How To Setup And Start Email List For Free: Part 3

Please Note: This is Part 3 of the Series. If you landed here directly, you might want to check out Part 1 and Part 2 before moving forward.

In this part of the series, we are going to work in following steps

  1. Understand Why MailMunch.
  2. How to install and start using MailMunch.
  3. Creating Sign-Up Forms.
  4. Configuring necessary MailChimp Emails and Forms.

1. Why MailMunch?

There are two primary reasons for using this plugin.

  1. It is very very easy to integrate and use. Once you start, it makes you follow a step by step process.
  2. It’s free. The free version gives you 5 different kinds of forms and two designs in each form. And you can customise these forms to a good extent.

There are other reasons too like free Landing Pages. It even allows you to have a welcome email. Though I will not recommend using the welcome email in case you are going to use a Double-Optin method.

2. Install And Register For MailMunch Account.

MailMunch integrates with WordPress in the form of a plugin. So all you have to do is install the MailMunch Plugin.

MailMunch setup 1

Login to your blog’s Admin area. And Click on “Add New” under the “Plugins” tab.

MailMunch setup 2
  1. Search for “mailmunch” plugin.
  2. Click on “Install Now” on the plugin “MailChimp Forms by MailMunch” as it is the latest one.
  3. Once it is installed, click on “Activate” button. You can also activate the plugin by going to the “Installed Plugins” tab.
MailMunch setup 3

Once the plugin is activated, a new tab will appear on the Left-hand menu in your WordPress Admin panel by the name of “MailChimp”.

Click on the blue button in the center “Connect to MailChimp”.

MailMunch setup 4

Enter you MailChimp Username and Password to link MailChimp account to MailMunch and your Blog.

In case you don’t have a MailChimp Account, Go ahead and read all about getting one in Part 2 of this series.

MailMunch setup 5

Remember that we created a list in Part 2 of this series. It will be selected by default. You can choose the email list from the drop down in case you have more than one list.

MailMunch setup 6

We can start the MailMunch Sign up process after we have linked the list.

Even though you can work without a MailMunch account, but it is important you sign up for a free account. This will enable you to keep your forms saved.

MailMunch setup 7

Fill in all the details. These details are for your MailMunch Account. Yes, it’s that simple to register.

3. Creating Sign-Up Forms.

MailMunch setup 8

Now comes the fun part: Creating Sign Up forms.  MailMunch provides us with 5 different kinds of forms. For a free account, you get 2 designs to choose in each of these form types.

You can read more about it in my MailMunch Review post.

Continuing from the previous step. Click on the “Create Your First Form” button

MailMunch setup 9

Select the type of form you would like to create.

MailMunch setup 10

Since we are using a free account of MailMunch, only the first two designs will be available for us. Select any one. You can customise the colors and the words on these forms.

MailMunch setup 11

Give a title to your form. This is an internal title and will not be visible to your readers.

Click on “Create Form” button to move to next step.

MailMunch setup 12

Here you can configure what words go on your forms.

The “Thank You Message” is displayed when the details entered by your reader is in a correct format.

Click on “Save & Continue” once you are done making changes on this page.

MailMunch setup 13

Here you can configure the colors that you want your form to have.

You can also configure how large or small your form is going to look like.

Click on “Save & Continue” once you are done making changes on this page.

MailMunch setup 14

Next, is selecting Layout. MailMunch provides you an option of customising the form layout.

A word of caution though, the Custom CSS option is not available as a free option. And this can cause the final form to be distorted if you are trying to use custom HTML here. So it is better to use the Default Form only.

MailMunch setup 16

You can also select other fields like “Name” etc. from the drop down “Add New Field”.

Click on “Save & Continue” once you are done making changes on this page.

MailMunch setup 17

Next step is adjusting how your form behaves on your website.

  1. When to display your form.
  2. How much Time Delay should be present before pop up occurs.
  3. You can also select Exit Intent as an option. This means that pop will work when your reader moves the mouse towards closing the tab.
MailMunch setup 18

After User Subscribes.

Since our purpose is freebie delivery, we do not need to change anything here.

But in case you want to send the customer to a special “Thank you” page then you can add your link here.

Click on “Save & Continue” once you are done making changes on this page.

MailMunch setup 19
  1. Double Opt-in: It means that your subscriber will get an email asking to click a link before they are on your list. I highly recommend using this feature. This curbs a lot of spammy bots and a ton of time weeding out spammers later.
  2. Active list: This will be selected by default. Make sure that the components of your form match the fields in the MailChimp List.

Click on “Save & Continue” once you are done making changes on this page.

MailMunch setup 22

Make sure that the form is “Activated”. Click on “Finish”.

MailMunch setup 23


We are done making our Sign Up form. Give yourself a huge pat on the back.


Great. Onto the next step. We are near completion. All that is left is some good words to our friends who are going to be on our list.

Click on “Not Now” to go back to your Blog.

Why Not To Use MailMunch Welcome Email?

A welcome email is the last step of this process. The freebie that the subscriber wants is to be delivered using this Welcome Email. We have configured our sequence in a way that requires a confirmation from the subscriber before they are added to the list.

Here’s the problem: MailMunch’s Welcome Email doesn’t wait for the user to confirm. As soon as a subscriber submits info using our form, the Welcome Email is sent. Now once the subscriber receives the freebie, they may not confirm and hence not be added to the list. Defeats the whole purpose. Doesn’t it?

4. Configuring Necessary MailChimp Emails And Forms.

Forms 1
  1. From anywhere in your MailChimp account, click on “Lists” in the top menu.
  2. Click on the arrow next to “Stats”.
  3. Select “Signup Forms” from the drop-down menu.
Forms 2

Click on the “Select” button next to General forms.

Forms 3

Now in this page, the drop-down menu lets you select the different components of the signup sequence.

Forms 4

There are many options available in the drop down menu. We are going to change 4 components from this menu.

  1. Opt-in Confirmation email
  2. Opt-in confirmation reCAPTCHA
  3. Confirmation thank you page
  4. Final welcome email

All the rest parts can be used as they are or can be customised as per your brand. We are going to look at the “Final Welcome Email” to add our Downloadable File.

Forms 5

After selecting the “Final welcome email” option, make sure that the “Send a final welcome email” checkbox is enabled.

Next scroll down to find the actual content of the email. An “edit” button appears in the editable part when the mouse hovers over it. Click on “edit”.

Forms 6

A text editing box will appear. I recommend deleting everything in here to start fresh. The text part can be added on later.

Now click on the “link” button as shown in the image.

Forms 7

In the pop-up, select the “File” option from the drop-down menu.

Forms 8

It will open up the Content Manager area where we uploaded our file in Part II. Double-click on the file to select it. Click on “Insert”.

Forms 9

You will get the complete file link URL as the text for the link. We don’t want our email to look like gibberish. Instead, it should be an elegant “Download File” or anything else you want for the subscribers to click and download.

So click on the very last option:  “<>”.

Forms 10

This is the HTML editor for your email content. Your file link by default will be long.

Look at the very end of this line. You will find > and </a>. We want to change the text between these two points.

Forms 11

Once done, the link will look something like this. And of course. That’s what we want. Again click on the <> button in the right corner. And add text you want your final welcome email to say.

Click on “Save & Close”, and we are done.

Forms 12

This is how your final Welcome Email will look like. ( Well not entirely because unlike me you are going to beautify your Welcome Email.

And That’s a Wrap.

Awesome. With that, we are done in this series. Now you are locked and loaded to target your readers. Lure them in with that ultra useful Downloadable ebook you created and reel them in with your sign-up / opt-in sequence.

I hope you will find this tutorial super useful and as much fun as I did while creating it. It took me long hours trying to figure out everything the first time I created my email sign-up sequence.

Let me know in the comments below in any part of this series about what more can I add to this tutorial to make it more useful.

And Don’t forget to share.

Till next time.

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