Thanks to its numerous plugins, the content man­age­ment system (CMS) WordPress offers many op­por­tun­it­ies to expand its features. You could manage orders from a WordPress online shop as an ad­min­is­trat­or or be in charge of a whole community using just the dashboard. You can also use this practical CMS to push your e-mail marketing. Plugins can help you to create effective re­gis­tra­tion forms for your WordPress site. Con­nect­ing the CMS with MailChimp is a simple process. We explain to you how to achieve this MailChimp/WordPress part­ner­ship and what you have to do to create a form and integrate it into your site.

What is MailChimp?

The online service, MailChimp, lets you easily design news­let­ters, create e-mail marketing campaigns and measure how suc­cess­ful they are. The tool is also well known as the free version already offers many useful features – es­pe­cially for small and medium-sized busi­nesses. With the free version, however, you are limited in the number of news­let­ter sub­scribers and the number of mails you can send per month. In addition, there’s also a reference to MailChimp in the e-mails that you will have to put up with. The service is es­pe­cially popular because of its ease-of-use; even beginners are able to get to grips with the program it next to no time. You can quickly implement the following actions using the software:

  • Designing news­let­ters: MailChimp provides numerous templates so that you can design your e-mails and news­let­ters exactly as you wish. However, it’s not a problem if you want to deviate from the templates. Elements such as images or text boxes can be ac­com­mod­ated or changed in the layout.
  • Planning campaigns: News­let­ter campaigns can be started right on time via MailChimp. In addition, the e-mail service offers ready-made auto­ma­tion scenarios: follow-up e-mails after a purchase has been made, reminders to renew mem­ber­ship, or simply a welcome message.
  • Managing sub­scribers: Your news­let­ter sub­scribers are organised in lists. This makes it easier for you to plan your campaigns better and reach the correct re­cip­i­ents more easily.
  • Creating re­gis­tra­tion forms: Before you can organise sub­scribers in lists, they first need to sign up for your news­let­ters. MailChimp helps you to set up a re­gis­tra­tion form for your website or social media.
  • Per­son­al­ising content: So that the re­cip­i­ents don’t consider your e-mails as spam, it makes sense to per­son­al­ise them. When you store the re­cip­i­ents’ names and genders on MailChimp, the recipient will auto­mat­ic­ally receive the correct title when addressed thanks to a place­hold­er.
  • Per­form­ing A/B tests: In order to find out which methods and content you can reach your re­cip­i­ents with, MailChimp enables you to carry out an A/B test. This means you can check regularly what is well-received by your sub­scribers and what isn’t.
  • Mon­it­or­ing success: With analyses and stat­ist­ics, you can measure and monitor how suc­cess­ful your campaigns are with MailChimp.
Note

MailChimp isn’t the right solution for everyone: if you’re not set on using WordPress, you should also take a look at the com­pet­i­tion!

WordPress and MailChimp: in­stall­a­tion tutorial

In order to use MailChimp in WordPress, you first need a (free) account with a news­let­ter provider. Af­ter­wards, you need to install the plugin ‘MailChimp for WordPress’ and then you’re able to create re­gis­tra­tion forms for your website. We explain in a step-by-step way how both services can be combined with one another.

Re­gis­ter­ing with MailChimp

The platform for e-mail marketing offers a free version that should be more than enough for beginners. In order to be able to register, you only need an e-mail address for MailChimp, your full name, and your postal address. This in­form­a­tion is important for your re­gis­tra­tion and also plays an important role when sending e-mails: with this in­form­a­tion, MailChimp can display the proper sender in the news­let­ters. If you already know that you want to work with numerous lists, you can also choose to work with more lists. After setting up your account, MailChimp will auto­mat­ic­ally create the first list.

Image: Overview page of MailChimp
After creating your account with MailChimp, the overview initially looks quite empty.

In­stalling the plugin in WordPress

There are numerous plugins for WordPress: the most fre­quently used plugin at the moment is MailChimp for WordPress. This free extension can be added to the CMS with just one click. To find the plugin, simply search for ‘MailChimp’ in the available plugins overview. Don’t forget that plugins still need to be activated, which can be done with a further click.

Image: Overview of the plugins available when searching for ‘MailChimp’
Plugins can easily be installed on WordPress at the click of a button

After in­stall­a­tion, MailChimp for WordPress will appear under the added plugins. If you’ve already activated the extension, you can also access the con­fig­ur­a­tion options for the plugin via the dashboard’s sidebar.

Image: Overview of the installed plugin in WordPress
The plugin ’MailChimp for WordPress‘ has created a new menu item in the CMS’s dashboard

Linking MailChimp and WordPress with each other

If you look at the plugin’s general settings, you will notice that the status still reads ‘NOT CONNECTED’: you must, therefore, link the news­let­ter service and the CMS. This is when an API key is needed.

Image: The general settings of the ‘MailChimp for WordPress’ settings
To integrate MailChimp into WordPress, you need an API key

An interface key like this one can be created via your MailChimp account settings. In the ‘Extras’ tab, you will find the menu item entitled ‘API keys’. By just clicking once, you can create an in­di­vidu­al key. Here it’s also possible to monitor, organise, and stop API keys.

Image: Overview of the configuration options of API keys in MailChimp
MailChimp enables you to create and manage API keys

The key can be copied and pasted into WordPress. As long as you save the entry, the plugin will link itself with your MailChimp account. Then your various lists will be displayed.

Image: Overview of the general settings for the ‘MailChimp for WordPress‘ plugin
As soon as you’ve added the API key to WordPress, both services will be linked to each other
Tip

An API key should be protected just as with a password. With each in­di­vidu­al key, in­form­a­tion – yours and that of your sub­scribers’ – can be extracted from MailChimp. Therefore, you have to make sure that the keys stay private. Via MailChimp, you can see which app has used the API key and even at what time. If you are worried at any point, you can de­ac­tiv­ate the key as a pre­cau­tion.

Creating re­gis­tra­tion forms

After you have set up MailChimp and the plugin and linked them to one another, you can start to create a re­gis­tra­tion form. This can be done on WordPress directly.

Creating forms

Image: Display when creating a registration form with the plugin
With MailChimp for WordPress, you can add more fields to the re­gis­tra­tion form

The plugin has lists and different fields available so that you can create forms as you please. In the initial variant, you have the option of asking for the e-mail address, name, and date of birth. Ad­di­tion­ally, you can choose three different ways of adding potential sub­scribers to your form:

  • Submit button: If the user has filled out the form, they can send their sub­scrip­tion to you by clicking the submit button.
  • List choice: If you want to give potential sub­scribers the choice of which list they want to be added to, you have three options: a drop-down menu, radio buttons, or a checkbox.
  • Form action: You can make it possible for users to subscribe and un­sub­scribe via a single form.
Image: Settings for the ‘form action’ option
Each form field offers various con­fig­ur­a­tion options

If you want to add ad­di­tion­al fields in the form, you have to create them in MailChimp. Bring up the list that you want to work with and go to the settings of that par­tic­u­lar list. This is where you can add further fields for postal addresses, telephone numbers, the sub­scriber’s gender, and so on.

Image: Overview of the list fields in MailChimp
You can define ad­di­tion­al list fields via MailChimp

Save the changes in MailChimp and go back to the display with the WordPress plugins: there you can update the form fields and at your form at the end. This will appear as HTML code, which is how you can make changes in the source code.

Fur­ther­more, you can configure it so that the user receives a message after they have clicked on the register button. The plugin enables you to enter a suitable message (or use a default message) for every possible scenario. For example, this could be a thank you message after a suc­cess­ful re­gis­tra­tion, an error message if fields haven’t been filled out properly or ac­ci­dent­ally left blank, or an in­dic­a­tion that the entered e-mail address is already in use.

Image: Overview of the messages in the MailChimp for WordPress pluginNuk2013Shut­ter­stock
Things don’t always go as planned when it comes to sub­scrib­ing to a news­let­ter: the user receives a fitting message for every scenario

Under the form settings, you can answer the following important questions:

  • Using double opt-in process? You should def­in­itely use the double opt-in process. This way, you can be sure that your sub­scribers have given their consent for receiving the e-mails.
  • Updating existing sub­scribers? If you want users to be able to update their data using the re­gis­tra­tion form, you should click on ’yes‘. This means that if a user tries to register their e-mail address, which is already on the list, they won’t receive an error message. Instead, the in­form­a­tion relating to them (name, birthday, etc.) will be compared and changed if necessary.
  • Con­ceal­ing the form after re­gis­tra­tion? After a user has sub­scribed, it doesn’t make sense for the re­gis­tra­tion form to continue being shown to them. With this option, you can hide the form after a user has sub­scribed.
  • Re­dir­ect­ing to the URL after a suc­cess­ful re­gis­tra­tion. A thank you message will be shown after a user has signed up for the news­let­ter. There is the option of auto­mat­ic­ally re­dir­ect­ing the user to another web page instead of them receiving this message. On the web page, you could write a special thank you note as well as present­ing further in­form­a­tion on your news­let­ter. 

In the settings for designing the form, you can also change the theme of the mask. It’s not re­com­men­ded, however, to change the spe­cific­a­tions of the WordPress theme that you’ve chosen since this is how you add the sub­scrip­tion mask into the existing website. While you are carrying out the changes, you can preview how it looks at any time through­out.

Image: Preview of the self-designed registration form
Check how your news­let­ter form looks with help from the preview mode

In­teg­rat­ing forms

There are several pos­sib­il­it­ies for in­cor­por­at­ing a re­gis­tra­tion form into your website. You just need to decide where you want to place your input mask. If you are planning on in­teg­rat­ing the reference your news­let­ter in a post or on a page, then you will need this shortcode:

[mc4wp_form]
Tip

you can create several forms with the premium version of MailChimp for WordPress. These will be equipped with an ID, which is also part of the cor­res­pond­ing shortcode.

Image: Shortcode for a registration form
You simply need to insert the shortcode into an article so that the form is shown in your blog.

Just write the text for your web page and insert the shortcode where you want the form to be embedded within the text.

Image: A registration form that has been inserted into a blog post
The news­let­ter re­gis­tra­tion form can easily be inserted into your blog

The same applies for pages: here you also need to enter the shortcode in the desired spot. The special subpage can also be placed in the website menu. By doing this, website visitors will always see the reference to the news­let­ter.

Image: Registration form – built into the subpage
if you create a page for your re­gis­tra­tion form, you can display it in your nav­ig­a­tion.

It can also be very effective if you place your re­gis­tra­tion form as a widget on your website. You can use the input mask either in the sidebar or in the footer. The plugin MailChimp for WordPress has already stored a widget con­tain­ing your form. Just drag and drop it where you want it to appear on your site. Make sure that the order is the same in the backend as the order on the site.

Image: registration form as a widget in the backend view
drag your re­gis­tra­tion form widget to the desired location
Image: registration form as a widget in the frontend view
the re­gis­tra­tion form can be in­teg­rated perfectly as a widget in your website’s design

MailChimp for WordPress also works with other plugins. In order to make your ap­plic­a­tion form even more appealing, MailChimp for WordPress works together with Boxzilla. With this ad­di­tion­al plugin, you can have your re­gis­tra­tion form displayed as a page overlay. Again, there are several settings to choose from:

  • As with pages and posts, you can add text and images to your form.
  • The colors of the text, the back­ground, and the frame can be in­di­vidu­ally adjusted.
  • Specify which pages and posts you want the box to be displayed on.
  • Decide where you want the re­gis­tra­tion form to appear on the screen.
  • Should the overlay appear out of nowhere or edge its way onto the screen?
  • In order not to ruin the display on smart­phones or tablets, you can make sure that your overlay is only displayed from a certain screen size.
Image: registration form as a page overlay
a page overlay that is activated by scrolling enables you to embed your re­gis­tra­tion form in an elegant way

Using WordPress and MailChimp

Now you have created your re­gis­tra­tion form for your WordPress website: so now what? Users can now sign up for your service. In­ter­ested website visitors will enter in their personal in­form­a­tion that you’ve requested. MailChimp gives you the option to decide yourself which fields are ob­lig­at­ory or not. Since you are likely to use a double-opt-in method, an e-mail with a con­firm­a­tion link is auto­mat­ic­ally sent to the user. If the user confirms that they actually want to register for the news­let­ter, they will be forwarded to a page generated by MailChimp. A quick test will prove that the user is human, and not a bot, and they will then be added to the news­let­ter list.

Tip

to get people in­ter­ested in your news­let­ter, you could offer some in­cent­ives. A few tips and tricks help to increase the amount of people on your e-mail list

You’ve now mastered the first steps towards suc­cess­ful e-mail marketing. Now you must also execute your campaigns. You should plan the subject of your news­let­ter up to the correct e-mail signature. It can also be quite chal­len­ging to create ap­pro­pri­ate content for your news­let­ter. In any case, be sure to meet the re­quire­ments of your target group: then your e-mail marketing campaign will go down well with your customers.

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