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Security & Compliance at involve.me

Everything You Need to Know on SOC 2, GDPR and PCI

Written by Megan

Security and compliance are fundamental to keeping our users data safe, and as such this is a top priority here at involve.me.

SOC 2

SOC 2 is a security audit that evaluates how well a company’s systems are set up at a specific point in time to protect customer data. It’s like a snapshot of the company’s controls and processes on a particular day.

involve.me is SOC2 Type 1 audited and we are currently in our Type 2 audit phase (find the letter of intent in our trust center).

You can see more details about security at involve.me and download the reports and further security related documents in our trust center.

To get access to all compliance documents, an Enterprise plan or signed Enterprise letter of engagement is required.

If you're not yet on an Enterprise plan but you're interested, then make sure to fill out our Enterprise form by clicking here.

GDPR

The GDPR, or General Data Protection Regulation, is a European Union law focused on protecting the personal data of individuals within the EU and the EEA (European Economic Area).

involve.me is fully GDPR compliant. Please read our updated terms and conditions, privacy policy and data processing agreement for more details.

Additionally involve.me offers you the tools to easily create GDPR compliant content, such as customizable checkboxes and legal text suggestions for the services you use.

PCI DSS

The Payment Card Industry Data Security Standard (PCI DSS) is a global information security standard developed to protect credit card transactions and cardholder data from fraud and breaches. It applies to all organizations that store, process, or transmit payment card information, ensuring critical security best practices are implemented throughout the payment system.

For our assessment of involve.me, we completed the PCI DSS SAQ A, which is intended for merchants who accept only card-not-present payments and fully outsource cardholder data management to PCI DSS-compliant providers.

As involve.me uses Stripe as its payment gateway, cardholder data is securely processed without being stored, transmitted, or handled by our own systems.


If you have any questions that were not addressed in this article then please contact our support team.


About involve.me

involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.

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