The summary of ‘How to integrate Mailchimp and Webflow? (Basic Setup, Custom Fields, Tags)’

This summary of the video was created by an AI. It might contain some inaccuracies.

00:00:0000:13:03

The video provides a detailed walkthrough on integrating MailChimp with Webflow to manage newsletter sign-ups efficiently. The presenter outlines the process starting from accessing MailChimp's audience settings and retrieving the embedded form's action URL to inserting this URL in Webflow's form settings with the method set to 'post.' They guide on connecting individual form fields such as first name, last name, email, and phone number using MailChimp's merge tags like 'fname,' 'lname,' and 'EMAIL.' Moreover, instructions for adding custom fields and tags in MailChimp, and step-by-step execution on Webflow, are provided for better categorization of contacts, exemplified by the 'Fitness' tag. Finally, the presenter shows how to update these tags and embed corresponding code snippets into the Webflow form, ensuring successful integration and functionality. The video concludes by recommending additional resources and professional services for further development needs.

00:00:00

In this part of the video, the presenter demonstrates how to connect MailChimp with Webflow, enabling Webflow’s built-in forms to accept signups for a MailChimp newsletter and email list. The process starts by accessing the MailChimp account, navigating to the Audience section, and locating the embedded form’s action URL in the sign-up forms section. This URL is then copied and pasted into the form settings in Webflow, with the method set to ‘post’. The presenter then shows how to connect individual fields by copying the corresponding merge tags from MailChimp’s audience settings and pasting them into Webflow’s input fields, starting with the first name field.

00:03:00

In this part of the video, the presenter explains how to connect Webflow form fields to MailChimp. They set up the ‘first name’ field with the tag ‘fname,’ and then mirror this process for the ‘last name’ field using the tag ‘lname,’ clarifying that these tags are not visible to users. The email field is set up using the tag ‘EMAIL’ in all capital letters, which is standard in MailChimp. With all fields connected, they publish the project and test it by entering dummy data to ensure it works correctly. Upon submission, they confirm that the data appears correctly in MailChimp under the audience’s contacts, thus verifying the setup. Additionally, the presenter mentions how to add custom fields such as a phone number by creating a new field and tag in Webflow.

00:06:00

In this part of the video, the speaker demonstrates how to integrate a phone number field into a Webflow form and connect it with MailChimp. They start by changing the form input type to “phone” for proper validation. They then proceed to MailChimp, navigate to the ‘audience fields and merge tags’ settings, and copy the phone number field tag to the Webflow form settings.

Additionally, the speaker shows how to add a custom field to MailChimp in case it does not already exist. This involves creating the field in MailChimp, copying its tag, and pasting it in Webflow’s field settings.

The segment concludes with a detailed explanation of using MailChimp tags to categorize new signups. The speaker illustrates how to assign tags, such as “Fitness,” to new contacts by accessing the embedded forms settings in MailChimp and selecting the desired tags from the dropdown menu.

00:09:00

In this part of the video, the presenter demonstrates how to add a specific tag to a Webflow form and ensure it integrates with MailChimp. They start by selecting a ‘Fitness’ tag and proceed to integrate a code snippet into the form. It’s emphasized to copy a specific line of code correctly and embed it within the form in Webflow. The presenter stresses that the embed element must be inside the form, not the form block. After setting it up, they perform a test by filling out the form and verifying in MailChimp that the new contact is assigned the ‘Fitness’ tag, confirming the successful integration and functionality.

00:12:00

In this part of the video, the speaker explains how to change the tags assigned to a newsletter signup form. The process involves regenerating the signup form, revisiting the signup form page, selecting the new tags, copying the new tag code from the code snippet page, and pasting it into the form, followed by saving and closing the form. The speaker also suggests checking out a Webflow forms playlist for further learning and offers professional Webflow development services.

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