- Hey everyone, welcome back to the channel.
My name's Larry Snow and in this video
we're going to be taking a look at how to set up
Mailchimp groups.
And this is going to be part one of a three part series
where we're going to be taking a look at
your management tools for your list,
so we're going to be taking a look at groups,
segments and tags.
And in this video I'm going to explain what groups are
in relation to segments and tags,
how they're different, how they're kind of the same,
but not really, and we're going to show you
how to set up a group for your Mailchimp list.
Sounds like fun?
Let's go do it, it's coming up next.
Before I get into groups, one of the things
that Mailchimp recommends is that you have one list.
Now, I know that this is really challenging
for a lot of people and I am guilty of this myself,
is that it's so easy to create multiple lists
for different aspects of your business.
For courses, for opt-ins, for leads,
just create multiple lists.
The problem with that, and Mailchimp will tell you this,
is that you're going to get penalized by having to pay
for all those duplicates.
So I highly recommend,
and I've got to take my own advice here,
is that you create one list
where then you can do these groups, segments and tags
to organize and manage your one list.
It's a tough sell but if you're thinking
about cost-conscience type of thing here,
I would try to minimize that cost impact
by combining or at least trying to minimize the number
of lists that you have.
All right, with that being said,
how do we do groups and why are they different
from segments and tags?
Groups, if you really think about it, are categories.
If you're familiar with WordPress we have posts,
and in our posts we create these categories
for each post to live in on our website.
So that's the analogy that you would think about
when you're talking about Mailchimp groups.
Segments, on the other hand, are really like filters,
so if you want to assign a segment from your group
for, let's say, you have a group of cars,
that's the name of your group,
and then you can have sub-groups of that.
So you could have Porsche, Lamborghini, Ford,
whatever it is,
and then from there you can also do segmentation.
Let's say you want to do a filter of the Ford group
that says okay they purchased this course from this group
and then I can use a segmentation to do that,
to say if this, then that, that's kind of a filter,
that's a segment.
The last one is tags and tags are really labels,
just like you would, again, in WordPress,
add tags to a particular post,
those are labels that you can then search for in WordPress,
but in Mailchimp there are labels so that you can assign
specific things for that particular person.
All right, now with that out of the way,
let's go see what we can do to create a group.
So let's go over to our Audience tab.
I'm in Strategic Marketing Solutions,
and we're going to go to Manage Audience, Manage Contacts.
Going to the Manage Contacts tab here,
on the second page here, and click on Groups.
So in case you weren't aware either through this video,
Mailchimp does describe what groups are
when you go to set one up.
So we want to click on Create Group.
So when you start creating a group,
one of the first questions it's going to ask you
is how should we show group options on your signup form?
And you have various choices.
So with check boxes you can have various options
for a group category.
If you want to do radio buttons people can only select one.
As a dropdown, people can select only one,
and the last option here is don't show these groups
on my signup form which means it's going to be
like a hidden option that people don't know
that they're actually being assigned to a group.
I like to keep things above board
and especially in the days of GDPR,
make sure that people know at they're
being assigned a particular group.
Especially if it's going to be something that you're offering
in that group, they won't know why they're getting that
if they're just signing it up, right?
So I would absolutely, it's up to you,
but I would recommend that you make sure that you have
either the check boxes or the radio buttons,
because what's going to happen is
this signup form is going to be embedded on your website
so people can check it off if they want to be added
to this group.
If you have the understanding that if they sign up
they know they're going to be added to this group
then I guess, yeah, you could hide it from checking it off.
So we'll do check boxes,
and we'll do that cars example I was talking about before,
so it'll be cars.
Porsche,
Ferrari,
and we'll do Ford, and then we click save.
Okay, so we've now done our groups.
Now you can import your existing list into these groups
or you can say just done for now,
so I'm going to click done for now.
So here's our cars group and we can go to View Groups
and it'll all come out like that.
So then let's go to the signup forms,
let's go to Embed Forms and you will see here
it says show interest group fields.
And if I scroll down here on the preview,
here is our interest group fields,
so we can see how that's going to get added
to our embedded form.
So we're going to show a required field indicators.
I don't want to show format options
'cause these days it's pretty much HTML,
and you can show only required fields if you like.
But that's good enough for me,
just to show you what this is going to look like.
Then we go over here and click in here, copy that.
Let's go over to our website and I'm just
going to create a page for it right now
so that you can see what it's going to look like.
Because I have Gutenberg,
I'm going to have to choose the HTML block.
Going to paste in our HTML, so we pasted it in there,
in the HTML block on the Gutenberg editor.
I'm going to click preview and that's what it's going to look like
when someone goes to this page
and signs up to my email list.
They'll have the option to select Porsche or Ferrari
or Ford or all three in our cars category,
or our cars group.
So once a person has been added to your group,
then when you go to do a campaign or whatever in Mailchimp,
you can actually segment out for that particular group,
so in this case cars, and then you can segment down
through what they've actually clicked on.
So if they clicked on Porsche or Ferrari or Ford,
you can then send a particular campaign
to those particular people.
And that's how you manage groups.
So here you go, guys, that's a quick version
of Mailchimp groups.
If you have any questions or comments, post them below,
I'd love to help you out the best I can.
If it's about Mailchimp groups, segments or tags
post them below.
If you're new here to the channel,
this is the type of content that I produce.
Around email management, particularly Mailchimp,
social media marketing and WordPress.
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make sure you click the subscribe icon
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For more about me, go to LarrySnow.me
and I'll see you in the next video.