How to Connect OptinMonster with Mailchimp

OptinMonster offers seamless integration with Mailchimp email marketing service. Connecting OptinMonster to your Mailchimp email list is very easy.

In this article, you’ll learn how to connect Mailchimp with OptinMonster.

Connect Mailchimp

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To send leads to Mailchimp, follow these steps:

1. Before you start, you’ll need a Mailchimp API Key. You can generate and copy an API Key from your Mailchimp account following this guide.
2. Navigate to the Integrations view in the campaign builder, search for and select Mailchimp.
   
3. Enter a Mailchimp Account Name (*internal use only) and your Mailchimp API Key in the appropriate fields, then select the Connect to Mailchimp button.
   
   *The Mailchimp Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one Mailchimp integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns.
4. Required: Once the Mailchimp integration has been connected select the Mailchimp Audience you wish to send leads to from the Email Provider Lists field.
   
5. Optional: You can also configure Double Opt-in and specify *List Tags to assign to leads.
   
   *Only Tags that you’ve already created through your Mailchimp account will be available to choose from. If you don’t see any tags available be sure to log into Mailchimp and create the desired Tag(s) for the Audience you’ve selected in Step 4 above.
6. When you’re finished, Save your campaign.

Enable Single Opt-in

By default, double opt-in is enabled when you integrate with Mailchimp.

To enable single opt-in, follow these steps:

1. From the Integrations view in the campaign builder, select your Mailchimp integration.
   
2. Next, toggle the Enable Double Opt-in? option off.
   
3. When you’re finished, Save the campaign.

Add to Groups

OptinMonster makes it easy to add leads to specific Mailchimp Groups when using our native integration.

Before you begin, make sure the Group(s) you want to assign Leads to already exist in your Mailchimp Account. Learn how to create Mailchimp Groups.

Automatic

You can automatically assign all new Mailchimp leads to one or more specific Groups.

To automatically assign leads, follow these steps:

1. In the campaign builder, navigate to the Integrations view and select your Mailchimp integration from the sidebar.
   
2. First, add a Group Label. When using Automatic Group assignment this Label is not visible in the campaign and only for your own reference.
   
3. For the Groups Selection Type option toggle the Hidden button to enable Automatic Group assignment.
   
4. All available Groups for the Mailchimp Audience you’ve set for this integration will be listed.
   Select one or more Groups to automatically assign leads to in Mailchimp.
   
5. When you’re finished, Save the campaign.

Manual

Alternatively, you can let your visitors choose which Group(s) they would like to be added to.

To manually assign leads, follow these steps:

1. In the campaign builder, navigate to the Integrations view and select your Mailchimp integration from the sidebar.
   
2. First, add a Group Label. When using Manual Group assignment this Label is visible in the campaign.
   
3. For the Groups Selection Type option toggle the Visible button to enable Manual Group assignment.
   
4. Next, select whether you wish to use Checkboxes or Radio Buttons for the Group options.
   Checkboxes will allow visitors to select multiple options. Radio Buttons allow visitors to choose only a single Group option.
   
5. Optional: You can arrange the order of the Group options by selecting the vertical dots icon and dragging the option to the desired position.
   
6. Optional: You can make some or all Group options checked by default.
   
7. Optional: You can hide any Group option by toggling the visibility icon.
   
8. Optional: You can enable the Replace Subscriber Groups option. This setting is disabled by default.
   When enabled, a visitor’s selected Groups will replace any Groups from previous opt-ins.
   
9. When you’re finished, Save the campaign.

To combine automatic and manual Group assignments, select lists on both sides. First, set up automatic groups, then configure manual groups.

Add Extra Fields

Before you begin using Field Mapping with Mailchimp, please consider the following:

• Custom fields are referred to as Merge Fields in your Mailchimp account.
• The following custom fields are reserved in Mailchimp and cannot be mapped to:
  • NAME
  • FNAME
  • LNAME
  • SIGNUP
  • PHONE (use the Phone field to send data to this Merge Tag)
  • CPNCODE (the Coupon Code won when creating a Gamified spin-to-win campaign)
  • CPNLABEL (the Coupon Label when creating a Gamified spin-to-win campaign)
• Custom field tags must only contain uppercase letters and underscores. They are limited in length to 10 characters.
• Automatically created custom fields are added as text fields in Mailchimp. This can be avoided by manually creating your custom fields in Mailchimp before mapping to them in OptinMonster.
• You can manage your custom fields in Mailchimp following this guide.

Form Embed Block

Alternatively, you can add any Mailchimp webform to your campaign using our Form Embed block.

Get started adding a custom form to your campaign

Email Automations

To send emails automatically to new leads you’ll configure email automations within your Mailchimp account.

The following guides from Mailchimp may be helpful to get started:

• Create a classic automation
• Create an automated welcome email
• Create an RSS to email automation

If you are planning to send a welcome email, one of the following must be done:

• The final welcome email option must be enabled in your Mailchimp Account.
• OR you need to set up an automation workflow in Mailchimp that sends an email once someone subscribes to your list.

For marketing purposes, most users should use the Mailchimp automation to send a series of emails to new subscribers.

Testing

We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.

Before you begin, please be aware of the following details when testing Mailchimp integrations:

• Previously submitted or already subscribed leads are treated differently by Mailchimp than new leads. For this reason, we recommend using a completely unique email address each time you test submit your campaign’s form. You can use a free tool like TempMail.io or learn how to create unlimited unique email addresses from a single Gmail account.
• Unsubscribed or deleted email addresses are not permitted by Mailchimp to be re-subscribed through their API. If you wish to support re-subscription you will need to create your form using Mailchimp’s form builder and add it using our Form Embed block instead.
• If an email address is submitted through any form that has double opt-in enabled it is held in a queue by Mailchimp, requiring the user to confirm the subscription before it is added to your Audience. Even if the email is submitted through a different form that has single opt-in enabled, Mailchimp will still require the address to be confirmed through double opt-in.
• If the lead is captured in Mailchimp but you do not receive any automated emails it indicates the integration from OptinMonster to Mailchimp is correct, and the issue is with the automated email configuration. Mailchimp controls email automation exclusively. If you require assistance in troubleshooting email automations we recommend reaching out to Mailchimp support directly.

Get started testing with the Live Site Inspector tool explained in our guide on how to test an OptinMonster campaign.

Spin-a-Wheel Support

If you are configuring a Gamified spin-to-win campaign, spin-a-wheel support is automatically enabled when using our native MailChimp integration. The Coupon Label and Coupon Code will be passed as custom fields with each lead.

When reviewing your Mailchimp Merge Tag settings you’ll see these custom fields represented as CPNLABEL and CPNCODE.

FAQs

Can I send leads to more than one Audience?

Yes! See our Lead Sharing guide to accomplish this.

How do I configure single or double opt-in?

See our guide on single vs. double opt-in.

Is it possible for me to add a phone field to my campaign?

Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.

Can I capture the IP address of my lead in Mailchimp?

Yes, we automatically send the IP Address of leads when using our Mailchimp integration. The IP Address is passed to one or both of these Mailchimp field(s):

• ip_signup
• ip_opt

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Troubleshooting

The campaign is capturing leads but shows 0 conversions in analytics.

Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.

Why are there no Tags available to select from when configuring my Mailchimp integration?

If there are no Tags available it means none have been created yet in your Mailchimp account for the Audience assigned.

You can follow this guide to create Tags in your Mailchimp account. Those will then be available to choose from for your Audience.

MailChimp Merge Field Error

If you’re using MailChimp and receiving the following error:

Oops! It looks like there was an error: There was an error with your submission: Your merge fields were invalid

This error occurs when:

• Your MailChimp’s List settings require a certain field, such as the First Name input field, but you’re not displaying the First Name field in your campaign;
• OR the First Name input field has a name other than FNAME in your MailChimp account’s settings.

To correct the issue:

1. Log into your Mailchimp account to edit your Merge tags.
2. Locate your required field (such as the First Name field) and disable the required option if you aren’t displaying the First Name field.
   
3. Be sure to Save Changes and your form should be ready to submit!

Why is the phone number not getting saved in my Mailchimp Audience?

To correct the issue:

1. Log into your Mailchimp account to edit your Merge tags.
2. Make sure your phone field’s Merge tag has the value of PHONE.
   
3. Be sure to Save Changes and your campaign should now capture phone numbers submitted with each lead!

Why am I receiving a “failed to connect” error when trying to connect Mailchimp with OptinMonster?

This can happen if the API Key you’re using has maxed out the number of allowed simultaneous connections.

We recommend creating a new Mailchimp API Key to connect to OptinMonster to resolve this issue. If you’re unable to generate a new API Key for some reason, re-trying every 5 minutes until the connection is accepted should also resolve the issue.