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How to Use the MailChimp Add-on with Pie Register

MailChimp is an all-in-one marketing platform that helps you design and manage your email campaigns like a pro. Emails have been a constant and the most effective method for businesses to reach new, existing, as well as future customers. With MailChimp, you can handle your email marketing hassle-free.

MailChimp Add-on in Pie Register #

Pie Register’s MailChimp Add-on allows you to 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.

How to Use the MailChimp Add-on with Pie Register #

 In this tutorial, we will show how to use the MailChimp add-on to add your new and existing users to the MailChimp list in Pie Register.

If you are new to Pie Register, you may want to take a look at How to create your first Registration Form using Pie Register.

Step 1: Setting up your MailChimp Account

To use the MailChimp add-on for Pie Register, 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, that would help you integrate your MailChimp account with Pie Register.

  • 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 Extra sand select API Keys from the dropdown. You will find your API key in the table.

Step 2: Activating the MailChimp Add-on for Pie Register

  • If you are using Pie Register Premium, all features and add-ons are part of the package and you can simply activate the MailChimp add-on from the list of plugins. Then under the Help > Licence Tab, click the activate button.
  • If you are a Pie Register Basic user, you can buy the MailChimp add-on separately. Just activate the add-on from the list of plugins and then add the License key and Email-address under the Help > Licence Tab. Click on the Activate button.

Step 3: Connecting your MailChimp Account with Pie Register

  • Once the add-on is activated, go to Pie Register > Marketing.
  • Enable the MailChimp add-on and enter your MailChimp API Key to connect your account with Pie Register.

Global Settings

After adding the API Key, you can now configure the Global settings that will work on all the registration forms of Pie Register.

Opt-in Method: Choosing Single Opt-in will add the user directly to your MailChimp list as soon as he registers. In Double Opt-in, the user receives a confirmation email to verify if he wants to be added to the list of subscribers.

Note: The user will not be added to the mailing list immediately after registration if the Verify and Moderate feature is activated. The user will be added only once the user is verified.

Select Mailing List: Select the Mailing list in which you want your registered users to be added. In case if you are unable to find your mailing list in the dropdown, you may have to click on the Refresh button next to the Mailing list.

Show Text on Registration Form: You can customize here the message for the checkbox to take the user’s consent and make your form GDPR compliant. This message will be displayed on your front-end registration form.

Save the Settings.

Individual Form Settings: Mapping Form Fields with MailChimp

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

Assign Mailing List: You can assign different mailing lists for individual registration forms. If not selected, Global settings would work.

Select the Opt-in Method: Select whether you want the users to Auto-add (Single Opt-in) or via Double-opt-in. If not selected, Global settings would work.

Actions: Click on the Merge fields button and map the form fields to save the user data under the respective columns.

Merge Fields will display all the fields of the selected individual form. Select the MailChimp field from the dropdown that you would like to map with your form field.

Save the Settings.

Note: You can find the MailChimp field names/tags from your MailChimp account. Go to your MailChimp Dashboard > Audience > All Contacts

From the Settings (dropdown) > Audience fields and Merge Tags.

Important: If you will not map and merge the fields for the individual forms, only the Email Address of the registered user will be added. No additional field data is saved.

How to Bulk Import your Existing Users to MailChimp #

You can also bulk import the existing users of your registration form to your MailChimp Mailing list.

Select the Mailing List and the Registration form and click on Export. All the previous registered users will be added.

The users which couldn’t be added will be displayed in a CSV error log file, with their respective email addresses as well as the reason for failure.
Mailchimp - CSV Error log

Note: Bulk importing users can affect your GDPR compliance as this adds all the users registered through the selected form, with or without their consent.

Are you still using Pie Register basic? Upgrade to Premium Now and enjoy the premium features and add-ons.

OR

Buy the MailChimp Add-on for Pie Register as a separate add-on.

Conclusion:

That’s it. Your MailChimp account is now connected with Pie Register. All you have to do is design and manage your email campaigns using MailChimp using all the user data from your registration forms.

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