Skip to main content
Project Settings

Set up the Name, URL, End Date, Social Sharing, Tracking and Integrations

Adrian avatar
Written by Adrian
Updated over a month ago

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.

General Settings

Project Name

Lets you change your project's name.

Project Domain

You can use either generic domains or your own domain using custom domains (Basic plan or above).

Project URL

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.)

  • Error messages

  • Project is unavailable screen

  • Project has ended screen

  • Payment or file upload successfully / unsuccessful

involve.me accounts on the Basic plan or higher 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 the Business plan or above, you'll have the following additional options to choose from:

  • Max. allowed by plan (Unlimited)

  • Unlimited

  • 365 days

  • 120 days

  • 90 days

  • 45 days

  • 30 days

  • 14 days

  • 7 days

  • 24 hours

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 or Personal plan however, you'll have a fixed data retention limit of 30 and 180 days, respectively (Max. allowed by plan). 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 Pro plan or higher you can disable the watermark. This option affects all existing and future projects in your organization.

Email Notifications

With a paid subscription, beginning with Basic, 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. This is available for users on the Basic plan or higher.

Access

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). Pro plan or higher is required.

Set up a password for your projects to restrict participant access.

Pro plan or higher is required.

Personal Data

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 the Pro 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. Basic plan or higher is required.

Enabling this option stops participants from inputting disposable email addresses in your forms. Pro plan or higher is required.

With this option, participants will not be able to input their personal email address (Gmail, Yahoo, Hotmail, etc). Pro plan or higher is required.

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.

  • Sharing Title

  • Sharing Description

  • Sharing Image 

Tracking & Scripts (Optional)

You can add a Google Analytics tracking ID for your project and optionally 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 Pro plan or higher.

You will also find four additional settings:

View and change global and project specific integrations settings or add a Gist and Intercom chat widget to your projects.

Did this answer your question?