When editing the design of the Opt-in Gate or the Results Page of your quiz, you have the possibility to send a confirmation email, with the quiz results and the quiz answers, to your quiz participants.
This is possible by having a “Lead Generation” element with an “Email” connection on the Opt-in Gate/Results Page. With this connection, you can set up a confirmation email that will be sent automatically to the quiz participants once they complete the quiz and the form created with the element.
These are the steps you need to take to set this confirmation email up:
1. Add the “Lead Generation” element
While editing the design of the Opt-in Gate/Results Page, you will have to add a “Lead Generation” element to the page. To do that, click on the plus sign from the right sidebar:
Then, look for the “Lead Generation” element, from the list of available elements that shows up on the screen. When you have found it, drag & drop it to the desired place on the Opt-in Gate/Results Page:
Note: If the page already has a “Lead Generation” element added to its design by default, like the Opt-in Gate, then, simply click on the element to select it.
2. Add the “Email” connection
After the element is added, you will see its options in the left-sidebar. Look for the "Sends leads to" option from the left sidebar, and click on the "Add Connection" button next to it:
Then click on the “Choose connection” field from the pop-up that opens:
A drop-down will open with the list of available connections. Click on the “Email” connection to select it:
This way, the connection will be selected and you will see the pop-up change accordingly, now showing the options you can use to set up the “Email” connection:
3. Set up the Email Delivery Service
The next step is to choose which server the confirmation emails for quiz participants will be sent from. You can choose this in the “Email delivery service” section of the pop-up.
By default, the “Send emails from this site” option will be selected here. This means that the confirmation emails will be sent from the server of your website. If this is what you prefer, then simply leave the “Email delivery service” section as it is.
However, if you wish to send the confirmation emails from the server of an email delivery service, then click on the “Send emails from this site” option:
Then, select the preferred email delivery service from the drop-down that opens:
The drop-down will contain the email delivery services you have previously made an API connection with on your website.
If needed, you can find further details on this step, in this article.
4. Compose the email
The next step is to set up the message, the actual confirmation email that will be sent to the quiz participants when they complete the quiz and the form. To do this, click on the “Compose Email” button from the “Message” section:
This will open a pop-up window where you can set up the confirmation email:
In this pop-up, you also have the possibility to set up a notification email as well, for yourself, that will be sent to you upon the completion of the quiz and the form. We have explained how to set up every aspect of this notification email step-by-step here.
However, what we need to use to set up the confirmation email for quiz participants is the “Send confirmation email to user that submitted the form” option.
Look for this option in the pop-up and when you have found it, click on the switch next to it, in order to activate it:
After you activate the option, the "Primary Email" section will be automatically closed, and the "Confirmation Email" section will be opened, in order for you to be able to set up/customize the confirmation email:
The first aspect of the confirmation email that you can customize is its subject. You will see the default “Thank you for completing the quiz” subject in the first field of the "Confirmation Email" section:
If you like this subject, you can leave it as it is, and this will be the subject of the confirmation emails sent to the quiz participants.
In case you want to change this subject, then simply click in the field, delete the current subject, and replace it with the subject you want for the confirmation emails.
In the next field of the "Confirmation Email" section, you can customize the message of the confirmation email. You will see the default message of the confirmation email in the respective field:
If you want, you can easily customize this message by clicking in the field and deleting/replacing the text parts of the message that you do not like. Also, you can add new text parts to the message, if you wish, by simply entering them in the suitable places of the message.
As you will notice, the default message contains shortcodes like [quiz_answers], and [quiz_result]. These shortcodes will render the corresponding information automatically when the email will be sent to the quiz participants.
Therefore, if you want the quiz participants to receive the information rendered by these shortcodes (the answers the participants gave for the quiz and the results they obtained) you must keep these shortcodes in the message.
You also have the possibility to add additional information to the message via other shortcodes if you want. Such additional types of information can be, for example:
- the name of the quiz participant;
- the date when he/she completed the quiz etc.
To add new shortcodes, first click on the field from the "Add Shortcodes" section:
Then, use the scrollbar of the drop-down that opens to see all the available shortcodes you can choose from:
After you have found the shortcode you want to add, click on it to select it. Then, click on the “Insert Field” button next to it:
This way, the shortcode will be added to the end of the message in the “Message” field. You can of course structure the message, place the shortcodes as you see fit.
For instance, you can press "Enter" before the new shortcode to place it in a different line, or you can also add an explanatory text before it, etc.
Add as many shortcodes as you like to the message, by repeating these steps.
5. Save the changes & apply the Email connection
After you have finished setting up every aspect of the confirmation email, click on the “Save and Apply” button from the bottom-right corner of the pop-up:
This way you will save the setup/customizations for the confirmation email and apply the “Email” connection to the “Lead Generation” element, all at once.
Once this is done, the pop-up window will close, your changes will be saved and the “Email” connection will be applied to the element:
For additional details on how to set up the “Email” connection in general, access this article.
6. Customize the rest of the “Lead Generation” element
After you have finished setting up the “Email” connection, you can also customize the rest of the “Lead Generation” element, with its other options from the left-sidebar.
In case you need help with this, you can find this process described step-by-step in this article.
7. Save the Opt-in Gate/Results Page design
Last, but not least, when you are finished with customizing everything on the Opt-in Gate/Results Page, you will need to save the page, using the “Save Work” button, from the bottom-left part of the editor:
After you save your work, the setup will be complete.
This means that whenever somebody will complete your quiz and fill out the form created with the “Lead Generation” element, from the Opt-in Gate/Results Page, they will receive a confirmation email with their quiz results and the quiz answers they provided.
If you want to get more familiar with the Thrive Quiz Builder options and features, check out our knowledge base here.
Hopefully, this article was useful for you. If so, please give it a smile below :)