Quizzes — StudioM Platform Guide¶
Who this guide is for: Anyone who wants to create a scored, interactive quiz for lead generation, audience segmentation, or client assessment. Time to read: Approximately 8 minutes
What Are Quizzes?¶
Quizzes are interactive scored assessments — different from forms (which just collect information) and surveys (which gather opinions). A quiz assigns point values to each answer, tallies a final score, and shows a personalised result message based on where the score falls.
Common uses: - Lead qualification — "Score" incoming leads based on how they answer diagnostic questions - Audience segmentation — route prospects into different follow-up sequences based on their result - Service matching — help people identify which of your packages or services is right for them - Onboarding assessments — gather information about new clients in an engaging format - Engagement content — personality or style quizzes that get people invested and sharing
How to Get There¶
Navigate to: Sites (left sidebar) → Quizzes
How Quizzes Work¶
A quiz is made up of: 1. Questions — each with answer options that carry point values 2. Scoring categories — score ranges that each map to a different result message 3. Result page — what the respondent sees at the end, including their personalised message and a call to action
Example flow: - 8-question business assessment quiz - Each answer worth 1–4 points (max 32 points) - 3 scoring categories: Starter (0–11), Growing (12–22), Advanced (23–32) - Each category shows a different result message and a different call to action
Creating a Quiz¶
- Go to Sites → Quizzes
- Click + New Quiz
- Enter a Quiz Name (internal) and Quiz Title (shown to respondents)
- Add an optional description to appear before questions start
- Configure basic settings:
- Show Progress Bar — recommended; keeps respondents motivated
- One Question at a Time — recommended; more engaging than showing all at once
- Allow Back Navigation — lets respondents return to previous questions
- Click Save to enter the question builder
Question Types¶
| Type | What It Does |
|---|---|
| Multiple Choice (Single) | Respondent picks one answer; each answer has a point value |
| Multiple Choice (Multi-Select) | Respondent picks multiple answers; all selected points are summed |
| True / False | Binary choice with different points for each |
| Text Input | Free-text response; no points, but captured in the contact record |
| Rating Scale | Numeric rating (e.g., 1–10); the number selected = the points earned |
| Dropdown | One choice from a dropdown list; each option has a point value |
Adding Questions¶
- Click + Add Question
- Select the question type
- Write the question text
- Add answer options
- Assign point values to each answer option
- Optionally add an image to the question
Assigning Point Values¶
Each answer option has a Points field. Set the value for that answer — typically use a consistent scale (e.g., 1–4 per question) so scores are predictable.
Example:
"How many clients do you currently serve per month?" - 0–5 clients → 1 point - 6–15 clients → 2 points - 16–30 clients → 3 points - 31+ clients → 4 points
Setting Up Scoring Categories¶
After building your questions, create result categories that correspond to different score ranges.
- Navigate to the Results / Categories section
- Click + Add Category
- For each category, set:
- Category name (e.g., "Starter", "Growing", "Advanced")
- Score range (min score to max score for this category)
- Result headline — shown on the result page
- Result description — the personalised message for this score range
- Optional image for the result page
- Optional call-to-action button (link to a booking page, product, or resource)
- Create enough categories to cover all possible score totals (no gaps)
Example (8 questions × max 4 points = 32 max score):
| Category | Score Range | CTA |
|---|---|---|
| Starter | 0 – 11 | "Download our free beginners guide" |
| Growing | 12 – 22 | "Book a free 30-min strategy call" |
| Advanced | 23 – 32 | "Apply for our premium programme" |
Each respondent sees only the result message for their category — making it feel personalised.
Conditional Branching¶
Show different questions depending on a respondent's previous answer — creating a personalised path through the quiz:
- Select a question and click Logic / Conditional Jump for a specific answer
- Choose where to send respondents who pick that answer: a specific question or directly to results
Example:
Q1: "Are you a business owner or an employee?" - Business owner → Go to Q2 (business path) - Employee → Skip to Q5 (career path)
Use branching to skip irrelevant questions and keep the quiz shorter — higher completion rates follow.
Gating the Result (Lead Capture)¶
One of the most effective uses of quizzes is requiring an email address before showing the result. Respondents who've invested time answering questions are highly motivated to see their result — making this an excellent lead capture mechanism.
To gate the result: - Add a Text Input question before the result page asking for name and/or email - Mark it as Required - The contact is created in your CRM when they submit
Connecting Quizzes to Automations¶
When someone completes a quiz, you can trigger automated follow-up based on their score or category.
Setting up a workflow trigger: 1. Go to Automation → Workflows 2. Add trigger: Quiz Submission 3. Filter by quiz name and optionally by score range or category 4. Add actions: send an email, add a tag, create an opportunity, assign to a team member, etc.
Quiz score data you can use in workflows: - Total score — save to a custom contact field - Category result — save to a custom contact field, use for segmentation
Example automations:
| Quiz Result | Automated Actions |
|---|---|
| Low score (Starter) | Add tag "Beginner Lead" → send beginner resource email |
| Mid score (Growing) | Add tag "Warm Lead" → start 5-day nurture sequence |
| High score (Advanced) | Add tag "Hot Lead" → send direct booking link → notify sales rep |
Sharing and Embedding Your Quiz¶
Direct Link¶
Every quiz has a unique URL. Share it in emails, social media posts, or SMS messages.
Embed on Your Website or Funnel¶
- Open the page in the funnel/website builder
- Add a Quiz element from the element panel
- Select your quiz
- Adjust sizing and publish
Embed on an External Website¶
Use the iframe embed code from Quiz Settings → Embed Code to add the quiz to any website outside the platform.
Quiz Analytics¶
Navigate to Sites → Quizzes → [Your Quiz] → Analytics
| Metric | What It Tells You |
|---|---|
| Total Views | How many people opened the quiz |
| Total Starts | How many clicked "Start Quiz" |
| Completions | How many reached the result page |
| Completion Rate | Percentage of starts that finished |
| Average Score | The mean score across all completions |
| Category Breakdown | How many fell into each result category |
| Drop-off by Question | Which question causes the most abandonment |
Use the drop-off data to improve your quiz — if lots of people quit at question 5, that question may need rewording or removal.
Best Practices¶
- Keep it to 5–10 questions — shorter quizzes get dramatically better completion rates
- Use an engaging title — "What Type of [X] Are You?" or "How Ready Are You for [Goal]?" outperforms generic titles
- Make every result feel valuable — even low scorers should feel like they've learned something useful, not been judged
- Always add a CTA to every result page — different CTAs for different score ranges dramatically improves conversion
- Test the full flow yourself before sharing — including the workflow trigger — to make sure everything works end-to-end
- Use score data for long-term segmentation — save the quiz score and category to custom contact fields so you can reference them in future marketing
Troubleshooting¶
| Issue | What to Check |
|---|---|
| Workflow not triggering after quiz | Verify the quiz name in the workflow trigger matches exactly |
| Score not being saved to contact | Add an "Update Contact" action in the workflow to map the score to a custom field |
| Result page is blank | Check that all possible score totals are covered by a category (no gaps in ranges) |
| Branching logic not working | Verify every answer option has an assigned destination (question or end) |
| Quiz not loading on funnel page | Re-embed using the native Quiz element (not iframe) in the page builder |
Common Questions¶
Q: Can I use a quiz without scores — just for data collection? Yes — set all answer point values to 0 and use a single "default" category covering all scores. The quiz becomes a branching form.
Q: Can I show respondents their score on the result page? Yes — enable "Show Score" in the result page settings to display the total points alongside the result message.
Q: How many scoring categories should I have? Typically 2–5 is ideal. Too few reduces personalisation; too many becomes hard to manage and may create scoring gaps.
Q: Can I use quiz answers to personalise follow-up emails? Yes — map quiz answers to custom contact fields in your workflow, then use those field values as merge tags in your emails.
Need Help?¶
Contact StudioM Support any time.
- Email: support@makoa.us
- Live Chat: Available inside the platform
Related guides: Forms and Surveys · Workflows (Automations) · Contacts and CRM