Mailerlite | Setup

If you’ve been hanging out with me on social media or reading my newsletter you know I switched to Mailerlite last month. If you’re not following along on social media or signed up for my email you should be. I’ll wait here while you go do that now.

Glad you’re back. Now let’s get you set up with Mailerlite too. The first step is to sign up for a Mailerlite account. It’s a super simple process that you don’t need my help with. Now let’s set up Mailerlite so you can import or start collecting subscriber email addresses.


After you sign up the first thing you should do is set up a subsriber list. Navigate to the “Subscribers” option on the top leftish of your screen. Now click the orange button on the right that says “Add New Group”. You will need to give your group or list a name. For example 3K VA Newsletter.

Mailerlite Subscriber Set Up

Now that you’ve created a group you can import subscribers from other email marketing platforms like MailChimp. Click on the green button with the image of a person and a + symbol.

Add Subscribers Mailerlite

The next screen lets you import subscribers from a CSV or TXT file, Copy and Paste from Excel, or add a single subscriber. Done? Click the bright orange “Import/Add” button at the bottom left of the screen.

Add Subscribers Mailerlite

If you don’t have subscribers don’t worry. The next step with help you set up a form for your website so you can start adding subscribers to your list.

Creating A Webform (Opt-In Box)

Next, navigate to the Webforms screen using the “Webforms” option from the top menu bar. Click on the bright orange button that says “Add New Form”.

Mailerlite Webforms Set Up

Give your form a name, again relate it back to the opt-in you’re collecting information for. 3K VA Newsletter if we’re following along with our previous example. Choose the type of form you want to create. Popup, Landing Page, Embed Form, or Subscribe Button.  We’re going to create an embed form for our website in this example.

The next step asks which subscriber list you want the people who fill out your webform to be added to. Choose the list you created. Now click the bright orange “Save and Continue” button on the bottom right of your screen.

Designing Your Mailerlite Webform

If you’ve made it this far we’re to the good stuff. Designing your webform, confirmation email, and confirmation thank you page to match your brand/website.

Designing A Mailerlite Webform

As you can see the starting webform design is pretty blah. You can fix that using the design tab and your brand style guide. First, add your copy and then click design. Here you can change colors, fonts, sizes, and backgrounds of your webform opt-in box. The fields tab lets you add additional entry areas to your webform like a name. Click the bright orange save button at the bottom left of your screen.

Branded Mailerlite Webform

Copy and paste the code into your website and you’re ready to start adding subscribers to your list.

Creating A Campaign

Mailerlite Campaign Set Up

Now that you’ve got a subscriber list and a webform set up it’s time to set up your first campaign. Navigate to the campaign section of Mailerlite using the menu at the top of your screen. Click on the bright orange button that says “Create Campaign”.  There are several different campaign types to choose from. Regular, A/B Split, Auto Resend, and RSS. I use the regular campaign for my newsletter but you may want to use something else. The next screen allows you to choose a subject for your email. Once you’ve added a subject click the big orange “Next: Content” button on the bottom left of your screen.

Choose A Mailerlite Template

Now it’s time to choose a template. Mailerlite has several template options to choose from. I usually use the drag and drop option or the recent email option to copy something I’ve already designed. If you’re a designer you may want to design your own with the HTML option. If you’re not into designing your email you may want to go with one of the Mailerlite templates which are created for you.

Add Content and Design to a Mailerlite Campaign

Once you’ve added content and designed your email click the big orange “Done Editing” button on the top right of your screen. The next screen will allow you to select the list of subscribers who will receive your email campaign. Once you’ve selected the appropriate list click the big orange “Next: Review and Confirm” button on the bottom left of your screen.

Mailerlite Campaign review and confirm

The next screen allows you to edit any of the things you’ve already set up. If you want to change something click the gray “Edit X” box on the right side of your screen. You can also preview your email or send a test. If you preview the email you can download a PDF version for your files. If you’re happy with what you see click the bright orange ” Next: Schedule” button the bottom left of your screen.

Schedule a Mailerlite Campaign

Now it’s time to schedule your campaign. You can send it now or schedule it to be sent to your subscribers at a later date and time. You can also track the campaign with Google Analytics to see how well it performs. When you’re done click the big orange “Send” button the bottom left of your screen.

Test Your Mailerlite Setup

Now it’s time to test your setup. Go to your website and fill out your Mailerlite web form. When you return to your Mailerlite dashboard you should see a new subscriber has been added to your list.

Mailerlite Setup checklist


Kelli is the COO or Captain of Operations at Even Keel Ops. Her passion is helping overwhelmed entrepreneurs get their operations organized. When she’s not busy helping others unload their overwhelm you can find her on the beach with a book.
Mailerlite | Setup

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