The Missing Link to Successful & Easy MailChimp Campaigns

The Missing Link to Successful & Easy MailChimp Campaigns - a tutorial by Katy Martin of Web Designer Beauty School

When it comes to managing lists and subscribers in MailChimp, you’ll find varying opinions. But for ease and success, I use Gravity Forms to turn MailChimp into the power tool I’m looking for. From basic opt-in sequences to some pretty sophisticated options like starting courses at varying times, MailChimp can do what you need it to do. And managing it doesn’t have to give you a headache.

If you’ve heard the term “merge fields” and wondered, “What the heck?”, or tried to set up merge fields and found yourself losing track of them, fear not. If you’re super organized and love setting up spreadsheets, merge fields may be your cup of tea. But for ease of use with my clients and in my own site, I work with Groups and Gravity Forms.

The key benefit: Tracking and seeing real counts of people is quite simple.

Beside that, the MailChimp / Gravity Forms sync is so robust and easy. I can’t sing its praises enough.

1. You can easily add people to several lists.

I typically advocate one list so that you have one record for every subscriber and can see and report on all of their activity and interaction with your products and emails in one list. But if I can’t convince you to steamline to one list, Gravity Forms makes it simple to funnel people to more than one list when they add their details to one form. In other words, one sign-up form, multiple lists.

2. You can add people to several groups in one hit.

I’m all for quick and efficient solutions. That’s one of the reasons I like keeping one list (another reason is to save you money on duplicate subscribers). And if you have only one list, you’ll use groups and segments to target campaigns to the right people. That new subscriber who also signed up for your workshop and wants to be in your power user group? You don’t have to manually add them to your list several times. Gravity Forms lets you funnel them to several groups. In other words, one sign-up form, multiple lists – AND multiple groups.

3. You can use “conditional logic.”

Now we’re really getting into the magic. What if you want to send one email to somebody who chose “send me tips and tricks” and another to the person who asked for more information about your course? Or you created an opt-in for the person who is designing their first website and another for the person ready to upgrade?

Conditional logic automates segmenting for you. You can add a drop-down or check-boxes to your Gravity form, for example. Then if they choose option a, you can add them to group a in your MailChimp list; and if they choose option b, add them to group b. But it gets better. You can trigger emails based on their selection of option a and/or b. Your marketing just got more targeted—and you still only have to manage one list.

4. You have lots of control over fields.

You can easily add any fields you like to a Gravity Form and send and store the entries to that field in MailChimp merge fields. (I know I said you could forget about merge fields. Mostly you can, because Gravity Forms makes it easy to keep track of things.)

For example, you can add a question, like “What’s your biggest challenge with <subject>? Or “What’s your number one goal by downloading this PDF?” and then you can send automated emails that include those answers as a reminder to your subscribers, perhaps with a question, such as “After downloading the PDF, did you accomplish your goal: <insert user’s answer here>.

5. You can skip the double opt-in process.

We’re talking about making things easy, and skipping the double opt-in process is literally as simple as the click of a button.

Should you skip the double opt-in? It depends. I was troubleshooting a new opt-in with a client, and they complained that people weren’t getting added to the list. When I looked at their form, I realized I hadn’t clicked to turn off the double opt-in process—and people weren’t following through with opt-in process and failed to click on the “Yes, subscribe me to this list” that MailChimp sends out. If bigger numbers is your critical point, a single opt-in may help you get there. I do find that the double opt-in can lead to a better quality list. (But if you track who opens emails, clicks on links, buys products, etc., you can target to the engaged people on your list in a thoughtful, focused way.

So if you feel like you’re not doing all you could be doing with MailChimp, Gravity Forms may be the missing link.

I’m always impressed with what I can do—quickly and simply—with these tools, and I’d love to show you how to work this magic on your own mailing list and marketing systems.

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Katy Martin

Designer of beautiful brands, magnetic (social) marketing campaigns, and enlightened websites that seduce both your customers and search engines!
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