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Connect Mailchimp to WordPress with Uncanny Automator to boost user engagement and grow your business the easy way.
If you’ve been looking for the simplest way to connect your Mailchimp account to your WordPress website, then congratulations! You’ve stumbled onto the right page. Uncanny Automator is the fastest, no-code solution for all of your WordPress integrations.
Every WordPress website owner—from humble bloggers to e-commerce barons—understands the importance of a good customer relationship management (CRM) tool. And, with the ability to design beautiful campaigns that keep you in constant contact with your customers, Mailchimp is one of the best on the market. However, even with native Mailchimp integrations, it’s not always easy to fully integrate this powerful CRM tool into your WordPress workflows. But that’s where Uncanny Automator comes in.
In this brief (but very informative) guide, we’ll walk you through the steps of connecting Mailchimp to WordPress with the #1 WordPress automation plugin—Uncanny Automator. Follow these simple steps to create custom tags based on page/product views, launch targeted campaigns whenever you publish a post or listing and even unenroll customers from courses or groups whenever they unsubscribe from your Mailchimp audiences. With Automator, it’s all possible. And incredibly easy!
p.s. Make sure to read through to the end. We’ve included some great ideas to get you started with your WordPress and Mailchimp integrations.
Introduction to Uncanny Automator
The simplest way to connect Mailchimp to WordPress is with Uncanny Automator. As the #1 WordPress automation plugin, Automator connects all of your favorite apps and plugins to help you create powerful workflows. You’ll be able to save time, streamline your workflows, automate repetitive tasks and boost your bottom line. And you’ll never have to use a single line of code to do it.
For Mailchimp users, Automator offers 100+ unique ways to connect your CRM to your core WordPress website functions. Use Automator to stay connected to your customers, grow your Mailchimp audiences, create personalized customer profiles and so much more.
In the next section, we’ll show you how to download Uncanny Automator for FREE. Then we’ll get you started with your first WordPress and Mailchimp integration! And don’t forget to scroll through to the end for some great ideas on creating WordPress and Mailchimp integrations of your very own.
Connect Mailchimp to Automator
Connecting Mailchimp to WordPress with Uncanny Automator will be the easiest thing you do today. Uncanny Automator connects your favorite apps and plugins using recipes (i.e. combinations of triggers and actions). In this section, we’ll walk you through the three-step process of connecting Mailchimp to Automator so you can use both the triggers and actions associated with your CRM. In just a few clicks, you’ll have the time-saving power of Automator and the communication power of Mailchimp right at your fingertips.
Step 1: Download Uncanny Automator
To connect Mailchimp to WordPress, you’ll first need to download the Uncanny Automator plugin. From your WordPress Admin Sidebar, navigate to Plugins > Add New. In the search bar, type in “uncanny automator” then press Enter on your keyboard. The Uncanny Automator plugin will be the first search result. Click Install Now then Activate.
To use Automator’s app integrations such as Mailchimp, you’ll either need a paid plan or app credits. Fortunately, Automator offers all new users complimentary app credits so they can try out premium app integrations.
To register your account and redeem your app credits, head to Automator > Settings in your WordPress Admin Sidebar after downloading the free plugin. Under the General tab, click on License then Connect your site and follow the prompts.
Now that you’ve downloaded Automator and received your app credits, you can connect Mailchimp to your WordPress website.
Step 2: Enable Mailchimp Actions
With Uncanny Automator, actions are the events that occur as a result of another, predefined event called a trigger. Enabling Mailchimp actions happens automatically once you connect your Mailchimp account to Uncanny Automator. Here’s how it’s done.
From your WordPress Admin Sidebar, navigate to Automator > Settings. Click on the App integrations tab and scroll down to Mailchimp. Next, click on Connect Mailchimp account and follow the prompts.
That’s it! If you only want to enable Mailchimp actions (i.e. events on your WordPress website make changes to your Mailchimp account) then you can skip ahead. However, to fully integrate Mailchimp and WordPress and to create the most powerful automations, you’ll want to enable triggers as well.
Step 3: Enable Mailchimp Triggers
With Automator, enabling Mailchimp triggers requires the use of webhooks. If you’ve never used webhooks before, don’t worry. As long as you can copy and paste, you can set up your Mailchimp triggers.
Once you’ve connected your Mailchimp account to Automator, you’ll see the option to Enable triggers. Simply toggle the button.
Once you’ve enabled the triggers, a panel will appear with the instructions for setting up your triggers. Highlight and copy the URL provided in the Webhook URL field.
In a new tab in your browser, sign in to your Mailchimp account. From the sidebar in your account’s homepage, navigate to Audience > Audience dashboard. In the upper-right hand corner, click on the drop-down button labeled Manage Audience then click on Settings.
Once you’re on the Settings page, scroll down to and click on Webhooks. Mailchimp will take you to a new page. On the Webhooks page, click on Create New Webhook.
Paste the webhook URL into the Callback URL field at the top of the page. Make sure that all of the options for sending updates are selected. By default, the only option that should not be selected is the final one, Via the API. Make sure to select that one before clicking Save.
After you’ve configured your webhook, Mailchimp will return you to the Webhooks page.
Congratulations! You’ve now fully integrated your Mailchimp account into your WordPress website! With this powerful integration all set up, you can start to automate tasks between Mailchimp and WordPress.
Connect Mailchimp to WordPress
Automator connects your favorite apps and plugins using recipes. These combinations of triggers and actions allow you to create automated workflows that reduce your administrative overhead and save you time.
In this section, we’ll show you how to connect Mailchimp to WordPress with an Automator recipe that adds a custom tag to any contact in your Mailchimp audience whenever they view a product. It’s a simple recipe to set up that can help you create personalized shopping and marketing experiences for your regular customers. Here’s how it’s done.
Step 1: Create a New Recipe
From your WordPress Admin Sidebar, navigate to Automator > Add New. A pop-up window will appear in a new screen where you can select your recipe type. We’re creating a recipe that runs on users who are registered with our site. As such, we’ve selected Logged-in users. (In later examples, we’ll show you how to easily run Mailchimp recipes on any site visitors you might have, logged-in or otherwise.)
Step 2: Name Your Recipe
Once you find out how easy it is to set up Automator recipes, you’ll be making more every minute. As such, it’s good to get into the habit of giving your recipes a name that makes them easy to recognize at a glance. For example, we’ve named this recipe Custom Product Tags. You could also name recipes based on the integrations involved. Following that convention, we might have named this recipe WordPress + Mailchimp: Product Tags.
Step 3: Configure Your Trigger(s)
In the Triggers panel, from the menu of available integrations, click on WordPress.
From the drop-down list that appears, select your desired trigger. For our recipe, that would be A user views a custom post type.
Automator will prompt you to select the Post type and Post. For our example, select Product from the drop-down list in the Post Type field. In the Post field, leave the default selection of Any product (we’ll explain why in the next step when we configure our action).
When you’re finished, click Save. Your trigger should look like this:
Step 4: Configure Your Action(s)
In the Actions panel, click on Add action. From the menu of available integrations, click on Mailchimp.
From the drop-down list that appears, select Add a tag to a contact.
Automator will prompt you to select the Mailchimp audience. In the Tags field, select Use a token/custom value. In Automator, tokens are dynamic pieces of data pulled from across your WordPress website and even from within recipes. We’re going to use tokens in this recipe to create dynamic tags for our products (this is why we left the default option of Any product in our trigger).
To select the token associated with our product, click the Asterisk in the subfield that appears after selecting Use a token/custom value. From the drop-down list, under Triggers, select A user views Any product 1 times(s) > Post title. The Post title token will create a new tag with the title of the product as its name.
Next, Automator will prompt you to select the contact that you would like to tag. Once again, we’re going to use a token so that our recipe will be able to match the customer’s email on our WordPress website with their contact email in our Mailchimp audience. In the Email field, click on the Asterisk and select Common > User email from the drop-down list.
Once you’re finished, click Save. Your action should look like this:
Step 5: Go Live!
You’re just one more click away from creating an auto-tagging sensation! All that’s left for you to do is to toggle your recipe from Draft to Live.
Your completed recipe should look like this:
Give yourself a round of applause. You’ve just connected your Mailchimp account to WordPress! And you did it for FREE!
More Mailchimp and WordPress Integrations
Now that you know how to connect Mailchimp to WordPress, it’s time to start creating some powerful automations of your own. But there’s no need to stop at core WordPress functions. Automator has more than 100 integrations so that you can connect Mailchimp to any (or all) of your favorite apps and plugins. To get you started, we’ve put together five of our users’ favorite WordPress and Mailchimp integrations.
Throughout this section, we’ll be using some Automator Pro features that your complimentary app credits wouldn’t have unlocked for you. To try out these powerful automations, click here and download Automator Pro. It’s the time-saving tool you’ve always wanted.
1. Connect Mailchimp to WooCommerce
In order to run a successful e-commerce business you’ll need to identify your most valued (and valuable) customers. But getting your e-commerce statistics to sync with your CRM isn’t always the most straightforward process. Unless you had a WooCommerce and Mailchimp integration like the one pictured above. With that recipe, we’re able to easily identify our most valued customers with a VIP tag whenever they place an order worth $1,000 or more.
2. Connect WPForms to Mailchimp
If you’re using a WordPress form-building plugin like WPForms to grow your customer base, adding new contacts to your Mailchimp audience can be a tedious and time-consuming task. But with the recipe above, you can automatically add new contacts to your Mailchimp audience whenever someone registers on your website.
Alternatively—as in the recipe pictured above—you can add new customers to your Mailchimp audience using their contact information at checkout, regardless of whether or not they are users on your website. Automator also gives you the option for double opt-in (i.e. customers will have to confirm their subscription via email) so that your customers remain in control of their communication and privacy.
3. Grow Your Mailchimp Audience with Advanced Coupons
With the previous recipes, we showed you how easy it is to automatically add new registrants or customers to your Mailchimp audience (whether or not they’re existing users on your WordPress website). Nevertheless, it can still be a challenge to get new customers to sign up for your mailing list. With the recipe pictured above, however, we’re able to automate our incentive program. Whenever a new contact is (automatically) added to our Mailchimp audience, they will (automatically) receive $10 in store credit with the Advanced Coupons plugin.
4. Launch Beautiful Mailchimp Campaigns From WordPress
Growing your Mailchimp audience isn’t the only task that you can automate. The recipe picture above is one of the most powerful automations you can create with Mailchimp and Automator. You can automatically launch entire Mailchimp email campaigns based on actions on your WordPress website. It’s the perfect way to keep your Mailchimp contacts informed about your latest real estate listings, new event sponsors and even additions or changes to your business directory.
Additionally, because you’ve connected your Mailchimp account to Automator, you’ll be able to target your campaigns with your existing tags and segments. Most importantly, you can use your existing Mailchimp email templates and populate them with Automator tokens.
Saying, “Auf wiedersehen,” to your Mailchimp contacts is never easy. It’s even more painful when you have to manually remove those contacts from the LearnDash courses and/or BuddyBoss groups that their subscription gave them access to. With the recipe pictured above, however, you can automate the process of removing contacts from your course or group offerings whenever they unsubscribe from your Mailchimp audience.
Those are just some of the powerful WordPress and Mailchimp integrations that our users find most beneficial. Now that you’re an Automator Pro yourself, you can come up with some time-saving recipes of your own. What are some of the Mailchimp and WordPress integrations that you would like to see? Let us know in the comments section below.