Whether you’re passing on your email marketing responsibilities to a new team member or preparing to sell your business, the transfer of your Mailchimp account is a crucial step. This guide will provide you with a comprehensive, step-by-step process to ensure a smooth and effective transfer.
What You Need to Know Before the Transfer
Before we dive into how to transfer your Mailchimp account, you should know that it’s not possible to move a list or campaign from one account to another. In other words, each account maintains its unique lists, campaigns, templates, etc. If you want to move these elements, you must recreate them manually in the new account. But don’t worry, Mailchimp provides handy export features to help with this.
Transferring Your Mailchimp Account: Step by Step
Step 1: Change the Contact Information and Billing Details
The first step in transferring your Mailchimp account is to update the contact information and the billing details. Remember, the account’s primary contact is the legal account owner, and they have all the rights to manage the account.
To change the contact information, navigate to your profile name and click on it. Then, select Profile.
Next, click on the Settings dropdown and select Contact Information. Fill in the new owner’s details and click Save.
For the billing information, navigate to your profile name, click it, and select Billing. Then, click Billing information and update the details. Click Save when done.
Step 2: Change the Account Login
Next, you need to change the login credentials. To do this:
- Click your profile name and choose Profile.
- Next, click the Settings dropdown and select Login Details.
- Change the Email Address and Password as per the new owner’s preference and click Save.
Step 3: Transfer the Verified Domain
If you have a verified domain with Mailchimp, you must transfer it to the new owner. You can do this by following Mailchimp’s instructions for verifying a domain.
Step 4: Notify Mailchimp About the Transfer
Mailchimp recommends that you notify them after transferring an account to a new owner. You can do this by emailing their support team directly.
Wrapping Up
We hope this guide has made the process of transferring a Mailchimp account easier for you. Remember, the key to a smooth transfer is ensuring that all the components (contact details, billing information, login credentials, and domain verification) are successfully updated.
