You can add participants automatically to your ConvertKit subscribers or update their fields using the native ConvertKit integration. You can either set it up for your organization (all projects that don't have individual integration settings) or on a project level.

To activate it, connect the organization or the project to your ConvertKit account. Make sure to have that mentioned in your opt-in text in order to be fully GDPR compliant. 

To connect, create a new sequence first or use an existing sequence and find the sequence ID in the URL when the sequence is open:

Paste the Sequence ID (only the number) in the field and find the API key here.

Make sure you have a dedicated opt-in checkbox in your project and it is set to "Sends data to: ConvertKit" (or all integrations). 

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

Default fields that are already predefined by ConvertKit:

  • name & email (from the Contact Info element)

Default custom fields that need to be created:

  • Fields from the Contact Info element: title, gender, company (for organization name), jobtitle, address, zip for zip code, city, state, country, phone, mobile (for mobile phone), fax, website

  • birthdate from the Contact Info element: Full birthday with year

  • correct: Correctly answered questions

  • score: Quiz score of values

  • outcome_points: Total points for the determining outcome

  • calculator: Result from the calculator element

  • for more than one calculator: add the calculator ID as a property (eg. ca_xxxxxx)

  • outcome: Which outcome the participant got for multiple outcome projects (only if the project has outcomes)

  • facebook, twitter, instagram, linkedin from the Contact Info element

  • embed_url for the website where the project was embedded 

  • remote_id if the submission has the parameter 

  • project_name to save the project name

Data from question elements must be set up through "custom field mapping".
You can use automations on the ConvertKit end to update tags, segments, lists etc. accordingly.

Duplicated projects: Be aware that if you have configured a ConvertKit integration on the project level and you duplicate the project, your integration settings will duplicate as well.

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

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 ConvertKit icon, along with the other integrations configured, should be displayed with a status: "Successful".

If the ConvertKit 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.

Triggering the ConvertKit integration manually. In case the Integration is configured but the Opt-in checkbox was not checked or not configured, or if the submission was only partial, you can still trigger that integration from each individual submission from the Analytics, responses menu.

Note: To trigger the integration on a partial submission, the submission must have been revealed and an email form must have been filled in by the participant.

When clicked, you will be presented with the option to trigger the Integration for all submissions for which the integration was not executed.

If you have any questions, please contact support.

Did this answer your question?