Mailchimp

Sync form submissions from UpForm to a Mailchimp audience. After contacts land in Mailchimp, you can run automations such as welcome or thank-you emails.

Before you begin

• You need a Mailchimp account.
• In UpForm, enable Save submission data for the form. Workflow sync will not run if submissions are not saved. See General.
• Mailchimp needs an email to create or update a contact. Make the form’s email field required.
• In UpForm, Mailchimp lists appear under Select audience.
• Mailchimp menus and labels can change. If something does not match exactly, use Mailchimp’s search or help for API keys, audience fields, and automations.

Connect Mailchimp in UpForm

1. In UpForm, open Settings → Workflow automation.
2. Click Add workflow automation provider.
3. Under Select provider, choose Mailchimp.
4. Enter a Title for this connection (for example, Mailchimp).
5. Leave the modal open (or return after you create the key), then continue to generate an API key in Mailchimp.

Generate a Mailchimp API key

1. Sign in to your Mailchimp account.
2. Open your account menu, then go to Account & billing.

3. Open Extras → API keys.

4. Under Your API keys, click Create A Key.

5. Name the key (for example, UpForm Integration), then generate it.

6. Copy the key immediately. Mailchimp typically will not show the full key again after you leave the page.

7. Return to UpForm, paste the key into API key, enable Active if shown, then click Save.

Prepare audience fields

You can sync any UpForm form. The screenshots below use an example form with fields such as name, email, makeup experience, preferred style, and a notification opt-in.

Create matching audience fields in Mailchimp for any answers that do not already have a merge field.

1. In Mailchimp, open your Audience.
2. Go to Settings → Audience fields and merge tags.

3. Click Create a new Field and choose a data type (for example, Text).

4. Enter a Field name (for example, Makeup experience) and a Merge tag (for example, EXPERIENCE), then save.
5. Repeat for other custom answers you want to sync (for example, makeup style and notification preference).

Enable Mailchimp on a form

1. Open the form in the form builder (or create one from a template).
2. Open the General tab → Workflow automation.
3. Enable Sync submission data with Mailchimp.
4. Select the Provider you connected earlier.
5. Under Select audience, choose the Mailchimp audience you prepared.

You can also click Add for Mailchimp from this section if you have not connected a provider yet.

Map form fields

After you select an audience, the mapping table appears with Label, Name, and Mapping.

Match each form field to a Mailchimp field under Mapping. Example:

Form field	Mailchimp field (example)
Email address	Email address
First name	First Name
Last name	Last Name
What is your makeup experience level?	Makeup experience
What is your favorite makeup style?	Makeup Style
Notify me when the event starts	Receive notification

Email mapping is required. Fields left unmapped are not sent to Mailchimp.

If new audience fields do not appear in the dropdown yet, wait a moment or reconnect the Mailchimp provider so UpForm can refresh the field list.

Then Save the form and Publish it to your storefront.

Test the sync

1. On the live storefront, submit the form with complete test data.

2. Wait about 30–60 seconds (API sync can take a short time).
3. In Mailchimp, open Audience and confirm the new contact and mapped custom fields.

Optional: Create a Mailchimp automation

After contacts sync successfully, you can automate follow-up. Example: send a welcome email when someone signs up, with optional branching by form answers.

1. In Mailchimp, open Automations.
2. Click Build from scratch.

3. Name the automation (for example, UpForm – Holiday Glam Live Tutorial), then choose a trigger.

4. Select a signup-related trigger such as Signs up for Email, so the flow starts when a contact is added from UpForm.

5. Optionally add a Time delay (for example, 1 hour).

6. Optionally add an If/Else rule to branch by a custom field (for example, Makeup Style is Soft glam).

7. On each path, add a Send email action with the message you want for that group.

8. Review the flow, then turn it on.

If this does not work as expected, Contact for help.