One of our favorite plugins for integration of Woocommerce and Mailchimp.com, is called WooChimp. It integrates beautifully with Woocommerce and with Gravity Forms (our preferred inquiry form builder). Here are instructions for full integration with an existing Mailchimp.com account.
1. Purchase and download WooChimp.
2. Login to your website admin tools and in the left column menu click on “Plugins”, then click ADD NEW.
3. Select the upload option and upload, then activate the plugin.
4. Back on the plugin screen scroll down to locate WooChimp and click ‘PURCHASE CODE’ to enter your purchase code you received during purchase then click submit.
5. Now click on the “Settings” link under the WooChimp plugin name, or from the left column menu mouse over Woocommerce, then click on MailChimp.
6. In a separate tab / window, login to your mailchimp.com account and follow these steps to generate an API key:
- On the bottom left of the screen click on your user icon, then click on ACCOUNT.
- On the page click on “Extras” then click on “API Keys”.
- Scroll down to the ‘Your API keys’ section and click on the “Create A Key” button.
- When the page refreshes, scroll back down to the ‘Your API keys’ section and you will see the new API key. Copy it.
7. Back in your website admin tools in the WooChimp settings screen on the ‘Integration’ tab, complete the fields as follows:
- Check the “Enable” checkbox, then in the new field that appears labeled ‘API Key’ paste the API you just copied.
- General Settings: If the user is already subscribed, select “Update existing user” from the drop down.
- Advanced: Check “Enable Webhooks”, then in the new field that appears called “Your webhook URL” copy this and paste it into a document to save for the next step.
- Click “Save Changes” button.
8. Back in Mailchimp.com on the left side click on the “Audience” icon, then select the audience list you want to use for your website, then click on “Settings” and “Webhooks”.
9. Copy and paste your newly created webhook URL into the “Callback URL” section, then ensure all options are checked, and save. You can now log out of MailChimp.com and go back to your website admin tools.
10. Back in your website admin tools in the WooChimp settings, click on the E-commerce tab and enable the following settings:
- Under Settings: Enable e-commerce, Update order status, Subscribe all customers (this last one is optional if you want to automatically subscribe customers to your list without their permission. Should only be done if your website TOS covers this).
- Under Store: Click on the drop down for “Link Store to this list” and select the MailChimp.com list you want to send subscriber information to.
- Click “Save Changes”.
11. On the WooChimp settings page, click on the Checkbox tab. If you opted against using the “Subscribe all customers” and want to instead have a checkbox appear during checkout, click the drop down next to “Subscribe On” and select suggested “Order Placed”, then fill out the other options that appear as desired, and click “Save Changes” button.
12. On the WooChimp settings page, click on the Automatic tab. This allows you to fine tune the settings for if you wish to auto subscribe customers after an order is placed. We recommend the following settings:
- Under Settings: subscribe on “Order Placed”, check “Don’t resubscribe unsubscribed”, and optionally check “Double Opt-in” (only if your welcome email is setup within MailChimp.com.
- Under Lists & Groups: in the mailing list drop down, select the MailChimp.com mailing list of choice.
- Under Fields: Using the field name and MailChimp tag drop downs, map out your fields. Example: Billing First Name to First Name (FNAME). Repeat this for as many fields as desired (if you are missing fields in the MailChimp Tag drop down, you can add more via your mailchimp.com account).
- Click “Save Changes”.
13. Done!
