Installation & Configuration of our MailChimp Addon

«  Configuring the Marketing Tab

This add-on is included with your purchase of the Basic, Plus, or Pro edition of MemberPress.

Video Instructions:

Global MailChimp Setup


Per-Membership Merge-Tag Setup

Managing Segments and Campaigns

Written Step-by-Step Instructions:

Step 1 - Install MailChimp 3.0 Add-on

  1. In your dashboard, head to MemberPress -> Add-ons. There you will find a link to install the MailChimp 3.0 Add-on.
  2. Head to MemberPress -> Settings -> Marketing tab. You should now see the MailChimp 3.0 listed

Step 2 - Input MailChimp API Key

You can find your API Key in your MailChimp Account settings. Click the drop down arrow near the top right of the page where you see your MailChimp account name -> click on Account -> Extras drop down -> API keys -> Your API keys section. You may need to create an API key if none are listed.

If everything checks out, you should see the "Everything's Chimpy" message
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If you receive an error that says "Something went wrong. Double check your input." after you've entered your MailChimp API Key correctly, this generally indicates that MailChimp's API service (Akamai) is blocking your IP address as suspicious. You would need to contact MailChimp support to get things resolved.

Step 3 - Choose Your Audience

The MailChimp 3.0 Integration uses only one Audience. Select the list from the option just below where you entered your API Key. This is the audience you would like to be associated with your website members.

Step 4 - Choose Global MailChimp Merge Tag

MemberPress will add this Tag to all new members who signup on your site and set its value to either "0" or "1". A value of "0" is set if they did not check your opt-in checkbox when signing up. If you'd like to setup a special Tag for each Membership level, (strongly recommended) follow Step 5 below.
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Step 5 - Per Membership Merge Tags (Optional, but STRONGLY recommended)

The power of this integration comes from your ability to add a specific Merge Tag for each Membership level. We recommend that you create a "text" type Tag for each of your Memberships. MemberPress will set the value of these Tags to "active" when the member is active on that Membership, and "inactive" when the member is no longer active. This is a powerful way to create specific segments for your List and target only the customer's you want for your various marketing/news Campaigns.

To create a MERGE Tag in your MailChimp List for each of your Membership levels follow these instructions:

  1. Head to your Audience fields and MERGE tags settings for the Audience. You can get here by going to the Audience tab from your MailChimp Dashboard -> then use the drop down option at the right of the page to select Settings -> then click on the Audience fields and *|MERGE|* tags option. As can be seen here:

  1. Create new "Text" type fields which are not required and are not visible. We recommend creating a global Tag (Ex: All Website Users), and other Tags for each Membership Level (Ex: Bronze, Silver and Gold).
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  2. Lastly, you can specify the Tag to use for each Membership level when editing the Membership (under the Advanced tab)
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Recap

MemberPress will update the value of your Membership-specific Merge Tags to  active or inactive depending on the status of the member's subscription to that Membership level. You can use this information to create targeted, dynamic (auto updating) segments for your List.

MemberPress also sets a value of "1" to the global Merge Tag you have defined in the MemberPress -> Settings -> Marketing tab. This value may be set to a "0" if you have the opt-in checkbox enabled, and the user did NOT check that box when signing up. Think of the global Tag as a catch-all for every member on your site.

Send Custom Fields to MailChimp

By default, MemberPress sends email, first and last name to MailChimp, as well as update global merge and per membership tags. If you want to send a custom field that you created in the MemberPress → Settings → Fields tab, you'd need to follow these steps:

  1. Go to WordPress Dashboard → MemberPress → Settings → Fields tab and create a custom field as explained in the Creating Custom Fields section of this article or just copy the slug of a custom field. In the example below the slug is mepr_company_name.

  2. Log into your MailChimp account and head to your Audience fields and MERGE tags settings for the Audience. You can get here by going to the Audience tab from your MailChimp Dashboard → then use the drop down option at the right of the page to select Settings → then click on the Audience fields and *|MERGE|* tags option.

    Create a new "Text" type field that is not required and not visible, and has the same label as your custom field in the MemberPress → Settings → Fields tab. Make sure to save your changes.

    Copy the tag that you can see under the "Put this tag in your content" column. In my case it's MMERGE9.

  3. Go back to your WordPress Dashboard and insert the code below at the end of your theme's functions.php file or install Code Snippets plugin and add it there.

    add_filter('mepr-mailchimptags-add-subscriber-args', function($args, $user) {
    $company = isset($_POST['mepr_company_name']) ? sanitize_text_field($_POST['mepr_company_name']) : '';
    $args['merge_fields']['MMERGE9'] = $company;
    return $args;
    }, 10, 2);
    	

    Make sure to replace the MMERGE9 tag in the 3rd line with the tag you have copied in the 2nd step. You need to also replace both occurrences of mepr_company_name slug in the 2nd line with your slug from the 1st step.

When users sign up for membership, MemberPress will get the value entered into the custom field and send it to MailChimp. You will see this value next to the new contact in your MailChimp Audience table.

That's it. You can duplicate those steps to send as many custom fields as you want to MailChimp! You need to just duplicate lines 2-3 in the code above and replace tags, custom fields, and variable names.

You can use the same steps to send address fields to MailChimp. The slugs for address fields are:
mepr-address-one
mepr-address-city
- mepr-address-country
mepr-address-state
mepr-address-zip

I'm confused, help!

Shoot us an email from our support page if you need any further assistance with this integration.

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