Step-by-Step Guides

How to Set Up MailChimp

1. Create a MailChimp account

2. Import your email contacts into MailChimp 

3. Create your email campaign template:

   • Select Create

   • Select Regular Email

   • Select a template – we use the Basic – One Column free template

   • Add your logo at the top

   • Click on the text box, and copy and paste the monthly article into the text box. Include a bolded title at the top to grab attention

   • If you want to add pictures:

     • in the text edit section to the right of the screen, select the ‘add picture’ icon (a square with a little mountain)

     • Upload either your own pictures, or find stock photos to use. We use pexels.com, a free stock photo website

   • Choose where you want to insert a picture into the article and click your mouse there. Go back to the add picture icon, choose which picture you’d like in that spot, and double click it. It should insert into the article

   • Edit the width and height of the image by double clicking on it to get to the edit section. We set our width to 200 and check the “keep proportions” box for the height to be automatically adjusted 

   • Add as many / few pictures as you’d like.

   • Either leave the Bibliography as is; delete it; or we select it and change it to size 10 font.

4. Add more email sections if you’d like:

   • Save and Close the article section. A template section should appear on the right side of screen

   • Choose which one – we usually use Image + Text

   • Drag and drop either underneath or above the article section

   • Add an image of your clinic, and add the title “Clinic News”

   • Add some information below

   • Or, use this section for a special of the month, or to list your office hours…

5. Once you’re happy with the design of your email, click the teal Continue button in the top right corner of the screen

6. Choose the correct audience in the To section (you can have everyone in one audience, or send your email to specific audience sections)

7. In ‘Subject’, click “Edit Subject”

   • Add the provided subject line, found at the top of your monthly article document

   • Add the provided Preview Text, found at the top of your monthly article document

   • Change it or add more if you wish 

   • Click Save

8. Click “Send a Test Email” with the button found in the top right corner of the screen, underneath the big teal Send button – we highly recommend doing this to ensure formatting is correct and double check everything

9. Once you’re happy – click Send!

10. Congratulate yourself – you’ve completed your monthly marketing email

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Social Media

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1. Open the Social Media document included in your membership

2. At the top of the page you’ll find the link to the editable, downloadable Canva file – click this and it should open in a new internet tab

   • Add your logo in the top left hand corner:

i.Upload your logo into Canva

ii.Drag your logo to hover over the “Your Logo Goes Here” circle. It should ‘drop’ into the circle

• Either:

i.Edit the tiles to match your clinic colours, change the words, add different graphics and elements… up to you!

ii.Or download the tiles as is by clicking the Share button (top right of screen), selected Download, set as PNG and click download

3. Copy the social media post captions included in the document (don't worry, the emojis will copy over correctly. If they don't just delete and add your own!)

4. Open Instagram, Facebook etc, upload the tile with the matching caption (post 1 to tile 1 etc)

 

Our suggested use: post one tile and matching caption per week, and intersperse these with photos of your clinic, your staff, your activities… Or aesthetic / on brand stock photos.

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Want more hands on support?

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Book a 1 Hour Onboarding Session with Steph (Coming Soon)

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Check out our VIP Packages Here (Coming Soon)