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How to Connect Interact to Dotdigital

Connect Interact to Dotdigital to send quiz leads, segment contacts, and sync quiz data.

Written by Damaris Pacheco
Updated today

This guide walks you through connecting Interact with Dotdigital so quiz leads are automatically added as new contacts in your Dotdigital account.

You’ll be able to:

  • Send quiz leads to Dotdigital in real time

  • Choose which Dotdigital address book new leads should be added to

  • Map quiz results and answers to Dotdigital contact data fields

  • Send Dotdigital campaigns based on quiz results and answers


Before you start

Make sure you have the following:

  • An active Interact account

  • An active Dotdigital account

  • Permission to authorize OAuth app connections in Dotdigital

  • At least one created quiz in Interact

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


Step 1. Find your Dotdigital API key

Interact connects to Dotdigital using OAuth (you log in and authorize access), so you do not need an API key to connect Interact.

However, some teams refer to Dotdigital API access as an “API key.” In Dotdigital, API access is typically handled using an API user (username + password), not a single key. Use the steps below only if you need API credentials for internal review, documentation, or troubleshooting outside of the Interact OAuth connection.

⚠️ Treat API user credentials as sensitive. Anyone with these credentials can access your account through the API.

  1. Log in to your Dotdigital account.

  2. Open the User menu (bottom-left).

  3. Go to Settings > Access > API users.

  4. To create a new API user, click NEW USER.

  5. Confirm the API user details:

    • The username (email address) is generated automatically.

    • Set and confirm the password for the API user.

    • Set Status to Enabled.

  6. Click SAVE.

⚠️ If you already have an API user listed, you can use that API user’s username and password (or reset the password if you don’t have it saved).


Step 2. Connect Dotdigital integration

  1. Log in to Interact.

  2. From your dashboard, go to Quizzes.

  3. Click Edit to open quiz builder.

  4. Go to Lead Generation > Integrations.

  5. Find Dotdigital and click Connect.

  6. In the Dotdigital login window, log in with your Dotdigital credentials.

  7. Follow the prompts to authorize Interact to access your Dotdigital account.

You’ll see a confirmation once the connection is successful.


Step 3. Map quiz results to Dotdigital

When someone completes your quiz, Interact can take different actions in Dotdigital based on the quiz result they receive.

  1. In the integration setup flow, go to the Results step.

  2. You’ll see each quiz result listed separately.

For each quiz result, you can choose what happens in Dotdigital by adding actions.

Available actions for Dotdigital include:

  • Add to Address Book

  • Update Contact Data Field

  • Send Campaign

❗ Important: Each quiz result must have Add to Address Book set. If you don’t add the lead to an address book for a result, your other actions for that result may not work as expected.

Add contacts to a Dotdigital address book

When someone completes your quiz, Interact can add them to a Dotdigital address book.

  1. Click Add actions.

  2. Find Add to Address Book.

  3. Select the Dotdigital address book from the dropdown you want quiz leads added to.

💡 Tip: Many customers create one Constant Contact list per quiz to keep segmentation clean.

Update a Contact Data Field

You can store the quiz result directly on the Dotdigital contact record.

  1. Click Add actions.

  2. Find Update Contact Data Field.

  3. Select a Dotdigital contact data field from the dropdown.

  4. The value defaults to the quiz result title, but can be customized if necessary.

This updates the Dotdigital contact data field you select to the value you define, which allows you to:

  • Segment contacts by quiz result

  • Trigger Dotdigital automations

  • Personalize email content dynamically

Send to Campaign

You can send a Dotdigital campaign based on which result someone receives.

  1. Click Add actions.

  2. Find Send Campaign.

  3. Select the Dotdigital campaign you want to send from the dropdown.

⚠️ Make sure the campaign you select is set up and ready to send in Dotdigital.


Step 4. Map quiz answers to Dotdigital (optional)

In addition to quiz results, you can also send individual quiz answers to Dotdigital and use them for segmentation and automation.

This works the same way as mapping quiz results, but instead of triggering actions based on the final result, actions are triggered based on how someone answers a specific question.

💡 Tip: Quiz answers are great for capturing preferences, intent, or qualifiers (for example: budget, experience level, or goals).


Step 5. Dotdigital settings: Double opt‑in

After the Answers step, you’ll see a Settings step for Dotdigital.

  1. Go to the Settings step in the setup flow.

  2. Toggle Double opt‑in on or off.

⚠️ If double opt‑in is enabled, the contact may not appear as fully subscribed in Dotdigital until they confirm via the opt‑in email.


Step 6. Map opt‑in form fields to Dotdigital

Next, connect your Interact opt‑in form fields to Dotdigital contact fields.

  1. Go to the Fields step in the setup flow.

  2. You’ll see Interact fields on the left and Dotdigital field mappings on the right.

  3. Click the dropdown on the right of the form field you want to map (None Selected means it is not mapped).

  4. Select the Dotdigital field you want to map to.

❗ Important: If your Dotdigital account has required fields, you must map them here or your leads may fail to submit.


Step 7. Send a test lead

Before your integration is fully active, you’ll need to send a test lead.

This step verifies the connection between Interact and Dotdigital and activates the integration.

  1. Click Send test lead.

  2. Fill out all Opt-In Form fields to send as test lead information.

  3. (Optional) Navigate to Quiz Data tab to customize test quiz data.

  4. Click Send test lead to submit.

  5. Log in to Dotdigital and verify the contact was created/updated successfully and added to the correct address book.


Step 8. Publish your quiz

Any changes you make to your integration won’t be live until your quiz is published.

Before sharing your quiz:

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

  2. Confirm your changes by clicking Publish changes.

Once published, your Dotdigital integration will be active on the live version of your quiz.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.


FAQs

How does Interact handle existing contacts in Dotdigital?

  • If a quiz lead is sent to Dotdigital and a contact with the same email address already exists, Dotdigital will update the existing contact with the latest quiz data based on the actions you configured (address book, contact data fields, campaign send).

Why did my test lead fail?

  • Common reasons a test lead fails include:

    • Contact unsubscribed or was previously deleted: Try sending a test using an email address with a “+” variation (for example, you+test1@yourdomain.com).

    • Missing required fields: Make sure you mapped all required Dotdigital fields in the Fields step.

    • Double opt‑in enabled: Check for (and complete) the confirmation email before expecting the contact to appear as fully opted-in.


Disable Dotdigital integration for your quiz

If you want to stop sending leads from a specific quiz to Dotdigital, you can disable the integration without disconnecting your Dotdigital account.

  1. Edit the quiz in Interact.

  2. Go to Lead Generation > Integrations.

  3. Navigate to Connect step.

  4. Click Disable.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.

Once disabled, new quiz submissions from this quiz will no longer be sent to Dotdigital. Your Dotdigital account remains connected and other quizzes are unaffected.

❗ 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.


Disconnect your Dotdigital account

Disconnecting your Dotdigital account removes the authentication between Interact and Dotdigital entirely. This is similar to uninstalling the integration.

  1. Log in to your Interact dashboard.

  2. Go to Integrations.

  3. Find Dotdigital.

  4. Click Disconnect.

❗ Important: After disconnecting your Dotdigital integration, the following effects occur:

  • All Dotdigital integrations across all quizzes will stop working.

  • No new quiz leads will be sent to Dotdigital.

  • Existing contacts in Dotdigital are not removed.

If you reconnect Dotdigital later, you’ll need to reconfigure the integration for each quiz.


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