Email Marketing is how modern businesses survive. If you’re having a contact form or any form on your website or blog and want to connect it to your email marketing provider like Mailchimp, then tutorial is for you. We’ll learn how to connect Mailchimp and WPForms in this article.
Don’t worry this isn’t a tough thing to do it. You’ll learn everything step by step.
In order to connect Mailchimp and WPForms you’ll have to follow this procedure and connect it accordingly.
Step 1: Create A Form In WordPress.
The very first thing you need to have in a form that you can connect with WPForms.
And in order to create form all you need to do is install WPForms plugin and activate it.
So in order to install it download the plugin, save it on your computer/laptop. Go to Plugins >> Add New and upload your plugin. Make sure to activate it for it work.
Our next step is to activate the Mailchimp Addon. So go to WPForms >> Addons to find the Mailchimp Addon.
You need to click on Install. It will install the addon. Then you’ll have to activate it.
Remember, you’ll need the Pro plan and higher of the WPForms subscription plan for this to work.
After the Mailchimp addon is activated, you should create a new form by going to WPForms >> Add New to create your form.
You’ll be asked enter a name for the form. In the example below you’ll be able to see how we create a form.
Also, we’re selecting a newsletter template, because we’re trying to collect the leads from the newsletter signup from the form and send it over to Mailchimp.
Because you’ve selected the newsletter template, WPForms will load up the template with the essentials already built up for you.
You are free to customize it to your liking or needs.
There are elements on the left panel that you can dragged and dropped to create an even more robust form.
If you want to add the GDPR agreement option, you can drag it from the left panel and add it.
Here’s why adding this GDPR complaint option will do – It will allow people to give you consent that you are storing their personal information for sending out marketing materials.
Take a look at the image below to get it done the right way.
You can free to customize the form fields as you like. Make to mention everything that’s important.
To tweak the settings of the GDPR compliance setting, you’ll have to go to WPForms >> Settings and make sure to check the GDPR Enhancements box. This should turn GDPR settings.
Let me explain what just happened. You’ve enabled GDPR enhancement features. This means the customer or the user has agreed to comply with GDPR by checking the box on the front end.
If you wish you can disable other option on that page.
After you’ve done customizing the form click on Save button to save the settings.
Step 2: Connect The Form To Mailchimp.
Now that you’ve create a form, you’ll have to connect it to your Mailchimp account.
In order to connect your form and Mailchimp, head over to Marketing >> Mailchimp.
Refer to the image below and select the right option.
After you’ve clicked on Mailchimp above, you’ll be asked to click on Add New Connection. button.
Then you’ll see a popup box that will ask you to enter a name for this connection. You can enter the form name.
This way everytime you create a conneciton, you can easily remember it and access it.
After you’ve entered a name, hit the OK button.
Only you click on the OK button, you’ll be asked to enter your Mailchimp API key on the next screen. You can find all of them inside your Mailchimp account.
To find it inside your account, navigate to Your Profile >> Extras >> API Keys.
If you find your API key, great. If not, create it.
You now have to copy that API key and paste it into the form below. Finally click on Connect.
If you see anything on the next page, you’ll be asked to select the right settings to configure the form correctly.
Select your Mailchimp account. Select the list and configure the rest of the required form settings by following the image below.
Finally, click on the Save button.
Step 3: Configure The Form Notifications.
If someone fills the form, you’ll want to be notified right?
Then our next step is to configure the notifications settings.
Enter the email address where you want the notifications to show up. By default it goes to the website admin.
You can use Smart Tags to send the form visitor a notification that the form info has been received.
Step 4: Configure The Form Confirmations.
Every form when you fill, you’ll see a confirmation message that shows up. Our next step is to confirm that.
When you display a confirmation message, it tells that visitor that the form info was sent successfully. Enter the thank you message as below or create your own custom message.
When you’re trying to configure that, you’ll see 3 types of confirmation from the drop down in the image above.
If you choose Message – you can display or write any kind of confirmation message.
If you choose Show Page – you can direct your visitor to a page you’ve built.
If you choose Go to URL – you’ll be able to simply redirect them to a different page or post.
Choose the one you need, based on your requirements or simply show a thank you message.
Step 5: Add The Form To Website.
Our final step is to add the form on the website.
You can choose to add it to your blog post, your contact page, any other special pages or even on your website sidebar.
Pick the form you want to add, select it from the dropdown. Click on Add Form and paste it onto your page.
If you publish it, this is how it will look like, just like how we built it.
So if you have got a contact form, this is how you get your form and Mailchimp account to get connected.
Every time someone submits the form, you’ll get notified, the visitor/user/customer will get notified. You’ll be able to direct that lead information onto your Mailchimp account.
That’s how you build a stream of leads right from your contact form and turn them into paying customers by using Mailchimp.