Challenge
A wellness brand needed to capture health assessment data from prospects and automatically sync it to customer profiles for targeted marketing campaigns. The challenge was connecting quiz responses to WordPress user accounts while handling both registered users and anonymous respondents who might register later.
Without that connection, quiz data stayed trapped in the quiz platform. Marketing teams exported responses manually and imported them to customer records – an error-prone process that couldn’t keep up with volume. Responses from visitors who hadn’t yet created accounts were simply abandoned.
Solution
84EM built a custom integration that connects the quiz platform with WordPress to sync health assessment responses to user profiles automatically. The system captures data from both existing customers and anonymous quiz takers, ensuring no responses are lost.
For existing users, responses immediately save to their profile. For anonymous respondents, data is stored temporarily and automatically migrates to their profile when they create an account.
Key Capabilities
- Automatic profile synchronization. Quiz responses are matched to existing user accounts by email and assessment data is saved directly to their profile metadata.
- Deferred data mapping. Quiz responses from anonymous respondents are stored temporarily and automatically transferred to the user’s profile upon account creation.
- Secure data transmission. Authenticated endpoints and validation prevent overwriting critical system fields.
Results
The integration eliminated manual data entry between the quiz platform and customer profiles. Marketing teams gained immediate access to assessment data for email segmentation and personalized product recommendations – a workflow that previously required exporting and importing data between systems.
The deferred mapping system ensured zero data loss from anonymous visitors. Quiz responses from prospects who hadn’t yet created accounts were preserved and automatically connected when they registered, which had been impossible with the previous manual process. This captured a significant segment of quiz completions that would have otherwise been disconnected from any customer record.
Marketing teams could now build targeted campaigns based on wellness goals identified in the assessment. Email segmentation that previously required manual tagging or guesswork was now driven by actual assessment data, improving the relevance of product recommendations and follow-up sequences.
