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.
Creating your Zap in Zapier
*Note: This is a multi-step Zap, so you'll need a Zapier Pro account to set it up.*
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 Systeme.io to connect to.
Step 10: Set Up the Action
Under Action Event, choose:
Create or Update a Contact, Including Adding TagsSign in to your Systeme.io account.
Click Continue.
Step 11: Configure the Action
Tag: From the dropdown, choose one of your quiz result tags. (We'll set up the others later.)
*Note: You must have already created a tag in Systeme.io for each quiz result for them to appear here.*
Email: Click the + icon and select Email.
First name: Click the + icon and select First Name.
Click Continue.
Step 12: Click Skip test (we’ll test it later when the Zap is fully set up).
Step 13: Click the + icon between the Trigger and Action steps to add another step.
Step 14: Add a Filter
In the popup, click Filter, then select "Only continue if".
Step 15: Set the conditions:
Choose field: Select Tag
Choose condition: Choose (Text) Contains
Enter text or insert data: Type the exact quiz result tag you selected in Step 11
Hit Continue
Step 16: Name your Zap and then click Publish to turn on the Zap.
Step 16: Repeat for Each Result
Repeat Steps 1–15 for each quiz result tag.
This allows you to segment your leads in Systeme.io based on the quiz result your lead got.
Completing Lead Generation on your Quiz
Step 1: After all of your Zaps are 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.
