This plugin requires WooCommerce Memberships (purchased separately) to function.
- Download the extension from your WooCommerce dashboard
- Ensure your store meets the plugin requirements.
- Go to Plugins > Add New > Upload and select the ZIP file you just downloaded
- Click Install Now, and then Activate
- Click the Configure link, or go to WooCommerce > Memberships, and read the next section to learn how to setup and configure the plugin.
- WooCommerce 2.6.14 or newer
- WordPress 4.6 or newer
- PHP 5.3 or newer (you can see this under WooCommerce > Status)
- WooCommerce Memberships 1.9.0 or newer
This guide will assume you’ve already configured WooCommerce Memberships.Settings for this plugin can be found under WooCommerce > Settings > Memberships > MailChimp Sync. Here, you’ll enter your API key for your MailChimp account, then configure how member data should be tied to MailChimp. First, we need to get your API key from your MailChimp account, as this will let the plugin pull in data about your lists. You can find this by clicking “Account” from your menu while logged in. Next, click “Extras”, then API Keys, to view any API keys for your account, or create new ones. Finally, if you have an API key already, you can use your existing key, or generate a new one (we recommend using a new key). Then, copy this key. Paste your API key into the plugin settings, and save your settings. You’ll then be able to configure plugin settings with access to your MailChimp lists and merge tags. Under WooCommerce > Settings > Memberships > MailChimp Sync, once you’ve saved a valid API key, you’ll now see data related to your MailChimp account. The first thing to do is to select the list your members should be synced to, and save your settings. When you’ve selected your list, the plugin will automatically push new merge tags to your MailChimp Account. You’ll have one merge tag per plan, along with an ISACTIVE merge tag. You can now map merge tags to your existing membership plans. You can use the tags the plugin has created for you, or select merge tags of your own (in case you’ve already had member data present in MailChimp). To see more details on what each merge tag represents, please view our notes on MailChimp segments. These merge tags are automatically updated every time a membership is changed to ensure that status and member data are always up-to-date in MailChimp.
Other settingsMembers Sign Up Prompt Text and Members Sign Up Button Text fields will not appear until the Members Sign Up settings is set to “Members must subscribe at checkout or from the Members Area”. Please note that the Members Sign Up field will only appear when using Memberships version 1.10.3 or later.
- Enable Debug Mode – enable if you experience issues with your MailChimp connection; as a best practice, this should be disabled unless actively troubleshooting.
- Members Sign up – Determine if members are signed up for your list automatically, or if they must opt into your list. Please see our overview below on whether or not opt in is required.
- Members Signup Prompt Text – Enter the text to use for opt in at checkout and from the members area if a member has not opted into your list.
- Members Signup Button Text – Enter the call to action text for the members area opt in.
- Deleted memberships – Determine whether deleting a user membership unsubscribes the member from your list, or removes the member from your list. If the member has more than one membership, the member will only be removed or unsubscribed if all memberships have been deleted (though merge tags will still be updated to reflect accurate membership data).
- Deleted plan merge fields – Determine what to do with plan merge tags if a plan is deleted. You can keep existing merge tags in MailChimp, or delete those merge tags when plans are deleted.
- Sync members – This action forces a member sync with MailChimp — helpful if you’ve just installed, or had your site in maintenance mode and need to update membership records.
|Event||Plan merge tag changes||Other changes|
|Membership created or purchased||plan merge tag updated to reflect membership status||Subscriber added if not previously on list; ISACTIVE – updated to “yes” when plan access activated|
|Membership expires or is cancelled||plan merge tag – updated to reflect membership status||ISACTIVE – updated to “no” if there are no other active memberships|
|Membership is transferred||plan merge tag is deleted from subscriber||If there are no other memberships, member is unsubscribed|
|Membership is deleted||plan merge tag deleted from subscriber||If there are no other memberships, member is unsubscribed or removed (depending on settings)|
|Membership status changes||plan merge tag always reflects current status||ISACTIVE may change depending on all user memberships’ statuses|
- The ISACTIVE merge tag will be empty if the subscriber has no membership records on your site. It will be “yes” if they have any active memberships, and “no” if they have had memberships that have since become inactive.
- The plan-specific merge tags will always have the current status as the value of the merge tag (here’s a quick reference list). The plan-specific merge tag will be empty if the subscriber has no memberships for that plan (active or inactive).
Q: What will happen if I delete or expire a membership, but the customer still has other active memberships on my site? A: When there’s a change to expire or remove one membership, other memberships are also checked before pushing data to MailChimp. In this case, since the customer has other active memberships, they won’t be removed or unsubscribed, and your “Is active” merge tag will remain “yes”. The membership being deleted will have its plan merge tag cleared in this case only to reflect there is no longer member data for that plan.
Q: I have a lot of plans, and I want to target active members of some of them, but I don’t have enough segmentation conditions. How can I do this? A: Unfortunately you may be limited by the segmentation options within MailChimp if you have several plans you want to target in a segment. When this happens, we recommend creating a segment for each plan, then duplicating your campaigns to segment for different plans with the same content so you can reach your intended audience.
Q: I have a lot of Membership plans on my website, and now some members are not syncing. Why is that? A: Depending on the number of membership plans on your site, you may be hitting the MailChimp Merge Feild Limit. We would suggest the following options to workaround this limit:
- 30-60 membership plans: MailChimp Audience Goups
- 60+ Membership plans: MailChimp Tags (This is the all-around option and has no limitations)