- 1 Install the MailChimp Add-on
- 2 Connect Profile Builder with MailChimp using the API key
- 3 Manage MailChimp Lists and Fields
- 4 Associate Profile Builder Fields with MailChimp Fields
- 5 Associate Profile Builder Fields with MailChimp Groups
- 6 MailChimp Subscribe Field
- 7 MailChimp Widget
- 8 How To
MailChimp allows users to subscribe to your MailChimp lists directly from the Register and Edit Profile forms. You can associate your MailChimp form fields with Profile Builder fields for each of your lists.
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 e-mail.
Install the MailChimp Add-on
MailChimp is an Advanced add-on, available with a Profile Builder Hobbyist or Pro license only.
After purchasing the add-on, the .zip file will be available for download under your account page by clicking the “Add-ons Download” button.
Once downloaded, you can install the add-on as a normal WordPress plugin, by uploading the .zip file in your WordPress Admin -> Plugins -> Add New -> Upload Plugin.
Alternatively, you can install the MailChimp add-on by extracting the folder found inside the archive and uploading the entire folder via FTP to your /wp-content/plugins folder found inside your WordPress install.
Note – For MailChimp add-on to work as expected, you’ll also need to have the following plugin installed and activated on your site:
- Profile Builder (at least v2.1.0)
Connect Profile Builder with MailChimp using the API key
In order to generate a MailChimp API key you will need to login into your MailChimp Account.
In the upper right side you will see your account -> Click on your name -> Profile -> Extras -> API keys -> Click on Create A Key.
You will need to add and save the generated MailChimp API key in Profile Builder -> MailChimp in order to load your MailChimp Lists.
Manage MailChimp Lists and Fields
To create a MailChimp List you will need to login into your MailChimp Account and click on Lists. Here you will be able to create your first List by clicking on the “Create List” button.
After you click on the “Create List” button you will be able to setup and save your first MailChimp List.
After we save the MailChimp list we will see it in the List page.
The next step is to setup the Signup Form. We can go to our Signup Forms if we click on the List name, in our case Monthly IT Newsletter, or if we click on the “arrow down” icon, displayed next to Stats button, and then on Signup Forms.
Note – To setup a Signup Form you must verify that you have permissions to send newsletters from the email address set inside Default From Email Address. You can verify the domain if you click on the List name -> Settings -> List name and Defaults -> Default From email address -> Verify domain.
We will select the General forms option for our MailChimp List. By default the Signup Form has only the Email Address, First Name and Last Name fields. In most cases this is sufficient when setting up a Newsletter but if you want to collect more user data we can add other extra fields.
Associate Profile Builder Fields with MailChimp Fields
If the API Key is valid the “Monthly IT Newsletter” list will be loaded and you will be able to edit it. In the Edit Panel of a list you will be able to associate each of the MailChimp Fields with Profile Builder Fields.
By default the Email Address field from MailChimp is associated with the Default E-mail field from Profile Builder and this cannot be edited.
If your MailChimp list contains the First Name and Last Name fields, they will also be associated by default with their corespondents from Profile Builder. The Profile Builder Phone, Avatar and Birthday fields were created in Profile Builder -> Manage Fields.
- If the Birthday Field in MailChimp uses the following date format: MM / DD / YYYY we will need to setup our Datepicker field format to mm/dd/yy in order to make it work
- If MailChimp fields are set to be Required then we need to set Profile Builder’s fields to be required also
- Double Opt-In – If you select double opt-in, the user will receive an e-mail to confirm the subscription
- Send Welcome E-mail – If checked will send an e-mail to welcome the user to the subscribtion area
In the Edit Panel we can set Extra Options:
Double Opt-In Email Template
To customize the Double Opt-In Email template sent by MailChimp you will need to go to Lists -> Click on the List Name -> Signup Forms -> General Forms.
In “Forms and response emails” drop-down select the Opt-in confirmation email.
Send Welcome E-mail Template
To customize the Send Welcome Email template sent by MailChimp you will need to go to Lists -> Click on the List Name -> Signup Forms -> General Forms.
In “Forms and response emails” drop-down select the Final welcome email.
Associate Profile Builder Fields with MailChimp Groups
You may want to add users into certain MailChimp Groups, depending on the information they provide through Checkboxes, Radios or Select Drop-downs Fields, so that you can better segment your campaigns. To do this, you will have to associate MailChimp Groups with Profile Builder Fields, the same way as with field associations.
For example lets say you have a Checkbox Field in your Signup form called Favorite Animals with 2 options: Dogs and Cats.
You will need to go to Profile Builder -> Manage Fields and add a checkbox field with the Field Title: Favorite Animals and in Options / Labels add: Dogs, Cats.
Now if you go to Profile Builder -> MailChimp -> Your list -> Group Associations -> Pair Favorite Animals with the Favorite Animals ( Checkbox ) created in Manage Fields.
MailChimp Subscribe Field
Once the add-on is active the MailChimp Subscribe field will be added to the fields drop-down in Manage Fields. Here you will select the list you wish your new users to be added to.
By default the field shows both on Register forms and on Edit Profile forms, but you can hide it from the later if you wish. Also you can set it to be “Checked by Default” or you can setup a Conditional Logic rule.
MailChimp Subscribe Field in the Registration Form
In the front-end part of your website the field will be displayed as a checkbox. If the users check this option, when the registration is complete the data of the fields that have been associated with the MailChimp Fields will be sent to MailChimp and the new user will be subscribed to the list you have selected.
Double Opt-In option
If the “Double Opt-In” option is checked then after Registration this is the email received by the user.
After clicking on the “Yes, subscribe me to this list.” button we will need to validate the reCAPTCHA in order to confirm our subscription.
After confirmation users can continue to your website or manage their preferences.
In the Manage Preferences section users can update their data or Unsubscribe from the list.
Send Welcome E-mail option
If the “Send Welcome E-mail” option is checked then after Registration this is the email received by the user.
When we created the Monthly IT Newsletter List we checked in the Notification section the “One-by-one” option. This is the email notification that we receive for each of our new subscriber.
Clicking on the View Subscriber button will take you to the user’s profile in MailChimp.
We will be able to view our subscribers if we login into our MailChimp Account and go to Lists.
If we click on the List Name we will be able to view each subscriber and their data.
Since the user checked in the Favorite Animals field the “Dogs” value we will see that user in the “Dogs” Group.
MailChimp Subscribe Field in the Edit Profile Form
Users can subscribe or unsubscribe from the list if they login and access the Edit Profile Form created by Profile Builder.
The add-on comes with a built-in widget that you can place in any widget area. By default the widget has only the Email Address, First Name and Last Name fields from each list, and you can select which of these to display.
If all three fields are selected, in the front-end part of your website, the widget will look something like the one bellow.
Note – If inside your MailChimp List you have Extra Fields that are Required the Widget will not work. You will need to create a new list that uses only the default fields: Email, First Name and Last Name or use the existing list and make sure the Extra Fields are not Required.
If a field is required, on submission, the user will be prompted with an error.
If everything worked fine, the user will receive a thank you message and will be subscribed to the list you have selected.
Setup a MailChimp Campaign
There are a lot of names for the email you send with MailChimp: mass email, newsletter but MailChimp call each email message a “campaign“. MailChimp Campaign Builder walks you through building a campaign, step by step.
MailChimp covers a few basics about Campaigns in this article, including what you need to know before you start building a campaign, and an overview of the MailChimp Campaign Builder tool.
Import Users into MailChimp
In order to import users into your MailChimp list you will need to follow this tutorial.
MailChimp is an Advanced add-on, available only with a Profile Builder Hobbyist or Pro license.