How to Create & Configure Quizzes

The Key Steps

  1. Open the Quizzes tool
    1. Go to Website → Tools → Quizzes in your CRM.
    2. Click Add New Quiz, or open an existing quiz to edit.
  2. Set basic quiz details
    1. Name your quiz and confirm its Published status.
    2. Note your Quiz Code/Shortcode—you’ll use this later when embedding.
    3. Configure Quiz Settings:
      • Colors/Branding: Choose the accent color used on buttons and highlights.
      • Default Button Text (optional): Text for the final call-to-action.
      • Default Redirect (optional): A fallback URL if a rule doesn’t set one.
      • Notification Email: Where submissions/alerts are sent.
      • Location: Associate the quiz with the correct location, if applicable.
  3. Build your questions (Quiz Configuration tab)
    1. Click Add Question for each step.
    2. Choose Single Choice or Multiple Choice and a Layout (e.g., 1–3 columns).
    3. Add answer text and optional images for each answer.
    4. Use Conditional Logic where needed:
      • Example: Show Question 2 only if “Who are these classes for?” = “My teen.”
  4. Create program recommendations (Program Recommendations tab)
    1. Click Add Rule to map answers → recommended program.
    2. Examples:
      • If age answers include 3–5 or 6–12 → recommend Kids Martial Arts.
      • If My teen → recommend Teens Martial Arts.
      • If Myself → recommend Adult Martial Arts.
    3. For each rule, set:
      • Button Text (e.g., Sign Up for a Trial).
      • Redirect URL (e.g., the relevant program’s sign-up page).
    4. Rule Priority (optional): Higher numbers = higher weight. Most setups can leave this at the default.
  5. Preview the experience
    1. Run through the quiz to confirm the flow and logic.
    2. Verify the results page shows the correct program and the CTA button goes to the right URL.
  6. Review submissions (Submissions tab)
    1. Each completion creates a new contact in your CRM with their answers.
    2. Open any submission to see the full details for personalized follow-up.

Here is a video walking through these steps:

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