Automate the delivery of your lead magnet when someone signs up for it.
Successfully set up an automated email to send a lead magnet to your audience via Mailchimp.
You need to have a paid Mailchimp (Essentials, standard or premium) account.
An automated email workflow for delivering a lead magnet saves you time and effort while growing your email list.
Mailchimp.
After you’ve created a lead magnet for your audience.
Marketing Manager, marketing consultant, or any person responsible for marketing strategy for your business.
Set up email automation for a lead magnet in Mailchimp
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Login to your MailChimp account . If you don’t have a Mailchimp account, sign up for one here .
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Select “Automations” ➞ “Customer Journeys” from the dashboard.
3. Click “Create Journey”
4. Name this journey and click “Start building”.
Note: Use a naming convention so it’ll be easier to organize and find your automations in the future. An example naming convention will be [business]-[product]-[description]
5. Click “Choose a starting point”.
6. Select “Tag added”.
7. Locate the tag for people who’ve downloaded your lead magnet and click “Save Starting point”
Note: This tag has to be the same tag that you set up in your sign up form in SOP 175 (web version). If you haven’t created a tag then you may create a new one. Just make sure that you sign up form uses the same tag when visitors subscribed. More info on MailChimp’s official documentation . Create a new tag for people who download your template .
8. Then, hover to the “+” icon and click “Add a journey point”.
9. Click “Send email”.
10. Click “edit” right next to the subject line.
11. Edit the email subject line and preview text, then click “Save”.
12. Next, click “Select a template”.
13. You can select any layout you like. For this SOP we’ll choose a basic 1 Column layout.
14. Drag an image (your logo) to the email logo placeholder.
If you don’t want to include a logo in your email, hover to the logo placeholder and click on the dustbin icon to delete it.
15. Click the pencil icon to edit the email.
16. Edit the copy of your email. You should be able to preview the email on the left.
17. Highlight the call to action and insert a link.
18. Paste the URL of the free template (aka lead magnet) and click “Insert”.
19. Click “Save & Close”
20. Once done, click “Save and return to journey”.
21. Once done, click “Continue”.
22. Select a reason why you’re using the journey feature and click “Turn on”.
23. You’ve now successfully set up the email automation.
