You can add participants automatically to your Mailerlite contacts or update their details using the native Mailerlite 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 Mailerlite's card.
Next you will need to enter your Mailerlite API Key. Make sure that you have also created at least one group in Mailerlite that you can select, otherwise the connection might not work!
Once you have connected the integration, you'll be able to see the name of your connection and the beginning of the API Key of the Mailerlite account you're using.
Data mapping for the Mailerlite integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to create custom fields in Mailerlite accordingly.
In the following sections you'll learn how different data fields are mapped to Mailerlite. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.
Default custom fields that are already predefined by Mailerlite:
Email
First name
Last name
Organization name
Country
Phone
City
ZIP
State
Default custom fields that need to be created in beforehand:
You need to create the fields in Mailerlite exactly as shown below in the column "Mailerlite Fields".
involve.me fields | Mailerlite fields |
Outcome | outcome |
Project | project_name |
Title | title |
Gender | gender |
Job Title | job |
Street | address |
Country Code | country_code |
Mobile Phone | mobile_phone |
Fax | fax |
Full birthday with year | birthdate |
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".
Good to know
If you have configured a Mailerlite integration on a project and you duplicate said project, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated project and add a different one.
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, 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.