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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.

Jim True

July 13, 2017
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  1. MailChimp & Gravity Forms
    Workshop: Managing Lists with Groups & Segments

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  2. Jim True
    Support Lead & Community Manager

    Pods Framework
    pods.io | @podsframework
    jimtrue.com | @jimtrue

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  3. Why do you have a mailing list?

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  4. Why do you have a mailing list?
    Subscribers

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

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

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

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  8. Lists vs. Groups vs. Segments

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  9. Lists Bill by Subscribers
    1 email = 1 subscriber
    X 10 10 emails = 10 subscribers
    X 5 X 10 50 emails = 50 subscribers

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  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

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  11. Segments utilize Groups
    Client Type “Current” “Lead” “Lost”
    Interest “Business” “Design” “Development”
    Meetup “STP” “TPA” “NPR”

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  12. Creating Groups
    • Select a List
    • Manage Contacts
    • Groups

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  13. Is this on your Signup Form?

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  14. Group Categories & Names

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  15. Group Categories & Names
    60 Groups across each List

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  16. Grab your MailChimp API

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  17. Gravity Forms w/MailChimp

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  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

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  19. Jim True
    Support Lead & Community Manager

    Pods Framework
    http://pods.io | @podsframework
    http://jimtrue.com | @jimtrue

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  20. WordPress St Petersburg
    Meetups Monthly in St Pete @ Iron Yard

    1st & 2nd Thursdays every Month
    http://tampabaywp.org | @tampabaywp
    Slack Chat | Facebook Group | Meetup

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  21. Thank you!
    Iron Yard St. Pete
    Next CoHort Starts 8/28/2017
    Iron Yard St. Pete | @theironyard #tampabay

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