Hi my name is Gary from organicweb.com.au and I'm a Mailchimp pro partner I provide Mailchimp
services such as training consulting integrations and so on so contact me if you need Mailchimp help
today I'm going to go through how we can add people to our Mailchimp audience
I'll go across to Mailchimp I'm in my audience at the moment so all I did was click audience
and I'm in my audience called Gary's training which in this case doesn't happen to have anyone
in the audience any contacts now an audience is the place we add contacts in Mailchimp some
people call it a kind of crm it so an audience is a singular thing it's like a bowl let's think of
fruit for example it's a bowl for the fruit and then we add our fruit which are different people
into that bowl so into an audience we can have as many contacts as we want well within the plan
you're on in Mailchimp within the limits of the plan you're on in Mailchimp to add people into
an audience there are actually three ways we can add people what I'm going to do is just to
just to show you a different view I'm just going to click view contacts
and we get the sort of sub menu up the top here so I'll just show you so if we go to add contacts
we can add a subscriber and that's a singular in other words if someone calls you on the phone
you can quite simply click add a subscriber as I've just done so I clicked add a subscriber
and you can just enter the various information and subscribe them so that's how easy it is to add a
person singly through add contacts at a subscriber now a very important thing is in Mailchimp the
only mandatory field is the email address that's the only thing you have to have you have to have
the email address for each contact you add and the email address has to be unique so let's say you're
a school for example and maybe two parents share the same email address you can't have
them as separate entries in the same audience you can only have the email address once okay
so that's how we add people sorry one by one okay the other way we can add people and this is
is pretty cool is something called integrations so I'm just going to go across to integrations now
an integration is where we connect our other services other tools we
use other software we use for example to Mailchimp so as soon as we add people into
other software uh they're added into Mailchimp just for example okay uh some of my classes my
public classes I use eventbrite so what I've done is I've integrated eventbrite with Mailchimp so
as soon as someone purchases a place on one of my classes in eventbrite they're automatically added
into Mailchimp and I can market to them I use xero accounting you might use quickbooks or anything
else but I happen to use xero for my accounting so as soon as I add a customer or a client into
xero I've integrated with Mailchimp so they're automatically added into Mailchimp
maybe you've got an e-commerce store such as shopify such as magento such as woocommerce
as soon as people purchase they'll be added to Mailchimp and so on so integrations are awesome
best of all integrations are often actually very very simple like the eventbrite one I discussed
it literally is a few clicks and you can do it yourself even without technical knowledge
you don't need technical knowledge some of the integrations you do so what I did is I clicked
on integrations and you can just search and you can see their various um you know various
uh of more common um integrations here magento 2 um you know Ubercart, Volusion, Stripe etc. etc.
or you can just search for it salesforce or whatever you know microsoft outlook or
whatever you use and you can integrate okay we're not going to cover integration now because that's,
that's a very specific sort of topic and the integration really is specific for what service
you're integrating with Mailchimp so I'm going to go back to my audience I've clicked audience
I'm going to click view contacts again what I'm going to do is I'm going to show how to
import contacts or add contacts from a spreadsheet let me go across and you
can see I'm in google sheets at the moment this could be microsoft excel it could be a CSV file
for all intents and purposes we're going to pretend they're the same right so the
first import I'm going to do is fairly basic I have the email address for everyone again that
is the mandatory information I have to have for anyone and I have the first names for some people
then I will perform another import and you'll notice I have more people
some of the people were exactly the same
I've then added some more fields are they repeat customer for example and what is their birthday
so it gets a little bit more complicated so the first one we're going to do nice and simple just
to let you know is that when we're importing from a CSV file microsoft excel google sheets etc etc
it doesn't matter in which order the fields or columns are so I could have had email address
first for example it just doesn't matter so what I'm going to do because I want to import these
people I'm going to just copy so I've copied the information from my spreadsheet I'm going
to go across to Mailchimp so to import those people into this audience I click add contacts
import contacts wait for the screen to load up and Mailchimp will lead us through a kind of wizard
and it'll show us what to do so are we uploading a CSV or txt file no I'm copying and pasting
so I'm clicking copy and paste and I'll click continue to upload
Mailchimp says to me paste your contact information so I'm going to paste it in
don't worry that it looks a bit weird Mailchimp can handle it right
I'll click continue to organize the audience I want to add people to this is if you have
more than one audience but I am importing into Gary's training in this case select the status
in a subsequent video I will go through what these different statuses mean but for now
anyway subscribe means being able to send them email marketing any of these other statuses you
will not be able to send email marketing to them so I'm going to import them as subscribed I will
go in to update my existing contacts on the next import okay I'm going to click continue to tag
and I'm going to go in a subsequent video into tags but you can just add a tag here
if you really want to or create a tag I'm going to click continue to match
Mailchimp is clever enough to figure out that this is the first name and this is the email address
so that's cool that's all good and on the next import I'll show you how
we could change this field if we really wanted to or one of these fields and I'll
click finalize import Mailchimp goes through a quick checklist check that it's all okay
and I'll click complete import so people will know my contacts will now be added to my audience
Mailchimp gives me the option do I want to send immediately for example an email campaign to these
people but I'll just view my imported contacts for now wait for this to load up and there my
contacts are okay so this would be called a segment which I'll go go through at a later
video so I'll just click the cross to get out of the segment if you do want to get out the segment
and there my four people are nice and easy next month comes along let's go back to google sheets
and it gets a little bit more complicated so for example this person was in my audience
Gary plus one but you'll notice they don't have a first name
but now there's a first name against them I've got more columns such as are they repeat customer
what is their birthday and so on so let's just go back quickly jumping a little bit backwards and
forwards but let's go back to Mailchimp and just show you that there's certain default fields we
have so email address is mandatory we have to have that for every single contact we add first name
we can add last name we can add their address their phone number on most Mailchimp accounts
except the the premium account we can add up to 30 fields of data so each one of these email address
first name last name name sorry is considered a field so we can have up to 30 fields of data
in Mailchimp and I'll get as mentioned I will in a subsequent video cover tags but
you can have an unlimited number of tags uh as well the only limit on tags is being that they
have to be 100 characters in length right so back to google sheets so let me import these
people again all I'm going to do um sorry all I'm going to do with these people is just copy
come back to Mailchimp and I'm going to go through that wizard again just like I did last month now
there's no need to delete people out of my spreadsheet even if they've unsubscribed
and so on there's no need to delete them or archive them out of my Mailchimp audience
Mailchimp can handle it so I'm just going to import again add contacts import contacts
and I just followed the wizards so I'm going to copy and paste and I'm going to click continue
I'll paste in my various data and again it looks a bit weird but that's fine click continue I'm going
to import them to Gary's training I'm importing them as subscribed sorry now this is important
update any existing contacts if any imported contacts are already in your audience will
automatically replace the information with the data from your import this option may
make the import process slightly longer now so if you already have people in your
in your audience in Mailchimp and you keep an external source of truth
um an excel spreadsheet a crm whatever and you import from that every month and important to
Mailchimp you would check update any existing contacts okay and I'll click continue to tag
and as discussed I won't go through that right now I'll click continue to match
Mailchimp automatically sees there's my first name my email address that's correct
and then it sort of goes into orange what orange means is there's an error there's an issue
so let's just say that this were not the first name field I could quite simply click on the field
name first name click the down arrow and so it's not coming up in your screen but I've actually
got a drop down that shows that shows the various fields I could choose any field within that okay
but for now repeat I don't have a field called repeat so I'm going to click the drop down now
what you'll be you're not able to see on my screen at the moment but what I'm able to do is click
something called create a new field so all I've done and again I'm just going to show this I've
clicked repeat I'm going to click the down arrow and then you'll be able to see create a new field
and then we can call this field anything we want for example repeat customer you can
call it whatever you want and select the data type well it is text it's just basic text the
the if they repeat customer and I'm going to click confirm
so in the future that repeat customer field will always be in Mailchimp birthday I haven't used the
birthday field in the past so I'll click it again I'm going to click create a new field which you
can't see but you'll just click that down arrow click create a new field I can call it anything um
that I want to but this happens to be their birth date this is great you know having a
birth date for example if you maybe a restaurant or or something like that because then what you
can do is set up those sort of happy birthday emails you know 10 days before the birthday
set up an email saying you know your birthday is coming up book your book your table at our
restaurant and you would set up those automatic emails and something called customer journeys in
Mailchimp and I have videos on that but select a data type this is important
you can select various different types of data types but in this case it's a birthday
data type you didn't see the drop down but you'd select the birthday data type and click confirm
so I've set up my various fields I added these two fields I'll click finalize
import everything looks okay click complete import
and again I could create a campaign at this time but I'll just view my contacts
wait for this to load up and you'll notice now that all those people are in here all those extra
people extra data has been added whether they repeat customer or not that's been added that
column the birthday column has been added and so on and that's how simple it is so the important
thing to remember is entire audience email address is mandatory we can add fields during the import
we can the three different ways we can get people into our Mailchimp audience is one
by one by clicking add contact add a subscriber we can import them from microsoft excel etc via
import contact and we can go to integrations and and integrate our external systems with Mailchimp
and that's how easy it is thanks for joining me please like this video my name is Gary from
organicweb.com.au