You can automatically add participants and receive submission data in a source of your choosing, with the native Flexmail integration.
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
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".
Full birthday with year
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
*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.
You can make use of the "Prevent duplicate email entries" feature to help mitigate this.
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.