Your Complete ESP Setup Guide:
3-step setup complete video walkthroughs ~16 minutes total
Step 1: ~4 min
What you'll learn
Hi there. So now we're going to go through the full process of uploading your contacts into Mailchimp, how to create your first email and include all of the different merge fields for all the different data that you'd like to personalize. And then finally, we're going to send it out to two different email addresses that will represent two different customers with completely different information, variable placeholders, for you to see the final results.
So the first part is going to be adding your contact forms or your leads to Mailchimp. We go to Audience and Import contacts. I've already prepared a CSV file. I'm also going to show you how to merge a whole heap of different variable data tags that you might want to use as well that don't come immediately available in Mailchimp or any ESP, but can be easily created. So you're able to personalize any piece of data you have for any of your leads or clients.
So it comes up and it's already read quite easily. A few different pieces of data that I've prepared in the document - I'm just showing you now the different data that I'm going to be inserting. We've got first name, last name, country, city, nickname (I've left those blank just to show you how it works), prefix, emails, birthday, month, year, the companies that both me and Eugene Schwartz work with, and our role within the company.
I've purposely led with a leading capital letter in some fields and others not - like you can see here, Mr has a leading letter that's not capitalized, whereas this one is. But you'll see that Feels Personal always resolves to capitalizing the first letter, so you never actually have to worry about the data once it's formatted in your CSV file.
So Mailchimp's done a good job for some pieces of data - suggested as well, so these are all looking good. I already created nickname before in a previous test, so we won't worry about that. But what we will have to do, and it's even suggesting new fields we can create - so that's perfect.
So now we can continue. And you'll see we have a problem because it's trying to render these as actual date fields. This is going to make a problem as we move forward. So we have to go back. You always have to have these set up as data types being text.
So here, we're going to type this in, create a new field - it has to be text. We're going to call this birth date. This one has to be text too - we're going to call this birth month. And then birth year - we're going to change this, create a new field, birth year, text again. Confirm.
So now all of our data is going to work. And that's how you upload your data to Mailchimp and create new custom fields for all of the extra personalized data from your CSV file that you would like to include.
Step 2: ~5 min
What you'll learn
Okay, now we're going to work through part two, which is creating your first email campaign inside of Mailchimp, adding the URL that you would like to send to all of your customers - the URL that includes all of the variable data you want to include on the webpage.
So we're going to do a very, very basic email just so I can show you how it looks. I'm going to get rid of this and this, and we're just going to have a basic text - "This is a Mailchimp example email, first example." I'm about to build the link and show you, but I'm also going to build you a second example which will embed all of the exact same data but shows the power of Feels Personal - that you don't actually have to put the full URL. You can put a more catchy looking URL if you would like to as well.
So first of all, I'm going to go over to the product, Feels Personal, and show you how to build the URL. Here we are in Feels Personal, in the Build My URL tab. I've already created a demo page to show you how this works. We're going to add all of the data from the Excel sheet that we have - personalization data, location data, company role, the prefix, and if you remember, we also had the birthday data as well.
So we're going to put all that in and then you're going to be given a basic structure of the URL that you have to use. Now, I'm going to show you a little bit later how we can insert your ESP's actual merge tags into Feels Personal so you only ever have to do this one time, but for now, this is what it should look like.
I'm going to paste that URL so we have something to compare against. So you have to have the page that we're sending them to - this is that. And now after that, we just copy the structure. So /c - and now we have to go to the merge tags and find country-city. So from here, we come to Mailchimp's merge tags and we're looking for country, hyphen, city.
So now up here, we've done that. Now we need /CR - and now we're looking for company role. We're looking for company first. Now, I'm going to put an underscore this time to show you that it doesn't matter if you use underscores or hyphens between each part of the data. So we've got company, and now we need company role.
So we're up to /PL - prefix. Now we're looking for prefix. Easy. Now we're going for /BD and we're looking for all of the birthday data, which is BD day, month, year. So /BD, BD date, hyphen, BD month, underscore, BD year.
Now we're up to /P - first name, last name. So /P/. Now we're looking for first name, hyphen, last name.
So that's the format that Mailchimp is going to use to send this email. We can put a trailing forward slash / at the end of the URL if you'd like - that's going to merge all of the data into the email itself. So what we can now do is copy all that data. We go Insert link, we can send it to a web, and we can open it in a new tab or not if you don't want to. And we save. So now all of the data is going to be embedded into that link.
Now, if you remember, first name, last name is here. So if you'd like, we can delete all of this up to /demo. And what that's going to do now - I'll show you in a moment - is the link that's going to display here, that'll be sent to all of your customers, is the page that you want to send them to, then first name, last name. But the link underneath is the magic - it still has all of the data that we want to embed.
So now the second example I said I want to impress you with. We still have the full data link here, so we're going to copy that again. We're going to save that as the link. Save. And now we're going to remove everything except first name, last name. So it can look like you've literally just built your website. Now /first-name/last-name.
Let's see these examples live in two different inboxes. Save and exit.
Step 3: ~6 min
What you'll learn
Bonus
Once your Mailchimp merge tags are saved inside Feels Personal, every future campaign's personalized URL is generated in a single click - no re-mapping, no re-checking syntax.
Okay, so this is the final part of sending your emails. We're going to finish off. We've just finished creating the email - we're going to give this a subject line, "Mailchimp test demo email." We're going to save that. So now it's all ready to be sent.
We're going to go up to Send, and we're going to click Send Now. It's going to put it in the queue, and Mailchimp will take a little bit of time to actually send this. So I'm going to pause the video and come back in a moment when the emails have actually hit the inbox and I'll show you how it all looks.
Okay, we're back because Mailchimp has sent the emails. I'm going to show you now how it looks in two different inboxes. We're going to come over here, and as a reminder, this email here will be showing the data of Eugene Schwartz, USA, Seattle, Mr - that's the birth date we put in, and that's his company and role.
So we go back, we open up the email that was just sent out to our list, and you can see both the links have populated perfectly. So this is with the exact page and then just stripped the end of first name, last name - this is what your customers or your leads would see. Or, as the second example which we showed you, you can even put your domain URL and then exactly first name, last name of any client that you would like to (or customer, or lead). So we're going to click these links just to show you it all works perfectly.
And here's just an example demo page I pulled up. So here we have it - first name's in there, prefix, last name, it's all been populated perfectly. Location data that we had, that was his company role, and this is the company he works for, and now we've got the birth date as well. So you can see that any data you'd like to put in works perfectly. We'll click the other link quickly just to show you and verify that it all works, and then I'm going to take you over and show you the next one. So everything's in there - it's worked perfectly.
Now we're going to jump into the second email, which, to remind you, the data should be Zachery Vellis, Australia, Sydney, and the 29th of February, 1990. I'm working for Google as a marketer. So we'll open this - and now inside you can see both links have updated perfectly just as they did in the last email. So we'll click on this one, and there it is - populated as we expected with any piece of variable data that you would like to insert. As long as you've got the data, you can input it onto your pages. So that works for both links.
Now, as one quick little bonus, I'm going to show you one last part - because you're probably thinking you don't want to have to go and create these long URLs and add all their merge tags every single time you're going to put together a broadcast email campaign for your leads or your customers. But luckily, you don't have to do that at all.
So if we go into the email that was just sent and come over to Plain Text Email, you're going to see that's the URL we copied over earlier from Feels Personal. And this is all of the merge tags that Mailchimp created when we lined up the variables in the earlier video. So we can see here that the first one after /c, MERGE12, is going to be country - the first one after /c.
So if we now go into the Feels Personal product, and we go into the ESP Variables tab, you select Mailchimp and apply it as your ESP - so it saves it now. And we've got the ones that were already built into the product. There's not that many of them because it's impossible to predict what merge tags Mailchimp will give for all of the variable data that you want to import and use.
But if we come down to country and we save the merge tag - you just selected MERGE12 and click Update. And then we can go back and get MERGE13, which lines up for city - so we're going to go back and save that for city. And now I won't bore you with the rest of them, you get the point. I'm going to go and put all of the rest of them in here right now, and then I'll come back in a moment with this screen here filled out with everything.
Okay, we're back, and I filled out all of the merge tags that we used in that last email campaign. So now the beauty of this product is, now you go to Build My URL like we did before. We'll go through the exact same process of picking all of the same triggers and variable data that we used in the campaign - and then we won't forget the birthday data. The URL that it spits out at the bottom is all of your merge tags complete and ready to go.
So doing this once - setting it up in Mailchimp, mapping all your variables, coming back to the ESP Variables tab here and saving them all - is a one-time job. But now every single time you want to create an email campaign in the future, you just input all the data that you want to use in this campaign, copy the link here, and you'd be able to come back into Mailchimp, paste it into your email, and it's going to be exactly the same as the link we used before.
So it's a huge time saver - it just takes one time to go through it all. Thank you for watching, and I hope that helps you out with using Mailchimp from start to finish for your very next broadcast email campaign.
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