Steps for this integration:
Create your Interact quiz results
Step 1: Set up your Interact quiz results.
Show quiz results and email them
To show your quiz takers their quiz result right away, create quiz result pages in your Interact account.
Email quiz results and don’t show them
To send quiz results without showing them, title the quiz result in Interact so you know which result they got, and include a thank you note or preview of their quiz result, telling your lead to go check their inbox to get their full result.
Create quiz result emails
Step 2: In your ConvertKit account, click Send then click Sequences.
Step 3: Click New sequence, name the sequence and click Create. Write your emails, or add more emails to the sequence by hitting Add Email. You should create 1 email (or email sequence) for each of your quiz results.
Step 4: Publish each email (or email sequence) that you create.
Integrate your Interact quiz with ConvertKit
Step 5: Open the quiz in your Interact Quiz Maker Account and toggle On the Lead Generation button. Configure the quiz opt in form to your liking then click Save & Continue.
Step 6: Choose ConvertKit from the Direct Integrations list and enter your ConvertKit API key and API Secret to authorize your ConvertKit account to Interact.
To access your ConvertKit API and API Secret Key:
In ConvertKit, click on your profile icon then Settings.
Choose Advanced from the left menu.
Copy your API key and API secret.
Map Interact Triggers to ConvertKit Actions
In the following steps you’ll segment (tag) your leads with the result they got in the quiz so you can email the lead with specific information.
Step 7: On the Results tab, click the Add Action button.
Step 8: Choose the Add to Sequence dropdown and select the email sequence you created for someone that got this quiz result.
Step 9: Once you’ve set up the triggers for the first result, click Save. Do this for each of your quiz results then click Save & Continue.
Step 10 (optional): If desired, 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.
Map Form Fields to ConvertKit Merge Fields
Step 11: Ensure the interact opt-in fields are mapped to the appropriate ConvertKit fields. For example, mapping First Name to “First Name” populates the leads name to the First Name merge field in ConvertKit.
Step 12: 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 13: Publish your quiz to start collecting leads. Select Publish 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.