How to Integrate With Mailchimp

December 11, 2024

Mailchimp is a leading marketing platform designed to help businesses of all sizes connect with their audience, share their brand story, and drive growth. Known for its powerful email marketing tools, Mailchimp also offers features, including automation, analytics, social media integration, and e-commerce solutions.

Integrating your form with Mailchimp helps you send new leads, customers, and subscribers to your mailing lists.

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To integrate your form with Mailchimp

  1. In the Form Builder, navigate to the Settings tab at the top middle of the page.
  2. Select Integrations on the left panel.
Integrations section in the Jotform Form Builder
  1. Search for Mailchimp and click it from the list.
Mailchimp integration option in the Integrations section of the Jotform Form Builder
  1. Click the Authenticate button to connect your Mailchimp account. Allow permissions when asked.
Authenticate button in the Mailchimp integration

For previously authenticated accounts, choose the account to use, then click the Add Action button.

Select account and Add Action buttons in the Mailchimp integration
  1. Now, set up the following first:
    • Select a list — Choose the list or audience to use.
    • Match your fields — Map your Mailchimp form to your Jotform form fields. Click the Add Field to match more fields.
Select a list and Match your fields in the Mailchimp Integration settings
  1. Next, set up the Tags. You can choose from the following:
    • Static Tagging— With Static, you can choose your existing tags from Mailchimp.
    • Dynamic Tagging —With Dynamic, you can create tags based on an answer from either Dropdown, Single Choice, Multiple Choice, or Short Text fields from your form.
Static tagging in the Mailchimp Integration
Static Tagging
Dynamic tagging in the Mailchimp Integration
Dynamic Tagging
  1. Lastly, the following options:
    • User Consent — Only send contacts to Mailchimp when the user fills in the field you select from this option. This option supports Single Choice and Multiple Choice fields.
    • Email Consent — Check “Send Opt-in Email” if you want contacts to confirm their subscription before adding them to your list.
    • Advanced Settings — Check “Update Existing Contact” to update the most recent data to contact if the entry email already exists in Mailchimp.
    • Marketing permissions — For GDPR purposes, you must select a field to let contacts opt-in to your emails. This option supports Single Choice and Multiple Choice fields.
Additional options in the Mailchimp Integration
  1. Finally, click the Save button to complete the integration.

After saving the integration, you can see the list of actions you created and the Add New Action button on the main page. If you hover your mouse over the created action, you’ll see the Edit Action (pencil icon) and the More (three-dotted vertical icon) options to the right. The More option includes the following:

  • See Action Logs — This section will display your Mailchimp successful and failed runs. It’s useful when troubleshooting issues.
  • Rename Action — If you want to personalize the action’s title.
  • Disable Action — This option is useful to temporarily stop the integration from sending data.
  • Delete Action — If you want to delete the action/integration from your form.
All actions page in the Mailchimp integration
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