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.

Transcript

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

   View Slide

2. Jim True
   Support Lead & Community Manager

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

   View Slide

3. Why do you have a mailing list?
   

   View Slide

4. Why do you have a mailing list?
   Subscribers
   

   View Slide

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

   View Slide

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

   View Slide

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

   View Slide

8. Lists vs. Groups vs. Segments
   

   View Slide

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

   View Slide

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
    

    View Slide

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

    View Slide

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

    View Slide

13. Is this on your Signup Form?
    

    View Slide

14. Group Categories & Names
    

    View Slide

15. Group Categories & Names
    60 Groups across each List
    

    View Slide

16. Grab your MailChimp API
    

    View Slide

17. Gravity Forms w/MailChimp
    

    View Slide

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
    

    View Slide

19. Demo Time
    

    View Slide

20. Questions?
    

    View Slide

21. Jim True
    Support Lead & Community Manager

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

    View Slide

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
    

    View Slide

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

    View Slide