MailChimp Refresher Checklist

If you haven't used MailChimp in a few months, it’s important to review your lists and contact data before you start sending again. Some contacts may forget they signed up, or may have new preferences, which can sometimes cause critical compliance issues. Go over our checklist to be sure you can successfully send your next campaign and get the results you want.

In this article, you'll learn what to do before you send again.

What's New in MailChimp

In case you missed it, this year brought some big changes for the MailChimp application.

  • Learn about the newest tools and features we’ve added recently.
    Browse the features page to see all the powerful email marketing tools that are available to you.
  • Read our blog for MailChimp updates, user success stories, and email marketing tips.
    Visit the blog and scroll to the bottom of the page to sign up for automatic updates delivered to your email inbox.

Refresh Your Skills

After your list is clean and your account status is all clear, review these tips to target contacts with great content.

  • Manage engagement.
    Keep subscribed contacts engaged so they’ll be excited to hear from you.
  • Browse the Design Guide.
    Find plenty of ideas and inspiration to create beautiful new campaigns.
  • Preview and test your campaign, or try A/B Testing.
    What worked a few months ago may not be as effective now, so it’s important to run tests on your content.
  • Try our automation feature.
    Create an automated email or email series that sends after your contacts meet certain criteria. 
  • Check out MailChimp’s help content.
    Search our Knowledge Base for any tasks you need help with, or download our resource guides for printable recommendations on a variety of topics.

Review Your Account and Lists

As you prepare to send your campaigns, give yourself plenty of extra time to check your account status, clean up any stale lists, and update billing information. These steps will save you time and money, and help improve the performance of your campaigns.

Check Your List

  • Make sure your list isn’t stale.
    Subscribed contacts who haven't received a campaign in a while can pose a risk to your account standing, even if you've sent to them before. These contacts may forget that they signed up, which can lead to abuse complaints, unsubscribes, bounces, and possible compliance warnings in your account.

  • Reconfirm your lists.
    If you don't reconfirm your list, and a campaign results in high bounces or unsubscribes, you could face compliance warnings or holds on your account. It pays to be proactive and reconfirm any list that hasn’t received campaigns in a long time, because compliance actions on your account can stop you from sending and negatively impact your ROI.

  • Re-engage inactive subscribers.
    Inactive subscribed contacts don't hurt the health of your list, but a re-engagement campaign can help renew their interest and improve your ROI. If some people don't respond, decide whether to remove those inactive addresses to cut down on your subscribed contact count.

Update Billing Information

  • Verify your payment information, and resolve any outstanding payments.
    Pay with a credit card or Paypal.
  • Remove inactive subscribers from your list.
    Remove inactive subscribed contacts to decrease your subscriber count and potentially lower your monthly billing rate. Before you remove anyone, you may want to send a re-engagement campaign and only remove subscribed contacts who remain inactive.
  • Reactivate billing if you paused your account while you were away.

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