Collect More Information with MailChimp Form Integration

Learn how to collect more information (besides email) with your MailChimp integration

1_Design

 

 

                                          Introduction

When setting up any integration, please ensure that you have confirmed all other integration settings are cleared (Step 1 & Step 3) before proceeding with the install of the new integration.

This easy Step 1 integration allows for deeper integration with MailChimp lists and facilitates the overall collection of more visitor information far swifter than previous integrations. 

 

                                          At a Glance

 

1. Connect a MailChimp List with a Justuno Promotion

2. Add a Segment/Tag to New Contacts

3. Select Interest Groups

4. How to Add Fields

5. Auto-Populate Fields

   5a.(IP, Coupon Code, Current URL, Referring URL, Previous Referring Domain, Landing Page             URL)

 

Watch the video or follow the instructions below:

 

 

1. While in the Promotion Management View, navigate to the promotion you would like to connect with your MailChimp account. Click the paintbrush icon.

 

Screencast 2019-08-06 09-29-38

2a. If there is already an e-mail field present, click on the email layer and find Change Form within the right-hand toolbar options.

2a

2b. If there is no e-mail field already on the canvas, click the Email Form layer to add an editable field for email integrations. Prior to continuing this Step 1 integration process, please ensure again that there are no active Step 3 integrations installed.

 

2b-1

3. The e-mail form options will open up to a configuration window that has all available Step 1 integration choices visible within a tabular layout of square tiles, select the MailChimp Tile option labeled "Easy Login" and proceed to enter in your email and password.

4. Select the list where you would like the information/emails to be pushed to MailChimp. If you need to link a different MailChimp account use the "Change Mailchimp Account" button.

5. Next add in a segment if you are using this feature, if not then skip to the next step

 

6. Next select one Group Category, followed by selecting one or more Groups, if not then skip to the next step.

 

  • Upon finishing the selection of desired lists, a form will be generated from the associated Mailchimp fields, and can now be edited within Justuno's form editor. If the form was not set up in MailChimp, you can use the "Add New Fields" feature to populate the form with one of the available fields within the drop-down context menu. The "Load additional Fields" helps add common fields by type.


 

  • Justuno also has the ability within the MailChimp integration to either enable or disable duplicate email subscriptions per list and account-wide. This built-in function will cross-reference the email addresses that are contained within the pertinent lists to be synced with the Justuno and will filter accordingly. This feature will work regardless of whether or not the list being synced is preexisting and contains subscribers from any date prior to (regardless of) the current promotion's time of creation.

 

 

Expanded view of the Duplicate Email Subscription context menu options within the Form Editor:

 

Expanded view of the Double Opt In context menu options within the Form Editor:

  • It is best practice to ensure that any fields marked as "required" within the initial Mailchimp list settings be marked as such to match within the Justuno Form Editor prior to finalizing the form creation; this practice will avoid unforeseen issues with Mailchimp's API resolving discrepancies between the expected structure/formatting of the form data and the actual structure/formatting of the form data that a Justuno promotion is submitting.
  • If you are passing additional fields to MailChimp, you must make sure the name within the field matches the name in your Merge Tag. If you are trying to pass "JUSTUNO" and your field name in MailChimp says MERGE3 it will not work as it does not match. Make sure the name matches.

    How to access your List fields and *|MERGE|* tags in MailChimp:

    1. Log into MailChimp
    2. Click on Lists
    3. Click on the List you are pushing your information to
    4. Click on Settings
    5. Click on List fields and *|MERGE|* tags
  • If you are sending information that does not require a user to fill anything out, make sure the hidden field options are checked. We have some very commonly used data properties that are available for direct auto-populating within fields, and can be set via a drop-down menu located just below each field:
    • Current URL (the URL a user is on when they submit the form)
    • IP Address (the visitor’s IP address)
    • Coupon Code (the coupon code they receive in the post-engagement screen)
    • Referring URL (the URL the user clicked on to get to the new page in your website.)
    • Previous Referring Domain (the URL of the last domain the user came from)
    • First URL Visitor Landed On (the URL the user first landed on)

If you are pushing the coupon code to Mailchimp please make sure you have a coupon code presenter layer in the post engagement. Here is an article to help you with that setting

 

7. Hit "create form" and edit the design to your preferences 

 

PLEASE NOTE: You do not have to integrate Mailchimp again within the Step 3 Integration unless you would like to send emails to two separate lists in MailChimp.

 

 

tags: MailChimp Integration, Step 1, Design Canvas, Edit Form, Change Form, Email, Customize Fields