Create Classic Automations in MailChimp SOP

Purpose #

The purpose of this document is to provide detailed instructions to reduce mistakes.

Scope #

This document applies to a team member who wants to create a Classic Automation in MailChimp.

Definitions & acronyms #

    • Mailchimp: A software that sends out the email sequence.
  • Trigger: 

Procedures #

 

Step-by-step instructions #

  • Step 1: Click the question mark icon on the bottom right of your screen.

Screen Shot 2023 02 28 at 11.02.22 PM

  • Step 1.1: Select in order 
    • Automation -> Classic Automation -> Continue -> Create a Classic Automation -> Click the link
  • Step 2: Click “Custom” on the top right

Screen Shot 2023 02 28 at 11.03.16 PM

  • Step 3: Write the campaign name (ex: BWB Spanish Campaign) then select the correct audience and click “Begin”.

Screen Shot 2023 02 28 at 11.03.58 PM

  • Step 4: Once the classic automation is created, edit the trigger

Screen Shot 2023 02 28 at 11.04.41 PM

  • Step 4.1: Select in order
    • Change Trigger -> Audience Management -> Sign Up
  • Step 4.2: Change the delay to immediately and check the “Trigger when subscribers are imported” checkbox.

Screen Shot 2023 02 28 at 11.05.27 PM

  • Step 4.3: Click Update Trigger on the top right corner of your screen

 

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