Intermediate
How to customize automation workflows on Mailchimp
Quick Answer
Customize Mailchimp automation workflows by accessing the Automations section, selecting a workflow type, and configuring triggers, delays, and email content. You can add multiple emails, set conditions, and personalize messages based on subscriber behavior.
Prerequisites
- Active Mailchimp account with automation features
- At least one audience list set up
- Basic understanding of email marketing concepts
- Admin or manager permissions on your Mailchimp account
1
Access the Automations Dashboard
Log into your Mailchimp account and navigate to Automations from the main menu. Click Create to start a new workflow or select an existing automation from your list to edit. Choose from pre-built workflows like Welcome Series, Abandoned Cart, or Customer Journey, or select Custom to build from scratch.
Tip
Start with pre-built workflows if you're new to automation - they provide proven templates you can customize.
2
Configure Workflow Triggers
Set up your workflow trigger by clicking Edit Trigger. Choose from options like When someone subscribes, API, Date-based, or Specific dates. For subscriber-based triggers, select your target audience and add any additional conditions such as Group membership or Tag requirements. Click Save to confirm your trigger settings.
Tip
Use specific tags or groups in your triggers to create more targeted automation workflows.
3
Design Your Email Content
Click on the first email box in your workflow and select Design Email. Choose a template or start with Layouts and Themes. Customize your email using the drag-and-drop editor, adding Text blocks, Images, and Buttons. Use merge tags like
*|FNAME|* for personalization and Smart Recommendations for product suggestions if applicable.Tip
Preview your emails across different devices using the preview options before saving.
4
Add Delays and Timing
Between emails, click the + icon and select Delay. Set the time interval using Days, Hours, or Minutes. Choose Immediately for instant delivery or Send Time Optimization to deliver when subscribers are most likely to engage. For specific timing, select Send on a specific day and configure your preferred delivery schedule.
Tip
Use A/B testing to find the optimal delay timing between emails for your audience.
5
Implement Conditional Logic
Add branches to your workflow by clicking + and selecting Conditional. Set up conditions based on Email Activity (opened, clicked), E-commerce Activity (purchased, abandoned cart), or Contact Information (tags, groups, location). Create different paths with the Yes/No branches and add appropriate follow-up emails for each scenario.
Tip
Keep conditional branches simple - complex logic can make workflows difficult to manage and troubleshoot.
6
Set Goals and Tracking
Configure workflow goals by clicking Settings and then Goal. Choose from Opens a campaign, Clicks a link, Makes a purchase, or Subscribes to a list. Set up Google Analytics tracking and E-commerce tracking if applicable. Enable Conversation tracking to monitor which emails generate the most engagement and revenue.
Tip
Set realistic, measurable goals that align with your overall marketing objectives.
7
Test and Review Workflow
Before activating, use the Preview and Test feature to send test emails to yourself. Review the entire workflow using the Workflow Overview to check timing, content, and logic flow. Verify all links work correctly and merge tags display properly. Check the Workflow Settings to ensure the correct audience and sending information is selected.
Tip
Create a test contact with different attributes to verify how your conditional logic performs.
8
Activate and Monitor Performance
When ready, click Start Sending to activate your workflow. Monitor performance through the Reports tab, reviewing metrics like Open rates, Click rates, and Conversion rates. Use the Journey Map to see how contacts move through your workflow. Make adjustments by pausing the workflow, editing content, and restarting as needed.
Tip
Review workflow performance regularly and optimize based on subscriber behavior and engagement patterns.
Troubleshooting
Emails not sending from automation workflow
Check that your workflow is Started and not paused. Verify your trigger conditions are met and that contacts haven't already completed the workflow. Review your Sending settings and ensure your account has sufficient email credits.
Merge tags not displaying correctly in emails
Ensure merge tags use the correct syntax like
*|FNAME|* and that the corresponding fields exist in your audience. Test with contacts that have the required data populated. Use Preview and Test to verify merge tag functionality before going live.Contacts stuck in workflow or not progressing
Check for Delay settings that might be too long or conditional logic that creates dead ends. Review the Journey Map to identify bottlenecks. Ensure contacts meet the criteria for each workflow step and haven't been manually paused.
Automation performance metrics showing low engagement
Review your Subject lines and Send times for optimization opportunities. Check if your audience segmentation is too broad or narrow. Test different Email content and Call-to-action buttons. Consider adjusting delay timing between emails to avoid overwhelming subscribers.
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