WPForms Documentation

Documentation, Reference Materials and Tutorials for WPForms

How to Install and Use MailChimp Addon with WPForms

Would you like to connect your forms to your MailChimp account? With MailChimp integration, you can automatically add emails to your marketing lists when your forms are submitted.

In this tutorial, we’ll show you how to use our MailChimp addon to integrate WPForms with your MailChimp lists.

  1. Installation and Initial Setup
  2. Copy API Key From MailChimp
  3. Add MailChimp Integration to Forms
Requirements: You will need a Plus license level or higher to access the MailChimp addon.

1. Installation and Initial Setup

Before we get started, be sure to install and activate WPForms on your WordPress site.

Once the core WPForms plugin is in place and your license is verified, you’ll be able to quickly install and activate the MailChimp addon.

Now that the MailChimp addon is installed, the next step is to integrate with your MailChimp account. To do this, you’ll need to go to WPForms » Settings and then click on the Integrations tab.

Integrations tab of WPForms Settings page

When you open the MailChimp option within this tab and click the + Add New Account button, you’ll be able to see additional fields for API Key and Account Nickname.

Add new account to WPForms MailChimp integration

2. Copy API Key From MailChimp

Now that you’ve completed the initial setup for the MailChimp addon, you’ll need to add the API key. The API is what allows the WPForms plugin on your site to communicate with your MailChimp account.

Each MailChimp account will have a unique API key. To access this, you’ll need to log into your MailChimp account. Since we’ll come back to your WPForms settings later, we recommend opening the MailChimp site in a new tab or window.

Once you’re logged into MailChimp, you’ll need to go to your Account page.

Open MailChimp account page

Within the Account page you’ll see an additional menu near the top of the page. From this menu, you’ll need to go to Extras » API keys.

When you open the API Keys page, you’ll be able to copy your existing API key or, if needed, generate an API key by clicking the Create a Key button.

Copy MailChimp API key

Now you’ll be able to copy the full API key. Once you’ve copied the key, you can return to the tab or window with your WordPress settings and paste it into the API Key field.

You’ll also need to fill out a nickname for this connection. This name will only display in the form builder (it won’t ever be visible to your users), and is included in case you add another MailChimp account down the road.

When you’re ready, click the Connect to MailChimp button to save the connection.

Add API key and nickname to MailChimp settings

Once these fields are saved, you should see a green box that says Connected.

MailChimp integration is connected

3. Add MailChimp Integration to Forms

The final step is to add MailChimp integration to specific forms on your site. To do this, you’ll need to create a form or edit an existing form.

After opening the form builder, go to Marketing » MailChimp and click the Add New Connection button.

Add new connection to MailChimp in WPForms form builder

This will cause an overlay to appear, and here you can enter a nickname for the connection you’re creating. This is useful if you plan to connect this form to more than one mailing list, however it’s simply to help with organization and your users will never see it.

Add a nickname to the new MailChimp connection

Once a connection is created, you can choose from any MailChimp accounts you connected in Step 2.

After the account you want is selected, you can also choose a specific mailing list within that account.

Note: All MailChimp mailing lists must be created in your MailChimp account. For more details, check out MailChimp’s tutorial on getting started with lists.

Under the List Fields section, you’ll see all of the available fields for subscribers to your MailChimp mailing lists. The only field you’re required to fill in is Email Address.

Configure MailChip connection in WPForms form builder

When you click the dropdown next to Email Address, only Email fields from your form will be displayed. Go ahead and select the Email field you’d like.

This all you need to complete your connection to MailChimp!

If you’d like to customize this connection further, please see the additional options below.

Connecting Additional Fields

To send additional entry fields to MailChimp, you’ll need to map your form fields to any available fields in MailChimp.

Here are the fields that MailChimp offers for your subscribers by default:

  • Email Address
  • First Name
  • Last Name

Map form fields to MailChimp

As noted above, the Email Address is required. However, any other fields you see are optional.

If you’d like to add more custom fields to your subscriber profiles, please check out MailChimp’s tutorial on managing available fields.

Organizing Subscribers with Groups

Within MailChimp, you can also choose to further divide your mailing lists into Groups. If you’re not familiar with this option, please see MailChimp’s tutorial on Groups for more details on what they are and how MailChimp recommends using them.

If you’ve set up any Groups in the mailing list you’ve selected, those will automatically be displayed in the Select Groups section.

Optionally select MailChimp groups

Conditional Logic

Conditional logic allows you to set rules for events based on the user’s selections in their form entry.

Enable conditional logic for MailChimp connection

For example, you could use conditional logic to allow users to choose if they’d like to be added to your mailing list.

You can also apply conditional logic to the Groups described above. If you’d like to learn how to do this, please see our tutorial on how to allow users choose which groups they get added to.

Double Opt-in

When enabled, double opt-in will prevent users from being automatically added to your MailChimp lists. Instead, they’ll receive an email asking them to confirm their subscription. The user will only be added to your mailing list after they’ve clicking the confirmation link in that email.

MailChimp double opt-in option

For more details, please see MailChimp’s tutorial on using double opt-in.

That’s it! You can now set up MailChimp integration with any forms on your site.

Would you like to grow your subscriber list even further? Check out our tutorial on leveraging lead magnets to learn how you can offer potential subscribers incentives to subscribe to your mailing lists.

Changelog

1.2.0 (2017-12-04)

  • Changed: Birthday field special integration rules.
  • Changed: Improved localization support and translatable strings.
  • Changed: Update MailChimp PHP library (2.4).

1.1.1 (2017-03-30)

  • Fixed: Issue for some users connecting v3 accounts

1.1.0 (2017-03-30)

  • Added: MailChimp API version 3 support
  • Changed: MailChimp API version 2 support has been deprecated, please reconnect forms using the new version 3

1.0.6 (2017-03-09)

  • Changed: Adjust display order so that the providers show in alphabetical order

1.0.5 (2016-10-24)

  • Changed: Namespaced Mailchimp PHP classes to prevent conflicts

1.0.4 (2016-07-07)

  • Changed: Improved error logging

1.0.3 (2016-06-23)

  • Changed: Prevent plugin from running if WPForms Pro is not activated
  • Changed: Corrected AWeber capitilization inside form builder

1.0.2 (2016-05-30)

  • Changed: Disable SSL verify which causes issues with some web hosts

1.0.1 (2016-04-12)

  • Changed: Improved error logging

1.0.0 (2016-03-11)

  • Initial release.