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Flodesk Integration

Send Submission Data to Flodesk and Automatically Add Subscribers to your Segments

Florian avatar
Written by Florian
Updated over 2 weeks ago

Available on

❌ Free

✅ Starter

✅ Pro

✅ Business

By using involve.me's native integration with Flodesk you can - for every submission that is completed - automatically create subscribers, receive submission data and add them to your segments.

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.

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 Flodesk's card.

If you're not currently logged into your Flodesk account, you'll be prompted to do so.

Once you have logged in, you'll need to authorize involve.me to connect to your Flodesk account. Just click "Allow" and you'll be all set.

Once you have connected Flodesk to involve.me, you'll be able to see the name and creation date of this connection.

Data Mapping for the Flodesk Integration

The integration will always send the email property automatically, however you can add more fields to be sent. In order for your subscriber/audience to accept more data, please create "Custom fields" on Flodesk accordingly beforehand.

If you don't want/are not using forms in Flodesk, then you can easily go to "Audience" (in Flodesk), pick any subscriber/customer, select the "Segments & data" option, and scroll all the way down where you'll find a button that says "+ Add custom field" - click it and create your custom field.

Doing this this will allow you to create custom fields, and they will be available across all of your subscribers and contacts, not just the one you picked.

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 Flodesk fields, you just need to pick your involve.me field first, and then pick the Flodesk field that should get that data, and so on.

For more information on mapping please see this article here.

Good to Know

  • If you have configured a Flodesk integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well.

  • When Audiences receive the same subscriber email from different submissions, a new subscriber is not created. The existing subscriber with the same email will be updated.

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 funnel.

Here's a step-by-step guide on how to set it up.

When editing the integration's settings, you can also optionally choose to activate Double Opt-In which sends out a confirmation email that needs to be clicked before your participant is added to the audience (you can change the content of this email in Flodesk).

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.

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