Find your ConvertKit API credentials:

Step 1: Login to your ConvertKit account and navigate to Account in the header menu. Then select Settings.

Step 2: Under Settings, select Advanced. There 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: 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 and click "Save & Continue " when finished with your Opt-In Form.

Step 2: Under Connect your email list, choose ConvertKit from the list of integrations.

Step 3: Copy and paste your ConvertKit 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 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.
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, 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 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 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, go to Grow and then click Subscribers.

Then click on 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

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