QuickBooks HelpQuickBooksHelpIntuit

Create a Regular Email

by Intuit19 Updated 1 month ago

In Mailchimp, a regular email is one that you send to many subscribed contacts at once.

This article covers:

  • How to complete the email checklist, which includes adding recipients, the From name, and a subject line
  • What resources to use for email design
  • How to use Write with AI
  • How to configure your email’s settings and tracking

Access the email checklist

  1. From the homepage, click Create.
  2. Click the Email drop-down and choose Regular.
  3. In the Internal email name field, enter an internal name. This is optional, but it’s recommended especially if you plan to use Marketing API.
  4. Click Begin.
  5. The How do you want to design your email? popup gives you multiple email template options. For now, click the X icon to go directly to the email checklist.

To create a regular email on your mobile device, check out Create an Email on iOS or Create an Email on Android.

Complete the email checklist

Use our email checklist to work on different parts of your regular email in the order you want. Before you send your regular email, review everything together.

The email checklist includes 4 tasks that you must complete before you send a regular email.

  • Add your recipients in the To section.
  • Add your From name and From email address in the From section.
  • Add your subject line and optional preview text in the Subject section.
  • Design your email in the Content section.

As you complete each required task, a checkmark appears next to the corresponding section in the email checklist.

You may want to share your regular email, add a social post, or review your settings and tracking options. These tasks aren't required, but they’re available on the same page as the email checklist.

Add recipients

  1. From the email checklist, click the To section.
  2. Click the Audience drop-down and choose the audience you want to send to.
  3. In the Send to drop-down, All email subscribers is selected by default. If you want to send your regular email to specific subscribed email contacts, click the Send to drop-down and choose Target segment or Pasted emails. You can also search for existing tags or segments in your audience.
  4. If you want to personalize your regular email, check the Personalize the "Send To" field box. This displays the recipient's name instead of their email address. Personalization may help you avoid spam filters. After you check the box, click the Merge tag drop-down and choose a merge tag. For example, if you choose |FNAME|, a recipient named Bob will see "To: Bob" instead of "To: bob@example.com." The default merge tags are |FNAME|, |LNAME|, or |FNAME| |LNAME|. To use an alternate merge tag, click Custom.
  5. Click Save.

Send to a new segment

To send an email to a custom segment within your audience, follow these steps.

  1. From the email checklist, click the To section.
  2. Click the Audience drop-down and choose the audience you want to send to.
  3. Click the Send to drop-down and choose Target segment.
  4. Use the segment builder to create your new segment.
  5. Click Review segment.
  6. When you're ready, click Use segment.
  7. Click Save.

To learn more about segments, check out Create and Send to a Segment or About the Advanced Segment Builder.

Exclude contacts

  1. From the email checklist, click the To section.
  2. Click the Audience drop-down and choose the audience you want to send to.
  3. Click the Do not send to drop-down and choose the segments or tags you’d like to exclude from your regular email. Choose a combination of up to 10 advanced segments, regular segments, or tags, or choose 1 legacy segment.

Add From name and From email address

  1. From the email checklist, click the From section.
  2. In the Name field, enter the name you want recipients to see when they receive your regular email.
  3. In the Email address field, enter the email address you want recipients to see when they receive your regular email. You may be asked to verify the domain and your email address.
  4. Click Save.

Add subject

  1. From the email checklist, click the Subject section.
  2. In the Subject field, enter a subject line for your regular email. This can be up to 150 characters. 60 characters or less is recommended.
  3. In the Preview Text field, enter the text you want to appear in a recipient’s inbox after the subject line. This can be up to 150 characters. This field is optional.
  4. Click Save.

Design email

Use Mailchimp’s new email builder or legacy email builder to design your regular email.

The new email builder is available to all customers. To learn how to design your regular email with the new email builder, check out Design an Email with the New Builder.

The legacy email builder is available to customers who created a Mailchimp account before June 2023. To learn how to design your regular email with the legacy email builder, check out Design an Email with the Classic Builder.

The new email builder is the default email builder. To switch email builders, check out Switch Your Default Email Builder.

For more information on Mailchimp’s email builders, check out Compare Mailchimp's Email Builders.

Write with AI

Write with AI creates custom subject lines and email copy for you. This feature uses Intuit Assist, an AI tool that generates on-brand content based on prompts you provide.

To learn more about Write with AI, check out Use Write with AI to Create Content.

Settings and tracking

After you create a regular email, we enable some tracking options. This includes open and click tracking, as well as e-commerce tracking if you have a connected online store. Edit your tracking options before you send your regular email.

  1. Find the Settings & Tracking section after the email checklist, then click Edit. Check the box next to each of the tracking option you want to turn on.
  2. Click Save.

To learn more about your regular email settings and tracking, check out these articles.

Use Click Tracking in Emails
Use Open Tracking in Emails
Set Up Your Mailchimp Inbox
Add Video to an Email

When you’re ready to send your regular email, check out Send a Regular Email.

Mailchimp

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.