Mailchimp & Gravity Forms: Managing Lists with Groups & Segments

Mailchimp & Gravity Forms: Managing Lists with Groups & Segments

We'll be discussing the "One List Managed by Groups" principle from MailChimp, showing how to configure groups in MailChimp and how to use Gravity Forms in WordPress to create a form that communicates with those Groups.

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Jim True

July 13, 2017
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Transcript

  1. MailChimp & Gravity Forms Workshop: Managing Lists with Groups &

    Segments
  2. Jim True Support Lead & Community Manager
 Pods Framework pods.io

    | @podsframework jimtrue.com | @jimtrue
  3. Why do you have a mailing list?

  4. Why do you have a mailing list? Subscribers

  5. Why do you have a mailing list? CRM Subscribers

  6. eCommerce CRM Subscribers Why do you have a mailing list?

  7. Why do you have a mailing list? CRM eCommerce Drip

    Market Subscribers
  8. Lists vs. Groups vs. Segments

  9. Lists Bill by Subscribers 1 email = 1 subscriber X

    10 10 emails = 10 subscribers X 5 X 10 50 emails = 50 subscribers
  10. Groups Organize Lists 1 List 5 Groups 1 email =

    1 subscriber 5 emails = 5 subscribers 2000 emails = 2000 subscribers 1 List 10 Groups 1 List 60 Groups
  11. Segments utilize Groups Client Type “Current” “Lead” “Lost” Interest “Business”

    “Design” “Development” Meetup “STP” “TPA” “NPR”
  12. Creating Groups • Select a List • Manage Contacts •

    Groups
  13. Is this on your Signup Form?

  14. Group Categories & Names

  15. Group Categories & Names 60 Groups across each List

  16. Grab your MailChimp API

  17. Gravity Forms w/MailChimp

  18. Gravity Forms w/MailChimp • Add MailChimp API to Gravity Forms

    • Create a New Form • Settings, Mailchimp, Create a new Feed • Select the Mailing List with the Groups • Create Form Fields to Match Up
  19. Demo Time

  20. Questions?

  21. Jim True Support Lead & Community Manager
 Pods Framework http://pods.io

    | @podsframework http://jimtrue.com | @jimtrue
  22. WordPress St Petersburg Meetups Monthly in St Pete @ Iron

    Yard
 1st & 2nd Thursdays every Month http://tampabaywp.org | @tampabaywp Slack Chat | Facebook Group | Meetup
  23. Thank you! Iron Yard St. Pete Next CoHort Starts 8/28/2017

    Iron Yard St. Pete | @theironyard #tampabay