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      Mailchimp Set up

      July 31, 2023

      Only website clients get a MailChimp account

      At the end of a website build process, the web team will create a MailChimp account for the client. 

       

      WEB TEAM - Mailchimp Setup:

      OVERVIEW

      1. Create account
      2. Signup forms
      3. Add CNAME to Cloudflare
      4. Add login info to 1pass
      5. Tag Gabby in the Hubspot Website record of your site, requesting to set up RSS campaign

      Create Mailchimp Account

      In an incognito browser, make sure you're logged into the client's support@, and open a new tab. 
      • Paste this link in to create a new Mailchimp  account
        1. email - use alias support email. ex: nbpoa@newbraunfelspoa.org
        2. username - nepweb_clientname. ex: nepweb_newbraunfels (cap sensitive so use all lower case)
        3. pass - generate random
        4. Add their info to Web Team Vault (Anytown POA - Mailchimp)
        5. Sign Up and verify it from support email
      • Set up account
        1. First name: Client name
        2. Last name: association part
        3. Business Name: Combine first name and last name. ex: New Braunfels Police Officers' Association
        4. Phone: use NEP phone number - (949) 270-6525
        5. Enter client's PO BOX - Look for it on their donation letter if they have one, possibly located on their donate page otherwise, reach out to PM if you do not have this, if none normal address is fine - this is populated on the emails and should reflect the donation address (do not use association address unless specifically requested)
        6. Top goal: Grow list of email subscribers
        7. Skip the explore part
        8. No email subscribers
        9. Click the "We're not currently selling" link
        10. Skip business tools
        11. Enter URL when prompted if you want
        12. For the "how should we stay in touch" part, just click Next.
        13. Use the Free version.
      • Transfer template to accts template

      SIGNUP FORMS / EMBEDDED FORMS

       
      Go to Audience > Signup forms > click on Form builder
      Should only have First Name, Last Name and Email Address
      1. Sign up - in message box where it says “click to add a message” put: 'Get all the latest news and updates from the ANYTOWN Police Officers' Association delivered right to your inbox!' 
      2. Change the background/button+hover colors and other association name and add logo
      3. Under Settings, go to Audience name and campaign defaults
      4. Scroll down to Form settings > Check the Enable reCAPTCHA box.
      5. Scroll down to Campaign defaults > Check the send a final welcome email and send unsubscribe confirmations to subscribers ("Goodbye" email) boxes.
      6. Click the SAVE button at the bottom of the page.

      Now go to Audience > Signup forms > Embedded forms.  Click Continue at the top right and grab the URL link from the embedded form code - look for "<form action=" and copy url and paste into the action tag in the HTML Mailchimp forms in the Webflow Designer.


      Note: don't forget to add the "/post" after the subscribe word in your link that you copied.
       
      *NOTE 
      about linking to the mailchimp forms - if they want to use the mailchimp link for the signup form rather than our custom embedded forms, you have to use the "Signup form URL" from Signup forms > Form Builder that looks like this: 
      http://eepurl.com/ih2sgn

      Add Mailchimp CNAME Record to Cloudflare 

      1. Go to Website > Domains in Mailchimp.
      2. Under Email Domains click "Start Authentication"
        1. "Start your email authentication process"
          • "Who is your email domain provider?" - Other
          • Click Next
        2. "Go to your domain provider's website"
          • Click Next
        3. "Create a CNAME record using Mailchimp info"
          1. Open Cloudflare
            • find domain - DNS management
            • Click blue "+Add record" button
            • Type - CNAME
            • Name - copy Name from Mailchimp
            • Target - copy Value from Mailchimp
            • Proxy Status - switch to DNS only
            • TTL - can leave on Auto
            • Add 2nd CNAME Record
          2. Back to Mailchimp
            • Click Next
        4. "Wait for Mailchimp to check the records"
          • Click Check Status (This can take some time, can return to this later)
        5. "Success!"

      SOCIAL MEDIA TEAM - Set up RSS Campaign


      Setting up Campaign
      *make sure to do this in an incognito google window
      1. Go to Campaigns in nav 
      2. Click 'share blog updates' (use this link, it's hard to find otherwise - also sometimes it's weird in some browsers so if it doesn't work, try incognito or safari)
      3. Campaign name: Client full name
      4. RSS Feed - from Webflow - Go to this SOP for more info on how to get this
        • In webflow designer, go to pages > news template page > page settings. Go down to the RSS feed settings, make sure the toggle is set to ON, and copy the RSS link. Then you have to save your settings and PUBLISH your site.
        • example: www.ANYTOWNPOA.ORG/latest-news/rss.xml
      5. Check resize RSS feed images box, click Next
      6. Entire audience, Next
      7. Email Subject:  replace with → Posts from *|LIST:COMPANY|* for *|DATE:|*
      8. Preview Text: Keeping you in the Know!
      9. From name example: Southlake POA
      10. Change from email address from alias to : support@clientemail.org
      11. Check personalize the "To" field
      12. Next
      13. Go to Saved Templates and click the template you already styled
      14. Click Next and Start Campaign.