Find your Kartra API Credentials
Step 1: Log in to your Kartra account and navigate to Settings in the left-hand sidebar. Then, select Integrations.
Step 2: Click on API. You will find your Kartra API Key and API Password. These are required for the next setup steps.
Connect Kartra to your Interact App
Step 1: In the Interact app builder, turn on Lead Generation from the left sidebar.
Create your Opt-In Form by selecting the Contact Fields you want to collect from quiz takers.
Adjust your Form Settings to customize the opt-in experience.
Step 2: Scroll down to further customize your Opt-In Form, then click Save & Continue.
Step 3: Under Integrations, select Kartra.
Step 4: Copy and paste your Kartra API Key and API Password and click Connect.
Map Interact Triggers to Drip Actions
Step 1: Assign Kartra actions to each quiz result. Click Add Actions to open the list of available actions and begin mapping them to your quiz results.
Step 2: In the slide-out menu, select from the following Kartra actions:
Add to Contact List: Choose a Kartra list from the dropdown to add new contacts to a specific Kartra list. Example: For a quiz result trigger, you could connect different results to different lists to send autoresponders specific to the quiz result your customers received.
Update Contact Field: Choose a Kartra contact field from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could choose the Kartra contact field "Quiz Result Title" from the dropdown and populate the field with the quiz result title for your quiz. Note: Our Kartra integration does not currently support custom form fields, only default contact fields. As a workaround, use tags instead.
Add Tag to Contact: Choose an existing Kartra tag from the dropdown to add to the new contact. If the contact already exists, the tags will be added to the existing contact. Note: Contacts can only be added to a contact, not removed.
Step 3: Once you’ve set up a trigger/action for one quiz result, repeat the process for other results from the left sidebar. After configuring all necessary triggers and actions, click Save & Continue.
Step 4: *Optional* You’ll be taken to the Answers section.
If desired, repeat Steps 1-3 to set a Trigger and Action for specific quiz answers. This allows you to trigger Kartra actions when a quiz taker selects a particular answer.
If you prefer to skip this step, simply click Save & Continue.
Map Form Fields to Kartra Contact Fields
Step 1: Review Default Field Mapping
Below is an overview of how your form fields are connected to Kartra contact fields.
The following default fields are automatically mapped and cannot be changed:
Email, First Name, Last Name, Company Name, Phone Number, Zip Code
Step 2: Map Custom Fields
For any additional fields on your form, use the dropdown menus to select the Kartra contact field you’d like to map each one to.
Example: Mapping the “Country” field to “Custom Field 1” will save the value entered for “Country” into Kartra’s “Custom Field 1”.
Step 3: Save Your Mappings
Once you’ve finished mapping your fields, click Save & Continue.
Need to make changes later? No problem—you can edit your integration settings anytime.
Test your Kartra Connection
Step 1: Select Test Integration to test your Integration to Kartra.
This will Send test contact information to your Kartra account to test your integration setup.
Step 2: Once your test is successful, hit Publish on your quiz to start collecting leads.
IMPORTANT: If your quiz is already published and embedded on your site, any changes to your integrations will require you to re-publish the quiz after saving your updates.
Frequently Asked Questions
Will existing Kartra contacts be updated?
Yes, existing Kartra contacts will be add to the specified lists, have new tags added to the existing contact, and have contact field values updated with the newly inputted values.
What will a new lead look like in Kartra?
The following screenshot is an example user with the following integration setup:
Tag "Quiz Completed" added to contact for all quiz results
