Interact Client Quiz Build and Email Sync (Delivery)

Interact Client Quiz Build and Email Sync (Delivery)

1. 01

   Create the client quiz in the Interact dashboard and pick the quiz type

   Choose lead-magnet, product recommendation, or assessment based on the client's offer. The Free plan caps you at 2 quizzes and 100 completions/mo, so confirm the client is on Lite ($27/mo, 5 quizzes) or Growth ($53/mo, 20 quizzes) before building anything that will run live.

2. 02

   Generate the first draft with the AI Quiz Maker, then rewrite questions against the client's offer

   Prompt the AI Quiz Maker with the client's service and audience, then edit each question so the answer options map to a real segment the client can act on. Keep branching to the logic types the plan allows (Free includes 3 logic types).

3. 03

   Wire branching logic to route respondents into segments

   Each outcome path should end in a distinct segment tag or list assignment, not a generic thank-you page. This is what makes the quiz usable for product recommendation flows and lead qualification rather than a flat survey.

4. 04

   Connect the client's email platform and map fields

   Interact syncs natively with Mailchimp, ActiveCampaign, Klaviyo, HubSpot, Brevo and 15+ others, with Zapier for CRMs outside that list. Email connection is a Lite feature, so Free-plan builds cannot deliver leads automatically. Map every custom question field to a list field before testing.

5. 05

   Apply client branding and, on Growth and above, white-label the quiz

   Fully white-labeled output starts at the Growth plan ($53/mo). For retainer clients in coaching, e-commerce, and creator verticals, remove Interact branding so the quiz reads as the client's own asset. Custom design is available from the Free tier up.

6. 06

   Embed the quiz and run a live test submission end to end

   Place the quiz on the client's site or landing page, submit a test entry, and confirm the contact lands in the correct email list segment with the right tags. Repeat once per branching path; a broken path silently loses leads the client is paying to capture.

7. 07

   Set the analytics baseline and hand off the reporting view

   Record completions and opt-in rate at launch, then review the analytics dashboard monthly. Interact reports a 40% average conversion rate across its base, so treat any client quiz sitting well below that as a design or traffic-fit problem, not a traffic problem.

8. 08

   Bill and provision each client separately

   Interact has no multi-tenant sub-account management, so every client needs its own plan and its own billing line. Track which client sits on which tier (Lite $27/mo, Growth $53/mo, Pro above) so lead caps of 500, 2k, and higher are never shared or exceeded mid-campaign.