MailChimp Forms by Mail Munch WordPress Plugin Guide

Posted OnMar 12, 2015     CategoryPlugins     CommentsNo comment

Hello and welcome to the WordPress Plugin guide to MailChimp Forms by Mail Munch, which is a WordPress Plugin that allows you easily add MailChimp sign-up forms to your website as pop-ups, embedded widgets or as a sticky top bar.

Step 1) Login to the WordPress Dashboard.

Step 2) On the Dashboard of your website, scroll down the left-hand sidebar and click on Plugins

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Step 3) From the Installed Plugins page, click on Add New at the top of the page. Alternatively, click on Add New from the dropdown menu under Plugins on the sidebar.

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Step 4) On the Add Plugins page, type in the name of your plugin in the search box on the right hand side, at the top of the page.

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Step 5) From the Search Results page, scroll down to your chosen plugin and click the button marked Install Now. If you would like to learn more about your plugin, click the blue link marked More Details.

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Step 6) The plugin is now installed and unpacked into your website. The last thing to do now is click Activate Plugin.

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Step 7) Once activated, you will be redirected to the Installed Plugins page. From here, you can read all the info about your plugins, and deactivate and delete it if you no longer need it. Click on Settings underneath the Plugin to get started.

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Step 8) On the MailChimp Forms page, you can click on Add New Form to get started, or Create Your First Optin Form below.

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Step 9) The next stage is a pop-up, where you need to sign up and create a MailMunch account to continue any further. It’s free and easy to do so, and once completed, you will automatically be directed to the next page.

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Step 10) On the Choose Optin Form Type page, you can choose between a Popover, and Embedded form, a Topbar, or a scroll box. Of course, you can have all of these if you like, but we’ll go through the process of installing a Popover, for arguments sake.

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Step 11) The next step is to choose your Theme, which consists of two options (unless you go premium). Click on the one you want to continue.

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Step 12) The next step is to Design your form. On the right hand side is how your form will look when it goes live. Simply enter the Theme details (Headline, Descriptions and Colour) on the first section.

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Step 13) The next section are the Form Fields. You can choose between the default optin form or you can add custom HTML. If you choose the default option, you can still add new form fields as you see fit, and change text and button colour accordingly.

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Step 14) The Thank You Message is the final step in the Theme design, and it is what will be shown to your readers once they submit a form. The example on the right shows the default Thank You Message, but you can change it if you feel the need. If you are a Premium member, you can remove the MailMunch logo from your forms.

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Step 15) After hitting the Next Step button, the Configure section begins. The first step is to give your Optin Form a title, for easy reference.

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Step 16) The When To Show section focuses on the loading delay (how long before the optin appears), the frequency before the popup is shown to the same visitor again, and other features.

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Step 17) After a user subscribes, you can redirect your user to a particular page (e.g. your home page, a thank you page, etc.). Enter the URL in the box provided to put this in place. The Advanced Options allow you to set which devices your optin forms will show up on.

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Step 18) Once you have clicked Next Step, it is time to Integrate your optin forms and sync email subscribers with the email marketing service provider you have chosen (in this case, MailChimp). Click on MailChimp and then hit Next Step.

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Step 19) Once you have integrated the MailChimp service, it is time to Publish your form. By ticking the boxes shown below, you will activate your optin form and load the form everywhere. If you untick the second box, options will come up as to where you want the Optin Form to appear. Go to Step 20 for those options.

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Step 20) You can choose between Front Page and Posts only, or enter selected posts you wish the optin forms to show up on. Simply follow the instructions shown in the option box.

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Step 21) Once you have Published your form, it will show under Settings >> MailChimp, or you can click on MailChimp directly from your Dashboard. The MailChimp Forms page will show the Name, Total Subscribers, Status of the form and the date of creation for every form you create.

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Step 22) Hey, Presto! Here is what the Optin Form will look like when it pops up on your site when it’s live.

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