Find your dotmailer API Credentials
Step 1: Log in to your Dotmailer account, then click your account name in the bottom corner and select Settings.
Step 2: Click on Access.
Step 3: Navigate to API Users.
Step 4: To connect to Interact for the first time, click Add New API User.
Step 5: Locate your API Username/Email Address.
Enter a description.
Create a valid API Password.
Set the Status to Enabled.
Click Save.
Step 6: Keep your API User credentials handy—you’ll need them to connect your Interact quiz to Dotmailer in the next step.
Connect dotmailer to your Interact App
Step 1: In the Interact app builder, turn on Lead Generation from the left sidebar.
Create your Opt-In Form by selecting the Contact Fields you want to collect from quiz takers.
Adjust your Form Settings to customize the opt-in experience.
Step 2: Scroll down to further customize your Opt-In Form, then click Save & Continue.
Step 3: Under Connect Your Email List, select Dotmailer from the list of integrations.
Step 4: Enter your Dotmailer API Username/Email Address and API Password, then click Connect.
Map Interact Triggers to dotmailer Actions:
Step 1: Assign dotmailer actions to each quiz result. Click Add Actions to open the list of available actions and start mapping them to your quiz results.
Step 2: In the slide-out menu, choose from the following Dotmailer actions:
Add to Address Book: Select a Dotmailer address book to store new contacts.
Update Contact Data Field: Type an existing Dotmailer contact data field to update new contacts with specific values. By default, the field auto-populates with the trigger name, but you can customize it.
Example: For a quiz result trigger, you can set the contact data field "QUIZRESULT" to store the quiz result title.Send Campaign: Choose a Dotmailer campaign from the dropdown to send automated emails to new contacts.
Example: Assign different campaigns to quiz results so each participant receives a targeted follow-up email.
Step 3: After setting up a quiz result trigger, select another result from the left sidebar. Once all necessary triggers/actions are configured, click Save & Continue.
Step 4: *Optional* You’ll be taken to the Answers section.
If desired, repeat Steps 1-3 to set a Trigger and Action for specific quiz answers. This allows you to trigger Dotmailer actions when a quiz taker selects a particular answer.
If you prefer to skip this step, simply click Save & Continue.
Update Double Opt-In Setting
Step 1: You have the option to disable double opt-in for your opt-in form. Simply check the box to turn it off. This confirms to Dotmailer that you have permission to email your contacts.
Map Form Fields to dotmailer Contact Fields
Step 1: Review how your opt-in form fields are connected to Dotmailer contact fields. Default fields—Email, First Name, Last Name, and Zip Code—are pre-mapped and cannot be changed.
Step 2: For all other fields, type a corresponding Dotmailer contact data field from the dropdown.
Example: Mapping Company Name to "COMPANYNAME" will store the entered company name in the Dotmailer contact field "COMPANYNAME".
Step 3: Once you've mapped all fields, click Save & Continue. You can edit these settings anytime if adjustments are needed.
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.
Test your dotmailer Connection
Step 1: Select Test Integration to test your Integration to dotmailer.
This will Send test contact information to your dotmailer account to test your integration setup.
Step 2: Once your test is successful, hit Publish on your quiz to start collecting leads.
Frequently Asked Questions
Will existing dotmailer users be updated?
Yes, existing dotmailer contacts will be updated with updated field values and be added to new lists.