Mailchimp

Installation

You can install the MailChimp plugin using 2 different ways:

• Automatic Installation: You can install a plugin from the backend of your WordPress. Click Here to see how you can do the automatic installation.
• Manual Installation: You can install the plugin manually using SFTP or FTP tool as well. Click Here to see how you can do a manual installation.

Obtaining MailChimp API keys

1. To get a new API Key for MailChimp, please go to the account link on navigation (avatar dropdown menu), and go to the account section.
   
2. Go to 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

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 is 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. 1. Audience List Type selection:

Here the admin gets an opportunity to select upon the list of contacts(audience list 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.

1. 1. 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:

1. When New Created: As soon as a new user is registered, it is automatically synced to 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.

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

Note: Only after the Admin tick the checkbox to Enable registration sync with Mailchimp, then the data gets synced.

2. Field Mapping with Mailchimp

• Registration FieldsThe Left-hand fields show you all the fields you generate from the registration form fields. (WP Admin>> Event Registrations >> Registration forms >> form fields).The right-hand side fields are associated fields in the mailchimp form.Please associate correct attributes that you want to sync from Registration form fields to Mailchimp form fields.

How To Manually Sync the Data at Admin panel

In order to manually sync the data, the author has to select manually in the Sync type when setting up the Mailchimp Plugin.

1. Manually Sync Registration Data

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

Integrating API keys at Frontend for Organizers

The organizers can sync their user’s data from the frontend in their mailchimp account.

1. Go to Event dashboard >> MailChimp >> Settings.
2. Copy the API key from the mailchimp account and paste it in the box asked.
3. Click on save settings

MailChimp Settings at Frontend

After the keys are connected, certain settings have to be done in terms of how the data should be synced.

1. 1. Audience List Type selection:

Here the organizer gets an opportunity to select upon the list of contacts(audience list that has already been created in your mailchimp account) or do a syncing type based on Events.

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

1. 1. 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 is registered, it is automatically synced to 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.

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

2. Select Custom Fields to be synced

   • Registration FieldsThe Left-hand fields show you all the fields you generate from the registration form fields. (WP Admin>> Event Registrations>>Registration forms>> form fields).The right-hand side fields are associated fields in the mailchimp form.Please associate correct attributes that you want to sync from Registration form fields to Mailchimp form fields.
   • Contact Organizer FieldsThe Left-hand fields show you all the fields you generate from the Contact Organizer form fields. (Wp Admin>> Event Manager>>Contact organizer form fields).The right-hand side fields are associated fields in the mailchimp form.Please associate correct attributes that you want to sync from contact organizer form fields to Mailchimp form fields.

How To Manually Sync the Data at Frontend

In order to manually sync the data, the author has to select manual in the Sync type when setting up the mailchimp Plugin in the event dashboard.

1. Manually Sync 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, as subscribed.

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 Event from frontend?

In order to sync the data on the basis of the events, the author has to select Event based selection in the Audience list type, while setting up the mailchimp on the event dashboard.

1. Go to Event Dashboard >> MailChimp>> settings.
2. Click on the Event-based selection in the audience list type.
   
3. Go to 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 will be disabled, hence the organizer needs to select the audience list for particular events from this section.
6. Similarly, select the list for all the events individually.
7. Now, these lists are saved for particular events.Now depending upon your sync type, Auto or manual, the lists will be synced. In case if it’s auto, the registrations will be synced automatically either when the user is registered or on basis of Cron job, and it the settings are manual, you need to manually sync the attendees from the Event dashboard>> MailChimp>> Sync registrations
8. Check mailchimp account.
9. All the data will be synced.
   

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