How to Automate Mailchimp
- George Apostolov
How to Automate Mailchimp: step-by-step guide
On your dashboard, click 'Create'.
Name your automation.
Click 'Choose A Starting Point'
Choose the type of automation you want to create.
Check the 'Include imported contacts' and click 'Save Starting Point'.
To select your segment, click 'Filter who can enter' underneath your first trigger.
Then click 'Add filter' to create a new one.
Filter by 'Signup source'.
Once you choose your filtering option, select the parameters you want to use, and click 'Use segment'.
Select 'Add a journey point'.
Click 'Send email' at this stage—although you can also send an SMS, tag customers, send a survey, or create more complex rules.
Then select your schedule which days of the week you would like the first email to send, and whether you would like to send the email at specific times.
Click 'Save' to proceed.
Click 'Close'.
Once satisfied, click 'Send Test Emails'.
Quick answer: To automate your marketing, click Create on your dashboard, name the automation, choose a starting point, and include imported contacts. Next, filter contacts by signup source, add a journey point to send an email, select your schedule, save, and send test emails.
About this Mailchimp tutorial
Streamline your marketing workflows in Mailchimp by setting up automated journeys, filtering contacts, and scheduling emails. This guide shows how to automate Mailchimp in 15 steps, starting with "On your dashboard, click 'Create'" and finishing with "Once satisfied, click 'Send Test Emails'". The interactive demo above is a click-through copy of the real Mailchimp interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to automate Mailchimp?
15 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Mailchimp data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Mailchimp and Automation. Related guides: How to Cancel Mailchimp Subscription, How to Change Background Color in Mailchimp Templates and How to Change Footer in Mailchimp. Last reviewed 05 Oct 2026.
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