Mail Chimp

CSV Client List Upload

 1) MailChimp > Audience > All Contacts > Import Contacts > Upload File > Client List Folder > Browse (Upload CSV File) > Select Status “Subscribed” > Check “Update an Existing Contacts”

2) In the search field use the example for the following tag: (Ex: Smith, John-Q1-OFP)

3) Finalize Import > Complete Import > Verify the clients have been Imported Under The “Tag Column”

Campaign Design

1.) Campaigns > In the Left Column Select “OFP Template” > Click the dropdown next to the “edit” > Select “Replicate”

2.) Edit Recipients > Select the tag for the desired advisor (Smith, John-Q1-OFP) > Save

3.) Click “Edit From” > Name: (Advisor Name Ex. “John Smith”) Email Address: (Advisor Email Ex. Jsmith@financialguide.com)

4.) Subject: “Quarter 1 Overview”

5.) Preview Text: Paste Content from Toolbox

6.) Content > Design Email > Saved Templates > Select “Q1 OFP Financial Planning”

7.) Refer to the advisor’s Box-Folder and OFP Data Base for content.

Campaign Construction

Note: To edit within MailChimp click over the desired area to change/upload information. Click the pencil to change the designated area. On the right-hand side, an editing section will appear where you can upload the desired content (links, files, video). To upload files click “replace” upload, the content.

1.) Begin with OFP Data Base Input: (Name, Calendly, Address, and Website)

2.) Next proceed to the advisor’s box file to Input: (Headshot, Video File, Logo etc.)

3.) Once uploaded, select the content uploaded for that advisor select “Move To” -> “Add Folder”

(Ex. Smith, John-Q1-OFP)

4.) If logo other than the CFG logo is requested, click templated logo > replace > my folders > “Logos”

5.) When all content has been appropriately inserted into the new campaign, press “continue” in the upper right-hand corner.

Final Check Example

Name: Smith, John-Q1-OFP

To: (Audience: OFP Audience | Segment or Tag: Smith, John-Q1-OFP)

From: (Name: John Smith | Email Address: jsmith@financialguide.com)

Subject: (Subject: Q1 in Review| Preview Text: This year has been crazy to say the least….)

Send a Test Email

1.) Click “Send a Test Email under the preview.

2.) Send test email to (Cara, Evan, Alec, or Andrew for a peer review)

3.) Once verified, send the test to the advisor. In the “Include Instructions” paste

“Hello [Advisor Name],

The OFP team is reach out to you today for final approval on your email campaign. Please reply with confirmation that this campaign accurately represents you and your practice. Note: If there are an last minute adjustments please out to awhalen@financialguide.com via email or Microsoft Teams.

~ Your OnGoing Financial Planning Experience Team

4.) Once verified, go into the OFP Data Base. In column I check (Y/N) for the verification.