The Funnel Setting page, is where you can set your funnel details, change your funnel's unique URL, set a funnel end date and more.
You can access the Funnel Settings page in two ways:
If you're in the Editor, just simply click the "Settings" tab on the top navbar.
If you're in the dashboard, just open your funnel's dropdown menu and select the "Setting" option.
You can set up your funnel settings before publishing, which is recommended, and also change these settings as needed, even after the funnel has been published.
General Settings
Funnel Name
Lets you change your funnel's name.
Funnel Domain
You can use either generic domains or your own domain using custom domains (Start plan or above).
Funnel URL
Allows you to change your funnel's URL.
Default Language
The language for non-editable funnel content such as:
Data collection form labels (first & last name, email, etc.)
Error messages
Funnel is unavailable screen
Funnel has ended screen
Payment or file upload successfully / unsuccessful
Response Data Retention Period
involve.me accounts on the Start plan or higher have an unlimited data retention period.
All submission and contact data you have collected with your funnels are stored indefinitely, until you choose to manually delete them.
If you're on the Scale plan or above, you'll have the following additional options to choose from:
Max. allowed by plan (Unlimited)
Unlimited
365 days
120 days
90 days
45 days
30 days
14 days
7 days
24 hours
These options allow you to choose if you should keep the submission data indefinitely, or if it should be completely deleted every couple of days/months.
If you're on the Free plan however, you'll have a fixed data retention limit of 30 (Max. allowed by plan) days. The only way to change this is to upgrade your plan.
Remove involve.me watermark
By default a "made with involve.me" watermark line is added to every funnel. If you upgrade to the Grow plan or higher you can disable the watermark. This option affects all existing and future funnels in your organization.
Email Notifications
Receive an email for every submission
With a paid subscription, beginning with Start, you can choose to receive email notifications on a specific email address (up to 5 email addresses) for each new completed submission / successful payment on a certain funnel. This email also contains the responses and lead data of every new entry.
Send custom emails to participants
involve.me can send automated emails to contacts upon completing a submission. This is available for users on the Start plan or higher.
Access
Funnel End Date (Region/Country)
You can define a specific date and time where your funnel will automatically end.
Deactivate funnel on custom submission limit
Specify a cap for submissions, at which point the funnel will automatically end.
Redirect once funnel has been closed
Once your funnel has ended, you can redirect users to a new funnel or a website of your choice.
Limit multiple submissions from the same user
With this feature you can ensure that you will only get 1 submission per user. You can also choose the duration of this effect (how long it will be until a user can participate in your funnel again). Grow plan or higher is required.
Password protection
Set up a password for your funnels to restrict participant access.
Grow plan or higher is required.
Personal Data
Personal submission data
By default, involve.me saves participants' personal data together with their responses. Here you have the option to change that and save a user's personal data separate from their individual responses. Your report will show personal data without linking it to specific responses.
Attention: By choosing this option you will not be able to match individual answers to personal data of a specific user.
Block EU users
If you operate outside of the European Union and don't want to deal with the hassle of setting up all the GDPR compliance measures, we've got you covered. When publishing a funnel, you have the option to block users coming from within the EU (available with the Grow plan or higher).
involve.me includes GeoLite data created by MaxMind, available from: http://www.maxmind.com
Prevent duplicate email entries
Using this option you can prevent participants from submitting more than one entry for your funnel using the same email address. Start plan or higher is required.
Don't accept disposable email addresses
Enabling this option stops participants from inputting disposable email addresses in your forms. Grow plan or higher is required.
Don't accept personal email addresses
With this option, participants will not be able to input their personal email address (Gmail, Yahoo, Hotmail, etc). Grow plan or higher is required.
Social Media Sharing (Optional)
Fill out the information you want to be shown when your funnel is being shared on social media sites like Facebook. Make sure your image is above 1200x630 pixels in size. Be aware that when users share from inside an embed on your website, the sharing title, description and image from the website is used instead.
Sharing Title
Sharing Description
Sharing Image
Tracking & Scripts (Optional)
Google Analytics, Google Tag Manager, LinkedIn Insight Tag, TikTok Pixel & Meta Pixel (Formely Facebook Pixel)
You can add a Google Analytics tracking ID for your funnel and optionally choose to anonymize IP addresses which are sent to Google.
Google Tag Manager, LinkedIn Insight tag and TikTok Pixel can be added to your funnel too if you're on the Grow plan or higher.
Below you can set a Meta Pixel ID that allows you to track Facebook and other Meta product campaigns.
Tracking integrations automatically send custom events event when participants interact with questions, contact forms or reach the final page (read more about that on the integration's help articles respectively).
You will also find four additional settings:
Enable Google consent mode (for when you use Google Analytics and Google Tag Manager).
Automatically send custom events based on interactions.
Discourage search engines from indexing your funnel (in order to enable this option you'll need the Grow plan or higher).
Integrate Chat Widget
View and change global and funnel specific integrations settings or add a Gist and Intercom chat widget to your funnels.
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.







