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Kit Integration

Send Submission Data to Your Kit (Formerly ConvertKit) Contacts and Properties

Megan avatar
Written by Megan
Updated over 3 weeks ago

Available on

❌ Free

✅ Starter

✅ Pro

✅ Business

You can add participants automatically to your Kit subscribers or update their fields using the native Kit 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 funnel's card and selecting "Connect" - then just click "Connect" on Kit's card.

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

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

Data Mapping for the Kit Integration

The integration will always send the email property automatically.
For your list to accept more data, please add "Custom fields" on Kit accordingly beforehand.

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

In order to map involve.me fields to Kit fields, you just need to pick your involve.me field first, and then pick the Kit field that should get that data, and so on.

For more information on mapping please see this article here.

Sequences and Forms

You can choose between the Kit 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 Kit.

Tags

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

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

  • Outcomes

  • Funnel name

  • Answers from questions

  • When an opt-in checkbox was ticked

Tags will allow you to trigger different actions in your Kit 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 Kit integration on a funnel and you duplicate said funnel, 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 funnel.

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 funnel, 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.

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