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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.
Using Double Opt-In with CleverReach
The CleverReach integration supports Double Opt-In.
When Double opt-in is enabled, participants who submit your involve.me funnel are sent to CleverReach through a selected CleverReach Flow. CleverReach then sends the confirmation email. The contact only becomes an active subscriber after confirming their subscription.
Preparing the Double Opt-In Flow in CleverReach
Before enabling Double Opt-In in involve.me, make sure you have a suitable Flow set up in CleverReach.
In CleverReach, the Flow should:
Be connected to the recipient list you want to use.
Include the Double Opt-In confirmation email.
Include a confirmation link in the email.
Be active and ready to receive new contacts.
The recipient list used in your CleverReach Flow should match the recipient list selected in your involve.me CleverReach integration.
How to Enable Double Opt-In
Open your funnel in the involve.me editor.
Go to Integrations and open your CleverReach integration settings.
Select the CleverReach recipient list where new contacts should be added.
Enable the Double opt-in option.
Select the CleverReach Flow that should trigger the confirmation email.
Check your field mapping. The email field is required and should be mapped to the CleverReach email field.
Click Save.
Publish your funnel and submit a test entry.
Once this is enabled, new contacts will be sent to CleverReach using the selected Flow. They should receive the CleverReach confirmation email and only become active subscribers after clicking the confirmation link.
Testing Double Opt-In
After enabling Double Opt-In, submit your funnel with a test email address that does not already exist in your CleverReach list.
Then check the following:
The submission appears in involve.me.
The CleverReach integration status is successful.
The contact appears in CleverReach as pending or inactive before confirmation.
The Double Opt-In confirmation email is received.
After clicking the confirmation link, the contact becomes active in CleverReach.
If the contact is created as active immediately, check that Double opt-in is enabled and that the correct CleverReach Flow is selected.
Opt-in Checkbox and GDPR
For a GDPR friendly setup, you can enable Only trigger integration when opt-in checkbox element was selected in the CleverReach integration settings and add a dedicated opt-in checkbox to your involve.me funnel.
This setting controls whether data is sent to CleverReach. It does not trigger CleverReach Double Opt-In by itself.
To send a confirmation email before activating subscribers, enable Double opt-in and select the CleverReach Flow that should handle the confirmation email.
Here's a step-by-step guide on how to set up an opt-in checkbox.
If GDPR is of no concern to you, then you can skip this step.
Good to Know
Make sure you choose the correct field names and field types when mapping data to CleverReach or your integration may not work.
Custom properties on existing contacts will be updated when the same email is sent again.
If you duplicate a funnel that already has a CleverReach integration configured, the integration settings will be duplicated as well.
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.
About involve.me
involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.