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How to Use the MailChimp Add-on with Pie Forms

Mailchimp is an all-in-one marketing platform that helps small businesses reach their goals faster. MailChimp in Pie Forms lets you sync the registered users of your website with your MailChimp account. Once a user signs up and gives consent to use his data as per the GDPR compliance law, it is automatically added to your MailChimp list.

This tutorial will show you how to use the MailChimp Add-on to add your new and existing users to the MailChimp list in Pie Forms.

If you are new to Pie Forms, you may want to look at How to create your first Form with Pie Forms.

Setting up MailChimp #

To use the MailChimp add-on for Pie Forms, you must first have a MailChimp account. If you are a first-time user, you can Sign-up from here.

MailChimp lets you create an account for free. Once done, follow the steps below to locate your API key, which would help you integrate your MailChimp account with Pie Forms.

Once logged-in to your MailChimp, click on the Account name on the bottom-left corner of the sidebar and click on Profile. Click on Extras and select API Keys from the dropdown. You will find your API key in the table.

INSTALLING AND ACTIVATING MAILCHIMP #

To install and activate the MailChimp Add-on in Pie Forms, follow these steps:

  • To get the add-on package, log in to your Genetech Store Account and download the Add-on.
  • Login to your WordPress admin dashboard.
  • Click on Plugins>>Add New>>Upload Plugin.
    Mailchimp Add New Plugin
    Mailchimp Upload Plugin
  • Locate and install it.
  • Once it is installed, click on Activate.
    Activate Mailchimp Addon
  • The plugin will show up in the list of plugins.

Connect MailChimp with Pie Forms #

Once the add-on is activated from the Pie Forms admin dashboard, go to Pie Forms>>Marketing.

Mailchimp Marketing Menu

Enter your MailChimp API key to connect your account with Pie Forms

To use the MailChimp Add-on, we will have to enable the GDPR from the Global Settings.

Go to Global Settings >> General Tab. Enable the GDPR checkbox in the Global settings and add the GDPR agreement field to your forms.

Global Settings Enable GDPR

GDPR Agreement

Mapping the Form Fields with MailChimp #

From the form editor, go to the Form Settings tab >> MailChimp. Select the mailing list to which you want your registered users to be added.

Mailchimp Tab Form Setting

Next, you will see the Mapping Fields, which will display all the selected form fields of your form. From the dropdown, select the MailChimp field you would like to map with your form field.

Mapping Fields Mailchimp

Mailchimp Fields Tags For Merge

For every individual form, you need to map your form’s fields with the fields of your MailChimp account to save the user’s data in the correct mailing list.

Mailchimp Tags

(The above screenshot is from the MailChimp account to display the tags we map against the MailChimp form fields.)

Opt-in Method #

Now select the OPT-IN METHOD to auto-add the users to the Mailchimp list on form submissions.

  • The Single Opt-in method will directly add the user to the MailChimp list on form submission.
  • In Double opt-in, the user will receive a confirmation email to verify if he wants to be added to the subscribers’ list.

Single Double Optin

That’s it! Your MailChimp account is now connected with Pie Forms. Was this article helpful?