Sync Leads with MailChimp

Convert Forms offers seamless integration with MailChimp email marketing service. Connecting Convert Forms to your MailChimp email list is very easy. Follow our step by step guide on how to connect Convert Forms with MailChimp.


1. Addon Installation

  • Navigate to Components > Convert Forms > Addons
  • Click the Install button for the MailChimp Addon. If it's already installed you can move on to the next section.

mailchimp convert forms addon

2. Campaign Setup

To setup a Campaign with MailChimp, follow the steps below.

mailchimp campaign convert forms

  • Navigate to Components > Convert Forms > Campaigns
  • Create a new Campaign by clicking New
  • Type a name for your Campaign. This name can not be seen by anyone else but you.
  • For the Sync Leads > Choose Service selectbox choose MailChimp. If you can not find the MailChimp option then you do not have the MailChimp Addon installed and activated. In that case, please go back to the top of the article and see how to install the mandatory addon.
  • Save the Campaign for the special MailChimp fields to show up.
  • MailChimp needs:
    • An API Key: Where to find it
    • A List ID: Once you click the "Lists" button as shown in the screenshot above, a dropdown of your available Lists will appear and you can select the List you are interested in populating.
  • Click Save & Close

3. Disable MailChimp Double-Optin

In case you do not want to notify the user of his subscription to your MailChimp mailing list, you can choose No for the Double Optin option in the campaign setup screen.

4. Enable Update Existing User

There will be cases where an existing user subscribes to your mailing list once again with the same or different extra data. For whichever reason, you are able to update any existing user with his latest data if you choose Yes for the Update existing user option in the campaign setup screen.

5. Email Field

For a Convert Form to successfully store an email address to your MailChimp account it needs to have an email field. This field is already set up at the time of creating the form and you don't have to change its input value as it is already configured for you.

convert forms email field

6. MailChimp MERGE Tags

In order for you to store more user data than just an email, you must utilize MailChimp's MERGE Tags.

You can configure your MERGE Tags through your MailChimp Dashboard. To do that, navigate to the list you had set up previously while configuring the addon and follow the steps in the screenshow below.

mailchimp merge tags list settings

Once there, you'll see a screen like the one below in which you are able to identify and set the extra fields needed to collect more user data. As you can see in the screenshot below, as an example, we have the fields FNAME and LNAME to collect the first name and the last name of the user respectively.

mailchimp merge tags

With the fields you have configured on your MailChimp Account, you can now proceed and use the same ones in your Convert Form. For example, we used our FNAME and LNAME tags in our Convert Form in the screenshow below.

mailchimp convert form fields

7. MailChimp Interest Groups

In case you have created some Interest Groups in your MailChimp List, you can configure your ConvertForm to assign subscribers to those Groups.

Essentially, it is recommended that you create a field which is either a Checkbox Type or a Dropdown Type since these are the same field types that you can also choose in MailChimp while creating an Interest Group.

For a Field Name you must type in the name of the Interest Group and for each value you must type the same names of the values that you have created for that specific Interest Group. Let's see an example.

In the screenshot below we have create an Interest Group called "Colors" and for its values we have added "Blue", "Red" and "Yellow".

mailchimp-interest-groups-example

Therefore, in our ConvertForm we have created a Checkbox field with the field name "Colors" and as checkbox choices we have added "Blue", "Red" and "Yellow".

mailchimp-interest-groups-in-convertforms

8. Assign form to Campaign

Of course don't forget to assign the form to our newly created Campaign! See the screenshot below to understand where to assign it.

mailchimp convert forms assign

BLACK FRIDAY SALE 30% off any Tassos.gr extension. Coupon code BLACKMONDAY17