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How to create a SOLUS EDM in Mailchimp
If a client has purchased a SOLUS EDM, the below instructions tell you how to create one. Make sure only 1 is sent per week.
Before you start
Check Hubspot Forms for the approved client copy, images, correct URLs for every button/image, confirmed send date and time.
1. Duplicate a recent SOLUS EDM
Go to Campaigns in Mailchimp.
Find a recent SOLUS EDM with the correct Glam Adelaide layout.
Click the three dots on the right, then choose Replicate.
Rename the copy to the new client/campaign so it is easy to find.
2. Check the basic campaign details
To: leave the Glam Adelaide Mailing List selected.
From: leave Glam Adelaide / hello@glamadelaide.com.au as is.
Open Subject and replace the old subject line.
Replace the Preview text too - this is the short line people see next to/under the subject in their inbox.
Click Save.
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TIP: Double-check that no old client name or old preview text remains. SOLUS subject lines will usually begin with “SPONSORED:”. |
3. Open the email design
Scroll to Content.
Click Edit design.
You are now editing the existing SOLUS layout. Keep the Glam header/footer and simply replace the client content.
4. Replace every image
Click the image you want to change.
Click Replace, then upload the new image or choose it from the library.
Check the Image link in the left panel and replace it with the correct client URL if the image should be clickable.
Add simple Alt text describing the image.
Repeat for every image in the email.
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TIP: Do a slow scroll from top to bottom when finished so you do not accidentally leave one old image behind. |
5. Update the copy and buttons
Click into each text block and replace the old copy with the approved client copy.
Keep the existing formatting unless there is a reason to change it.
Click each button and update the button wording if needed.
Click Edit link (or use the URL field in the left panel) and paste the correct destination URL.
Check every button - do not assume the old links have been replaced automatically.
6. Save and send yourself a test, then send Kelly a test
Click Save and exit to return to the campaign checklist.
Click Send a Test Email.
Open the test email on desktop and, if possible, your phone.
Click every button and important image link.
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TIP: Mailchimp may show optional “optimisation” suggestions. You do not need to apply them unless they are genuinely useful for the campaign. |
Check the test email for:
Correct subject + preview text
No old client copy or images
Spelling and spacing
All images displaying properly
Every button/link going to the right page
Glam header/footer left intact
7. Schedule the SOLUS
Open Send time.
Choose Schedule.
Select the approved delivery date.
Choose Send at a specific time and enter the approved time.
Click Save.
Once every section is complete, use the final Send/Schedule button at the top right and confirm.
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TIP: Do not use “Send now” unless you have been specifically told the SOLUS should go immediately. |
Final 30-second check
☐ Campaign renamed for the correct client
☐ Correct Glam Adelaide audience and From address
☐ Subject line and preview text updated
☐ Every old image replaced
☐ All copy updated
☐ All image and button links checked
☐ Test email received and reviewed
☐ Send date and time confirmed
If you are unsure at the final send stage: save the campaign as a draft and ask someone to check it before scheduling.