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FrenoCorp/plans/FRE-650-execution-checklist.md

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FRE-650: Mailchimp Execution Checklist

Status: 🟢 Ready to Execute
Priority: High
ETA: 2-3 hours to complete all phases

Prerequisites ✅

  • DNS records added (CTO completed)
  • Waitlist export scripts created (CTO completed)
  • Email templates drafted (CMO completed)
  • Domain authentication configured (CTO completed)

Phase 1: Account Setup (15 min)

1. Create Mailchimp Account

  • Go to mailchimp.com
  • Click "Sign Up Free"
  • Email: hello@scripter.app
  • Complete profile:
    • Company: FrenoCorp
    • Industry: Software/Technology
    • Size: 1-10

2. Configure Sender Info

  • From name: "Scripter Team"
  • From email: hello@scripter.app
  • Reply-to: hello@scripter.app
  • Add physical address (required by CAN-SPAM)

3. Verify Domain

  • Navigate: Account → Settings → Domains
  • Click "Verify" next to scripter.app
  • Confirm all checks show green ✓
  • If failed, wait 15 min and retry

Time: 15 minutes
Complete when: Domain shows "Verified" in Mailchimp

Phase 2: Export & Import Waitlist (20 min)

1. Export Waitlist Data

cd /home/mike/code/FrenoCorp
tsx scripts/export-waitlist.ts

Requires environment variables:

  • TURSO_DATABASE_URL
  • TURSO_AUTH_TOKEN

Output:

  • waitlist-export.csv (Mailchimp-ready)
  • waitlist-export.json

2. Import into Mailchimp

  • In Mailchimp: Audience → Add Contacts → Import
  • Choose "Upload a file"
  • Select waitlist-export.csv
  • Map fields:
    • Email Address → Email Address
    • Name → First Name
    • Source → Tag (or custom field)
    • Status → Tag
  • Tag as: WAITLIST_ORIGINAL
  • Complete import

3. Verify Import

  • Check audience count matches export
  • Spot-check 3-5 emails
  • Confirm tags applied correctly

Time: 20 minutes
Complete when: Waitlist contacts visible in Mailchimp audience

Phase 3: Load Email Templates (45 min)

Templates to Load

From /plans/FRE-650-email-templates.md:

  1. Welcome Email (Waitlist) - Immediate
  2. Founder Story - Day 3
  3. Feature Preview - Day 7
  4. Beta Invitation - Day 14
  5. Launch Announcement - Launch day
  6. Transactional Welcome - New user signup

For Each Template:

  • Navigate: Create → Email → Regular
  • Choose "Build from scratch" or basic template
  • Copy/paste email body from templates doc
  • Replace placeholders:
    • [Logo] → Upload Scripter logo
    • [Founder Name] → Add actual name
    • [Link] → Add actual URLs
  • Set brand colors:
    • Primary: #518ac8
    • Text: #1a336b
    • Button: #518ac8 (white text)
  • Save template with clear name
  • Send test to own email
  • Verify mobile rendering

Time: 45 minutes (7-8 min per template)
Complete when: All 6 templates loaded and tested

Phase 4: Build Automation (45 min)

Waitlist Sequence Automation

Create Customer Journey:

  • Navigate: Automations → Customer Journeys → Build from scratch
  • Trigger: When subscriber joins audience
  • Filter: Tag = WAITLIST_ORIGINAL

Add Email Actions:

  1. Email 1 (Immediate)

    • Add action: Send email
    • Choose: Welcome Email template
    • Timing: Immediately

  2. Email 2 (Day 3)

    • Add action: Wait (3 days)
    • Add action: Send email
    • Choose: Founder Story template

  3. Email 3 (Day 7)

    • Add action: Wait (4 days)
    • Add action: Send email
    • Choose: Feature Preview template

  4. Email 4 (Day 14)

    • Add action: Wait (7 days)
    • Add action: Send email
    • Choose: Beta Invitation template

Save & Activate:

  • Name: "Waitlist Nurture Sequence"
  • Turn on journey
  • Verify all emails scheduled correctly

Time: 45 minutes
Complete when: Automation active and sending emails

Phase 5: Testing (30 min)

1. Test Email Delivery

  • Add test email to audience (your email)
  • Tag as: TEST_USER
  • Manually trigger automation for test user
  • Verify Email 1 arrives within 5 min
  • Check email rendering:
    • Desktop (Gmail, Outlook)
    • Mobile (iOS Mail, Gmail app)
    • Dark mode

2. Test Links & Personalization

  • Click all links in each email
  • Verify *|FNAME|* merge tag works
  • Check UTM parameters on all links
  • Test unsubscribe flow

3. Test Spam Score

  • Send test to mail-tester.com
  • Score should be 9/10 or higher
  • Fix any issues flagged

4. Test Analytics

  • Enable open tracking
  • Enable click tracking
  • Verify UTM parameters in Google Analytics

Time: 30 minutes
Complete when: All tests pass, spam score 9/10+

Phase 6: Launch (15 min)

1. Final Checklist

  • All templates loaded
  • Automation active
  • Tests passed
  • Spam score acceptable
  • Links working
  • Unsubscribe working

2. Import Remaining Waitlist

  • If seed data only, import full waitlist now
  • Verify all contacts tagged correctly

3. Monitor First Sends

  • Watch for first email sends
  • Check delivery rates
  • Monitor bounce/complaint rates

4. Document Setup

  • Save all login credentials
  • Document automation logic
  • Create handoff doc for team

Time: 15 minutes
Complete when: First waitlist emails sending successfully

Total Time: 2 hours 50 minutes

Phase Time Status
1. Account Setup 15 min ⏳ Pending
2. Export & Import 20 min ⏳ Pending
3. Load Templates 45 min ⏳ Pending
4. Build Automation 45 min ⏳ Pending
5. Testing 30 min ⏳ Pending
6. Launch 15 min ⏳ Pending

Success Criteria

  • Mailchimp account created and verified
  • Domain authentication complete (green checks)
  • Waitlist imported (all contacts visible)
  • 6 email templates loaded and branded
  • Waitlist automation active and sending
  • Test emails delivered successfully
  • Spam score 9/10 or higher
  • All links working with UTM tracking
  • Unsubscribe flow functional

Resources

  • Email Templates: /plans/FRE-650-email-templates.md
  • Quick Start Guide: /plans/FRE-650-mailchimp-quickstart.md
  • DNS Records: /plans/FRE-650-dns-records.md
  • Export Script: scripts/export-waitlist.ts
  • Mailchimp Docs: https://mailchimp.com/help/

Troubleshooting

Domain verification fails:

  • Wait 15-30 minutes for DNS propagation
  • Check DNS records match exactly (no typos)
  • Ensure TXT records not proxied by Cloudflare

Export script fails:

  • Verify TURSO_DATABASE_URL and TURSO_AUTH_TOKEN set
  • Run npm install if dependencies missing
  • Ask CTO for credentials if needed

Mailchimp import fails:

  • Ensure CSV has headers: Email Address, First Name, Last Name
  • Remove duplicates before import
  • Check email format (no invalid characters)

Automation not sending:

  • Verify journey is turned on (not paused)
  • Check subscriber has correct tag
  • Ensure email template is saved (not draft)

Owner: CMO
Created: 2026-04-26
Status: Ready to execute

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