MailChimp integration

What is MailChimp integration?

MailChimp integration allows responses from your form to be inserted into a MailChimp mailing list.

In order to use this integration, you must have a Formsite account at the Pro 1 or higher service level and a MailChimp account with API access are required. Use the instructions below to integrate your form with MailChimp.

MailChimp settings

Use these steps to setup your MailChimp account to work with Formsite.

  • 1.

    Log into MailChimp.com.

  • 2.

    Click on the User menu in your MailChimp account and go to "Account->Extras->API keys" page.

  • 3.

    Create an API key and note it for later.

  • 4.

    Go to the Lists tab and create new lists or update existing lists.

  • NOTE: Your Formsite and MailChimp accounts are separate - we cannot retrieve any information regarding your MailChimp account for any reason.

    Formsite's MailChimp integration settings

    Log into your Formsite account and go to the "Form Settings->Integrations->MailChimp" page for your form and do the following steps:

  • 1.

    Enable integration.

  • 2.

    Enter MailChimp account API Key and click on Continue link.

  • 3.

    Select a MailChimp list.

  • 4.

    Map Merge Variables and/or Interest Groups to form items.

  • 5.

    Save the settings page.

  • Setting "Use Double Opt-in" to "Yes" will send an email to the form visitor with a confirmation link. After the user clicks the link to confirm, MailChimp will add the email address to the list. You can apply Results Filters to filter out subscribers depending on specified criteria.

    Collecting MailChimp results

    Once MailChimp integration has been set up, your form is ready to accept results. When a user fills out your form, the responses you have mapped to the Merge variables will be used to create a new Subscriber in your MailChimp list. If the mailing list has Interest Groups, subscribers will be assigned to Interest Groups depending on their preferences.

    NOTE: Your MailChimp account is independent of your Formsite account. Deleting results within Formsite will not delete or unsubscribe them from MailChimp.

    Tips and troubleshooting

    While mapping form items to MailChimp's "Required" Merge variables, we recommend you to map those with "Required" form items.

    While mapping form items to MailChimp's Interest Groups, the labels of the Interest Group must exactly match with the labels/choices of the Check Box item in your form.

    If a user is already subscribed to the MailChimp list then the list will update the user's information.

    If a user updates the subscribed Email Address field on the form, then a new entry will be created in the MailChimp list if the Email address is not already subscribed.

    Additional information

    When mapping a "Date" type Merge variable, select any of the following MailChimp supported Date formats for the Calendar item:

  • 1.

    YYYY-MM-DD

  • 2.

    YYYY/MM/DD

  • 3.

    MM/DD/YYYY

  • 4.

    DD-MM-YYYY

  • 5.

    DD.MM.YYYY

  • To import all results into your MailChimp account, download them in "Comma-Separated" (csv) format and then Upload the file to your MailChimp list.

    Maximum number of Merge variables and Interest Groups that a list can have is 30 and 60 respectively. If your form exceeds this limit, you can reduce the items for Import by creating a Results View and applying it on the Export page.

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