Table of Contents
Getting Your Mailchimp Account Set Up #
To ensure a smooth onboarding process for your email marketing, please follow the steps below to create your Mailchimp account and provide our team with access to set everything up for you.
Step 1: Sign Up for Mailchimp #
- Visit Mailchimp and click on Sign Up Free.
- Enter your email, desired username, and password.
- Click Sign Up and follow the prompts to verify your email address.
- Complete the initial setup process by entering your business details, including name, website, and industry.
Step 2: Choose a Plan #
- Mailchimp offers multiple plans, but we recommend the Standard Plan as it includes automation features essential for your email marketing.
- Select the Standard Plan or a higher tier to ensure access to automation capabilities.
- Enter your credit card details to activate your account.
Step 3: Notify Us Once Your Account is Set Up #
- Once your Mailchimp account is created and active, please inform your Client Success Manger
- Include the following details:
- The email address used to create your Mailchimp account
- Your business name as you set it up with Mailchimp
Step 4: Accept Our Agency Access Request #
- Once we receive your email, we will send you an Agency Access Request through Mailchimp.
- Check your email for a message from Mailchimp titled “Agency Access Request”.
- Open the email and click View Request.
- Log in to your Mailchimp account if prompted.
- Assign us Admin access.
- Click Grant Access to finalize.
Step 5: Final Confirmation #
Once you’ve approved our access request, please reply to our email to confirm so we can proceed with your account setup.