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Mailchimp invoices for Legal

Hi, I'm Cole from Mailchimp. In this video,  I'll introduce you to Mailchimp Transactional   Email. This is a powerful delivery service that  helps you email customers about their purchases and account activity. If you have an online  store, use this for order confirmations, shipping   notifications, and password requests. Before we get  started, here are some important things to know. Mailchimp Transactional Email is a paid add-on  that's available on standard plans or higher, but   to access the Transactional Email page, you'll need  to have owner or admin level permissions. Sometimes   you'll notice references to Mandrill. Mandrill is the  same thing as Mailchimp Transactional. It does take   some API or SMTP knowledge to send transactional  email, and designing the content requires some   understanding of HTML, so reach out to your  developer or check out our developer documentation.   Lastly, if you want to send bulk messages like  newsletters, transactional email isn't the right   fit. Transactional emails are sent from one sender  to one recipient, and they usually can't include   any promotional content. But what's considered  promotional can vary, so please be mindful of the   laws in your area. Now that I've covered what you  need to get started, let's log into Mailchimp. To   access Mailchimp transactional, head to Automations  and click Transactional email. If you don't have   a transactional account you'll find options to  pick a plan or try the free demo. A demo account   isn't made for day to day sending, so it does have  limitations. You can send up to 500 transactional   emails, but you can only send to email addresses  on your verified domain, so if my domain is   mailchimp.com, I can send to other people who share  that domain, like my co-workers. If you'd like to   send to email addresses that aren't on your domain,  you'll need to upgrade to a paid plan. I covered   those points pretty quickly, so check out our help  center for more information on demo accounts. Next,   click Launch App to use our Transactional platform. you'll be prompted to add a sending domain if one isn't already set up. In any case, you'll want  to make sure that your domain is verified   and authenticated. So, let's head to Settings. After that, click Domains and then choose Sending Domains.  If you haven't added a domain yet, enter your  domain name and click Add. Once you've done that,  click view details in the Verified Domain column.  Then, enter a valid email address and click Send   Verification Email. Your domain can also be  verified by setting up a txt record in your   DNS settings. When you get the email, just click on  the verification link and you're all set. For the   next step, you'll have to authenticate your sending  domain. This is required, and you won't be able to   send until this step is finished. Authentication  shows that you're a legitimate sender, which improves   your chances of reaching the Inbox, and it helps  protect your email domain from being spoofed or   impersonated. Also, companies like Yahoo and Google  have changed their sending requirements. To put it   simply, you'll need to update your DKIM records  and set up a DMARC policy. I'll cover the DKIM   settings column first. Let's click View details,  then in the popup modal, you'll find instructions   on how to create two new CNAME records. This  guidance will vary depending on your domain   provider, but you can expect to copy values and  paste them into your DNS settings. Setting up   a DMARC policy is similar to DKIM, so again  the instructions will depend on your domain   provider. After you're done setting up DKIM and  DMARC, you can click Test DNS Settings to see if   everything's working. Keep in mind, it can take some  time for DNS records to update. Now that you've   authenticated your sending domain, you'll need an  API key so that we can communicate with your site   or integration. First, let's click the Settings  icon to get API Keys. Next, click New API Key and   give it a description. After that, click Create  API Key and a key will appear in a pop-up modal.  Make sure you copy the key and store it in a  secure location. Once you close the modal, you   won't be able to access or copy the key again.  You'll probably want to test some things out   before you send actual emails, so you can use Test  Mode to refine your Integrations for bounce and   complaint handling. You can send up to 10,000 Test  Mode messages per day, and this won't affect your   monthly email limit or your account's reputation.  To use Test Mode, you'll need to create a   Test API Key. So, go to Settings and click Create  New API Key. Then, choose the check box for Test Key   and click Create API Key. Finally, don't forget to  copy and store your key. Now you can switch to Test  Mode. First, hover over the drop-down arrow near  your username, and then choose Turn on test mode. With the Test API Key, you can manually trigger  bounces, rejects, or spam complaints by sending   test emails to specific addresses. For  example, if you want to test rejects, you'd send a   test to reject@test.mandrillapp.com. You can find  the other addresses in our developer documentation.   There is one more thing I'd like you to note.  If you send an email in Test Mode, you can only   access that email in test mode. So you won't find  Test Mode emails on the Outbound page. When you're   done running some tests, hover over the drop-down  arrow by your username and choose Exit test   mode. So let's say you've sent out some actual live  emails. If you want a quick glimpse of how things   are going, click on the Dashboard. Here you'll  find stats like monthly sends and deliverability.  There's also a graph with sending volume details.  If you'd like to filter these stats by date, just   use the drop-downs. Now I want to talk a bit about  reputation, because it relates to deliverability.  Your account's reputation can be poor, good,  or excellent. Some factors that determine   your reputation are spam complaints, bounces, and  unsubscribes, but you can think of it as the amount   of failed sends compared to the successful  ones. To sum it up, the fewer bounces you have   relative to your sending volume, the higher your  reputation will be. Your reputation also has a   major role in setting your hourly quota, which  is the number of emails you can send each hour.  Any emails you send over your quota will  go to your account's backlog. This is where   we hold emails that we can't send immediately, but  emails are only stored in the backlog for 48 hours.   After that, they'll be deleted from your account  entirely. While your hourly quota mainly depends   on your sending reputation, we also consider your  typical sending volume. The main takeaway here is   that a better reputation means you can send more  emails that are more likely to reach your contacts.  To manage your reputation, it helps to keep track  of how well individual emails are being delivered,  and you can do that on the Outbound page. When an  email successfully reaches a contact, its status   will be labeled Delivered. If an email has bounced,  you can click on the Bounced status to get more   information. Then you can click View Content for  the email you want to review. The Outbound page   is also where you can use your templates. In  Mailchimp transactional, you can create, store,   and reuse designs for your messages so you  don't have to start from scratch with every   email, which could save you a lot of time. You can  set defaults for important data like Sender and   Reply to email addresses, as well as your  custom tracking domain, and API calls only   need to provide the dynamic parts of your content,  which can reduce the amount of data that's passed.  Templates also make it easier for non-developers  to make changes, and once they finish with their   edits they can easily preview and test templates  from within Mailchimp Transactional. There are a   few ways to create templates. First, we'll cover  how to write HTML directly into the editor. So,   from the Outbound page, head to Templates and click  Create a Template. Then, give your template a name   and click Start Coding when you're ready to go.  At this point, you can enter your HTML or paste it   into the editor, just make sure you inline your  CSS for the best performance. This means   including styles within the HTML for specific  elements, like a paragraph. When you edit templates,  you can personalize your messages with Dynamic  content for instance you could use merge tags   or handlebars to pull in names order information  and other customized content we don't store any   audience information in your transactional account  so all of this data would be passed through an API   call after you finished coding you can preview and  test your template and don't forget to either save   it as a draft or publish it if you've created  a template in MailChimp marketing you can send   it to your transactional account just to be clear  MailChimp marketing is where you send newsletters   and anything promotional once you've logged  into mailchip marketing click on content and   then email templates find the template you want  to work with and choose send to mandrel in the   edit dropdown that's it now when you head back to  MailChimp transactional Your Design will appear in   templates before I wrap up this video I just want  to briefly touch on reports this is where you'll   get some insight on email performance we track  emails on a per message basis so opens clicks   and delivery data are recorded for each email sent  through your account you can click on a location   to see interactions by area and you can review  the top email clients and top operating systems   you might notice that some clicks are higher for  some clients and operating systems than others so   it could be helpful to test your emails to see if  they're displaying correctly another thing that's   useful on this page is the compare stats tab  here you can compare different groups of emails   based on custom search filters and with that  I've introduced you to MailChimp transactional   email thanks for hanging in there for next steps  check out our developer resources on sending your   first trans actional email and stop by our help  center for more articles and tutorials [Music]