Welcome to Welcome to. Getting started is easy this guide will help you make a seamless transition in just a few simple steps. We ll explain how to set up your lists, create beautiful campaigns and view your reports in. We ll also go over the differences in using and *. If you have any questions that aren t addressed here, feel free to contact our support staff at mailchimp.com/support. We ll be happy to assist you. Quick Start Guide If you don t have much time, here s the 30-second tutorial on how to import your list, set up a template and create a signup form in. When you have a few extra minutes, read the rest of the guide to get your bearings. 1. Import your list To import your existing General Interest list, click the Lists tab > Import link, and under your import options you ll see an Upload list from button. 2. Set up a template You ll choose your template and design your campaigns using our inline content editor on Step 3 of the Campaign Builder. You can use one of our pre-designed templates if you don t want to design your own do a lot of customization. If you like customizing designs or want to make your campaign match your website s look and feel, try our start-from-scratch templates. We leave the header/body and footer and columns open for the most customization possible. Our Design Genius will walk you through the styling process and help you make your campaigns match your brand s look and feel. Here s where you can find our template options and Design Genius. You can always go back and change your template, so feel free to try several options that
might work for you. 3. Create a signup form Your signup form is automatically set up for you when you create a list. You can modify the design and add fields in the Lists tab > Forms. Those three steps should get you off on the right foot. But if you have a few minutes to learn some of the details about moving your list over to, please read through the rest of this guide.
Learn Your Way Around In this section we ll go through some of the differences you ll encounter when you switch to. We ll remind you how you performed a particular task in Constant Contact*, and explain what you ll do in. Let s get started. Account Settings In *, you would change your account settings under My Account > Update Account Information. In, you ll find all your account settings like username, password, contact info, time zone and other account defaults under the Account button. It s in the upper left corner on every page of the app.
Lists In *, you would manage your lists under the Contacts heading. In, you ll manage your subscribers and contacts under the Lists tab. In *, you have multiple tab options for importing a list, typing in contact information, or importing from your address book/crm. In, you can easily import your existing General Interest list. Click the Lists tab > Import link, and under your import options choose Upload list from (see the Quick Start Guide on pg. 1.) In *, you would only have one list in the account. All contacts fall under this General Interest category. New lists are subsets of General Interest, so some subscribers may only be in General Interest and other subscribers may be in General Interest plus other lists. You would have a global suppression/unsubscribe/bounce list across the whole account through the General Interest (default) list. In, you ll treat each new list you create like your Constant Contact* General Interest list. Each new list will have its own set of content tags (called merge tags), unsubscribes and bounce lists. Duplicates will only be removed from each list, not across the whole account. Keep in mind that every list in your new account is an independent list and doesn t talk to the other lists, so there isn t a global suppression list. You ll use Groups to create sublists and segments. Groups are the equivalent of your former New Lists. We ll set up these groups for you based on your sublists when you use the import from /* option.
Avoid deleting and uploading new lists or just uploading the same recipients into a new list when you want to update your list. In *, you would edit the default list fields and your custom list fields in separate areas. In, you ll edit your list/merge fields under Lists > List Data. Importing Your List From Your Old ESP Now that you know the basics about lists in, it s time to move over your existing lists and segments. Here s how: First, export your list from *, selecting all the fields you want to move over to plus the ones we require. Save the files directly onto your computer as either a.csv or a text file. In your new account click Lists > import, and under your import options select Upload list from *. Upload the file you ve exported from *. If you need to make edits to your list, you can export the file you just uploaded, make the necessary changes, and re-import later. Keeping Your Sublists In Separate Groups * lets you export either your whole list (Active contacts) or various individual lists. We can import any of them, but if you want us to keep your sublists in separate Groups (see the following section), then Active contacts and Show list must be selected when you export.
Groups Say you had three lists in *: a General Interest list, a Puppies list and a Kitties list. We ll import all three lists as one list, and then General Interest, Puppies and Kitties will become Groups. Notice that under Your Interests, all your recipients are in the General Interest group, and some of them are in the Puppies and Kitties groups. So if you only want to send to people who are in the Puppies group, you would choose that segment on Step 1 of the Campaign Builder. We ll explain how to do that in the Campaigns section. Deleting Lists It s better to use the auto-update option and add new members or member information to your existing list than delete a list then re-import. Deleting and uploading new lists with the same recipients on a regular basis tends to cause abuse complaints. When you delete a list, the entire list history is lost (including unsubscribes, abuse complaints and bounces), and people who already asked to be removed can be added back to your list. Because all lists in are independent and share no information, there s no overall account suppression list. Signup Forms In *, you would set up and activate your signup form under Contacts > Grow My Contact List. In, your signup form is automatically set up for you when you create a list. You can design and tweak under Lists > forms.
In *, you would edit fields and the look and feel of your signup form under Contacts > Grow My Contact List > Customize My Form. In, you can do all your editing for each form and confirma- tion page in the signup process under Lists > Forms. Choose Build it to tweak your field types, hide fields and set default field values. Choose Design to set your fonts, colors and style. You can edit your text in either mode. In *, you would edit fields and the look and feel of your signup form under Contacts > Grow My Contact List > Customize Welcome Email. In, you ll toggle to the different parts of the process by using the Forms & response emails drop-down menu. In *, you would have only one signup form per account and text fields only on that form. In, you ll have the option to provide text fields, and also create number fields, drop down menus and multiple-choice fields. Campaigns In *, you would create campaigns under Email > Create an Email. In, you ll use the orange Create campaign button from the Dashboard or the Campaigns tab. In *, you would choose your template then be In, you ll choose your template and design your campaigns using our inline
provided with options for adding content blocks and editing colors and text on your email. To find Permission Reminder, view as webpage, forward and subscribe options, look under "Message Options". These options will appear as plain text at the top of your email. content editor on Step 3 of the Campaign Builder. You can use our pre-designed templates if you don t want to do a lot of customization or design on your own. If you like customizing designs or want to make your campaign match your website s look and feel, try our start-from-scratch templates and Design Genius. Our templates automatically include your permission reminder, a link to view the campaign in a browser, and your forward to a friend link. You can add a subscribe link to your campaign by adding the tag * SUBSCRIBE * into the body (just like you would add text). In *, you would need to verify email addresses in your account to use as a from or reply-to address. In, you ll use only a from name and reply-to address. When setting a from Name, it s best to use your company or real name. NEVER an email address. That s a spam-filter trigger. They might think you re trying to confuse them by using two emails in the from and reply-to fields. In *, you would Spam Check for a quick look at possible junk folder issues using Spam Assassin and proprietary content matching. In, you can use our Delivery Doctor (paid accounts only) for a quick look at possible delivery issues, using information from ISPs and major spam filters. In *, you would edit the plain-text version of emails under Advanced Features > Edit Text Version. In, you ll edit the plain-text version on a separate step after you ve created the HTML version of your campaign. We ll automatically create a plain-text email for you, using your HTML email content.
Footer In *, you would find the forward to a friend option under Message Options, and footer settings are not configurable. In, you ll edit the footer directly in the campaign builder, where you can add or remove the Update profile link and customize. In *, The Constant Contact* logo would be on every campaign you send unless you contact a sales representative to remove it for you. If you have a paid account, you don t have to include s logo in the footer of your emails unless, of course, you want to. Unsubscribing In *, you would provide your subscribers with one unsubscribe form for the entire account. With this form, they can unsubscribe from all emails from you just unsubscribe from one of your smaller lists (again, our Groups). In, you ll have a separate unsubscribe link and form for each separate list. When using Groups to segment your list: If you want your subscribers to be able to unsubscribe from only one segment, then you ll use the Update profile tag to allow them to set their subscription preferences.
Archives In *, you would pay for the use of campaign archives and manually select each campaigns you want on the archives under the Email marketing > Archives area. In, you ll have a free automatic archive for all of your campaigns (including those you code yourself) that you can use or not, depending on you preferences. Move all campaigns that you d like to show in the archive into an Archive folder that you create. Get a code snippet under Get archive code that will allow you to host your archives links on your own website. Reports In *, you would find your reports under Contacts > Reports (list data) and in the Email > Reports (bounces, spam reports, opt-outs, opens, clicks, etc). In, You ll see the number of opens, clicks, forwards and complaints as well as a number of specialized reporting, including opens by location, domain performance, who tweeted and retweeted your campaign (eepurl stats), your list performance compared to your industry, and helpful performance advice. You ll also have access to Subscriber Activity Reports, which show you who clicked and who didn t open, and let you segment your list based on this data to send very targeted emails.
Support If you ve read through this guide and still have questions, feel free to contact us. You can search our Knowledge Base anytime, or live chat with our support team between the hours of 9am and 5pm EST Monday through Friday, at mailchimp.com/support. We also offer daily online training sessions view the schedule at mailchimp.com/webinar. And we ve got a lot more guide where this one came from, at mailchimp.com/resources. * is a registered trademark of, Inc. All Constant Contact products and services that we mention are property of, Inc. The content of this guide was created on 10/22/2012, so some of the products may have changed since then. We re not affiliated in any way with, Inc. How We Really Feel About : is a solid service that s great for small businesses who are totally new to email marketing. has invested heavily in call centers and regional seminars to help people get started. They ve done a lot for the email marketing eco-system in this way, and we thank them for that. We created this guide for people who are beyond the beginner stage, and who want to switch to because they re looking for a self-serve email-marketing application with more power features.