How To Set Up Triggers In Mailchimp

How To Articles

Creating triggers in Mailchimp can be an effective method for automating your email marketing strategies and sending personalized messages to your audience. This tutorial will walk you through the steps of setting up triggers in Mailchimp, and also provide some helpful tips and insights.

What are triggers?

Triggers in Mailchimp are predefined actions that can be set to automatically send an email to a subscriber when a specific event occurs. These events can include actions like subscribing to a list, making a purchase, or abandoning a shopping cart. By using triggers, you can send timely and relevant emails to your subscribers based on their behavior, increasing engagement and conversion rates.

Step 1: Create a campaign

The first step in setting up triggers in Mailchimp is to create a new campaign. This can be done by navigating to the Campaigns tab and clicking on the “Create Campaign” button. Choose the type of campaign that suits your needs, such as a regular campaign or an automated campaign.

Step 2: Set up trigger criteria

Once you have created your campaign, you will need to set up the trigger criteria. This involves defining the specific event or action that will trigger the email. For example, if you want to send a welcome email to new subscribers, you can set the trigger criteria to be when someone subscribes to your list.

Mailchimp offers a variety of trigger options to choose from, including signup, purchase, and engagement triggers. You can select the trigger that best fits your campaign goals and target audience.

Step 3: Design your email

After setting up the trigger criteria, you will need to design the email that will be sent to your subscribers. This is where you can get creative and add your personal touches to make the email more engaging and personalized.

Mailchimp provides a drag-and-drop email builder that allows you to easily customize the design of your email. You can add images, text, buttons, and other elements to create a visually appealing and informative email.

Step 4: Test and preview

Before activating your trigger, it is important to test and preview your email to ensure that everything looks and functions as intended. Mailchimp allows you to send test emails to yourself or colleagues, or preview the email in different email clients to see how it will appear to your subscribers.

Step 5: Activate the trigger

Once you are satisfied with the design and functionality of your email, it’s time to activate the trigger. This will start the automation process and your email will be sent automatically to subscribers who meet the trigger criteria.

It’s important to monitor the performance of your triggers and make adjustments if necessary. Analyze the open rates, click-through rates, and conversion rates of your triggered emails to determine their effectiveness and make data-driven decisions to optimize your campaigns.


Setting up triggers in Mailchimp can be a powerful tool for automating your email marketing campaigns and delivering targeted messages to your subscribers. By following the steps outlined in this article, you can create and activate triggers that will help you engage your audience and drive conversions.