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How to add and customize the opt‑in form on your quiz

Add an opt‑in form to your quiz to collect leads before the quiz taker views their results. This guide walks you through setting up the opt‑in form and writing opt‑in copy that makes it clear what people are opting into.

Written by Mia Fitzpatrick
Updated today

Quizzes have an overall average conversion rate of 40.8% meaning that 4 of 10 people who start quizzes opt in. That’s astronomically high, and this guide is meant to give you the recommendations you’ll need to write the opt-in form on your quiz so you can achieve a high conversion rate on your quiz.

⚠️Disclaimer: This post is not legal advice. Contact your legal counsel before publishing your quiz opt-in form for privacy and data compliance


You’ll be able to:

  • Enable the opt‑in form on a quiz

  • Choose which fields to collect (default + custom fields)

  • Configure skip, privacy policy, and consent settings

  • Customize your opt‑in headline, supporting text, and buttons

  • Publish changes so they appear on your live quiz


Before you start

Make sure you have the following:

  • An active Interact account

  • At least one created quiz in Interact

  • Access to edit the quiz in the quiz builder

Note: This feature is only available in the latest Interact user dashboard at app.tryinteract.com. Log in there to access it.


Step 1. Enable the opt‑in form in the quiz builder

  1. Log in to the Interact dashboard and click Edit to open the quiz

  2. In the left sidebar, click Lead Generation and then hit Enable opt‑in form.


Step 2. Choose your opt‑in form fields

  1. In the opt‑in form editor, click Form Fields.

  2. Select the fields you want to collect.

Important: The Email field is required and can’t be removed.

Add a custom field (optional)

  1. In Form Fields, click the Custom Fields tab.

  2. Click + Add Custom Field.

  3. Create your field, then click Save.

Important: If you’re connecting your quiz to Zapier, only the default fields are supported.


Step 3. Configure opt‑in form settings (skip, privacy policy, consent)

  1. In the opt‑in form editor, click Settings (gear icon).

  2. Configure your settings:

  • Allow users to skip the opt‑in form

    • Turn this off if you want the opt‑in form to be required before results show.

⚠️ For GDPR compliance, users should have the ability to skip the opt‑in form.

Display link to privacy policy

  1. Turn on Display link to privacy policy.

  2. Paste your privacy policy URL into the field provided.

  • Capture consent for marketing emails

    1. Turn on Capture consent for marketing emails.

    2. Click the consent label text on the form to edit it.

⚠️ This article is not legal advice. Contact your legal counsel before publishing your opt‑in form for privacy and data compliance.


Step 4. Edit the opt‑in form copy (what users see)

To edit the text on your opt‑in form, click inside a text box on the form and type your updated copy.

Use these principles to improve opt‑in clarity (and reduce “surprise subscriptions”):

  • Main text (headline): Tell people their results are on the next page, whether they opt in or not. This builds trust and sets expectations.

  • Sub‑text (supporting line): Explain what they’ll get if they opt in, and make it specific to the quiz (for example: result‑based tips or resources).

  • Button copy (opt in): Make it explicit that clicking subscribes them (for example: “Subscribe + See My Results”).

  • Skip button copy: Make it explicit they’ll still get results if they skip (for example: “Skip this step – show me my results”).

Tip: Keep your opt‑in form short. The more fields you add, the more friction you introduce.


Step 5. Customize the opt‑in button (text and style)

  1. Click the button on your opt‑in form.

  2. Type directly in the button text to update it.

  3. Use the button toolbar to adjust styling such as:

    • Button color

    • Text color

    • Shape

    • Width and size

  4. If needed, reset the button back to its original dimensions.


Step 6. Connect an integration so the opt‑in form can collect leads

If your opt‑in form shows as inactive, you need to complete integration setup for lead capture.

Important: If the opt‑in form is Inactive, it won’t collect leads until you complete an integration (or select .csv File Download).

  1. In the opt‑in form editor, click the Integrations option (or click the lightning bolt icon).

  2. Choose the integration you want to send leads to and complete the setup.

Important: After disconnecting an integration from your quiz, your opt‑in form will remain disabled until a new or existing integration is connected. Select .csv File Download to keep your opt‑in form enabled with no integration connected.


Step 7. Publish your quiz

Any changes you make to your opt‑in form won’t be live until your quiz is published.

  1. Click Publish in the top‑right corner of the quiz editor.

  2. Confirm your changes by clicking Publish changes.

Once published, your opt‑in form will appear after the last quiz question, before users see their results.


FAQs

Is the email field required?

Yes. Email is required on the opt‑in form and can’t be removed.

Can I require the opt‑in form (remove “Skip this step”)?

Yes, turn off Allow users to skip the opt‑in form in Settings.

Important: If you are subject to GDPR or similar consent laws, ensure that requiring opt‑in is legally permitted for your specific use case.

How do I stop collecting leads?

Turn off the opt‑in form (see the section below), then Publish to make the change live.


Disable the opt‑in form for your quiz

If you want your quiz to stop collecting leads entirely, you can turn off the opt‑in form.

  1. Open your quiz in the quiz builder.

  2. Go to Lead Generation > Opt‑In Form.

  3. Click the three dots menu.

  4. Select Turn Off Opt‑In Form.

⚠️ After turning off the opt‑in form, click Publish to update the live version of your quiz.

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