How Do You Set Up an Email Automation Workflow in Mailchimp?

Email Automation Workflow in Mailchimp

The email marketing world is like a treasure chest full of possibilities. And when it comes to finding a gem among those treasures, email automation is the shining star.

Email automation is your "One Ring" to rule them all (the inboxes, that is). One setup, endless possibilities, guiding your leads along the marketing journey like Frodo to Mordor. Sounds impressive, right?

That's where Mail Chimp automation comes in! If you're ready to discover the secrets of email automation using one of the most popular platforms, Mailchimp, you have reached the right place. This guide will discuss Mailchimp's email automation workflows in detail. We'll talk about how to set up email automation in Mailchimp and share some effective tips to create workflows that captivate your audience, drive conversions, and make your marketing efforts truly shine.

So, let's get started!

What is an Email Automation on Mailchimp?

Email Automation on Mailchimp

Email automation on Mailchimp is a fantastic feature that lets you create a sequence of emails triggered by specific actions or events. Gone are the days of manually sending individual emails – now, you can easily set up pre-planned workflows that automatically deliver messages based on your subscribers' behavior, preferences, or schedules.

Whether greeting new subscribers with an automated welcome email or sending personalized follow-ups after a purchase, Mailchimp's email automation has got you covered.

These workflows are designed to deliver relevant messages to your audience without manual intervention. Whether you're welcoming new subscribers, nurturing leads, following up after a purchase, or reconnecting with inactive subscribers, email automation tools offer endless possibilities.

The platform provides easy-to-use builders and customizable templates to design these workflows so you can tailor your messages and sequences to your audience's needs. Mail chimp campaign automation transforms your emails into dynamic, personalized experiences that foster stronger connections with your subscribers and drive better engagement and conversions.


Benefits of Email Automation on Mailchimp

Mailchimp automated emails offer a large number of benefits. Let's look at the major ones:

  • Personalization: Automation enables customized messaging, ensuring your emails resonate with individuals by delivering personalized content based on their actions. This leads to increased engagement and conversions.
  • Time Efficiency: After setting up your automated workflows, they diligently work behind the scenes, sending emails at the most opportune time. This allows you to dedicate your time to other areas of your business while still maintaining consistent communication with your audience.
  • Increased Conversions: By implementing strategic workflows, you can smoothly guide subscribers in a journey that nurtures leads and motivates them to complete desired actions. This includes making purchases, signing up for webinars, or downloading resources.
  • Increased User Engagement: Send timely and relevant emails to capture your audience's attention. Automation keeps your subscribers engaged with your brand, whether it's through educational content or exclusive offers.
  • Consistency and Reliability: Using automation, you can ensure that your emails consistently reach your audience at the perfect time. Not only does this help maintain a reliable presence, but it also strengthens your brand.

Understanding Segmentation

Segmentation in MailChimp

Segmentation in email marketing involves dividing your email list into smaller, targeted groups based on shared characteristics. You can create personalized campaigns for different groups by segmenting your audience in Mailchimp.

For example, you can segment based on location, past purchases, engagement levels, or specific interests. This ensures that the right content reaches the right people, increasing engagement and conversion rates. Mailchimp offers robust segmentation tools for creating segments manually or automatically, making the process seamless and efficient.

Discovering Drip Campaigns

Drip campaigns are like exciting stories that unfold gradually, keeping your audience captivated with every chapter. Unlike one-time emails, these campaigns send pre-written, automated emails at specific intervals or based on triggers. The great thing about drip campaigns is that they nurture leads and guide subscribers through a personalized journey of content and actions.

For example, a welcome series could consist of emails over a few days introducing your brand, offering valuable content, and encouraging engagement. With Mailchimp's automation feature, you can easily create drip campaigns by setting triggers and defining the flow of emails to achieve your marketing goals effectively.

Creating a Classic Automation

Creating a Classic Automation

Now that we have discussed automated emails Mailchimp, let's start understanding how to set up email automation in Mailchimp. Read on! 

  • Access Automation Creation: To create a new classic automation, go to your account dashboard and click on the Automations icon.
  • Choose Classic Automation: Once in the Automations section, click on Classic Automations to proceed.
  • Select Desired Automation: Take a look at the different options and choose the automation type that matches your needs.
  • Opt for Customization if Needed: If you can't find a preset that suits your needs, choose the Custom option to create a customized automation. With Custom, you can select between a Single Email or an Email Series.
  • Define Campaign and Audience: Enter a name for your campaign and choose the intended audience from the drop-down menu for this automation.
  • Initiate the Automation: Confirm your choices and kickstart the automation by clicking the "Begin" button.

Editing Automation Emails

For editing email automation, it is important to pause the email first. Here are the steps to follow:

Step 1: Go to the "Campaigns" tab and select "All campaigns" to get started.

Step 2: Next, locate the automation you wish to edit. Press the drop-down menu and choose the option that says "Edit."

Step 3: Now, it's time to find the specific email you want to pause. Simply click on the email and select "Pause & Edit."

Editing Triggers

Editing Triggers
  • Pause the intended email.
  • Click "Edit" and then "Change trigger."
  • Adjust delay and settings within the modal.
  • Choose a new trigger type from the available tabs.
  • Update settings and delay.
  • Click "Update Trigger" and resume the workflow.

Editing Schedule

  • Pause the targeted email.
  • Select "Edit schedule."
  • Customize delivery days and times.
  • Save your schedule preferences.

Editing Segmentation

  • Pause the email you wish to adjust.
  • Click "Edit" next to Filter by segment or tag.
  • Opt for existing segments or create new ones.
  • Save the chosen segment or tag.

Deleting Emails on Mailchimp

You can definitely delete an individual draft or paused email from an automation. However, it's important to keep in mind that you can't do this while the automation is active. The first email in the sequence is what starts the flow, so it needs to stay in place for everything to work smoothly.

Image source

Alt text: Deleting emails on Mailchimp

  • To make changes to automation in your Campaigns section, start by clicking on "All campaigns."
  • Next, find the specific automation you want to modify, click the drop-down menu, and select "Edit Email."
  • Inside the email list, locate the email you want to delete and click the drop-down menu next to it. Then, choose "Delete email."
  • When prompted to confirm the deletion, type "DELETE" in capital letters and click "Delete."

Scheduling Automated Mail Campaigns

Along with knowing how to automate emails in Mailchimp, you should also know about scheduling these emails. Here are the steps for the same:

Access Scheduling

Once you have finalized the design and settings for your email campaign, simply click on "Schedule" to proceed with scheduling it.

Set Delivery Date

Use the date picker in the "Schedule Your Campaign" pop-up window to select the delivery date for your email campaign.

Choose Delivery Time

To choose the desired time of day for sending out your email campaign, simply access the "Delivery time" drop-down menu in the modal.

Advanced Delivery Options

For those with Standard or Premium accounts, there are extra features to explore, such as batch sending, using Send With Timewarp, or trying to Send Time Optimization to have better control over delivery.

Confirm and Schedule

Double-check all your settings before clicking "Schedule Campaign" to ensure your email campaign is scheduled correctly.

Sending an automated campaign based on a template

  • Accessing Templates: Go to Mailchimp's Home screen and click on the Automations drop-down. Choose "Pre-built journeys" from the drop-down options.
  • Explore Templates: You'll see a collection of 80+ pre-built email automation templates for various customer journey stages. Templates are organized into five subgroups, including:
    • Find and welcome new contacts
    • Nurture leads
    • Re-engage contacts
    • Support and manage contacts
    • Transactional emails
  • Choose Your Template: Scroll through the templates to find the suitable one. Select the preferred template and click "Use this Journey" at the top-right corner.
  • Complete Setup: Follow Mailchimp's guided process to complete the setup of the selected pre-built campaign template.

Designing your automated emails

If you are using Mailchimp to send emails, here's how you can design them:

  • To design each email in your workflow, simply click the three dots next to the email and select "Edit." If you haven't already done so, make sure to provide a name, subject line, and sender details for the email.
  • At the bottom of the page, you'll find the option to "Select a Template." This is where you can choose from Mailchimp's collection of professionally designed templates.
  • Once you've found a template that suits your needs, hover over it and click "Apply" to make it your own. You can then customize elements, colors, and text using Mailchimp's easy-to-use drag-and-drop builder.
  • Don't forget to save your changes before returning to the journey flow. And if you're looking to speed up the text generation and design process, you can utilize Mailchimp's Intuit Assist generative AI tool.

Analyze your automated campaign results

Mailchimp makes it easy to analyze your data with its ready-to-use reports. Here are the steps:

  • To access your campaign's report, simply click on the Automation drop-down in Mailchimp's menu, then select All Journeys.
  • From there, click View Report next to the campaign you want to analyze.
  • Once you're in the report, you can scroll down to see details about your campaign's open rate, click rate, and number of unsubscribes.

Connect your automated campaign to other apps

Mailchimp offers a wide range of native integrations, but Zapier's Mailchimp integration makes the possibilities for email automation even greater. You can elevate your email marketing strategy by connecting Mailchimp to thousands of other applications. Here are the steps:

  • Zapier is a prominent leader in no-code automation, effortlessly integrating with over 6,000 apps, including Google, Salesforce, and Microsoft.
  • You can create secure and automated workflows for essential tasks throughout your organization's technology stack using Zapier's vast network of applications.
  • Make sure to create automated campaigns from the beginning. This saves time and guarantees personalized, timely messages for improved customer satisfaction.

Virtual Assistance for Email Automation 

A virtual assistant is essential for ensuring efficient task management, offering support, and overseeing remote business operations.  Every remote team needs its Ethan Hunt! A virtual assistant gathers intel, manages communications, and anticipates challenges, ensuring your operations run smoothly, even with distributed teams.

Virtual Assistance for Email Automation 

When it comes to establishing an automated email workflow using Mailchimp, a virtual assistant can provide significant assistance in multiple important areas.

  • Guide in logging into Mailchimp: Assist in navigating the login process, ensuring smooth access to the Mailchimp platform.
  • Assist in navigating to the "Automations" tab: Help navigate to the specific section within Mailchimp where automation tools are located.
  • Help choose the desired automation type: Work together to determine the most suitable automation type for your marketing objectives, such as welcome series, abandoned cart emails, or follow-up sequences.
  • Collaborate on setting trigger conditions for the workflow: VAs can help determine the triggers for automated emails, like new subscribers, purchases, or specific actions.
  • Customize workflow settings, including frequency and timing: Assist in configuring settings like email frequency, delivery times, and intervals between emails for optimal engagement.
  • Aid in designing engaging email content using Mailchimp's editor: A VA can craft visually appealing and compelling email content using Mailchimp's editor tools.
  • Assist in segmenting the audience based on specific criteria: Assist in segmenting the subscriber list by demographics, behavior, or engagement levels to tailor messages effectively.
  • Guide in previewing and testing the automation workflow: Guide on reviewing and testing the automated workflow to ensure flawless functionality before deployment.
  • Collaborate on activating the email automation: You can work with your VA to activate the automated workflow once all elements are in place and tested.
  • Provide insights into reviewing reports and analytics: Assist in interpreting the analytics and reports generated by Mailchimp to understand campaign performance and subscriber engagement.
  • Assist in adjusting and optimizing the workflow based on analytics: You can collaborate with VAs on making data-driven adjustments to enhance the workflow's effectiveness based on performance insights.
  • Offer ongoing support for refining and enhancing the automated workflow: VAs can offer ongoing assistance in enhancing and streamlining the automated workflow to adapt to evolving marketing strategies and emerging insights.

Choose Wishup for all your Mailchimp Tasks

wishup virtual assistants

Wishup specializes in virtual assistant services and is particularly skilled in providing support for Mailchimp tasks. Our virtual assistants are experienced in managing various Mailchimp-related responsibilities, ensuring seamless operations for email marketing campaigns. Here are some of the reasons to choose us:

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So that was all about how to set up email automation in MailchimpTo sum up, you need to define triggers, create appealing content, and segment your audience to set up email automation in Mailchimp. With Wishup's support, you'll have skilled virtual assistants who can efficiently handle Mailchimp tasks and expedite onboarding.

We ensure cost-effectiveness and maintain exceptional quality, making the path to increased efficiency and engagement more accessible. Reach out to us at [email protected] for a free consultation on how we can optimize your Mailchimp automation and provide tailored support to enhance your email marketing strategies.

FAQs: How To Set Up Email Automation In Mailchimp

How do I set up email automation?

You will need to define triggers, create content, segment your audience, and activate the workflow in Mailchimp.

How do I send a weekly automated email in Mailchimp?

For Mailchimp weekly recurring email automation, create a workflow with a trigger set for weekly intervals and customize the email content using the automation tools provided.