Great Mailchimp Add-on with WPForms (in 3 Simple Steps)

Great Mailchimp Add-on with WPForms (in 3 Simple Steps)

Table of Contents

Introduction

MailChimp is a marketing and email marketing service company that has provided thousands of businesses with marketing and promotional assistance to help them grow and thrive. The company offers numerous perks that help businesses both small and large, and if you’re working with WPForms and wish to install and use the MailChimp add-on with WPForms, it is a lot easier and faster than you might think.

NOTE:

Before starting the process, please remember that you’ll need a Plus license level or higher if you wish to access the MailChimp add-on with WPForms. This is an important tip to remember because if you don’t have this qualification, none of these other steps will work for you.

Step 1: Installation and Initial Setup

Installing the Mailchimp add-on with WPForms is not complex, but just like other installations, certain steps must be followed for you to be successful. To get started, you have to install and activate WPForms on your WordPress site. Make sure your license is verified and that the core WPForms plugin is in place once you get to this point. Once these two steps have taken place – license verification and your core WPForms plugin – you can go ahead and install and activate the MailChimp add-on with WPForms.

Next, you’ll have to integrate your MailChimp account, and you start by going to WPForms, then Settings on your computer. Under Settings, click on the Integrations tab. Click on the MailChimp option under the Integrations tab, then click on Add New Account. At this point, you’ll notice additional fields for both API (application programming interface) Key and Account Nickname.

Step 2: Copy Your API Key From MailChimp

Since the API is what allows your WPForms plugin to communicate and connect with your MailChimp account, you’ll have to add the API key at this step. In fact, each one of your MailChimp accounts is going to have its own unique API key. So, go ahead and log into your MailChimp account and make sure it opens in a new browsing window because you’ll need to come back to this account at a later time.

While you’re in MailChimp, go to the Account page and look for another menu that is located at the top of the page. Click on Extras, then on API keys. When you get to this page, you’ll want to do one of two things:

  1. Copy your existing API key
  2. Generate a new API key by clicking on Create a Key

After you’ve copied your API key, go ahead and return to the window or tab that contains your WPForms settings, then paste the key into the area that says API key. At this point, you’ll also be required to enter a nickname for this particular connection. Don’t worry – the nickname you choose is never available to your users. It is a name that will only display in the form builder and nothing else.

After you make sure everything is correct and no spaces are left blank, press the Connect to MailChimp button to save the connection. Before you do this, however, you should make sure to fill out all of the fields on your new provider account so it can be more complete and ready to go.

If you do everything correctly up to this point, you’ll see a green box with the word Connected on it. This is a sign that everything was completed successfully! Next comes adding MailChimp integration to specific forms that you want integrated with this program, which is covered in the next step.

Step 3: Add MailChimp Integration to Your Forms

To get started, you’ll have to either edit a form you have already created or create a brand new one. Once you open the form builder, click on Marketing, then MailChimp, then click the Add New Connection button.

An overlay will appear on the screen, and when it does go ahead and create a nickname for the connection you’re creating. Again, your users won’t see this, but it can be beneficial to you if you wish to connect this form to more than one mailing list at a later date. It is also a great organizational tool for you that can save you a lot of time in the future.

The overall process for installing and using a Mailchimp add-on with WPForms is a fairly easy one but again, you do have to follow each and every step carefully. At this point in the process, you are actually almost finished, but you still have a few important tasks to perform!

After you make sure that your connection has been created, you can choose any of the MailChimp accounts you have created thus far, and make sure to choose both that account and the specific mailing list found within that account. Where it says List Fields, you’ll notice all of the available fields that users can fill out when they’re signing up for one of your mailing lists. But the only field you need to fill out is the one that says Email Address.

Once you find the Email Address field, there will be a drop-down menu next to it. Go to that menu and click on whatever Email field you need right now. You’ll notice that all of the fields from your form are displayed on the screen, but you’ll just need to choose the right field before you go any further.

At this point, your connection to MailChimp should be completed. Your only other step, which is optional, is to further customize the connection, but keep in mind that you can do that at any time.

Additional Options

At this point in the process, you have a few options if you are interested in them. This includes:

  • Connecting additional fields, which you can do as long as you know which Email address you wish to use
  • Organizing subscribers with groups, which is yet another way to divide up your mailing lists, and which will automatically be displayed in the Select Groups section once you’re done
  • Conditional logic, which lets you set rules for certain events based on the selections users chose in their form entry
  • Double opt-in, which is a way to avoid users being added twice to your mailing list because it asks them specifically via an email if they wish to be added to the list

That’s all there is to it – you did it!

Conclusion

Installing and using the Mailchimp add-on with WPForms doesn’t take rocket science, even though it does require you to have a Plus license level or higher. A lot of these steps are self-explanatory and actually make logical sense. It is a simple step-by-step process that works out perfectly in the end once you decide to pay attention to each step and make sure you do only what it’s asking you to do.

If you do need additional help on this process, or on the actions mentioned in the “Additional Options” section above, you can easily contact either WPForms or even MailChimp itself, and you should be able to get the help you need.

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