A Cozmoslabs Product

Mailchimp

MailChimp Add-on allows users to subscribe to your MailChimp lists directly from the Register form.
You can choose whether your new users are subscribed automatically or must confirm their subscription through the double opt in option. Also you can select if your automatically subscribed users receive a welcoming email.

Activating the MailChimp Add-on

MailChimp is an add-on, available with a Paid Member Subscriptions Pro license only.

After purchasing a premium version of Paid Member Subscriptions, you can check the following guide on how to install Paid Member Subscriptions.

After the installation of the Pro version, in order to activate the MailChimp add-on, go to Dashboard → Paid Member Subscriptions → Add-ons → MailChimp Add-on and click activate.

Settings

Enabling the Mailchimp add-on will open up a new section called Email Marketing that can be found under your Dashboard →  Paid Member Subscriptions →  Settings.

email marketing mail chimp authentication section

In the Authentication section you will be able to find the following fields:

To be able to customize the Welcome email as well as the Double Opt-In email templates, you will need to navigate to your Mailchimp Dashboard

Generate API Key

To generate your Mailchimp API key you will need to go to your Mailchimp Dashboard and under Profile → Extras → API Keys scroll down to Your API Keys section

mailchimp create api key page

Click on Create A Key. You will be prompted to name your API key. We suggest using a descriptive name, in case you will have multiple API keys in the future, to let you know what this specific API key is used for.

mailchimp name your api key page

After you are done with choosing a name, click on Generate Key. You will be presented with your API key. Make sure you copy it and add it to the API Key field in Paid Member Subscriptions as you will not be able to view this key again.

Get Audience ID

You can find your Mailchimp Audience ID by going to your Mailchimp Dashboard → Audience → under More Options click on Audience Settings. Here you will be able to see and copy your Audience ID.

mailchimp audience id page

Field Mapping

In the Field Mapping section you will be able to find the following features:

In this example we have mapped the First Name [FNAME] field from Mailchimp with the First Name field from our website. The same thing with the Last Name field.

Subscription Merge Tags

By enabling the Subscription Merge Tags option the plugin can automatically create contact attributes based on subscription plan tiers in your Mailchimp account.

email marketing field mapping exclude subscription tiers

For each tier of plans that is defined on your website, a number will be assigned and 3 attributes will be created in Mailchimp:

To view the assigned number for a particular tier on your website, you can go to the Edit Subscription Plan page of any plan from that tier.

Exclude Subscription Tiers

Using this option you can choose to exclude certain tiers from automatically creating merge tags. The dropdown shows a list of parent plans from each tier.

Multiple Subscriptions Per User

By default, users can subscribe to a single tier. In this case, manually created fields provide adequate segmentation in Mailchimp, though automatic fields are also supported.

If you’re using the Multiple Subscriptions Per User add-on, this functionality must be enabled to properly sync all of a user’s subscription tiers with the platform.

Subscribe Settings

This section lets you decide how user subscriptions should be handled using the following settings:

email marketing subscribe settings auto

When selecting Show Opt-in Checkbox you will reveal further configuration options:

email marketing subscribe settings show checkbox

Front-end

This is what the checkbox will look like on your forms:

email marketing brevo checkbox front end

The checkbox will appear on any form that the user can buy a subscription plan from, in case he is not subscribed already to the platform (new subscription, renew, upgrade, change etc.).

Update Newsletter Preferences

Once subscribed, a member can go to the Account  Edit Profile tab in order to update his choice.

email marketing pms edit profile form

The checkbox is always appearing on the Edit Profile form, regardless of subscribe settings.

Profile Builder Compatibility

By default, users registering to your website using the Profile Builder Registration form will not be able to subscribe to your newsletter. To allow them to do so, navigate to Profile Builder → Form Fields. There you will be able to add a new field called Email Marketing.

This field can be configured with the following settings:

email marketing profile builder field

This will add a checkbox that enables your users to subscribe to your Mailchimp Newsletter using your Profile Builder Registration form.

Email marketing Profile Builder registration form front end

The Email Marketing field will also show up on your Profile Builder Edit Profile page allowing your users to subscribe or unsubscribe later.

Email marketing profile builder edit profile form front end

Admin Options

Bulk Actions

This section allows you to apply actions such as Subscribe or Unsubscribe to multiple users at once. In order to have your users appear here, you will need to load them by pressing the Load Users button.

email marketing bulk actions load user

You also have the ability to filter your users based on the following criteria:

email marketing bulk action tab

View Subscribed Status of Members

You can view the Subscribed Status of your members by navigating to your Dashboard → Paid Member Subscriptions → Members → click on one of your members. In the Subscriptions section you will be able to find a field called Newsletter Status.

You can see what a subscribed user looks like in the image below:

pms edit member mailchimp subscribed

And this is what a user without a newsletter subscription looks like:

pms edit member mailchimp not subscribed

Edit Subscribed Status of Members

You are able to edit the Subscription Status of your members by navigating to your Dashboard → Users → All Users → edit your desired user. You will find the Subscribe to our newsletter field here.

users edit user page mailchimp newsletter subscription checkbox

Paid Member Subscriptions Pro

Accept (recurring) payments, create subscription plans and restrict content on your website. Easily setup a WordPress membership site using Paid Member Subscriptions.

Get Paid Member Subscriptions

The Ultimate Membership Bundle

Combine the power of Profile Builder with Paid Member Subscriptions to set up user registration, memberships, and recurring revenue.

Get 25% off with the bundle

Help & Support

We’re here to help you every step of the way.

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