Welcome to MailChimp

Getting started with MailChimp is easy, and this guide will help you make the transition in a few simple steps. We’ll cover the basics of building your list, creating beautiful campaigns, and viewing your reports in MailChimp, then discuss a few of the key variations in terminology and workflow that you’ll encounter in your new MailChimp account.

Quick Start

This guide, along with MailChimp’s other educational guides and articles, will help you get acclimated to MailChimp. If you’re short on time and just need a quick overview, this section highlights 4 of MailChimp’s key elements: creating a list, growing a list, building a campaign, and tracking your results.

  1. Creating a list

    To import your existing General Interest list into MailChimp, navigate to the Lists tab within your account and click the Create List button. After setting up your list details, you can begin the import process. When prompted, select the Integrate service import option, click the Constant Contact icon, and upload your file. For a full walkthrough, visit our Knowledge Base.

  2. Growing a list

    When you create a list, MailChimp will automatically generate a series of forms, emails, and confirmation pages to help guide your contacts through subscribing, unsubscribing, updating their profiles, and other similar processes. Each of these elements can be modified and customized by navigating to the Lists tab and selecting Signup forms from the drop-down menu next to each list.

  3. Building a campaign

    When you’re ready to build your first email campaign, click the Create Campaign button and choose your campaign type. MailChimp’s Campaign Builder will walk you through the entire process, from determining the recipients of the email and selecting a template to designing your campaign. You can import your own template or use one of our easily customizable, drag-and-drop email layouts or predesigned template themes as a starting point for your campaign.

  4. Tracking your results

    After sending your first campaign, click over to the Reports tab to track all of its clicks, opens, social activity, analytics data, and e-commerce data. To learn more, visit our Knowledge Base.

These 4 elements are at the core of MailChimp, but there’s a lot more to discover. The rest of this guide will help you get your bearings as you continue to get to know the app.

Managing Your Account

MailChimp, like Constant Contact, has a single location where you’ll manage all of your account, billing, and user information. Here, you can edit things like default time zone, date and currency format, contact addresses, username and password data, and your account security options. The charts below outline several common account-related terms and processes used within the Constant Contact application and identify their MailChimp equivalent.

Common terms

Constant Contact MailChimp
Home Dashboard
Account Owner Owner or Admin
Account Manager Manager
Campaign Creator Author

Account navigation

Constant Contact MailChimp
In Constant Contact, account settings are managed in the My Account and My Settings sections of the account. In MailChimp, all of your account settings—including username, password, and contact information—can be managed by clicking your username near the upper right corner of your account and selecting Profile or Account from the drop-down menu.
In Constant Contact, additional users are added to an account from the My Account > My Account > Account Users page. In MailChimp, additional users are added to an account by clicking your username and navigating to the Account > Settings > Users page.

List Management

The foundation of great email marketing is a clean, updated, engaged list of contacts who have opted-in to receiving your campaigns. MailChimp lists are powerful, flexible tools that help you manage those contacts, who we call subscribers. If you’ve been managing a contact list in Constant Contact, there are a few notable differences you’ll encounter as you make the switch to MailChimp.

Importing your list from Constant Contact

We'll begin with a quick summary of the list import process. This section will provide a quick overview of the 3 basic steps you'll need to follow if you plan to import a Constant Contact list into MailChimp. For an in-depth walkthough, visit our Knowledge Base.

  1. Filter out your undeliverable addresses.

    When you send a campaign in MailChimp, unsubscribed or bounced email addresses are automatically removed from your list. Constant Contact also removes unsubscribed addresses from your list, but it manages bounces in a slightly different manner. As a result, you will need to be sure to filter out the bounced addresses before importing your Constant Contact list into MailChimp. For more information and a step-by-step walkthrough, please refer to our Knowledge Base.

  2. Export your Active Contacts.

    Your list of Active Contacts can be exported by navigating to the Contacts > Active Contacts page in your Constant Contact account, clicking the Export button, and selecting which fields you’d like to include in the CSV file from the Export pop-up modal.

  3. Import your Contacts into MailChimp.

    In your MailChimp account, navigate to the Lists page, click the drop-down menu next to the desired list and select Import. Next, select Integrated service, click on the Constant Contact icon, and follow the prompts to begin importing your list. We’ll help you set up Groups based on your pre-existing Sub-Lists.

Common terms

Constant Contact MailChimp
General Interest or Active Contacts List List
Email Lists
(also referred to as Sub-Lists and Segments)
Groups
Contacts Subscribers

List basics

Constant Contact MailChimp
In Constant Contact, contacts and lists are managed from the Contacts page. In MailChimp, subscribers and lists are managed from the Lists page.
In Constant Contact, all of an account’s contacts—both Active and Unsubscribed—are found within a global Contacts (or General Interest) List. In MailChimp, there is not a global list that houses all of your account’s subscribers. Each list that you create is independent of any others that may exist within your MailChimp account.
In Constant Contact, any new Email Lists (also known as Segments or Sub-Lists) that are created are subsets of the main Contact List.

It’s possible that some contacts might only be on the main Contact List and not a part of any Sub-Lists, while others might be a member of multiple Sub-Lists.
Within each MailChimp list, Groups are used to categorize your subscribers by their interests and preferences.

Up to 60 Groups can exist within a list, and each subscriber can be a part of as many (or as few) Groups as needed.

When you use the Import From Constant Contact option, we’ll help you set up Groups based on your pre-existing Email Lists. For more details, visit our Knowledge Base.
To send to a specific collection of contacts in Constant Contact, you choose a specific Email List or Tag that was used to group those people together. In MailChimp, you’ll use our segmentation tools to filter your list and send your subscribers targeted content
In Constant Contact, when deleting an Email List, you’ll have the option of deleting only the list itself (and keeping all contacts in place) or deleting the list and all of its contacts who aren’t also duplicated on another list. Since each list in MailChimp is independent, when you delete one of your lists you’ll lose all of the email addresses and data associated with that list.

Deleting a Group, however, works in a similar manner to deleting a Constant Contact list. When a Group is deleted, we’ll remove all of the affected subscribers from the Group and remove the Group from your list, but the subscribers will remain a part of the overall list.

Managing bounces and unsubscribes

Constant Contact MailChimp
In Constant Contact, unsubscribed and bounced addresses are managed on the account level. In MailChimp, unsubscribed and bounced email addresses are managed on a per-list basis; there is not an account-wide suppression list.
In Contact Contact, the Update Profile Form can be modified to allow contacts to choose if they want to unsubscribe from a single Sub-List or from your Contact List as a whole. In MailChimp, clicking unsubscribe immediately removes the email address from the sending list, but does not affect its status on other lists within an account.Subscribers can remove themselves from groups by using the Update Profile form to change their subscription preferences.
Constant Contact reports bounced email addresses, but allows users to manage their own bounces and remove them from their own lists. MailChimp automatically removes bounced email addresses from your list. To learn more about the differences in bounce handling, refer to this article.

Signup Forms and Response Emails

When you create a list in MailChimp, we’ll automatically generate a series of customizable signup forms and response emails. The charts below highlights several of the key differences in the form creation processes between MailChimp and Constant Contact. For a full walkthrough of MailChimp’s available form options, visit our Knowledge Base.

Form basics

Constant Contact MailChimp
In Constant Contact, the Sign-Up Form, Update Profile Form, and other form options are accessed and modified from the Sign-Up Tools section on the Contacts page. In MailChimp, the forms and response emails are accessed, created, and customized by navigating to the Lists page and selecting Signup forms from the drop-down menu next to the appropriate list.

Select General forms to edit your hosted signup form, and customize any additional forms or response emails by selecting the desired option from the Forms and response emails drop-down menu.
In Constant Contact, the Contact Emails (Welcome, Update Profile, etc) are accessed and modified from the Sign-Up Tools section on the Contacts Page. In MailChimp, all the response emails (opt-in confirmation email, final welcome email, etc.) and “thank you” pages that are generated for a list can be accessed and modified from the Forms and response emails drop-down menu within the Signup forms > General Forms area of your account.
In Constant Contact, the HTML code for the embeddable version of your form can be found by navigating to the Contacts > Sign-Up Tools > Sign-Up Form area and selecting Embed Code from the Actions drop-down menu. In MailChimp, the embed form HTML code can be found by navigating to the Lists > Signup form > Embedded forms area of your account.

If you prefer to create a popup form on your website, navigate to Lists > Signup form > Subscriber popup.

Form fields

Constant Contact MailChimp
In Constant Contact, new fields can be added to a standard signup form from the Contacts > Sign-Up Tools > Contact Fields section. In MailChimp, new fields can be added to a standard signup form from the Lists > Signup forms > General forms > Add a field section.

Form integrations

Constant Contact MailChimp
In Constant Contact, the form integrations are located in the App MarketPlace. In MailChimp, several of the most common form integrations can be accessed on the Lists > Signup forms > Form integrations page within your account.

For a full list of all available form integrations, visit our Integrations Directory.

Campaigns

Once you’ve set up your list and forms, you’ll be ready to start building an email to send to your subscribers. At MailChimp, we refer to each of these emails as a “campaign;” a term you’re probably already familiar with if you’re making the switch over from Constant Contact.

The charts below outline several of the common campaign-related terms and processes used within Constant Contact application and identify their MailChimp equivalent. For more information about creating campaigns in MailChimp, refer to our Knowledge Base.

Common terms

Constant Contact MailChimp
Campaign Campaign
Template Template
Autoresponder Automation
Library File Manager
Copy Replicate

Campaign basics

Constant Contact MailChimp
To start building a campaign in Constant Contact, you click the Create button—located on the Home or Campaigns tabs—and select the campaign type. In MailChimp, you’ll click the Create Campaign button—located on the Dashboard or Campaigns tabs—and select the campaign type.
In Constant Contact, you create a campaign before selecting the email’s recipients, from and reply-to email addresses, and determining a subject line. In MailChimp, you’ll begin the campaign creation process on the Recipients step, where you’ll select which subscribers receive the campaign.

On the Setup step, you’ll name the campaign and determine the subject line, “from” name and “from” email address. Over the subsequent steps, you’ll select a Template, Design your campaign, and Confirm all the details before sending.

Footer information

Constant Contact MailChimp
In Constant Contact, footer information is edited from the My Account > My Settings > Footer Options area of the account. In MailChimp, footer information can be edited from within the Footer content block while building the campaign.
In Constant Contact, a Forward to a Friend link is present in the footer by default, but a link can be added elsewhere in the campaign. In MailChimp, a Forward to a Friend link can be added to the footer—or anywhere within the campaign that you’d like—by using the FORWARD merge tag.
The Constant Contact logo is required on all campaigns sent from free trial accounts. Paying customers must contact a support representative to request removal of the logo. The MailChimp MonkeyRewards badge is required on all campaigns sent from Forever Free accounts. Paying customers can disable the badge from the Account > Extras > Rewards section of their accounts.

Campaign archives

Constant Contact MailChimp
In Constant Contact, a link to the Webpage Version of a campaign can be added to give contacts an alternative method of viewing the email. In MailChimp, the ARCHIVE merge tag is used to generate a link to the web “view in browser” version of a campaign. This is the version of the campaign that people will see when you or your subscribers share the campaign.

If you’d like to create an Archive page of your past campaigns on your website, you can generate a snippet of HTML in MailChimp and paste it into your own website’s code.

Reports

MailChimp’s reporting features will help you monitor your subscribers’ engagement, analyze your campaigns’ performance, and provide insights to help your future email marketing efforts. While the location of report data differs in Constant Contact and MailChimp, many of the reporting-related terms and data points are similar across both services.

To learn more about MailChimp’s reporting features, check out our Knowledge Base.

Constant Contact MailChimp
In Constant Contact, list-related reports are found in the Contacts > Reports section of the account. In MailChimp, you’ll find list-related reports by navigating to the Lists page and clicking the Stats button next to the desired list.
In Constant Contact, campaign report data (opens, clicks, bounces, etc) is located within the Reporting tab. On MailChimp’s Reports tab, you’ll find all of your campaign reporting data. This includes opens, clicks, forwards, unsubs, bounces, complaints, an overview of your performance compared to your industry averages, and more.

Additional Resources and Support