MailChimp Pro - Setup
The MailChimp Pro add-on for Restrict Content Pro (RCP) will integrate your site with MailChimp, a powerful email marketing service that makes it very easy for you to communicate with and retain your customers. The pro add-on provides numerous benefits over the free MailChimp add-on, including the ability to subscribe customers to different mailing lists based on their membership level, subscribe customers to your list automatically (without opt-in), track and record RCP membership status in MailChimp, and more.
Installing the MailChimp Pro add-on
This add-on requires a Professional or Ultimate license for Restrict Content Pro.
Configuring the MailChimp add-on settings
After installing and activating the plugin, you need to configure it so it can connect with your MailChimp account. The settings are located in Restrict > MailChimp Pro.
MailChimp API settings
In the API Key field, enter the API key found in your MailChimp account. You can find that under your account profile in your MailChimp account. If you do not have an API key already, you can create one.
After entering your API key, click the Save Changes button. The page will reload. Now you can select the Default List you want people to subscribe to when registering for a membership.
Once you've chosen your list, you may want to click Save Changes one more time in order to load the groups associated with your chosen list. You may then select a Default Group to add your members to.
Subscription Details settings
- Double Subscribe: When checked on, customers will be subscribed to both your chosen Default List and the list selected on the membership level itself (provided they are different lists). This is a good idea if you want to have one master list, then separate lists for each membership level. If this is unchecked then the customer will only be added to one mailing list: the list set for the membership level they signed up for. If a list isn't set for that level, then they're added to the default list.
- Form Label: This is the label that will appear on the registration form next to the opt-in checkbox.
- No Double Opt-In: If checked, double opt-in will be disabled. Your customers will not receive an email from MailChimp asking them to confirm their subscription to your list - they will simply be added automatically.
- Auto Subscribe: If checked on, the "Form Label" and checkbox will not appear on your registration form; customers will be automatically added to your list and won't have a choice to opt out during registration.
Selecting a different mailing list for each membership level
In addition to choosing one Default List you can also select different mailing lists for each membership level. Add or edit a membership level and you'll find dropdowns for MailChimp lists and groups.
You can choose to use the global default option or customize these settings for each individual membership level.
How does it work with multiple memberships?
If a customer signs up for multiple concurrent memberships then they will be added to both lists/groups for the different membership levels. However, there will still only be one "STATUS" custom field in MailChimp. This value will be updated any time one of the membership statuses changes. For example: if both memberships are active, the STATUS value will be "active". If one membership expires, the status value will change to "expired".