8 Set up email automation

You can see we’ve got the name and email field already in here and now the checkbox.

We’ve now got the name, email and checkbox fields here. And if I click on edit, you can see that these fields are required. So that means they need to fill them out to be able to go to the next block. It’s the same thing for the email address and for the terms and conditions.

That’s up to you whether you make that a required field or not. We’ve set these up so that the name and email by default are compulsory. So they have to fill those out to be able to go to the next block — or finish the quiz in this case.

Here, this is not required, but if you need to, you can enable “required field.” You can also see the skip button here. As a whole block, you can disable that skip button. If you want to make the whole block compulsory, click on Options and disable the skip button there.

That’s up to you. You might say that you don’t need the name and email necessarily and that you just want it to be an interaction or engagement for your audience. But if you need those details, or you want to make your audience fill that out to receive their results — which we’ll come to in a moment — then you can keep that compulsory by disabling the skip button.

So we’ve got all of that there. I’m happy with that.

Making this form part of the flow is something we can do beyond the quiz create step. What we want to do now is use this form to extend the interaction with the audience beyond the quiz itself. What I mean is: instead of showing your users the results on the result page (which we’ll set up in the next video), you could ask your audience to fill out this form and tell them they’ll receive their results by email instead. That way, they go to their inbox, and it also allows you to generate that lead as well. This form means you can collect this data — email and name — from your audience so that you can follow up with different offers or different cars, for example, or even just build up your list of leads.

You could also use this lead form to extend the interaction your audience has with this quiz beyond the questions themselves. What I mean is: instead of showing them the results on the result page, you could tell participants to fill out this form and that if they do, they’ll receive their results by email. It keeps them engaged with your topic beyond the Riddle itself and keeps them engaged for longer. If this quiz is on your website, it also increases time on site. If we did that, then on the result page, we’d remove the winning personality result and just add a message like “Check your inbox for your best car.” You could make the text bigger, move it around, add a picture, and so on. This delayed gratification keeps your audience hooked and lets you generate signups for your newsletter, for example.

If this is now the result page leading people to their inbox, you need to set up the email that gets sent with their result. To do that, go into Publish, scroll down to Email Automation, and enable it. By default, the recipient is already set to the email field from your form. If it’s not, you can select the correct email field. We want to disable the default email and instead add conditional emails based on the quiz result. Click on Conditional, then Add conditional email. Set the condition — instead of “name”, choose “Winning personality title,” and set it to something like “Comfort Cruiser.”

Now write the email content. This is the message that will go to people who got this personality. Use the same description text from the personality result if you like. For example: “Hey there car buyer… Thank you for taking our quiz,” and so on.

Once that’s done, you can repeat the same steps for your other personality results. Always send a test email for each one using Send test email — you’ll see a popup that confirms it was sent. Check your inbox associated with your Riddle account to confirm receipt.

A quick tip to finish: enable Advanced, and in the CC field, add the email address of whoever manages leads or marketing in your campaign. That way, whenever someone receives a result email, your team also gets notified. This is a handy way to keep track of results in real time, in addition to using Riddle’s analytics tools.

So that’s our form — used to collect leads, segment the audience, and optionally delay the results page. In the next video, we’ll look at setting up the result page itself. And as always, feel free to contact us with any questions. Thank you very much.