How to split members into multiple audiences on registration

This article explains how to configure registration form 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 separate your members is making the registration role-specific and use roles to manage subscribers. See the example:

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 needed role(s) in the setting "Which roles can subscribe to this audience". Enable the option "Automatically add new users to this audience".

Note: Don't forget to configure additional settings - groups, tags, settings in the area "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. This field has to be required. 

5) Test registration form. You should see the required role field.

Manual audience singup

You may give you members an opportunity to choose if they want to subscribe for newsletters in the registration form. See the example:

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 needed role(s) in the setting "Which roles can subscribe to this audience". Disable the option "Automatically add new users to this audience".

Note: Don't forget to configure additional settings - groups, tags, settings in the area "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.

4) Test registration form. You should see a checkbox for each added field "MailChimp".