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Step 1: Log In to Mailchimp

First, go to Mailchimp and log into your account.
Once you’re inside, look at the menu and click on Automations.

This is where Mailchimp lets you send emails automatically—so you don’t have to send them one by one.

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Step 2: Pick an Automation

Mailchimp will show you a few ready-made options. These are already set up to do common things, like:

• Sending a welcome email when someone joins your list
• Sending a follow-up email after a purchase

Choose the one that sounds closest to what you want. There’s no “wrong” choice here—you can change it later.

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Step 3: Choose What Starts the Email

Now you’ll tell Mailchimp when to send the email. This is called a trigger.

For beginners, the easiest trigger is:

• When someone signs up to your email list

That’s it. Once that happens, Mailchimp knows to send your email automatically.

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Step 4: Write Your Email

Mailchimp will open an email editor where you can type your message. You don’t need to design anything fancy.

Just focus on:

• Saying hello
• Telling them what to expect
• Letting them know what to do next

Mailchimp uses a simple drag-and-drop system, so you don’t need to know any coding.

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Step 5: Test Before Sending

Before turning it on, send a test email to yourself. This lets you see exactly what your subscribers will see.

If it looks good and makes sense, you’re ready to move on.

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Step 6: Turn It On

Now click Start or Turn On (Mailchimp will guide you).
From this point forward, your email will send automatically whenever someone signs up.

You’re done.

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Final Note for Beginners

This may feel new at first, but once it’s set up, it works in the background without you touching it again. One small setup now saves you hours later.

Take it slow. Follow the steps. You’ve got this.

This is the cleanest because it ties the actual payment to your email automation.

What you need

• Mailchimp account + Audience (list)
• PayPal business account
• Zapier or Make (one automation)
• Your pages:
  • /bridge (thank you / next step)
  • /download (the file access page)

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Step 1 — Create your Mailchimp structure

In Mailchimp:

1. Audience → pick your main audience
2. Tags: create a tag like:
   • Bought-CIIB (or your product name)
3. Customer Journey / Automation:
   • Trigger: Tag added = Bought-CIIB
   • Email 1: “Welcome + links”
   • Email 2+: your sequence

✅ This makes your funnel flexible. Anytime someone gets the tag, the funnel starts.

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Step 2 — Set up your PayPal button

In PayPal (Button / PayPal Checkout / PayPal Payments Standard depending on what you use):

• Create a Buy Now button for your product
• Set:
  • Return URL = your Bridge Page URL
  • Cancel URL = your sales page (or a “Need help?” page)

PayPal calls this things like:

• “Return URL”
• “Website payment preferences”
• “Auto return”
• “Payment Data Transfer (PDT)” (optional)

✅ Key: Return URL = Bridge Page, not download page.

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Step 3 — Zapier/Make automation (Payment → Mailchimp)

Create an automation:

Trigger (PayPal):

• “Successful Sale” / “Payment Completed” / “New Order” (wording varies)

Action (Mailchimp):

• “Add/Update Subscriber”
  • Email = buyer email from PayPal
  • Name (if available)
  • Tag = Bought-CIIB

Optional (recommended):

• Put them into a Group or add merge field like PRODUCT=CIIB

✅ Now only real buyers get the tag and sequence.

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Step 4 — Build your Bridge Page (simple, but important)

Bridge Page content:

• “Payment received — you’re in.”
• Button: “Click here to access your download”
• Also say: “Check your email — I just sent your welcome link

IMKBrown~

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