Mailchimp Automation Email Sequence Tutorial For Beginners (2026)

Key Takeaways

hey guys I am Kyle and in today's video I am going to show you a MailChimp automation email sequence tutorial for [Music] beginners all right so now here we are in MailChimp and before we get started with the automation it is very important that you upgrade your plan by clicking here at the left side at the bottom right here you can see all the plans right here it is very important that you have a paid plan because if you don't have one then you can't use the automation feature or you can activate your automations that you have created here in MailChimp yes you can create um automations but you cannot activate them or use them so I recommend that you go for standard right here since it is only a $3 difference from Essentials and you would have a lot more of Journey points that you can use this is basically the automation right here so you can have up to 200 automations and compared to the essentials which is only four compared to the difference of their price and difference of their Journey points right here so I think it's really worth it right here and you also have some bonus other functions right here aside from automations if you go for the standard one so now that you know about that let's close this and let's get into automations right away so right here in the automations click on this one and go here into the overview and from here you can see your recent Journeys your popular pre-built Journeys or your templates right here and your support and so on right here so from here since we will be discussing about the uh automation sequence so let's just go and create an automation right away so let's go here into the templates right here but you can also build from scratch if you want to but in this tutorial we'll be going for a template right here so let's say we want to um welcome new contacts so this is for your new customers if you want to send them a welcome email then this is the one for you and this is what we'll be choosing but you have some other things that you can also do so you can find new contacts with Facebook lead ads recover lost customers so you will be sending an email to them so that you can win them back and they can purchase to your shop and so on right here or create repeat customers and so on but in this uh tutorial we'll be going for welcome new cost contacts so click on that right here so now that we are here and then as you can see this is basically the workflow of the automation of the or the automation sequence so this is basically it for the welcome new contacts template and then from here as you can see all the templates would need a paid mail chip plan right here and of course you need an audience so this is are the basic needs that you need in order for you to use this template right here and now as you can see you can now click on this button use this journey right here and click on continue right here and then as you can see right here we now have this right here so this is the template and as you can see right here this is our starting point as and as you can see we have another button right here it says add starting point so you can have as much as you want so when you are building from scratch this is what you will see and you can just click here and then you can build a new starting point and you can just basically build this again right here and as you can see here in the welcome new contacts uh template it is very simple right here all that is happening is when someone signs up then they would automatically uh send or receive an email from our MailChimp right here which will be creating an email so now let's click on this button right here so as you can see right here when you click on this one you would be able to import contacts right here depending on your uh starting point so for example you want to change your starting point or your trigger uh for example your trigger would be maybe when uh here in the contact activity section let's say when someone is maybe actually let's let's just go for others let's see if there are better options that we have right here so uhuh so let's just go for this one right here so when someone is manually added to the workflow this one right here and as you can see this would be the instructions this is different from when uh we are just going for a sign up one for the starting point I can click on Save starting point and then as you can see it would now be different right here so now when the contact is added manually they would automatically get an email so we can click here create an email right here from here we can click on select a template first and then from here we can uh we can make our email template right here or you can select your email template depending on if you have some saved templates right here so for example I have mine right here I have some welcome emails that I have worked on previously and you can have also have recently sent emails draff emails or you can even code your owner right here but in this case we will just be uh going for the save templates but remember that you can always if you don't have any save templates you can always uh make a new ml template right here by using the templates right here on the mail CH templates right here so let's just go for Save templates and then we'll just go and pick this one right here click on apply my welcome email right there and then from here we're just going to go and save right here right away I'm not going to be discussing on how you can design this and so on since we're just talking about the uh automation sequence right here it is now currently loading and then as you can see now it would be sending this one when going I click right here again and then you can now see the email that I will be sending right here and I can modify this the settings of the sender of how I will send it the the sender right here click on this one and then you can uh modify the email address the name or the even the field right here on your email and then you can also change the subject you can schedule it so here in the scheduling you can choose choose for every day right here or you can just choose some specific uh days of the week right here and you can also what time of the day should your email be sent then you can also send a time right here set a time and then you can choose for a time right here depending on what you want and yeah that is basically it for this one and just going to click on Save and then right here in the tracking you don't really need to do this or maybe just leave it alone since this is just a beginner tutorial and you can also rename your email right here for example you want something to so that you would be able to distinguish this from the other email so um welcome number two like just that and then click on Save and then close it and then yeah that is basically it for the uh welcome email this is basically the workflow but if you want to add something for example you are starting from scratch then you would want to uh let's just go here and click on this one let's say your trigger would be uh when someone's birthday right there and then you would be uh let's say days before birth date so you can do this so this is basically when someone's birthday so that they won't be able to Avail the promo that you will be sending just like for example they created an account right here and their birthday is tomorrow so if you have set this for 30 days they won't be able to uh the this trigger won't be it won't be activated because you have set the days before date to 30 so at least 30 days before they would be having their birthday then they will be qualified for this one right here and click on Save starting point right there and then as you can see it would be now like this so it would be connected so you have a lot of triggers right here but let's just delete this right here just just remove delete starting point right there and let's just replace this with this one and then You' be sending an email maybe a happy birthday email just like that and after that you want to send another one or you want to make another action right here so you have here you have your rules you have the if else percentage split you have your wait for trigger and so on and of course you have let's say we want a Time fine right here so let's just say for a day or maybe three hours right there so right there so this is basically the purpose of that so what would happen is that when this email is sent the MailChimp bot will wait for 3 hours before sending or um before activating the next action we will send that we will set right here so let's say we want uh maybe we can go for a tag right here so we can go for a tag right here so we will be tagging this customer as a birth uh birthday celebrated maybe something like that this is just for an example right there and just like that and maybe the action is ADD add them to the tag right there and click on Save and now after that so this would mean that after the email is sent right here it would wait for three hours and then after that it would add that person into the tag of birthday celebrated and so on so yeah that is basically the basics on how you can use the automation sequence right here you can just feel free to explore the rules the actions and so on I will not be going through each one of them because it would take a lot of time so I suggest that you just explore them anyways the functions here are very direct to the point it is very easy to understand all you have to do is just take time to explore them right here and yeah these are your actions right here and remember that these here are your triggers or your starting points and so on if you have if you want to have more than one starting point then you can always do this right here you can add a starting point number two and you can say for maybe sent an email right there and then let's just um go for that save starting email and then and you will have this right here so this would mean that all of the this would need to be uh completed or this this condition should be met in order for this to be activated right here and the next one is we're going to send a test email so let's go send a test email so that we would see what the email would look like right here and let's just save that send test email right there and now it is sent now let's go back right here and let's just reset this refresh and let's see if it has now been sent [Music] right here refresh again right there as as you can see now we have the test email right here and then as you can see this is the test email that we have currently received from the test email so you can also do this if you want to test your automation if it is uh sending the right email or so on and then lastly as you can see I would need to upgrade in order for me to continue so if you are planning on using your automations right here then you would need to upgrade your plan to the paid plan so that you'd be able to activate your automation so that is basically it for this video I hope this video helped you out thank you for watching