How to Share Content with MailChimp

Step-by-Step Guide for uploading and sharing your Retirement Plan Marketing content to MailChimp.

Blog Articles

Select the 'Campaigns' tab
Select the orange button "Create Campaign" and select "Email"
Under “Regular” type in the campaign name (Name of content)
Update your “To” and “From” fields
Open the Word document "Email Template + Social + Website Copy" for the blog article
Copy and paste the subject line and preview text into the editor
Under “Content” select “Design Email” (Classic Builder if given the option)
Under “Saved Templates”, select your template
Update your headline image

Select the header image, then “Replace”
Select “Upload” then drag and drop your headline image into the editor. Insert it

Copy and paste the email body copy from the Word document into the editor
Double check the formatting, you should follow your own brand's fonts and font sizes. If you prefer to use our branding, it is Open Sans size 14
Click the call-to-action button and click 'Link to' > Web address’
Add your blog link from your website, then click Save & Close
Once the email template it filled out, send yourself a test email. Click " Preview" > "Send Test Email"
Once reviewed, click "Continue"
Send now or schedule for a later date

Newsletter/Plan Sponsor Guide/Participant Infographic

Select the 'Campaigns' tab
Select the orange button "Create Campaign" and select "Email"
Under “Regular” type in the campaign name (Name of content)
Update your “To” and “From” fields
Open the Word document "Email Template + Social + Website Copy" for the newsletter/plan sponsor guide/participant infographic
Copy and paste the subject line and preview text into the editor
Under “Content” select “Design Email” (Classic Builder if given the option)
Under “Saved Templates”, select your template
Update your headline image

Select the header image, then “Replace”
Select “Upload” then drag and drop your headline image into the editor. Insert it

Copy and paste the email body copy from the Word document into the editor
Double check the formatting, you should follow your own brand's fonts and font sizes. If you prefer to use our branding, it is Open Sans size 14
Click the call-to-action button and click 'Link to' > ‘File’
Add your PDF, then click Save & Close
Once the email template it filled out, send yourself a test email. Click " Preview" > "Send Test Email"
Once reviewed, click "Continue"
Send now or schedule for a later date

Video

Select the header image, then “Replace”
Select “Upload” then drag and drop your headline image into the editor. Insert it

Copy and paste the email body copy from the Word document into the editor.
Double check the formatting, you should follow your own brand's fonts and font sizes. If you prefer to use our branding, it is Open Sans size 14
Click the call-to-action button and click 'Link to' > ‘Web Address’
Copy and paste the link to view your video (YouTube or Vimeo). If you do not have capabilities to use YouTube or Vimeo, please contact us and we will provide you with a link
Once the email template it filled out, send yourself a test email. Click " Preview" > "Send Test Email"
Once reviewed, click "Continue"
Send now or schedule for a later date