Mailchimp

Mailchimp

The Mailchimp plugin lets you assemble and synchronize all your attendee data, reports, and marketing channels in one place.

Installing the Plugin                                                                               

The installation process is the same for all WP Event Manager add-ons. You can install them automatically or manually.

  • Automatic Installation: You can install the plugin directly from the WordPress backend. Click here to see how you can install the plugin automatically.

  • Manual Installation: You can also install the plugin manually using SFTP or FTP tools. Click here to see how you can install the plugin manually.

Obtaining Mailchimp API Keys                                                          

To obtain the Mailchimp API key, follow the steps below.

  1. Log in to your Mailchimp account.

  2. Click on your profile avatar and select Account & Billing.

  1. Click on Extras >> API Keys.

  1. Click on Create a Key.

  1. Add the API key name and click the Generate Key option.

  1. After the key is created, you will see the key in the Your API Key section.

Mailchimp Settings in the Admin Panel                                            

  1. Go to WP Admin >> Events Manager >> Mailchimp >> Settings.

  1. Here, you will get the following options.

  2. At first, you need to paste the API key in the text box to integrate Mailchimp with WP Event Manager.

  1. Then, you need to select the audience list syncing type from the following options:

    • WP Event Manager

    • Event-based selection

  1. Select the Mailchimp Sync Type from the dropdown with the following options:

    • Manual

    • Auto

  1. When you choose the Auto option, you get two more options.

    • Select Mailchimp Sync Via  

      • Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.

      • When Newly Created: As soon as a new user registers, the person’s details get automatically synced to the Mailchimp list.

    • Mailchimp Sync Schedule: Choose your preferred sync schedule from the dropdown.

How to Manually Sync the Data in the Admin Panel                  

In order to sync the attendee data manually, a user has to manually select the Sync Type while setting up the Mailchimp plugin.

Manually Sync Registration Data  

To sync the registration data manually, follow the steps below.

  1. Go to WP Admin >> Event Registrations >> All Registrations.

  2. Select the events and check the attendees to be synced.

  3. Click on Bulk Action.

  4. Click on Sync with Mailchimp.

  5. Check the Mailchimp account.

  6. All the data will be synced.

The status of the synced user can be seen in the Mailchimp column as Subscribed, just before the user status on the same dashboard.

Organizer Field Mapping with Mailchimp                                 

Check the Enable Organizer Sync with Mailchimp option.

The Organizer Field Mapping with Mailchimp section allows you to add your preferred fields to the following sections.

  • Organizer Fields: You can select your preferred organizer fields from the dropdown menu.

  • Mailchimp Fields: You can select your preferred Mailchimp fields from the dropdown menu.

The plugin also allows you to add more fields to the above-mentioned sections using the Add Field option.

Registration Field Mapping with Mailchimp                               

Tick the Enable Registration Data Sync with Mailchimp option.

  • Registration Field: Choose your preferred registration fields from the dropdown menu.

  • Mailchimp Field: Choose your preferred Mailchimp fields from the dropdown menu.

The plugin also allows you to add more fields to the above-mentioned sections using the Add Field option.

To access the registration page, follow the steps below:

WP Admin >> Event Registrations >> Registration Forms >> Form Fields.

Guest Field Mapping with Mailchimp                                         

  1. Enable the Guest List Sync with Mailchimp option.

    • Guest List Field: Choose your preferred Guest List fields from the dropdown menu.

    • Mailchimp Field: Choose your preferred Mailchimp fields from the dropdown menu.

  1. The plugin also allows you to add more fields to the above-mentioned sections using the Add Field option.

  2. Click Save.

Mailchimp Settings at the Frontend                                            

The organizers can sync their users’ data from the frontend to their Mailchimp account. Here are the steps they need to follow:

  1. Go to the Event Dashboard >> Mailchimp >> Settings.

  2. Just under the Mailchimp Settings option, you will see the following dropdown menus.

  1. From the first dropdown, you need to select the audience list type, which could be either:

    • WP Event Manager (All Events)

    • Event Based Selection

  1. In the next dropdown menu, you need to select the Mailchimp sync type, which can be:

    • Manual

    • Auto

  1. When you choose the Auto option, you get two more options.

    • Select Mailchimp Sync Type Via  

      • Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.

      • When Newly Created: As soon as a new user registers, the person’s details get automatically synced to the Mailchimp list.

    • Select Mailchimp Sync Schedule: Based on your requirement, you can select the sync schedule in 5 minutes, daily, weekly, monthly, or yearly.

      • Manual: When you select the Manual sync type, the data gets synced only after the Admin manually syncs it.

      • Delete Mailchimp Data: You can enable this option if you want to remove the Mailchimp data when the plugin is deleted. Keep in mind that once the data is removed, it cannot be retrieved.

Organizer Field Mapping with Mailchimp                                

Here, you need to first check the option Enable Organizer Sync with Mailchimp.

You will get the following options in this section:

  1. Organizer Field: Choose fields as per your requirements.

  2. Mailchimp Field: Choose fields as per your requirements.

  3. Add Field: You can also add new fields based on your preferences.

  4. Click Save.

Registration Field Mapping with Mailchimp                                  

Here, you need to first check the option Enable Registration Field Mapping with Mailchimp.

You will get the following options in this section:

  1. Registration Field: Choose fields as per your requirements.

  2. Mailchimp Field: Choose fields as per your requirements.

  3. Add Field: You can also add new fields based on your preferences.

  4. Click Save.

New Addition to Custom Field Mapping in Mailchimp with Registration

To add a new field, let us suppose a birthday field in the custom form fields. Follow the steps below.

  1. Go to WP Admin.

  2. Click on the Event Registration option and select Registration Form.

  1. Go to the Form Fields tab.

  1. Add the Birthday field to the field editor.


Note: If you are adding a birthday field to your registration form, then you need to follow the date format MM-DD-YYYY.

  1. Save changes.

When you enable the birthday option for a specific event, your attendees will see the birthday field while registering for a specific event.

  1. Sync the Registration Field to Mailchimp.

Guest List Matches Attributes                                                     

Here, you need to check the option Enable Guest List Sync with Mailchimp first.

You will get the following options in this section:

  1. Guest List Field: Choose fields as per your requirements.

  2. Mailchimp Field: Choose fields as per your requirements.

  3. Add Field: You can also add new fields based on your preferences.

  4. Click Save.

Contact Organizer Matches Attributes                                  

You will get the following options in this section:

  1. Contact Organizer Field: Choose fields as per your requirements.

  2. Mailchimp Field: Choose fields as per your requirements.

  3. Add Field: You can also add new fields based on your preferences.

  4. Click Save.

Find Your Attendee Data in Mailchimp                                         

After syncing your attendee data, you can find it in your Mailchimp account by following these steps:

  1. Go to the Mailchimp Dashboard.

  2. Click on Audience.

  3. Find your synced attendee data.