auto-responder and opt-in code...

CONFIDENTIAL Prepared by Success byHeart©2010 June 2011

Success byHeart™

Auto-Responder and Opt-in Code Instructions

Prepared for

John Maxwell Team Members

Prepared by

JOYCE DIAS SUCCESS BYHEART

www.successbyheart.com

http://www.successbyheart.com/


Table of Contents Step 1. Sign up for Auto-Responder …………… ………………………………… 4 Step 2. Login to your dashboard ……………………………………………… 4 Step 3. Create a List ......................... .....……………………… 5 Step 3 A: Create a New List ............…………………………………… 5 Step 3 B : Import Existing List ……………………………………………… 8 Step 4: Create a Sign up Form ……………………………………………… 12


Please note we have no affiliation with any of the Auto responder Service companies. Instructions provided here are for Mail Chimp as it offers a generous start up option for new Entrepreneurs on a limited budget which can be changed to a paid monthly service as your subscriber list and business grows. However the general principles apply to any auto-responder.

MailChimp is a browser-based service. There is no software to install, so it works on both Mac and PC

MailChimp is a browser-based service. There is no software to install, and MailChimp works on both

Mac and PC. Really all you need is a modern browser. We believe that browser-based services

should actually work in as many browsers as possible. That being said, we do our very best to make

sure that MailChimp works on the most popular browsers available.

Compatible Browsers

Mozilla Firefox (Mac or PC) - Make sure you have the latest version (3.6.13) Safari - Make sure you have the latest version Microsoft Internet Explorer 7 or IE8 or IE9 Google Chrome Opera 10.5 or higher

Other Helpful Stuff

You will need cookies enabled (for login/session stuff) Pop ups and JavaScript enabled (for errors, alerts, and preview screens) Minimum screen resolution should be 1024 X 768. For netbooks try 1200 X 800 if you're

seeing things out of place in the application. To watch our help videos you will need to have the latest version of your Flash 10 player. A note about browser add-ons: in some cases browser add-ons can interfere with the

functionality of applications. If you're seeing the Chimp behave oddly, you may want to disable browser add-ons to see if the problem clears or try a browser without add-ons to see if things improve.

Anti-Spam Compliance and Requirements

All Auto-responder service companies are required to enforce spam laws, not just because it's a legal

obligation, and not just because it's the right thing to do. Spam negatively impacts deliverability rates,

and you want to make sure your emails reach your recipients. We have some very strict rules that

must be adhered to in all countries, but you may find that your country has additional requirements.

http://www.mozilla.com/en-US/firefox/personal.html

http://www.apple.com/safari/

http://www.microsoft.com/windows/internet-explorer/default.aspx

http://www.google.com/chrome

http://www.opera.com/


Step 1: Sign Up with an Auto responder or Email Service Provider (ESP)

Refer to the Comparison Sheet and decide which Email Service Provider you wish to sign up with. Sign up with an user name and password. Keep these in a safe place.

Step 2: Login to your Service Provider Enter Username Enter Password


This will take you to your dashboard

Step 3 - Create and Import your List

The very first thing you should do is setup a managed list.

Why do I need to do this first ?

This is because you can't really create and send an email campaign until you have a list to

send it to.

So that the service provider can ensure your list is reviewed for CAN-SPAM compliance

To ensure you have a good permission reminder in your email

To ensure you have your business contact information and unsubscribe link

How to do this?

Step 3 A: Creating a new list is super simple.

1. Go to the Lists area in your MailChimp account lists


2. Click on the "create list" button

3. If you're starting a new list, select "create list" from the options

choose create list for new lists


4. Fill out the set up details with your information or your client's information and your preferences

5. Click save and you have a new list on which you can add fields, groups, or move on to importing


Step 3 B : Import Your List

Brand New Lists

If you're just starting out and don't have any subscribers on your list, you'll probably want to get right

to designing your signup form and adding fields to your list so people can sign up. In that case skip

this step and go to step 4.

Integrations

If you have a list in SalesForce, Highrise, Freshbooks, BatchBook, Google Docs, Eventbrite,

SurveyGizmo, or a contact list in Google Contacts

we have a direct integration for you and you can skip the before import stuff.

1. Go to Lists. 2. Click on import. 3. Choose your integration and follow the instructions for your CRM.


Switching ESPs?

You can import a list that you've brought over from a different auto responder service provider.

Database Set Up and Import

Before Import

1. Alright, you've probably got your list in an Excel file, or a CRM that will let you export to an Excel file or spreadsheet program. You'll need to export them from your database and then turn them into tab delimited files, or a .csv file. For example:

example of a list set up in Excel 2. Arrange the columns in the order you'd like the fields to show in your MailChimp database

and signup forms. 3. Once you have your columns arranged in the order you prefer in Microsoft Excel, save the file

as a tab-delimited file or a .csv file.

Importing

1. If you don't have your list set up in your MailChimp account, you'll need to create a new list before you can import to it.

2. Once you have a list created, click "import" for the list you want to upload to.

http://www.mailchimp.com/kb/article/how-do-i-create-a-tab-delimited-file

http://kb.mailchimp.com/article/how-do-i-create-a-new-list


3. Select the import option you'd like. If you're not working with an integration choose "upload file" or "copy/paste from excel".

4. Choose the file you want to import (good for larger files), or use the copy/paste option (good for smaller files) and click "import list".


Mapping

Now that your list is importing in the background we'll work on matching the columns in your uploaded

list to your MailChimp database. So for every column in the file you uploaded, we'll create a field and

name it. Here you have the option of customizing the field names and types.

1. Use the dropdown menu above each column to set the field name and type for each column. 2. Click ok to move to the next field. Or delete if you don't want to use the field. 3. If you want to change a field name, click on "new column name" to rename the column and

set a new type. 4. Once you've named every field just click on the "all done" button to complete the import.

For Imported lists please see the following articles before importing a list into MailChimp http://kb.mailchimp.com/article/is-my-list-okay-to-use-in-mailchimp http://kb.mailchimp.com/article/what-is-required-to-meet-your-terms-of-use-and-the-can-spam-act/


Step 4: Create your Sign up Form Whenever you create a list in MailChimp, it automatically creates a new sign up form for you.

Here's what the basic form looks like when you first create a list.

Customize Your Form

Under Lists > forms you'll see a build it tab for adding fields and setting up your list and a design it tab

for customizing the style and colors on your form.

Sharing Your Forms

Each list you create gets its very own unique signup form with its own unique URL/link. You find this

link on the Lists > forms page.

get a link or code for your signup form

You should place that link or the embed code for your signup form on your website, in your email

signatures, on Facebook, or anywhere else you can find to get more people to sign up for your list.

Make it easy for people to get on your list.


To find your a code snippet to add a link to your signup form on your website:

1. Go to "Lists" 2. Under the list you want, click on the "forms" link 3. On the next page click on the "for your website" link 4. There you can get the signup form embed code (OPT-IN CODE) or a code snippet to add a

link to your

You can add that directly to your website if you know how to do this or send it to your designer or to John Maxwell Team for having them add it to your replicated website on the John Maxwell team site. Please go to www.mailchimp.com for more information and videos which show you step by step how to do this. I hope you found this information useful and that this will help you get a start on generating the opt-in code for your replicated site.

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