How to Send Quiz Leads to Shopify Customers

You can add new customers automatically to your Shopify Customers list every time someone completes the quiz. Once someone leaves their email in the quiz, their Shopify Customer profile will be updated with their name, email, phone number and customer tags.

This article explains how to connect your quiz to Shopify Customers and build a Shopify Flow targeted at quiz takers.

Link Quiz to Shopify Customers

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1. Go to your quiz and click on the Connect tab on the top of the screen. This will open a tab where you can connect your quiz with multiple third-party services.
2. Then click on the Connect button in the Shopify Customers section. This will authorize our app to connect with your Shopify Customers List.
3. Click the Publish button to save the changes and update the preview/live quiz with new settings.

Newly captured leads will appear in your Shopify Customers List with their Customer Tags added to their profile.

Note

If a profile with the same email already exists, it will simply be updated with the customer tags from the quiz.

Customer tags are updated every time a customer takes the quiz.

Note

Tags coming from the quiz will have a prq_ prefix added. So if you created a tag called teen in Shopify profile, it will be available as prq_teen.

1. Go to your quiz and click on the Integrations tab on the top of the screen. This will open a tab where you can connect your quiz with multiple third-party services.
2. Then click on the Connect button in the Shopify Customers section. This will authorize our app to connect with your Shopify Customers List.
3. Click the Save button to save the changes and update the preview/live quiz with new settings.

Newly captured leads will appear in your Shopify Customers List with their Customer Tags added to their profile.

Note

If a profile with the same email already exists, it will simply be updated with the customer tags from the quiz.

Customer tags are updated every time a customer takes the quiz.

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Change subscribed/consent status for email and phone questions

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By default, all the contacts added to the list via the quiz will be marked as subscribed and their consent to receiving marketing information was given. You can change that in the email and phone questions settings.

1. To change the default Consent state and Opt-in level, go to the email or phone question in the Quiz Builder.

2. Open the question settings.

   

   • Under Consent state, you can select either subscribed or non-subscribed.

   • Under Opt-in level, you can select either confirmed_opt_in or single_opt_in (pick this option if you only want to send the one results email to the customer).

3. Click the Publish button to update the preview/live quiz with new settings.

By default, all the contacts added to the Shopify Customers list via the quiz will be marked as subscribed and their consent to receiving marketing information was given. It is not possible to change the default consent state.

However, there are many ways you can ask the customer for marketing consent directly in the quiz.

Tip

Check this article to learn how to ask for marketing consent directly in the quiz.

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Tag Quiz Choices to Segment Shopify Customers

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You can use Customer Tags to send quiz answers that the customer provided in the quiz to their Shopify Customer's profile.

Follow these steps to add tags to your quiz choices and test the setup:

1. Adding Tags to Quiz Choices: To add tags to your quiz choices, follow these steps:

   • Open the Revenue Hunt Quizzes app and select your quiz.
   • Navigate to the Customer Tags section.
   • Create new tags for each choice. For example, create a tag called teen and assign it to the relevant choice.
   • Repeat this process for other choices, adding appropriate tags as needed (e.g., 30s, 40s, 50s, 60s, dry skin, oily skin, etc.).
   • Additionally, add a common tag (e.g., quiz) to all choices in one of the questions to identify participants from the product recommendation quiz. Anyone who takes the quiz will be tagged with this common tag.

2. Saving Changes: After adding the desired tags, click Publish to save your changes.

3. Test the quiz: Preview the quiz using the same or a new email to test the tagging functionality.
4. Refresh the Shopify Customers list: Once participants complete the quiz, refresh the Shopify Customers list to see the leads being added.
5. View the customer tags: Open the profile of a participant to view their name, email, and the associated customer tags from the quiz.

Note

Tags coming from the quiz will have a prq_ prefix added. So if you created a tag called teen in Shopify profile, it will be available as prq_teen.

You can then use these tags to create a Shopify email Flow.

You can use Customer Tags to send quiz answers that the customer provided in the quiz to their Shopify Customer's profile.

Follow these steps to add tags to your quiz choices and test the setup:

1. Adding Tags to Quiz Choices: To add tags to your quiz choices, follow these steps:

   • Open the Revenue Hunt Quizzes app and select your quiz.
   • Navigate to the choice settings section.
   • Under Customer Tags, create new tags for each choice. For example, create a tag called teen and assign it to the relevant choice.
   • Repeat this process for other choices, adding appropriate tags as needed (e.g., 30s).
   • Additionally, add a common tag (e.g., quiz) to all choices in one of the questions to identify participants from the product recommendation quiz. Anyone who takes the quiz will be tagged with this common tag.

2. Saving Changes: After adding the desired tags, click Save to save your changes.

3. Test the quiz: Preview the quiz using the same or a new email to test the tagging functionality.
4. Refresh the Shopify Customers list: Once participants complete the quiz, refresh the Shopify Customers list to see the leads being added.
5. View the customer tags: Open the profile of a participant to view their name, email, and the associated customer tags from the quiz.

You can then use these tags to create a Shopify email Flow.

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Set up Shopify Automation Flow

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1. To set up a post-quiz automation head to your Shopify dashboard > Marketing > Automations, click View templates.
2. Select a Create custom automation automation:
3. Add a trigger: Click anywhere and select the first trigger to be Customer created.

4. Select a condition: Add a Condition action after the trigger. Click Add variable and from the list look for customer and then tags. Then, set up the condition as follows:

   At least one customer / tags includes tags_item prq_quiz.

   

   Note

   You need to add the full name of the tag. For example, prq_oilyskin or prq_Oily Skin.

   

5. Set up an email: To send a follow-up email to all the quiz contacts that contain the prq_ tag(right after the tag is added to their profile), click Then > Action and from the list select Send marketing email. Next, select the email template you want to use.

6. Save: Remember to Turn on workflow once you're done with making the changes.

Now, all the quiz takers with a specific prq_ tag will be sent the marketing email.

To learn more about Shopify Automations, check their FAQ page.

1. To set up a post-quiz automation head to your Shopify dashboard > Marketing > Automations, click View templates.
2. Select a Create custom automation automation:
3. Add a trigger: Click anywhere and select the first trigger to be Customer created.

4. Select a condition: Add a Condition action after the trigger. Click Add variable and from the list look for customer and then tags. Then, set up the condition as follows:

   At least one customer / tags includes tags_item quiz.

   

   

5. Set up an email: To send a follow-up email to all the quiz contacts that contain the prq_ tag(right after the tag is added to their profile), click Then > Action and from the list select Send marketing email. Next, select the email template you want to use.

6. Save: Remember to Turn on workflow once you're done with making the changes.

Now, all the quiz takers with a specific tag like quiz will be sent the marketing email.

To learn more about Shopify Automations, check their FAQ page.

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By following this article, you can learn how to connect your quiz to Shopify Customers and set up your post-quiz email flow with Shopify Flows.