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 and 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. Click on the "Connect Form to Service" option from the "Main Options":
A pop-up window will appear, with four steps you will need to complete in order to connect your form to MailChimp.
1. API Connection
The first step is to choose the API Connection that you want to use, which in our case is "MailChimp". Once you have clicked on it, you will be taken to the second step:
2. Set Connection Details
Next, you will have to choose a mailing list, as well as a group, that will be used by this form. This means, that the visitors who will subscribe through this element will be added to the MailChimp list and group that you select here.
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 Option" the users will have to confirm their email address before being added to the list/group:
This step has an additional option. If you scroll down a bit, you will see 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:
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.
3. Set Form Fields
The next step consists of establishing the fields of your form. The "Email" field is mandatory of course, and you can set the "Name" field to be required as well, or you can add a new field, the "Phone" field, if you wish:
All three fields can be customized. You can change their name into a description. For e.g. instead of "Email", you could write "Please write down your email address".
Moreover, the last two fields can be deleted, by clicking on the little trash icon next to them.
4. Post Opt-In Action
Last, but not least, you will have to choose what happens after a visitor signs up using your Thrive Leads form. There are three possibilities you can choose from. You can choose to reload the page, redirect the user to a custom URL or show a success message:
After you have selected the post opt-in action, simply click on the "Save" button and your form will be all set up!
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 :)