Transcripts
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 web.com. 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
web.com, 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.
Stuart Waters, MailChimp Pro Partner, Kajabi Partner
