Create an Email Signup to Your Favorite Marketing Platform (Mailchimp, Klaviyo, Omnisend)

Mesa Forms and Email

Mesa is an automation platform for retailers on Shopify. You can create new experiences for customers and better manage backoffice tasks. For example, using the built-in Forms app, capture email addresses to add directly in your email marketing platform.

This article shows you how to do just that. Install Mesa on your Shopify store to start your 14-day free trial. Contact us for any help getting this workflow setup!

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This tutorial will show how to set up a form for email sign-up and connect submissions to any marketing platform using Forms by Mesa. We’ll walk you through setting the form for adding to your Shopify page or theme files then routing the data submission to a few of the most popular email marketing services.

Step-by-step instructions:

1. On your Mesa dashboard, click the green Create New Workflow button to the right of the Search apps and templates field.

On the next page, click the Forms by Mesa icon under When this happens, which will be the first step in your workflow.

2. Click on the first step in the workflow, Form. You can build a form from scratch, or copy the HTML code from our Form Builder, modify it, and use it on any page on the web. More details can be found on Mesa Forms here.

Click the Open Form Builder button to start editing your Form.

Using the right hand column of different field types, you can drag and drop different fields on your Form and tailor it as you wish.

Select the Text Field option for your most common data values you want to capture.

Click the Edit icon after hovering the field you just added to reveal more options such as customizing the field type, label or placeholder values.

For capturing email addresses, be sure to choose email as the Type so you get the added benefit of data validation from the browser.

Click the green Update button when complete.

Once your form is set up, click the Get Code tab and click the Copy all code button on the bottom left. Now that you have the code, you’ll need to paste it somewhere on your Shopify store. This can be done by editing the code in your store’s theme.

Underneath your Sales Channels in the left column on the Shopify admin, click Online Store, select your Current Theme, then click Edit Code from the Actions drop-down menu.

3. Now it’s time to choose the next step in your workflow. Under Do This, you can use the Search all apps field to type in any email marketing app that currently integrates with Mesa. We’ll now show you how to set-up credentials for three of the most popular apps in our library, Klaviyo, Mailchimp and Omnisend.

Example 1 – Klaviyo

Once you select Klaviyo, click the Use This button next to List Subscribe.

Before you can move forward you’ll need to add your private Klaviyo API key. This can be done by going to your Klaviyo dashboard and following Accounts > Settings > API Keys, and typically begins with ‘pk_’. Once complete click Add credential. For more information on connecting Klaviyo with Mesa, click here.

In the App Configuration step for Klaviyo, you can select the Klaviyo List that you would like to use by clicking the drop-down menu on the List ID field.

The rest of the information in the Data Mapping step will be unique based on the information that you are collecting from the Form

You can utilize Mesa’s Tokens by clicking the {+} icon to find the right Token value for the customer’s email address. This lets you connect the form data to send into Klaviyo. 

In this example, the values we’ve added are Form Name, Form Email, and Form Phone

Once complete, scroll back up to the top of the page and click the Enable button in the top right-hand corner. 

Example 2 – Mailchimp

Once you select Mailchimp in the Search all apps field, you’ll first need to Add New Credentials.

In order to successfully add the credential, you must first create a new API key from your Mailchimp dashboard.

Under the Account Settings on your Mailchimp Dashboard, click the Extras tab and select API Keys from the drop-down menu.

Click Create a Key and copy/paste the API key that is generated within the credential step. 

In the App Configuration step, you can add your Admin URL typically found before “.admin.mailchimp.com”

From there, you will need to add your Audience ID back in Mesa under the App Configuration step for Mailchimp.

In this example, the token, found by clicking the {+} icon, which is being used is Form Email. This will connect the email address captured from the Mesa Form to your Mailchimp Audience list. 

The rest of the information in the Data Mapping step will be unique based on the information that you are collecting from the Form. 

You can utilize Mesa’s Tokens by clicking the {+} icon to find the right Token value for the customer’s email address. This lets you connect the form data to send into Klaviyo. 

In this example, the values we’ve added are Form Name, Form Email, and Form Phone

Once complete, scroll back up to the top of the page and click the Enable button in the top right-hand corner. 

Example 3 – Omnisend

Once you select Omnisend in the Search all apps field, you’ll first need to assign Contact Create as the action.

Next, you’ll need to add your Omnisend Credentials. Once you are logged in to your Omnisend account, you’ll want to select Account > Store Settings > Integrations & API > API Keys from the drop-down menu > +Create API Key. For more information about creating your API key, you can read this Omnisend document

Then, you will want to copy and paste the API Key into your Mesa workflow. Click Add Credential and you are all set! 

The rest of the information in the Omnisend App Configuration step will be unique based on the information that you are collecting from the Form

You can assign an Email Address, Email Status, SMS Phone Number, and more based on how your Form has been tailored. Simply click on the Insert Tokens icon {+} to assign the appropriate value.

Once complete, scroll back up to the top of the page and click the Enable button in the top right-hand corner. 

Workflow Wrap Up

Now you’re ready to create a sign-up form on any email marketing platform using Forms by Mesa, with some commonly used examples to try out. Every step in the workflow is 100% customizable. Change an event, add a step before/after or adjust the default settings. With Mesa, anything is possible!

Contact our team of automation experts if you need help getting started; tailor any template to meet your business needs.

Here are other popular workflow templates from our free library:

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