Creating a campaign in Mailchimp is fairly simple- for now, the focus should be on duplicating existing campaigns or templates as everything you need from logos, calls to action, and social media buttons are already in place.
To start, log into Mailchimp.
Once logged in, you'll be in the dashboard.
On the menu to the left, you will see the "Campaigns" section.
Click on "Campaigns".
On the menu on the left side under the Campaigns section, click "Email templates"
To use the newsletter template that we currently use titles "Newsletter Template", click the dropdown arrow to the right and then click "create campaign".
From this:
To this:
Under the To field:
Click "Add Recipients", then click the "Choose an audience" dropdown. Use the audience "R.E. Investing News".
Always click the "Personalize "To" Field" box prior to sending a campaign.
You can segment or tag the audience as it suits the campaign (you will have to when sending emails to our Spanish speaking clients.
Under the From field:
Name: Equity & Help Inc. Email address: pic@equityandhelp.com
Under the Subject field: Name it something short but catchy. About 5 to 7 words maximum.
Under the Content section: Click on "Edit"
This is similar to Elementor in WordPress: to add sections, text, photos, etc, click on the green +
When done adding content to the newsletter and when you are ready to send it for approval, click on the "Continue" button on the top right of the campaign.
It will take you back to the menu where you first began to add contacts and to name the newsletter.
To send a test email for approval on the campaign, click "Send a Test Email".
Always send it to Berger for initial approval, and then to Jaime.