In this guide we'll show you step by step how to get all your leads from ConnectLeads into your Mailchimp newsletter.


In case you have any issues with your integration, we suggest to follow this guide closely.


Step 1: Locate your Mailchimp API key


To find your MailChimp API Key:

  • Log in to your MailChimp account at http://mailchimp.com.
  • Then, from the menu on the top right, click on your Username, then select "Account" in the flyout menu.
  • From the account page select "Extras", "API Keys". Your API Key will be listed in the table labeled "Your API Keys".
  • Copy your API key.

Step 2: Add your Mailchimp account to Connectio


  • Log into your Connectio account at http://app.connectio.io
  • Go to Settings > Manage Autoresponder and click on "Add New".
  • Enter a name (e.g. Mailchimp) and select "Mailchimp" in the drop-down list.
  • Paste your API code in the designated field.
  • Optional: decide whether you want to enable double opt-ins ("No" = recommended).
  • Press "Save"

Step 3: Create your Lead Form at Facebook

In case you haven't already, create a Lead Form/Ad on Facebook. 

In case you're not sure how to do that, please watch this video for step by step instructions:

http://app.connectio.io/add_menu_pages/index/act/edit/id/92/

(Log in to your Connectio account to see that video).

Step 3b: (optional - in case you're collecting custom fields)

In case you want to collect more/other data than just the "Name" and "email address", please do the following while creating up your Lead Form at Facebook.

At the first step, click on "Show Advanced Options" and enable "Customize field IDs":


In the next step you can select the fields you want to collect. At the following step you'll need to do one of two things:

1) Note down the *exact* fields that Facebook shows (these should be a 100% exact match, including underscore etc)

Or

2) Overwrite the field name that Facebook shows by entering the another word. Once again, keep an 100% exact copy of that text.


Please note that in case you don't have the *exact* field names, the integration will not work. Please do double check that.





Step 4: Create New Lead Form inside Connectio

Log into your Connectio dashboard, and click on ConnectLeads > New Lead Form on the left-hand side.


At the first step, select your Facebook Page and Lead Form that you'd like to connect.



Press Continue, and select your Mailchimp autoresponder and the email list that you would like to use.


In case you are only collecting the "Email" and "Full Name", you can Save the Lead Form in the final step.


Step 5: Configure custom fields (Optional)

In case you are collecting other or additional data than "Email" and "Full Name", please do the following.

Click on "Add Custom Field", which will show a field like this:


In case you are collecting more than one Custom Field, you can click "Add Custom Field" multiple times.


On the left hand side you'll need to enter the *exact* field name that Facebook provided in step 3b (see above). 


On the right hand side you'll need to enter the the field name of Mailchimp - which you'll need to create inside your Mailchimp email list first.


In order to do that, please log into your Mailchimp account.


Click on "Lists" and go to your lists' Settings:


 


Then, click on "List fields and *|MERGE|* tags":



Click on  "Add A Field" to add a new field, and select "Text".



Once added, you can enter a field label so you'll know what it is (the label is for your own use, so you can type anything you want). 

What's important is what you enter below "Put this tag in your content". The keyword added there should be the exact same as what you're entering in ConnectLeads.



Once you've configured that at your Mailchimp list, enter the tags from this list:



... on the right-hand side at your ConnectLeads settings:




Troubleshooting

Are you having any issues with your Mailchimp integration? Below we've listed the most commonly made configuration errors - so you'll know what to look for in case something is not working as expected.

In case the names of the leads are not visible at Mailchimp

Log into your your Mailchimp account and proceed to your Lists' Settings, and go to the "List fields and *|MERGE|* tags" page.



Make sure the tag of your name field is "FNAME" (this must be a 100% match). See:



In case your leads are not showing up at your Mailchimp list at all


Check #1: Do you have double opt-in disabled?
You can change this setting inside Connectio at Settings > Autoresponders, by editing your Mailchimp autoresponder. Please make sure this is turned "off". 

When turned on, your audience will first get a confirmation email. If they don't click on the link in that email, they won't be added to your autoresponder.

Check #2: Make sure you have no "required fields".

Log into your your Mailchimp account and proceed to your Lists' Settings, and go to the "List fields and *|MERGE|* tags" page.



Make sure all fields are "not required": 


In case extra information (besides name / email) is not showing up at Mailchimp

Make sure you've entered the 100% exact correct fields when setting up your Lead Form as described above.


Please note that you can't edit your Lead Form at Facebook, so in case you're not sure what exact fields you entered, you'll have to re-create a new Lead Form.