The Configure page, also known as "Project Settings", is where you can set your project details, change your project's unique URL, set a project end date and more.
You can access the Configure page in two ways:
If you're in the Editor, just simply click the "Configure" tab on the top navbar.
If you're in the dashboard, just open your project's dropdown menu and select the "Configure" option.
You can set up your project settings before publishing, which is recommended, and also change these settings as needed, even after the project has been published.
Lets you change your project's name.
Allows you to change your project's URL.
The language for non-editable project content such as:
Data collection form labels (first & last name, email, etc.)
Project is unavailable screen
Project has ended screen
Payment or file upload successfully / unsuccessful
involve.me accounts on any of our paid plans have an unlimited data retention period.
All submission and contact data you have collected with your projects are stored indefinitely, until you choose to manually delete them.
If you're on a paid plan, you'll have the following options to choose from:
Max. allowed by plan (Unlimited)
These options allow you to choose if you should keep the submission data indefinitely, or if it should be completely deleted every couple of days/months.
If you're on the Free Plan however, you'll have a data retention limit of 30 days by default (Max. allowed by plan (30 days)). The only way to change this, is to upgrade your plan.
By default a "made with involve.me" watermark line is added to every project. If you upgrade to the Professional plan or higher you can disable the watermark. This option affects all existing and future projects in your organization.
With a paid subscription, beginning with Starter, you can choose to receive email notifications on a specific email address (up to 5 email addresses) for each new completed submission / successful payment on a certain project. This email also contains the responses and lead data of every new entry.
involve.me can send automated emails to contacts upon completing a submission.
You can define a specific date and time where your project will automatically end.
Specify a cap for submissions, at which point the project will automatically end.
Once your project has ended, you can redirect users to a new project or a website of your choice.
With this feature you can ensure that you will only get 1 submission per user. You can also choose the duration of this effect (how long it will be until a user can participate in your project again). Professional plan or higher is required.
Set up a password for your projects to restrict participant access.
Professional plan or higher is required.
Personal submission data
By default, involve.me saves participants' personal data together with their responses. Here you have the option to change that and save a user’s personal data separate from their individual responses. Your report will show personal data without linking it to specific responses.
Attention: by choosing this option you will not be able to match individual answers to personal data of a specific user.
Block EU users
If you operate outside of the European Union and don't want to deal with the hassle of setting up all the GDPR compliance measures, we've got you covered. When publishing a project, you have the option to block users coming from within the EU (available with Professional plan or higher).
involve.me includes GeoLite data created by MaxMind, available from http://www.maxmind.com.
Using this option you can prevent participants from submitting more than one entry for your project using the same email address. Starter plan or higher is required.
Enabling this option stops participants from inputting disposable email addresses in your forms. Professional plan or higher is required.
With this option, participants will not be able to input their personal email address (Gmail, Yahoo, Hotmail, etc). Professional plan or higher is required.
Social Media Sharing (Optional)
Fill out the information you want to be shown when your project is being shared on social media sites like Facebook. Make sure your image is above 1200x630 pixels in size. Be aware that when users share from inside an embed on your website, the sharing title, description and image from the website is used instead.
Tracking & Scripts (Optional)
You can add a Google Analytics tracking ID for your project. Optionally you can choose to anonymize IP addresses which are sent to Google.
Below you can set a Facebook Pixel ID that allows you to track Facebook campaigns and that automatically send a "Lead" conversion event once a participant reaches the last page (only available for paid plans).
Google Tag Manager can also be added to your project if you're on the Professional plan or higher.
You will also find two settings, that allow you to automatically send custom events based on interactions and discourage search engines from indexing your project at the bottom. These are usually enabled by default, but you can disable them if needed.
Video Tutorial - Publishing a Project in involve.me