To connect Interact to Kajabi, you will need to first connect your Interact quiz to Zapier. You will then connect both your Interact account and your Kajabi account through a Zap.
How to Create a Form in Kajabi:
Before you can begin, you'll need to set up a form in Kajabi to send your quiz leads to. This is how leads will be entered into Kajabi.
Step 1: In your Kajabi Dashboard, select Marketing and then select Forms.
Step 2: Select "+New Form", then name your form, and hit "Save"
Step 3: On your Kajabi Form, decide if you want a Single or Double Opt-In Form.
Step 4: Under Form Fields, select "+Add Form Field"
Step 5: Click "Create a New Field"
Step 6: Name the title "Result" and make the field type "Text"
Step 7: Under Automation, select "+ Add Automation"
Step 8: Set up your Automation in the following setup:
When this specific Form is submitted, then:
Select "Subscribe to an email sequence"
Then choose your Email Campaign
*On the Growth and Pro Kajabi Subscription Plans, you can access advanced Automation for segmenting quiz leads by their quiz result to receive their own Email Sequence.*
*On the Basic Kajabi Subscription Plan, we do not support sending different results to different Kajabi forms for segmentation. We recommend sending a general email to all the leads in the one Kajabi Form from your quiz.*
Step 9: Hit Save on your Kajabi form
Connecting your Quiz to Zapier:
Step 1: Turn on "Lead Generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Fields information you would like to collect from your quiz takers.
Under Form Settings, select additional settings for your Opt-in Form.
Step 2: Scroll down and customize your Opt-in Form. Then click "Save & Continue."
Step 3: Under Connect your email list, choose Zapier from the list of integrations.
Step 4: Here you will see your Interact API Key. Copy the API key, this is required for the next setup steps. You'll be pasting this API Key during your Zap setup.
Connecting your Zap to Kajabi
Step 1: Log in to your Zapier account and click " + Create" and then "Zaps."
Step 2: Choose Interact as the Trigger App.
Step 3: Select New Lead as the Interact Trigger.
Step 4: Under Account, select your Interact Account.
To connect your Interact Account to Zapier, select "+ Connect a new account"
Here you will Paste your Interact API Key and select "Yes, Continue to Interact"
Step 5: Then hit "Continue."
Step 6: Under Configure, select the quiz you would like to connect to and then hit Continue.
Step 7: Under Test, select "Test Trigger"
Step 8: Select Lead B and hit "Continue with selected record."
Step 9: Now for Action, search and select Kajabi to connect to.
Step 10: Under Setup:
Select "Create Form Submission" for Action Event
Then Add your Kajabi Account
Finally hit "Continue."
Step 11: Under Configure:
Select your Kajabi Site
Select your Kajabi Form you created for Quiz Leads to be sent to
Hit the + sign to add the matching field for First Name and Email Address
Hit the + sign and select Tag: Interact Quiz Result for Result
Then Hit Continue
Step 12: Under Test, select Test Step and then hit Publish on the Zap
Completing Lead Generation on your Quiz
Step 1: After your Zap is Published, go back to your Quiz Dashboard and hit "Activate Connection" under API Key in Lead Generation.
Step 2: Test your Integration and then hit Publish on your quiz.
Accessing Quiz Leads in Kajabi
Step 1: Under your Kajabi Form, hit Submissions. There you can view your Quiz Leads and their Quiz Result.
Now when someone submits a lead into the quiz you set up in this Zap it will be submitted to the form you chose for Kajabi in the Zap setup. You can repeat this process for any other quizzes you want to connect to Kajabi.