Right9 Media — Weekly Email Campaign SOP
Team Process Guide

Weekly Email Campaigns in Mailchimp

Step-by-step for Pete's Pest Patrol & Goofball Graphics

Pete's Pest Patrol Goofball Graphics
1

Generate the campaign copy in Claude

Open Claude and go to Projects. Select the project for the business you're working on (Pete's Pest Patrol or Goofball Graphics).

Ask Claude to generate this week's email campaign based on the previous templates we've used for that client. Reference the past emails in the project so the tone, structure, and sections stay consistent.

Check before moving on: read the copy out loud. Confirm dates, offers, phone numbers, and links are correct for this week — Claude will pull structure from old templates, so old dates can sneak in.
2

Start a new campaign in Mailchimp

Log in to Mailchimp, go to Campaigns → Create → Email, and start a Regular email campaign.

  • Select the correct audience/list for the client. Double-check this — sending Pete's list a Goofball email is the one mistake we can't unsend.
  • Confirm the From name and From email match the client's usual sender info from past campaigns.
  • Name the campaign internally to match the subject line and date (e.g., "Pete's Pest Report: Week of July 6") so it's easy to find later.
3

Set the subject line — keep it consistent

The subject lines follow the same format every week:

Goofball Graphics Fresh Off the Press: Week of [date]
Pete's Pest Patrol Pete's Pest Report: Week of [date]

Same format every single week — just swap the date!

Write a new preview text for every email (the little line that shows next to the subject in inboxes) — it should tease what's actually in this week's content, never reused from a past send.

Also make sure the internal campaign name matches the date and subject (e.g., "Pete's Pest Report: Week of July 6") so campaigns are easy to find later.

4

Handle images: upload in Mailchimp first, then hand the URL to Claude

Anytime the email needs an embedded image:

  • In Mailchimp, go to Content (Content Studio) and upload/embed the image.
  • Copy the image URL Mailchimp generates.
  • Paste that URL into Claude and tell it where the image goes in the email.

Claude will build the HTML with the image URLs baked in.

Don't skip: ask Claude to include alt text on every image (a short description). Many inboxes block images by default, and alt text is what shows instead.
5

Paste the HTML into Mailchimp

Copy the finished HTML from Claude and paste it into the campaign using Mailchimp's code/HTML option (either the "Code your own" email type or a Code block, depending on the builder).

  • Use Preview to check both desktop and mobile views.
  • Click every link and button in the preview to make sure they go to the right place.
  • Confirm images actually load — a broken image icon means the URL didn't copy cleanly. Re-copy from Content Studio and have Claude regenerate that section.
6

Test email #1 — internal check

Send a test email (Preview & Test → Send a test email) to:

  • The person who created the email (you), and
  • janie@right9media.com

Open it on your phone and your computer. Check formatting, images, links, spelling, and the subject line. Fix anything that's off and re-test until it's clean.

7

Test email #2 — send to the business owner for approval

Once everything looks good internally, send a second test with the business owner's email address added.

Then send the owner a quick, friendly heads-up (text or email) letting them know the test is on the way — something like:

"Hey! Just sent over this week's email for a look. Let me know if it's approved or if you'd like any tweaks before it goes out."

Make sure Janie's email (janie@right9media.com) is included on that notification so she sees the approval conversation.

8

Send or schedule

Once the owner approves:

  • Do one last glance at the audience, subject line, and preview text.
  • Schedule the campaign for the client's send day:
    • Goofball Graphics — Mondays
    • Pete's Pest Patrol — Sundays
  • For the send time, check Mailchimp's recommended send time and use your judgment. If the recommendation is reasonable, use it. If it's a weird time (like 2:47 AM), fall back to the rule of thumb: 8:00 AM or 5:00 PM.
  • Save any approval message from the owner — a screenshot or the email thread is fine.
9

After it sends — close the loop

  • Confirm the campaign actually went out (check the Campaigns list — status should say "Sent").
  • Drop the final version (or a link to the sent campaign) back into the client's Claude Project so next week's email has this one as a reference.
  • A day or two later, peek at open and click rates in Mailchimp Reports and note anything unusual for Janie.
that's the whole flow
Right9 Media · Athens, GA · Questions? janie@right9media.com