Create and send a Mailchimp campaign

Two Mailchimp steps make and send an email campaign. Mailchimp · Create a campaign — Makes a regular campaign, ready to send — makes a campaign for one audience with your subject, sender name and HTML. Mailchimp · Send a campaign — Sends a campaign to its audience now — sends it. Or use Create a campaign alone, and leave the campaign for someone to check and send from Mailchimp.

Who can do this

Workspace Admins and Editors, on every plan. Viewers see the steps' settings but cannot change them.

Before you start

• A Mailchimp connection in this workspace — see Connect Mailchimp.
• A reply-to address on a domain verified in Mailchimp.

Steps

Create the campaign:

1. Select + where the campaign should be made. In the step picker, open Apps, select Mailchimp, then Create a campaign. Or search Mailchimp.
2. In Connection, choose your Mailchimp connection. If it is the only one, it is already chosen.
3. In Audience, choose who it goes to. The list reads Loading your audiences… first.
4. In Subject, the subject line — for example Consulace October update.
5. In From name, the name people see it from — Consulace.
6. In Reply-to, the address replies go to — An address verified in Mailchimp. For example rohan@consulace.com.
7. Optional: in Campaign name, a name to find it by — Inside Mailchimp only. Empty uses the subject.
8. In Content (HTML), the email as HTML. Use {{ }} for values from earlier steps. Mailchimp's own merge tags, such as *|FNAME|* and *|UNSUB|*, work too.
9. Select Run this step to make it. It appears in Mailchimp under Campaigns as a draft.

Send it:

1. After Create a campaign, select +. In the step picker, open Apps, select Mailchimp, then Send a campaign.
2. In Connection, choose the same Mailchimp connection.
3. In Campaign, choose a saved campaign — Campaigns saved and not yet sent, newest first. Or use a value — the campaignId from Create a campaign. After Create a campaign in the same workflow, select Use a value and drag in its campaignId: {{ steps.create_a_campaign.campaignId }}.
4. Before you select Run this step: it sends the campaign to everyone in the audience, at once. Try the workflow on a small test audience first.

Output

Create a campaign:

Send a campaign:

Good to know

• Sending cannot be undone. Once Mailchimp starts, the campaign goes to the whole audience.
• Runs once per item. Ten items make ten campaigns — and Send a campaign sends each. Make sure only one item reaches these steps.
• Mailchimp checks a campaign before it sends: a subject, a from name, a verified reply-to domain, content, and an unsubscribe link (*|UNSUB|*, or Mailchimp adds its footer). A campaign that fails a check is not sent.
• A regular campaign only: no A/B tests, plain-text-only or automated campaigns.
• Sends count against your Mailchimp plan.

If something goes wrong

Related

• Connect Mailchimp
• Add, update or find a Mailchimp subscriber
• Tag a Mailchimp subscriber
• Testing a workflow before you publish it