MailChimp Forms

Connect your Mailchimp Form with OnePageCRM to automatically capture new leads quickly. 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.

In this article:
How to install Mailchimp forms How to create a Mailchimp form
How to connect a Mailchimp form to OnePageCRM How to add, edit & delete a Mailchimp form

How to install Mailchimp forms

1
Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.
2
Under  Lead Generation apps, select Mailchimp Forms  → c lick Install.

How to create a Mailchimp form

1
Login to your Mailchimp account and go to Audiences. Choose the audience you want to generate the form fro → select the  Signup forms drop-down option.

2
Choose one of the four signup form options: Form builder, Embedded forms, Subscriber Pop-up,  Form integrations by clicking Select.
3
After selecting a signup form, to add another field to the form, click on  Add a field and save.

5
In the field settings tab, set your preference by entering the field label and field tag and set the field visibility. 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) →  save.
    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.

How to connect a Mailchimp form to OnePageCRM

1
Return to OnePageCRM's Mailchimp Forms Configuration  →  Connect Mailchimp Form to OnePageCRM → Copy  Callback URL.

2
Open your Audience in Mailchimp.
3
Go to  Settings → Click Webhooks → Click Create New Webhook.

4
Paste the copied URL from above into the Callback URL field → leave send updates preferences as set by default  → Save.
5
Return to OnePageCRM's Mailchimp Forms Configuration →  go to step 3: Configure the data capture in OnePageCRM.
6
Enter   Mailchimp Audience ID . Note: To get the Audience ID in Mailchimp: Go to Audience → Select your audience → Settings → Audience name and defaults.
7
Complete the remaining fields  → click  Save to submit your settings.

How to add, edit & delete a Mailchimp form

1
In OnePageCRM under configure the data capture in OnePageCRM, click  Add another Mailchimp form and follow the configuration steps above.

2
To edit a Mailchimp form click on the pencil icon in the top bar of the existing landing page, update the settings and click  Save.

3
To delete a Mailchimp form click on the  bin icon in the top bar and click OK in the warning message.

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 audience > 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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