Passing dynamic tags from Gravity Forms to build Mailchimp segments

Back to: Bootcamp: Using the Mailchimp Add-On

In this advanced video, Matt explains how to use Gravity Forms to pass dynamic tags to Mailchimp, enabling sophisticated subscriber segmentation. This functionality allows for more targeted and personalized email communications based on subscriber characteristics.

What You’ll Learn

• Understanding Mailchimp segments and tags
• Adding form fields for segmentation
• Configuring dynamic tag passing
• Using hidden fields for streamlined data collection

Key Concepts

Understanding Segments and Tags

• Segments in Mailchimp are built from tags
• Tags help categorize subscribers
• Enables targeted content delivery
• Allows for personalized email campaigns

Form Setup Components

1. New Form Fields Added:
   • Multiple choice field: “What kind of WordPress user are you?”
     • Options: Beginner, Intermediate, Advanced
   • Hidden field for controlled tag assignment

Technical Implementation

Setting Up Dynamic Tags

1. Access Mailchimp feed settings
2. Locate tag field configuration
3. Replace static tags with merge tags
4. Map to form field responses

Using Hidden Fields

• Optional alternative to visible form fields
• Provides more controlled tag assignment
• Helps optimize form completion rates
• Reduces user input requirements

Strategic Benefits

1. Targeted Communication
   • Create segments for different user levels
   • Tailor content to specific audiences
   • Improve email engagement rates
2. List Management
   • Automatically categorize subscribers
   • Build segments based on user characteristics
   • Enable more sophisticated email marketing

Best Practices

• Keep form fields minimal
• Use hidden fields when possible
• Plan segmentation strategy before implementation
• Consider user experience in form design

Next Steps

After implementing dynamic tags:

• Create targeted email campaigns
• Build specific segments based on tags
• Monitor subscriber categorization
• Refine segmentation strategy based on results