Steps to Complete Before Connecting Your Quiz to Flodesk:
Step 1: In Flodesk, go to Audience. Under Audience, select Segments.
Step 2: Create a segment for each of your quiz results by hitting "New Segment"
We recommend naming your segments the same name as your quiz result.
Step 3: If you want to add a Custom Field, select All Subscribers.
Then click on a subscriber's name.
Step 4: Under that subscriber, select "Segments and Data"
Step 5: Scroll down to Subscriber Data and then click "+ Add Custom Field"
Step 6: Name your Custom field and then hit Save.
*For a scored style quiz, add the custom field of "Quiz Score Value" *
How to Connect Your Quiz to Flodesk:
Step 1: Turn on "Lead Generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Field information you would like to collect from your quiz takers.
Scroll down to customize your Opt-In Form and click "Save & Continue " when finished with your Opt-In Form.
Step 2: Under Connect your email list, choose Flodesk from the list of integrations.
Step 3: Enter your Flodesk credentials and click Allow to authorize your Flodesk account to Interact.
Map Interact Triggers to Flodesk Actions:
Step 1: On the Results tab, click the Add Action button.
Step 2: In the slide-out menu setup the desired Flodesk options below that you want to run.
Add to Segment: Choose the Flodesk segment you want to add your leads to from the drop-down. For example, you can connect different results to different segments to send automated emails specific to the quiz result the lead received.
Update Custom Field: If you want to use the quiz result name in your emails, select a Flodesk custom field to populate with the result name. Once you select the custom field you can edit the value that you want to appear in your emails for the specific result. For example, you could create a custom field “Quiz Result” and populate the field with the result name.
Hit Save once you’ve set up the triggers for the first result
Step 3: Next select the next result to map actions for or if you want to set up the same actions for all results select Apply to all results.
When you have set all the triggers that you need for your specific setup, click Save & Continue.
Step 4 (optional): If desired, repeat steps 1, 2, and 3 to segment leads based on any quiz answers they chose. When you have set all the triggers you need for your specific setup, click Save & Continue.
To skip this step, just hit "Save and Continue"
Step 5: Under Settings, decide to either have a double opt-in or continue without a double opt-in form.
By default, Flodesk does not require subscribers to confirm their intent to subscribe.
Check the checkbox if you want your quiz leads to double opt-in, or confirm their subscription via email after subscribing to the quiz.
Then select Save & Continue.
Map Form Fields to Flodesk Custom Fields
Step 1: Ensure the Interact opt-in fields are mapped to the appropriate Flodesk custom fields.
For example, mapping Quiz Score Value to “Quiz Score Value” populates the lead's Quiz Score, custom field, in Flodesk.
Step 2: When finished with mapping your form fields, click Save & Continue.
Step 3: Test your Integration to Flodesk.
Step 4: Publish your quiz to start collecting leads. Click Publish in the builder header then click Publish changes.
You can republish your quiz any time you want to make changes to the integration and your quiz will update anywhere it's already published and embedded.
Troubleshooting
I am receiving an error when testing the integration connection with a test lead in the Interact builder, what can I do to fix this?
There is one main reason leads fail to make it into your Flodesk account:
Double opt-in: If you’re using double opt-in, check your email to confirm the double opt-in, then check your Flodesk account to see if the lead came through.
Frequently Asked Questions
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:
