How to create and manage a Mailchimp account

Author: Denny Brown Last modified on: August 13, 2013 11:51 pm
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This is a rough draft. Please make suggestions for improvement by leaving a comment. Or, if you have credentials that allow you to edit this, go ahead.

Sign up for a free Mailchimp account.

  • Go to mailchimp.
  • Click on the Sign up for free account.
  • Fill in the form.
  • Mailchimp will send you an email asking you to confirm that it was you who signed up.
  • Follow the link in that email to activate your account.

Login in to MailChimp

  • Fill in your contact information.
  • Go through the “get started” tour.
  • Create a list
  • Create a signup form

Create a list

  • {add info}

Create a signup form

  • Click on the name of your list on the Lists page.
  • Click on Signup forms
  • Click on Form integrations
  • Scroll down to WordPress, and click on Learn More.
  • Read the info on that page.
  • Click on the Learn More link. That will take you to wordpress.org, where the MailChimp plugin resides.
  • Download the latest version.
  • File it where you file your other plugins.
  • Go to your WordPress back end and install the plugin
  • Activate the plugin
  • Go to Settings > MailChimp Setup
  • Choose the list you created from the popup menu and click on Update List.
  • Fill in the Form Settings for the form you’re building.
  • Don’t worry about what choices to make. You can change it at any time.

Insert the signup form where you want it on your site

  • Sidebar
    • Appearance > Widgets
    • Drag the MailChimp widget into a widget area
  • Page or post
    • Place the short code [mailchimpsf_form] on the page or post where you want the form to appear.

Deputize somebody to have access to your MailChimp account.

  • <your name> > Account Settings
  • Account Settings > Users and Account Details
  • > Invite a User
  • Fill out email address of the person you want to deputize.
  • Choose how much power you want to give the person.
  • Add a message if you wish
  • > Send Invitation

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