You can add participants automatically as your Keap contacts and populate the contact custom fields using the native Keap integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
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 Keap's card.
If you're not currently logged into your Keap account, you'll be prompted to do so. Once you're logged in, you will be asked to allow access for involve.me to connect to Keap.
After granting access, you'll be able to see the name and email address of the Keap account that you're using.
Data mapping for the Keap integration
The integration will send email and default personal data fields automatically.
For your list to accept more data, please add "Custom fields for Contacts" on Keap accordingly beforehand.
In the following sections you'll learn how different data fields are mapped to Keap. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.
Default fields that are already predefined by Keap:
Full birthday with year
Default custom fields that need to be created beforehand:
You need to create the fields in Keap exactly as shown below in the column "Keap Fields".
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
Text or Website
Text or Website
*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".
involve.me submissions can not only create custom fields but also assign tags in Keap 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:
Answers from questions
When an opt-in checkbox was ticked
Tags will allow you to trigger different actions in your Keap 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
Make sure you choose the right field names & types for your integration.
When the same email is sent again it will update the existing contact with the new data.
If you have configured a Keap integration on a project and you duplicate said project, your integration settings will duplicate as well.
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, to 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 support.