Asking for contact details

Which fields the contact step asks for, where it sits, what is required, and what happens if someone retakes the quiz.

Owners and Makers

Before or after the score

Two orders, one setting. Ask before the score and every completion produces a lead, but fewer people finish. Ask after and completion rises, while some people take their score and leave.

SETTING	WHAT THE RESPONDENT SEES
Email required first	The contact step blocks the result. "Your email is asked at the end" on the intro.
Email optional	The score appears either way, with the email asked as a way to receive it. "No email needed to see your score."

The workspace default lives under Settings → Lead delivery; each quiz can override it.

Fields

Results → Contact step is the form editor. Each field has two switches: whether it is asked at all, and whether it has to be filled in. Switching a field off clears its Required box, because a field nobody is shown cannot be mandatory.

FIELD	CAN BE SWITCHED OFF	CAN BE REQUIRED
Work email	—	—
Name	✓	✓
Company	✓	✓
Phone	✓	✓

Email has no switch — it identifies the lead, it is where the result is sent, and a retake is matched on it. It can be validated against free-mail domains, so gmail and hotmail addresses are refused.
Phone is off by default. When it is on, the field is a tel input, so a phone shows the keypad and the browser can autofill it, and the number appears on the lead as a tap-to-call link, in the lead alert email, and in every export.
Consent — a tick box, on by default at workspace level, with your own wording and a link to your privacy notice.

Every field you add costs completions, and a required field costs more than an optional one. Ask for a phone number when someone is going to ring it. Whatever you collect, you are the controller of it — make sure your consent wording and privacy notice cover the fields you switched on.

The form is the contract: a field the quiz does not ask for is not stored even if a value is posted to the API, so switching Phone off stops collection immediately. Numbers already collected stay on the leads that have them until those leads are deleted or pass your retention window.

Retakes

Off by default: a second submission from the same address updates the existing lead rather than creating a duplicate. Turn retakes on for a quiz people are meant to revisit — a readiness check they run each quarter, say.

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