How to Create a Lead Generation Quiz with Interact

Whether you’re talking email marketing or content marketing in general, using interactive content is one of the best ways to raise awareness of your business and improve lead generation.

If you think about it, haven’t we all done those quizzes on Facebook that ask “what kind of [fill in the blank] are you”? I know I have, and I’m pretty skeptical about Facebookery.

I’ve wanted to use quizzes for a while, and have even tried my hand at creating some in the past. But in many cases it was time-consuming and complicated, and that’s BEFORE thinking about the lead generation aspect.

That’s why I was so interested in Interact, because they promised that it was ridiculously easy to use.

(Full disclosure: they offered me a free account in exchange for trying it out and writing about the experience. )

I have to admit that given my past experience, I was skeptical. But Interact lived up to its promise. I had a fully functional quiz around 30 minutes after logging into my account.

So, just how easy was it to create the lead generation quiz? Let me walk you through the process I followed.

Step 1: Decide How You’ll Create Your Quiz

When you login, your starting point is the Create New Quiz button.

That takes you to another screen where you can choose to use an existing quiz template or create from scratch. I chose a template, because it seemed the easiest way to get started.

Interact quiz builder screenshot

Step 2: Choose Your Template Category

Next, choose your template category (there were 55 to choose from at the time of writing). You can select multiple categories to explore.

Step 3: Pick a Template

Once your selection is highlighted, choose your actual quiz template. These are sorted by conversion rate by default, so you can pick the highest converting quiz to customize. Click the preview button to see what the quiz will look like.

Interact quiz builder screenshot 3

Once you’ve decided on a template, click Use This Template. That’ll take you to the quiz customization section.

Step 4: Customize Your Quiz

There, you can customize virtually every aspect of your quiz, from the cover image to the questions and more. Click on an area in the preview screen  to bring up the corresponding menu item in the left sidebar, then edit as you wish.

Interact quiz screenshot 4

Questions and results are set up in advance, making it super easy to have a working quiz fast. I only made minor edits as I wanted to test how quick the process was. However, if I’d wanted to, I could have edited every question and answer.

Step 5: Set Up Lead Capture

If you’re using your quiz for lead generation, one of the most important sections to set up is the lead capture area. Toggle the button at the top of the menu area to enable this.

Interact quiz screenshot 5

Again, you can edit fields as desired, but you can also go with the default options and move on to add your email list integration.  (Note that while you can try Interact for free, you’ll need to upgrade if you want to integrate with your favorite email service provider.)

Since Interact integrates with all the top providers, you won’t have any difficulty setting yours up. Just click the button (I chose MailChimp) and it will walk you through the email list connection.

Interact quiz screenshot 6

To complete the integration, choose what happens when people submit their email addresses for the results.

Interact quiz screenshot 7

Select your list and choose the relevant merge fields. Once you’ve selected the desired action, you can click a button to apply this to all results. This is a real time saver.

Interact quiz screenshot 8

Go into the settings to map your email list fields to quiz fields, (so that name maps to name and email to email, and so on) and set double opt in settings.

You can also send a test email to make sure the quiz is working. I did this, just because I’m a bit paranoid about these things.

Interact quiz screenshot 9You can also integrate Google Analytics for conversion tracking, and can brand your quiz.  But for my first quiz, I decided to keep it simple and went with the default options.

Step 6: Publish Your Quiz

The next important step is to publish your quiz. If you’re running a WordPress-based site, install the Interact WordPress plugin. That makes it easy to run your quiz. All you have to do is grab the promotion ID and add it in the right plugin field. Then your quiz will appear using the options you’ve set on the Interact site.

Interact quiz screenshot 10

What are those options? You can display your quiz as an announcement bar or website popup. You can also embed it on your site, share it on social media, or use it as a Facebook ad.

Interact quiz screenshot 11

For my first quiz, I used the announcement bar, and also grabbed the link to share on social media.

Interact quiz screenshot 12

Step 7: Collect and Analyze Results

Once your quiz has been up for a while, you’ll start to see the results. To find these, login to your Interact dashboard, and go to the Analytics tab. You’ll see how many people have started, completed, and shared your quiz, as well as lead collection data. Here’s how this looks for another quiz.

Interact quiz screenshot 13

Other tabs allow you to get more details on the results and the questions. This will help you to tweak your quiz for even better results.

Interact quiz screenshot 14

For this trial, I plugged all respondents into my main email list. But one strategy the Interact team suggests is to segment your email list, and then have different results lead to different segments. This will help you target your email marketing more finely for improved lead generation.

Is Interact Worth Your Time For Lead Generation? My Verdict

Since this took only 30 minutes, I consider that time well spent, no matter how many leads this quiz generates.

I plan to explore Interact more to fine tune what happens when people get their results. And I’ll also create a new quiz focused even more on my target audience, and then promote it everywhere. There are also other Interact tools for polls and giveaways that I want to try.

Since you can try Interact for free, I suggest you check it out and see how you like it. I’d love to hear if your experience matches mine.

Are you using interactive content and quizzes for lead generation? What results have you had?

Last updated: October 2019