Check your version

This video covers a topic in Drupal 7 which may or may not be the version you're using. We're keeping this tutorial online as a courtesy to users of Drupal 7, but we consider it archived.

Sign Up for a MailChimp Account

Video loading...

  • 0:02
    Using MailChimp With Drupal 7
  • 0:05
    Sign Up for a MailChimp Account Series Sponsored by MailChimp
  • 0:08
    Before we can do much with integrating Drupal and MailChimp,
  • 0:13
    the first thing that we need to do is create an account on MailChimp.com.
  • 0:17
    Once we've created an account with MailChimp,
  • 0:20
    we can generate an API key.
  • 0:23
    The API key can be used by Drupal in order to make requests
  • 0:27
    of the MailChimp API on our behalf.
  • 0:30
    Once we've generated the API key,
  • 0:32
    we'll need to configure Drupal to use that key.
  • 0:35
    So we'll enter it into the Drupal user interface, and save that.
  • 0:40
    By the end of this lesson, you should have an account on MailChimp.com,
  • 0:43
    and have located your account's API key
  • 0:46
    and configured Drupal to use it in order to make requests on your behalf.
  • 0:50
    Let's go ahead and get started!
  • 0:51
    So, the first thing that we're going to need to do is sign up for a MailChimp account.
  • 0:56
    This is pretty straightforward, but let's walk through it.
  • 0:59
    If you go to MailChimp.com in your browser,
  • 1:02
    you'll see the Sign Up for Free button, here.
  • 1:04
    Now you can click "Sign Up", and we'll just walk through the steps for signing up for an account.
  • 1:08
    It says you can sign up in 30 seconds—we'll see how long it takes us.
  • 1:13
    So I can enter in an email address.
  • 1:15
    I'm going to use one that's specific for this set of videos, so we'll make it like so.
  • 1:23
    Just enter in your email address and your user name
  • 1:25
    and a password.
  • 1:27
    MailChimp has some restrictions there that you need to make sure that you meet all of those restrictions
  • 1:33
    for your password, and then click "Create Account".
  • 1:35
    It gives you a message that says, "Thanks! We just sent you an email with information."
  • 1:39
    So I can go in my email, I will just have received an email from MailChimp.com
  • 1:45
    with a link that I can click and activate account.
  • 1:48
    So I'll just click on that link.
  • 1:50
    Once I've clicked on the link, MailChimp asks me to "Confirm" my "Humanity".
  • 1:55
    One of the things that I enjoy about MailChimp is they've got a fun sense of humor.
  • 1:58
    I've got their little icon here, his name's Freddy, by the way.
  • 2:02
    And they have lots of humor and display this icon.
  • 2:05
    It just makes the interaction a little bit more fun.
  • 2:07
    Anyways, I'm going to click the button that says "I'm not a robot" because I am, in fact, not a robot,
  • 2:13
    and click "Confirm Signup".
  • 2:15
    Then it's going to walk me through another form, where I need to add some additional information.
  • 2:19
    I need to add a first and last name, so I'll add that.
  • 2:22
    Email address which I added before.
  • 2:24
    My short survey, kind of the, like, "Who are you, and how did you find out about our organization?"
  • 2:30
    So I'll fill that out.
  • 2:32
    I do not have a list of emails that I would like to import.
  • 2:36
    I'm just going to start from scratch, however, if you do have an existing list,
  • 2:39
    MailChimp will allow you to import those in a lot of different formats.
  • 2:43
    CSV file, Excel, and so forth.
  • 2:45
    And I am not setting this up for a client, I'm just doing it for myself.
  • 2:49
    You're going to have to enter in some additional information here.
  • 2:52
    One of the things that I found a little bit confusing is that
  • 2:55
    it's not immediately obvious that these fields are all required,
  • 2:58
    but they are required.
  • 3:00
    The reason for that is that MailChimp is going to allow you to send emails
  • 3:05
    to a list of people—bulk email—and one of the things that it's trying to do
  • 3:09
    is prove that you're legitimate, that you're either a legitimate business, or a person
  • 3:14
    that isn't trying to game their system and use it to send a lot of spam email.
  • 3:19
    So, it asks you for some additional information here.
  • 3:21
    So we'll provide them with that.
  • 3:23
    We can pick an industry.
  • 3:26
    In our case, we're building a website
  • 3:28
    for a ice cream shop, so we'll pick Restaurants and Venue.
  • 3:33
    The big thing here is not all that important,
  • 3:36
    but one of the things that it does is MailChimp allows you to compare
  • 3:39
    your metrics and success rates
  • 3:41
    with other people who have also claimed to be in the same industry as you.
  • 3:45
    So you can kind of compare how you're doing amongst your peers with your email marketing campaigns.
  • 3:51
    We'll set a time zone—the important thing about the time zone, and it says this here is that
  • 3:56
    when you send an email, or when you're scheduling MailChimp to send emails,
  • 4:00
    it's going to use this time zone, whatever you configure here, to determine when to send it.
  • 4:04
    So, for example, if I set this to GMT -4:00,
  • 4:08
    Eastern time, but I live in Colorado, which is GMT -6:00,
  • 4:12
    an email sent at noon, Eastern time,
  • 4:15
    would arrive at 10:00 Mountain time, for me.
  • 4:18
    So they're kind of keeping that in mind.
  • 4:20
    What I would recommend is setting the time zone
  • 4:24
    relative to where the majority of the subscribers to your mailing list live.
  • 4:28
    If that's not possible, maybe just pick something
  • 4:31
    like standard GMT zero time
  • 4:34
    so that it's more normalized for everyone.
  • 4:37
    But anyways, when you send campaigns or when you schedule things,
  • 4:40
    it's going to be relative to whatever time zone you send here.
  • 4:43
    You can optionally upload a profile photo, I'm going to skip that.
  • 4:46
    Let's say "Save And Get Started".
  • 4:48
    Looks like we had an error, let's see.
  • 4:52
    You do need to provide a website URL.
  • 4:54
    So we'll say ours is lullabot.com, or drupalize.me
  • 4:59
    I suppose would be more appropriate here, so we'll do drupalize.me.
  • 5:02
    And then "Save And Get Started".
  • 5:06
    Now, you, of course, are going to want to use actual, legitimate information for this.
  • 5:12
    I'm filling in a little bit of dummy information
  • 5:15
    because I know that once I'm done recording this series of videos, I'll likely just delete the account,
  • 5:20
    and I'm not going to be sending email to a bunch of real email addresses.
  • 5:24
    The more accurate information you can provide,
  • 5:28
    the better MailChimp will do at helping make sure that your account doesn't get flagged as spam,
  • 5:33
    and will be able to trust that you are who you say you are.
  • 5:36
    You get a little wizard that pops up here, I'm going to skip through those steps.
  • 5:40
    Once I've done that,
  • 5:42
    the next thing I'll want to do is
  • 5:45
    generate an API key that I can then copy and paste into Drupal.
  • 5:49
    So I'm going to click on the Account tab up here on the right,
  • 5:53
    and then I'm going to go to Account.
  • 5:55
    From within Account, I'm going to go to Extras,
  • 5:59
    and then API keys.
  • 6:02
    From here, I can generate a new API key
  • 6:06
    by clicking the "Create A Key" button,
  • 6:08
    and it's gone ahead and created an API key for me.
  • 6:12
    I can copy that key, like so.
  • 6:15
    I'm going to take this key, and I'm going to install it
  • 6:19
    into my Drupal site so that Drupal
  • 6:22
    can interact with MailChimp on my behalf.
  • 6:24
    So, over on my Drupal site
  • 6:26
    where I've already got the MailChimp module installed,
  • 6:28
    if I go to Configuration and scroll down,
  • 6:32
    and go to MailChimp under Web Services,
  • 6:36
    there's an option here to enter in a MailChimp API key, and it's required.
  • 6:41
    So I'll go ahead and paste in my API key that I just generated.
  • 6:45
    I'm going to leave the other settings on this page as they are,
  • 6:49
    but just to kind of mention, since we're here,
  • 6:51
    there's an option for "Use batch processing",
  • 6:53
    which, basically, is if your Drupal site is making a high volume of requests
  • 6:58
    to the MailChimp API, you might want to do so in a queue
  • 7:01
    rather than have them happen immediately when someone hits "Save".
  • 7:04
    This way you ensure that they all actually happen and things don't time out,
  • 7:08
    in addition to reducing the load on your site itself.
  • 7:10
    So, what'll happen is if you say "batch these operations"
  • 7:15
    whenever I hit "Save" in some configuration form, or some action that needs to interact
  • 7:20
    with the MailChimp API, it'll actually queue up all of those actions,
  • 7:23
    and then when Drupal's chron runs, it will process, well, however many
  • 7:28
    you've set here under "Batch limit" of the items that are in the queue each time.
  • 7:32
    For our purposes, our list is going to be really small,
  • 7:36
    and we want things to happen immediately because we're trying to demonstrate them in real time, here.
  • 7:40
    So I'm going to leave "batch processing" off.
  • 7:42
    But I will click "Save Configuration" now that I've got my key installed, and that's it.
  • 7:47
    That's all I need to do in order to allow Drupal
  • 7:50
    to begin to talk to MailChimp.
  • 7:53
    So, just as a quick recap, what we covered in this lesson:
  • 7:57
    we started by creating a new account on MailChimp.com,
  • 8:00
    basically filling out the form, clicking the activation link that they sent us,
  • 8:04
    and then providing MailChimp with information
  • 8:06
    about ourselves and our business in order for
  • 8:09
    MailChimp to essentially validate that we are who we say we are
  • 8:12
    and that we're not some spam company.
  • 8:15
    Another thing that happens with that information is that any time we send an email with MailChimp,
  • 8:19
    the information that we provided as part of our
  • 8:24
    signup process, there, is going to locate it in the footer of emails that we send.
  • 8:29
    This is in order to comply with the spam laws in certain countries.
  • 8:33
    For mass emailings like the kind that we
  • 8:38
    send when we email an entire list,
  • 8:40
    we need to have business information in the footer.
  • 8:43
    After we create an account, we log into our account on MailChimp.com
  • 8:47
    and we generated a new API key.
  • 8:50
    The API key is what allows Drupal
  • 8:53
    to contact MailChimp on our behalf.
  • 8:55
    And then finally, in the Drupal user interface,
  • 8:58
    we configured Drupal to use our new MailChimp API key
  • 9:02
    and save that, so that as we start installing
  • 9:05
    more of the MailChimp sub modules,
  • 9:07
    they'll be able to perform the tasks that they need to.

Sign Up for a MailChimp Account

Loading...

Before you can do anything else with MailChimp you'll need to create a MailChimp account. In this tutorial we'll walk through creating an account on MailChimp.com. Then, we'll look at where to find your API key, and how to add it to Drupal so that the Drupal MailChimp module can communicate with MailChimp on your behalf. Adding your API key is a required step to get MailChimp integration working with Drupal. Without an API key, Drupal can't make requests to MailChimp on your behalf.

By the end of this lesson you should have an account on MailChimp.com. You should also have located your account's API key and configured Drupal to use it.

Further your learning

  • Why does MailChimp require personal details like address and phone number when creating an account?
  • What is the purpose of providing Drupal with a MailChimp API key?
  • Further exploration: In theory you can share a single MailChimp API key between multiple different Drupal sites. What effect would this have on your integration?

Series Sponsored by MailChimp

Downloads: 
Log in or sign up to download companion files.
Additional resources: