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How do I create a quiz/survey in MailBlue?

Sending out a quiz or survey is a fun and interactive way to gather more data about your contacts.

This article explains:

When is this tool within MailBlue less suitable?

In some cases, tools from external parties are more suitable because not all features are available within MailBlue. You can then create a connection between third-party tools (such as SurveyMonkey) and MailBlue to still use this information in your campaigns and automations. How to do this is described in this article: How do I connect with SurveyMonkey?

It is better to use another tool than the function within MailBlue if you:

  • Want to immediately show the score to your contacts after they have completed the quiz. Unfortunately, this feature is not available within MailBlue.
  • Want to create conditional content based on what is filled in by the contact:
    • For example, if you want to immediately show an additional pop-up with the question: "can you tell us more about your experience?" when someone has given you a low score for your service within the quiz.
    • For example, if you want to show a conditional thank you message after filling out the form. Within the function in MailBlue, you can indicate that you want to show a thank you message, or show an external URL after submitting the form, however, you cannot make this message conditional based on the data filled in.
  • Want to perform an in-depth analysis of the completed quiz. For example, if you want to quickly see how many percent of the contacts have answered a certain question, it is generally clearer when using a tool specifically designed for sending out quizzes.
  • Want to send out a long quiz spread over multiple pages.

How do I create a quiz within MailBlue?

Step 1: Navigate within your MailBlue account to 'website' > 'forms', and click on 'create a form'.

Step 2: Create a form.

  • Give your form a name: this is not visible to your contacts at the top of the quiz, but works as a reminder for yourself so you know what the form is about.
  • Choose a form style: choose 'inline form' if you want to integrate the quiz into the running text of your website. The other form styles (floating bar, floating box, and modal) are only available within a Professional account.
  • Select an action: select what action should be taken with the contacts who have filled out the form (for example, adding a tag to the contact or adding the contacts to a list).

Step 3: Customise the subject of your quiz.

Step 4: Customise the description by clicking on the desired field and adjusting the HTML code. Enter the text as follows: <p> the text </p>.

Step 5: Add quiz questions by creating custom fields.

Step 6: Add a field name.

Step 7: Select 'radio button' as the field type. This allows contacts to choose from multiple answers.

Step 8: Add options for contacts to choose from. You can add additional options by clicking on '+ Add an option'. Once you're done, click 'add'.

Step 9: The field you created will now appear in the menu bar under 'custom fields'.

Step 10: Drag the field to the desired location within the form.

Repeat steps 5 to 10 until you have added all desired questions.

Step 11: You can customise the style of your form (background, text, and buttons).

Step 12: You can add your company logo by dragging an image box into the form.

Step 13: You can make questions mandatory within the form by clicking on the question and checking the box 'required'.

Step 14: Additionally, it is recommended to customise the confirmation page. It automatically says 'thank you for subscribing', which is more geared towards newsletter subscriptions than completing the quiz. You can also choose to set up your own thank you page. To do this, select 'open URL' instead of 'show thanks'.

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Step 15: If you have chosen to sign up contacts as an action on a list, it is advised to turn off double opt-in, as it would be strange for your contacts to then receive an email confirming their participation. This can be done via 'options' > 'form action'.

Step 16: If you are satisfied with all design options and questions, click on 'integrate' in the top right corner of the screen.

Step 17: Distributing the form.

  • Paste the 'simple embed' code on your webpage where you want the form to appear. You can then send an email from MailBlue to a list of contacts inviting them to fill out the quiz. Include a button within this email linked to the webpage where you have integrated the form.
  • You can also copy the link code via 'link' and paste it in your email. The form will then not be integrated on your own website, but on an external page. The link can also be easily shared on your social media channels such as Facebook and Instagram.

Step 18: Fill out the form. Paste the quick link from step 17 into your toolbar.

Step 18: If, as in this example, you have chosen 'add a tag' as an action, you can find the outcomes of your contacts by navigating within your account: to 'contacts' > 'labels' > search for the tag (in this example: 'quiz completed') > click on the number of contacts with the tag.

Step 20: Now you will see an overview of all contacts who have completed the quiz. If you then click on a contact, you can see what this contact has filled in for the quiz fields.

Integrating the outcomes strategically into your email marketing strategy.

The answers filled in the quiz can be collected within your contacts overview in MailBlue, and based on this, you can, for example, start an automation.

For instance, if you want to send a 10% discount code to the people who have answered all questions correctly for a subscription or product. This can be done through the following steps:

Step 1: Go to 'automations' > 'create an automated series'.

Step 2: Click on 'start from the beginning'.

Step 3: Select 'fills out a form' as the starting trigger.

Step 4: Select the form in question.

Step 6: Go to 'Conditions and Workflow' to the 'If/Else' step.

Step 7: Select 'custom contact fields' > the field with the first quiz question > select 'is' > choose the correct answer > 'save'.

Step 9: Now you will see that the automation splits. Everyone who answered the questions incorrectly will take the 'No'-path, after which you can end the automation.

Step 10: The contacts who answered the questions correctly will continue within the automation via the 'Yes'-path. If all questions are answered correctly, you can send an email to the contacts who have answered all questions correctly with the 10% discount code. Click on the '+' > 'Send options' > 'Send an email'.You can compose this email yourself with all the necessary information.

 

Another option could be that you want to create a quiz about the quality of your service. When the contacts, for example, would fill in a score of 10 for all questions, you could see these individuals as ambassadors for your business.

Within an automation, you could assign a tag to these individuals as 'ambassador', so you can easily find these contacts within the contact list.

Then you could send an automated email with a thank you and ask if they would like to leave a review, for example.

 

Although these are just two suggestions, there are countless possibilities to apply a strategic follow-up with the data you receive through the form.

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