Mailchimp Access

Properly set up agency access to your client's Mailchimp Account

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SOP

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Send this SOP checklist directly to your client, or walk your client through how to give you Partner Access to their Mailchimp Account

  1. Log in to MailChimp using an account with either Owner or Admin priviliges
  2. Click your profile name and choose Account
  3. Click the Settings drop-down menu and choose Users
  4. Click Invite a User
  5. Input {ACCOUNT MANAGER'S EMAIL} in the Email address field and select Admin under User type
  6. Click Send Invite
  7. Click the Settings drop-down menu and choose Users
  8. Click Invite a User
  9. Input {ANALYST'S EMAIL} in the Email address field and select Manager under User type
  10. Click Send Invite

Additional Resource

Information on account level privileges is included at the bottom of the page