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.
- Installing Mailchimp
- Copying Your API Key From Mailchimp
- Adding Mailchimp Integration to Forms
- Frequently Asked Questions
Requirements: You will need a Plus license level or higher to access the Mailchimp addon.
1. Installing Mailchimp
Before we get started, be sure to install and activate WPForms on your WordPress site.
After installing the Mailchimp addon, the next step is to integrate your forms with your Mailchimp account. To do this, navigate to WPForms » Settings and then click on the Integrations tab.
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.
2. Copying Your API Key From Mailchimp
Now that you’ve installed the Mailchimp addon, you’ll need to add your 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 you’ll be coming back to your WPForms settings later, we recommend opening Mailchimp’s site in a separate tab or window.
Once you’ve logged into Mailchimp, you’ll need to go to your 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 any existing API keys. Or, if you haven’t previously generated any keys, you can create a new API key by clicking the Create a Key button.
After you’ve copied the key, you can return to the tab or window with your WPForms settings and paste it into the API Key field.
You’ll also need to fill out a nickname for this connection. This name will never be visible to your users, and is meant to help if you add additional Mailchimp accounts down the road.
When you’re ready, click the Connect to Mailchimp button to save the connection.
Once these fields are saved, you should see a green box that says Connected.
3. Adding Mailchimp Integration to Forms
The final step is to add your 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.
This will cause an overlay to appear, and here you can enter a nickname for the connection you’re creating. A nickname is useful if you plan to connect this form to more than one mailing list, and will only be visible to you – your users will never see it on your site.
Once a connection is created, you can choose from any Mailchimp accounts you connected in Step 2.
After selecting an account, you can also choose a specific audience within that account.
Note: All Mailchimp audiences must be created in your Mailchimp account. For more details, check out Mailchimp’s tutorial on getting started with audiences.
Once you’ve chosen an audience, you can choose what action you’d like performed when the form is submitted under the Action to Perform dropdown.
Currently, the following actions can be performed with the Mailchimp addon:
- Subscribe: Adds the user as a new contact to your Mailchimp audience.
- Unsubscribe: Unsubscribes an existing contact from your Mailchimp audience.
- Archive: Archives an existing contact from your Mailchimp audience.
- Permanently Delete: Permanently deletes an existing contact from your Mailchimp audience.
- Record Event: Records an event for a specific contact after form submission.
For our example, we’ll choose Subscribe to subscribe users to our Mailchimp audience.
After you’ve selected an action to perform, additional configuration settings will populate. We’ve outlined each of these fields below, with required fields marked with an asterisk (*):
- Subscriber Email*: Choose the name of the WPForms field where your users will be entering their email address from the dropdown.
- Tags to Add: Add any tag(s) from your Mailchimp account to this subscriber. Please see Mailchimp’s tutorial on getting started with tags for more details on how to use tags.
- New Tags to Add: Create a new tag in Mailchimp and add it to all subscribers created through your forms.
- Notes: Automatically adds a note to the subscriber profile in Mailchimp.
- Enable 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 clicked the confirmation link in that email.
- Mark Subscriber as VIP: Enabling this option will mark all subscribers created through this form as a VIP in Mailchimp. For more details on the VIP designation, be sure to check out Mailchimp’s guide on VIP status.
- Update the profile if this contact is already in an audience: Enabling this option will update a user’s profile in Mailchimp if they’re already an existing subscriber for that audience.
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. To do this, you can scroll down to the Custom Field Name section within the Mailchimp settings.
Here are the fields that Mailchimp offers for your subscribers by default:
- Email Address
- First Name
- Last Name
- Phone Number
You can add as many custom fields as you’d like to your integration by clicking the + (plus) icon.
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 added to the Select group(s) dropdown.
Conditional logic allows you to set rules for events based on the user’s selections in their form entry.
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 to choose which groups they get added to.
Frequently Asked Questions
Why are new subscribers getting added to my list as “opted out”?
When enabled, Mailchimp’s GDPR settings will automatically uncheck the opt-in options for any new subscribers. Mailchimp and WPForms each have their own separate GDPR agreements, so even if a user agrees to the GDPR agreement on your forms, Mailchimp isn’t currently able to see this and will assume the GDPR hasn’t been agreed to (and will remove the opt-in function from the user).
You can easily fix this by disabling Mailchimp’s GDPR settings within your Mailchimp account. For more details on how to do this, please see Mailchimp’s documentation.
Why aren’t my newsletters delivering from my Mailchimp account?
Configuring Mailchimp to send newsletters “from” free email service providers accounts, specifically Yahoo and AOL, can and will result in email delivery issues. For more details, please contact Mailchimp’s support team.
Why isn’t my Address field showing up in my Mailchimp account?
Currently, the WPForms Address field is incompatible with Mailchimp’s Address field, so this data can’t be directly passed. However, you can always build out your own Address Field with Single Line Text Fields and Dropdowns to send the information to Mailchimp that way.
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.