Connect Drip 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 Drip.
Step 4: Sign into your Drip Account and then select Authorize to grant Interact access to your Drip Account.
Step 5: Select your account name from the dropdown. This is required to store the required account information, then hit Save & Continue.
Map Interact Triggers to Drip Actions
Step 1: Assign Drip 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 Drip actions:
Add to Campaign: Choose a Drip campaign from the dropdown to add new contacts to a specific campaign.
Example: Assign different quiz results to different campaigns to send tailored email campaigns based on a lead's result.Update Subscriber Custom Field: Select a Drip custom field to store quiz-related data. The field auto-populates with the Result name, but you can customize it.
Example: Map the "Quiz Result Title" field to automatically store the quiz result each contact receives.Add Tag to Contact: Apply a tag to new contacts, either using a default value or a custom value of your choice.
Send Custom Event: Choose True/False to determine whether a custom event should be triggered for the new contact. More details on custom events can be found in the FAQs section.
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 Drip actions when a quiz taker selects a particular answer.
If you prefer to skip this step, simply click Save & Continue.
Map Form Fields to Drip Subscriber Custom Fields
Step 1: Review how your opt-in form fields are mapped to Drip. The Email field is pre-mapped and cannot be changed.
Step 2: For all other fields, choose the matching field from the dropdown that you would like to populate with the value in Drip.
*To create a Custom Field in Drip, select People and then Custom Fields.*
*Hit the + Sign to add a Custom Field in Drip*
Step 3: When finished with mapping your form fields, be sure to click Save & Continue. If you find you need to make changes, you may edit the integration settings at any time.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after the changes have been saved.
Test your Drip Connection
Step 1: Select Test Integration to test your Integration to Drip.
This will Send test contact information to your Drip account to test your integration setup.
Step 2: Once your test is successful, hit Publish on your quiz to start collecting leads.
Frequently Asked Questions
Will existing Drip contacts be updated?
Yes, existing Drip contacts will be updated with updated field values, tags, custom events, and be added to new campaigns.