How to split members into multiple audiences on registration

This article explains how to configure registration forms and MailChimp audience connections to add new members into different audiences depending on their role or choice. 

Please read the article MailChimp Setup first to get know basic information about extension Ultimate Member - MailChimp.

There are two ways to manage newsletter subscriptions on registration: 

  • Automatic audience signup requires user role to be selected on registration;
  • Manual audience signup requires special checkboxes in the registration form.

Automatic audience signup

The simplest way to split your members is to make the registration role-specific and use roles to manage subscribers. Follow these steps:

1) Go to the page [wp-admin > Ultimate Member > User Roles] and create user roles. You may use existing UM user roles and role "Subscriber."

2) Go to the page [wp-admin > Ultimate Member > MailChimp] and create audience connections. You may use a single connection for several roles or individual connections for each role. Select the needed role(s) in the setting "Who can subscribe to this audience." Enable the option "Automatically sync contacts."

Configure additional settings - groups, tags, fields in the widget Merge User Meta.

3) Check up connections on the page [wp-admin > Ultimate Member > MailChimp]. You should see recently added connections.

4) Add the field "Roles" to the registration form.
Note: This step is optional. Alternatively, you can create multiple registration forms.

Test registration form. You should see a role field.

Manual audience signup

You may allow your members to choose to subscribe to newsletters in the registration form. Follow these steps:

1) Go to the page [wp-admin > Ultimate Member > MailChimp] and create audience connections. You may use a single connection for several roles or individual connections for each role. Select the needed role(s) in the setting "Who can subscribe to this audience." Disable the option "Automatically sync contacts."

Configure additional settings - groups, tags, fields in the widget Merge User Meta.

2) Check up connections on the page [wp-admin > Ultimate Member > MailChimp]. You should see recently added connections.

3) Add the field "MailChimp" to the registration form. Add a field for each manual connection.

Test the registration form. You should see a checkbox for each added field, "MailChimp."

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