Mailchimp

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

Installing The Plugin

The installation process is the same for all the addons, offered by WP Event Manager. They can be both installed automatically and manually.

• Automatic Installation: You can install the plugin from the backend of your WordPress. 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, here are the steps you need to take.

1. Go to the account link on navigation (avatar dropdown menu), and go to the account section.
   
2. Extras >> API Key >> Create A Key.
3. After the key is created You will see the key in the “Your API key” section.

Integrating API keys with WordPress at Admin panel

To integrate the API keys with WordPress at the Admin panel, here are the steps you need to take.

1. Go to Admin >> Event Manager >> MailChimp.
   
2. Copy the API key from the Mailchimp account and paste it to the WordPress dashboard.
3. Save settings.
   

Your Mailchimp account will be synced with the WordPress website.

MailChimp Settings at Admin Panel

After the keys are connected, certain settings need to be performed in order to enable the functioning of Mailchimp.

1. Audience List Type selection:

Here, the admin gets an opportunity to select the audience list type that has already been created in your mailchimp account.

This type can be either on the basis of events or one list that syncs all the data.


2. Select MailChimp Sync Type:



3. Auto- When you select the Auto-sync type, the data gets synced automatically.

When you select auto sync type, we offer you to further 2 options:

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

2. 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.

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

Note: The registered user data gets synced only if the admin tick marks the checkbox to.Enable registration sync with Mailchimp.

Field Mapping with Mailchimp

• Registration Fields: TThe Field Mapping with Mailchimp section is divided into two parts. The left hand side contains all the registration fields whereas the right hand side is for the Mailchimp form.
• To go to this page follow the below mentioned steps:

WP Admin>> Event Registrations >> Registration forms >> form fields

How To Manually Sync the Data at the Admin panel

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

1. Manually Sync Registration Data

To manually sync the Registration data, here are the steps you need to take,

1. Go to Wp admin >> Event Registrations >> All Registrations.
2. Select the events/ and checkmark the audience to be synced. (the registrations received for the event)
3. Click on Bulk Action..
4. Click on Sync with Mailchimp.
5. Check mailchimp account.
6. All the data will be synced.
   

Also, the status of the user synced can be seen in the mailchimp column, as subscribed, just before the user status on the same dashboard.

2. Manually Sync Contact Organizer Form Data

Manual Syncing is not possible with the Contact Organizer form data. The information is always automatically synced.

Integrating API keys at the Frontend

The organizers can sync their user’s data from the frontend in their mailchimp account. Here are the steps they need to follow:

1. Go to theEvent dashboard >> MailChimp >> Settings.
2. Copy the API key from the mailchimp account and paste it in the box which says Enter Mailchimp API key.
3. Click on save settings.

MailChimp Settings at the Frontend

Once the keys are connected, certain settings have to be done to determine how the data should be synced.

1. Audience List Type selection:

Here, the admin gets an opportunity to select the audience list type that has already been created in your mailchimp account.

This is type can be either on the basis of events or one list that syncs all the data.


2. Select MailChimp Sync Type:

• Auto- When you select the Auto-sync type, the data gets synced automatically.

When you select auto sync type, we offer you to further 2 options:

When New Created: As soon as a new user registers, his or her data is automatically synced to the Mailchimp list.

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.

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

Select Custom Fields to be synced

To select custom fields to sync, here are the steps you need to take:

• Registration Fields This section is divided into two parts. The left hand side contains the registration form field, whereas the right hand side is for the Mailchimp form.
• You need to take the following steps to go to the page:

WP Admin>> Event Registrations>>Registration forms>> form fields.

• Contact Organizer FieldsThe Contact Organizer Matches Attribute page is also divided into two sides. The left hand side contains the Contact Organizer form fields whereas the right-hand side is for the Mailchimp form fields. Wp Admin>> Event Manager>>Contact organizer form fields.To reach out to this page, here are the steps you need to take.
• WP Admin>> Event Manager>>Contact organizer form fields.

How To Manually Sync the Data at Frontend

In order to manually sync the data, a user has to manually select the Sync Type while setting up the Mailchimp Plugin in the event dashboard.

1. Manually Sync the Registration Data

1. Go to Event Dashboard >> MailChimp>> Sync Registrations.
2. Select the event.
   
3. Tick mark the attendees to be synced.
4. Click on Sync.
   
5. Check mailchimp account.
6. All the data will be synced.
   

Also, the status of the user synced can be seen in the Mailchimp column.

2. Manually Sync Contact Organizer Form Data

Manual Sync does not apply to contact organizer form data. The information is always automatically synced.

How To Sync Data on the Basis of Events from the Frontend?

In order to sync the data on the basis of the events, a user has to pick the Event based selection in the Audience list type, while setting up the Mailchimp plugin on the event dashboard.

1. Go to the Event Dashboard >> MailChimp>> settings.
2. Click on the Event-based selection in the audience list type.
   
3. Go to the Event dashboard >> Events.
4. Select the event and expand it by clicking on the three lines.
5. In the MailChimp section, select the list that you want these event registrations to be synced in.
   
   Note: By default, the sync for all the events is disabled, hence the organizer needs to select the audience list for particular events from this section.
6. Similarly, select the list for each events.
7. Now, these lists are saved for specific events.Now depending on your sync type, Auto or manual, the lists will be synced. In case you choose the auto option then the registration data will be synced automatically either when a user registers to on the basis of Cron Job. On the other hand, if you choose the manual option then you need to manually sync the attendee data from the Event dashboard>> MailChimp>> Sync registrations.
8. Check your mailchimp account.
9. All the data will be synced.