Steps for this integration:
Find your Kit API Credentials
Connect Kit to your Interact App
Map Interact Triggers to Kit Actions
Map Form Fields to Kit Custom Fields
Find your Kit API credentials:
Step 1: Login to your Kit account and navigate to Account in the header menu. Then select Settings.
Step 2: Under Settings, select Developer.
There you will find your Kit API Key and API Secret.
You will copy and paste the API Key and API Secret in the following setup steps.
Connect Kit to your Interact app:
Step 1: Turn on "Lead Generation" on the Interact app builder 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 (The Opt-In Form will appear after your quiz taker answers the last quiz question but before receiving the Quiz Result).
Click "Save & Continue " when finished with your Opt-In Form.
Step 2: Under Connect your email list, choose Kit from the list of integrations.
Step 3: Copy and paste your Kit API Key and API Secret and click Connect.
Map Interact Triggers to ConvertKit Actions:
Step 1: Under "Results", click the Add Action button.
You will set a Trigger for each Quiz Result.
When a quiz taker takes the quiz and receives the specific Quiz Result this will Trigger the following Actions.
Step 2: In the slideout menu, you will see a list of available actions to run in Kit.
The available actions are:
*Please Note*
Add to Sequence: Choose a Kit sequence from the dropdown to add new contacts to a specific Kit sequence.
Add to Form Choose a Kit form from the dropdown to add new contacts to a specific Kit form.
Update Subscriber Field: Choose a Kit subscriber field from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could choose the ConvertKit subscriber field "Quiz Result" from the dropdown and populate the field with the quiz result title for your quiz.
Add Tag to Subscriber: Choose an existing tag that will be added to the new subscriber when they receive the specific quiz result.
Step 3: Once finished with one trigger for a Quiz Result, you can select a different Quiz Result from the left sidebar to add a trigger for.
When you have set all triggers that you need for your specific setup, be sure to click Save & Continue when you have added a Trigger and Action to each Quiz Result.
Step 4: *Optional* You are then taken to "Answers."
If desired, repeat steps 1, 2, and 3 to set a Trigger for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and Continue."
Map Form Fields to Kit Subscriber Fields
Step 1: Here you will find an overview of the way your opt-in form fields are connected to Kit fields. Default fields (cannot be changed): Email, First Name.
Step 2: For all other fields, choose one contact field from the dropdown that you would like to populate with the form value.
Step 3: When finished with mapping your form fields, be sure to click Save & Continue.
Step 4: Select Test Integration to test your Integration to Kit. When it is successful, hit Publish on your quiz.
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 changes have been saved.
Frequently Asked Questions
Will existing Kit contacts be updated?
Yes, existing Kit contacts will be updated with updated field values and be added to new sequences.
How do you create new Kit subscriber fields?
Step 1: In your Kit account, go to Grow and then click Subscribers.
Then click on any subscriber's email address
Step 2: Scroll to the bottom of the list of subscriber fields, click Add a new field.
Step 3: Enter a value for the name of the custom field, then click Update Subscriber.
What will a new contact look like in Kit?
The following screenshot is an example user with the following integration setup:
Quiz result title field maps to contact field Interact Quiz Result
