MailChimp Integration

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What is MailChimp Integration?

MailChimp Integration allows responses from your form to be inserted into a MailChimp mailing list. A Professional level FormSite account and a MailChimp account with API access are required. Use the instructions below to integrate a MailChimp mailing list with your FormSite form.

MailChimp Settings

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

  1. Log into MailChimp.com.
  2. Click the "Account" tab near the upper right. Then, go to the "API Keys & Info" 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->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.

MailChimp Integration Setup MailChimp Integration Setup

Setting "Use Double Opt-in" to "Yes" will send an email to the potential subscriber with a confirmation link. After the user confirms, MailChimp list will be subscribed. 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 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 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 Interest Group must exactly match with labels/choices of Check Box Form Item.

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

If a user updates the subscribed Email Address field on the form, then a new entry will be created in 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 Calendar Form 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" format and then Upload the file to your MailChimp account.

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 Results View and applying on Export page.

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