

[email protected]

Page 32: How to Setup an Email Series for an Online Course in MailChimp

The Template page will open

Page 33: How to Setup an Email Series for an Online Course in MailChimp

Select the template for Email #1

Page 34: How to Setup an Email Series for an Online Course in MailChimp

The Design page will open

Page 35: How to Setup an Email Series for an Online Course in MailChimp

Design Email #1 and Click Scheduling/Segmentation or Next

Online Course

Day 1 of Online CourseIt’s Day 1 of your free online course. I hope that you’ll make use of the lessons you will learn here.

Here’s a video link to get you started and familiarize yourself with the flow.

https://www.youtube.com/watch?v=S3fCMr2X9mk

Happy learnin!Jaysa

Page 36: How to Setup an Email Series for an Online Course in MailChimp

Scheduling/Segmentation page will open

208 subscribers

Page 37: How to Setup an Email Series for an Online Course in MailChimp

Set the options according to preference

208 subscribers

Page 38: How to Setup an Email Series for an Online Course in MailChimp

Click Save and Continue to return to Workflow timeline

208 subscribers

Page 39: How to Setup an Email Series for an Online Course in MailChimp

Repeat the process in the remaining automated Emails #2 to #4

Page 40: How to Setup an Email Series for an Online Course in MailChimp

After setting up Automated Emails #2 to #4, click Confirm or Next

Page 41: How to Setup an Email Series for an Online Course in MailChimp

The Confirm page will open

Page 42: How to Setup an Email Series for an Online Course in MailChimp

Review the pre-delivery checklist

Page 43: How to Setup an Email Series for an Online Course in MailChimp

Test each of emails. Click Resolve or Edit to make changes to any section of the workflow.

Page 44: How to Setup an Email Series for an Online Course in MailChimp

When finished reviewing, click the Start Workflow button

Page 45: How to Setup an Email Series for an Online Course in MailChimp

It will be asking for confirmation

Page 46: How to Setup an Email Series for an Online Course in MailChimp

Click Start Workflow button

Page 47: How to Setup an Email Series for an Online Course in MailChimp

A confirmation page will open

Page 48: How to Setup an Email Series for an Online Course in MailChimp

Now it’s your turn to set up an Email Series for an Online Course and have a great start in Email Marketing with MailChimp

How can we help you be more awesome today?tlcforcoaches.com