Quizzes overview

HoopAI’s quiz builder lets you create interactive, scored assessments that collect contact information, evaluate answers against a point system, and present a personalized results page based on how the respondent scores. Quizzes are one of the most effective tools for lead qualification and audience segmentation because they create a high-engagement experience while revealing intent, knowledge level, or fit.

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How quizzes work

A quiz is structured similarly to a multi-slide survey, with one key addition: each answer option carries a point value. When the respondent submits the quiz, HoopAI totals up the points and uses the score to place the respondent into a tier. Each tier has its own customized results page. The flow from the respondent’s perspective:

1. They see the quiz (either embedded on a page or via a shareable link).
2. They answer questions slide by slide, typically not knowing the point values.
3. They reach the final slide and submit.
4. A personalized results page appears based on their score tier.

From your perspective, the submission creates or updates a contact in the CRM, stores the score, maps it to a custom field, and can trigger automated follow-up sequences tailored to each tier.

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Building a quiz

Navigate to Sites > Quizzes > Builder to create a new quiz. The builder uses the same drag-and-drop interface as forms and surveys. Available question types:

• Single choice (radio buttons) — one answer per question
• Multiple choice (checkboxes) — multiple answers per question
• Yes / No — a two-option single choice question
• Short answer — open text (not scored, used for collecting information)
• Long answer — multi-line text (not scored)
• Dropdown — single-select dropdown (scoreable)
• Rating — visual icon scale (scoreable)

You can also add non-question elements: headings, paragraph text, images, and personal information fields (name, email, phone) to collect the contact’s details mid-quiz before revealing the results.

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Assigning point values to answers

For each scoreable question, click an answer option to reveal the Points field. Enter a positive integer. HoopAI totals all selected points across all questions to produce the final score. Example: Question: “How many years of experience do you have with strength training?”

• Less than 1 year → 1 point
• 1–3 years → 2 points
• 3–7 years → 3 points
• More than 7 years → 4 points

A respondent who answers “3–7 years” receives 3 points for this question. Their total score across all questions determines their tier.

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Score tiers

Score tiers define the ranges that map to different results. To configure tiers:

1. Open the Score settings panel in the quiz builder.
2. Click Add Tier.
3. Set a minimum and maximum score for each tier.
4. Give each tier a name (e.g., “Beginner,” “Intermediate,” “Advanced”) or a label that matches your branding (e.g., “Seed,” “Growth,” “Scale”).

Tiers must cover the full possible score range without gaps. For example, if your quiz can produce scores from 0 to 20, your tiers might be 0–6, 7–13, and 14–20.

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Results pages

Each tier has its own results page that is shown to the respondent immediately after submission. Results pages support: Customizable header A headline that addresses the respondent by their tier — for example, “You’re a Beginner! Here’s your plan.” Dynamic content block Body copy, bullet points, or HTML that appears only for respondents in this tier. This is where you deliver the personalized insight, recommendation, or next step. Color coding Each tier can have a distinct color applied to its results page header and accents, creating a visually distinct experience per tier. Call-to-action button A button with a label and destination URL specific to this tier. Route different tiers to different landing pages, booking links, or resource downloads. Footer section An optional lower section for additional context, disclaimers, or secondary links.

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Storing scores in the CRM

Quiz scores are automatically available as a field value on the submission. To store the score on the contact record for use in segmentation and automations:

1. Create a custom contact field of type Number (name it something like “Quiz Score — [Quiz Name]”).
2. In the quiz settings, map the score output to this custom field.
3. After submission, the contact’s record will include their score value.

If the custom field name contains the word “score,” HoopAI automatically treats it as a numeric scoring field, which simplifies the mapping.

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Category-based scoring

In addition to a single total score, you can configure category scores — separate point totals for subgroups of questions. For example, a business readiness quiz might score respondents separately on Marketing, Operations, and Sales readiness, then show tier results for each category individually. To set up category scoring:

1. Group questions into categories in the question settings.
2. Configure separate tier definitions for each category.
3. The results page can display each category score and its corresponding tier messaging.

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Automating based on quiz results

Use the Form Submitted workflow trigger with a quiz to launch automations after submission. In the workflow, add an If/Else branch that checks the value of the custom score field:

• If score is greater than or equal to 15 → enroll in the “Advanced” email sequence, tag “Quiz: Advanced”
• If score is between 8 and 14 → enroll in the “Intermediate” sequence, tag “Quiz: Intermediate”
• If score is less than 8 → enroll in the “Beginner” sequence, assign a team member for a personal outreach

This allows each score tier to receive a completely different follow-up experience automatically.

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Bulk importing questions via CSV

If you have a large number of quiz questions, you can import them from a CSV file instead of entering them one by one in the builder. The CSV must follow the required format with columns for question text, answer options, and point values. Download the CSV template from the quiz builder’s import panel.

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Quiz scoring and categories

HoopAI quizzes support two scoring models:

• Total score — a single cumulative score across all questions. Use this for assessments with a clear linear progression (beginner to advanced, low fit to high fit).
• Category scores — separate scores for different question groups. Use this for personality-style quizzes, multi-dimensional assessments, or skill evaluations that measure multiple attributes independently.

You can use both models simultaneously — a total score for overall placement plus category scores for detailed breakdowns.

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Personality-style quizzes

For personality-style quizzes (e.g., “What type of entrepreneur are you?”), use category-based scoring with a highest-category or lowest-category result logic:

1. Create categories that correspond to personality types or outcomes (e.g., “Builder,” “Visionary,” “Connector,” “Analyst”)
2. Assign each answer option to a category with point values
3. The quiz result shows the category where the respondent scored highest (or lowest, depending on your configuration)
4. Each category has its own results page with tailored messaging and CTA

This model works well for quizzes where there is no “right” or “wrong” answer — only different outcome profiles.

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Dynamic result messages based on score

Results pages can display dynamic content that changes based on the respondent’s exact score, not just their tier:

• Use merge tags to insert the actual score number into the results page headline or body text (e.g., “You scored out of 20!”)
• Configure conditional content blocks that show or hide based on score ranges
• Personalize the CTA button — route high scorers to a booking page and low scorers to a resource download

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Quiz template library

The quiz builder includes a library of pre-built quiz templates organized by industry and use case:

1. Navigate to Sites > Quizzes and click + New Quiz
2. Browse the template library or search by keyword
3. Preview a template to see its questions, scoring, and results pages
4. Click Use Template to create a copy in your account
5. Customize questions, answers, point values, and results pages to match your business

Templates provide a fast starting point — modify the content and scoring to fit your specific audience and goals.

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Customizing quiz result pages

Each score tier (or category result) has a dedicated results page. Customize it with:

• Headline — address the respondent by their result (use merge tags for the score or category name)
• Body content — detailed explanation, recommendations, or next steps
• Images or video — add visual content to make the result feel premium
• CTA button — link to a booking page, resource download, checkout page, or any URL
• Color theme — assign a unique color to each result for visual differentiation
• Social sharing — enable share buttons so respondents can share their result

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Map quiz results to CRM custom fields

Store quiz data on the contact record for segmentation and automation: