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README.txt in Mailchimp 7.2

Synchronize Drupal users with MailChimp lists and allow users to subscribe, 
unsubscribe, and update member information. This module requires the
[Entity module](http://www.drupal.org/project/entity).

## Installation

1. Enable the MailChimp Lists module and the Entity Module

2. To use MailChimp Lists module, you will need to install and enable the Entity
API module [http://drupal.org/project/entity]([http://drupal.org/project/entity)

3. If you haven't done so already, add a list in your MailChimp account. Follow 
these directions provided by MailChimp on how to 
[add or import a list](http://kb.mailchimp.com/article/how-do-i-create-and-import-my-list).

4. Direct your browser to: http://example.com/admin/config/services/mailchimp 
You will now see a "Lists and Users" tab. http://example.com/admin/config/services/mailchimp/lists


## Usage

Adding a list - click "Add a List". Lists are exportable and have a machine
name, so will play nice with features or your own codified configurations. Each
list is also given a unique Subscription block, which you can place as desired.
The block names match the labels you provide to your list, and they render
intelligently based on the User and the List settings (see below). 

### Mailchimp List & Merge Fields

* MailChimp List
The dropdown is populated with options based on the lists that exist on your
MailChimp account. If you see no lists here, make sure you have created lists in
your MailChimp account, and try clicking "Refresh Lists from MailChimp" on the
"Lists and Users" tab. 

* Merge Fields
You will see Merge Field options based on the configuration of your list through
MailChimp. You can match these fields up to fields on Drupal Users to keep them
synced. 

### Settings

* Allow anonymous registration
Checking this box will allow anonymous visitors to your site to input their
email address and any merge field options you select to add themselves to a list
via the List's block, without creating a Drupal Account. If this option is not
checked, Anonymous Users will not see the List's registration block. If it is,
they see a version of the block with an Email input field, and any Merge Fields
that you specify in the Form & Subscribe Block Options (below). 

* Automatically add all eligible users
This option will automatically synchronize the List with the site's Users based
on the Roles specified in the Roles section. When enabled, the Block for this
list will present Interest Group options only to logged-in Users. Anonymous
Users will see the normal Anonymous registration block if that option is also
enabled for the list. 

* Roles
Configures which users are allowed to join this list. If "Automatically Add" is
enabled, this instead configures which users are _forced_ to be added to this
list. The Anonymous Role is hidden, but is controlled by the "Allow Anonymous"
setting above. 

* Require subscribers to Double Opt-in
New subscribers will be sent a link with an email from MailChimp that they must 
follow to confirm their subscription. 

* Show subscription options on the user registration form.
This will only apply for lists when the "Authenticated User" role is selected
under Roles. 

* Show subscription options on the user edit screen.
Presents a tab for managing newsletter subscriptions when editing an account.
The user can subscribe and unsubscribe from the MailChimp lists to which they
belong, or configure interest groups, based on other settings. 

* Sync List During Cron
If this is set, subscription changes will take place during cron runs.
Otherwise, subscription changes all take place immediately. 

* Enable MailChimp webhooks for this list
When a user unsubscribes from a list or updates their profile outside of Drupal, 
MailChimp will trigger an event to update the user's cached MailChimp member 
information. This will not update any of their Drupal user information. Web 
hooks are the only way to maintain a two-way sync with your lists. Any 
information updated outside of the Drupal environment, e.g., email footer, 
another website, MailChimp site directly, etc. will be trigger an update of the 
cached member information within Drupal. This cached data means Drupal doesn't 
have to contact MailChimp every time it wants to determine a user's status, get 
their other info, etc. Generally this should be enabled if possible. Otherwise, 
lists could get out of sync. Cron runs have no impact on cached member data. 
Member info is loaded and cached the first time it's needed and is cleared when 
a user updates their info via Drupal, via a hook_user event, or when a web hook 
event updates it. It is also important to note that the web hook doesn't just
clear it, but actually updates the cached data. *Note: You cannot test webhooks
if developing locally, as the system can't access your local computer.* 

### Form & Subscribe Block Options

* List Label
This is the label used for the list in Blocks and Forms, differentiating the
labeling in the administrative interface from what you present to your Users. If
you leave this blank, your forms might look quite strange.

* Submit Button Label
The text to attach to the "subscribe" button on blocks. This does not apply to
screens where multiple lists are displayed on a single form: just on the
individual form blocks.

* Default to opt-in on registration form
Auto-checks the subscribe checkbox for this list on the user registration form.

* Include interest groups on subscription form
If set, users will be able to select applicable interest groups when registering 
or editing their accounts. Interest Groups are set up in MailChimp. Read more 
about [MailChimp Groups](http://mailchimp.com/features/groups/). If your groups 
are not showing up on your subscribe form in Drupal, you may need to clear your 
cache.

* Merge Field Form Display Settings
This option does not appear unless "Allow anonymous" is checked. This controls
which of the MailChimp List's Merge Fields show up on the Anonymous subscription
block for this list. Fields marked as Required in MailChimp show up
automatically, so you'll only see non-required fields here for configuration.

File

modules/mailchimp_lists/README.txt
View source
  1. Synchronize Drupal users with MailChimp lists and allow users to subscribe,
  2. unsubscribe, and update member information. This module requires the
  3. [Entity module](http://www.drupal.org/project/entity).
  4. ## Installation
  5. 1. Enable the MailChimp Lists module and the Entity Module
  6. 2. To use MailChimp Lists module, you will need to install and enable the Entity
  7. API module [http://drupal.org/project/entity]([http://drupal.org/project/entity)
  8. 3. If you haven't done so already, add a list in your MailChimp account. Follow
  9. these directions provided by MailChimp on how to
  10. [add or import a list](http://kb.mailchimp.com/article/how-do-i-create-and-import-my-list).
  11. 4. Direct your browser to: http://example.com/admin/config/services/mailchimp
  12. You will now see a "Lists and Users" tab. http://example.com/admin/config/services/mailchimp/lists
  13. ## Usage
  14. Adding a list - click "Add a List". Lists are exportable and have a machine
  15. name, so will play nice with features or your own codified configurations. Each
  16. list is also given a unique Subscription block, which you can place as desired.
  17. The block names match the labels you provide to your list, and they render
  18. intelligently based on the User and the List settings (see below).
  19. ### Mailchimp List & Merge Fields
  20. * MailChimp List
  21. The dropdown is populated with options based on the lists that exist on your
  22. MailChimp account. If you see no lists here, make sure you have created lists in
  23. your MailChimp account, and try clicking "Refresh Lists from MailChimp" on the
  24. "Lists and Users" tab.
  25. * Merge Fields
  26. You will see Merge Field options based on the configuration of your list through
  27. MailChimp. You can match these fields up to fields on Drupal Users to keep them
  28. synced.
  29. ### Settings
  30. * Allow anonymous registration
  31. Checking this box will allow anonymous visitors to your site to input their
  32. email address and any merge field options you select to add themselves to a list
  33. via the List's block, without creating a Drupal Account. If this option is not
  34. checked, Anonymous Users will not see the List's registration block. If it is,
  35. they see a version of the block with an Email input field, and any Merge Fields
  36. that you specify in the Form & Subscribe Block Options (below).
  37. * Automatically add all eligible users
  38. This option will automatically synchronize the List with the site's Users based
  39. on the Roles specified in the Roles section. When enabled, the Block for this
  40. list will present Interest Group options only to logged-in Users. Anonymous
  41. Users will see the normal Anonymous registration block if that option is also
  42. enabled for the list.
  43. * Roles
  44. Configures which users are allowed to join this list. If "Automatically Add" is
  45. enabled, this instead configures which users are _forced_ to be added to this
  46. list. The Anonymous Role is hidden, but is controlled by the "Allow Anonymous"
  47. setting above.
  48. * Require subscribers to Double Opt-in
  49. New subscribers will be sent a link with an email from MailChimp that they must
  50. follow to confirm their subscription.
  51. * Show subscription options on the user registration form.
  52. This will only apply for lists when the "Authenticated User" role is selected
  53. under Roles.
  54. * Show subscription options on the user edit screen.
  55. Presents a tab for managing newsletter subscriptions when editing an account.
  56. The user can subscribe and unsubscribe from the MailChimp lists to which they
  57. belong, or configure interest groups, based on other settings.
  58. * Sync List During Cron
  59. If this is set, subscription changes will take place during cron runs.
  60. Otherwise, subscription changes all take place immediately.
  61. * Enable MailChimp webhooks for this list
  62. When a user unsubscribes from a list or updates their profile outside of Drupal,
  63. MailChimp will trigger an event to update the user's cached MailChimp member
  64. information. This will not update any of their Drupal user information. Web
  65. hooks are the only way to maintain a two-way sync with your lists. Any
  66. information updated outside of the Drupal environment, e.g., email footer,
  67. another website, MailChimp site directly, etc. will be trigger an update of the
  68. cached member information within Drupal. This cached data means Drupal doesn't
  69. have to contact MailChimp every time it wants to determine a user's status, get
  70. their other info, etc. Generally this should be enabled if possible. Otherwise,
  71. lists could get out of sync. Cron runs have no impact on cached member data.
  72. Member info is loaded and cached the first time it's needed and is cleared when
  73. a user updates their info via Drupal, via a hook_user event, or when a web hook
  74. event updates it. It is also important to note that the web hook doesn't just
  75. clear it, but actually updates the cached data. *Note: You cannot test webhooks
  76. if developing locally, as the system can't access your local computer.*
  77. ### Form & Subscribe Block Options
  78. * List Label
  79. This is the label used for the list in Blocks and Forms, differentiating the
  80. labeling in the administrative interface from what you present to your Users. If
  81. you leave this blank, your forms might look quite strange.
  82. * Submit Button Label
  83. The text to attach to the "subscribe" button on blocks. This does not apply to
  84. screens where multiple lists are displayed on a single form: just on the
  85. individual form blocks.
  86. * Default to opt-in on registration form
  87. Auto-checks the subscribe checkbox for this list on the user registration form.
  88. * Include interest groups on subscription form
  89. If set, users will be able to select applicable interest groups when registering
  90. or editing their accounts. Interest Groups are set up in MailChimp. Read more
  91. about [MailChimp Groups](http://mailchimp.com/features/groups/). If your groups
  92. are not showing up on your subscribe form in Drupal, you may need to clear your
  93. cache.
  94. * Merge Field Form Display Settings
  95. This option does not appear unless "Allow anonymous" is checked. This controls
  96. which of the MailChimp List's Merge Fields show up on the Anonymous subscription
  97. block for this list. Fields marked as Required in MailChimp show up
  98. automatically, so you'll only see non-required fields here for configuration.