How to Create an Automated Welcome Series in Mailchimp

After you’ve used the outline to create content for your welcome series, you’ll need to get it uploaded into your email software. Watch the training videos below to learn how to set up an email automation in Mailchimp.

How to Build an Email Automation

Learn how to set up your automation and set your “triggers” so contacts get the right email at the right time.


**Instructional videos show the set up of a ten email welcome series. However, we now recommend an eight email series which is what is outlined below. The steps for setting up the new workflow are the same as in the video but with eight total emails instead of ten.**

How to Upload Your Content to Mailchimp

Once you’ve created the structure of your automation, you’ll need to input the content you wrote. Here’s how.