Field Management with MailChimp

November 19, 2014 Uberflip Customer Success

Adding, removing, and re-syncing form fields on a MailChimp Form CTA is very straightforward.

Form field management can be found in the second 'Layout' tab when creating CTAs, beside the “Forms Fields” header, in brackets, labelled “(Manage)” (see screenshot below).  

Clicking 'Manage' will result in a popup frame that will allow you to customize your form fields.   All fields on a Form CTA can be re-ordered by dragging and dropping the fields into the order in which you wish them to display. You can also remove fields with one click by clicking the 'X' that appears next to the Field Name. 

In the manage fields section for a MailChimp Form CTA, you are also able to:

  • Add new fields;
  • Re-sync field types;
  • Reorder fields;
  • Edit drop down labels;
  • Reorder drop down options; and
  • Remove fields. 

You can add any supported Form CTA field type (text, numeric, dropdown, checkbox) that already exists in your MailChimp account to your Form CTA. To add these fields, simply type the field name into the text field underneath “Please Enter MailChimp Field Name” and the predictive text will help you find what you’re looking for.  

Once you find the field press the button to the right of the text field with a plus sign.  If the field was not found or was spelled incorrectly, you will be notified with an error saying, “New field must not be used and exist in your integration”. Make sure the field type is supported and the name is correct in this case.  

Once successfully added, the field will be added into the list of existing fields on your Form CTA.   If at some point you have recreated a field in MailChimp and want to change the type on your Form CTA, just resync the field by clicking the edit icon and then clicking “Re-sync”.  This will recheck the field type on MailChimp’s end and make sure we have the right type stored - if we don’t, we’ll change it over.  

In this same section, if the field type is a drop down, you can change an option’s label to whatever you would like or reorder it by dragging the option to the position you wish it to prioritize to.

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