README.txt in Mailchimp 7.5
Synchronize Drupal entities with MailChimp lists/audiences and allow anyone with access to
edit entities (such as Users editing their own data) to subscribe, unsubscribe,
and update membership information. This module requires the
[Entity module](http://www.drupal.org/project/entity).
## Installation
1. Enable the MailChimp Lists/Audiences module, the Field UI module, and the Entity Module
2. To use MailChimp Lists/Audiences 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).
## Usage
* Subscription Field
Create an entity type with an email address field, or pick an entity that has an
email address property (like Users). Add a field to the entity type of the type
"Mailchimp Subscription" and use the field UI to configure your Subcription
field.
* 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 your entity to push your
entity field values back to Mailchimp during subscriptions.
## Field-level Settings
* 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, rather than being immediately subscribed
and send a confirmation message from MailChimp.
## Rules (and Roles)
There is a single Rules action to subscribe or unsubscribe Entities with a
configured Mailchimp Subscription field. This can be used to simply re-create
the Roles-based auto-subscription functionality in earlier versions of Mailchimp
Lists. Simply create a Mailchimp Subscription field on Users and hide the field
from them in the UI, then create a rule that subscribes users to this list when
they are saved, based on their role.
A sample Rules configuration export is provided here. This assigns based on Role
"3" and targets a field called field_members:
{ "rules_member_subscriptions" : {
"LABEL" : "Member Subscriptions",
"PLUGIN" : "reaction rule",
"OWNER" : "rules",
"REQUIRES" : [ "rules", "mailchimp_lists" ],
"ON" : { "user_presave" : [] },
"IF" : [
{ "user_has_role" : { "account" : [ "account" ], "roles" : { "value" : { "3" : "3" } } } }
],
"DO" : [
{ "mailchimp_lists_user_subscribe" : {
"entity" : [ "account" ],
"field" : [ "account:field-subscribers" ],
"subscribe" : 1
}
}
]
}
}
## Webhooks
Direct your browser to: admin/config/services/mailchimp
You will now see a "Lists" tab. (admin/config/services/mailchimp/lists)
This should show you your lists, and allow you to control Webhook settings for
each list.
What does this mean?
When a user unsubscribes from a list or updates their profile through MailChimp
rather than Drupal, MailChimp will trigger an event to update the user's cached
MailChimp member information. This will not update any of their merge field
data, or any other Entity data: it just changes the cached information. This
cached data means Drupal doesn't have to contact MailChimp every time it wants
to gather subscription data.
In other words, this should be enabled if possible. Otherwise, you may be using
innaccurate information in Drupal. It is also important to note that the webhook
doesn't just clear cached data, but actually updates the cached data.
*Note: You cannot test webhooks if developing locally, as the MailChimp system
can't reach your local computer unless you enable a tunneling service like
ngrok.*
File
modules/mailchimp_lists/README.txt
View source
- Synchronize Drupal entities with MailChimp lists/audiences and allow anyone with access to
- edit entities (such as Users editing their own data) to subscribe, unsubscribe,
- and update membership information. This module requires the
- [Entity module](http://www.drupal.org/project/entity).
-
- ## Installation
-
- 1. Enable the MailChimp Lists/Audiences module, the Field UI module, and the Entity Module
-
- 2. To use MailChimp Lists/Audiences 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).
-
- ## Usage
- * Subscription Field
- Create an entity type with an email address field, or pick an entity that has an
- email address property (like Users). Add a field to the entity type of the type
- "Mailchimp Subscription" and use the field UI to configure your Subcription
- field.
-
- * 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 your entity to push your
- entity field values back to Mailchimp during subscriptions.
-
- ## Field-level Settings
-
- * 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, rather than being immediately subscribed
- and send a confirmation message from MailChimp.
-
- ## Rules (and Roles)
- There is a single Rules action to subscribe or unsubscribe Entities with a
- configured Mailchimp Subscription field. This can be used to simply re-create
- the Roles-based auto-subscription functionality in earlier versions of Mailchimp
- Lists. Simply create a Mailchimp Subscription field on Users and hide the field
- from them in the UI, then create a rule that subscribes users to this list when
- they are saved, based on their role.
-
- A sample Rules configuration export is provided here. This assigns based on Role
- "3" and targets a field called field_members:
-
- { "rules_member_subscriptions" : {
- "LABEL" : "Member Subscriptions",
- "PLUGIN" : "reaction rule",
- "OWNER" : "rules",
- "REQUIRES" : [ "rules", "mailchimp_lists" ],
- "ON" : { "user_presave" : [] },
- "IF" : [
- { "user_has_role" : { "account" : [ "account" ], "roles" : { "value" : { "3" : "3" } } } }
- ],
- "DO" : [
- { "mailchimp_lists_user_subscribe" : {
- "entity" : [ "account" ],
- "field" : [ "account:field-subscribers" ],
- "subscribe" : 1
- }
- }
- ]
- }
- }
-
- ## Webhooks
-
- Direct your browser to: admin/config/services/mailchimp
- You will now see a "Lists" tab. (admin/config/services/mailchimp/lists)
- This should show you your lists, and allow you to control Webhook settings for
- each list.
-
- What does this mean?
- When a user unsubscribes from a list or updates their profile through MailChimp
- rather than Drupal, MailChimp will trigger an event to update the user's cached
- MailChimp member information. This will not update any of their merge field
- data, or any other Entity data: it just changes the cached information. This
- cached data means Drupal doesn't have to contact MailChimp every time it wants
- to gather subscription data.
-
- In other words, this should be enabled if possible. Otherwise, you may be using
- innaccurate information in Drupal. It is also important to note that the webhook
- doesn't just clear cached data, but actually updates the cached data.
-
- *Note: You cannot test webhooks if developing locally, as the MailChimp system
- can't reach your local computer unless you enable a tunneling service like
- ngrok.*