Once you have installed MailChimp on your MoonClerk account, you will need to activate it for the payment form(s) you would like to use it with.

1) Click on the Forms button in your account's main navigation.

2) Option A.

Click on the payment form with which you would like to use the integration.

Click the Integrate button.

2) Option B.

Click on the vertical ellipsis.

Choose Integrate from the drop down.

3) If you have already installed MailChimp on your MoonClerk account, you should see it under the list of "Available Integrations." Click the Add button.

4) Choose which list you would like payers to be added to when they successfully check out.

5) Choose whether you would like to add opt-in text to your checkout form (recommended for MailChimp).

6) If you choose Yes, enter the opt-in text.

7) Click Save.
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8) If you would like to add payers from this same payment form to another audience list, repeat these steps.