Flexmail Integration

Receive Submission Data and Leads in Flexmail

Adrian avatar
Written by Adrian
Updated over a week ago

Available on

❌ Free

✅ Basic

✅ Pro

✅ Business

✅ Agency

You can automatically add participants and receive submission data in a source of your choosing, with the native Flexmail 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 project's card and selecting "Connect" - then just click "Connect" on Flexmail's card.

In order to connect the integration, start by entering an Internal Connection Name, then enter your Flexmail User ID and Personal Access Token.

Once you have connected integration, you'll be able to see the name of your connection and the User ID of the Flexmail account that you used for the connection.

In order to use the connection you just created in one of your projects, you'll need to pick one of your sources in Flexmail. If by any chance you don't have a source yet, then click here to learn how to create one.

Data Mapping for the Flexmail Integration

The integration will send email and default properties automatically.

For your account to accept more data, please create "Custom fields" on Flexmail accordingly beforehand.

Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.

Default Custom Fields That Are Already Predefined by Flexmail

  • Email

  • First name

  • Last name

Default Custom Fields That Need to Be Created Beforehand

If you want to receive data for the below fields, then you'll need to create them in Flexmail exactly as shown in the column "Flexmail Fields".

involve.me Fields

Flexmail Fields

Type

Outcome

outcome

Free Text

Project

involveme_project

Free Text

Title

title

Free Text

Gender

gender

Free Text

Job Title

jobtitle

Free Text

Organization name

company

Free Text

Full birthday with year

birthdate

Free Text/Date

Street

address

Free Text

Zip

zip

Free Text

City

city

Free Text

State

state

Free Text

Country

country

Free Text

Country Code

country_code

Free Text

Phone

phone

Free Text

Mobile

mobile

Free Text

Fax

fax

Free Text

Website

website

Free Text

Correctly answered questions

correct

Free Text/Numeric

Score

score

Free Text/Numeric

Outcome points

outcome_points

Free Text/Numeric

Calculator result*

calculator

Free Text/Numeric

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Free Text/Numeric

Facebook

facebook

Free Text

Twitter

twitter

Free Text

Instagram

instagram

Free Text

Linkedin

linkedin

Free Text

Embed URL

embed_url

Free Text

Remote ID

remote_id

Free Text

*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

  • With Flexmail it is not possible to update existing contacts. This means that if you receive a new submission that has the same email address as one of your existing Flexmail contacts, the integration will fail to trigger.

  • If you have configured a Flexmail 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.

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