How it works |
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When sending in the form, form entries will be forwarded to Mailchimp in order to have them saved within your mailing list. |
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Instructions |
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In MailChimp:
Login to your Mailchimp account or create one if you don't have one yet.
To correctly set up the webhook you'll need some codes from Mailchimp.
The Mailchimp API Key:
This allows Formdesk access to your Mailchimp account. See Account > Extras > API Keys of your Mailchimp account. |
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The List ID:
This is the ID that refers to the list that is used to process the form data. See Lists > Settings (of the specific list) > List settings and unique ID. You will find the List ID on the bottom of the page. |
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List fields:
By default a Mailchimp List contains 3 fields: email address, first name, last name. These can be changed or expanded from within: Lists > list data (of the specific list). Write down the "tag(s)" for use in the webhook. See example below. |
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For this example write down: FNAME, LNAME and COMPANY |
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In Formdesk:
Form
Ensure that the Formdesk form contains the fields which need to be included within the Mailchimp mailinglist.
Webhook
On the Settings Tab go to "Webhooks" and choose "New webhook..." |
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Settings
Select the webhook “MailChimp”, several fields will now be set automatically.
At the section "URL" replace the word "SERVER" by the string behind the "-" of the API key and the "LISTID" by the List ID. For example:
If your API key is myapikey-us2 then the URL is as follows:
https://us2.api.mailchimp.com/3.0/lists/12345678/members
At Headers, replace the "APIKEY" with your API Key.
Data
Now create the mapping between the MailChimp fields and the Formdesk identifiers, for example: |
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Click OK to save the webhook. |
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Testing |
Go to the Questions Tab, click on "Test form", fill in the form and click Send.
Afterwards check whether the data is added to the specific mailinglist within Mailchimp. Depending on your Mailchimp account settings, this will be done immediately or after activating the email address by clicking on the link in the email message that you received. |
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Suggestions |
Sending criteria
Use "Sending criteria" whenever you want the data be submitted only if the user has indicated the wish to be notified of future email messages from you, for example by ticking the option 'Subscibe to Newsletter'.
Autoresponder
It is also possible to have the user of the form receive an email message (Autoresponder) from Mailchimp after several days, with an edit link of the form included.
Therefore within Mailchimp create an adjusted field which will have an edit link filled-in after the form has been sent in.
Within "Data" of the Mailchimp webhook, include the Mailchimp field as parameter (for example "merge_vars[editlink]”) and the Formdesk edit system code as value (for example “[_fd_Edit_Once_Url],").
After the form is sent, the edit link will be available within Mailchimp, after which it can be used within an Autoresponder email template. |
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