How to Add MailChimp to WordPress using the MailChimp for WordPress Plugin

How to Add MailChimp to WordPress using the MailChimp for WordPress Plugin


– For this video, I’m
going to be showing you how to connect your MailChimp account
to your WordPress website. If that sounds like something you’re interested in, stay tuned;
it’s coming up next. (glitch, static) Now for the last week or so, I’ve been putting together a whole bunch of, or a series of MailChimp videos for you. How to’s, how to do WooCommerce, how to do a whole bunch of
different things with MailChimp, pop-up forms, that type of thing. A lot of you have asked, how do I get a signup form on my WordPress website? Well, with this plugin by
Ibericode, it does just that. So I’m going to show you
how to install the plugin, how to set up all the settings, and how to actually put up a signup form. All right, so let’s get started. So, the first thing we got
to do is install the plugin. So we go to plugins, add new, we search for MailChimp for… WordPress. And this is it right
here, it’s by Ibericode. One million plus active installations. Updated three weeks ago, and five stars. You can’t beat that, my friends. Click install, click activate, and let’s get started on
setting up this plugin. So it’s right down here, MailChimp for WP. Go down to MailChimp and
right away, it’ll say, “Hey! You’re not connected!” So just like in the previous videos I did on connecting plugins to MailChimp, it asks for the API keys. We’re going to go grab
that, and that’s under account, extras, API key. We’re going to grab ours,
copy, go over to our plugin. Paste it in, save changes. All right, MailChimp says, “Ah! I see! Yes, we are now connected!” So it’ll do a quick refresh and it’ll load all the lists that you have
in your MailChimp account. So you don’t have to
do anything right here. We’re just going to click on save changes, just in case it missed anything, okay? The next step, we’re
going to go down to form. Here it’s going to ask, “What
is the name of this form?” This is an internal thing, it doesn’t matter what you call it. You can call it Default, you can call it Sign Up, Home Page, you know,
whatever you want to call it. Maybe Sidebar, something like that. Select the list that you
want this form attached to. So we’ll do the free ebook signup. Click on “add new form.” Aha, success! Form successfully saved. That’s good news, right? And it’ll say, heads
up, your form is missing list fields that are
required in MailChimp. Well why are they saying what’s required? Well, your list settings
are tied to this plugin now, because we made that connection, right? So anything you do in
MailChimp, you’ll list settings. Not list settings, it’s list settings, and then list fields and merge tags. That’s where you’ll have
your actual list fields. If you were to remove first
name, or add first name, or make it required, or all that, then things would change
over here under form fields. It’ll give you more options because you’ve changed things on MailChimp. I hope that makes sense. So they’re connected. So I have my first name as required in my form field over in MailChimp, so it’s saying, hey, you have it required. If you don’t want it required, go over to MailChimp and fix it. So I’m just going to add
the field “first name.” Now, a couple of things to point out. So we’re in the HTML, this is
behind the scenes of the form. If I were to click my cursor right here, I’ll put first name there. So it’ll be first name,
and placeholder text is whatever you want,
I’ll just do First Name, and I will click “add to form.” Now see how “first name”
came below “email address?” If you’re not familiar with HTML, don’t worry about it,
don’t freak out about it, this is a very simple
thing to take a look at. Basically the P’s are paragraph tags, and we have a label for the form field, and then we have the form field itself. So it’s very basic HTML,
don’t freak out about it. But just so you know,
that’s what it’s doing. So if you wanted to have “first name,” you could certainly undo it, take it off, and because I have it required,
it’s going to pop up again. So if I put my cursor at the top here, if I put it right up here in front here, and click on “first
name,” and add to form, it’ll pop up above email address form. You could certainly copy and paste them however you’d like to have them in there. Let’s just go over some
of the other options here. I could add in last name if I wanted to, I could add in other interests. Now that’s something that I’ve set up on my MailChimp account, my list settings, and I’m not going to go over that in this video, but
maybe in a future video. Some of the other form fields
on here is the submit button, and since I already have a submit button, I don’t have to click on that. If I click on that, it’ll pop up and say, “Do you want to add to form?” And I’m not going to do that. And we have list choice, so we could actually put in a check box
for any of your subscribers to click on any of your lists. If they want to subscribe to
all of them, none of them, and they could single out which ones they want to subscribe
to, which is pretty neat. Form action gives the
ability for people to unsubscribe or subscribe,
so you could have it, by default, you could have
it selected on “Subscribe.” So it’s just more
transparency for people to, let’s say I’m already subscribed to your list, how do I unsubscribe? They just click on that. It’ll show up as a radio button. They can select which one they want, or you could have a drop-down button. I’m just going to leave that as is because we want people
to subscribe by default without having it listed there. Once we’re all happy with our form, we’re going to click on “save changes.” At the top, it says we
can preview that form. If we preview that form,
it’s going to create a page and draft on WordPress
to preview that form. So we can do that now. And this is what it looks like. What it’s taking in is the default font style and default
button color for the theme that I have on here,
which is the 2017 theme. So let’s go back. The other thing that this
plugin does is it offers you the ability to put this
form anywhere you want. You could put it in a footer,
you could put it in a widget, you could put it in a page or post. So we can just grab that
shortcode, go to pages, click on “add new,” and make
sure you’re on the text side. And just say, “Sign up
for our newsletter.” Then paste in that shortcode. Go to visual, save it as a draft. Let’s do Sign Up here for the title, and preview. There you go. So there it is. Sign up for our newsletter,
first name, last name. Sorry, first name, email address. Let’s go back to form. There are tabs at the top here that we’re going to go through next. We have our basic form now. Now we have the ability to go in and set what messages people
will see once they subscribe. So we’ll click on “messages.” You can change these any way you want. You can say “Thank you, your
signup request was successful. Please check your email inbox to confirm.” So it’ll show up right below
the signup box in green text. And the same thing with
invalid email address, so it’ll verify that it
actually is an email address, or if things are missing, or
if you’ve already subscribed, or if something went wrong,
et cetera, et cetera. All right, then let’s go to the next tab. This is form settings, so this is specific settings to MailChimp, so you want to make sure you’re
selecting on the right list. If you want to have a double opt-in, or you don’t want to have a
double opt-in, I’ll say no. So it’s up to you whether you want double opt-in or not, it
depends on your audience. I know there was a question the other day, someone posted in the
comments of the video, “Do I put in double opt-in, do I not?” That’s all up to you and your audience. If they want to feel more secure about it and they want to go through the process of the extra step of
actually double opting in, if you want to do that, or if your audience is aware enough to do that, then by all means, do double opt-in. But if not, just keep it turned off. Next one down is updating
existing subscribers. So when a person does subscribe and maybe they have a different
name but the same email address, or maybe some other field
that you’ve added in, like a company or something like that, and they’ve clicked subscribe, even though it’ll tell them
that they’ve already subscribed, you want the information that they put in, to see if it’s different, do you want to update the existing subscribers. And I usually keep that as
no, but you could say yes. The other option here is, do you want to hide the form after a successful signup? And I always say no. It’s just something that
I just keep on the sidebar at all times, whether
you’re signed up or not. And the last one down here is actually putting in a redirect URL. This is something that I
would highly recommend because in Google analytics, then
you can track that as a goal. So I would put in a thank you page here, and in the thank you
page, you would put in, “Thanks so much for joining our list, here’s all the benefits you get from joining our list, and stay tuned.” Just give them a heads-up
on what’s coming next. What can you expect,
all that type of stuff. When you’re done with all this, make sure you click on “save changes.” The next one down is appearance. Now I showed you on the,
let’s see, where is it. There it is. On the draft that we have of our form, I’ve informed you that
it is actually taking in the blog theme, colors, and font, and sure enough, here it is in the form settings, the form appearance. So you could change that to light, dark, red, green, or blue. And I sometimes go with light or blue, because they’re kind of neutral colors. Depends on your theme, obviously, if you want dark, red, or green. Just try them out, see which
one goes with your theme. Now let’s go down to the next
two things on the plugin. We have integrations. With integrations, you can integrate with other plugins or other WordPress features. For instance, I have an
available integration with the comment form
and the registration. So it’ll subscribe anybody that comments on my WordPress website, and it’ll subscribe anybody that uses a registration form on my website. And you can take a look
here, the other ones are all grayed out because I don’t have those plugins installed. The last one down here in the MailChimp for WP plugin is “other.” You can do user usage tracking,
and you can also do logging. So you can do errors and
warnings only, or everything. Then click on “save changes.” You’ll also have a debug
log right down here, so if anything does go wrong, and you have errors and warnings switched on, you’ll see it down here, what’s going on. Let’s go ahead and test out our form. I’ll put in my name, and my email address, and click “sign up.” And there it is. There’s the message, it’s
actually not in green, it’s in a black, but
here it is right here. Thank you, your signup
request was successful. Please check your email inbox to confirm. So that’s how you add
a MailChimp signup form to your WordPress
website, with this plugin called MailChimp for
WordPress, by Ibericode. Now you can get a little
bit more fancy here, you could create a landing page, or a more extensive opt-in page, like I have over on Security
Marketing Solutions. I have a free e-book that you can go over there and check out if you want. Free e-book for protection professionals. I have a picture of it,
it’s very simple layout. It’s a little landing page, opt-in page. This is what you can create, and so you can make it a
little bit more extensive than just, “Hey, sign
up for our newsletter.” You could give a lot more
reasons for people to sign up, do a gift card, do something that’ll entice people to click the signup. So there you go. I hope this has answered those questions that you were asking
about in the comments. And do please leave
comments below this video, I really appreciate it. And for more about me, go to LarrySnow.me, and I’ll see you in the next video. (rock music)

17 comments

  1. Thanks Larry! I have been using this plugin for quite a while now asince I can have one form for two lists. I love it!!

  2. This video was really helpful, thank you! I did have to take it a step further and once I was in my site, I had to use the Customize tool on my page to add the Mailchimp widget on the sidebar.

  3. Great video. Thanks for the work. This plugin works GREAT! I was trying to use Contact 7's MailChimp extension and that just was not working. Your video helps me so much!

  4. Nice and slow, and a well thought out presentation: even I followed it.
    Now to get the Mailchip side sorted out. Finally found out what I'm doing wrong, .. (I need to set up a list!)
    Thank you again.

  5. Very helpful. I'm looking at using a different plug in than Magic Action Box (I currently use that now). Thank you!

  6. This video is very helpful. I started off using an existing Mailchimp account as means to follow along to see if your training would help me accomplish my requirement. Since see that it will I have created an Mailchimp account related to my website. How do I go about changing the email account associated and change the API key to website account.

    Thanks

  7. Thanks s much for this video! It was super helpful and easy to follow. Would have never been able to add my Mailchimp without this! 🙂

  8. Well I'm already lost. There must've been updates or something because when I go to create the form, it automatically puts in an email space and a button, that's it. It doesn't give me buttons to click on to add fields. Yes, I made sure my MailChimp list has required fields. And I updated the cache within the plugin. Plus there's extra code in the fields that yours doesn't have. And I've got a ton of questions about using lists. Looks like I'm going to have to talk to someone in person… But at least I have an idea of how to do it.

  9. Hello,

    My PR agency creates a newsletter on Mailchimp and then we feature in on our WordPress website. We always have difficulty uploading it onto WordPress and end up having to outsource someone to do it for us. Is there an easy way to upload the newsletter on our website that we just don't know about? Thank you!

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