You can add participants automatically to your Omnisend Audience or update their properties using the native Omnisend integration.
A paid plan is required in order to use Omnisend. 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 Omnisend's card.
In order to connect the integration, start by entering an Internal Connection Name, then enter your Public API Key.
Once you have connected integration, you'll be able to see the name of your connection and the Public API Key of the Omnisend account you're using.
Data Mapping for the Omnisend Integration
The integration will send email and default properties automatically.
For your list to accept more data, please add "Custom fields" in Omnisend 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 Custom Fields That Are Already Predefined by Omnisend
Email
First Name
Last Name
Mobile Phone
Address
Gender
City
State
Postal Code
Country
Country Code
Birthdate
Default Custom Fields That Need to Be Created Beforehand
involve.me Fields | Omnisend Fields |
Outcome | outcome |
Project | involveme_project |
Title | Salutation |
Organization name | company |
Job title | jobtitle |
Phone | home_phone |
Fax | fax |
Website | website |
Correctly answered questions | correct |
Score | score |
Outcome points | outcome_points |
Calculator result | calculator |
Calculators by ID (eg. ca_xxxxxxx) | ca_xxxxxxx |
Embed URL | 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" although the custom field destination is created automatically.
Tags
involve.me submissions can not only create custom fields but also assign tags in Omnisend 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 Omnisend 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 fields on existing subscribers will be updated when the same email is sent again.
If you have configured an Omnisend 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 our support team.