Step 1: API Key and Master List
Locate your Mailchimp API Key and input within the Manage tab on the main navigation bar
- Manage → Marketing → Add Account
A contact master list will be created and hosted within your Mailchimp account. Do not delete this master list. This list tracks clients who have unsubscribed from email marketing. If you delete this list, a new one will be created and those who have unsubscribed will be added back into the list.
Step 2: Create Templates
In MailChimp, start by creating a Template (important that you don’t make a campaign as only Templates, not Campaigns will be pulled into Boulevard).
Your email templates will be created, edited, and hosted within Mailchimp. Once created, they will be available to use within Boulevard.
You’re now ready to build email campaigns within Boulevard!
Email Marketing Campaign Setup
Step 1: Create Recipient List
Navigate to the Clients tab, and create a recipient list by selecting the appropriate search options under “Refine Search”.
Step 2: Start Campaign Creation
Click the Create Mailchimp Campaign button.
Step 3: Recipients, Templates, Send!
Build your campaign. Name the recipient segment, select a template, create the subject line, and send!
You will receive a congratulations message confirming the campaign has been sent.
Step 4: View Campaign Status
You can view current and historical campaign statuses within the Manage tab under the Marketing section.
Things To Note
- As a reminder, do not delete your contact master list. Deletion will require a new master list, and all clients who have unsubscribed from email marketing will be opted back into the list.
- Campaign reporting can be accessed within your Mailchimp account.
- Mailchimp has contact limits depending on your subscription. Exceeding the contact limit could lead to additional charges within your direct Mailchimp account.