MailChimp

Subscribe your users to a MailChimp list when they submit your forms and automatically update their information when the Formidable entries are updated. Please note, you must have a MailChimp account in order to use the MailChimp add-on.

Download and install

  1. Download the latest version of the MailChimp plugin
  2. In your WordPress admin, go to 'Plugins' → 'Add New' and click the 'Upload Plugin' button at the top of the page.
  3. Upload the zip file you downloaded in Step 1. Once the plugin is installed, click 'Activate Plugin' or go to the 'Plugins' page, find 'Formidable MailChimp' and click 'Activate'.

Set up the MailChimp add-on

Now that the MailChimp plugin is activated you’ll need to set up Formidable Forms to integrate with your MailChimp account. To do this follow these steps below.

Global settings

  1. Now that the plugin is activated, go to 'Formidable' → 'Global Settings' and click the 'MailChimp' tab.
  2. Insert your MailChimp API Key.
    Mail Chimp API Key
    You can find your API key by logging into your MailChimp account, and going to 'Account' → 'Extras' → 'API Keys'. Click 'Create A Key' if you don't have one set up already.

Form settings

  1. Go into the form which you will be using to subscribe users to a mailing list. Click on 'Settings' → 'Form Actions' → 'Add to MailChimp'.
    Mail Chimp Icon
  2. Select the MailChimp list that you would like to add subscribers to. Select the Email Address, and any other required options. The options that show up here are determined in your MailChimp list's settings.
    Mail Chimp Settings
  3. Opt in: If you would like to add the user's email address to the mailing list automatically, select 'Single'. Select 'Double' if you would like the user to confirm their subscription prior to being added to the mailing list.
  4. Trigger this action after: Select 'Create' if you would like the user to be added to the mailing list when they submit the form. Select 'Create' and 'Update' if you would like to update the user's details in the mailing list when his/her entry is updated.
  5. Conditional logic can be used to add a user to the mailing list only if specific conditions are met.
    MailChimp Conditional Logic

Note: MailChimp will not add email addresses that look fake (such as john@example.com) to a mailing list.

Set up a group field

  1. Set up a group through your MailChimp account. Follow the steps here to do that.
  2. Once you have set up a group in MailChimp, go into your form and add a field for the group. Make sure you add a 'Checkbox', 'Radio Buttons', or 'Dropdown' field to match the field you chose when setting up a group list in your MailChimp account. If you don't want this field to be seen, you can select a default value and set the field visibility to administrator.
  3. Go to your form 'Settings' → 'Form Actions' → 'Add to MailChimp'.
    Mail Chimp Icon
  4. Select the MailChimp list that you would like to add subscribers to. Select the Email Address and any other required options. If your MailChimp group was set up correctly, it will appear as an option. In this example, the group is 'Fresh Foods Market'. Match up the group with the field that you created in Step 2. Set up all options inside the group as well.
    MailChimp Group
  5. Click update.

Set up a phone number field

If you would like to pass a phone number from a Formidable form to MailChimp, please follow the instructions below.

  1. Set up a Phone field in your MailChimp list. Follow the steps here to do that.
  2. Once you have set up a Phone Number field in your MailChimp list, go into your form and add a Phone Number field. If you selected (999)999-999 for the phone format in MailChimp, put 999-999-9999 in the Format box. If you selected International for the phone format in MailChimp, you may use any format in the Phone Number field.
  3. Go to your form 'Settings' → 'Form Actions' and open your MailChimp action. If you have not created one, you may create a MailChimp action now.
  4. Map the Phone option in the MailChimp action to the Phone Number field in your form.
  5. Click update.

Additional customizations

These code examples can be added to a child theme's functions.php file or the 'Code Snippets' plugin (recommended).

Update existing MailChimp record

When a user is editing their entry, their MailChimp record will be updated by default. However, when a new entry is created, this is not the default behavior. Updating the MailChimp entry without any verification could be a possible security issue because it will be easy for a user to edit another user's info. Use at your own risk.

add_filter('frm_mlcmp_update_existing', 'always_update_existing');
function always_update_existing($update){	 	 
    return true;	 	 
}