MailChimp For Nonprofits

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    22-Apr-2015
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Read this guide online: http://mailchimp.com/resources/guides/mailchimp-for-nonprofits/ This guide explains the basics of MailChimp and the ways we can help nonprofits. MailChimp makes it easy for nonprofits to grow their email-newsletter list and stay connected with their members, staff, volunteers and board. We'll explain how to use MailChimp's powerful features and integrations, from our PayPal integration to our social sharing options, and how they can benefit nonprofits. What’s inside: Lots of information on MailChimp and nonprofits. Topics include: Creating a list Creating groups Sending your first campaign Sharing your newsletter Reports and analytics Integrations

Transcript of MailChimp For Nonprofits

  • 1. MailChimpfor Nonprots2001-2012 All rights reserved. MailChimp is a registered trademark of The Rocket Science Group. 1
  • 2. Table of ContentsIntroduction ............................................................................................................................................................ 3Create a List............................................................................................................................................................ 4Create Groups ......................................................................................................................................................... 5Create Your First Campaign ....................................................................................................................................... 6Share Your Campaign ............................................................................................................................................... 8Tracking and Reporting .......................................................................................................................................... 10Integrations........................................................................................................................................................... 12 2
  • 3. Hello.MailChimp makes it easy to design and send eye-catching emails, managesubscriber lists and track campaign performance. Thousands of nonprof-its, from edgling arts organizations to major NGOs, enjoy MailChimpspowerful features. We offer resources for beginners, tech-savvy users andspecic industries like yours, and were constantly exploring new technol-ogy to help our customers create more effective newsletters.So how can MailChimp help your organization? For starters, youve prob-ably got a staff, donors, volunteers, a board of directorsand they allneed to hear from you. Sometimes youll want to send everyone the samemessage, but sometimes youll want to specialize your email campaignslike sending an internal newsletter to staff only, budget reports to theboard only, or a general update to your organizations entire mailing list.MailChimp makes it easy to do that.MailChimp offers loads of integrations that will help you do your job. Ifyou keep up with your constituents using The Raisers Edge, you cansynchronize their MailChimp activity with their prole in your database.With our social sharing options, you can get the word out about your orga-nization and events by sharing your email campaigns through Facebook,Twitter and moreand you can allow your subscribers to do the same. Thelist goes on.Plus, MailChimp is completely free for lists with up to 2000 subscribers.Thats right, FREE. Youll have access to our powerful features, includingsocial sharing, advanced reports and integrations with Salesforce, RaisersEdge, and more.This guide will explain the basics of MailChimp and the ways we can helpyou as a organization. If you have any questions that arent addressedhere, feel free to contact our support staff at mailchimp.com/support.Well be happy to assist you. 3
  • 4. Create a ListCreating a list is the rst thing youll do in your MailChimp account, so 3. Import directly from other apps like Google Docs, Salesforce, Highrisewe create one for you when you ll out your account information upon and more.rst login. You can use the list we created for you, or you can follow thesesteps to create a new list.1. Go to the Lists tab, then click the Create list button. 4. Start a list from scratch. Set up your list with the email address in one column, and any other data you want to include in separate columns.2. Fill out the setup details, then scroll down and click Save to nish set-ting up your list. Just select the import option youd like and follow the steps. Now that your list is imported, well help you set the name and content type for each columnwe call it mapping. Use the pull-down menu above each column to set the eld name and type. Once youve mapped your elds, click All done to complete the import.Import Your ListNow that your list is set up, its time to get your subscribers onto that After the import, youll get to review all the emails that were or were notlist. You might have a spreadsheet or Google doc with a list of people that added to your list. Just click the links to view more details.signed up for your organizations newsletter, and you can easily importthem into MailChimp. If your organization is just getting off the groundand youre starting a list from scratch, thats okay too (just make sureyou have permission from all the new subscribers). There are four ways toimport a list:1. Upload a CSV le 4
  • 5. Create GroupsChances are you have many different types of people on your MailChimp Sending to Groupslist. You might have staff, donors, volunteers, a board of directors, andmore. When you send a campaign, you can send it to specic groups on When youre ready to send your campaign (well explain how to create youryour list. That way, you wont have to bother donors with a volunteer shift campaign in the next section), choose Send to segment of list and thenschedule, and you wont bother the entire mailing list with a monthly bud- choose your group by selecting Is interested in | one of | group.get report. Sure, sometimes youll have content thats relevant to your en-tire mailing list (maybe a letter from the executive director, general news,or announcement of an exciting grant your organization received)in thatcase, click Send to entire list, and youre all set. But for the times whenyour content is only relevant to certain groups on your list, you should takeadvantage of MailChimps groups. Heres how:Adding Groups You can segment by location the same way. Say youre announcing anIf you havent created any lists in MailChimp, go to your Lists tab and event that will be held at the town hall in Farmersville, Ill., but you haveclick Create New List. people from all over the world on your organizations mailing list. Segment by location, and your campaign will only go to subscribers near Farmers-After entering your list settings information, choose Create groups from the ville.Groups pulldown menu under the lists title. Add your Group eld title andthe choices youd like to give. Remember, only after setting up this groupseld would you want to import the interest groups.Here, youll add your interest groups. When you create groups, MailChimpcan automatically add checkboxes, radio buttons or a select menu to yoursignup form. For example, if someone checks the box that says Im inter-ested in volunteering on the signup form for your list, you can send themtargeted emails for prospective volunteers later. Nows your chance to addany other groups youd like. 5
  • 6. Create Your First CampaignYour list is all set, and youre ready to create your rst campaign. Hereshow to select your list, select a template, edit your content, design youremail, and send your campaign.From your Dashboard or Campaign tab, click Create campaign. Choose thetype of campaign youd like. (Start with Regular ol campaign).On Step 1 of the Campaign Builder, select the list you want to send to.Once youve selected the list, use Next to move forward, or Send to entirelist. (If you want to send to a certain group, use the info above.) If you choose to start from scratch, you can use our