Involve.me is a third-party app that provides tools to create personalized interactions at every step of the customer journey. Integrate involve.me with Omnisend and pass all contact data collected with your involve.me Projects.
Benefits
Pass all the contact information collected by your Involve.me Signup forms to Omnisend.
Send Welcome emails to all customers collected by Involve.me Signup forms through Omnisend.
Use collected data to segment your customers and personalize your emails.
Setup Process
Step 1. In Omnisend, go to Apps → Search for involve.me → Click Connect Now → Copy API Key.
Step 2. Open your Involve account and proceed to the Integrations tab. You can either select:
Organization level option if you want all your Projects to pass data to Omnisend.
Project level option if you want to integrate selected projects with Omnisend.
Step 3. On the next step, find Omnisend and insert the API key that you've generated in Omnisend.
Keep in mind that you should have an opt-in box added to your Project. Otherwise, data won't be sent to Omnisend.
Step 4. Select your funnel → Connect → select Omnisend.
Step 5. In Omnisend, check the box that all the steps are done and click Confirm.
That's it! Once you publish the project, all contacts who complete it will be added to your Omnisend store.
What Data Is Passed
The integration will send an email and default properties automatically, including:
Form fields element mapped to corresponding properties in Omnisend
Involve | Omnisend |
Last name | Last name |
First name | First name |
Gender | Gender |
Birthday | Birthday |
Street address | Address |
Zip code | Postal/Zip code |
City | City |
State | State |
Mobile | Phone |
Form fields mapped to custom properties in Omnisend
Involve | Omnisend |
Organization name | company |
Job title | job |
Country | country_code |
Phone | home_phone |
Fax | fax |
Website | url |
correct: Number of correctly answered questions
score: Sum of all the points in the quiz
outcome_points: Total points for the determining outcome
calculator: Result from the calculator element
ca_xxxxxx: If you have more than one calculator element, the calculator ID is passed as a custom property name, so you'll be able to differentiate one calculator from another
outcome: Which outcome did the participant get for multiple outcome projects (only if the project has outcomes)
embed_url: For the website where the project was embedded
remote_id: Synced if the submission has this parameter
involveme_project to save the involve.me project name
Map Custom Properties
If you're collecting custom properties in your involve.me projects (e.g., answers to questions) and want to pass them to Omnisend, you'll need to map them manually. To do this, go to the Projects tab → select the needed project → click on Integrations.
Find Omnisend integration → Configure → Map Custom Fields.
Select the property names for the fields that you want to pass to Omnisend and Save mapping.
Tag Contacts Passed from involve.me
Make sure to enable this box to pass your Project Name as a tag to Omnisend to be able to segment by this tag later.
Testing the Integration: Once a user completes the survey, check the Analytics of the project → Select the Responses [ ] menu → Select a submission. On the right pane, scroll down the page until the "INTEGRATIONS" section.
The Omnisend icon should be displayed with a status: "Successful".
If the Omnisend icon is not present, it is not integrated with the project. If it is greyed out, the Integration is present but has not been triggered. Other statuses include Pending or an Error description that can be used to further troubleshoot the issue if necessary.
💡 If you have any trouble setting up this integration, contact involve.me support.
Send Automated Emails to involve.me Contacts
To send automated emails to involve.me contacts, create a segment based on your involve.me Project Name tag.
Once the segment is created, create an automation workflow based on the Entered segment trigger and select your segment as the trigger filter. Learn how to trigger automation based on segment entry/exit.
Need further guidance? Our Support Team is just a click away in the app, or you can email [email protected].