WPForms MailChimp

Connecting WordPress to Mailchimp via WPForms

Integrating your WordPress site with Mailchimp can significantly enhance your email marketing efforts. With the WPForms Mailchimp addon, you can effortlessly add users’ email addresses to your marketing lists directly from your forms. This guide outlines the essential steps to leverage this powerful integration.

Requirements for Integration

Before diving into the integration, ensure you meet the following requirements:

• You need a Plus license level of WPForms or higher to access the Mailchimp addon.
• Confirm that you have installed the latest version of WPForms, as this is crucial for ensuring compatibility with the Mailchimp addon.

Installing the WPForms Mailchimp Addon

First, confirm that WPForms is properly installed and activated on your WordPress site. Once this is confirmed, you should be able to install and activate the Mailchimp addon effortlessly.

Steps to Install

1. Navigate to WPForms » Addons on your WordPress dashboard.
2. Locate the Mailchimp addon and click the Install Addon button.
3. After installation, head to WPForms » Settings and select the Integrations tab. Click on Mailchimp to expand the settings.

Integrating Mailchimp with WPForms

The next step involves setting up the connection between WPForms and your Mailchimp account.

Generating a Mailchimp API Key

For the integration to work, you need to generate an API Key from your Mailchimp account. This key acts as a facilitator, enabling communication between WPForms and Mailchimp.

Here’s how to generate the key:

1. Log into your Mailchimp account.
2. Click on your profile icon located at the top right corner and select Account & billing.
3. Following this, navigate to Extras » API keys.
4. Click the Create A Key button to initiate the API key creation process.

In the ensuing page, you will need to name your API key for internal reference. This name aids you in managing multiple keys if needed. Afterward, click the Generate Key button and copy the API key once it’s generated.

Tip: Store this key securely, as once you click Done, accessing this specific key again won’t be possible.

Connecting the API Key to WPForms

Go back to the WPForms settings in your browser tab. Paste your generated API key into the API Key field and add a nickname for your connection. This nickname is solely for your reference and won’t be visible to users. Finally, hit the Connect to Mailchimp button to finalize the integration.

After successfully connecting, you’ll see a confirmation message indicating that your WPForms is connected to Mailchimp.

Adding Additional Mailchimp Accounts

What if you want to connect more than one Mailchimp account? The WPForms Mailchimp addon allows you to do just that, giving you the flexibility to manage multiple accounts effectively.

To add more accounts:

1. Simply click the + Add New Account button in the Mailchimp section of your WPForms settings.
2. Generate an API key from your new Mailchimp account, just like you did previously, and input it into the respective fields.
3. Name the connection for clarity and click Connect to Mailchimp to save your changes.

You can connect as many accounts as you wish, provided you create a new API key for each.

Integrating Mailchimp into Your Forms

Now that you have set up the connection, the next step is to integrate Mailchimp with specific forms on your WordPress site.

Steps to Add Integration

1. Open the form you intend to integrate with Mailchimp, or create a new form using the WPForms builder.
2. Navigate to the Marketing tab and click on Mailchimp.
3. Select Add New Connection.

An overlay will appear, where you can enter a nickname for your Mailchimp connection. This is again for your internal use only. Next, from the Select Account dropdown, choose the Mailchimp account you wish this form to connect to.

Once you’ve selected the account, choose a specific audience within that account. Remember, the audiences must already be set up in your Mailchimp account.

Selecting Actions

In the Action to Perform dropdown, you can choose one of the following actions:

• Subscribe: This adds a new contact to your Mailchimp audience.
• Unsubscribe: Unsubscribes a current contact.
• Archive: Archives an existing contact.
• Permanently Delete: Removes a contact entirely.
• Record Event: Registers an event for a contact post-submission.

Once you pick an action, additional configuration options will become available. Required fields are marked with an asterisk (*).

Mapping Form Fields

For the Subscribe action, you’ll have specific settings to fill out:

• Subscriber Email*: Choose which field from your WPForms is capturing the email address of your users.
• Event Name*: Specify what you want to record as an event in your Mailchimp account.
• Tags to Add: Select any existing tags in Mailchimp that you wish to apply.
• New Tags to Add: Create and assign new tags for new subscribers.
• Tags to Remove: Specify any tags in Mailchimp to remove from subscribers.
• Note Addition: Optionally add a note to subscribers’ profiles.

Advanced Settings

There are additional options specifically for the Subscribe action:

• Enable double opt-in: This ensures users receive a confirmation email before being added to your list.
• Mark subscriber as VIP: This means all generated subscribers will receive VIP status in Mailchimp.
• Update existing contacts: Enable this to allow updates to profiles of existing subscribers.
• Notice for current subscribers: If a subscriber uses an already registered email, the form will prompt a validation message.

Once you configure all desired settings, don’t forget to save your form.

Enhancing Your Mailchimp Connection

To leverage the full potential of Mailchimp, you can integrate additional fields from your form, mapping them to the Mailchimp fields.

Custom Field Setup

To configure extra entry fields:

• Navigate to the Custom Field Name section within the Mailchimp form connection settings.
• From the Custom Field Name dropdown, select desired fields like Birthday or First Name.
• Match them with the corresponding fields from your WPForms using the Form Field Value dropdown.

You can add more custom fields as necessary by clicking the + icon.

Organizing Subscribers with Groups

Mailchimp features allow you to categorize subscribers into various groups. If you’ve set up groups for your selected audience, they will automatically appear in the Select Group(s) dropdown.

By selecting a specific group, you can efficiently organize your subscribers based on their preferences and behaviors.

Conditional Logic Features

Utilizing conditional logic within the Mailchimp addon allows for personalized subscriber experiences based on form entries.

Implementing Conditional Logic

To set this up, enable conditional logic and create rules that dictate what happens based on user inputs.

For guidance on setting this up, reviewing the WPForms conditional logic tutorial will provide comprehensive support.

Answers to Common Queries

Why are new subscribers shown as “opted out”?

If Mailchimp’s GDPR settings are enabled, they may automatically opt out new subscribers due to default settings within their terms. You can disable this in your Mailchimp account if necessary.

Why aren’t newsletters delivering properly?

Using free email service provider accounts for sending newsletters can lead to delivery issues. For help, consult Mailchimp’s support team.

Is the Address field not appearing in Mailchimp?

Currently, the WPForms Address field does not integrate directly with the Mailchimp Address field. Consider creating a custom address field that aligns with your needs.

Can I have separate Mailchimp accounts for each form?

Absolutely! You can connect multiple Mailchimp accounts and select which one to use for each form.

By following this guide, you have now equipped yourself with the essential knowledge on integrating Mailchimp with your forms, maximizing your outreach potential through WPForms Mailchimp. This integration not only streamlines your email marketing efforts but also enriches user engagement, thereby enhancing your overall website efficacy.