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Mailchimp - Email Campaigns & Marketing Automation | Klero Resources

A practical guide to Mailchimp: audiences, campaigns, automation, and when to use it for email and product marketing.

Mailchimp

Mailchimp is a marketing platform built around email: audiences, campaigns, automation, and simple landing pages. You manage contacts, send one-off and automated emails, and see opens, clicks, and basic behavior. This guide covers what matters for product and marketing teams: audiences, campaigns, and automation.

Get Started with Mailchimp

Why mailchimp fits product and marketing work

  • Audience in one place - Contacts, segments, and tags in a single list (or multiple audiences). Use segments for targeting and automation so the right message reaches the right people.
  • Campaigns and automation - One-off campaigns (newsletter, promo) and automated flows (welcome, abandon cart, re-engagement). Use campaigns for broadcasts; use automation for behavior-based sequences.
  • Free tier that’s usable - Limited contacts and sends, but enough to start. Paid tiers add more contacts, automation, and advanced features.
  • Landing pages and signup forms - Simple landing pages and embedded forms to grow the list. Good for lead magnets and event signups.
  • Core concepts that matter

    Audiences and contacts

    Audiences are your contact lists. Contacts have email, optional fields (name, company, etc.), and tags or groups for segmenting. Use one primary audience until you have a clear reason to split (e.g. B2B vs B2C). Keep fields and tags consistent so automation and reporting work.

    Campaigns

    Campaigns are one-off sends: choose audience or segment, design (drag-and-drop or simple template), schedule or send. Use for newsletters, announcements, and promos. A/B test subject lines or content when you have enough volume to learn.

    Automation

    Automation runs when conditions are met: e.g. “when someone joins audience X, send welcome series” or “when someone tags Y, add to flow Z.” Use welcome series, post-purchase, and re-engagement flows. Keep flows short (3–7 emails) and one goal per flow.

    Forms and landing pages

    Signup forms and landing pages capture emails and (optionally) other fields. Connect them to an audience and, if you use it, to tags or automation triggers. Use for lead magnets, webinars, and product signups.

    How to Set Up a Mailchimp Account

    Practical habits

  • Segment by behavior when you can - “Opened last campaign,” “purchased in last 30 days,” “signed up but never opened.” Use segments for automation and campaigns so messaging fits the stage.
  • Name campaigns and flows clearly - e.g. “Welcome series – v1,” “Re-engagement – inactive 30 days.” Makes reporting and iteration easier.
  • One primary welcome flow - New signups get one consistent welcome. Add branching later if you have different segments (e.g. free vs paid).
  • Review deliverability - Clean bounces and unsubscribes; avoid spammy subject lines and too many links. Warm up new domains if you send a lot.
  • When mailchimp isn’t the fit

  • Heavy product analytics and in-app messaging - Mailchimp is email-first. For in-app messaging, tours, or deep behavioral triggers, use Intercom, Userpilot, or similar.
  • Transactional email - Password reset, receipts, etc. belong in SendGrid, Postmark, or your app’s SMTP. Use Mailchimp for marketing and nurture.
  • Advanced CRM and pipeline - For deal stages, lead scoring, and sales pipeline, use HubSpot, Salesforce, or a dedicated CRM. Use Mailchimp for top-of-funnel and nurture.
  • Pricing (high level)

    Free - Limited contacts and monthly sends. Essentials and above add more contacts, automation, and features. Check Mailchimp pricing for current tiers.

    For product and marketing teams that need email campaigns, signup forms, and simple automation, Mailchimp is a solid default. Start with one audience and one welcome flow; add segments and flows as you grow.

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