You can easily add participants automatically to your SALESmanago lists of contacts using the native SALESmanago 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 SALESmanago's card.
Where to find your connection details
In order to connect the integration, you'll need to enter an Internal Connection Name, followed by your Endpoint, SALESmanago account email, Client ID, API Key and SHA.
To find these details, open your SALESmanago menu and select "Integration Center" followed by "API". The details you need will be under "API v2".
As for your SALESmanago account email, this can be easily found in your account settings.
Once you have connected the integration, you'll be able to see the name of your connection and also information on when your SALESmanago connection was created.
Data mapping for the SALESmanago integration
The integration will send email and default properties automatically.
Fields that are automatically mapped with the system fields in SALESmanago:
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
Name (First and last name)
Full birthday with year
*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 SALESmanago 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 SALESmanago 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 a SALESmanago 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 support.