154 lines
3.8 KiB
Markdown
154 lines
3.8 KiB
Markdown
# Mailchimp Account Setup Checklist - FRE-650
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**Quick Start Guide** - Complete in 30 minutes
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---
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## Step 1: Create Account (5 min)
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- [ ] Go to **mailchimp.com**
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- [ ] Click "Sign Up Free"
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- [ ] Enter email: `hello@scripter.app` (or founder email)
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- [ ] Create username and password
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- [ ] Verify email address (check inbox)
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---
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## Step 2: Complete Profile (5 min)
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**Company Information:**
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- [ ] Company name: `FrenoCorp`
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- [ ] Company size: `1-10`
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- [ ] Industry: `Software/Technology`
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**Sender Information:**
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- [ ] From name: `Scripter Team`
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- [ ] From email: `hello@scripter.app`
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- [ ] Reply-to: `hello@scripter.app`
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- [ ] Physical address: [Company address or registered agent]
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**Note:** Physical address is required by CAN-SPAM law. Can use:
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- Home address (if comfortable)
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- Registered agent address
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- PO Box
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---
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## Step 3: Add Domain for Authentication (10 min)
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- [ ] In Mailchimp: Click account name → **Settings** → **Domains**
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- [ ] Click **"Add Domain"**
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- [ ] Enter: `scripter.app`
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- [ ] Follow prompts to add DNS records
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**DNS Records to Add** (in your domain registrar):
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1. **SPF Record:**
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```
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Type: TXT
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Name: @
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Value: v=spf1 include:spf.mailchimp.com ~all
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```
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2. **DKIM Record:** (Mailchimp will provide unique key)
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```
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Type: TXT
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Name: k1._domainkey
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Value: v=DKIM1; k=rsa; p=[MAILCHIMP-PROVIDED-KEY]
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```
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3. **DMARC Record:** (recommended)
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```
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Type: TXT
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Name: _dmarc
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Value: v=DMARC1; p=quarantine; rua=mailto:dmarc@scripter.app
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```
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**Full DNS instructions:** `/plans/FRE-650-dns-records.md`
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---
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## Step 4: Verify Domain (5 min)
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- [ ] Wait 15-30 minutes for DNS propagation
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- [ ] In Mailchimp → Settings → Domains, click **"Verify"**
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- [ ] Confirm all checks show green ✓
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- [ ] If failed, wait longer and retry (can take up to 48 hours)
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---
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## Step 5: Create First Audience (5 min)
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- [ ] Click **Audience** → **Audience dashboard**
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- [ ] Click **"Add Contacts"** → **"Import contacts"**
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- [ ] Choose CSV upload
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- [ ] Upload waitlist export (if available)
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- [ ] Map fields:
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- Email Address → Email Address
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- First Name → First Name
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- Last Name → Last Name
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- Signup Date → Signup Date (if available)
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- [ ] Tag as: `WAITLIST_ORIGINAL`
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- [ ] Complete import
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**If no waitlist yet:**
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- [ ] Create manual segment for testing
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- [ ] Add 5-10 test emails (team members)
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---
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## Step 6: Send Test Email (5 min)
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- [ ] Click **Create** → **Email** → **Regular**
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- [ ] Choose simple template (start with "Basic")
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- [ ] Subject: `Test from Scripter team`
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- [ ] Body: `Testing email setup!`
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- [ ] To: Send to yourself first
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- [ ] Click **Send**
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- [ ] Check inbox - verify it arrived (not spam)
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---
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## Done! Next Steps
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After completing this checklist:
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1. **Build email templates** (see `/marketing/email-marketing-strategy.md`)
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2. **Create email sequences** (waitlist, onboarding, etc.)
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3. **Set up UTM tracking** for analytics
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4. **Test with seed data** before launching campaigns
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---
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## Resources
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- **Main Plan:** `/plans/FRE-650-email-platform-setup.md`
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- **DNS Records:** `/plans/FRE-650-dns-records.md`
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- **Email Strategy:** `/marketing/email-marketing-strategy.md`
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- **Mailchimp Docs:** https://mailchimp.com/help/
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---
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## Troubleshooting
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**Email went to spam:**
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- Verify DNS records are correct
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- Wait 24-48 hours for domain reputation to build
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- Avoid spam trigger words ("free", "guarantee", etc.)
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**DNS verification failed:**
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- Double-check record values (no typos)
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- Ensure TXT records are not proxied by Cloudflare (grey cloud, not orange)
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- Wait longer - DNS can take 48 hours (usually 15-30 min)
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**Can't import contacts:**
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- Ensure CSV has headers: Email Address, First Name, Last Name
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- Remove duplicates before import
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- Start with small test batch (10 contacts)
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---
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**Time Estimate:** 30 minutes
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**Prerequisites:** Domain admin access, waitlist CSV (optional)
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**Owner:** CMO
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