How quizzes work
A quiz presents a series of questions. Each answer choice can be assigned a point value, a tag, or a routing path. When the quiz is complete, the respondent sees a result page (outcome) determined by their total score or answer pattern.Creating a quiz
Add questions
Create questions and add answer choices. For each choice you can assign:
- Score points — contribute to a total score used to determine the outcome
- Tag — automatically applied to the contact when this answer is selected
- Jump-to logic — route the respondent to a specific question or outcome based on this answer
Define outcomes
Outcomes are the result pages shown at the end. Create one outcome per score range or answer pattern:
- Set the score range that triggers each outcome (e.g. 0–5 = “Beginner”, 6–10 = “Intermediate”, 11–15 = “Expert”)
- Customize the headline, description, and call to action for each outcome
- Optionally redirect the respondent to a specific URL after showing the result
Add an opt-in gate (optional)
Insert an opt-in form step before or after the final result to capture the respondent’s email address. Gate the result behind the opt-in for maximum lead capture.
Customize appearance
Set the quiz theme, progress bar style, button colors, and fonts to match your brand.
Scoring and segmentation
Point-based scoring
Point-based scoring
Assign numeric point values to each answer choice. The total score determines which outcome the respondent sees. Use this for knowledge assessments, personality tests, or readiness scores.
Tag-based segmentation
Tag-based segmentation
Assign tags to answer choices. When a respondent picks that answer, the tag is added to their contact record. Use this to segment leads by interest, challenge, or preference without scoring.
Jump logic (branching)
Jump logic (branching)
Route respondents to different questions based on their answers. This creates a dynamic quiz experience where different segments see only the questions relevant to them.
Quiz automations
Use the Quiz Submitted trigger in Automations to:- Send a personalized follow-up email that references the outcome they received
- Add the contact to a pipeline stage based on their score
- Assign the contact to a specific team member for follow-up
- Start a nurture sequence tailored to their quiz result
All quiz responses, including individual answers and final outcomes, are stored in the contact record so your team can reference them during sales conversations.
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