Setting Up Mailchimp and Giving an Agency Access
With Mailchimp, you can easily keep in touch with your customers and contacts. Boasting a well-structured approach to marketing such as contact management practices, engaging campaigns, and data analysis capabilities – it's no wonder why more people are choosing Mailchimp for their business needs!
Plus, since it works through web browsers you do not need to download any software onto your computer. All you need to make sure is your cookies, pop-ups and JavaScript are enabled to ensure the best results when using Mailchimp.
Set up your account
Ready to get started with Mailchimp? All you need to do is enter your name and email address on the website and they will send you an activation email.
Once activated, log in to our website and the next steps are a breeze - input profile details such as your website URL and physical address and connect your social media accounts. In no time at all, everything will be connected seamlessly so that those emails start flowing!
Giving an Agency Access
Useful Information
As an agency, we have to send you a connection request before you can grant us access to your account.
An agency user, we will not count as a user seat on your Marketing plan.
When you grant us access to your account, we can give access to new agency users (such as members of our team) at the same user level or lower.
Granting Access
When an agency needs access to your Mailchimp account, they'll submit a request from their own account. This request will send an email to the address associated with the owner of your account.
To view and accept a request to connect accounts, follow these steps.
Go to your emails and open the request email from Mailchimp.
Click View Request.
Log in to the Mailchimp account you want the agency to access.
Choose a maximum level of access for the entire agency.*
*Keep in mind, this limits what we can do in your account. For example, a user with Manager level access can create and edit campaigns but can’t access billing information.
Click Grant Access.
That’s it! Mailchimp will notify us that access has been granted. The next stage is to think about adding your audience into the account to send your emails.
If you need help with setting up your Mailchimp account, please get in touch and we would be happy to guide you through, and with any other Mailchimp enquiries you have.
