How to Set Up and Use Quizzes

The Key Steps


Quizzes are a powerful way to recommend programs and generate leads. This guide walks through how to edit a quiz, configure logic and recommendations, embed it on your site, and review submissions.

  • Access the Quiz Tool

    1. In your website backend, go to Tools → Quizzes.
    2. You’ll see a pre-built quiz (Program Recommendations) that you can use immediately or customize.

    Edit Quiz Basics

    1. Click into the quiz.
    2. At the top, you can:
      • Change the Quiz Name
      • Copy the Quiz Shortcode (used to embed the quiz on pages or link it to buttons)

    Configure Quiz Settings

    Scroll down to the Settings section to adjust:
    • Background color
    • What happens after someone submits the quiz
    • Redirect behavior after signup
    • Notification message sent to the user
    • Email notification sent to you when someone submits

    Build & Customize Quiz Questions

    Under the Quiz Configuration tab:
    1. Edit each question’s text.
    2. Add answer options users can select.
    3. Choose the answer layout/type:
      • Single choice
      • Multiple choice
    4. Add Conditional Logic:
      • Show or hide questions based on how a previous question was answered
      • Example: Only show this question if “My child is 3–5” is selected
    5. Continue adding questions as needed.
    All responses are collected when the form is submitted.

    Set Up Program Recommendations

    Under the Program Recommendations section:
    1. Select which program should be recommended (e.g., Kids Martial Arts, Teens, Adults).
    2. Define the answer conditions that trigger each recommendation.
      • Example:
        • If the answer is “My child is 3–5” or “My child is 6–12” → Recommend Kids Martial Arts
        • If the answer is “Myself” → Recommend Adult Program
    3. Each recommendation displays:
      • The recommended program
      • A button that sends users to the specific offer or signup page for that program
    Note: The default recommendations are already pre-built, but you can make them more advanced if needed.

    View Quiz Submissions

    1. At the top of the quiz, go to Submissions.
    2. You can:
      • See who has completed the quiz
      • Click View Details to review answers
    3. You’ll also receive an email notification with the submission details for follow-up.

    Use Cases

    Add the Quiz to a Convert Page

    1. Copy the Quiz Shortcode.
    2. Go to Tools → Convert Pages.
    3. Create a new Convert Page or open an existing one.
    4. Add a Content Centered (or similar) block.
    5. Paste the quiz shortcode into a text area.
    6. Save the page.
    This creates a dedicated quiz URL you can share.

    Use the Quiz URL Across Your Site

    You can now:
    • Link the quiz URL to buttons
    • Add it to your navigation bar (Global Elements)
    • Share the URL directly in emails, ads, or messages
    Example:
    • Navigation button: “Which Program Is Best?”
    • Clicking it opens the quiz page.

    Test the Full Flow

    1. Visit the quiz page.
    2. Complete the quiz.
    3. Enter contact information.
    4. Confirm:
      • The correct program is recommended
      • The button links to the correct offer
      • You receive the submission and email notification

    Why Use Quizzes?

    • Proven way to generate leads
    • Provides personalized program recommendations
    • Creates a smooth path from interest → opt-in → offer
    If you have any questions or want help customizing your quiz further, contact Support.Here is a video walking through these steps:



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