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You can add participants automatically to your CleverReach recipient lists or update their details using the native CleverReach integration.
If you want to test the integration before committing to a paid plan, 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 funnel's card and selecting "Connect" - then just click "Connect" on CleverReach's card.
You will then be asked to either login to your CleverReach account, or to create account if you don't have one, in order to connect to involve.me as shown on the below example:
Once you have connected your CleverReach account to involve.me you'll be able to see your surname and the email address of the CleverReach account you're using.
Data Mapping for the CleverReach Integration
The integration will always send the email property automatically.
In order for your list to accept more data, you'll need to create custom fields in CleverReach.
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.
In order to map involve.me fields to CleverReach fields, you just need to pick your involve.me field first, and then pick the CleverReach field that should get that data, and so on.
For more information on mapping please see this article here.
Good to Know
Make sure you choose the right field names & types or your integration may not work.
Custom properties on existing contacts will be updated when the same email is sent again.
If you have configured a CleverReach integration on a funnel and you duplicate said funnel, 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 funnel.
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 funnel, 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.