Docs / Email Marketing / Mailchimp Integration

Mailchimp Integration

Overview

The Mailchimp add-on automatically subscribes users to your Mailchimp lists when they download files or make purchases. Build your email list through downloads, segment subscribers by product interest, and automate follow-up campaigns.

Prerequisites

  • WordPress Download Manager installed
  • Mailchimp add-on installed and activated
  • Mailchimp account
  • At least one Mailchimp audience (list)

Benefits

Feature Benefit
Auto-Subscribe Grow list through downloads
Segmentation Tag by product/category
Automation Trigger campaigns on download
Double Opt-in GDPR compliant
Merge Fields Capture custom data

Mailchimp Setup

Step 1: Get API Key

  • Log in to mailchimp.com
  • Click profile icon > Account & billing
  • Go to Extras > API keys
  • Click Create A Key
  • Copy the API key
API Key: abc123def456ghi789jkl012-us21
                                ^^^^
                               Data center

Step 2: Find Audience ID

  • Go to Audience > All contacts
  • Click Settings > Audience name and defaults
  • Find Audience ID
Audience ID: 1a2b3c4d5e

Plugin Configuration

Step 1: Access Settings

  • Go to Downloads > Settings
  • Click Mailchimp tab

Step 2: Enter Credentials

┌─────────────────────────────────────────────────────────────┐
│ Mailchimp Configuration                                      │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│ API Key:                                                     │
│ [abc123def456ghi789jkl012-us21                           ]   │
│                                                              │
│ [Verify Connection]                                          │
│                                                              │
│ ✓ Connected to: Your Company                                 │
│                                                              │
│ Default Audience:                                            │
│ [Newsletter Subscribers                               ▼]     │
│                                                              │
│ [Save Settings]                                              │
│                                                              │
└─────────────────────────────────────────────────────────────┘

Step 3: Configure Options

┌─────────────────────────────────────────────────────────────┐
│ Subscription Settings                                        │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│ When to Subscribe:                                           │
│ ☑ Email lock submission                                      │
│ ☑ Form lock submission (if email field)                      │
│ ☑ Order completion                                           │
│ ☐ User registration                                          │
│                                                              │
│ Double Opt-in:                                               │
│ ○ Enabled (recommended for GDPR)                             │
│ ● Disabled (immediate subscription)                          │
│                                                              │
│ Update Existing:                                             │
│ ☑ Update subscriber if already exists                        │
│                                                              │
└─────────────────────────────────────────────────────────────┘

Subscription Triggers

Email Lock

When user submits email to unlock download:

Package with Email Lock:
1. User enters email
2. User subscribed to Mailchimp
3. Download unlocks

Form Lock

When form includes email field:

Form Lock Fields:
- Name (text)
- Email (email) ← Used for subscription
- Company (text)

On submit: Email subscribed to list

Purchase

When order completes:

Premium Packages order:
1. Customer completes purchase
2. Customer email subscribed
3. Tagged with purchased products

Per-Package Settings

Override Global Settings

Edit package > Mailchimp section:

┌─────────────────────────────────────────────────────────────┐
│ Package Mailchimp Settings                                   │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│ ☑ Enable Mailchimp for this package                          │
│                                                              │
│ Audience:                                                    │
│ ○ Use default (Newsletter Subscribers)                       │
│ ● Specific: [Software Updates List                    ▼]     │
│                                                              │
│ Tags: (comma-separated)                                      │
│ [software, downloads, v2-users                           ]   │
│                                                              │
└─────────────────────────────────────────────────────────────┘

Different Lists per Package

Package Mailchimp List
Software Downloads Software Updates
Documentation Documentation Updates
Marketing Materials Marketing List

Tagging Subscribers

Automatic Tags

Based on download/purchase:

Tag Options:
☑ Add package title as tag
☑ Add category as tag
☐ Add custom tags

Custom Tags: [customer, downloads]

Tag Examples

Subscriber John downloads “Software Pro”:

Tags applied:
- software-pro
- software (category)
- downloads
- customer

Using Tags in Mailchimp

Create segments:

  • Go to Audience > Segments
  • Create segment: Tag is “software”
  • Send targeted campaigns

Merge Fields

Mapping Fields

Map form fields to Mailchimp merge fields:

┌─────────────────────────────────────────────────────────────┐
│ Merge Field Mapping                                          │
├─────────────────────────────────────────────────────────────┤
│ Form Field     →    Mailchimp Merge Field                    │
│ ─────────────────────────────────────────                    │
│ email          →    EMAIL (required)                         │
│ name           →    FNAME                                    │
│ company        →    COMPANY                                  │
│ phone          →    PHONE                                    │
│ custom_field   →    MMERGE5                                  │
└─────────────────────────────────────────────────────────────┘

Creating Merge Fields in Mailchimp

  • Go to Audience > Settings > Audience fields
  • Click Add A Field
  • Configure field type and tag
  • Save

Automations

Welcome Series

Trigger on subscription:

  • In Mailchimp, go to Automations
  • Create Welcome new subscribers
  • Set trigger: “Subscribes to audience”
  • Build email sequence

Product-Based Automation

Trigger on specific tag:

Trigger: Tag "software-pro" added
Action: Send "Software Pro Getting Started" email
Delay: Immediately

Download Follow-up

Day 0: Download/Subscribe
Day 1: "Did you find what you needed?"
Day 3: "Tips for using [Product]"
Day 7: "Upgrade to Pro" (if free user)

GDPR Compliance

Double Opt-in

Enable for GDPR regions:

☑ Enable double opt-in

Subscribers receive confirmation email before added to list

Consent Checkbox

Show consent in forms:

☑ Show marketing consent checkbox

Checkbox label:
[I agree to receive marketing emails                       ]

Position:
○ Before submit button
○ After email field

Privacy Link

☑ Show privacy policy link
URL: [https://yoursite.com/privacy/                        ]

Groups and Interests

Subscribe to Groups

Add subscribers to interest groups:

┌─────────────────────────────────────────────────────────────┐
│ Interest Groups                                              │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│ Product Interests:                                           │
│ ☑ Software                                                   │
│ ☐ Templates                                                  │
│ ☐ Documentation                                              │
│                                                              │
│ Communication Preferences:                                   │
│ ☑ Product Updates                                            │
│ ☐ Promotions                                                 │
│ ☐ Newsletter                                                 │
│                                                              │
└─────────────────────────────────────────────────────────────┘

Dynamic Groups

Based on download category:

If category = "software" → Add to "Software" interest group
If category = "templates" → Add to "Templates" interest group

Troubleshooting

“Invalid API Key”

Causes:

  • Wrong API key
  • Key deleted/regenerated
  • Data center mismatch

Solutions:

  • Regenerate API key
  • Ensure full key copied (including -us21)
  • Verify in Mailchimp dashboard

Subscribers Not Added

Causes:

  • Email validation failed
  • Already subscribed (and update disabled)
  • Double opt-in pending

Solutions:

  • Check email format
  • Enable “Update existing”
  • Check subscriber’s inbox for confirmation

Tags Not Applied

Causes:

  • Tags not configured
  • Tag name invalid
  • API error

Solutions:

  • Check tag settings
  • Use valid tag names (alphanumeric, hyphens)
  • Check error logs

“Member Exists”

Cause: Email already in list

Solution:

  • Enable “Update existing subscribers”
  • Or accept this as normal behavior

Analytics

View in Mailchimp

Track subscription sources:

  • Go to Audience > Growth
  • View signup sources
  • “API” indicates WPDM subscriptions

Custom Source Tracking

☑ Add signup source
Source name: [WPDM Downloads                               ]

Best Practices

  • Use double opt-in – Better deliverability, GDPR compliant
  • Segment by interest – Tag based on downloads
  • Welcome automation – Immediate engagement
  • Clean regularly – Remove inactive subscribers
  • Respect preferences – Honor unsubscribe requests
  • Test before launch – Verify integration works

Related Documentation


Last updated: January 2026
Applies to: WordPress Download Manager 7.x + Mailchimp Add-on

Last updated on January 26, 2026

Need Help?

Get support from our team or community forum.

Visit Support

Customization

Need custom features? We can help.

Request Quote