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How to Allow Users to Select MailChimp Groups in Your WordPress Form

Last updated on Aug 17, 2017 by Shahzad Saeed

Are you looking to segment your subscribers by their interests? Segmenting your subscribers into a group by their interests and preferences allows you to build a highly engaging email list.

If you’re using MailChimp, you can use its Groups feature that lets you target subscribers by their interests or preferences within a single list, so you don’t have to manage multiple lists with overlapping subscribers.

In this article, we’ll show you the easiest way to create a custom MailChimp group signup form.

Before we dive into MailChimp groups, let’s take a look at the most effective strategy to boost email engagement: email segmentation.

What Is a Segmented List?

In email marketing, email segmentation is a powerful way to categorize your subscribers into distinct groups based on different characteristics such as user activity, interests, preferences, etc. Segmenting your subscribers into groups allows you to send highly targeted emails to each group addressing their common characteristics.

Since the emails you send to each group are highly targeted, it’s much more likely that the recipients will read and engage with your emails.

If you’re using MailChimp, the easiest way to segment your subscribers is by using the Groups feature. Using MailChimp Groups, you can allow your subscribers to check off their interest while subscribing to your list. This way you can add each subscriber to a relevant group within your list, so you don’t have to manage multiple lists with overlapping subscribers.

Now let’s take a look at how to allow users to select MailChimp groups in your WordPress Form.

1. Create a Custom MailChimp Signup Form

First thing you need to do is install and activate the WPForms plugin. For more details, read how to install a plugin in WordPress.

To integrate your form with MailChimp, you’ll need to install the MailChimp addon and then, create a newsletter signup form.

For a step by step tutorial, you can read how to create a MailChimp signup form in WordPress.

2. Add MailChimp Groups

After creating a basic signup form, you need to add a checkboxes field to your form.

In the checkboxes field, you can allow your subscribers to choose groups by their interests or preferences. If you only want them to be able to select one group, you can use a multiple choice or dropdown field instead.

For the sake of this example, let’s add 2 groups: Interest 1 and Interest 2. See the screenshot below.

select the right group

Next, click the Marketing tab in the left taskbar, and click MailChimp. Now scroll down the page until you find the Enable Conditional Logic checkbox. Just click on it.

mailchimp groups marketing settings

In the Select Field dropdown, choose the checkboxes field you just added to your form. In our case, the name of the checkboxes field is Select the Right Group. Then click the Select Choice dropdown, and choose the first group from the list. In our case, it is Interest 1.

Then click Add New Connection.

click add new connection

A dialog box will pop up asking you to name this connection. Enter any name addressing the second group and click OK.

You need to repeat the above steps in this connection as well. That means you need to scroll down and enable the conditional logic checkbox. Then choose the second group from the list, and then Save the form.

mailchimp groups select group

That’s it!

You’ve just created a MailChimp signup form and added 2 groups to your form so your users can select it based on their interest.

If you’re looking to grow your email list, using the right tools is essential. Read 4 best lead generation plugins to grow your list.

What are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

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  2. I am new to segmentation and I am using a different platform. This post gave me an idea what to do next and I guess I have to learn more on how to do this on the platform I am using. Is there a way for you to make another post for another platform? like a tutorial? Thank you in advance.

  3. Thanks – but how about this: you have 20 categories and 20 tags and you want to allow people to subscribe to posts that include a combination of a specific category and a specific tag – would that be possible in this approach?

    1. Hi Julian,

      MailChimp does allow you to add custom fields to users on your lists, so you could send some specific data from your form(s) to MailChimp and then potentially segment your lists from there.

      To see if this might fit what you have in mind, here’s MailChimp’s tutorial on segmenting mailing lists. Since this approach would mainly involve setting up segmentation in MailChimp it may be worth contacting their team if you have any questions about how this might work.

      And if you have any questions about getting the MailChimp addon set up in your forms, or are looking for further details on the forms end of this integration, please get in touch 🙂

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