MailChimp Pop Up Form for Beginners: How to Create and Set up on WordPress

Root & Branch Digital Marketing
16 Aug 202308:28
EducationalLearning
32 Likes 10 Comments

TLDRThis tutorial offers a step-by-step guide on creating a pop-up form using MailChimp to grow an email list. It covers accessing the pop-up form builder, customizing style, layout, and settings, adding new fields, changing the header image, and publishing the form on a WordPress website. The video also discusses using the header footer code manager plugin for easy code integration and shares a personal switch to MailerLite for email marketing.

Takeaways
  • 📌 The tutorial is about creating a pop-up form on MailChimp to grow an email list.
  • 🛠️ Access the pop-up form builder by navigating to the Audience section, then Sign Up Forms, and finally Subscriber Pop-Up.
  • 🎨 In the Style section, you can customize font colors, sizes, and choose from different layout options.
  • 🖼️ The Layout section allows you to select from five different pop-up designs, including hero images placement variations.
  • 🔧 The Settings area lets you adjust the pop-up's display timing, position, and overlay opacity.
  • 🚫 Paid MailChimp plans offer the option to remove the MailChimp badge from the pop-up.
  • 📝 To add new fields to the form, go to Settings, then Audience Fields and Merge Tags.
  • 🔄 Reorder or add new fields to the form using the plus button and drag-and-drop functionality.
  • 🌟 To change the header image, upload a new one and replace the existing image within the form settings.
  • 📈 After publishing the form, obtain the code from MailChimp and add it to your website using the appropriate method, like a plugin for WordPress.
  • 🔗 The tutorial mentions using the Header Footer Code Manager plugin for easily managing code snippets in WordPress.
Q & A

  • What is the main topic of the tutorial?

    -The main topic of the tutorial is creating a pop-up form on MailChimp to grow an email list and integrating it with a WordPress site.

  • What are the three main sections of creating a pop-up form in MailChimp?

    -The three main sections are Style, Layout, and Settings.

  • How can you access the pop-up form builder in MailChimp?

    -You can access the pop-up form builder by going to the Audience section, then selecting Sign Up Forms, and finally choosing Subscribe & Pop-Up.

  • What options are available for customizing the style of the pop-up form?

    -In the Style section, you can choose font colors, font sizes, and select the font type for headings, paragraphs, and labels.

  • What are the layout options provided for the pop-up form?

    -The layout options include Hero Image on the Right, Hero Image on the Left, Hero Image on Top, Modal with no image, and Fixed Bottom bar at the bottom of the screen.

  • What settings can be adjusted to control the pop-up form's display and position?

    -In the Settings, you can adjust the overlay opacity, the timing of when the pop-up displays (immediately, after a certain number of seconds, or based on scroll activity), and the position of the pop-up (center, bottom right corner, or based on user's intent to leave the site).

  • How can you add new fields to the pop-up form?

    -To add new fields, go to the Settings in the form area, select Audience Fields and Merge Tags, and then add the desired fields. Once added, you can insert them into the form using the plus button.

  • How does one change the header image of the pop-up form?

    -To change the header image, hover over the image and click the replace button. You'll need to have created and uploaded the new image elsewhere before replacing it in the form.

  • What is the process for publishing the pop-up form on a website?

    -To publish the form, click 'Save and Publish' in the top right corner of MailChimp. You'll then receive a code that needs to be copied and added to the website, specifically in the header or footer using a plugin like Header Footer Code Manager.

  • How can you find the pop-up form code in the future?

    -To find the code in the future, navigate to the Integrations section in MailChimp, select 'Manage Integrations', and then click on your connected website to access the code.

  • What is the alternative email marketing platform mentioned in the script?

    -MailerLite is mentioned as an alternative email marketing platform that the speaker has had a better experience with.

Outlines
00:00
📚 Introduction to MailChimp Pop-Up Tutorial

This paragraph introduces a tutorial focused on creating a pop-up form using MailChimp to grow an email list. The agenda includes accessing the pop-up form builder, creating and styling the pop-up, working through layout and settings, adding new fields if necessary, changing the header image, and finally publishing the form on a website. The starting point is within MailChimp's audience section, specifically under sign-up forms and subscriber pop-up. The paragraph outlines the three main customization options: style, layout, and settings, and briefly describes their functions.

05:02
🎨 Customizing Pop-Up Form Appearance and Behavior

The second paragraph delves into the customization of the pop-up form's appearance and behavior. It explains how to choose font styles, colors, and sizes under the 'style' section. The 'layout' section offers five different design options, including hero image placements and a modal. The 'settings' section allows for the adjustment of overlay opacity, display timing, and pop-up position. The paragraph also discusses how to add new fields to the form, change the header image, and the importance of publishing the form on a website. Specific instructions on obtaining and using the form's code are provided, along with a mention of a plugin for managing code snippets on WordPress sites.

Mindmap
Keywords
💡MailChimp
MailChimp is an email marketing platform that allows users to manage and send emails, create pop-up forms, and grow their email list. In the video, the main theme revolves around creating a pop-up form using MailChimp to capture sign-ups and integrate it with a WordPress site.
💡Pop-up Form
A pop-up form is a graphical user interface element that appears on top of a website's current content, typically used to capture user information such as email addresses for newsletter subscriptions or contact forms. In the context of the video, the pop-up form is being created with MailChimp and customized with various styling options.
💡Email List
An email list is a collection of email addresses that are used for sending out bulk emails, such as newsletters or promotional content. The video's goal is to teach viewers how to grow their email list by creating an engaging and effective pop-up form through MailChimp.
💡WordPress Site
WordPress is a popular content management system (CMS) that allows users to create and manage websites without needing extensive coding knowledge. In the video, the focus is on integrating the MailChimp pop-up form with a WordPress site to capture more sign-ups.
💡Styling
Styling in web design refers to the process of applying visual characteristics such as fonts, colors, and sizes to elements on a webpage. In the video, styling is an important aspect of creating an appealing pop-up form within MailChimp, as it helps to enhance user engagement and brand consistency.
💡Layout
Layout in the context of web design refers to the arrangement and organization of different elements on a webpage. The video discusses selecting from various layout options for the pop-up form to ensure it is visually appealing and functional.
💡Settings
Settings in this context pertain to the configuration options for the pop-up form, such as display timing, position, and other functional preferences. The video provides guidance on customizing these settings to optimize the pop-up form's performance.
💡Fields
In the context of web forms, fields are the individual input areas where users can enter information, such as their name or email address. The video teaches how to add and customize fields in the pop-up form to collect the desired data from users.
💡Header Image
A header image is a visual element used at the top of a webpage or section to convey a message, brand, or theme. In the video, the header image for the pop-up form is an important aspect of the design, as it helps capture the visitor's attention and communicate the purpose of the form.
💡Code Integration
Code integration refers to the process of inserting pre-written code into a website's backend to add functionality or features, such as a pop-up form. In the video, code integration is essential for adding the MailChimp pop-up form to a WordPress site.
💡MailerLite
MailerLite is an alternative email marketing platform mentioned in the video as the platform the speaker's company decided to use instead of MailChimp. It offers similar features for email list growth and management but was chosen for providing a better experience for the speaker's needs.
Highlights

The tutorial is about creating a pop-up form on MailChimp to grow an email list.

The agenda includes accessing the pop-up form builder, creating and styling the pop-up, working through layout and settings, and publishing it on a website.

In MailChimp, go to the audience section to access sign-up forms and subscriber pop-up.

Style, layout, and settings are the three options for creating a pop-up form.

The style section allows choosing font colors, sizes, and types for the pop-up form.

Layout options include five different designs, such as hero image placements.

Settings determine the pop-up's display, position, and overlay opacity.

Paid MailChimp plans offer the option to turn off the MailChimp badge.

New fields can be added to the form through audience fields and merge tags.

The order of fields in the form can be rearranged using the plus and drag buttons.

Header images can be changed by uploading a new file and replacing the old one.

To publish the form on a website, save and publish it to obtain the code.

The code can be added to a WordPress site using the header footer code manager plugin.

The header footer code manager allows managing various code snippets for different purposes.

The tutorial creator ultimately chose to use mailerlite over MailChimp for email marketing.

Transcripts

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Related Tags
MailChimp TutorialPop-Up Form CreationEmail List GrowthWordPress IntegrationBrand StylingAudience EngagementMarketing StrategySubscriber Pop-UpWeb DesignContent Marketing