How to Create Automation Using Mailchimp?

Last Updated:

Create Automation in Mailchimp
We may receive compensation from the below providers if you purchase through the links provided. 
 Read more here

Automation tools in marketing platforms make working with them efficient in driving leads and opportunities through the sales funnel. If you had to do everything an automation job does manually, it would take quite a bit of time. This is even more so when you consider that an automation set tends to complete predetermined marketing tasks for multiple recipients.

Therefore, you can imagine how hard growing your audience and customer retention would be if you had to do all this for so many people consistently. There just isn’t enough time for that, but thankfully, you don’t need to worry about it. MailChimp is one of the many platforms that marketers use to improve customer engagement and click through rates. Below is a wealth of information that should help you understand MailChimp and how its automation works more intimately.

Quick Intro To MailChimp

mail chimp homepage
MailChimp stands among the most recognized and reliable email marketing solutions on the market. Businesses, private individuals, and even the agencies freelancers work for use the platform for its email templates, landing pages, social media interactions, creation of signup forms, transactional email functionality, etc. Not only does the platform offer a free plan, but it also has cost-effective paid subscriptions that provide a winning combination of features and integrations for its customers to take advantage of.

Many software systems seem to be scaled too far toward one extreme. In other words, they only work well for small and potentially medium-sized businesses, or only large and some medium-sized businesses can use them effectively. However, MailChimp has designed an optimally scalable platform that can offer the same utility level to a small startup that it can to a large organization.

Functionality, customizability, intuitiveness, and support are four of the pillars that MailChimp has delivered time and time again. You can even use MailChimp’s mobile app from your Android or iOS device for all your management tasks. The web platform syncs the data from your app, so you can switch between both versions as necessary.

Now it’s time to focus on marketing automation and how you can take advantage of it with MailChimp.

What Is Marketing Automation?

Even outside of the context of marketing, some tasks are very repetitive, and doing them consumes your focus. Marketing automation is a concept geared towards eliminating these tasks, so you can better focus on more important business areas. MailChimp’s automation tools help you to send the right message at the right time to the right person, without having to think twice.

You get to use previous sales, preferences, and behavior to help you target people for your campaigns. With the information you gather, you can reach out to persons about items in their shopping carts, welcome new subscribers, and even get back customers who seem to have abandoned your platform. No manual effort is required for any of these things.

So, in what specific ways does marketing automation help you? First, there is the matter of your brand identity. You can use platforms, such as Instagram and Facebook, for their ad campaigns, to help you to reach new people who bear similarities to top customers.

New contacts are always great, and you can display your offerings for volunteers, students, and customers by using onboarding automation tools. You can even leverage pseudo-relationship maintenance by automatically extending a warm welcome or an annual happy birthday email to people, so they know how important they are.

Automation also boosts your ability to sell in the following ways:

  • Following up on customer purchases by sending useful information, such as instructions, or seeking feedback to understand what you are doing well and where you need to improve.
  • Recommending related products or services to customers using aesthetically pleasing designs that are personalized and brand bearing.
  • Secure potentially lost sales by sending out reminders to help customers remember what they have sitting in their carts.
  • Using automatically displaying ads to turn website visitors into customers.

Boosting customer loyalty is always a plus, and the personalized experience that comes with automation helps you create customer advocates through an engaging and rewarding experience. One of the simplest approaches is to welcome new shoppers convincingly and reward top spenders for their patronage.

You should note that automation tasks are not set in stone. You can customize your automation settings, test them, try them in their new form, and repeat. The platform is designed to help you find the optimal automation for any situation. You can even set up educational resources, use your RSS feed to share blog updates, send membership renewal reminders, offer discounted product updates, etc.

You can also trigger event-based emails, and you can use them with custom automations that you create to meet your business’s unique needs. Of course, you can manage your audience trigger settings as needed. For example, you may find that your sale conversion rate is better with a lower send frequency. With such an insight, you can adjust the audience trigger event-based email setting to have a less frequent send time.


How To Use MailChimp Automation

Before you think about creating an automation with MailChimp, remember to review the allowances of your subscription. While single email automation is available with all pricing plans, you may not have access to automated email series.

This is a look at creating a classic automation, which has differences from order notification, product retargeting, and abandoned cart automations. If you’re interested in any of those, be sure to review the detailed step by step instructions for them.

Apart from product retargeting, order notifications, abandoned cart, or date-based automations, your subscribers only get each email in your automation setup a single time.

If you’re using a preset automation, you can choose to make it a single email or a whole series. Note that going the series route is not accessible to all pricing plans. If you don’t wish to go the preset route, you can start from scratch.

When you are ready to begin creating your first classic animation, use the following steps:

  • Click on the create icon located on your account dashboard.
  • Select the “email” option.
  • Select the “automated” option.
  • Select a category, and choose the automation type that you want to use.
  • If you cannot find an automation that suits your purpose, select “custom” to start from scratch. For example, if you want to be like Mean Mail founder Vicky Simmons, irreverent cards can be made and sent to bring out your sense of humor.
  • Select the “single email” or “email series” option, depending on the frequency you prefer.
  • Enter a name for your campaign
  • There is also a drop-down that you can use to choose the designated audience.
  • Click on the “begin” button to wrap up your creation.

With the steps above, you have created a new automation, but it also takes customizing it for things to work the right way. One of the most important next steps is the email design area. When you are ready to get started, go through the following steps:

  • Click on the “design email” button near your automation details.
  • The setup step comes next, and this is where you put in the basic information for the email. This includes your email name, subject, preview text, from name, from email address, and a Google analytics title for it. Remember that an automation can have numerous emails. You can use automation merge tags in the subject line to display the message’s numeric position.
  • Click on the “next” button.
  • Choose your desired templates.
  • Design your email in the design step.
  • Use MailChimp’s preview and test tools to test the messages, or you can send yourself a test email.
  • Return to your automation timeline by clicking “save and return to workflow.”

The workflow settings, including your from email address, from name, and tracking options, are all editable. You may head to the automation builder’s email step and click on “edit settings” to switch things up. One of the things you can do is still manually update an individual email from name, from email address, or subject line.

The puzzle’s final piece is to review your automation and start it since you set everything up. Go through the following steps:

  • At the confirm stage, look over the provided checklist and use the “edit” and “resolve” buttons to make changes. Maybe your recipient list should be a collection of food brands instead of your list of vintage car owners. Alternatively, you may not have enabled tracking of clicks and opens, but you’ve decided that you want to do it now.
  • Once you’re ready to start things off, click on the “start sending” button.
  • The “start automation workflow” popup appears, which requires you to click “start sending” there as well.

Note that you can add subscribers to your automation manually after it has started.

Advertising is always going to gain you more eyes than not doing so. When the language app Duolingo conducted its first-ever advertising campaign, it already amassed 300 million users. Imagine what the team could have achieved with automation.

What Kinds of Automation Does MailChimp Offer?

When setting up a classic automation in MailChimp, the types that you get access to are as follows:

  • Tags – You can leverage tags contact profiles may have with this option, as it only sends when you add a said tag to a contact.
  • API – These automations are sent in response to an API call.
  • Featured – These are MailChimp recommended automations that use your account details for relevance.
  • Subscriber activity – Whenever there are changes in audience data or signups, these automations are sent.
  • E-commerce – These automations depend on buyer activity in your online storefront.
  • Date based A date triggers these automations to be sent.
  • Custom – You can use various unique settings to trigger these automations.
About the Author

Skip to


Related Articles

best project management tools featured image
Best Project Management Tools
best keyword research tools featured image
Best Keyword Research Tools
Best SEO platforms
Best SEO Platforms in 2023
Best AI Content Tools for Freelancers
The Best AI Content Tools Listed for Freelancers in 2023
rising talent badge on UpWork
How to Get The Rising Talent Badge on Upwork?
How to Become a Freelance Photographer With No Experience featured image
How to Become a Freelance Photographer With No Experience
Living on the Move: Exploring the Nomadic Lifestyle featured image
Living on the Move: Exploring the Nomadic Lifestyle
How to Effectively List Freelance Work on LinkedIn featured image
How to Effectively List Freelance Work on LinkedIn
How to Be a Freelance Social Media Manager
How and Why to Write a Cover Letter for Remote Position
How to Become a Successful Freelance HR Consultant
Guide on How to Give Prompts and Talk to GPT-3
How To Use Jasper AI Recipes
Guide on How to Use Jasper Boss Mode
How to Use GPT-3 in OpenAI Playground
5 Ways You Can Showcase Your Freelance Services Online
Freelance Pricing 101: The Ultimate Guide on How to Price Yourself
Accounting 101: For Freelancers and Self-Employed
How to Negotiate as a Freelancer [3 Sample Email Templates Included]
Freelancing Red Flags
5 Most Common Client Red Flags in Freelancing
Best PayPal Alternatives for Freelance Payments
Best PayPal Alternatives For Freelance Payments
How to become successful in freelancing
How To Be Successful in Freelancing? 7 Highly Useful Tips
Easy Online Part-Time Jobs
10 Easy Online Part-Time Jobs to Enjoy Self-Earned Money
Freelancers Visa - Best Countries to Work as a Freelancer
Freelancer Visa: Best Countries to Work as A freelancer
Why Personal Branding for Freelancers Is Important
Why Is Personal Branding Important for Freelancers like You?
Best Freelance Jobs For College dropouts
The Best Freelance Jobs For College Students
Co Working Space vs Traditional Office
Coworking vs Traditional Office Spaces – Choose Perfect Option that Fits
History of CoWorking Spaces
History of Coworking Space: The Complete Timeline for New Startups
Concept of Hot Desking
Hot Desking: All You Need to Know
Canva Transparent Background Guide
How to Create a Transparent Background With Canva
How to become a content writer with no experience
How to Become a Freelance Writer with No Experience?
Images in Webflow
A Guide to Working With Images in Webflow – Webflow Images
Most Frequently Asked Questions About Canva
Canva: The Guide to Frequently Asked Questions
Tips for Better Mental Health for Remote Freelancers & Workers
How To Take Care Of Your Mental Health While Working Remotely
Can You Use Canva Pro Images for Commercial Use
Can You Use Canva Pro Images for Commercial Use? An Honest Guide
How to Use Duda for Website Building
How to Use Duda Website Builder
SemRush For Keyword Research
How to Use Semrush for Keyword Research
How To Make Money On UpWork
How to Make Money on Upwork – Complete Guide
How To Write UpWork Proposal
How to Write an Upwork Proposal To Win High Paying Clients
How To Work On Fiverr
How To Work On Fiverr To Make Six Figure Income
How To Get Jobs On UpWork
How To Get Jobs On UpWork That Value Your Time And Worth?
Duda Alternatives
The 4 Best Duda Alternatives in 2022
reasons to use clickup
10 Reasons to Use ClickUp for Team Management
Webflow Alternatives
Webflow Alternatives: Business Site Options at Your Fingertips
Effective Tips to Promote Fiverr Gigs
How to Promote Fiverr Gigs & Services?
Self-care strategies for Freelancers
5 Practical Self-Care Strategies for Freelancers
Freelancing vs Full-time Jobs
Freelancing Vs Full-Time Job – What to Choose?
High Paying Freelancing Skills
9 High-Paying Freelancing Skills in 2021
Developer Tools for Productivity
10 Best Developer Tools To Increase Your Productivity In 2021
Tips to Manage Money as a Freelancer
How to Manage Your Money As a Freelancer
7 crucial things to know before you start freelancing
7 Crucial Things to Know Before You Start Freelancing
freelance skills that you can start learning today
Top 10 Freelance Skills You Can Start Learning Today
7 Ways to Discover Whether A Freelancing Career Is Right For You
7 Ways to Discover Whether A Freelancing Career Is Right For You?
5 Reasons Why Digital Freelancing is the Future of Work
5 Reasons Why Digital Freelancing is the Future of Work
10 Powerful Tips on How To Use LinkedIn To Earn Clients
10 Powerful Tips on How To Use LinkedIn To Earn Clients
Ahrefs Best Alternatives
Ahrefs Best Alternatives – Key Features & More
Manage Finance & Accounting of Your Remote Based Business
How to Manage Your Remote Based Business Finance & Accounting
Freelance vs Self Employed - What type of worker are you
Freelance vs Self-Employed – Which Type Of Worker Are You?
advices and tips to overcome remote work challenges
How to Overcome Remote Work Challenges – Actionable Tips
Pros and Cons of Freelancing to Consider
10 Pros and Cons of Freelancing to Consider
Cybersecurity tips for Remote Workers
Ensure Cybersecurity When Working Remotely or From Home
Becoming a Successful Remote Freelancer
How to Become a Successful Remote Freelancer?
productivity tips for working from home
8 Work from Home Productivity Tips
tips for becoming a great podcast guest
How to Be a Great Podcast Guest
Tips for Branding Yourself as SEO Freelancer
How Do I Brand Myself as SEO Freelancer
How to become a Podcast Guest
How to Become a Podcast Guest
How Much Do Freelance Video Editors Make?
How Much Do Freelance Video Editors Make
How to brand yourself as a developer
5 Effective Tips on How to Brand Yourself as a Developer
What is Freelance Video Editing
What is Freelance Video Editing & How to Earn From It
Brand Yourself As Freelancer
How Do I Brand Myself as a Freelancer? Step-by-Step Guide
How do freelancers pay tax
How to Pay Tax as a Freelancer? – Complete Guide
How much do freelancers earn
How Much Money Can Be Made From Freelancing?
In Demand Freelancing Skills in 2021
Which Freelancing Skills Are In-Demand for 2021
Which Platform is Best for Freelancers -
Which Platform is Best for Freelancers?
How to become a Freelancer with No experience
How Can I Become a Freelancer with No Experience?
Can Freelancing be a Career -
Can Freelancing be a Career?
How to get a freelancing job without experience -
9 Tips to Get Freelancing Job Without Experience as a Beginner
BEST free design tools everything freelance
5 Best Free Design Tools You’ll Ever Need
3 Core Advantages of Cloud Computing for Remote Workers
3 Major Advantages of Cloud Computing for Remote Workers
Android Apps to Improve Your Company Management
4 Android Apps To Improve Your Company Management
How to get clients for a New Business
How to Get Clients for A New Business?
How to get ecommerce clients
How to Get E-commerce Clients
How to get a client to pay their bills
How to Get a Client to Pay their Bill
Types of Difficult Clients
Types of Difficult Clients and Effective Ways to Handle Them
Best Visual Collaboration Tools for Remote Work
Best Visual Collaboration Tools for Remote Work
Best Freelance Management Platforms
Best Freelance Management Platforms for 2021
Online Collaboration Tools for Remote Workers
Best Online Collaboration Tools for Remote Workers
How to get clients as a Freelancer
How to Get Clients As A Freelancer
Alternatives for Toggl
What Are the Best Alternatives to Toggl
Best apps for Freelancers
Best 8 Apps for Freelancers
Health Insurance for Freelancers
Best Health Insurance for Freelancer
How to create an Invoice on PayPal
How to Create an Invoice on Paypal