You can add contacts automatically to Ontraport or update their details using the native Ontraport 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 Ontraport's card.
In order to connect the integration, start by entering an Internal Connection Name, followed by your Ontraport API Key and App ID.
Once you have connected integration, you'll be able to see the name of your connection and its creation date.
Data mapping for the Ontraport integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to add custom fields in Ontraport accordingly.
In the following sections you'll learn how different data fields are mapped to Ontraport. 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 Ontraport:
Email
First name
Last name
Job title
Organization name
Street address
City
State
Postal code
Country
Fax
Mobile
Phone
Birthday
Website
Facebook
Twitter
Instagram
Linkedin
Default custom fields that need to be created beforehand:
You need to create the fields in Ontraport and they should look exactly as shown below in the column "Ontraport Fields".
involve.me Fields | Ontraport Fields | Type |
Outcome | outcome | Text |
Project | involveme_project | Text |
Remote ID | Remote Id | Text |
Title | Salutation | Text |
Gender | Gender | Text |
Country Code | Country Code | Text |
Correctly answered questions | Correct | Text/Numeric |
Outcome points | Outcome Points | Text |
Score | Project Score | Text |
Calculator result* | Calculator | Text |
Calculators by ID (eg. ca_xxxxxxx)** | ca_xxxxxxx | Text |
Embed URL | Embed Url | Text/URL |
*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.
Tags
involve.me submissions can not only create custom fields but also assign tags in Ontraport 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 Ontraport 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 Ontraport 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.