Mailchimp Integration Upgrade: Add Answer Based Tags to Your Questions in Thrive Quiz Builder
To keep up with the competition, Mailchimp recently added a powerful new feature: the ability to assign tags to your leads.
Well, we're happy to announce that we followed suit by updating our own Mailchimp API connection to reflect their new feature.
This means Mailchimp users now have 2 important features available in their Thrive Themes lead generation forms to help supercharge their email marketing:
- The ability to add tags to lead generation forms
- And the ability to assign answer based tags to all Thrive Quiz Builder quiz questions.
These new tools will not only help you better segment your mailing lists, but you'll be able to build more sophisticated email marketing automations through your Mailchimp dashboard as well.
Watch the video above and read the post below to get all the details on this API connection improvement and how you can start leveraging it to enhance your Mailchimp email marketing!
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Setting Up Your Mailchimp API Connection with Thrive Themes
The basics of connecting your Mailchimp account with the Thrive Themes tools hasn't changed.
But if you're not familiar with the process, here's how to get it done fast.
First, click on the "Manage Connections" button from within the API Connections box located in your Thrive Dashboard:
Next, start setting up your Mailchimp connection by clicking the "Add new Connection" icon and select "Mailchimp" from the dropdown menu that appears.
In the Mailchimp connection box that shows up, you'll need to enter a single piece of account information to complete the setup:
- Your Mailchimp API key
Once you enter your API key into the connection box and click "Connect", your lead generation forms inside Thrive Architect, Thrive Leads and Thrive Quiz Builder will then be able to send new subscriber information over to your Mailchimp account.
Locating Your Mailchimp API Key
To find your Mailchimp account API key, first login to your Mailchimp dashboard.
Then navigate to your "Profile" page from your account drop down menu in the navigation bar.
From there, click on "Extras" within your "Profile" page sub-menu and select "API keys" from that drop down menu.
After this last page loads, scroll down to find your current list of Mailchimp API keys or create a new key by pressing the "Create A Key" button.
Connecting Your Thrive Themes Lead Generation Forms with Mailchimp
Note that the lead generation form connection process is the same whether you're using Thrive Architect, Thrive Leads or Thrive Quiz Builder. The screenshots below showcase the workflow setting up a form in Thrive Leads.
Once you have a Lead Generation element loaded in your Thrive editor window, do the following:
- Click on the Lead Generation element, then...
- Click on the "Connect Form To Service" text that appears in the left sidebar:
In the "Connect with service" popup lightbox that appears in your Thrive editor window, select the Mailchimp option that now appears and click "Continue":
Next, customize all the connection details of your lead generation form in Step 2:
- Choose your Mailchimp mailing list from the first dropdown menu.
- Choose a Group Category to assign new subscribers to in the second dropdown menu (optional).
- If the Group Category you selected has Group Names associated with it (e.g. Beginner, Intermediate, Advanced), you can select one of them when they appear after setting the Group Category step.
- Choose either Single optin or Double optin from the next dropdown menu. Selecting Double optin means that new subscribers must confirm their subscription after signup.
- Finally, type in any tags you want new subscribers of this form to be assigned. If you want to add more than one tag, use commas to separate them.
Once your connection details are set, click the "Continue" button.
In the third step, select what fields you want your lead generation form to collect and send on to your Mailchimp account:
Click the "Next" button once your form fields are set. Remember that you can customize the prompt text each form field will display as well.
Finally, select your Post Opt-In Action by clicking one of the options in the last "Connect with Service" popup lightbox screen.
In Thrive Leads, you have 4 options to choose from:
- Reload the lead generation page
- Redirect to a Custom URL
- Show a success notification like: "Success! Thanks for signing up!"
- Switch popup states if you're using a Lightbox opt-in form (note that this fourth option is only available in Thrive Leads):
For Thrive Architect lead generation forms, only the first 3 options are available to you.
Now click "Save" and your lead generation forms are ready to start collecting new subscribers and send the data over to your Mailchimp account!
Integrating Mailchimp with Thrive Quiz Builder & Answer Based Tagging
Like I mentioned above, you can also connect your Thrive Quiz Builder lead generation forms to your Mailchimp account.
The way to do this is identical to the Thrive Leads walkthrough shown above, but here's what's different...
First, you'll usually place your lead generation forms on the "Opt-in Gate" step of your quiz structure, but you can also include them on your Splash and Results pages if you do desire:
Now, when it actually comes to connecting your lead generation forms to Mailchimp from within Thrive Quiz Builder, the only difference is that you have just one Post Opt-In Action to choose from: "Go to next step in quiz".
That's right, all of the other mailing list selection, grouping and tagging options are the same to what I showed you earlier.
Just select the single Post Opt-in Action and click "Save" to finish.
TQB Answer Based Tagging for Mailchimp Users
Now, here's what Mailchimp users have been waiting for since we launched the Answer Based Tagging feature in TQB for our ActiveCampaign, Infusionsoft, Aweber and Drip integrations:
Answer Based Tagging in Thrive Quiz Builder is now up and running for the Mailchimp integration too!
Here's how simple it is to set up Mailchimp tags on your TQB Quizzes. First, find the Questions area of your Quiz Structure in your TQB dashboard:
Then, when you create each quiz question, simply 1) activate the "Tags" slider and then 2) apply any tags you want to your answers:
Now, when a visitor completes your quiz and becomes a subscriber, those unique answer tags — as well as any lead generation conversion tags you set up in your quiz opt-in form — will be automatically applied to your Mailchimp mailing lists:
With this awesome new feature, you'll be able to achieve much deeper segmentation in your Mailchimp mailing lists!
Using Tags and Groups in Your Mailchimp Automations
Now that you can apply opt-in form tags, TQB answer based tags and Group Categories and Group Names to your new subscribers, it's time to go bananas when it comes to creating your email marketing automations in Mailchimp.
Not only will new subscribers be added to the exact Mailing List that you want, but the specific tags and group identifiers your quiz answers and lead generation forms collect can then be used as triggers within your Mailchimp email marketing automations.
How cool is that?!
Now It's Your Turn
Are you a Mailchimp + Thrive Themes combo user?
Give our new and improved Mailchimp integration a try and let us know what you think in the comments below!