Transitioning from an older service to your new platform can feel daunting, especially when you have spent time and effort building content, such as email templates. So, if you have Mailchimp templates you want to use in your new CRM, follow these steps to achieve it!
Log in to Mailchimp #
Start by visiting the Mailchimp website and logging in with your credentials to reach the dashboard.
Accessing Templates in Mailchimp #
Once logged in, look at the left-side navigation panel and find Templates. Click it to access your saved email templates. Don’t see a design? You can create a new one here.
For Campaign Templates #
In Mailchimp, go to Campaigns > All Campaigns. Find the campaign with the template you want, click Edit, then select View Email to open it. Copy the web address (URL) from your browser’s address bar.
Adding the Mailchimp Email Template To Your CRM #
In your CRM, navigate to the Emails tab inside the Marketing Section and switch to templates.
Click “+ New” then select Import Email.
Import Email Template #
Once the new pop-up window shows up, click on the Import from dropdown and choose Mailchimp. Next, input the URL gotten from your Mailchimp account, select how you want to open the template once imported, and click Create Template to proceed.
NOTE: The template you import will likely be in a format called Code Editor or HTML. You may need to make some adjustments to fit it into your new email campaign or email marketing platform properly.
Before finalizing anything, take a moment to look at how the Mailchimp template appears in your new email campaign. This way, you can make sure it looks the way you want it to.
Importing an Email Template from Active Campaign or Kajabi #
Lastly, if you ever want to import templates from a different email marketing service like Active Campaign or Kajabi, keep in mind that the steps may be different.
To get started, click on Import Email, when the new window that pops up choose the email marketing service from which you want to import an email template.
NOTE: Always make sure you have the right permissions and rights to use templates from other sources to avoid any legal issues.
By following these steps, you can easily integrate your Mailchimp templates into a new email platform and keep your branding consistent across campaigns. Experiment with these imports, and adjust your template’s design for the best fit.
Frequently Asked Questions #
Do we need emails like Drag and Drop with Import for Mailchimp? #
This is our experiment to encourage users to use and share feedback with us.
What will be the title of the Email Template? #
The user will be required to add the template name after clicking “create template”.
How do I get the template URL from Mailchimp? #
Go to Campaigns > All Campaigns, find the campaign, click Edit, select View Email, and copy the URL from your browser’s address bar.
Where do I paste the URL in the CRM? #
In Marketing > Emails > Templates, click “+ New” > Import Email, choose Mailchimp from the Import from dropdown, and enter the URL.
What format will my imported template be in? #
It will most likely be in Code Editor (HTML) format, so you may need to make some adjustments for proper fit.
Should I review the template before finalizing? #
Yes. Preview how the Mailchimp template appears in your new campaign so you can confirm it looks the way you want before finalizing.
