Skip to help content
RightMessage

Identify contacts with an email question

You'll collect an email address during your quiz, connect answers to the visitor's contact record, and decide how to ask for consent.

Updated

View as Markdown

An Email question connects a visitor's answers to their contact record while keeping the conversation going. You can ask for their email, identify them, and continue to the next question in the same flow.

You'll need editing access to your project and a flow displayed by a widget on a site with the RightMessage snippet. Connect a supported email platform or CRM so RightMessage can identify contacts and send their answers there. Without that connection, the question can save an email response but can't identify the visitor.

Set up the email question

  1. Open Questions, choose New question, then Email.
  2. Write your question under What do you want to ask?.
  3. Keep Identify the visitor on.
  4. If your platform offers Contact action, choose how it should find or create the contact. For a form, list, or tag action, select at least one destination.
  5. Keep Suggest fixes for typos on to offer corrections for recognized email-domain typos.
  6. Keep Required on if visitors shouldn't be able to skip the question.
  7. Enter an Internal name you'll recognize later.

Available actions depend on your connected platform. The screenshot's demo provider supports only existing-contact lookup. If the editor says your platform can't create contacts from a question, it won't create a new subscriber. The Email question reference covers contact-action options, destination formats, defaults, and validation.

Tell visitors how you'll use their email address. Make the wording match what you intend to send them.

  1. Turn on Show a disclosure if you need explanatory text, then write it in Disclosure.
  2. Turn on Show a consent checkbox if identification should depend on the visitor checking it, then write the Checkbox label.
  3. Choose Create question to save it to your library.
Email question with identification, typo suggestions, disclosure, and consent checkbox settingsOriginal
Email question with identification, typo suggestions, disclosure, and consent checkbox settings

When the checkbox is unticked, RightMessage keeps the answer without identifying the visitor or sending data to your email platform. Required controls whether someone can skip the question. It doesn't force them to grant consent.

If you turn off Identify the visitor, RightMessage saves the email answer without using it to identify them and hides the identity-specific controls. Email Watcher doesn't override the question's identification or consent settings.

Put it in your flow

  1. Open your flow and add a Question node where you want to ask for an email address.
  2. Choose the Email question you saved, then Use in this flow.
  3. Add the next question after it.

An Email question is an input step, not a form that ends the conversation. When someone completes it, they can continue through ordinary flow routing. Forms use their own native Email field and submission behavior, rather than a linked Email question.

Check the question and contact record

Use the question-editor preview to check the wording, field layout, and typo suggestions. It won't create a contact. Follow testing your changes, then publish and submit on your live site using a test inbox you control. An example.com address in a screenshot isn't an inbox for checking delivery.

  1. Submit with a fresh test contact.
  2. Check the response and identification status in the question's Results and Activity tabs.
  3. Check the contact record and mapped answers in your email platform.
  4. Confirm that the flow reaches the next question.
  5. Repeat with an existing test contact.
  6. If you've added a consent checkbox, repeat with it unticked. Check that RightMessage keeps the response without identifying the visitor or updating the platform.

When the contact record has the answers you expect and the flow continues correctly, it's working. If a platform update fails, follow verify an integration change.

Still need a hand?

Tell us what you’re trying to do and where you’re getting stuck.

support@rightmessage.com