How to Create Mailchimp Opt-in Forms to Capture Leads
In this tutorial, we will learn how to create Mailchimp subscribe forms (also called email sign-up forms or opt-in forms) by integrating MailOptin with Mailchimp for WordPress so you can start capturing and saving leads to your account.
It’s worth noting that our WordPress forms are Ajax. That is, it doesn’t require page reload.
Then go to the Optin Campaign page and click the Add New button at the top to create an optin form.
Enter a title for the campaign, select the optin type (for this tutorial, we’ll select lightbox) and click the optin form design you want.
You will then be redirected to the form builder where you have options and the flexibility to customize the optin form to your heart content.
Having finished customizing the form, open the Integration panel, Select MailChimp in Email Provider dropdown and the MailChimp List users will be subscribed to. You also have the option to disable double optin and assign MailChimp tags to subscribers and segment leads into MailChimp groups.
To actually get the opt-in to display on your site, toggle the activate switch ON at the top (close to “Save Changes” button).
Navigate to the “Display Rules” panel.
If you want the opt-in form to be displayed everywhere (all pages) of your WordPress site, also check “Globally load optin” otherwise use the page level targeting and triggers to determine how and where in your site the opt-in will be shown.
Finally, save the changes. Preview your website and you should see the optin displayed. If it doesn’t show up, be sure to clear your website and browser cache.
Follow the guide below to learn how to create other popular types of email opt-in form. And don’t forget to select MailChimp at Integration panel.
- How to Create a Notification Bar (Bottom/Top Bar) Optin
- How to Create a Slide-in Optin Campaign
- How to Create Before and After Post Optin Forms
- How to Create Sidebar Widget Optin Forms
Q: How do I send welcome emails to new leads?
A: MailChimp allows you to send a final welcome email to new leads. In order to send final welcome emails:
- Final Welcome Email must be enabled in your MailChimp account.
- Alternatively, if you choose not to enable the Welcome Email option then you need to setup 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.
Q: Can I Add MailChimp Groups?
A: Yes! see our guide for adding new leads to your MailChimp groups.