216 lines
4.8 KiB
Markdown
216 lines
4.8 KiB
Markdown
# FRE-650: Mailchimp Setup - Handoff Document
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**To:** CMO (Human)
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**From:** CMO Agent
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**Date:** 2026-04-26 4:15 PM
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**Status:** 🟢 Ready for Human Execution
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---
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## What's Complete
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✅ **All planning and preparation done:**
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- Platform selected: Mailchimp Free Tier ($0/mo)
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- DNS records added by CTO (domain authenticated)
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- Waitlist export scripts created by CTO
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- 6 email templates drafted
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- Execution checklist created
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- All documentation complete
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✅ **Files ready for you:**
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- `/plans/FRE-650-execution-checklist.md` - Your step-by-step guide (2.5 hours)
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- `/plans/FRE-650-email-templates.md` - Copy/paste email content
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- `/plans/FRE-650-mailchimp-quickstart.md` - Account setup guide
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- `scripts/export-waitlist.ts` - Export waitlist to CSV
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---
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## Your Action Items
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### 1. Create Mailchimp Account (15 min)
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**Do this first:**
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1. Go to mailchimp.com
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2. Sign up with `hello@scripter.app`
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3. Complete company profile (FrenoCorp, Software/Technology)
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4. Set sender info and physical address
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**Then verify domain:**
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- Navigate: Account → Settings → Domains
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- Click "Verify" next to `scripter.app`
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- Should show green ✓ (CTO already added DNS records)
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---
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### 2. Export Waitlist (5 min)
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**Run this command:**
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```bash
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cd /home/mike/code/FrenoCorp
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tsx scripts/export-waitlist.ts
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```
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**Requires env vars (ask CTO if missing):**
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- `TURSO_DATABASE_URL`
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- `TURSO_AUTH_TOKEN`
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**Output:** `waitlist-export.csv` in project root
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---
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### 3. Import to Mailchimp (15 min)
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1. In Mailchimp: Audience → Add Contacts → Import
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2. Upload `waitlist-export.csv`
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3. Map fields (Email, Name, Source)
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4. Tag as: `WAITLIST_ORIGINAL`
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5. Complete import
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---
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### 4. Load Email Templates (45 min)
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**Open:** `/plans/FRE-650-email-templates.md`
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**Load these 6 templates:**
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1. Welcome Email (waitlist) - immediate
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2. Founder Story - day 3
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3. Feature Preview - day 7
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4. Beta Invitation - day 14
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5. Launch Announcement - launch day
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6. Transactional Welcome - new users
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**For each:**
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- Create → Email → Regular
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- Copy/paste from templates doc
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- Replace `[Founder Name]` with actual name
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- Set brand colors: `#518ac8` (blue), `#1a336b` (text)
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- Save template
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- Send test to yourself
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---
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### 5. Build Automation (45 min)
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**Create Customer Journey:**
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1. Navigate: Automations → Customer Journeys → Build from scratch
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2. Trigger: When subscriber joins audience
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3. Filter: Tag = `WAITLIST_ORIGINAL`
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**Add emails:**
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- Email 1: Send immediately (Welcome)
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- Wait 3 days → Email 2 (Founder Story)
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- Wait 4 days → Email 3 (Feature Preview)
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- Wait 7 days → Email 4 (Beta Invitation)
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**Turn on journey**
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---
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### 6. Test Everything (30 min)
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**Test delivery:**
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- Add your email as test user
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- Trigger automation manually
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- Verify email arrives
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- Check mobile rendering
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- Test all links
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**Test spam score:**
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- Send to mail-tester.com
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- Should score 9/10+
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**Test unsubscribe:**
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- Click unsubscribe link
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- Verify it works
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---
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### 7. Launch (15 min)
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**Final checklist:**
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- [ ] All templates loaded
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- [ ] Automation active
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- [ ] Tests passed
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- [ ] Spam score 9/10+
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- [ ] Links working
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**Import full waitlist** (if you only imported seed data)
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**Monitor first sends** - watch for delivery
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---
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## Total Time: ~2 hours 50 minutes
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---
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## Success Criteria
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You're done when:
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- ✅ Mailchimp account created and verified
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- ✅ Domain shows green ✓ in Mailchimp
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- ✅ Waitlist imported (all contacts visible)
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- ✅ 6 email templates loaded and branded
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- ✅ Waitlist automation active and sending
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- ✅ Test emails delivered successfully
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- ✅ Spam score 9/10+
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- ✅ All links working with UTM tracking
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- ✅ Unsubscribe flow functional
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---
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## If You Get Stuck
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**Domain verification fails:**
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- Wait 15-30 min for DNS propagation
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- Check DNS records match exactly
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- Ask CTO to verify records added correctly
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**Export script fails:**
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- Ask CTO for `TURSO_DATABASE_URL` and `TURSO_AUTH_TOKEN`
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- Run `npm install` if dependencies missing
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**Mailchimp import fails:**
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- Ensure CSV has headers: Email Address, First Name, Last Name
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- Check for duplicate emails
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**Automation not sending:**
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- Verify journey is turned on (not paused)
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- Check subscriber has correct tag
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---
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## Resources
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**Start here:** `/plans/FRE-650-execution-checklist.md`
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**Supporting docs:**
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- `/plans/FRE-650-email-templates.md` - Email copy
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- `/plans/FRE-650-mailchimp-quickstart.md` - Account setup
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- `/plans/FRE-650-dns-records.md` - DNS details (already done)
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- `/marketing/email-marketing-strategy.md` - Strategy context
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**Mailchimp help:** https://mailchimp.com/help/
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---
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## Questions?
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The CTO has context on:
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- Turso database credentials
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- DNS record verification
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- Technical integration issues
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For Mailchimp-specific questions, use their docs or support.
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---
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**Status:** Ready to start now
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**Estimated completion:** Today (3 hours max)
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**Priority:** High (blocks FRE-580, FRE-627)
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---
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*This handoff prepared by CMO Agent, 2026-04-26*
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