MailChimp E-mail List Management

With this integration type, you can integrate your Logiforms account with MailChimp to send your email marketing messages, newsletters, and other communications. After configuring this profile, your user's e-mail address is automatically added to your MailChimp list when the user submits the form. Of course, you'll need a MailChimp account to use this integration method. If you want to setup a new MailChimp account go here.

With Mailchimp, you'll benefit from an extensive set of list management features, merge tags, A/B split testing, co-branding, and more. It's easy to setup, and very cost-effective:

• Mailchimp is free for up to 2,000 subscribers and 12,000 emails per month. Learn more at the MailChimp pricing page.

• We've negotiated a 15% discount for our customers on top of the regular low pricing. Ask your Logiforms account manager for the promo code.

Configuring your MailChimp Account

How to get your API-key from MailChimp

You'll need your MailChimp API key to configure your profile. It's quite easy.  Simply login to your MailChimp account and, under the Accounts menu, click the API Keys & Authoirzed Apps item. If you already have a key, you see it on the API Keys page. Simply copy-and-paste this key into the API Key  field in the profile setup wizard (see below). If you don't have a key, click the Add A Key button. Then copy and paste the key that appears in the table.

Webhooks

If you want to synchronize your Logiforms and MailChimp subscriber lists, you'll need to select Sync Subscriber Updates in the setup wizard.  See the Creating a MailChimp List Management Profile section below.

Preparing the Form

For this profile, you must have at least one email address field on your form. You'll need to select this field in the List Settings step in the wizard.

Optionally, you can map other fields to corresponding MailChimp fields, such as a first and last name, postal address, and telephone number. Keep this in mind as you design your form and prepare to setup the MailChimp Integration.

Creating a Mailchimp Email List Mangement Profile

Though we offer you many options when creating this profile, it's quite easy when you follow the steps in the wizard:

1. Begin by choosing Post Processing > 3rd Party Integrations from the Form Designer Toolbar. You can also right-click on the form in the Dashboard, then select Form Design Tools > 3rd Party Integrations.

2. The 3rd Party Integration management window will appear. To launch the wizard, click the Add Profile button. NOTE: If you encounter a listing containing one or more profiles, click the Add Profile menu item.

3. When the wizard that appears, click the Next button.

4. In the Profile Type drop-down list, you'll find several types of 3rd party profile types. Choose Mailchimp Email Campaign Integration, click Next, and click Next once more.

5. If you don't have a MailChimp account, click the Sign up now link in the first panel. Otherwise, click Next to move on to the Account Settings step in the wizard.

Account Settings

Follow these steps to configure the account settings:

1. In Account Settings, enter a Profile Name and check the box for Default Profile if you want this to be the default profile. Also enter the API Key for your MailChimp account.

2. Click Next to move on to the List Settings step of the wizard.

3. In the MailChimp List dopr-down, you'll find your MailChimp lists. Choose the one that you want to associate with this profile, then select the e-mail address field from the Email Field drop-down.

4. Optionally, click the Edit Mappings button to choose which fields you want to map to the MailChimp fields. You'll need to check the Sync Local Changes box.

5. If you want to send an opt-in confirmation message, click the Double Opt-In checkbox.

6. If you want to send a welcome message prior to the opt-in message, check both the Double Opt-In and Send Welcome Email boxes. Otherwise, no welcome message will be sent.

7. If you want to synchronize your Logiforms data with MailChimp, check the Sync Local Changes box. Any fields that you choose in the Edit Mappings tool (above) will be synchronized. Note: Subscriber status is always synchronized.

8. Click Finish to save and build the profile.

Adding your existing Logiforms users as subscribers to the MailChimp list

After the profile is built, a prompt window will appear. Decide if you would you like to subscribe all existing records to the MailChimp list. If you agree to continue, this process will import all rows from this form that are not already linked to a MailChimp subscriber. This process will update any matching records found on MailChimp list. Also realize that, if you had enabled Double Opt-In, then all rows will receive an email prior to the start of the subscription.

For Logiforms customers upgrading from version 2 to version 3: any pre-existing records that have unsubscribed from mailing campaigns sent with Logiforms version 2 will be set to unsubscribed. Also, the mailchimp_result field will be set to logiforms V2 unsubscribe.

Technical Details

When you create the profile, the following fields will be added to your form. You should not make any changes to these.

Other considerations:

•  When using groups or any multi-selection elements (drop downs, checkboxes, radio buttons), it is important that the data types in Logiforms match exactly those MailChimp.

• When mapping address details, all fields must be included or the address is not recorded (address,city,state,country,zip).

• When you setup a MailChimp integration, the merge field LFID is added to your list on MailChimp. This links the record in our database with the MailChimp entry. If you delete this field in the MailChimp database, serious errors may result and the synchronization will not work.

• The MailChimp Date of Birth field type only accepts "MM/DD" values. You can not map a Logiforms date field (the special field Date Field) to the MailChimp Date of Birth field. You should only map a text field with the format "MM/DD". We recommend that you use Logiforms validation to enforce the "MM/DD" format . Note: You can set up a custom validation with a mask of "XX/XX" to enforce this format.

• Subscriber status will also be update in Logiforms when there are any changes on the MailChimp side. Subscriber status values: subscribed, unsubscribed, cleaned, and deleted.

• Since they are critical to the integration and especially the synchronization process, any MailChimp control fields added to the Logiforms are NOT editable.

• Deleting a record on the Logiforms side doesn't change the subscriber record in MailChimp. However, deleting a subscriber within MailChimp will set the mailchimp_status corresponding Logiforms record  to unsubscribed, but does not automatically delete it. This only happens when if you enable the Sync Subscriber Updates option.