How to make a quiz with email capture in WordPress

A WordPress quiz with email capture is a quiz that asks for a name and email before it shows the result. The visitor gets an answer, and you get a lead who has already told you something about themselves. You can set it up in a few minutes on the Form tab of the Quizably builder.

This post is about the capture part only: where to put the form, what to ask, where the leads end up, and how to test it. For the full quiz build, see how to create a quiz in WordPress.

What a WordPress quiz with email capture does

Email capture means the quiz includes a form. The visitor fills it in, and the submission is saved on your WordPress site together with their quiz answers and result. In Quizably, the form has name and email fields, and it can appear before the quiz or right before the result. Other plugins differ here, so if you’re comparing, see what to look for in quiz plugin lead capture.

The reason it works is simple. People will type an email address for something they want, and a personal result is something they want. A generic “subscribe to our newsletter” box asks for the same address with no reward attached.

Step 1: Turn on the form

1. Open Quiz Builder and select your quiz.
2. Go to the Form tab.
3. Turn on lead capture.
4. Choose when the form appears, and whether it is required or skippable.
5. Choose the fields you want to ask for.

Then save and preview. The preview shows how the form looks between the questions and the result.

Step 2: Choose where the form appears

You have two positions, before the quiz or right before the result, and for most marketing quizzes I’d start with right before the result, when the visitor is invested and the ask feels fair. Where to put the email form in a quiz compares both positions and shows how to test them.

Step 3: Required or skippable

Required means the visitor must give an email to see the result. You collect more addresses. You also get more abandonment at that screen, and some people will type a fake address to get past it.

Skippable lets the visitor go straight to the result. You collect fewer emails, but the ones you get are more willing. It also feels more respectful, which matters if the quiz is a first impression of your brand.

A sensible default: make it required if the result is valuable and personal, like a recommendation with a detailed write-up. Make it skippable if the quiz is light and fun, or if you want people to share it. If you have the traffic, run one version for two weeks and the other for two weeks, and compare leads per quiz start. Change one thing at a time.

Step 4: Decide which fields to ask for

Quizably’s form collects a name and an email. Ask for both if you want to personalize follow-up emails (“Hi Sam”). Ask for only the email if you want the fewest barriers.

Every field you add is a small reason to leave. Phone numbers in particular make people hesitate, so skip them unless you will actually call. If you need more detail about the person, your quiz already gives it to you: their answers and result tell you more than a job title would.

Step 5: Consider double opt-in

Double opt-in sends a confirmation email after the form is submitted, and you turn it on in the Form tab under Advanced. The visitor still sees their result, but the lead stays Pending until they click the link. I’d turn it on for a list you’ll email every week, and how double opt-in works in a quiz covers the trade-offs and setup.

Step 6: Write the privacy wording

Put a short line near the form that says what happens with the email. Keep it plain. For example:

We will use your email to send your result and occasional tips. You can unsubscribe at any time.

Adjust it to match what you really do. If you will add people to a newsletter, say so. If you will only send the result, say that. Link to your privacy policy if you have one.

I am not a lawyer, and the rules depend on where your visitors live, so check what applies to you. The general principle holds everywhere: tell people the truth about what you will do with their address.

Where your leads appear

Every visitor who fills in the form goes into the Leads dashboard inside WordPress. From there you can:

• Search for a person by name or email
• Filter the list to narrow it down
• Export the leads as a CSV file, to open in a spreadsheet or import into another tool. It includes the result, score, UTM fields, double opt-in status and one column per question

Only users with the right capability in WordPress can view leads. The leads are stored on your own site, and visitor IP addresses are hashed before storage.

Get an email when someone submits

You can turn on an email notification to the site owner for submissions and leads. That is handy early on, when you want to see each new lead arrive, and to know the form works. If the volume grows, you can turn it off and rely on the dashboard or the webhook instead.

Send leads on with a webhook

The CSV export is fine for occasional use. For anything automatic, use the webhook on the Integrations tab. It posts JSON to a URL you choose, in the background so the visitor never waits, and retries a failed delivery a few times. The data includes the quiz, the result, the score, and the lead’s email and name. With a form you get two messages per visitor, marked by an event field: lead_captured and submission_completed. The completed one has everything, so act on that one.

Quizably does not connect to email services directly. Instead, you point the webhook at a tool such as Zapier or Make and build a short automation there. In general terms, the steps are:

1. Create a new automation that starts with a webhook trigger, and copy the URL it gives you.
2. Paste that URL into the webhook setting in Quizably.
3. Submit a test entry, so the automation receives a sample.
4. Add a step that sends the lead to your email tool, and map the fields.

Because the result travels with the lead, you can tag each person by result and send follow-up that matches it. If you are new to the idea, what a webhook is explains it in plain words. For a step-by-step Mailchimp example, see how to send quiz leads to Mailchimp with Zapier.

Test a submission before you publish

Do this yourself. Do not assume it works.

1. Take the quiz as a visitor, using a real email address you control.
2. Submit the form and check you reach the result.
3. Open the Leads dashboard and confirm your entry is there with the right name and email.
4. If you use double opt-in, check your inbox, open the confirmation email (and the spam folder, too) and click the link. Until then, the lead is in the Leads list and its detail panel shows Double opt-in as Pending. Afterwards it shows Verified, and the CSV says verified.
5. If you turned on notifications, check that the notification email arrived.
6. If you use a webhook, check the automation received the submission and that the fields map correctly.
7. Repeat the quiz on your phone.

If a confirmation or notification email does not arrive, the cause is often your site’s email sending rather than the quiz. WordPress sites that send mail without proper setup sometimes land in spam. An SMTP or email delivery plugin is a common fix, though the right choice depends on your host.

Common mistakes

• Asking too much. Name and email is enough for most quizzes.
• Putting the form before any reward. Try the end-of-quiz position first.
• No privacy line. It costs you trust and may break a rule.
• Never testing the whole path. A form that submits but never reaches your tool gives you nothing.
• Collecting emails and sending nothing. Plan the follow-up before you publish.

Next step

Open your quiz, go to the Form tab, and set the form to appear right before the result, with name and email only. Add your privacy line, run the test above, then publish. After you have some traffic, look at your quiz metrics to see how many finishers became leads. For the steps before and after the form, from choosing a goal to the follow-up emails, read the quiz marketing guide.