Learn how to automate Mailchimp subscribers from Cognito Forms submissions using Pabbly Connect with this step-by-step guide. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.
Watch Step By Step Video Tutorial Below
Setting Up Pabbly Connect for Automation
To automate Mailchimp subscribers from Cognito Forms submissions, we first need to set up Pabbly Connect. This application allows seamless integration between different platforms without any coding skills. Start by visiting the Pabbly Connect website and signing in to your account.
Once logged in, you will see your dashboard. Click on the ‘Create Workflow’ button to start a new automation process. You will be prompted to name your workflow, so let’s name it ‘Automatic Create Mailchimp Subscribers on Cognito Form Submission’. After naming, select the folder where you want to save this workflow.
Configuring Cognito Forms as Trigger Application
In this step, we will configure Cognito Forms as the trigger application in Pabbly Connect. Click on the trigger box and select Cognito Forms from the list of applications. The event you want to trigger is ‘New Entry’. This means that every time a new entry is submitted in Cognito Forms, it will trigger the automation.
Next, you need to connect your Cognito Forms account with Pabbly Connect. You will be given a webhook URL, which acts as a bridge between the two applications. Copy this URL and head over to your Cognito Forms account to paste it into the correct field. Make sure to enable the option to post JSON data to a website.
- Open your Cognito Forms account.
- Navigate to the form settings.
- Paste the webhook URL into the appropriate field.
After saving the settings in Cognito Forms, submit a test entry to ensure the connection is working. Once submitted, return to Pabbly Connect and check for the response to confirm that the integration has been successful.
Setting Up Mailchimp as Action Application
Now, we will set up Mailchimp as the action application in Pabbly Connect. Click on the action box and select Mailchimp from the list. Choose the action event as ‘Add New Member’. This action will add a new subscriber to your Mailchimp account whenever a form entry is submitted.
Next, you need to connect your Mailchimp account with Pabbly Connect. To do this, you will require an API key from your Mailchimp account. Go to your Mailchimp account, click on your profile, and navigate to ‘Extras’ then ‘API keys’. Generate a new API key if you don’t have one, copy it, and paste it into Pabbly Connect.
- Access your Mailchimp account.
- Navigate to API keys under Extras.
- Copy the API key and paste it into Pabbly Connect.
After connecting, you will be prompted to select the audience list where you want to add the new subscribers. Make sure to map the fields correctly, such as email, first name, and last name from the Cognito Forms submission to the corresponding fields in Mailchimp.
Testing and Finalizing Your Automation
In this final step, we will test the entire automation process. First, go back to your Cognito Forms and submit a new entry with dummy details. Once the form is submitted, check Pabbly Connect to see if the response has been captured successfully.
If the response is captured, you will see the details such as first name, last name, and email in the Pabbly Connect dashboard. Now, check your Mailchimp account to see if the new subscriber has been added to the audience list you selected. This will confirm that your automation is working perfectly.
Finally, ensure everything is saved correctly in Pabbly Connect. You can now enjoy the seamless integration between Cognito Forms and Mailchimp, allowing for efficient subscriber management without manual effort.
Conclusion
In this tutorial, we learned how to automate Mailchimp subscribers from Cognito Forms submissions using Pabbly Connect. This integration streamlines the process, making it easier to manage event registrations and subscribers efficiently.
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