Automate a Quiz submission action

Automate the sending of emails and other actions following quiz submission with CrocoClick to optimize your workflows.

Written By CrocoTeam

Last updated 2 months ago

The Quiz Submission Trigger feature allows you to automatically trigger actions as soon as a quiz is completed. This solution helps businesses, trainers, and marketers streamline engagement, automate responses, and optimize quiz-based interactions.

Examples of use: Send a personalized email based on quiz results, segment contacts based on their scores, etc.

How does it work?

When the quiz is completed, the trigger is activated, allowing you to:

  • Conditional filtering: Apply specific conditions (e.g., quiz name, score thresholds, or category-based scores) to determine when the trigger should activate.

  • Automated actions: Send emails, text messages, assign tasks, or initiate other workflow steps.

  • Seamless integration: Connect with your CRM, marketing automation, or lead management tools.

Step-by-step guide

Step 1: Access automation settings

  • Log in to your CrocoClick account.

  • Go to the Automation section.

  • Click + Create Workflow or edit an existing workflow.

Step 2: Add the quiz submission trigger

  • Click Add new trigger to add a trigger.

  • Select Quiz Submitted from the list of available triggers.

Step 3: Set the conditions

  • Specify filters to determine when the trigger should activate, for example:

    • Quiz Name: Select the specific quiz.

    • Score Thresholds: Set minimum or maximum score conditions.

    • Scores by Category: Apply logic based on answers in different sections of the quiz.

Step 4: Configure automated actions

Once the trigger conditions have been defined, configure the actions that will be triggered automatically:

  • Send an Email: Schedule personalized emails to be sent based on the scores obtained.

  • Send an SMS: Notify users immediately via SMS after submission.

  • Assign a Task: Create a follow-up task for your team.

  • Add a tag: Add a tag to the contact based on the quiz results.

Step 5: Save and activate the automation

  • Click Save to save your automation.

  • Activate it so that automated actions are triggered as soon as a quiz is submitted.

Practical use cases

  • Personalized feedback for learners: Automatically send feedback emails based on scores, helping learners improve their performance.

  • Lead segmentation and scoring: Classify participants into different categories based on their scores and update your CRM data for targeted marketing campaigns.

  • Training or product recommendations: Suggest relevant training or products based on quiz performance, improving engagement and conversions.

  • Automated follow-up for sales teams: Automatically assign high-scoring leads to the sales team for personalized follow-up.

  • Event participation tracking: Trigger actions to send certificates or rewards based on quiz results.

FAQ - Quiz Submission Trigger

Q: Can I trigger different actions based on scores?
A: Yes, it is possible to configure multiple conditions in the same workflow to trigger specific actions based on score ranges.

Q: Does this trigger work with all quizzes?
A: Absolutely, the trigger can be applied to any quiz created on the platform.

Q: Can I integrate this trigger with third-party tools?
A: Yes, you can connect the quiz submission trigger with external tools, such as CRM systems, email marketing platforms, and automation tools via integrations.

Q: Can I use multiple actions in the same workflow?
A: Yes, you can configure multiple actions (send emails, update the CRM, notify teams, etc.) in a single workflow based on the quiz results.