Creating a quiz flow

A quiz flow is a series of questions that guides your customers to receive personalized product recommendations based on their answers. We recommend creating quiz flows that are tailored to a specific collection of products in your store or a specific need that your customers have.

With our app, you can create as many quiz flows as you want, whether you're using the free or paid plan. There are two main ways to start creating your quiz flow: using our powerful AI integration or by creating it manually. This article will walk you though creating a quiz flow manually. If you want to learn more about generating quiz flows using AI, check out our other article.

Create New Flow

To start off, head over to the Flows tab and click the New Quiz Flow button. Give your quiz a name being mindful that this will also be the quiz slug and visible to all your customers.
Clicking Create will redirect you to the Quiz Flow Editor where you can build, customize and preview your quiz.

To add your first question simply start typing it over the grey help text that reads  ‘Your question here…’ .

Under question options, you can select if you want the question to have single or multiple-choice answers. You can also add fun emojis to your answers or upload images where you feel these would work nicely with the answer options.

By default, all questions are required to be answered. You can also select if you want your quiz to go to the next question when an answer is selected or if you want your customers to manually click the next question button. You can also remove the question if it was added by mistake.

Click the Add answer button and begin writing these over the grey ‘answer here’ help text. Both answers and questions have optional descriptions that you can use to provide more details and further explanations.

Logic jumps can be found on the left-hand side menu. These are essentially quiz decision trees that allow your customers to move through the quiz in a logical order based on previous answers that they’ve given.

For example, we’re looking to create an apparel quiz and our first question asks our customers to choose what they’re interested in buying: Shoes, Bottoms or Tops. If the customer chooses shoes, we have two additional questions we want to ask them about the style of shoes and brand preference before making any product recommendations. We also need to do the same for Bottoms and Tops and we do this by configuring logic jumps.

Customize and Brand your Quiz

On the left-hand side menu, at the top of your generated quiz answers, you’ll see the Welcome Page that you can use to introduce your quiz. You can select from 6 layout templates and upload images, gifs or videos.

Below the questions in the left-hand side menu, you’ll find the email capture page.  Here you can change the wording to better reflect your brand and encourage your customers to get their quiz results straight to their inbox.

On the results page, you can customize settings that:

  • allow you to display product reviews through Yotpo or Judge Me integrations

  • allow you to display and continue selling products even when these are out of stock

  • determine how many results get displayed and how they get sorted.

The theme settings allow you to brand your flow. You can use this section to change the accent color of your quiz buttons or the background color fully and completely customize the CSS.

You can translate the quiz into any chosen language, change the default wording of quiz elements such as buttons and headings, change the font and upload your logo.

Add Results

You’re now ready to add results. Each answer you’ve given will come with two sections: Matched Results (products that match the answer) and Excluded Products (products that should not be recommended AT ALL if that one particular answer is selected).

For a more detailed explanation of the quiz logic and a more complete understating of linking products as well as the excluded products mechanic, please check out this article.

To start adding products for each answer click Link Products. You can filter the products in your store by their title, using the search bar, product type, Collection and tags. You can select multiple products that match your search criteria and link them in bulk.

Set up Notifications and personalized results emails

Notifications are the emails that your customers receive once they complete the quiz. You can integrate your existing Klaviyo or Mailchimp accounts or alternatively, use the built-in PPF emails.

Please check out the tutorials in our help center to learn more about how you can leverage the 0-party data collected from the quiz and generate powerful marketing campaigns as well as how to send your customers personalized emails with their quiz results using our powerful Klaviyo Integration.

If you’re looking to set up PPF emails the first step is clicking Connect. From this page, you’ll be able to edit the look and content of your quiz recommendation email, add your logo as well as send a test email out to make sure it all looks and reads as expected before going live. For more information please check out this article.

Settings

From Settings you can change the quiz name and slug as well as add your Facebook pixel tracking code.

You can also add metadata such title, description and image as well as a Favicon to improve SEO when sharing your quiz URL on social media platforms.

Publish Your Quiz

Your quiz is now ready to Publish. Before going live, use the preview button at the top of the editor to see how your quiz will look.

Once published, there are two options available to add your quiz to the website:

You can use the URL to create a dedicated quiz page or redirect your customers to the quiz using a button in your store.

Alternatively, you can embed the quiz directly into your theme editor using the key generated and app blocks. Please note this option is only compatible with a Shopify 2.0 themes.

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