> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Mailchimp Integration

> Email marketing & automation

<img src="https://mintcdn.com/orbitai-d647f397/xAyOn7AVz_trk1Dg/_images/integrations/mailchimp.png?fit=max&auto=format&n=xAyOn7AVz_trk1Dg&q=85&s=edcfe82e2095a7f0856c98116d9ac4e9" alt="Mailchimp" width="32" height="32" data-path="_images/integrations/mailchimp.png" />

[Visit Mailchimp](https://mailchimp.com)

Connect your OrbitForms forms to Mailchimp and automatically add subscribers to your audiences, apply tags, and trigger customer journey automations. You can set this up in two ways: via the **Integration Page** for quick form-to-Mailchimp connections, or via **Workflows** for advanced filtering and enrichment.

## Key Features

<CardGroup cols={2}>
  <Card title="Automatic Subscriber Sync" icon="envelope">
    Add or update subscribers instantly on form submit
  </Card>

  <Card title="Audience Selection" icon="users">
    Choose which Mailchimp audience to add subscribers to
  </Card>

  <Card title="Tag Automation" icon="tag">
    Apply tags that trigger your customer journeys
  </Card>

  <Card title="Workflow Integration" icon="bolt">
    Use with AI qualification and enrichment
  </Card>
</CardGroup>

## Prerequisites

<Note>
  Before setting up the Mailchimp integration, make sure you have:

  * A Mailchimp account (Free or any paid plan)
  * At least one audience (list) created in Mailchimp
  * At least one OrbitForms form ready to connect
</Note>

## Choose Your Setup Method

You can connect Mailchimp to your forms in two ways. Choose based on your needs:

<CardGroup cols={2}>
  <Card title="Integration Page" icon="link">
    Connect Mailchimp directly to a form via OAuth. All form submissions are synced to your audience automatically.

    **Best for:**

    * Quick setup via OAuth (no API key needed)
    * Simple 1:1 form-to-audience mapping
    * All submissions go to Mailchimp
  </Card>

  <Card title="Workflows" icon="code-branch">
    Add Mailchimp as a destination in your workflows. Filter, qualify, or enrich leads before subscribing them.

    **Best for:**

    * Filtering leads before subscribing
    * AI qualification or lead scoring first
    * Enriching data before syncing
  </Card>
</CardGroup>

### Integration Page vs. Workflows: Which Should You Use?

**Integration Page** — Use the Integration page when you want to send **all form submissions** directly to Mailchimp without any filtering.

* Newsletter sign-up forms
* Lead magnets and content downloads
* Event registrations

**Workflows** — Use Workflows when you need **filtering, enrichment, or AI qualification** before subscribing leads.

* Filter by lead score or qualification
* Enrich leads before subscribing (Clay, etc.)
* Use AI SDR qualification first

## Integration Page Setup

Connect Mailchimp to your form using OAuth. This method uses the form's Integrate tab for a quick, secure connection.

### Step 1: Open the Integration Tab

<Steps>
  <Step title="Go to your form in OrbitForms">
    From your dashboard, click on the form you want to connect to Mailchimp.
  </Step>

  <Step title="Click the &#x22;Integrate&#x22; tab">
    In the form editor, find and click the "Integrate" tab at the top.
  </Step>

  <Step title="Find Mailchimp">
    Scroll down to find "Mailchimp" under the Email Marketing section.
  </Step>
</Steps>

### Step 2: Connect Your Mailchimp Account

<Steps>
  <Step title="Click &#x22;Connect to Mailchimp&#x22;">
    Click the button to start the OAuth connection process.
  </Step>

  <Step title="Sign in to Mailchimp">
    A popup will open asking you to sign in to your Mailchimp account. Enter your credentials.
  </Step>

  <Step title="Authorize OrbitForms">
    Grant OrbitForms permission to manage your audiences. We only request the minimum required permissions.
  </Step>

  <Step title="Wait for connection">
    The popup will close and you'll see a success message. Your Mailchimp account is now connected.
  </Step>
</Steps>

### Step 3: Configure Your Settings

<Steps>
  <Step title="Select your audience">
    Choose which Mailchimp audience (list) should receive new subscribers from this form.
  </Step>

  <Step title="Configure double opt-in (optional)">
    Enable if you want subscribers to confirm via email first. Required in some countries for GDPR compliance.
  </Step>

  <Step title="Select or create tags">
    Choose tags to apply to new subscribers. Tags can trigger your customer journey automations in Mailchimp.
  </Step>

  <Step title="Map your form fields">
    Map your form fields to Mailchimp merge fields (EMAIL, FNAME, LNAME, PHONE, etc.).
  </Step>

  <Step title="Enable the integration">
    Toggle the integration on and click Save. The form will now sync to Mailchimp on submission.
  </Step>
</Steps>

## Field Mapping

Map your form fields to Mailchimp merge fields. The EMAIL field is required; other fields are optional but recommended for personalization.

| Merge Field | Description                               | Example                                     |
| ----------- | ----------------------------------------- | ------------------------------------------- |
| EMAIL       | Required - the subscriber's email address | [john@example.com](mailto:john@example.com) |
| FNAME       | First name                                | John                                        |
| LNAME       | Last name                                 | Doe                                         |
| PHONE       | Phone number                              | +1 555-123-4567                             |
| ADDRESS     | Mailing address (grouped fields)          | 123 Main St, City, ST 12345                 |
| BIRTHDAY    | Birthday (MM/DD format)                   | 03/15                                       |
| COMPANY     | Company name                              | Acme Inc                                    |

<Info>
  **Custom merge fields:** If you've created custom merge fields in Mailchimp (like COMPANY or WEBSITE), they'll appear in the field mapping dropdown automatically.
</Info>

## Double Opt-in

<Info>
  **When double opt-in is enabled:**

  * New subscribers receive a confirmation email from Mailchimp
  * They must click the confirmation link to be fully subscribed
  * Required by law in some countries (GDPR compliance)
  * Results in higher quality, more engaged subscribers
</Info>

## Triggering Customer Journeys

Tags are the key to triggering Mailchimp customer journeys. Here's how to set it up:

<Steps>
  <Step title="Create a customer journey in Mailchimp">
    Go to Mailchimp → Automations → Customer Journeys and create a new journey. Set the starting point to "Tag is added".
  </Step>

  <Step title="Choose the trigger tag">
    Select which tag should trigger this journey (e.g., "New Lead" or "Downloaded Ebook").
  </Step>

  <Step title="Build your journey">
    Add email steps, delays, and conditions to create your automated sequence.
  </Step>

  <Step title="Use the same tag in OrbitForms">
    In your Mailchimp integration settings in OrbitForms, select the same tag. When a form is submitted, the tag is applied and your journey begins.
  </Step>
</Steps>

## Using Mailchimp with Workflows

For advanced use cases, add Mailchimp as a destination in your workflows. This gives you more control over which submissions get subscribed.

### Use workflows when you need to:

* Only subscribe qualified leads (after AI agent qualification)
* Enrich subscriber data before syncing (from Clay, Clearbit, etc.)
* Apply different tags based on form responses or lead scores
* Sync to both Mailchimp and your CRM in a single flow
* Use AI SDR to classify leads before subscribing

### Adding Mailchimp to a Workflow

<Steps>
  <Step title="Create or open a workflow">
    Go to Workflows in your dashboard and create a new workflow or open an existing one.
  </Step>

  <Step title="Add a trigger">
    Set up a Form Submission trigger for the form(s) you want to connect.
  </Step>

  <Step title="Add any intermediate steps (optional)">
    Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
  </Step>

  <Step title="Add Mailchimp destination">
    Click the + button and select Mailchimp from the destinations list.
  </Step>

  <Step title="Configure the Mailchimp node">
    Select your audience, configure double opt-in, select tags, and map your fields.
  </Step>

  <Step title="Save and activate">
    Save your workflow and toggle it to Active. Submissions will now flow through your workflow.
  </Step>
</Steps>

### Example: Qualified Leads Only

A common workflow that only subscribes qualified leads to Mailchimp:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Qualified = Yes)** → **Mailchimp**

## Verifying Your Setup

After setting up the integration, verify that subscribers are being added correctly:

<Steps>
  <Step title="Submit a test form">
    Fill out and submit your form with a test email address.
  </Step>

  <Step title="Check your Mailchimp audience">
    In Mailchimp, go to Audience → All contacts. Look for your test submission.
  </Step>

  <Step title="Verify subscriber data">
    Click on the subscriber to verify their merge fields and tags are correctly populated.
  </Step>

  <Step title="Check double opt-in (if enabled)">
    If you enabled double opt-in, check your test email for the confirmation message.
  </Step>
</Steps>

## Troubleshooting

<Warning>
  **Subscriber not appearing in audience?** — If double opt-in is enabled, subscribers must confirm via email first. They'll appear as "Pending" until confirmed. Also verify that the EMAIL field is correctly mapped to your form's email field.
</Warning>

<Warning>
  **OAuth connection expired?** — If the integration stops working, try disconnecting and reconnecting your Mailchimp account from the form's Integrate tab. Click "Disconnect" and then "Connect to Mailchimp" again.
</Warning>

<Warning>
  **Tags not being applied?** — Ensure the tag names are selected correctly in the integration settings. Tags are case-sensitive. If the tag doesn't exist in Mailchimp, it will be created automatically when the first subscriber is added.
</Warning>

<Warning>
  **"Invalid merge fields" error?** — Some Mailchimp fields have specific format requirements. For example, BIRTHDAY must be in MM/DD format, and ADDRESS requires structured data. Make sure your form fields contain data in the expected format.
</Warning>

<Warning>
  **Duplicate subscribers?** — Mailchimp uses email as the unique identifier. If someone submits the same email twice, their existing subscriber record will be updated rather than creating a duplicate. If you're seeing duplicates, check that both Integration Page and Workflows aren't configured for the same form.
</Warning>

## Resources

* [Getting Started with Mailchimp](https://mailchimp.com/help/getting-started-with-mailchimp/)
* [Creating Customer Journeys](https://mailchimp.com/help/create-a-customer-journey/)
* [Managing Tags](https://mailchimp.com/help/manage-tags/)
* [Understanding Double Opt-in](https://mailchimp.com/help/about-double-opt-in/)