Mailchimp: How to Schedule an Email

This post details how to schedule an email for our clients who use Mailchimp.

When scheduling an email in Mailchimp, confirm the following before completing: 

  1. “From” display name and email address are correct
  2. Subject line and preview text is correct (no typos, matches the content of the email, follow Accordus writing standards)
  3. All images and hyperlinks work and map to the correct URLs
  4. Address in the footer is the client’s correct mailing address
  5. Name merge field is working with an appropriate fallback value in place
  6. Correct mailing list audience and segment have been selected
  7. All text is justified
  8. The campaign URL is relevant to the email and not copied from a previous email

After scheduling an email, you should always send a confirmation email to the client(s), and team lead on the project. You can find this on the Client Assignments Doc under client emails.

The confirmation email should contain the subject line, date and time of send, as well as audience list + number of recipients. If in MailChimp, link the subject line. If sending through CC, attach a test email to your confirmation email.


An example email sent to clients:


“Hi Team,

Blue Skies: Rules of Thumb” will be sent on Sunday, June 5 at 11:00AM EST to the audience tagged ‘Admin’ + ‘June 10-15 2022 Volunteers’ (21 recipients).


Thanks,

Julia”

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