MailChimp is a powerful email marketing tool that allows you to collect, manage, and reach visitors of your site through their robust email templates and campaign tools.
This Give Add-on allows you to provide your donors the option to opt-in to any of your email lists with the popular MailChimp email marketing tool. In order to integrate MailChimp with Give you need the following:
- An active MailChimp account (free or paid)
- A MailChimp API Key
- The MailChimp Give Add-on
- The Free Give WordPress plugin
After your MailChimp Add-on is activated, go to “Donations > Settings” and click on the Add-ons tab. There you will see a section called MailChimp Settings. This is where you’ll need to input your MailChimp API keys into the settings and choose which global lists you want to enable. Read along to learn how to do just that :)
Getting Started with MailChimp
After you’ve signed up for MailChimp, login and you’ll be presented with the MailChimp Dashboard. In the upper right-hand side you’ll see your name. Click on that and a dropdown will appear. Click on the menu item titled Account.
On the Account screen, you’ll see a series of horizontal menu items. Click on Extras and a dropdown will appear. Click on API Keys.
Scroll down the page a bit until you get to the section called Your API Keys. There, click on the button titled Create A Key. A Key will be auto-generated for you. You’ll see the date the Key was generate, the name of the person on your team who generated it, how it is labeled, the Key itself, a link for that keys QR code, and a link to disable/enable that particular key.
Configuring MailChimp with Give
Now that you have your API key, copy it and go to your website’s WordPress Dashboard and navigate to “Donations > Settings“. From there, click on the Add-ons tab. The very first field is where you can paste your MailChimp API Key. Once it’s pasted, hit save immediately. That will save that key and force Give to look for a connection to your MailChimp account. That allows the Default List field to be populated with your MailChimp lists.
From here you can also set the following global options:
- Double Opt-in — If this is enabled MailChimp will email any donor who opted to be added to your list and ask them to click a link to confirm again that they really do want to be added to your list. This can be very effective in making sure your list is very strong and not filled with potential spammers.
- Enable Globally — Enabling this sets these settings as the default for all your forms, both existing and future. This can be overridden per form as well.
- Default List — This sets the global default for which of your MailChimp lists your donors will be added to when they opt-in on one of your donation forms.
- Default Label — This sets the global default language for how the opt-in is described. This can be overridden per form.
Did you know that each Give Form can subscribe your donors to a different list within your MailChimp account?
Individual Form Settings
Now that you have MailChimp integrated with Give and have set your global settings configured, you can now configure each form, or new forms to use MailChimp in different ways.
To configure MailChimp settings per form, simply go to Edit the form you want to configure. Now with the MailChimp Add-on activated and configured, you’ll see a metabox in the right-hand sidebar called MailChimp. The following options will be available in that section.
Disable MailChimp opt-in — This will disable MailChimp from being available to this form completely.
Custom Label — You can change how the opt-in to MailChimp description is worded with this option. Type in whatever you like and this form will reflect that label instead of the global label. Leave it blank and it will inherit the global instead.
MailChimp Opt-in — If you want this form to be attached to a different list or lists, select them here. Leave these blank and the global list or lists will be used instead.
Send Donation Data with MailChimp
The “Send Donation Data” option will send donation data such as the “Donation Form Title,” “ID,” “Payment Method” and more to MailChimp under the details for your new subscriber. Once MailChimp is integrated, custom donation data collected via Form Field Manager, Recurring Donations, Fee Recovery fields, or other types of custom meta data can be sent to MailChimp along with the new subscription.
Enable Send Donation Data
To enable this option, go to Donations > Settings > MailChimp. Check the box beside the Send Donation Data option. You can then also select to send Form Field Manager fields if you want to also include that data as well.