mail chimp workshop - fid.medicine.arizona.edu · • use the easy online form to add subscribers,...
TRANSCRIPT
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MAIL CHIMP WORKSHOP [Web-based application]
Karen Spear Ellinwood, PhD, JD, EdS Director, Instructional Development
Assistant Professor, Obstetrics & Gynecology
UA College of Medicine
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Session Objectives
• By the end of this workshop, participants will know or be able to do the following:
1. Identify purposes for which you can use MailChimp
2. Create, edit and manage LISTS, CAMPAIGNS and TEMPLATES.
• LISTS • Create, edit, import, export
and manage lists of recipients for email campaigns
• CAMPAIGNS • Create, edit and distribute
email campaigns
• Edit content using formatting tools and HTML code
• TEMPLATES • Create and edit templates
• REPORTS • Track list and campaign
performance
• Access, generate and interpret MailChimp reports
• If Time Allows: Haiku Deck demonstration
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What you’ll work on today [the handout]
1. Create an ACCOUNT
• Create a FREE account with MailChimp
2. Create a LIST
• Create LISTS using entry form online
• IMPORT emails
• Create list using Microsoft Office Excel (.csv) file
• Upload the .csv file to MailChimp
• Create Subscriber forms
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What you’ll work on today [the handout]
3. Create a TEMPLATE
• Create NEW templates
• SAVE a campaign as a template
• Remove content that won’t be repeated
• Create BLOCKS for repetitive content
• Ex. RSVP buttons
• Ex. Contact Information
• Ex. Regularly scheduled workshops, teaching days, meetings
4. Create a CAMPAIGN
• Create a campaign using MailChimp template
• Modify the template to suit your desired look & feel
• Draft content you want to include that you could send to clients or colleagues
5. Test Campaign Distribution
• PREVIEW mode desktop & mobile device views
• EMAIL a test to yourself
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What can you do with MailChimp?
• Produce attractive, professional-looking newsletters
• Create “subscriber” lists and track responses to email “campaigns”
• Distribute to list “segments”
• Be more efficient by using templates and replicating campaigns
• Be more effective – Embed links and videos
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Specific Examples
• Provide updates on training opportunities, conferences • Provide attractive links to resources
• Notify faculty of CME opportunities
• Invite people to a meeting with • Detailed presenter information
• Easy to use RSVP buttons
• LINK the AHSC Memo to a more slick looking MailChimp campaign where you control how to present content
Patient education Example
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Why Mail Chimp?
• Generate professional-looking email campaigns
• Create your own look with MailChimp templates
• Avoid recreating the wheel - REPLICATE campaigns
• Upload existing email lists
• Export mail chimp lists & performance statistics
• Embed a subscriber sign-up form to your website
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Why Mail Chimp?
• Monitor whether you’re reaching your audience.
• Who and how many subscribe or unsubscribe from your list?
• # and % Opens
• # and % Clicks
• List performance as compared with industry average
• Track List Performance
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Statistics Track List Performance
• Open Rate
• Click Rate
• Industry Standards (averages)
• List Growth
• Subscriptions & Un-subscriptions
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Track Campaign Performance
• MailChimp tracks how each campaign performs
• Compare how your list performs with the Industry Average
• Discover what percentage of recipients
• OPENED the email campaign
• CLICKED on hyperlinks to your site or resources
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HOW TO GET STARTED Create a MailChimp Account
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Sign-up!
• It’s free
• Since the intention is to use this for work, please use your work email.
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Create Profile
• Add photo (optional)
• Add/Edit contact information
• “Organization information” = UA CoM and department information.
• Appears in the FOOTER of every email campaign
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The Footer
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Create Profile
• Add photo (optional)
• Add/Edit contact information
• Organization information is what will appear in the FOOTER of every email campaign
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CREATE & DISTRIBUTE Campaigns, Lists & Templates
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MailChimp Vocabulary
• Recipients = Choose List
• Setup = Name campaign, Set Tracking & Twitter Feed
• Template = Choose template
• Design = Create/Edit Content, and access “additional features” (e.g., Preview, Test)
• Confirm = Get ready to send, review before sending
• Schedule or SEND NOW!
• NEXT always takes you to the next step in this process
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LISTS Create a list of recipients
Import…
Export…
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Create & Organize Your Mailing Lists
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Add Contacts • Use the easy online form
to add subscribers, one at a time
• Choose whether to send specific recipients email that arrive as plain text or HTML (web-page appearance)
• Lists should respect recipients – MailChimp wants an assurance that you have permission to add someone and that including them will not be considered unwelcome
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Import (Upload) Lists
• Save settings and follow them with each import
• Upload Excel file (csv or tab-delimited format) to add several (or lots!) of subscribers at once
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Create Sign-up Forms
• Embed them on your website
• Subscribers can sign up by themselves
• No question about their desire to be included in the list!
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Export Lists
• To review
• To share with others (when appropriate, i.e., with list permission)
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CAMPAIGNS Create
Distribute
Track
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Use MailChimp Templates
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First, Select The List
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Complete Campaign Info
• Name your campaign
• Create Email Subject
• Make sure your name is how you want it to appear on the email
• Verify email address (SENDER)
• Select Tracking options
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Tracking & Twitter
• Affirm or Delete your AUTO Twitter Feed for this campaign
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Select a Template - Basic
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Select a Template – By Theme
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Saved Templates You’ve Designed
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Begin Writing Your Content!
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Set up Content with Images, Text, Social Media Displays
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Click & Edit!
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Edits Appear Simultaneously in the Viewer
You can see instantly how your campaign will look!
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If you dare, do a little HTML code!
Bold Font HTML Code for Bold Font
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Delete, Duplicate & Edit Blocks
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Additional Features
• Preview to view in desktop and mobile app modes
• Test – Send to someone or yourself as a preview
• Save what you’ve created as a template to use in other campaigns or with other lists
• Save and come back to this another time
• Exit
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TEMPLATES Comment
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Create & Organize Campaigns
• Organize campaigns by list
• Filter by date, list
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Create Specialized Templates
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PREVIEWS What will your campaign look like?
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View your campaign BEFORE sending it!
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So you can EDIT your campaign BEFORE sending it!
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View your campaign in MOBILE mode BEFORE sending it!
• Is the font too large for
display on a mobile device?
• Do content blocks take up 2lines when they should bedisplayed on 1 line?
• If yes, change it!
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Edit Design Settings for Mobile Styles BEFORE sending your campaign!
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Mobile Styles
• Use the SAME color and font as the styles (e.g., headings) of your template.• Allow you to change the Font Size and Line Height to adapt to a mobile display,
WITHOUT changing how it will look on a desktop!
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Change Body Text, Left/Right Column Text, Footer Text styles!
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Edit Mobile Styles
BEFORE AFTER
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Without Changing Desktop Styles
BEFORE Mobile Edits AFTER Mobile Edits
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TEST your campaign BEFORE sending it!
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TEST your campaign BEFORE sending it!
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AUTO-FEED TWITTER Account Settings, Template Design, Set-up
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Set Your Account on Auto-Tweet
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MONITOR PERFORMANCE Statistics by Campaign & List
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Automatically Generates Reports
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Offers Details!
Mouse over data point to track performance of specific campaign
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There’s a search function!
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EVALUATION Please take a minute to offer feedback on this workshop and to the facilitator.
Karen
http://bit.ly/sos-mc
THANK YOU!
http://bit.ly/sos-fac