You can add participants automatically as Drip contacts and populate the contact custom fields using the native Drip integration.
A paid plan is required in order to use Drip. If you want to test the integration 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 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.
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 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
If you want to receive data for the below fields, then you'll need to create them in Drip exactly as shown 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 |
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".
Tags
involve.me submissions can not only create custom fields but also assign tags in Drip 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 Drip 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
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, 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.