Getting Started with MailChimp

Email marketing has been in used for 40 years now and is one of the best ways to engage with your customers, convert sales, and promote your brand. If your current email marketing strategy consists of sending an email to everyone in your address book a mass email, we are here to help you step up your game!

From the Beginning

Getting Started with MailChimp is your step-by-step guide walking you through all components from selecting the right pricing plan to analyzing your data from your first email.

Choose the right pricing plan

For most small businesses the Forever Free plan allows you all access to the most important features of MailChimp. You will be able to design and even customize your design template, send it out to up to 2,000 subscribers, and see basic data like open-rate and click-thru rate. You can also compare plans.

Add subscribers

You may already have a list you’ve been sending out to for years which is great! You should be able to export it from your current email account to a .csv file. These files can be opened in Excel or Numbers for editing. Clean-up the file and remove any extraneous details before importing. This will make for a smooth import.

Make that First Campaign

It’s time to design that first campaign! The first step is knowing what type of email you are sending. A promotional email will be structured differently and with more targeted calls to action than an informational email. Check our our Designing a Stand-out Email post where we go through the entire design process.


Don’t worry. You got this. You have the option to send immediately or schedule for a time where you think you will have higher open rates. Typically Tuesday, Wednesday, and Thursday are the best days to send.

If you want a walk-thru video and you have 18 minutes, we suggest this one

Headshot of Dawn Audano

Dawn Audano

Dawn Audano connects the dots, a committed minimalist who strips projects down to their most essential—and therefore, efficient—elements. She makes space for creatives to engage meaningfully with the task at hand, cutting to the heart of the matter. With experience in radio, film, event planning, and motherhood, she expertly juggles the details and enjoys handling the tiny pieces that can make or break the flow of ideas.