Over the last few months, I’ve had over a dozen emails from readers asking me if I could write a detailed post outlining exactly how to set up MailChimp with Thrive Leads.
Since I’m a huge fan and user of both MailChimp and Thrive Leads, I’ve decided to create this post to help a few of you out.
In this post, I will share with you step-by-step what you need to do in order to get Thrive Leads to work with MailChimp, so let’s get straight on the case.
Here’s what we’re going to cover:
- MailChimp signup forms and response email settings
- Creating MailChimp to Thrive Leads API connection
- Connecting Thrive Leads forms with MailChimp
I’m not going to cover things like how to set up a MailChimp account, or how to create a list in MailChimp. I’m going to assume you already have these setup or at least know how to do this.
If you’re just discovering this post for the first time and have no idea as to what MailChimp or Thrive Leads are, here’s a brief introduction.
What is MailChimp?
MailChimp is the email marketing service provider that I’m currently using for my business. MailChimp is very popular and boasts a host of cool tools and features for bloggers and businesses.
I use MailChimp because they’re extremely good value for money, especially for bloggers and online businesses looking to build their email list on a budget. Click here to learn more and signup to MailChimp.
What is Thrive Leads?
Thrive Leads is a powerful email opt-in form and list building plugin for WordPress. It comes with a host of predesigned opt-in form templates, A/B split testing tools, metrics tools and more.
Thrive Leads comes with a host of predesigned opt-in form templates, A/B split testing tools, metrics tools and much more. Learn more about Thrive Leads and purchase here.
OK so now let’s get started!
1. MailChimp signup forms and response email settings
Let me share with you exactly how I have these setup for my website.
It’s very simple because most of the settings and configurations are actually made in Thrive Leads. Although I do add some small customization to the opt-in forms in MailChimp, I prefer to use my own custom built forms using Thrive Leads.
The only pages I customize in MailChimp are the ones highlighted. See image below.
So these pages include:
- Signup form
- Signup form with alerts
- Opt-in confirmation email
- Opt-in confirmation reCAPTCHA
- Final welcome email
The reason the ‘signup thank you page’ and the ‘confirmation thank you page’ are both grayed out in the image above, is because I already created these inside my WordPress site using another plugin called Thrive Content Builder.
I prefer to create a custom ‘thank you page’ on my website instead of sending new subscribers to a default ‘thank you page’ somewhere in MailChimp.
The reason being is so that I don’t take anyone off my site after they subscribe, I like to keep my visitors on the same page they were on when they opted in. It just creates a better user experience for them I think.
Plus with a custom ‘thank you page’ I can add my own content, links, and offers.
So once I have all these pages setup, the next step I take is configuring Thrive Leads with MailChimp using API connection.
2. MailChimp to Thrive Leads API connection
To set up and configure Thrive Leads with MailChimp is ever so easy. Just follow the steps below.
Log into your MailChimp account. In the top right-hand corner, click on the little face-down arrow and you’ll see a list of options. You’ll see Profile in the drop-down menu. Click on it. See image below.
Now under the Extras drop-down menu, you’ll see API keys. Click on this tab. See images below.
Once you’re on the API Keys page, what you’ll need to do here is create a new API key.
When creating your API key, make sure to change the label name so you know what the API key is used for. For instance, you could just name it ‘Thrive Leads’. See image below.
Once you’ve created your API key, you’ll need to add it to Thrive Leads.
To do this, simply copy the API Key (long numbers and letters), log into your WordPress dashboard and go to Thrive Dashboard > Manage API Connections > Add New Connection > select MailChimp under Email Marketing, then paste the code into the box provided. See image below.
Hit Connect and with a bit of luck, you should have completed the API connection for Thrive Leads and MailChimp. You can always test the connection from the Active Connections dashboard.
3. Connecting Thrive Leads forms with MailChimp
Now all you need to do is connect your custom Thrive Leads opt-in forms to your email list in MailChimp using API connection. This is the easy part.
Go to Thrive Leads and then go to edit one of your opt-in form designs as you would normally. See below.
In the opt-in form editor page, click on the actual opt-in form email field to edit it. See below.
You will see the Lead Generation Option bar pop up. Now click on the button that says Connect with Service as shown below. See image below.
You can now create a new connection for your form. Hit the button Create a new Connection. See image above.
You have the option to either connect with HTML or with API. Select API as your type of connection. Then click on Go to the next step. See image above.
OK so now choose from your list of existing API connections. Since we already done the set up for MailChimp in Step 2, we can simply select MailChimp if it’s not already selected, and the name of your mailing list.
You can also choose Grouping, and I would just ensure that you have Doube-optin enabled as well. Once you’re done simply hit Save. See image above.
You’ve successfully set up MailChimp with Thrive Leads. Your visitors will be able to use your opt-in forms immediately and get on your list.
If you get stuck with any of the steps above, please don’t hesitate to get in touch with me. I might be able to help you. Or you can check out this page to learn more about my web design and WordPress consultation services.