Account Transition Checklist

This feature requires Admin user level or higher.

If you’re the new person in charge of an existing MailChimp account, this checklist will help you have a smooth transition.

In this article, you’ll learn about the account and list updates you should make so you can work effectively with an existing MailChimp account.

Update Billing Contact and Transfer Ownership

To get started, it’s best to update the billing contact and make sure the right person has ownership of the account. The billing contact is important since they’ll receive invoices, which contain almost all the information required to claim ownership of an existing account.

  • Identify the account’s billing contact.
    To find out who your current billing contact is, go to the Contact information page and scroll to Billing info. You must be an account Admin or Owner to view this page. If you can’t see this information, ask the Account Owner or Admin to increase your access level.
  • Update the account’s billing contact.
    If you have Admin or Owner access in the account, you can update the billing contact on the Contact Information page.
  • Transfer account ownership.
    If you need to manage billing and account settings, it’s best to have an Admin or Owner transfer account ownership to your username.

Update Account and Contact Information

Here are a few other pieces of contact information in your account that you’ll want to check or update.

  • Update billing information.
    Check your billing information to update the billing address, and choose the billing method you want.
  • Update the user profile.
    If your login name, which we call your user profile, is associated with another person, you can update the user profile with your own information. You can edit the username, password, profile picture, or profile email address, which receives list import notifications and security notifications.
  • Choose the Primary Account Contact.
    Select the Primary Account email address that should receive important account updates about billing, review, compliance, activation, and account status.
  • Share account access.
    If you collaborate with others in MailChimp, grant them account access.

Update List and Company Information

List and company information appear in your campaigns, and in your signup forms and response emails. Review these items to make sure your information is up-to-date.

  • Update list defaults.
    Review and update the default settings for each list, including the From name and From email address that appear in your campaigns, and the list name, which appears on signup forms and campaigns.
  • Check your list website.
    Review and update the list website, which appears on your form and response emails to remind subscribers where they signed up for your list.
  • Update footer information.
    Review the required footer content that displays at the bottom of any campaign you send to your list, like the list name, list mailing address, and permission reminder.
  • Check the status of your list.
    Read our Refresher Checklist if it’s been six months or more since a campaign was sent to your list.
  • Brush up on your MailChimp skills.
    If you haven’t used MailChimp before, or if you’re accustomed to another email service provider, read MailChimp Fundamentals to quickly learn the basics of managing and sending to a MailChimp list.

Final Review

It’s a good idea to double-check that all your account information looks correct after you make updates. To see all your information in one place and review it, follow these steps.

  1. Click your profile name, and choose Account.
    The account tab.
  2. Click the Settings drop-down menu, and choose Contact information.
    The account contact tab.
  3. If any information on the Contact information page looks incorrect or out of date, edit it.
    Screen of primary account contact information.

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