Guides

How to Invite LER Web Services to Your Mailchimp

Use this guide when you need LER Web Services to connect Mailchimp to your Shopify or WordPress website and want the cleanest access handoff.

If you want LER Web Services to help connect Mailchimp to your website, the first step is to invite us to your Mailchimp account at info@lerws.com. In Mailchimp, only the Owner or an Admin can send user invites, and integrations typically need Manager access or higher. For most clients, Admin is the simplest choice.

BEFORE YOU START
  • Make sure you can log in to the correct Mailchimp account.
  • Confirm you are the account Owner or an Admin, since those roles can send user invites.
  • Have the invite email ready: info@lerws.com.
1

Log in to Mailchimp

Open Mailchimp and sign in to the account you want connected.

2

Open the Users page

Click your profile icon, then go to Account & billing. After that, click Settings and then Users.

3

Click Invite A User

On the Users page, click Invite A User to open the invite form.

4

Enter our email address

In the email field, type info@lerws.com.

5

Choose the access level

Select Admin. That is the easiest option for setup help. If you have a Premium Mailchimp plan and want to give slightly less access, Manager can also work for integrations, but Admin is the practical choice on most accounts.

6

Send the invite

Click Send Invite. Mailchimp will send the invitation to LER Web Services so we can accept it from there.

7

You're done

That completes the Mailchimp side. If needed later, you can return to the Users area to adjust access or remove access.

Mailchimp invite access is only the first key. The website itself is usually the second key, so we may also need Shopify or WordPress access to finish the connection.
WHAT HAPPENS NEXT
  • Mailchimp access lets us accept the invite and prepare the connection on the account side.
  • Your website or store access is often still required to install the app, plugin, block, or connection method.
  • The exact next step depends on whether your site is Shopify, WordPress.com, WordPress.org, or WooCommerce.
8

If your website is Shopify

After the Mailchimp invite is accepted, open the Mailchimp for Shopify app page, click Get started, log in to your Shopify store, click Install, click Install app, log in to Mailchimp, and click Allow to connect everything.

9

If your website is WordPress

WordPress connections depend on the type of site you have. The most common paths are outlined below.

WordPress.com sites can use the Mailchimp block inside the WordPress editor. After the site is connected, the block can be added to a page or post.

Self-hosted WordPress.org sites can use a Mailchimp plugin, an embedded form, or a popup form. One simple route is a Mailchimp subscribe plugin that connects to your account, lets you choose the audience, and then places the signup form on the site.

If your WordPress site runs WooCommerce, install Mailchimp for WooCommerce, activate it, click Connect Account, log in to Mailchimp, and click Allow.

A more secure option may be available through Mailchimp agency access. If LER Web Services sends you an agency request, you can approve that instead of adding us as a regular user.

Mailchimp access is ready

Once the invite is sent, the Mailchimp side is open. From there, the remaining setup depends on the website platform and whatever website access is needed to complete the connection safely.

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