Mastering Mailchimp’s Campaign Manager: A Quick Tips Guide

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Planned my Mailchimp campaigns like a pro?…I’ll drink to that!

Jul 12, 2023

Mailchimp’s Campaign Manager is a game-changing tool that streamlines your marketing efforts, allowing you to plan, execute, and analyse campaigns seamlessly.

In this step-by-step guide, we’ll walk you through the process of using Campaign Manager to create effective multichannel campaigns that drive engagement and deliver results.

A Quick Note

Before getting started with Campaign Manager, it’s important to keep the following information in mind:

Availability and Plan Requirement:
Just a heads up, Campaign Manager is available for Mailchimp users with a Standard Marketing plan or above, and also for those on the legacy Monthly plan with the Mailchimp Pro add-on. If you need to make any changes to your plan, no worries! Simply visit the plans page in your Mailchimp account to adjust accordingly.

Understanding the Term “Campaign”:
In Mailchimp, we usually use the term campaign to refer to a specific piece of marketing content that you send to your audience. However, when it comes to Campaign Manager, the definition expands. Here, “campaign” encompasses a comprehensive marketing effort that coordinates various channels, including email and ads, to achieve your business goals. It’s all about aligning your marketing efforts and bringing them together under one umbrella.

Accessing your Marketing Emails:
When it comes to accessing your marketing emails you can easily find them within the Campaign Manager interface itself. Just head over to the List View of the All campaigns page or check out the Campaigns tab of the Reports page. There, you’ll have full visibility and control over your marketing emails, making it easy to manage and track their performance.

Step 1: Define Your Campaign Objectives

Establish your campaign’s goals out front. What do you hope to accomplish? Setting defined goals will enable you to assess progress precisely, whether your objective is to increase revenue, increase brand recognition, or increase website traffic.

Step 2: Access Campaign Manager

Log in to your Mailchimp account and navigate to the Campaigns tab. Here, you’ll find Campaign Manager. Click on it to enter the campaign planning interface.

Step 3: Set Up Your Campaign

To begin building up your campaign, click “Create Campaign”. You must select a specific purpose that supports your objectives, such as “Drive Sales” or “Promote an Event.” This will guarantee that your campaign is appropriately monitored.

You will also need to name your campaign, choose your audience, set a timeframe and manage your tracking and analytics.

Step 4: Plan Your Campaign Calendar

This is the heart of Campaign Manager.

Here, you can effectively manage touchpoints ( a scheduled task in your Campaign Manager calendar) and visualise your campaign’s timeline. A campaign calendar can include tasks, events, emails, and webhooks.

You can skip between a calendar view or agenda view.

Step 5: Add Marketing Touchpoints

To put it simply, a touchpoint is a scheduled task in your Campaign Manager calendar. Tasks, ,multivariate tests, events, emails, and webhooks are examples of this. You can associate any touchpoint with an existing campaign.

Touchpoints have a variety of statuses like draft, upcoming, or not started depending on type and progress.

Webhooks can then be used to extend your campaign over other channels, enabling you to plan actions in third-party applications like SMS, advertisements, social media, and more.

Step 6: Optimise Touchpoint Scheduling

You can take advantage of Campaign Manager’s AI-driven recommendations which suggest the best dates to send your emails based on industry benchmarks and millions of data points. Use these insights to fine-tune your touchpoint scheduling and maximise engagement.

Step 7: Monitor Performance with Analytics

The analytics dashboard in Campaign Manager enables you to monitor the progress of your campaign and gain understanding of its overall effectiveness. You can also measure the impact of individual touchpoints

You can customise the view to focus on the metrics that matter most to your business.

Step 8: Leverage Multichannel Marketing

Expand your campaigns beyond email by utilising Campaign Manager’s multichannel marketing capabilities. Start with Mailchimp’s email tool and seamlessly integrate webhooks to incorporate other channels such as SMS, ads, social media, and more. This allows you to manage and schedule activities across various platforms from one centralised location.

Step 9: Collaborate and Stay Organised

The task and event capabilities in Campaign Manager enable you to communicate with your team in real time. To keep everyone on the same page and accountable, assign tasks, establish deadlines, and monitor progress. .You can also stay organised with event management, ensuring all marketing events are planned and executed flawlessly.

Final Thoughts

With Mailchimp’s Campaign Manager, you have a powerful tool at your disposal to easily design, carry out, and assess multi channel campaigns.

By following these step-by-step instructions, you can unlock the full potential of Campaign Manager and drive success in your marketing efforts.

To improve your campaigns, specify your goals, make use of the campaign calendar, optimise touchpoint scheduling, and use webhooks. You’ll have the resources and knowledge you need with Campaign Manager to engage your audience successfully and meet your marketing objectives. Check it out now and see how successful your promotions are!

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Liz Seymour

Liz Seymour

Queen Chimp Of Marketing

Cheesy as it sounds, Liz is the biz when it comes to  Mailchimp & Email Marketing.

She's worked in Marketing for around 20 years when she went to uni and studied Multimedia Technology…That's where her love affair with all things Marketing began. 

Since then she has worked for household names such as Wickes, The Rank Group, Nuffield Health, Snappy Snaps and Marriot. Not to mention a great variety of businesses and agencies.

Here at Chimp Answers she deals with all things Marketing focusing on the Content and Copywriting side of things such as Blog posts, Emails and landing pages. Liz is Certified in Direct-Response Copywriting, Google Digital Marketing Fundamentals,Hubspot Inbound Marketing,Hubspot Social Media and Mailchimp Foundations.



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