MailChimp Forms

This is an online web form tool from MailChimp, the popular online email marketing service provider.

By installing this integration, you can push the lead details to OnePageCRM via an online form. The newly created contacts are automatically assigned Next Action, lead source, contact owner, status and tags. Also every time a new lead is submitted the contact owner is notified by email.

Follow instructions below to activate lead capture in OnePageCRM via MailChimp forms:

  1. Go to Apps > Integrations (see A).
  2. Click on the MailChimp Forms logo under the Lead Generation Apps category (see B).
  3. On the MailChimp Forms page, click on the Install button to enable this integration (see C).
  4. Once this integration is installed, you are brought to the Configuration tab.
  5. In Step 1, create a form from an existing MailChimp list as per below:
    • Login to your MailChimp account and go to Lists.
    • Choose the list from which you want to generate the form > select the Signup forms drop-down option (see D).
    • Choose one of the four signup form options: General forms, Embedded forms, Subscriber Pop-upForm integrations by clicking Select.

  6. After selecting a signup form,  go to add a field tab and select a field type to add an extra field to the form.
  7. In the field settings tab, set your preference by entering field label and field tag, set field visibility. The field tag name in MailChimp form must exactly match the standard contact field name in OnePageCRM as shown in the Mapping Tips section.
  8. MAPPING TIPS
    • Standard MailChimp form fields such as: "first name (fname)", "last name (lname)", "email", "phone", "website", "address", "country", "state" or "province", "zip" are automatically matched to the same name OnePageCRM contact fields.
    • If "name" MailChimp form field exists the first word will be mapped as first name and any words after this are considered as last name.
      • If the MailChimp form contains "last name" and "name" fields, first name is taken from the "name" field and the last name is taken from the "last name" field.
      • If the MailChimp form contains "first name" and "name" fields, first name is taken from the " first name" field and the last name is taken from the "name" field.
    • If you add a Text field and label it Company, Organisation or "Organization" in MailChimp, we will map that field to OnePageCRM's Organization field.
    • If you add a multi-line text field and label it "Background" in MailChimp, we will map that field to OnePageCRM's Background field.
    • If MailChimp form field tag and type in MailChimp has the same name and type as a Custom field in OnePageCRM, we will map them. For example Coupon (Single line) - MailChimp to Coupon (Single line) - OnePageCRM etc.
    • All other form fields that are matched to a non-existing OnePageCRM field are stored as a Note under the contact's timeline.
  9. Return to OnePageCRM's MailChimp Forms Configuration and in the Step 2: Connect MailChimp Form to OnePageCRM copy Callback URL (see E).
  10. To connect MailChimp forms with OnePageCRM:
    • Open your list in MailChimp.
    • Go to Settings > Click Webhooks (F) > Click Create New Webhook.
    • Paste the copied URL from above into the Callback URL field (see G) > Leave send updates preferences as set by default > Click Save.
  11. Return to OnePageCRM's MailChimp Forms Configuration and in Step 3Configure the data capture in OnePageCRM section, set the default parameters to be gathered from MailChimp form leads:
    • Enter MailChimp List ID (see H). To get the List ID in MailChimp: Go to Lists > Select your list > Settings > List name and defaults.
    • Set Next Action text and date.
    • Set Lead Source by selecting an option from the drop-down list.
    • Set Status by selecting an option from the drop-down list.
    • Apply tags.
    • Set a Team member as the owner of new contacts submitted via this form
    • Set Notification email to Yes, if you wish to be notified about creating a new contact from the form submission.
    • Click Save to submit your settings (see I).
  12. Add another MailChimp form

    To link a form to your OnePageCRM account click on  Add another MailChimp form link and follow the configuration steps above.

    Edit an existing MailChimp form

    To edit a MailChimp form configurationm click on the pencil icon in the top bar of the existing landing page, update the settings and click Save.

    Delete a MailChimp form

    To delete a MailChimp form click on the bin icon in the top bar and click OK in the warning message.

    How to pin MailChimp Forms to the Apps menu

    To pin the MailChimp Forms integration to the Apps menu (see J), select the check-box: Pin this application to the Apps menu (see K). 

    NOTES
    • By default, First Name, Last Name and Email address are visible fields in the automatically generated form. The rest of the fields are hidden.
    • When adding an extra field to the form, ensure that the field visibility is set to hidden if you do not want your leads to see private information.
    • Every time a new Callback URL is generated or integration re-installed in OnePageCRM, the URL has to be changed over in MailChimp. Go to your list > Settings > Click Webhooks > Change Callback URL.
    • MailChimp integration can be enabled and configured by Account Owner or Administrator user.
    • MailChimp offers a Free Plan including 12,000 emails per month for up to 2,000 subscribers.

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