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How To Use Mailchimp For Email Automation

Email marketing has a tremendous impact on the conversion of sales and customer retention. Considering that each dollar spent on an email marketing campaign generates about 44 dollars in return, or the 5 percent it yields in retaining customers. Then, you'd see how your business is missing out on this digital goldmine–in case you don’t have one already in place.


Automation increases productivity. It saves time and increases monetary value both short-term and in the distant future. Whether you are a digital marketer selling a product online, or a business owner seeking to automate your sales funnel, this article is for you.

Here, you will learn how to use Mailchimp to automate your email marketing campaign. But first, let’s find out how Mailchimp works, and how to maximize its platform to trigger conversions and sales.

How Mailchimp works

How Mailchimp works

Mailchimp remains one of the top marketing automation platforms to help businesses achieve their email marketing goals. It does not require its users to install any app or software to get their email marketing going.

Asides from using its logistical resources- template creation, automation, segmentation, mailing list management—to facilitate email marketing campaigns, Mailchimp gives its users analytical features for performance measurement.

With no coding skills required to implement, Mailchimp remains one of the easiest- email marketing services for even the most basic users. Its seamless features allow for front-end management- creating email campaigns and automation. Users with coding skills can also build their preferred Mailchimp template from scratch. This is especially notable as Mailchimp allows for the easy transfer of HTML codes. All that a user needs to do at this point is to import the HTML code’s zip file.

Mailchimp achieves results with the aid of several standout features. Here are the integral features that power Mailchimp:



  • Customer Journey Builder

  • Email Automation

  • Geo-tagging for local Email campaigns

  • Preview and Test feature

  • On the go campaign launch

  • Surveys

  • E-commerce Performance Tracking

  • Tracking and Reporting

When utilized properly, Mailchimp's outstanding features make it a game-changing email marketing tool. For increased productivity and better management of all-round business operations, automating your email marketing is a no-brainer. So, how do you go about this? Here is all you should know:

How to use Mailchimp for your email automation


The essence of Mailchimp's automation feature is to streamline communication and ensure that you send the right emails at the right time. You can easily begin your email automation setup by using pre-set automation, configuring triggers at your preferred timeline.

But before doing anything at all, you must have signed up to Mailchimp’s services if you haven’t already done so. Signing up is quite easy as you only need to access Mailchimp’s site to get registered.

Mailchimp’s Classic Automations

To create classic automation with Mailchimp, you must be familiar with the types of classic automation. These include recommended automation, tagged contacts, subscriber activities, thank you pop-ups, Ecommerce abandoned cart recovery, product follow-up, thank new customers, and reward best customers. These classic automation triggers when specific actions are taken. And you can go on to expand your automation as Mailchimp has many more to offer. Hence, the need to get familiar with the terms of Mailchimp's classic automation.

Mailchimp’s Classic Automations

Once you know what classic automation type you are going for, you can follow these general steps below:

  1. Locate the automation icon on your Mailchimp's account dashboard.

  2. Select Classic Automations. Your selection opens other campaign options to meet different objectives.

  3. Select a campaign objective. If you cannot find what you seek from the options automatically generated by Mailchimp, you can create a custom automation. But you have to do this from scratch.

  4. Now you have to decide your preset type. Whether a single email or a series of emails.

  5. Name your campaign, and select your audience. You can insert your email list here at this point.

  6. Ensure that you hit the ‘Begin’ button when you are done.

Your email campaign automation is not complete just yet. As you need to customize the emails to be sent, Mailchimp provides an email on-page builder for such purposes. Here, you can design, order, reorder, remove, and add emails to your setup. This area also allows for the monitoring of your emails and your overall workflow.

Follows these steps to design and edit your emails in your automation:

  • Select the design button. Here, you will input your email's title, subject, preview text, 'from' email address and name, and your Google Analytics ID.

In your subject line, use the Automation merge tags to display the position of your email in your automation.

  1. Click ‘next’ to proceed.

  2. Select a template for your email. You can now design the look of your email to match your branding.

  3. Mailchimp’s ‘view and test’ button helps you get a preview of the emails you are automating and how your recipients get to see them. Ensure that you utilize this option to eliminate errors and improper formatting.

  4. Save your work and make your way back to the automated timeline with the ‘return’ button.

Workflow Settings

Mailchimp For Email Automation

The general automation settings include the workflow name, email address ‘from name and address,’ as well as tracking options. Note that the email set in the automation section applies to individual emails, which you can always edit. You can make your way back to this section by using the ‘edit settings’ button on the automation section.

After designing your email, configuring the automation workflow, and editing your settings, you have to review and start the email automation process.

  1. Once you are ready to send, review the checklist appearing on your screen. Resolve any issue on display and use the edit button to make adjustments to fit your style.

  2. Use the ‘start sending’ button to commence sending emails from your automation workflow.

Wrapping Up

Customer retention is a major hassle for every business as it affects the business's sustainability. It further helps break the barrier of finding newer customers. Email marketing helps reduce the number of clients who go through your sales funnel without converting them. As finding reputed and reliable email marketing systems poses a big challenge, this article discusses an effective tool for best email marketing results - Mailchimp. And you can automate the process too!

Although certain automation requires different setup processes, this article discusses how to automate classic email campaigns. However, it gives an overview of creating any automation that your business requires. The steps to automate your email marketing with Mailchimp shows how easy the automation process can be - whether you choose to employ the services of a pro or not. Remember, automation not only increases productivity but keeps your audience connected with your brand.


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