Simple Email Marketing [Mailchimp and WPForms]

Last Updated on August 6, 2021 by Roshan Parihar

Do you want to connect WPForms and Mailchimp on your WordPress website?

After making the connection between Mailchimp and WPForms, you can easily generate more leads directly from your WordPress website. It sends form entries to your Mailchimp email list on autopilot.

If you are doing email marketing, you can easily grow your email lists by connecting your form leads with Mailchimp. It can help you generate more conversions and sales with email marketing.

In this post, you will learn how to connect WPForms and Mailchimp with the step-by-step guide given below.

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How to Connect WPForms with Mailchimp (Step-by-Step)

To connect your WordPress website form signups with Mailchimp, I recommend you to use WPForms as it is the #1 best form builder plugin for WordPress. It is the highly 5 stars rated plugin in the WordPress repository.

You have to install and activate the WPForms plugin on your WordPress website to start using its features. To collect leads to your Mailchimp email list requires a ‘Plus’ or higher license of WPForms plugin. However, I recommends the ‘Pro’ plan to get all essential features in one single pack to grow your business.

So, let’s get started.

Step 1: Create An Account with WPForms

First of all, open the WPForms homepage to start creating your account. You can also use the button given below to visit WPForms homepage.

➜ Click Here to Go to WPForms Homepage

On the homepage, click the ‘Get WPForms’ button given at the top right corner of the homepage. It will take you to the WPForms pricing page.

There are four plans given on the pricing page and you can choose the ‘Plus’ plan or higher to get the ‘Mailchimp’ addon. However, I recommend you to choose the ‘Pro’ plan that gives the ‘Mailchimp’ addon and other essential features to grow your business.

To select the plan of your choice, you have to click the ‘GET STARTED’ button given under each plan.

All plans of WPForms comes with a satisfaction guarantee to buy any of its plan with confidence. The founder of the plugin guaranteed a 100% no-risk money-back guarantee. If you are not satisfied or experience any problem with the plugin, they will happily refund all your money back with no questions asked.

After you have selected your preferred plan on the pricing page above, a checkout page will open where you will get a form to fill in your account information and payment information.

Enter your name, email, phone number, and password in the account information. Select your preferred payment method to complete the purchase.

When you have completed making the payment, you will get an email to your email id that you have provided in the account information above. You need to log in to your email account to open the mail from WPForms and click the verification link to confirm your email id. This is required to complete creating your WPForms account with a verified email id.

Step 2: Install WPForms Plugin and Enter Activation Key

After you have completed creating an account with WPForms, you have to install the WPForms plugin on your WordPress website to connect with WPForms ‘Pro’.

For this, you have to log in to your WordPress website dashboard and open the menu option Plugins >> Add New.

A page will open where you have to search for the ‘WPForms’ plugin as showing in the image below. When you found the plugin, click on the ‘Install’ button given under the plugin to install and activate the plugin on your WordPress website.

Now, visit your WordPress website dashboard menu option WPForms >> Settings. Here, you need to enter your WPForms ‘Pro’ account license key that you can receive from your WPForms account created above.

After you enter the license key, you have to click the ‘Connect’ button to connect with your WPForms account.

Now, let’s install the Mailchimp addon on your WordPress website.

Step 3 Install Mailchimp Addon

To install the Mailchimp addon of WPForms, visit your WordPress dashboard menu option WPForms >> Addon as indicated in the image below.

Here, you will get many addons and you have to find the Mailchimp addon and click the ‘Activate’ button to make it active. The below image indicated that the addon is activated.

Now, let’s create a leads generation form and connect it with the Mailchimp email list where you want to send leads with this form.

Step 4 Create Newsletter Generation Form Using WPForms

To create a lead generation form on your website using WPForms, visit the WordPress dashboard menu option WPForms >> Add New.

You will get a page where you have to enter a name to the lead generation form that is helpful to easily identify from other forms.

The WPForms plugin comes with many pre-made form templates that can be useful to create forms with just a single click. You have to select the ‘Create a Newsletter Signup Form’ template to get the pre-made lead generation form template. The template contains pre-defined form fields that you can change using the drag-n-drop builder.

A page will open that displays the pre-made newsletter form template with pre-defined form fields. The form contains two input fields for the ‘Name’ to enter in the form. But, you can make the name field more simple by converting it to a single input box to collect names of leads.

You have to click the input box as indicated below to make the ‘name’ input field single. This displays the field options for ‘Name’. To convert the name field to a single input box, you have to select the ‘Simple’ option given in the ‘Format’ dropdown.

The ‘Name’ field gets converted to a single input field to display to your users. You can leave the ‘Email’ field and the button as it is and click the ‘Save’ button to save the form and proceed further to configure the form.

Now, let’s make settings for the form to configure it properly.

Step 5 Configure Signup Form Settings

When you have done creating the lead generation form, you can start making settings to properly configure the form to display the required output on form submission.

To make configuration settings, you have to click the ‘Settings’ option. There are three setting options that you have to configure that are General, Notifications, and Confirmations.

General Form Settings

To configure general form settings, you have to click the tab Settings >> General that displays the general options as showing in the image below.

Here, you can configure various general setting options like Form Name, Description, CSS class, Submit button text, and Submit button processing text.

The general setting can also be useful to enable Ajax form submission for your form to allow form submission without any page refresh.

Notification Settings

The Notification setting is useful to show the notifications to your users on form submission. To make this setting, you have to click the setting option tab Settings >> Notifications.

Here, you can change the default settings like the sender email address, email subject, from the name, and from email.

It can also be useful to set options like reply-to and messages from the users. The setting option contains smart tags to display all form fields as a result.

Confirmations Settings

The confirmation settings can be useful to display confirmations to your users when they submit the form. To make this setting, you have to click the setting option tab Settings >> Confirmations

It displays various setting options where you can change the message types and add a confirmation message to display on form submission.

The setting can also useful to configure options to display a different page to users or redirect to other URLs on form submission.

Step 6 Connect WPForms and Mailchimp Account

After you have completed creating the lead generation form, it’s time to connect the form with Mailchimp. You have to click on the ‘Marketing’ tab and click the ‘Mailchimp’ option as indicated below. After that, you have to click the ‘Add New Connection’ button to connect with your Mailchimp account.

Furthermore, you will get a popup where you have to enter a name for the connection and click the ‘OK’ button.

After that, you will get a page where you have to enter the API key of your Mailchimp account to connect with the form. To get the Mailchimp API key, you need to login to your Mailchimp account.

On the Mailchimp dashboard, visit your Mailchimp ‘Profile‘ and click the menu option Extras >> API Keys. Here, you will get your Mailchimp API key in the location as indicated below.

Now, go back to your WPForms page and enter the Mailchimp API key and account name. After that, click the ‘Connect’ button that connects your form with your Mailchimp account.

After making the connection of WPForms with Mailchimp, you have selected your Mailchimp account as indicated below. Also, select an email list where you want to send leads from this lead generation form. Make other settings as showing in the image below.

You can also enable the conditional logic to apply various conditions for the connection of leads and Mailchimp.

Step 7 Embed Signup Form Using Shortcode

After you have done with all the above setup, you can embed the lead generation form to your WordPress website posts and pages using a shortcode. It is the easiest method to place your created forms anywhere on your website.

To embed the form, you have to click the ‘EMBED’ button in indicate below given at the top-right corner of the screen.

A popup will open where you have to click the link ‘use a shortcode’ to get the shortcode. After that, copy the shortcode and paste it on your website where you want to display the lead generation form.

After adding the shortcode, you can check the posts and pages of your WordPress website to see the form.

Now, your lead generation form is live and each time the user signup with your form, it gets saved automatically to the Mailchimp email lists that you have selected for the form.

Conclusion

WPForms is the #1 best form builder plugin that is helpful to create any type of form like registration form, signup form, payment collection form, survey forms, and many more.

WordPress leads and Mailchimp can easily be connected using the WPForms plugin on your website. You can easily create a lead generation form using the pre-made WPForms templates.

Now, Anytime your WordPress website visitors fill out the form, the leads are automatically added as a new lead to your chosen Mailchimp account email list.

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I hope this post helps you to easily find the best plugin that helps you connect WPForms and Mailchimp. If you have any queries regarding the tutorial given above, please comment below.

Also, tell me, Are you using WPForms to connect your WordPress website forms with Mailchimp? do comment below.

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