Steps for this integration:
- Find your ConvertKit API Credentials
- Connect ConvertKit to your Interact App
- Map Interact Triggers to ConvertKit Actions
- Map Form Fields to ConvertKit Custom Fields
Find your ConvertKit API credentials:
Step 1: Login to your ConvertKit account and navigate to Account in the header menu.
Step 2: Under the Account Info section you will find your ConvertKit API Key and API Secret. These are required for the next setup steps.
Connect ConvertKit to your Interact app:
Step 1: In the Interact app builder left sidebar, under Connect your email list, choose ConvertKit from the list of integrations. Note: You must set-up your opt-in form before you can continue to your integration selection.
Step 2: Copy and paste your ConvertKit API Key and API Secret and click Connect API.
Map Interact Triggers to ConvertKit Actions:
Step 1: In the following steps you will have the chance to map a set of ConvertKit actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer. To open the selection of ConvertKit actions to select, click on the Add Actions button:
Step 2: In the slideout menu, you will see a list of available actions to run in ConvertKit. The available actions are:
- Add to Sequence: Choose a ConvertKit sequence from the dropdown to add new contacts to a specific ConvertKit sequence. Example: For a quiz result trigger, you could connect different results to different contact lists to send autoresponders specific to the quiz result your customers received.
- Add to Form: Choose a ConvertKit form from the dropdown to add new contacts to a specific ConvertKit form. Example: For a quiz answer trigger, you could connect different automations to different answers to run specific automations depending on what a quiz taker answers in your quiz.
- Update Subscriber Field: Choose an ConvertKit 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 Title" from the dropdown and populate the field with the quiz result title for your quiz.
Step 3: Once finished with one trigger, you can select a different trigger from the left sidebar. When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.
Map Form Fields to ConvertKit Subscriber Fields
Step 1: Here you will find an overview of the way your opt-in form fields are connected to ConvertKit subscriber 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. Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the ConvertKit subscriber field "Custom Field 1".
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 changes have been saved.
Frequently Asked Questions
Will existing ConvertKit contacts be updated?
Yes, existing ConvertKit contacts will be updated with updated field values and be added to new sequences.
How do you create new ConvertKit subscriber fields?
Step 1: In your ConvertKit account, click Subscribers in the header and click on any subscriber.
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 ConvertKit?
The following screenshot is an example user with the following integration setup:
- Quiz result title field maps to contact field Interact Quiz Result