How to Connect MailChimp to Thrive Leads
The following two questions are often asked, concerning MailChimp:
- Does Thrive Leads support MailChimp?
- How can I set a custom Thank You Page in MailChimp?
Both of these questions are answered with the MailChimp API connection to Thrive Leads. Here's how to set it up:
In order to connect MailChimp, you will need an API key. You can get this key by logging in to your MailChimp account and clicking on the drop-down with your name in the top right corner of the page. Then, select "Account" from the drop-down:
On the account page, click on the "Extras" option and select "API keys" from the drop-down menu:
Locate the "Create A Key" button and click on it. A notification message will appear, letting you know that you have successfully generated an API key. This will be visible on the list and you will have to copy the newly created API key:
After you have copied the API key head on over to your WordPress admin dashboard. Once there, click on Thrive Dashboard from the left-side menu.
Then, scroll down a bit to see the “API Connections” card and click on the “Manage Connections” button from it:
You will see a list with the active connections that you have already set up. Look for the “Add new Connection” section and click on it:
Then, click on the down arrow to open the “Select an app” drop-down:
Start typing “MailChimp” or scroll down to see “MailChimp” in the drop-down and once you found it, click on it. Then, paste the API key you have previously copied into the "API key" field and click on "Connect":
You will get a success message, if the connection has been set up successfully. You can edit or remove this connection on the "Active Connections" page.
Connecting a Thrive Leads form to MailChimp
After you have created the API connection with MailChimp, you will be able to connect your Thrive Leads forms and the "Lead Generation" elements that you use on your website with your MailChimp account.
If you need detailed information on how to connect a "Lead Generation" element to MailChimp, please check out this tutorial.
In order to connect a Thrive Leads form to MailChimp, you will need to edit the design of the form first, by clicking on the edit design option (pencil icon), after you have added the form in your Thrive Leads dashboard:
Then, depending on the template that you have chosen you will either already have a "Lead Generation" element on one of the states of your form or you can drag & drop one to the place you wish on the form.
Once you have the "Lead Generation" element, click on it. This will open its options in the left sidebar. Make sure that, in the "Connection" section, "API" is selected:
Next to the "Send leads to" option, there is the "Add Connection" button. Click on it in order to get started with the MailChimp API connection:
1. Add Connection
After you click on "Add Connection", a small pop-up will open, where you have to choose the API Connection that you want to use, which in this case is "MailChimp".
The first option of this pop-up is called "Connection". This is where you will choose the actual service provider from. After you do that, more options will appear, specific to the service provider that you have chosen. Firstly, click on the "Choose connection" field:
This will open a list with all the available connections. From there, choose "Mailchimp":
Choose your mailing list
Next, in the same pop-up, the options that are specific to this provider will appear. First of all, you will have to choose a mailing list, since this provider allows you to create separate lists. Click on the field under the "Choose your mailing list" option:
This will open a list of all of your mailing lists. Choose the one that you want to use.
Choose your grouping
Just like in the case of the mailing list, click on the field below the "Choose your grouping" option, in order to select the group that you want to use, if you have created any:
Choose the type of optin you would like for the Mailchimp integration
Furthermore, you will also have to select whether you want your element to contain a "Single optin" or a "Double optin". The difference between the two is that with the "Double Optin" the users will have to confirm their email address before being added to the list/group. Click on the field below the option, in order to open the list with the two options:
The last option here is the "Tags" field. Since MailChimp is a tag-based email service provider, you have the option of adding tags in this field, separated by commas. Simply write the tags inside this field, and either use a comma, or the plus sign, in order to add the next one:
The tags you enter here will be displayed in MailChimp along with the other information about the visitor who will sign up through this form.
Don't forget to click on "Apply" when you've finished setting up the options for the connection:
2. Set Form Fields
The next step consists of establishing the fields of your form. You will notice that, by default, you already have a "Name" and "Email" field set:
All the fields can be customized. If you want to edit a field, the way to do that is to click on the pencil icon next to it:
When you do that, a small pop-up opens:
- Field Type
Firstly, you can modify the type of the field. To do that, click on the field next to the "Field Type" option:
This will open a list with all the available types of fields, and you can choose the one you want to use:
If you want to find out how to manage each field type, make sure to read this article, which goes over each type of field that you can use here.
Then, you can change the placeholder of the fields, as well. To do that, simply delete the current text from the "Placeholder" field, and write in your own:
There are a few more options here, depending on which type of field you choose, such as "Required", or "Autofill Settings". You can find out more information about these options in the same article mentioned above, here.
Besides editing a field, you can also delete it. The "Email" field is mandatory of course, hence the reason why it can not be deleted, but you can delete any other field. The way to do that is to simply click on the trash can icon next to it:
Note: The reason why the "Email" field can not be deleted is because there is no actual purpose in using a "Lead Generation" element without asking the user for an email. Providing their email is the way they subscribe to the mailing list.
Add new fields
If you want to add new fields to the "Lead Generation" element, click on "+Add new":
A pop-up will open, where you can customize the new field using the options described above:
The first thing you have to do, of course, is to set the new field type. Then, the options that come next depend on what type of field you've chosen.
3. After Successful Submission
Next, after setting up the fields, you will have to choose what happens after someone signs up using your Thrive Leads form. Click on the field below the option in order to choose the suitable action:
There are three possibilities you can choose from. You can choose to redirect the user to a custom URL, show a success notification, or switch the state. Click on the action that you prefer, and then click on "Apply" to use it:
Redirect to custom URL
If you decide to go for this option, the URL field will be available. This is where you can insert the link to the page where you want to redirect the users to, after they sign up:
You can also start typing the name of a page from your website that you want to redirect the users to, and a list of the search results will appear. You can then select the page that you want from the list, and it will be added as the "Target URL".
Autofill form inputs on target URL
When choosing the “Redirect to Custom URL” option, you can activate the “Autofill form inputs on target URL” option, that is under the “Target URL” field, by checking the box next to it:
This option is useful if you have chosen the “Target URL” to be a page from your website that also has a “Lead Generation” element on it. If you activate the “Autofill form inputs on target URL” option, whenever someone signs up and they will be redirected to the other page, they will not have to enter their details again.
The other “Lead Generation” element, from the second page, will be filled in automatically with their details.
Show success notification
If you have selected this option, after someone signs up, they will be notified that the process has completed successfully. By default, the message says "Success!", but you can write in your own. Simply write the message in this text field:
Next to the field, there is an eye icon. If you click on it, you will be shown a preview of the success message:
The last available action is the "Switch State" one. You can use this if you want the users to be taken to another state of the lead generation element, after filling in the form.
If you choose this action, you will notice a field below it. Click on it in order to open the list of available states and choose the one you want to switch to:
4. Advanced Options
After all of the options presented above had been set up, you can also use the "Advanced Options". If can find a more in-depth description about these options here.
After using all the options to set up the connection, make sure to save all the changes, so that the API connection to be saved as well. To do that, click on the green "Save Work" button from the bottom left side of the screen:
These were the options to set up when connecting MailChimp to a "Lead Generation" element.
If you need more information about various aspects of Thrive Leads, please check out this Knowledge Base section.
Hopefully, this article was useful for you. If so, please give it a smile below :)