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How To Connect Interact To Flodesk

Connect Interact to Flodesk to send quiz leads, segment subscribers, and sync quiz data.

Written by Damaris Pacheco
Updated over a week ago

This guide walks you through connecting Interact with Flodesk so quiz leads are automatically added as subscribers in your Flodesk account. You’ll be able to:

  • Send quiz leads to Flodesk in real time

  • Choose which Flodesk segment new leads should be added to

  • Map quiz results and answers to Flodesk custom fields

  • Use quiz data for segmentation and automation


Before you start

Make sure you have the following:

  • An active Interact account

  • An active Flodesk account

  • Permission to authorize apps in Flodesk

  • 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. Connect Flodesk 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 Flodesk and click Connect.

6. In the Flodesk login window, sign in with your Flodesk credentials.

   7. Review the access request, then click Authorize (or Allow) to grant Interact 

access.

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


Step 2. Map quiz results to Flodesk

When someone completes your quiz, Interact can take different actions in Flodesk 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 Flodesk by adding actions.

Available actions for Flodesk include:

  • Add to Segment

  • Update Custom Field

❗ Important: Each quiz result must have Add to Segment set. If you don’t add a segment action for a result, that result will not send subscribers to Flodesk.

Add contacts to a Flodesk segment

when someone completes your quiz. Interact can add them to a Segment in Flodesk.

  1. Click Add actions.

  2. Find Add to Segment.

  3. Select the Flodesk segment from the dropdown you want quiz leads added to.

💡 Tip: Many customers create one Flodesk segment per quiz to keep segmentation clean.

Update Custom Field

You can store the quiz result directly on the Flodesk subscriber profile.

  1. Click Add actions.

  2. Find Update custom field.

  3. Select the Flodesk custom field you want to update.

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

❗ Important: If the custom field you need isn’t showing up, create it in Flodesk first, then refresh the integration setup and try again.

This will update the Flodesk custom field you select to the value you define, which allows you to:

  • Segment subscribers by quiz result

  • Trigger Flodesk automations

  • Personalize email content dynamically


Step 3. Map quiz answers to Flodesk (optional)

In addition to quiz results, you can also send individual quiz answers to Flodesk 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 4. Configure Flodesk Settings

After you finish mapping Answers, you’ll see a Settings step for Flodesk.

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

  2. Enable or disable Double opt-in for Flodesk.

    • Keep double opt-in enabled if you want subscribers to confirm via email after subscribing.

    • Disable double opt-in if you want subscribers added without an email confirmation.


Step 5. Map opt‑in form fields to Flodesk

Next, connect your Interact opt‑in form fields to Flodesk subscriber fields (custom fields).

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

  2. You’ll see Interact fields on the left and Flodesk 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 Flodesk field you want the form value saved to.

⚠️ Default fields (cannot be changed) include Email and First Name.


Step 6. 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 Flodesk 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 the Quiz Data tab to customize test quiz data.

4. Click Send test lead to submit.

5. Log in to Flodesk and verify the subscriber was created/updated successfully and      added to the expected segment.


Step 7. 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 Flodesk 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

Will existing Flodesk contacts be updated?

  • Yes, existing Flodesk contacts will be updated with updated field values and be added to new segments.

What will a new contact look like in Flodesk?

  • The following screenshot is an example of what new contacts will look like as they populate into Flodesk:


Disable Flodesk integration for your quiz

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

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

  1. Log in to your Interact dashboard.

  2. Go to Integrations.

  3. Find Flodesk.

  4. Click Disconnect.

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

  • All Flodesk integrations across all quizzes will stop working.

  • No new quiz leads will be sent to Flodesk.

  • Existing subscribers in Flodesk are not removed.

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

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