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How To Connect Interact To Flodesk
How To Connect Interact To Flodesk

Connecting your quiz to Flodesk

Damaris Pacheco avatar
Written by Damaris Pacheco
Updated over a week ago

Note: You'll need a quiz to follow these steps.

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Steps for this integration:

Authorize your Flodesk Account:

Step 1: In the Interact app builder left sidebar, turn lead generation on and set-up your interact opt-in form. Click Save & Continue, then choose Flodesk from the list of integrations.

Step 2: Enter your Flodesk credentials and click Allow to authorize your Flodesk account to Interact.

Map Interact Triggers to Flodesk Actions:

In the following steps you’ll segment (tag) your leads with the result they got and/or answers they chose in the quiz so you can email the lead with specific information.

Step 3: On the Results tab, click the Add Action button.

Step 4: In the slide-out menu setup the desired Flodesk options below that you want to run. Note: You’ll need to first create segments and custom fields in Flodesk for them to appear in the dropdowns menus.

  • Add to Segment: Choose the Flodesk segment you want to add your leads to from the Add to Segment 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.

Step 5: Once you’ve set up the triggers for the first result, click Save. Then, select the next results to map actions 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 6 (optional): If desired, repeat steps 3 and 4 to 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.

Step 7: If desired, select the checkbox to turn on double opt-in. 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 8: Ensure the Interact opt-in fields are mapped to the appropriate Flodesk custom fields. For example, mapping Country to “Country” populates the lead's Country to the Country custom field in Flodesk.

Step 9: When finished with mapping your form fields, click Save & Continue. You can edit the integration settings at any time and if desired you can test the integration.

Step 10: 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.


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:

  1. 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:

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