ConvertKit Integration

Send Submission Data to Your ConvertKit Contacts and Properties

Adrian avatar
Written by Adrian
Updated over a week ago

Available on

❌ Free

✅ Basic

✅ Pro

✅ Business

✅ Agency

You can add participants automatically to your ConvertKit subscribers or update their fields using the native ConvertKit integration.

If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

Connecting the Integration

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on ConvertKit's card.

In order to connect the integration, start by entering an Internal Connection Name, then your ConvertKit API Key.

Once you have connected integration, you'll be able to see the name of your connection and the API Key of the ConvertKit account you're using.

Data Mapping for the ConvertKit Integration

The integration will send email and default fields automatically.
For your list to accept more data, please add "Custom fields" on ConvertKit accordingly beforehand.

Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.

Default Custom Fields That Are Already Predefined by ConvertKit

  • Email

  • First Name

Default Custom Fields That Need to Be Created Beforehand

If you want to receive data for the below fields, then you'll need to create them in ConvertKit and they should look exactly as shown in the column "ConvertKit Fields".

involve.me Fields

ConvertKit Fields

Outcome

outcome

Project

project_name

Last name

last_name

Title

title

Gender

gender

Job title

job

Organization name

organization

Full birthday with year

birthday

Phone

phone

Street

address

Zip

postal_code

City

city

State

state

Country code

country_code

Country

country

Mobile phone

mobile

Fax

fax

Website

website

Correctly answered questions

correct

Quiz score of values

score

Total points for the determining outcome

outcome_points

Calculator Result*

calculator

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Url for the website where the project was embedded

embed_url

Facebook

facebook

Twitter

twitter

Instagram

instagram

Linkedin

linkedin

Remote id

remote_id

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

Data From Question Elements

Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".

Sequences and Forms

You can choose between the ConvertKit objects "Sequence" and "Form" when setting up your integration.

By default, forms have double opt-in enabled, so a subscriber will only appear after they have opened their confirmation email and confirmed their subscription. If you want your subscribers to be automatically confirmed on your form, then you can enable the option "Auto-confirm new subscribers" in ConvertKit.

Tags

involve.me submissions can not only create custom fields but also assign tags in ConvertKit automatically.

In your project’s integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:

  • Outcomes

  • Project name

  • Answers from questions

  • When an opt-in checkbox was ticked

Tags will allow you to trigger different actions in your ConvertKit account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.

Good to Know

  • If you have configured a ConvertKit integration on a project and you duplicate said project, your integration settings will duplicate as well.

  • Custom properties on existing contacts will be updated when the same email is sent again.

Opt-in Checkbox and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Testing Your Integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact our support team.

Did this answer your question?