MailChimp Forms

Connect your Mailchimp Audience with OnePageCRM to capture new leads through sign-up forms quickly and automatically. Contacts are automatically assigned a Next Action, Lead source, Contact owner, Status, and Tags so you know exactly where they came from and are reminded to follow up.

Please note:

You will need a Mailchimp account to connect it to OnePageCRM.
Just to let you know Mailchimp offers a free plan that allows you to send 1,000 emails per month to up to 500 subscribers.
Only Account Owners or Administrators can configure and manage the integration.

In this article:
How to install Mailchimp forms
Configure Mailchimp Forms
How to add/edit/remove connected Mailchimp Audiences

How to install Mailchimp forms

Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Lead Generation apps click on Mailchimp Forms → click Install.

Apps and Integration page l Mailchimp Forms

Configure Mailchimp Forms

Create Mailchimp Sign up forms	Mapping tips
Create additional form fields in Mailchimp	Connect Mailchimp Forms to OnePageCRM

Create Mailchimp Sign up forms

Login to your Mailchimp account → Under the Audiences dropdown select Signup forms → scroll down to Form builder and click on Create new form.

Mailchimp l Audience l Sign-up forms l Create new form

Note: If you have multiple Audiences, select the appropriate one first.

Select a form type:

Embedded Form

Pop-up Form

Sign up landing page

Mailchimp l Audience l Sign-up forms l Select form type

Once you choose a form type add details to the required fields and click Begin.

Add a name for the form

Select an Audience to which the submitted contacts will be added

Mailchimp l Audience l Sign-up forms l Add form name and select Audience

Make the necessary selections → click on Continue.

Form Fields - If you require more than the provided fields, you can create more form fields in Mailchimp, see here.

Settings

Tags

Referral Badge

Mailchimp l Audience l Sign-up forms l add form fields, settings, tags and referral badge

Create additional form fields in Mailchimp

Login to your Mailchimp account → Under the Audiences dropdown select Signup forms → scroll down to Form builder and click on Manage forms.

Mailchimp l Audience l Sign-up forms l Form builder l Manage forms

Under the Form builder section, ensure to select Signup form from the dropdown.

Mailchimp l Audience l Sign-up forms l Form builder l Select sign-up forms

Scroll down to the Build it section → on the right-hand side click on the arrow icon to select an option under Add fields.

Mailchimp l Audience l Sign-up forms l Form builder l Builder l Add field

Configure the field under Fields settings → click on Save Field.

Field label - Name of the field

Field tag

Required field

Field visibility

Help text

Default merge tag value

Mailchimp l Audience l Sign-up forms l Form builder l Builder l Field Settings

Notes:

The Field tag name in the Mailchimp form must exactly match the standard contact field name in OnePageCRM (as shown in the Mapping Tips section).
By default, the fields for the 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.

Mapping tips for Mailchimp Forms

Standard Mailchimp form fields are automatically matched to the same OnePageCRM contact fields.
That includes: "first name (fname)", "last name (lname)", "email", "phone", "website", "address", "country", "state"/"province", "zip"
If there is a "name" Mailchimp form field, the first word will be mapped as the first name and any words after this are considered as the last name.
- If the Mailchimp form contains "last name" and "name" fields, the 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, the 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 the field tag and type in the Mailchimp form have the same name and type as a Custom field in OnePageCRM, we will map them.
E.g. "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.

Connect a Mailchimp Audience to OnePageCRM

Once the sign-up form has been created in Mailchimp, navigate to OnePageCRM → Mailchimp Forms Configuration page.

Under 2. Connect Mailchimp Audience to OnePageCRM → copy the Callback URL.

Notes:

If you need a new key, click on the Generate one link, below the Callback URL field.
Every time a new Callback URL is generated or integration is re-installed in OnePageCRM, the Webhook URL has to be updated in Mailchimp as well.

Go to your Audience → Settings → Click Webhooks → Edit Callback URL.

Return to your Mailchimp account → under the Audiences dropdown select All contacts → select the appropriate Audience → in the Settings dropdown click on Webhooks → click on the Create Webhook button.

Mailchimp l Audience l All contacts l Select Audience l Settings l Webhooks

Paste the copied URL from above into the Callback URL field → leave the Contact types and update sources as set by default → Create webhook.

Mailchimp l Settings l Webhooks l Create new webhook

Return to OnePageCRM Mailchimp Forms Configuration page → go to 3. Configure the data capture in OnePageCRM → click Save to submit your settings.

Enter Mailchimp Audience ID

Complete the remaining fields

OnePageCRM l Mailchimp Forms configuration page l Step 3. Configure the data capture in OnePageCRM

Note: To get the Mailchimp Audience ID: Go to Mailchimp → All contacts → Select your audience → Settings → Audience name and defaults.

Mailchimp l Audience l All contacts l Select Audience l Settings l Audience name & defaults

How to add, edit & delete a Mailchimp Audience

In OnePageCRM on the Mailchimp Forms Configuration page → scroll down to 3. Configure the data capture in OnePageCRM.

Add a new Mailchimp Audience

Select +Add another Mailchimp Audience to configure it in OnePageCRM, by following the steps above.

OnePageCRM l Mailchimp Forms configuration page l Step 3. Configure the data capture in OnePageCRM l Add another Mailchimp Audience

Edit the configuration of a connected Mailchimp Audience

Click on the pencil icon to edit the configuration of the Mailchimp Audience in OnePageCRM.

OnePageCRM l Mailchimp Forms configuration page l Step 3. Configure the data capture in OnePageCRM l Edit connected Mailchimp Audience

Remove a connected Mailchimp Audience

Click on the bin icon to delete a connected Mailchimp Audience from OnePageCRM.

OnePageCRM l Mailchimp Forms configuration page l Step 3. Configure the data capture in OnePageCRM l Remove connected Mailchimp Audience