My name is Gary and I'm from organicweb.com.au,
I'm a Mailchimp partner and if
you need Mailchimp training or
consulting contact me. Today I'm going to
go through how we can use a Mailchimp
survey to get new leads or new customers.
What we will then do is we'll create an
automatic welcome email for those people
that sign up from your survey. Surveys
can be a great way to get new customers.
Let's go into Mailchimp but just to say
that I'm going to go fairly quickly
through this; you can always watch the
video again. So I'm in Mailchimp itself
as you can see. What I'm going to do is
first create my survey. So to create a
survey in Mailchimp we go "create" and
then "survey". We select our audience; in
other words when people enter the email
address to which audience should those
people be added. I'll click "begin". Let's
start building the survey, as Mailchimp
says, so we add questions. The first thing
we do is go to the "design" tab to design
our survey. In branding we can include
our logo. We could add a description,
Australian spelling in this case, but you
could of course do any spelling you you
wish. We could add some custom messages
such as changing the submit button to
send for example and various other
things. We could even change the button
color and so on but back to our
questions. Let's add a question and we
can ask various types of questions. Now
in this case I'll just ask two questions;
one of them being maybe what is their
favorite flavor of ice cream for example
and secondly I want the email address so
that I can get that person as a lead.
So I'll click "email" to add an email
field on to my survey. What would we like
to ask, ok your email you can type
whatever you want and this is quite
important; you want to make this required
so that people have to fill in the
email address. Also this is really
critical if you want to get new new
customers you can communicate with via
email specifically you need to ask
people if they want to subscribe. So we'll
enable "ask to subscribe" and we could
change the "subscribe me to your
newsletter" to anything you'd like to.
What happens here then is that when a
person enters the email address if they
check this "subscribe me to your
newsletter" they will be added as
"subscribed" to your audience and
Mailchimp; in other words you will be
able to send them email marketing
thereafter. Let's add one more question.
I'll click "add a question" and let's do
this, let's add radio buttons and we
could ask a question, my favorite flavor
is, and let's put here "chocolates".
Let's put a second option; I'll just
click "enter", let's put
"strawberry" and so on. We could add more
but this is just an example. We could
make this "required" if we want to and we
could add an "other" option but for now
I'll just leave it as it is. Just pretend
this is our survey. One thing I forgot to
do was to actually name my survey and
I'll call it in this case "fav flavor" for
example. It could be anything that makes
sense. I'll click "Save" and "close". Now my
survey isn't live as it were so people
can't go as yet and answer the question
or fill details so what I need to do is
turn on my survey. So I'm going to click
"turn on" and this means make it live on
the web. Now let me be clear, a survey in
Mailchimp, when we create a survey
it's almost like a landing page in some
ways; it's hosted on a unique URL on the
web so it's not something that's
embedded in an email. It's actually
hosted on a URL on the web and we can
share that URL on Facebook, on Twitter, we
could advertise that URL, we could send
it to existing customers or subscribers
via email and so on. So just to show you
I'm just going to copy the survey URL
and I'll just open it in a new tab
just to see what our survey looks like.
Ok it's very basic but that's absolutely
fine; so we're asking people for the
email address and so on. What we could
also do with our survey is share it on
Facebook, share it on Twitter and we can
even share it by email but for now let's
just say we've sent out our survey to
our subscribers and so on, via email or
advertised or whatever. So they come to
the survey URL and let's just enter in a
subscriber here for example. So, ok, and
I'll click "subscribe me to your
newsletter" because I want to show you
what happens in our audience when this
person subscribes and let's just say my
favorite flavor is "chocolate". I'll click
"send". Ok so now let me go into my
audience and just show you show you, what
happens now that this person has
submitted the survey. I'll go back into
Mailchimp and let me just go to my
audience and I'll just view my contacts
and I'm expecting to see that Gary+109
or whatever it was. So there as we
can see as my Gary+109, the person
that's just filled my survey, and if I go
along you'll see under "email marketing"
column that this person is "subscribed". So
we can send email marketing to this
person and the "source" was survey so this
is important; source survey because maybe
I want to set up a follow-up email or an
email to send immediately as this person
fills my survey saying "hey thanks for
filling the survey" he has a discount
coupon,
did you know we sell this or that or
whatever. Because this is a new lead this
is, this is a great new lead and the best
time to contact this lead is as
soon as they filled in the survey. So
what I'm going to do is very quickly
create a welcome email so that whenever
someone, a new subscriber, fills in the
survey, sends the survey, they'll get a
follow-up email. So I'm looking here for
"source" is "survey". So that's going to be
my segment because those are the people
that have just signed up on my survey. So
let me create my welcome email. I'm going
to go "automate", "email". I'm going to create
a "welcome new subscribers". The single
email won't work for me. I'll need to
create an onboarding series because I
actually want to target only those
people that signed up from the survey
and I just know that I can't do that on
the single email. So you will need a paid
account in Mailchimp to be able to do
this. So I'm going to click "onboarding
series", I can call it whatever I want;
let's call it "fav flavor survey"
whatever. That's okay.
I'll select the audience that my people
on my survey are signing up to which is
"Gary's ice cream "in this case. I'll click
"begin". So let's build this email that'll
go out as people complete that survey.
We'll just wait for that to load up. We
start at the top go down. In this case
I'm just going to send one email because
this is just a demo. So I'll just very
quickly delete all these extra emails
because I don't want them to go out. I'll
just type "delete" very quickly. I'll
just copy that to speed it up a
little bit. Click "delete". o let's get rid
of that last email. Okay there we go and
we'll just get rid of these extra emails;
"delete email" paste, delete and delete
again. Let's get rid of all these extra
ones. So we've just got on'; delete, delete
copy paste that in there. Right so we've
got our one email and so the important
thing here is to trigger this
immediately after survey subscribed
contacts join my audience but remember I
wanted only where the the source field
is "survey". So I've gone here "filter by
segments or tag", click "add" and build my
criteria here, build my segment here. So
choose "segment or tag" and contact match
the following conditions; so only send us
where contact match, and remember what I
was looking for is where the signup
source was "survey". In which survey;
"favorite flavor survey". So this means
that because I'm adding this segment
only people that signed up to my
audience using the survey of "favorite
flavor" will be sent this follow-up email.
So I'll save that segment. Now what I
would do is design my email and enable
my automation workflow; and there we go.
So what we've done is we created a
survey, we added an email field onto it
where people can subscribe then we
created an automated email saying as
soon as someone subscribes to our
audience, but only where they subscribed
using that specific survey, send them
this follow-up email. And that's how
simple it is; you've got a new customer
and you followed up with them and this
automation will then just run. The survey
will just run, you publicize your survey
and it'll just go. I'm Gary from
organicweb.com.au and you thank you for
joining me.