How to Build a Marketing Funnel with Your Quiz

Wouldn’t it be great if every first-time visitor on your website took the time to scroll through every page on your website, consider every offer, and make a purchase right on the spot?

If you’ve been in business for any amount of time, you know this is rarely what the customer journey looks like. Instead of a linear, straightforward progression, a visitor’s path to becoming a paying customer is usually filled with twists and turns.

People want to learn more about a brand before they feel confident enough to make a purchase. The same is true for visitors who land on your website.

Now, you’re probably expecting us to say that launching an online quiz is the answer. We are a user-friendly quiz building tool, after all.

While we’ve seen some of our Interact users creating over six-figures of revenue from their quiz, we know that even the best-performing quizzes are just the first step in generating better sales for your business.

This is where a quiz marketing funnel comes into play.

Reasons to create a marketing funnel with your quiz

An interactive quiz can be used to grow your email list with a newly segmented audience, but once someone becomes an email subscriber, then what happens?

To generate more profit, you’ll need a marketing funnel to guide new subscribers through an optimal customer journey. This will help them go from a visitor to a subscriber to a paying customer.

Let’s take Jen from TONIC Site Shop as an example.

Her Brand Cocktail quiz helps entrepreneurs understand what makes them unique and how they can implement those differentiators into their brand marketing and website. She keeps the cocktail bar theme woven throughout her quiz, making it a show-stopper quiz that visitors can’t wait to complete.

What's your brand cocktail? quiz cover

It’s an incredibly useful, fun, and enjoyable quiz, which has helped TONIC Site Shop increase their email list while generating a 65.5% opt-in rate. Since most lead magnets have a 20-25% average opt-in rate, this quiz is blowing other examples out of the water!

No matter how impressive this statistic is, if Jen only offered the quiz and didn’t have a follow-up email sequence or sales strategy in place, she wouldn’t generate the kind of profit she’s looking to make.

Why is that? Because a quiz is only the top of your marketing funnel. Its job is to convince people to sign up for your email list for more information.

Once they sign up, you’ll need a marketing funnel in place to increase sales and conversions.

Jen knows the importance of using her email sequence to generate more revenue, so she strategically uses her follow-up emails to create a well-thought out sales pitch for the brand’s website template shop.

And she’s generated over $50,000 of website template sales JUST from her quiz.

So yeah, let’s pay attention to marketing funnels!

After all, the quiz isn’t where you make your sales pitch. It’s only meant to grab your audience’s attention so you can effectively make the sales pitch through email. This is essentially the strategy behind your quiz marketing funnel.

Here are a few more reasons why it’s beneficial to have a marketing funnel:

It’s easier to nurture your email subscribers. When someone takes your quiz and signs up for your email list, the last thing you want is for them to hear crickets. It’s important to have a follow-up email sequence in place so you can nurture subscribers through your funnel.

You’ll have an automated way to welcome new subscribers. Manually emailing every person who signs up for your email list after taking the quiz would be–let’s be honest–a huge time suck. With an email sequence, you’re able to automatically welcome every new subscriber and set expectations for what they’ll learn more about from you.

You’ll give subscribers more upfront value. There’s only so much information you can fit in your quiz results description. Through a marketing funnel, you can send insider tips, resource recommendations, and educational content that helps your audience better understand the topic of your quiz. This topic will also be related to the sales offer you’ll make through your emails, but we’ll dig into that later.

Your subscribers will feel like more than a number. Your quiz already does the heavy lifting with personalizing content to each quiz taker’s result, but you have an opportunity to customize your email content even more with a follow-up email sequence. Everyone wants to feel special and unique, so use your quiz marketing funnel to make sure they walk away feeling like a human rather than another statistic.

It’ll help you build more trust with your subscribers. You need to trust someone before you buy from them. Think about the last purchase you made in your business. You may have done your due diligence by following the brand beforehand, looking into what their competitors were offering, learning from their content, and comparing prices before you made the investment. Your audience will be doing the same thing. You can make a better impression by utilizing an email sequence that gives educational value from the first email.

Convinced yet? We thought so!

In the rest of this in-depth guide, we are going to walk you through each step of creating a marketing funnel that uses your quiz for lead generation and a follow-up email sequence for earning the sale.

Steps to building your own quiz marketing funnel

Let’s start by understanding what a marketing funnel is. We’ve used the term a few times in this article already, but we want to make sure we are all following the same definition.

A marketing funnel, also called a sales funnel or purchasing funnel, is a sequence of steps a prospect will take from the first interaction to actually converting on your sales offer.

You’ll notice that most marketing funnels start in the awareness stage where people first learn about your brand and then thoughtfully guide subscribers through the whole customer journey so they feel confident making a purchase from your brand.

Marketing funnel with the levels of awareness
Marketing funnel template, courtesy of Feedough

During the awareness stage, you’ll most likely be focusing on generating leads from visitors who land on your website. This is where having an interactive personality quiz can come in handy. It will help you generate leads on autopilot and introduce visitors to the top of your funnel.

Looking at the visual above, it’s easy to see that completing your quiz is only the first step in this marketing funnel. Next, you’ll want to focus on nurturing the leads you just gathered from the quiz.

Map out your quiz marketing funnel 

We’ve mentioned already how email sequences allow you to nurture your subscribers in a relatively hands-off way, so that’s what we’ll be focusing on for the rest of this article.

Your new leads will go on a strategic journey through each of these core lead nurturing stages: interest to consideration to intent to evaluation. Only then can your marketing funnel earn more conversions.

As you map out what your own quiz marketing funnel will look like, follow this template:

Awareness: Complete the quiz

Again, this is the stage where visitors will become aware of your brand. This means understanding who you are, what you offer, and who you serve. Attracting new and returning visitors to take your quiz is the most important step at this stage.

Interest: Sign up for your email list

Anticipation will increase as your audience member makes it to the end of your quiz. As they complete the last question, they’ll see an email sign-up form they can fill out to unlock their quiz results. We also recommend giving your audience the option to opt out with a “skip this step” button on your email opt-in page so only the most engaged people sign up for your list. You can learn more about this by reading this guide. When your quiz taker becomes a new subscriber by giving you their email address, you’ll follow up with an email sequence that includes their quiz results.

Consideration: Opening your email content

One of the first signs of interest your new subscriber will show in your brand is found in how often they open your email content. By opening your emails, it shows that your subscriber is interested in what you have to say and wants to learn from you. If you want to improve your email open rates, think about A/B testing your email subject lines since this is the first thing your subscriber will see in their inbox.

Intent: Clicking links inside your email content

As your subscriber continues to open your emails, they’ll see a blend of educational content and soft sales pitches. The educational content will be focused on giving lots of value without mentioning your sales offer so you can build trust with this helpful content. You’ll also include a soft pitch that mentions your offer for the first time but still focuses on giving value. During the soft pitch, you can include a link to your sales page so interested subscribers can click it to learn more about your offer at this stage.

Evaluation: Asking questions and seeking answers

Now that your subscriber is aware of your offer, they might have a list of questions about making the investment. This might include if it is the right fit for them, if it’s the right time, if the offer is tailored to them, and more. In this stage, subscribers may reach out to you or your customer service team to get their questions answered. You can also include notes in your emails that encourage your subscribers to reach out if they have questions about your offer.

Purchase: Ready to convert on your offering

Once your subscriber has done their own research and asked their questions, they’ll read your hard sales pitch at the end of your email sequence. This is the final step of your quiz marketing funnel. The only goal of your hard sales pitch is to convert your subscriber into a paying customer. All of the information you share in this email must be focused on helping your audience feel more confident in taking direct action by purchasing your offering.

Do you see the journey each visitor will go through in order to become a customer?

When we break it down into an easy-to-follow marketing funnel, it takes much of the confusion out of the process. As you feel more confident in the flow of steps inside your funnel, it’s time to decide what you want to sell and how you want to sell it.

Create a sales strategy and choose an income stream

It doesn’t matter how great your quiz content or email sequence is if you don’t have a sales offer. We’ve talked about how marketing funnels are set up to help you convert more subscribers into customers, but what offer will they be excited about and ready to purchase?

This comes down to your sales strategy. The first step is to define what your niche is. You may have heard this term before, but niching down your business means marketing your products or services to a segment of a larger audience that already exists.

For example, you might work in the health coaching industry, but your niche could be helping stay-at-home moms prepare grain-free meals for their families. Another niche in this same industry would be helping young professionals create a meal plan that works with their fitness goals.

Both people would consider themselves health coaches, but they have completely different niches. Once you choose a niche, you can look inside our quiz template collection to get a few more ideas on how you can stand out in your industry with an interactive quiz, like these examples from our health and fitness category.

Health and fitness quiz templates

Okay, back to talking about sales strategy.

There are two main things you will want to define in this stage: who you specifically want to serve with your business offerings and what you want to offer them.

This might take some time to develop, but it is essential for you to know before you can jump into building a business model that fits into your bigger vision.

Now that you have an idea of what you want to offer and who you’ll offer it to, let’s talk about the various income streams you can add to your online business.

It’s said that the average millionaire has at least seven income streams. That may seem like a lot, but this is what it takes to have a well-balanced and diversified business model.

Luckily, these income streams don’t have to all be built in a day!

Of course, you don’t need ALL of the income streams we’re about to show you (that would be overkill!), but seeing a full list of options might inspire you to think bigger about what you can sell through your quiz and email sequence.

Let’s dive right in!

Digital products: Digital products are one of the best ways to increase your passive income because your income isn’t directly tied to how much time you put into creating the product. They are fairly easy to make and there’s no ceiling to how many digital products you can sell. To create a great digital product, you need to understand what audience problem you can solve, understand how to differentiate it from other digital products on the market, and position yourself as a top expert.

Digital products can include online courses, eBooks, templates, scripts, workbooks, checklists, worksheets, tutorials, printables, apps, and more.

Other digital product creators are already utilizing Interact quizzes to increase their funnel conversions. Business strategist Amber Lilyestrom generated 2500 leads and uses her “What’s Your Core Purpose?” quiz marketing funnel to sell her online courses and programs.

Amber Lilyestrom quiz cover

Online educator Jenna Kutcher has used her Secret Sauce quiz to build her multi-million dollar empire. Through the quiz, she segments incoming subscribers by what they’re most interested in and what kind of entrepreneur they are. Then, she’s able to recommend different digital products from her shop depending on how they answer quiz questions.

What's your secret sauce? quiz cover

It’s easy to build a quiz that leads to a digital product because you can sell them on autopilot. Seriously, once your quiz and email sequence are set up, it will run on its own. All you need to do is wait for the sales notification when a new subscriber buys your digital product!

Read more: Launch Marketing 101 Guide for Your First Digital Product Launch

Physical products: Whether you start an eCommerce shop or simply decide to offer physical products on your website, it can be a great way to offer something tangible to your audience. If you have a knack for design or have a specific vision for the type of physical product you want to create, this could be a great income stream for you. Keep in mind that your profit margin will be different on a physical product than a digital product because you are paying for materials, shipping, delivery, manufacturing, and other costs. You can reflect this in your pricing if you choose to pursue this as one of your offerings.

Physical products can include branded apparel, art prints, jewelry, planners, office supplies, phone cases, mugs, notebooks, and beyond. Just about anything you can think of can be created into a physical product!

So how do you launch a quiz that will increase physical product sales?

Claire’s, a well-known jewelry and accessories brand, uses their Interact quiz to recommend different physical products based on the quiz taker’s personality type. The quiz helped them highlight different earring styles during their #WeMakeMemories marketing campaign, which celebrated their 40-year anniversary of piercing ears.

What's your earring style? quiz cover

For an evergreen quiz example, Peggy of Peggy Houchin Jewelry built a quiz to help her website visitors find what gemstone is their perfect fit. Then the CTA button at the end of her quiz takes the visitor to a physical product sales page.

What's gemstone fits your personality? quiz cover

Two different jewelry creators, two entirely different approaches to their quizzes.

Hopefully this shows that you don’t have to create the same quiz as your competitors in order to be profitable. You can get creative, too!

Read more: How to Sell Products Online with a Personality Quiz

Freelance services: If you have a specific skill or talent you want to share with others, selling services might be a great fit for you. Some might say this means you are trading time for dollars, but you also have an opportunity to utilize your skills to help someone else’s business grow. You can either charge by the hour, build packages with value-based pricing, or create a custom package for each freelance client. As you grow your freelance services, you might think about scaling by building an agency or hiring freelance subcontractors to help you with completing the work.

So how do you generate more client leads with an online quiz?

Brand designer Lindsay Scholz booked out her freelance services one quarter in advance because of her Interact quiz. Not only that, but she also TRIPLED her email list! Seeing 300% list growth is something we’d get excited about, too.

What's your ideal brand aesthetic? quiz cover

Chanteuse Marie, a product launch copywriter, took a different approach with her quiz. Through her custom quiz result landing page, she gives recommendations for product launch funnels her new subscribers can use based on their quiz personality. Then she follows up with emails that further educate her audience and highlight her freelance copywriting services.

What type of product launch are you? quiz cover

Read More: How Freelancers Can Attract Clients With an Online Quiz

Coaching services: Much like freelancers, coaches also offer services for a specific price. While freelancers are usually offering a tangible final product through their service, coaches help more with the intangible outcomes (which are still very valuable!). There are hundreds of coaching niches including health, fitness, career, relationships, money, marketing, business, budgeting, and more. Offering coaching services is a great way to make an income from helping people overcome their struggles, create a plan for success, and give them accountability along the way. A quiz comes in handy when you start to build a relationship with potential coaching clients.

Nancy Levin, a relationship coach, uses her Interact quiz to promote multiple coaching offerings. With one-on-one coaching packages and group coaching programs, she segments her audience based on how they answer questions on her quiz. So smart!

What's your relationship blueprint? quiz cover

In another coaching niche, Built to Soar highlights their one-on-one business consultations through their Business Flight Test quiz. Then they follow up with a series of emails that guides subscribers to contact them through their Contact page.

Ready for your business to take flight? quiz cover

Read More: How Coaches can Attract Clients with a Personality Quiz

Other income streams: These are some of the main income streams we see our Interact users utilize, but if you want more options, here are a few more ideas:

  • Membership communities
  • Brand sponsored content opportunities
  • Group coaching or mentorship
  • Events like conferences, retreats, etc.
  • In-person trainings like classes, workshops, etc.
  • Affiliate marketing partnerships
  • Masterminds and challenges

To learn more about how to build a sustainable business model and choose the right income streams for your business, check out our growth strategies guide.

For this exercise, choose ONE main income stream you want to include in your business model. This will become your final offering after someone takes your quiz and goes through your email sequence.

It’s best at this stage if you choose one rather than multiple, but as you grow your brand and make strategic tweaks to your marketing funnel, you can add more product and service offerings to the mix.

With the income stream in mind, you’ll be ready for one of our favorite steps: creating your quiz!

Create a quiz as your marketing funnel’s lead magnet

Quizzes make a great lead magnet for you marketing funnel because they are interactive, enjoyable to take, and super strategic. It allows you to segment your audience based on each visitor’s interests, skill level, or any other categories that are relevant to your business.

To review, the main job of your quiz is to generate quality leads for your marketing funnel.

Better lead generation often produces better conversion rates.

With this in mind, you can follow this step-by-step process to create your own quiz. But first, you’ll want to know what quiz types you can choose from.

Personality quizzes: This is the most popular type of quiz, and you’ll usually see personality quizzes featured on Buzzfeed and Facebook. With a personality quiz, you will help your audience members better understand themselves during their own self-discovery process. You can follow up with a list of tips, recommendations, and resources based on their quiz personality type.

No matter what your niche is, you can come up with engaging personalities that your audience will love. Elissa Carden, an Etsy business educator, uses her quiz to show visitors how they can sell Etsy products in a way that feels natural to them with fun personality titles like “The Interpersonal Genius.” This kind of information is really valuable to creatives who sometimes have a hard time selling what they make.

What's your Etsy seller style? quiz cover

Melissa Morgner, a doTERRA consultant and essential oils educator, wanted to stand out from other consultants so she created a personality quiz to help audience members figure out their healthy habit personality. The whole quiz is written with a casual and fun brand voice, making it that much more enjoyable for people to take her quiz.

What's your Healthy Habit personality? quiz cover

Assessment quizzes: If you’d rather test your audience’s knowledge on a specific subject or assess how ready they are to work with you, an assessment quiz might be exactly what you’re looking for. Also known as multiple-choice quizzes, an assessment quiz will help you give your audience recommendations based on how they answered the quiz questions.

Business strategist Karem Mises decided to create an assessment quiz so her audience understands what next steps they need to take in their business in order to reach maximum growth. When someone completes the quiz, they’ll receive a personalized business roadmap with all of the goals and strategies they need to take their business to the next level.

What are the right next steps for your business? quiz cover
Karem Mises uses an assessment quiz to prepare her visitors to work with her

Chelsea Elise, a self-proclaimed clarity coach, helps her audience assess what is holding them back from creating their dream life with her assessment quiz. After someone takes the quiz, they can take action with the CTA button to book a free 20 minute discovery call with her to learn more about how to improve their life with the quiz results in mind.

What's holding your back from your dream? quiz cover

Scored quizzes: With a scored quiz, you’ll use a similar multiple-choice format but this time, there will be a correct answer. As your quiz taker answers questions, they will be scored based on how many correct answers they get. This is a great way to test your audience’s knowledge, but make sure that you write quiz result descriptions that are upbeat and positive even for the low-scoring people. You want people to walk away feeling empowered to make a change rather than thinking negatively about themselves because of their score.

Have fun with your scored quiz! Andrea Palten, a marketing coach, sure did with her 80’s singer-inspired quiz. It feels like a personality quiz because the singer-based quiz results, BUT it really is a scored quiz because it tests her audience’s knowledge of marketing strategies and terms. The quiz description gives a number of correct answers along with a short description on what the score means for the quiz taker.

Madonna "You're a Superstar baby" quiz results

For something different, the American Red Cross created a scored quiz in order to assess how well-prepared someone is during a fire emergency. As someone goes through the quiz, they are able to see what the correct answers are. At the end, it gives a correct score they earned with a list of tips to review so they know what to do in case of a fire.

Fire safety review quiz results

Do you have a quiz type in mind that you want to use? Excellent!

You’re ready to start building your quiz. Before you take another step, be sure to sign up for your free trial with Interact! It will make it easier to follow along with these tips if you can build your quiz inside the platform from day one.

Here is the step-by-step quiz building workflow you will want to follow. Since you already have an idea of what your quiz topic will be based on what you are selling what your niche is, keep that in mind as we complete the rest of these steps.

Choose a quiz title: The first thing to grab your audience’s attention will be your title. It’s best to write it in a question format so the visitor is even more intrigued to answer the question by taking your quiz.

You can use one of our simple quiz title formulas to create your title:

  • What’s Your _____ Personality?
  • What Type of _____ Are You?
  • What’s Your _____ Style?
  • How Much Do You Know About _____?
  • Are You Ready For _____?

Seriously, that’s all you need! There’s no need to add any other details. Keep it short and sweet. If you want to tell your audience more about what they’ll receive after taking the quiz, you can put it in the description copy that goes right underneath your quiz title and imagery on the quiz cover page.

Read more: The Best Quiz Titles For Every Kind of Business

What's your entrepreneurial superpower? quiz cover
What type of #momboss are you? quiz cover
What's your eating personality? quiz cover

Create unique quiz results: Writing personality descriptions and quiz results that resonate with your quiz takers starts with defining your customer personas. These audience-informed personas can be used to thoughtfully segment your audience into subgroups.

For each of the personas, you can create a quiz personality result that ties into it and write a concise yet value-packed description. The personality description can include what traits your audience has, what their interests are, what their most common problems are, and the best tips or recommendations you have for them.

We recommend choosing about three to five quiz result options. This is so you don’t make too much work for yourself or overwhelm your audience with lots of options.

Try to keep your personality descriptions to three or four sentences long unless you are planning to create custom landing pages for each of your quiz results. (Here are two examples of landing pages from Chanteuse Marie and TONIC Site Shop if you want to grab some inspiration.)

Here is a template you can customize for your own quiz results:

As a [Personality Type], you’re known for being [Trait 1], [Trait 2], and sometimes a little [Trait 3]. You’re driven by [Value 1] and value [Value 2]. You are focused on accomplishing [Goal 1] so you can [Desired Outcome 1], but you’ve been struggling with [Problem] along the way. I’ll show you how to [Goal 2] so you can achieve [Desired Outcome 2] – check your inbox for more details!

Read more: How to Create Customer Personas For a Personality Quiz

Free Spirit quiz results
Budding mental health in the workplace practitioner
Superpower: magic touch quiz cover

Write insightful quiz questions and answers: Now that you have your quiz result options outlined, you’re able to move on to creating quiz questions and answers. You might be wondering why this step didn’t come first. Even though your audience member will see the questions and answers before they are given a result, it makes it easier for you to write answers when you know what quiz result option will relate with each one.

Think of it as reverse engineering your way toward a more valuable quiz. Depending on the number of quiz result options you have, you will choose to have that many possible answers for each question. Inside Interact, you’ll be able to connect each answer with its corresponding quiz result, which we call your quiz logic. For more information, here’s a how-to guide on setting up your quiz logic.

It’s best if your quiz has around seven to ten questions. If you have too few, you may not gather enough data from your audience. If you have too many, quiz takers may not make it all the way through your quiz.

With each quiz question, try to create unique answers that fit with the quiz results you’ve already chosen. This is a great place to inject more of your brand personality! Make it enjoyable for people to read and interact with your quiz.

Read more: Exactly How to Write Quiz Questions and Answers From Scratch

How much time do you devote to self-care each week? quiz
Who is your brand spokesperson? quiz question with celebrity and fictional characters images
How do you work the best? quiz question

Read more: Everything You Need to Know to Launch Your First Quiz

Great job on completing all of your quiz content! 

You’re now free to set up your quiz inside Interact and move on to the next step. 

If you need more help with setting up your quiz, read our help guide for more information or watch this YouTube video tutorial from Yes to Tech on exactly how to create a quiz. 

For now, let’s start the next step: writing an email sequence!

Write an email sequence that fits your marketing funnel

The true power of your marketing funnel will be found in your follow-up email sequence. Once your quiz is generating leads on autopilot, it’ll be even more important for you to have a series of emails that are personalized to each quiz personality or result. 

The beginning of your email sequence should:

  • Welcome new subscribers to your email list community 
  • Explain in more detail about their quiz results and how it impacts them
  • Educate subscribers on your niche topic (relating to the quiz)
  • Personalize your recommendations and suggestions based on their quiz results
  • Build trust through your valuable educational content 
  • Engage with new subscribers by treating your emails like a conversation

Once you’ve accomplished those things through your first few emails, then you’re able to focus on the goals that relate to selling your offer. 

Introduce your subscriber’s problem or pain point: If you don’t locate what your audience’s struggle is, you’ll have a hard time positioning your offer as the best solution. When you introduce the pain point they know all too well, you’ll be able to make a stronger connection because it shows you understand them and have been exactly where they are now. Keep these problems in mind as you write the rest of your emails. 

Share personal success stories: People want to know if you’ve encountered the same problems they have and what you did instead. How did you overcome the pain points that are keeping them from success? This is why sharing your personal stories are so important. New subscribers want to learn more about you and how you got to where you are now. Most likely, they’ll want to be a similar place, which is why they want to learn from you. 

Share case studies from past clients or customers: It’s one thing to achieve success for yourself and eliminate a problem, but it’s another to help someone else do the same. This is where case studies come in. If you can show exactly how a past client or customer went from point A to point B, you’ll show what is possible for your subscribers.

Highlight the benefits of your offer: It’s important to lead with the benefits of your offer before its features (which we’ll talk about next) because people want to know what the offer can do for them. How will it change their life or business? What kind of results can they achieve with it? What will their life or business look like after investing in the offer? These are the questions that will help you unlock the benefits of your offer.

Share the features: Once you’ve listed all of the benefits, both tangible and intangible, you’ll be able to highlight the deliverables inside your package or product. We call these the features of your offering because they describe what your subscriber will get access to right when they invest. You can usually put these in an easy-to-skim bulleted list so it doesn’t take away from the rest of your sales copy.

Include favorable testimonials: When someone else recommends your product or service, it’s a stronger motivator than you simply recommending your own offering. If you can include impressive statistics, that’s even better.

Pitch your offer: In a series of soft and hard pitches, you’ll introduce your offer and explain how investing in it will help your subscribers. It’s important to confidently talk about your offer because you want to position it as THE solution for your potential customer or client. When you effectively communicate the value behind what you’re offering, it will strengthen your pitch and help your subscribers move through your marketing funnel toward the intent, evaluation, and purchase stage of the customer journey.

As you can see, your email sequence is going to do a LOT of the selling for you! 

You might be wondering how you put all of these pieces together in a way that guides your subscribers through your marketing funnel without overwhelming them with information. 

By following our easy quiz marketing funnel email sequence outline, you’ll be able to create a converting email series that accomplishes all of these goals in no time. 

Quiz opt-in autoresponder flowchart

Instead of starting from scratch, feel free to use our fill-in-the-blank formulas and scripts to get started. 

Let’s begin with the very first email.

Email #1: Give more information on their quiz results and welcome new subscribers (Delivered immediately after taking your quiz)

Hey [Subscriber’s name here],

Thanks again for taking my [Name of quiz] quiz!

In case you need a quick refresher, here were your quiz results:

[Copy and paste your quiz results description]

Does that still sound like you? I thought so!

Here are a few things I didn’t have room to say about your quiz results inside the description. You’re going to feel like I can read your mind at the end of this!

  • [Quiz result point 1: What traits, habits, or motivations this person has]
  • [Quiz result point 2: What problems they typically encounter because of this]
  • [Quiz result point 3: Where they would ideally like to be vs. where they are now]

See what I mean?

The way to harness your [Title of quiz result type] superpower is to [Strategy recommendation 1] and [Strategy recommendation 2].

Only then can you achieve [Desired outcome 1] and [Desired outcome 2].

Now I’ve got you intrigued. 🙂

Stay tuned in the next few days to learn more!

Until then, 

[Your name here]

Email #2: Share relevant, personalized tips and recommendations based on quiz results (Delivered 3 days after the first email)

Hey [Subscriber’s name here],

It’s cool that you know you’re a [Title of quiz result type] and all, but you might be wondering what you actually do with this information.

How can it change your [life/business/etc.]?

How will it make you a better [Goal 1] and [Goal 2]?

It starts with taking what you learned about your quiz results in the last email (revisit it if you need a refresher!) and implementing it into your [life/business/etc.] with these tips.

[Explain at least three tips in full detail. Give recommendations that are so valuable, someone would be willing to pay for them. Make these personalized to each quiz type.]

  • [Tip 1]
  • [Tip 2]
  • [Tip 3]

I challenge you to complete at least ONE of these action steps. All you need is [length of time] and [Defining trait], two things you already have.

What are you waiting for? Get going!

When you’re done, hit reply and let me know how it went.

I’ll be here to celebrate with you when you’re ready. 🙂


[Your name here]

Email #3: Introduce yourself, your offer, and share a relatable story (Delivered 3 days after the last email)

Hey [Subscriber’s name here],

How did the challenge in the last email go?

Hopefully you’re starting to see how you can harness your gifts and talents as a [Title of quiz result type] to create lasting change in your [Life/business/etc.].

I’m all about seeing you transform your approach to [Niche topic], mostly because I did the same thing [Length of time] ago. And it changed everything for me.

But silly me, I got carried away with all of these tips and tricks that I forgot to introduce myself!

[Introduce yourself. Give an idea of who you are, who you help, and what you help them with. Don’t introduce your offer just yet, but you can hint at what you specialize in with this section.]

I love seeing [People you serve] achieve [Desired outcome] by putting in the work, shifting their focus, and learning how to [Thing you teach or help with].

I’m passionate about helping you with [Other thing you help with] because I used to struggle with it too.

[Share a personal story of when you had the same problem that your subscribers are in the middle of. Explain how it affected you and what steps you took to overcome it.]

It wasn’t easy, but when I focused on [Goal], I was able to find my footing again.

Maybe you’re in the same place, struggling with [Problem 1] and [Problem 2]. Maybe you’re unsure of where to turn (or who to turn to) but you know you want your [Life/business/etc.] to look different a year from now.

Well, you just gained a friend for the journey ahead!

(And yes, I’m talking about me!)

Let’s change the way we look at [Life/business,etc.] together, shall we?

Cheering you on,

[Your name here]

PS: I work with [Title of quiz result type] just like you on [Goal 1] and [Goal 2] so they can [Desired outcome] in less time and with less hassle. Interested in learning more? Click here to browse through my services.

Email #4: Sell your offering and highlight testimonials (Delivered 5 days after the last email)

Hey [Subscriber’s name here],

Raise your hand if any of these sound familiar:

  • [Pain point 1]
  • [Pain point 2]
  • [Paint point 3]
  • All of the above

There’s one thing we both know for sure: the path to achieving [Goal] has been filled with twists and turns you never expected.

But you don’t have to sacrifice [Value 1] and [Value 2] to get to [Desired outcome].

I want to ask you something…

What if [Explain a situation that allows subscribers to feel better about the road ahead]? 

What if you struggle with [Pain point] was meant to HELP you rather than hurt you all along, you just couldn’t see it because of all the [Pain points] standing in the way?


That’s what my [Offering] is all about.

[Add your link here]

Inside the [Offering], you’ll learn how to:

  • [Benefit 1]
  • [Benefit 2]
  • [Benefit 3]

It’s exactly what happened for my past client, [Client name here]. [Briefly explain what your past client was struggling with, relate it to the subscriber, and talk about how you helped them achieve the results they were looking for.]

It CAN work for you, too!

Here’s what she had to say about [Offering]:

“[Include a testimonial from the past client here. Try to keep it around three to four sentences long if possible. You can also add a photo of them to increase the social proof.]”

When you sign up for my [Offering], you’ll also get access to:

  • [Feature 1]
  • [Feature 2]
  • [Feature 3]

[Add your link here]

[Explain any more details about how many people you work with, how often you work with them, what is included in the packages, and anything else you think is relevant for your sales pitch. This is your final sales push, so make it count!]

I can’t wait to work with you!

We’ll be a dream team.


[Your name here]

That wasn’t so hard, right?

Once you replace the fill-in-the-blank formulas with your own words and customize the prompts to fit your unique brand voice, you’ll see your email sequence come together in no time!

The last thing to focus on is your email subject lines. Your subject line is the first thing subscribers will see in their inbox. People won’t see your well-crafted sales pitch if they don’t first open your emails.

Here is what we recommend doing with subject lines:

Now you’re ready to set up your email sequence inside your email service provider (ESP). Click here to see which ESPs integrate with Interact. If they are on our integrations list, you’ll be able to easily connect your personalized email sequence with each of the quiz results inside Interact.

We have a full archive of how-to guides on successfully connecting each integrated ESP with our quiz building platform. Click here to find your help guide.

Putting all of the pieces of your quiz marketing funnel together

Enough about tech!

Let’s celebrate that after you’ve completed these steps, you’ll have a fully functioning marketing funnel. WOOOO!


If you’ve been reading through this guide and haven’t signed up for your Interact account, do it right now.

You have all the knowledge to make your marketing funnel a game changer in your business.

There’s no better time to start than right NOW!

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