Collecting customer data

Learn how to set up email and phone number collection in your quizzes.

There are different ways that you can collect your customer's contact information (phone and email) from your quiz: via an email capture question, or a form question.

Capturing contact information is important to your marketing plan, and to build a customer base.

In this section

• Method overview

• Setting up your quiz to collect contact information

  • Set up an Email capture question

  • Set up a Form field question

• Attaching customer answers to their profile

• Using collected customer data

  • Using email marketing apps

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Method overview

Method	Best for	Quick link
Email capture question	Single field + optional phone/name/birthday	Setup guide
Form field question	Multiple custom fields (text, date, number)	Setup guide

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Setting up your quiz to collect contact information

Set up an Email capture question

The question type Email capture is intended to collect any of the following information that you want: the customer's email, name, phone, and date of birth.

Steps:

1. From the quiz builder, click + Add page.

2. Click Email capture.

3. Under Content, customize the Heading text to describe the information that you're asking for.

4. Under Fields, the Email field is there by default. You can also click + Add field and add any of the following: Phone, Name, Birthday.

5. Optional: Customize the settings under any fields that you added, such as placeholder text and if the field is required or not.

6. Click Save.

Hint:

Enable fake emails validation from the email field settings if you want customers to submit only real email addresses. You can also Add a GDPR checkbox from the question level settings.

Set up a Form field question

You can collect the same customer contact information with the Form field question type.

Steps:

1. From the quiz builder, click + Add page.

2. Click Form field.

3. Under Content, customize the Heading text to describe the information that you're asking for.

4. Under Fields, click Field 1.

5. Under Content, leave the Type of field as Text to collect customer emails in this field. Switch it to Date to collect a birthday, or Number to collect a phone number in this field.

6. Add more fields to collect more information by clicking + Add field and choosing the appropriate Type.

7. Optional: Customize the settings under any fields that you added, such as placeholder text and if the field is required or not.

8. Click Save.

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Attaching customer answers to their profile

You can have customer data collected be sent to their customer profile so that you can use it for marketing and customer relationship management (CRM).

Steps:

1. From the quiz builder menu, click Settings.

2. Check Attach answer names to subscribed customers as tags.

3. Click Save.

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Using collected customer data

Email submissions are added to the Shopify customers list and the email marketing status is set to “Subscribed”. These customers have the tag “Quiz Kit app subscriber” so you can easily identify how they were added. You can also create a customer segment for targeted marketing with apps like Klaviyo.

All customer answers including emails, phone numbers, birthdays, and names are saved in Quiz Kit's Submissions section under that particular quiz.

Using email marketing apps

Quiz Kit integrates with the most popular email marketing apps. You can find more info about configuring integrations with these apps on our Quiz Kit Integrations page.

Tip:

You can use the Marketing property name (optional) field to pass data to your third-party app of choice.