MailChimp Audiences - Upload, Manage & Grow Your Email Contacts | Stuart Waters | Skillshare

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MailChimp Audiences - Upload, Manage & Grow Your Email Contacts

teacher avatar Stuart Waters, MailChimp Pro Partner, Kajabi Partner

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Welcome To The Course


    • 2.

      Audience Overview


    • 3.

      Preparing Spreadsheets


    • 4.

      Uploading Exel Contacts


    • 5.

      Updating Contacts


    • 6.



    • 7.



    • 8.

      Sing Up Forms


    • 9.



    • 10.

      Pop Up Code


    • 11.

      Pop Up Forms


    • 12.

      Unsubscribe and Archive


    • 13.

      Double Optin


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About This Class

Are you an entrepreneur who is looking to use MailChimp to manage your audience?

MailChimp is the largest and most popular email marketing platform in the world, however, working out how to use it can be difficult if there is no one there to help.

My name is Stuart and I am a MailChimp Pro Partner, I have thought hundreds of people how to use MailChimp successfully. I have over 120 5 star reviews on People Per Hour and my course has over 100 students on other platforms. I am now excited to bring this to SkillShare also!

With my tuition, I am confident that you will be able to be sending your first email campaign out within an hour.

We will learn the below within the course:

Your time is too precious to work it all out yourself...Learn the world's number one email marketing tool the easy way, with step-by-step videos...

  • Upload your contacts
  • Segment, tag and use groups to manage your audience
  • Create a pop-up form and add it to your site
  • Create custom forms
  • Add double optin
  • And more

Meet Your Teacher

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Stuart Waters

MailChimp Pro Partner, Kajabi Partner

Level: Beginner

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1. Welcome To The Course: Hello and welcome to yet another militant course. My name is Stuart and I'm a MailChimp Pro partner and I'm the founder of brand marketing. And today I'm going to teach you about audiences within MailChimp. Having a fantastic looking template is all very well. But if you don't have any contacts in your account, then no e-mails are going to go out. So what I want to run through with you is overlooking the whole audiences section with a Mailchimp. So adding your contacts in, uploading bulk CSV files, working out how to organize a CSV files to make your days as much as efficient as possible. I'm also going to teach you how to segment everything, group, and add tax. I'm sure you've heard millions of things about these before. It's not as scary as it sounds. They are as fancy words for making your data nice and organized. So you know who we're sending which campaign to. Audiences also includes things like sign up forms. So when people subscribe that, you can ask certain questions and fields and pop-ups which you probably see the annoying forms that pop up all over everyone's sites trying to get you to add your e-mail, address them. And let u be one of those people and you can create yours too. And that will also be part of one of the projects in this course. I want you to design your own pop up. And you can send me a link so I can test it. So that's it for now. Basically, this is for all levels. It starts with the beginning basics, adding your contacts, et cetera. And then some of the segmentation and targeting gets a little bit more complicated. But you'll find a resume, don't worry. I'll see you inside. Thanks so much. It has any other questions or any feedback, please just shout out to me and I can't wait to work with you. 2. Audience Overview: Now it's time to add in your own data. Your own data that can be added in. If you want to add them manually, one-by-one basis. Or you can add in a group or a big list all at once through an Excel CSV file. So I'll show you the audience dashboards quickly before we start adding concepts. Here you can see audience with a funny-looking Lego creature icons here. We can click on that. This takes us to our audience dashboard. So at the top it tells you how many people you have in this audience and how many of them are subscribed? They're not subscribed. It probably means they unsubscribe from a previous campaign. We look for the dashboard. It tells all kinds of cool stars. So how many people have described recently where they've come from? So you can see here that 83% of these contacts that come from our e-commerce sink that we did earlier on for the Shopify. And 17% are being added in manually or by me. It works out all kinds of things like location and engagement rate of each of the people. So the more you build this up and the more campaigns you send out, the more data management can give you. And it can give you some really cool smart stuff. And in the dashboard, we can view all of the contacts by clicking on the top right, left view contacts. And here it shows us a list of everyone that we have in here. You can see the firstName, lastName address. So this is all info that we linked in from our Shopify. But I will show you how to add an extra columns because there might be some that are more unique for your business. And here we can see who's described and who isn't. And then from here we can even click on individual people. So we can click on ourselves in this case. And in the activity field here on the left, it will show you exactly what they've clicked on, opened what products they bought. Anything is really cool. If you have an e-commerce site attached to it, it will show you how much revenue that actually spent. But eventually, you are going to want to add your own contacts at this list as well. So I could show you exactly how to do that. As I mentioned, we can have it through subscribers. We can add it, we do it manually by typing them in one by one. Or we can import contacts. So these are the two ways you add contents in yourself. There's sign-up forms as well. But we'll go into that a bit later because there's quite a lot to it. So for now, these are the two options that we manually add people in. So we click on Add a subscriber. This gives us a form where simply as you like, you can add in contacts through this. So if I add one of my personal e-mail addresses in and my dress, birthday. And then we can choose, if you want them to send the full HTML emails which always click that or don't even click it. And then what you need to make sure is that you click on this person gave me permission to e-mail them. If you don't click on that, then melting but add them, but it will have them as non subscribed. And if they're already in your audience that you might want to, you might be adding someone and change some of the details. Then you want to make sure you click this button here. And then we click subscribe. It's not easy as that and deceive, it's actually worked. What you can do is where it says your audience has seven contacts. We can click on your contacts. And we can see at the top that I've been added in with exact details that we used. So simple as that, it's adding view manually. As all you gotta do. Nice and easy. 3. Preparing Spreadsheets: The manual adding is, is great if you've got maybe like one or two. But of course sometimes you have a list of hundreds or even thousands and you're not gonna be sat there typing every single one-off or copy and paste in one-by-one. So luckily, Mailchimp has a really, really good import feature from Excel. So what I would do before actually going into Mailchimp and doing this, I would go into Excel first and prepare your data. So you might have exported this from the previous CRM, or you might have incentive or bought it. If you have bought it, as I mentioned earlier, make sure you do validate it. And again, I'll put a link in good validation so that I use. So once you have your data in a spreadsheet, it probably looks something like this. So it have on the top and the columns, it will be the headers like FirstName, LastName, phone numbers or dress, et cetera, et cetera. So let's do that. I'll just make these Boulder and I put a border around them just so we can see. And you might want to just double-click on the right-hand side of each of these columns, just so you can see the full thing. We only column we really, really do definitely need is of course, the e-mail address. We're not gonna get a phone without that. But the rest of it can sell more information about the contacts that you actually do have. So you might not need all of it in there, but i'd, I'd add in what you think could be necessarily down the line. For example, if you think you're going to have to send any of this information with an e-mail, then keep it in. Or you might want to keep in phone numbers. For example, if you are sending out a sales campaign and you want to see exactly who opened it. Then you can export that list. You can see all their phone numbers and you can get someone on your team to call them. So hopefully your data will be a little bit more impressive than this. There's obviously just an example. But I've looked through, I'm happy, I'm confident everything matches up. If you have if you see that your email addresses are all under first name, etc, then there's something wrong. You might want to model it all up and fix that. But I'm happy with this. So what I'm gonna do, I'm going to click Save. But what you need to make sure is that you have it in the right format, because when you're an Excel, it normally saves it as a standard Excel file. But when importing data into Mailchimp, you're going to want to make sure this is actually CSV. This is really, really easy to do. We can do this within Excel itself. So we're going to click File. And then we're gonna go to Save As and the left-hand menu. We can see here the moment is saved as an Excel workbook XLSX, which is fine for looking through data but not for importing it. So what we do is click on the down arrow here. And we scroll down to the list where it says CSV comma delimited. So this is the one we want to use. I mean, there's other ones that do say a CSV next to them and I think they are fine as well. But this is the most standard one. This is the one we want to use. So let's save that. Replaced it. Now, we can go back into our Mailchimp. 4. Uploading Exel Contacts: So again, we want to go into the audience dashboards, which I'm sure you remember this already. Just check out the funny icon on the left. The lego people will click on that. Then again, it takes the audience dashboard. And this time, when we click on Manage audience, we want to go down to import, subscribe this instead. So we click on Import, import contacts rather. So click on important concepts. And here it gives the two options. We can upload a file using CSV, or we can copy and paste contexts from a spreadsheet. I mean, now we've, once you've gotten the effort of sorting it all out in Excel, it's, I'd always recommend just saving it as a CSV and important yet, because that way there's no room for error is easy to copy and paste things in the wrong column, for example. Or I've done before. Sometimes you think you've done Control a and got everything and you end up missing some important parts, sometimes the email. So it'd be upload the file that we'd have to worry about any of that, does it all for us. And then we click on browse to upload our contacts. We can see it here. Mc example data, which is the one that we've just made. Now, we want to double-click on this and continue to organize. This. Asks us what status you want to add this in as. We're going to want to add this as subscribed. The only way you would want to add in undescribed is if you're adding a list of contacts who have unsubscribed to a previous e-mail marketing software. And you want to import them in so you have the data. But you want to make sure you've done it, send to them. Because you never want to start adding data in. That that's been unsubscribed before. It's just it's just asking for the balance place to go crazy on you. So just leave that. We just want to click Subscribe for this. You want to click on update and existing contacts. If you've already had these concepts in there, then continue to tag. The tags are there to help you match up your data it better. So for example, if you have a contact list, which is all people who subscribed from a pop-up event you had in London, you might want to say, create a tag for it called London pop-up event. That way, you can then send emails just to this lot of tags later on instead of sending to everyone. But we're looking at tags more later on. At the moment. We're just going to click Continue to match set. This is the important part where we actually match up the columns that we had in our spreadsheet with our merge fields in Mailchimp submerge fields are added. You want to add a bit of personalization to emails. So one merge showed that you have, for example, a common one is FirstName. If we send that a lot of e-mails and add firstName. For this first contact here, it will say Stephen, you probably get emails like this all the time from huge corporations. And unfortunately, they're not writing these one-by-one. They are adding in merge fields and picking out your name like that. And we can do that later. And the way that we get this correct is if we match up our Excel lists properly. So as you can see here is a perfect example. This data is actually not matched up very well because we've got Mr. in our firstName, merge fields and misses. Which would mean if we're sending out a bulk email, it would say Hello, Mr. And I mean, that looks pretty bad. I think I'll be describing quite quickly. So automatically Mailchimp has a number of merge fields in there already. As you can see, firstName is matched up automatically. Lastname is matched up automatically. And importantly, email address is matched up perfectly. So here we skip across any blank ones. It skips out, don't worry about that. But then here, this orange, it means that there's a column or merge that doesn't exist in Belgium. So weirdly, Mailchimp doesn't actually have an automatic merge field for business or company name, which does seem crazy to me. That is what it's for. But we can resolve this very, very easily. And this can be done for any, any topic of column, any type of column name that you want. So you can click on here on the orange. Now it's asking us to match up company to one of the automatic, automatic merge fields within MailChimp. Here we can see every single merge field that Mailchimp automatically has. And you can see they're quite basic. It's mostly adress, birthdays, preferred email format. So there's nothing to do with business name. For example. There's no problem. All we gotta do is click on create new field. We're going to call this business name. I'm going to select the datatype, and that's just text. Let's confirm this. Now you can see here on the left, it's no longer orange is matched up and we're good to go. Phone number. You can see that as oughtn't mathematically matched up already. If you've got any blank ones like city or state, then just click Next, we can ignore that. Then we get to another, another orange field which has data room. So we can see here that as an address. And the reason it hasn't matched it up is because Mailchimp has about four options of addresses that you can add. Say when I click in here. And it already has a suggestion for combined address. You may want this, it may not be right for you, so you can scroll through and then you can choose what you want to match this up with in Belgium. So I'm happy with combine the dress for this. So we're going to click confirm. Again here, some orange, but we don't need it as empty County, empty postcode. This is something we need to add again. What we can see here is there's no option for address. As you can see, the option for postcode is there, but it's grayed out. And this is actually because I think about it is because I don't use the combined address field for our previous address column. If you do make a mistake like that. Luckily, we can go back a stage and we can do it again. So continuing to match, these are matched up already. Phone numbers matched up. Company want to go back in and add this. Because we've already added in the merge field now to this audience that will stay there forever now, we can look through and merge tag is here, much like six for business name. So we can click on this and confirm it. So this time we go back and address. We don't want it combine the dress anymore. We're going to call this line to address. Again. If you don't want to call it that you want to call it something else. We can just click on Create a new field. And you can call it whatever you want. But in this case, in this situation, I'm going to call it address line two. And we're gonna confirm. And keep going cross, we click on the right arrow and go back to postcode, which is where you got stuck before. And this time, yeah. Luckily, we can see addressed at the bottom and it says zip postal because it's all it's all American. So when I click on this one and confirm, I mean, if you really, really want it called postcode, if you're quite fussy, there's no problem with that. You can just click on Create new field called it postcode. Confirm. Then once you're happy, it would say seven columns being ported, six columns will not be imported. It's always worth just kind of scrolling through the left arrow and checking that everything you need is being added in. If you're not that bothered about adding a phone number, for example, you don't have to match it up. You can just click on, click on the tick and checks it off. And then that way it doesn't add it in. But this time we're going to add it in. I'm going to go absolutely crazy. And then we'll click finalized imports. This is where you review your import. Six concepts be updated or added to a brand new audience. Import from file status ascribed, which is what we want. Unless as I mentioned, are adding in a list of people who have not wanted to hear from you and then update existing concepts. Yes, tagged, none, scrape, complete import. Ready to go. Now because of that, it was very quick because I added six. Hopefully, you can tell us a bit more exciting. Updated 0 contacts and added six. So if you have contacts already which had those information, it will then tell you how many of those there were. And it will update then you fields. So for example, if you had them in before, they wouldn't have had business name because they merge tag didn't exist. But now you've added an Excel with that new column and merge field. They all know our business name. Here we can start a campaign of your contacts. We want to get too ahead of ourselves in August in a campaign just yet, because there's more audience stuff that you want to look at. If you do want to send the campaign trail way, then you can, you can skip the next ones. The next videos. You contacts is viewed concepts. Now, audience, this has got a bit bigger. And we can see here the firstName, lastName address is being added. 5. Updating Contacts: And if you do want to change something manually, then you can click on one of the people. Mister we can edit profile information. And here we can change it. So it makes him Sam, leave his last name blank because we don't know it. And save. Okay. It's not let us do it because we haven't added the full address. Now it's been updated. And you can see here, firstName is now Sam instead. If you do want to, if you realize you've done that for loads of people and you know, hang on. I missed I missed out a column. I'm I missed out a field. All the names are wrong. No problem. Well, you gotta do edit your spreadsheet again. Sam. Copy these names, typing that. We can delete the last name because obviously we don't have them. Apart from the first one we did. We can save this. And then we can go in and match them all up again. So we go to audience. On the left. Manage audience, import contacts, Upload File. We choose that file again, which has now been updated. This is where we do the exact same thing again, but just make sure that update an existing contacts is on. Which is then we click through and we can match up everything again. So you will see the firstName is now correct. So that's all you've got to do when adding contacts in for a CSP. Just the things to look out for is make sure your spreadsheet is in the right columns that you'd like. It makes sure that you save it as a CSV. And when you're matching up, you just got to make sure again that you're matching up the right columns to the right merge tag. So that will make sense. Any questions with this, you can let me know, but there'll be more videos on the tags that I mentioned. And in campaigns there's a whole another video about adding merge tags to a campaign so we can make emails more personalized. Like I mentioned. Thanks a lot. 6. Groups: So another great way to segment our data is through groups in Belgium. A lot how you segment it is down to preference. Some people prefer never to use groups at all. I actually really like them because it gives you a chance to segment your data further as well. I, you can have your main group categories, such as you could have a group for interests, for example. And the subgraphs crews could be sport, music, dancing, arts, wherever you like. So it really helps you dig further into your data. I wouldn't find groups by going to audience on the left again. We can click on View contacts. Then under managed contacts, we can see the fourth one down is groups. So like we were saying, groups that should catch cry subscribers by things that interests and preferences, subscribers can select groups themselves or you can put subscribe as groups within MailChimp. As it says, there groups is not only great for segmenting and doing sub categorization is great for adding into forms as well. So if we have, for example, a group that was interests with the subcategories, dance, sport, singing, etc. You can have a question assignment in the sign-up form. And it will say interests. And then you can select from what groups they want to be in. That way, they're grouping themselves already. When you become sending your data, your emails, you know, you can only set, you can send campaigns really, really specific to your customers or contacts. So we're gonna go ahead and create a group, just like we said. So on the right-hand side, it says create groups. And then we can choose how we'd like it to appear on a sign-up form. So it's already planning for this already. We can have it as checkboxes. So they can select what more than one radio buttons. They can select only one as a dropdown. So people can select only one or don't show these groups and sign-up form. So we want to make it so I think it's best to have it. The first one is they can select more than one because you can be interested in more than one thing, right? And a lot of this will apply to many questions. So we're going to call it already, comes out with interests already. We're going to have dancing, sports, singing, and you can add, you can add more subgroups here. You can have swilling. For example. If you want to remove any of these, you can just click on the cross, the a button here to get rid of them. Now we can save this group. So what you can actually do is you can import straight to these groups. So this could be useful if in your audience, you already have some segmented data where their interests or swimming, for example. And you can import the contacts straight into here. But for now, we're done. We've got our interests, Cassowary here. We can create another category. This time we're going to say go and select one last holiday destination. So this is just to give you some idea of how you can segment your groups. And you might want to even use groups, but it's something to take notes. I'll definitely say France. I mean, I would I'm sure a lot of people wish they'd go on holiday right now. Germany, Fiji. And we can save and done for now. See you can see we've got our groups and even tells you how many contacts are actually within these. Another great thing about groups is it really helps us with our automated campaigns later on as well. So if someone signs up and they say they're interested in one thing, and they only want to receive newsletters on swimming. They received their own bespoke email. Based on that. You don't have to own import people then to them. You can easily click Import anytime and upload contacts. And you can even move people into groups. So if you know one contact really is meant to go into one area and you made a mistake importing. You can click on Actions, Add subgroup, click on the main category group, and then you can look on the subcategory as well. So this shows you how to add contacts to groups and build out your own groups. Next up, we're going be looking at sign-up forms so we can see how groups plays into those and how your subscribers can pick and choose the groups their lives be part of. And it makes your e-mail marketing so much more specific. 7. Tags: He is ago, Mailchimp would allow you to have as many audiences as you want it for free. I'll create an audience, one of my customers, one for inquiries, one for warm leads. It can go on like that. The trouble is with that, is when you want to send a campaign, you will have to send it to every audience at once. So you'd have to keep sending it to one audience, duplicating it, changing the audience, doing it again and again, and it gets really messy. You'd have newsletter bracket, naught, naught six, for example. And it makes reporting kind of horrible. So Milgrim had changed that and they introduce things called tags. So they actually even started charging for extra audiences to stop us doing that, which I didn't like it at first. But when you get used to it, it's much better. So as we see on this free account, we click on audiences on the left. Then we want to click on Manage audience. Then we click on view or view audiences at the bottom. And here you will see we've got our one audience brand remote. And it says you've hit your audience limit grade now on the other account and have we upgraded. So we could use automation. And on that account are also able to have five audiences. But as I say, best to try and keep it free while you can. And it's a good way to learn any way. You don't want to just keep duplicating it and adding more audiences because it makes things longer and slower in the long run. If you have a Mailchimp account which is linked to a lot of different size, then this is where you want different audiences. So that leads us on to how do we segment our data better? Well, mailchimp does have a few different options. It uses tags, groups, segments, which all sounds like the same thing, but there are differences with it. So what we wanna do, the star is look at tags. So if we click in tax on the left and the yellow bar, it says Toggle context to organize them however you need to. So we can create some tags here. So we might want to say, I want to create a tag for customers. Create. You may want to create tags for warm leads. It could be for things such as pop up event, London, inquiry, all these kind of tags based on your data. So when you are importing the data, remember we looked at the option where you could add them to a tag. So this is what we can do here. We're going to do that again. So we've got our customers tag. So what we can do and go back to our audience dashboard, which is a safe place. Click on Manage audience. Import contacts, upload CSV file, browse. And we're going to use the same file again, just on this occasion. We're going to update any existing contacts. So we've already uploaded this, but, but we didn't know about tags at this point. So will you continue to tag? Now you can see we've actually got our tags that we created already and a few others. So we want to search for tags. We've got customers, warm leads, puppet event which we just made. Or we can type in new ones, such as being contacted. So now you see when it has a tag here, you can cross it to get rid of it. You did the wrong one. Okay. Again, the warm leads. You can add you can add some more than one tag. There's no limit. That's all of them. And then we're going to continue to match. So with this bit, you're probably an expert already. These are matched up company you want to match up to company name we call it rather confirm city-state sleeve that we don't need to update the rest of it anyway, because we know that it's correct. The only thing we want to change is the tags. So you want to finalize import, create import completes in burrata and view contacts. Now when we scroll across, we can see we have these tags next to these people who we added in. So we've got warm leads, pop-up event, probable event, warm leads. So this is great because then when we want to go to sending campaigns, we're going to say, okay, we don't want to send it to this tag. You has warm leads, for example. We can search, we can send our campaign and click on just, it's just the warm leads and only goes to them and not everyone. Because if we're sending a really specific e-mail, we're gonna need these tags. We only want to send to everyone when it's something really, really generic, like a newsletter. But we want to try and make are able marketing really targeted and cemented because that's what works and gets results, which we will look at doing more as we go on. And again, if you do want to remove someone from a tag, we can click on tags in the left and the yellow bar. Now we can see everyone who has the tag, for example, warm leads. Always contacts have warm leads. We click on one person in particular. And then again, we can actually remove their tags by the top-right when the gray. So you can click on don't want him warm leads anymore. Don't want it to pop up event. And we can add new tags to him. So I said you can add as many times as you like. And the very, very easy to change and remove. It's worth in the long run because your campaigns be so much more accurate. 8. Sing Up Forms: So the best thing to do is to actually get to it and start looking at them. So again, regards audience. And then on the left this time in yellow, we will see sign-up forms. So this is where we can see what fields are visible to our public. We're going form builder, which the first one and click Select. And here you will see in build it, we can see every single question that is, that comes up to our subscribers. And we can see all of our groups that we've added in here. We've got interests and our subcategories so they can choose which they want. So if you remember, we clicked for interests. They could only click. Now they could click both. They can pick up lots of misconduct. Include any they wanted and philosopher the destination. They can only click one for example. So that's great. There are groups working in sinking with our forms. So now what we can do, we can look through the fields and just understand how they work. So any field we see that is in white will be visible. Any field we see which has the blue hidden text over it is of course hidden. So if we want to unhide birthday from our form, we can scroll up here. We can see filled visibility is actually hidden. So you can just click on visible instead. And save. And again, if you want to go back and hide it, click on hidden and say field. And you see it's back to hidden. Other things worth taking note of. For each of the fields is whether you'd like it required or not. If you have it as required, it essentially means they cannot fill out the form unless they enter details of when their birthday is. The only one that is really, really important most of the time is email address, which you can't change required anyway, like you need it to be linked with Mailchimp. Sometimes it can be really useful to have a name or first name within your forms because it helps you add in that bit of personalization when you go and email them. So this could be a field that you wanted as required. And if so, all you gotta do is click and the tick box next required field on the right hand side. So we click, this is now saved. And we don't only have to make do with the options we have here. You can add in other fields. Based on website. You can even add images. And you know, how automatically adds in our groups, our interests and last holiday destination. You can actually also add groups in here as well. So if you want to click on check boxes, it will come up with a new group category. We can call this products. For example. Interest in. You can have it visible. We can have some really exciting like pens, pencils. I know this is a bit strange, was asking interests and swimming and then setting pens, but it is what it is. And paper. Stay field. So you can see here in the form, you've got another group. A lot of time we've subscribed forms. I really wouldn't recommend have them too long. The longer it takes, the less likely they are to sign up. But it's complete. It's down to you can always change. It is easy to do. Once you have your form options ready here. Any other integration that you link it with all know, now have these options to match up with. So the, so, so many ways of adding forms to your websites that I probably will add a few to this group based on popular forms for WordPress such as contact form seven or Gravity Forms. But if there are any other options that you think a really useful thing I missed and that's fine. I would create videos then, no problem. So trying to get as many options as we can with this motion does provide you with a link where you can send people to subscribe if you don't have it on your website yet. And this has an assignment form URL. So if you click on it, the moment is the blank form, which looks exactly like your, your one here. But what you can do, you can actually design your form here. Within MailChimp itself. You change the background. You could add, change the head of sizes, the margins. You can change a pharaoh badge images, all sorts. It's worth playing around with and make them look how you want it to. But it's probably best to keep forms clean and simple. If we go back into the sign-up forms filled. Now, you might want to embed this to your site. So the second option is embedded forms. And it generates HTML code to embed into your site or blog to collect sign-ups. So if you click select and it has a preview here. As you see here, you can embed your code into your site and it will come up with a form that you have here, ready-made. But what I would recommend is if you're using a WordPress site or Shopify site, I would use their apps instead because you can make it look so much nicer and have a lot more control. With these. You will need it. You probably have to add some CSS, which basically is making your code look a bit prettier on the site. And it can be complicated. But I will run through some options on this course with how to connect your WordPress forms with mountain or your Shopify. And as I said, if there's anything else you'd like me to add to it, then obviously I'll happily do that. And make sure your forms are connected to your nature. 9. Segments: So another way of segmenting or data is, as it says on the tin, is through segments are pretty easier. Kind of showing you that actually explaining it because it is quite complicated at the start. But once you see it becomes quite simple. So you want to click on Audience again. We click on segments. And here we have no set of segments. So we want to create some. And as it says here, create a segment to target subscribers based on occasion, location, engagement activity and more. So it helps you be really, really specific and really dig down to the data. So if you want it to only send to people who were customers whose interests were swimming, who had never spent on your store before. Then this is how you can do that and build it up, which it will make you. I mean, you can't get much more targeted than outdoor campaigns is brilliant. At the start, when you're having a small amount of data. You don't want to worry too much about all this kind of bit as it is, it's pretty best to build things up, really simple. But knowing about the segments can be really helpful when sending campaigns, because you don't always want everyone to get something. Segment. This can also mean everyone but someone who has a tag, subscribers or has another tag, customers for example, or everyone, but even someone based on their email address, you can say, our everyone's received this e-mail. Apart from shirt Wars, for example, we click on Create segment. We can create messages and emails based on user's behavior. And we can really tailor in Taylor campaigns based on how users interact with your Mailchimp. So we can say, we click on email address here. We can have a look at every single thing we can segment on, which is huge. So we couldn't segments it on any bit as described the data. From what email, how many emails they've opened. They clicks in anything where they've signed up from this honor of reform. And it's from an API. If you manually added them, if they're from the UK or America. Again, we've taught us about our groups so we can pick on interests or last holiday destinations. So we want to say, for example, interests is one of all of, or none of you get a choice. So it'd be one and say, we want to send to interests who are just sport. So one of sport want to add that in. And we can also add more conditions to it. We can do all say perch activity is, has purchased. So this is contexts match any of the following conditions. What you also might want to do, you might want to base it on. They've matched all of them. So if you change it at all, you will see this end here changes. So we go back to any or pairs. So when it contains, oh, well it means that it only sends those people who have an interest in sport and have purchased the product before. You can add as many as these of these as you want. So you can base it on. For example, you want to add tags into it as well. And tags is customers. We might want to pop up events, warm leads. It has all of those tags added in already. So at the moment we don't have any purchases on this account and have enough data to break it down as much too interested in sport and the tags customers and they purchased. But what it can do if we delete these and we make it to data that we know we have. So we can say date added is you can have it as after, before within, not within. Just want to say is we can say click on 24th is today. And we want to say previous segment when it comes out of all the six contracts that we added. So we can edit this segment. We're going to add groups. Interests is one of swimming. We can preview the segment. Here. We've got 0. That means it's working. You can try dancing. Or if we actually even did add anyone to any of the groups. I'm not sure. No, you didn't. So to make it we can try it with tags. Contact is tagged. Warm leads. And we can see here we've got the five contacts which are added today. And they're tag matches warm leads. So this is great. If you wanted to send a segment, you want to send an email. For example, it was a welcome people. And you want to make it specific to try to sell our products, as in, they haven't bought him before because they're warm leads. So we can click on Save segment. Only want to call it welcome. Warm, leads and save. So in this way, when we go back onto segments on the left, this segment now is here all the time. If you change when the people within that, if you remove those tags of that customer, welcome warm leads. So if you click on that, you can see the customer, see the concepts in there that do match this. Your rules exactly. And what happens is the great thing is this is automatically updates itself. So as in like tomorrow, if you add a new contacts, you go back into segments. It only showed the people that have added that day. And with those tags. 10. Pop Up Code: There are so many plugins which you can use to add in your pop-up, but you might just want to use the one in Belgium that we have. And WordPress don't actually give you the chance to edit the heads of the head code or websites. But what they do, do, do, do is have a lot of plugins which can help that. So if we wanna go into plug-ins on the left-hand side and click on add new at the top. And I will link this plug-in in this module as well. But if you type in head, it should come up straight away as the first option. Okay, it's not first option, but we can see it here on the right-hand side. So head, foot and post injections, It's got 300 thousand active installations with five-star reviews. So legit. And we can store this, activates it. Now that is activated. We go into settings on the left, just near the bottom, and we scroll across. We can click on Header and Footer. Now, this is taking information from the plug-in we have. And it shows us here on every page, head, head page section injection. And even gives you the option if you want to only add it on the homepage, for example. So if you go back into your MailChimp and ensure you've copied your code. Okay, So just go back and click copy just in case I can find. And then we go back into the head and do Control V and save this script into the head tag. Now if we click Save, this is now connected with our side. It's going to get back into Mailchimp. We click on Check connection. And you can see that your MailChimp is reading the code from the WordPress site and it's picked up your site here. Your website is now connected to Mailchimp when you're ready to turn the pop-ups that appears on your website. When you're ready to turn on the pop-up appears on your website. So work your Perfect. We'll click Okay and Close. And then it will start showing after 20 seconds again, there's that same rules that we had before. What does happen though? It works with cookies on your site. So what it means is if you keep going on your site, if you've got an insight again, after you close the pop-up, it won't come up until those cookies are closed. So it's easy to think that you will pop up, isn't working, but that is just because you need to clear the cookies. I mean, you don't want someone going to the website and cross on the pop-up every single time is going to drive them crazy. So it's a good thing if you want to test it the best way to do it as either go into a private browser or try another platform or computer to have a look on your website. 11. Pop Up Forms: Pop-ups do divide opinion quiet strongly. I mean, some people swear by them and say that they're great if you put your mailing list. Because they pop up there there, they get people's attention and they ask for an email. And if you do have a good offer to provide them or something that interests them, which you'd hope. So if they're on your site, then you get their campaign. You'll get their email, and you can start emailing them and hopefully generate some revenue on the back of it. But then some people say that it puts people off your site and people get frustrated. And it can do, is, I think it's worth trying and testing out and seeing. If you do get an uptake on your subscribers and business from it. As you can see here, I've got one on my site at the moment. There's also so many different ways you can add pop-ups. You might have on your site integrations that already have their own pop-ups already. And you might not want to use Mailchimp zone once, but I'm going to show you how to use merchant ones just in case you do want to. Just like every other video in this module. We can start off by going to the Audience tab. And then we want to go to Manage audience again. And we're gonna go to sign-up forms. Hopefully by now some of this navigation or kind of start to make a bit more sense. Always recommend just repeating all of this as you go along and it will start to feel real natural. And the third option down we can see is ascribe a pop-up. So you want to click on that. And it will come up with a really bland looking at pop-up template for us. And to edit this is very, very nice and simple likely. So you click over in the header, it asks you to select an image. Click on text. You can type and change text. You can add what fields you want. So we're going to try have an image. You haven't got any images yet. So you can upload an image to upload a logo based on. So that's quite cool actually. And then we have our texts. Describe, proceed. My free blog. For example. When, when doing your titles, I would always try and give some things, really incentivize them. If you just say Sign up for our newsletter, there won't be a great uptake. If you have a really specific title that you think will really grab them of a new block that you're writing. Or if you have some giveaway, free, Like I say, free access. So sign up to receive free access to the first module of my online course, for example. Then you can e-mail obviously has to be there. You can also add any other part from your that we added in our sign-up forms in the previous module. So we can add interests. We can have our phone numbers, we can do first names for pop up. I wouldn't say any more than e-mail and a first name. I probably won't even say firstName because as I said, the longer you have it, the less people are going to sign up. We can always find that information later on. Through other kind of campaigns. We can change the color of a button. So for example, make it horribly yellow. We change the text color to red. So this, the button hover colour, which is quite cool. They've added this in recently. You see here Monday hover over it, it'll change, is really neat. You can add a disclaimer. No, that's unlike we will promise. Not to sell your data or spam you spell. So once you're happy with roughly at about the content of it as cool, you can actually change the layout and style of it is on the left. Click on Layout, and you can move it around. Choosing their options that they have. No image. I think how we had it before was quite cool, so we're going to keep that. So make sure you always save your changes. Just like anything in Belgium, save the changes and settings and display so you can choose how quickly you want this to show up on our site. Some people like it immediately, but I think that can be quite annoying. You could choose that comes out of the five seconds after 20. So it scrolls. So when someone scrolls the middle of the page or when someone's scroll to the end. Or even when someone's actually try and leave the site. So that's why I've got it in mind. So if you hover over to the cross, then it pops up. Again. I'm testing it, haven't really quite worked out, which works best for my site yet. But we're gonna go with up to 20 seconds because at least that means they've had a good chance to look through it. They're probably interested. Style, this is where you change all the texts, fonts, example, change the titles and phone, and it's horrible. Star you can choose if you want the font size, large, medium, small, and change what color you want the text headers. Then once you're happy, you can save it. And if we've got a Woo Commerce site or an e-commerce site rather attached to it, either Shopify, WooCommerce, like we did another module. Then what we can do is already linked to our site. You just, all you need to simply do is click on this and then save and publish. It. Is there straight away? So if we go back into work, you wear, but it's where we add it just to a plane store. We set it up so it comes out after 20 seconds, I believe. So. If we wait a month to fast-forward this bit, and that does take forever. We go, right. And q, so it's come up straight away. And with the information and pictures obviously would make it look a little bit nicer than that. But you get the gist. So we can describe. Use another minute addresses. What I didn't mention is we can also change the, the message that says offers up the success message. So if we go back into Mailchimp next to form got success message, and we can actually change this as well. That's wrong. For example, I'm going to save and publish. But if you don't have an e-commerce site attached to a WordPress, like a lot of you won't do yet. What we can do. We can actually remove this store. So disconnect the store just for the moment. Just to show how it looks for you who don't have an e-commerce store attached to it. And we want to go back into Audience Manager, audience sign-up forms. Scribe a pop-up the same as before. Now you will see is asking connect to a website to publish will pop up. Connect your websites published will pop up. Click Connect site. And it says you need to add some code to the head of your website. It's getting connected. If you have an e-commerce store, checkout our integrations. So that's the precursor we did it. Now we want to do it the other way. So if we want to type in our website address, which is like your, you get started. In here, you will see it provides you some code which you can add to the head of your website. You can add this code onto Wordpress, Shopify, Wix, even if you're not sure where it's at this are also create a video on this too, just so you know where to add it for different parts. So I will show you exactly how to do this, don't worry, it's really nice and easy. But what I would say is Copy to Clipboard. And where it says copied, that's there. And then you can go to your website, a choice which we'll see in the next video. And we can get that connects the two. 12. Unsubscribe and Archive: No matter how amazing and fantastic and insightful. And finally, your emails are always gonna be some people who don't want to see them anymore, and that's fine. That's their loss. Some people can be quite rude about it and they demand that you remove them straight away. So what these people don't realize is that there is always an unsubscribe link at the bottom of every email, you don't have a choice with this Mailchimp and every other email marketing platform adds in unsubscribe into the footer. So hopefully, if someone doesn't want to get contacted, they will just use their common sense and click this. However, that is not always the case. So if you do receive one of these demanding emails, it's easy to remove them. What we can do is again, go to the audience dashboard. Then we can click on View contacts. We can search. The list is bigger than 12, like mine. You can probably you can search and find out who exactly they are. Isn't guy called Stuart as being really annoying. And he's mon that he doesn't receive e-mails anymore. I can click on the student question, I can click on view profile. And then it takes me to the dashboard for them. And I can click on Actions, which at the top highlighted here. Then we can either click on unsubscribe or click on Remove contacts. So we don't need to remove them. I'm describing this perfect, so if we click on unsubscribe, it will come up with this message saying You are bad to unsubscribe as contacts from your audience. Undescribed contacts counts towards your bill. To remove them from billing, we suggest archiving instead. We want to confirm on to describe what they say there is quite important and leads us on to the next part. I would archive every single unsubscribed contacts you do have because they cost you money. You don't want to start paying money for contacts, the con, and won't receive emails from you. For example, with the free plan, you get 2003 concepts. So if you've got 20 contacts like me, you don't I wouldn't 20 contacts like me. I wouldn't worry about it yet. What I would do is once you are close to that number, then I would start to find everyone who is unsubscribed and archive them. Which can be done very easily, which is great. So if we click on Audience, takes our ordinance dashboard again. And like I mentioned before, it tells us how many contexts we have and how many of them are subscribers. So that means we've got two people who were not paying for it because we've got nothing. We have got a small list. But let's say if you have 2500 contacts and extreme number, you've got 700 of them have unsubscribed. So now you're actually paying for these extra contexts and there doing nothing for you, not gonna do anything for you. But you don't really want to remove them because they may prescribe later on with a new offer. And you don't want to lose all the information and all the stats and data that you have on them. So it can do, you can view contacts. Then it shows us how hot are whole audience. And we click on new segment. Then we scroll through and we can find where it says ascribed status. So email marketing status rather is described on Scratch non-square. No, we don't want that. We just want to see people who are undescribed. So we want to click on the subscribe ticket to get rid of it. And actually now saying that non subscriber we want to detect because we can't send to them at the moment anyway. So we can preview segment. And we see the two contacts we have here. So now we want to archive all of these. So we can click on the text and the left, we've got all of them. And we click on Actions. And then the fourth one down is archive. So we click on this. You're about to archive to contacts. Archive contacts will be removed from your audience and will not count towards your billing. You can always add them back into audience later. Archive concepts cannot receive any marketing communications, but you still see the activity from past campaigns. So this goes to what I was saying. We can keep all their data, but we just couldn't ensure that we're not sending them campaigns and we're not getting complained that anymore. And also we're not paying for him, which is the most important thing. So we click Confirm again. Now in our second we've got 0 unsubscribes contacts. If you do want to view the archived contacts in our audience dashboard, would just go always click on here on the, on the little icon on the left just to kind of nowhere. And me click on Manage audience. We click on Manage Contacts, dual contacts. There's so many ways of navigating through the audience is crazy. Some signs of fine. You just end up clicking and you find the way. So we're back where we were. We want to find out everyone who's archived. So we click on Manage Contacts. And the second one down is you all view archived contacts. So you click on this. Now we see that it's worked and we have these two concepts here you wouldn't have described or who were scarred and undescribed. And now they are archived and we won't be paying for them anymore. And they won't be receiving e-mails. 13. Double Optin: So many people asked me, do I need double opt-in? Now the new GDPR rows, are they going to find me? They can arrest me if I don't make it as secure as possible. Gdpr is important, but it's there to stop people just adding in less and less of contacts which they've never spoken to. And people who don't want to be spoken to. It's not for people filling in submit forms with their information. If someone wants to someone's adding in that information to your form, they want to be contacted. So that is why I don't think that will obtain is is really necessary. I'd I'd recommend not doing it. If you don't know. A double opt-in is where you may receive them before you sign up for. On some form, say some former, you're interested in some service, and you click subscribe a minute later. That is seconds later, you get an e-mail through from that company and they're asking you to confirm if you'd like to subscribe or not. I mean, it's fine, it's nice and secure. And that way, you know, they've got the right email address. You're not gonna get any balances. But I still think it's it can slow the process down and some people might not get that email, they might forget about it, or they might lose interests. So I think once they've signed up, keep them in. But if you do want to play it safe is very, very easy to do. We go back into our audience dashboard. Again on the left. You can manage audience. And this time we're going to go into settings. So now the audience does have so many different areas to go to which can make it very confusing. And then in settings, the first bit we need is audience Name and defaults. So I'm clicking on that. And here straightaway, form settings. Would you like to enable double opt-in? So if we do want to, we can literally just click Simple as that automatically, then it enables a recapture. So this helps prevent spam box. We're adding e-mails your audience. And this is it might even used it to sign up for Mailchimp is when you login. And then it asks you to click on the pictures of every single picture with a bus. In, for example. This just stops spam e-mails coming through, messages coming through, which I must admit I've been bitten to them on some forms of four and they are very, very annoying. But until you get them, I would probably just leave it. So if you do, if you do want to have your doublets in our recapture, you can untick that as well. Just make sure that you go down to the bottom and you save it. If you don't say that weren't weren't the change that we made. And if later on you realize, Hang on, I'm losing some sign-ups here from this double opt-in is kind of annoying. I can easily just go back into Settings and we can uncheck these and click Save audience. And those changes will be made for you straightway.