Integrating with MailChimp

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While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:

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If you have already connected your MailChimp account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.

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If you go to the main Integrations dashboard to connect, look for MailChimp in the page integrations list. Sign in and connect the account. This step is done once per workspace.

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When you have connected the account, come back to the slideout menu for the page you want to integrate with MailChimp and continue with the steps below.

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Our direct integration is using the API of MailChimp and in order to correctly connect your MailChimp account, you need to be the MailChimp account owner or a team member/user with API permissions.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. 

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On the next step, choose which audience you'd like to send your leads to and what type of Opt-in you wish to require.

If you'd like to learn more about MailChimp's opt-in settings, you can read this: https://d.pr/BVBIga 

If you don't have an audience, now is the time to create one!

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In this step you can choose a group, if you set one up in MailChimp.

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Now, you have to map your Instapage fields to the MailChimp fields. After you map all the fields from Instapage, click Continue;

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Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by MailChimp, you must adhere to the following mapping logic:

  • Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
  • Internal Value Matching: If a MailChimp field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
  • Type Consistency: We strongly recommend that fields on both sides (Instapage and MailChimp) share the same data type (e.g., Text to Text, Number to Number).
  • The SMS Phone Number Field: This is specific to Mailchimp’s SMS Marketing campaigns will not be captured by our form because this type of field currently does not work with third-party forms. In this case, if you wish to capture an SMS phone number field, you will need to embed a form from Mailchimp that has this field already set up. To embed the form, you need the code from Mailchimp's side and place it in our HTML element here: https://d.pr/gPChxr
  • The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to MailChimp.
  • Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your MailChimp list properties to house that specific data.
  • Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.

If you went through all the steps, click on FINISH, and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.

 

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You can check the leads in your MailChimp account by going to Audience - All contacts.

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Tags — Mailchimp tags act as labels to help you keep your contacts organized. You may add these to the leads after they reach your Mailchimp list from their side. It is not possible to add tags through the Instapage integration. To learn more about tags, you can find Mailchimp's guide here: https://mailchimp.com/help/getting-started-tags/ 

Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.

Important notes

- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.

- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.

- Always test your integration with real email addresses as some systems recognize fake emails.  

- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.