You can add participants automatically as Drip contacts and populate the contact custom fields using the native Drip 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 "Integrations" - then just click "Connect" on Drip's card.

If you're not currently logged into your Drip account, you'll be prompted to do so. Once you're logged in, you will be asked to grant access for involve.me to connect to your Drip account.

After granting permission, you'll be able to see the name and email address of the Microsoft Live account that you're using.

Data mapping for the Drip integration

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

In the following sections you'll learn how different data fields are mapped to Drip. 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 Drip:

  • Email

  • First name

  • Last name

  • Phone

  • Street

  • Zip

  • City

  • State

  • Country

Default custom fields that need to be created beforehand:

You need to create the fields in Drip exactly as shown below in the column "Drip Fields".

involve.me Fields

Drip Fields

Outcome

outcome

Project

involveme_project

Title

title

Gender

gender

Full birthday with year

anniversary

Job Title

job_title

Organization name

company_name

Mobile phone

mobile_phone

Country code

country_code

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

Facebook

facebook

Twitter

twitter

Instagram

instagram

Linkedin

linkedin

Url for the website where the project was embedded

embed_url

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".

Good to know

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

  • If you have configured a Drip 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.

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