Overview

This article will let you know where to find the best resources for quizzes in Octane AI, as well as dive into best practices when you start building a quiz in Octane AI.

Table of Contents

1. Starting Your Quiz Planning

1.1. Best Practices while Creating a Quiz

2. Additional Resources

2.1. Building a Quiz

2.2. Adding a Quiz to Your Website

2.3. Quiz Integrations

We recommend using this list of 30 ecommerce quiz examples as a reference for the best practices in this guide.


1. Starting Your Quiz Planning

Building a quiz begins with the goals and planning phases of a quiz. Important decisions like which questions your quiz will have are often made before the first piece of the quiz has even been built.

While the right way to build a quiz is unique for every brand, the topics listed below can be effective as a general guideline on planning out a quiz in Octane AI.

Choosing the right number of questions.

A range of 5 - 10 questions is generally an effective amount to go with for minimal impact on drop-off rate. Of course, some quizzes can be shorter or longer.

Choosing the right balance of product-focused vs. lifestyle questions.

Try to make the first question in a quiz product-focused, or centered around what the customer is looking for. Going with a lifestyle question first may stop a customer from feeling like the quiz is relevant for them.

Think about questions that are for gathering information rather than recommending a product.

You can use questions that gather information to use across marketing channels, like through Octane AI's Klaviyo integration. Things like demographic information, customer behavior, how someone found your store and so on.

Deciding how many results a quiz will have.

There isn't a single right option for building your recommendations. But a general rule is the more results and recommendations you have, the more complex your quiz logic may become.

Beginning with broader categories for each recommendation can be a good way to approach your first quiz, since it's usually easier to expand a quiz than it is to simplify one.

If you're a skincare brand, you might base each of your recommendations on skin types, or skincare concerns for example.

With Octane AI's advanced rules, available for Pro and higher level plans, you can add logic to different content blocks inside of a results page to further personalize the version of a result that someone sees.

1.1. Best Practices while Creating a Quiz

When you're ready to start building a quiz inside of Octane AI, there are a few best practices that can make your quiz as easy and straightforward to build as possible.

1. Add your questions first, then your results pages.

Even if you have all of your results pages decided ahead of time, questions will need to be in your quiz to set the logic of your results.

Having your questions in place before creating results pages will make sure you don't have any missing pieces in your rules.

2. Start simpler, and build out from there.

An easy mistake to make is starting with a quiz that's too ambitious. Starting with the simplest version that fits your quiz goals gives you room to add complexity later, while shortening the time it takes to take a quiz live.

1-3 rules per results page is usually a good range to aim for with your quiz logic.

3. Add extra content to your questions and results pages.

Each question and results page sections have top content and bottom content sections. You can use these to add text, images, buttons, videos or even an add all to cart button to your quizzes.

If your quiz has questions that ask customers to think for the answer, adding visual or text as informational assets can help soften those higher effort questions.

4. Save often!

Octane AI's quiz builder doesn't include an autosave option, so saving often is an important habit to have. And if you encounter an error, the more recently you saved, the easier it is to figure out which change may have caused it.

5. Connect your integrations with Octane AI.

Each question, answer and result has a custom property that can be used to send data into other platforms through Octane AI's Klaviyo, Zapier & Alloy integrations.

Custom properties will be created even if you haven't added an integration yet, but doing so before your quiz is finished will make sure your integrations catch all of the data that they can.

Users on the Pioneer or higher plans can use Octane AI's Recharge integration to add subscription items into a quiz.

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2. Additional Resources

Octane AI's help center includes articles and guides for using the quiz tool. Use the links below to find the article you're looking for.

2.1. Building a Quiz

Using the quiz builder

Guide to Using Sections

How to use sections to create questions, opt-ins and explainer screens.

How to Preview Your Quiz

Guide to previewing your quiz in Octane AI and on your website.

Creating Transition Pages with Explainer Screens

How to use an explainer screen to insert transition pages into your quiz.

Troubleshooting Quiz Save Errors

What to do if you're unable to save your quiz.

Recommending products

Introduction to Results Pages

How to use a results page to recommend products in your quiz.

Introduction to Products in Quizzes

Guide to adding products to a results page.

Quiz rules & logic

Introduction to Quiz Rules

Guide to using quiz rules to recommend products and create dynamic content.

Advanced Rules: Customizing Questions, Answers and Content Blocks (Pro and above)

How to create advanced logic for questions, answers and results page content in your quiz.

How to Personalize Results Pages with Advanced Rules in Content Blocks (Pro and above)

Using advanced rules to create multiple versions of a single results page.

Quiz styling

Introduction to Styling Your Quiz

Guide to design-related settings in Octane AI quizzes.

Customizing CSS in Octane AI quizzes (Enterprise)

How to customize an Octane AI quiz with custom CSS code.

Guide to Font Sizing in Quizzes

Exact font sizes for each font setting in the quiz builder.

2.2. Adding a Quiz to Your Website

Shopify

How to Add Your Quiz to a Shopify Webpage

How to embed your quiz to a Shopify page using an Octane AI generated embed code.

How to Display Your Quiz in a Pop-up

How to add a quiz into an Octane AI pop-up.

How to Remove a Title from a Shopify Page

Guide to removing titles from a Shopify theme page template.

Non-Shopify

Using Quizzes with a Non-Shopify Store

A guide on how Octane AI quizzes interact with a non-Shopify website.

2.3. Quiz Integrations

What are custom properties?

Introduction to Custom Properties

Learn how custom properties let you send customer data to Klaviyo, Zapier & Alloy.

Getting started with Klaviyo

Introduction to Klaviyo: Power Email Marketing with Zero-Party Data

The instruction manual for Octane AI's Klaviyo integration.

Sending Email & SMS Opt-ins to Klaviyo

A guide on how opt-ins get transferred to Klaviyo once you acquire them in Octane AI.

Troubleshooting Octane AI's Klaviyo Integration

Common issues and solutions for Octane AI's Klaviyo integration.

Guide to Using Octane AI's 'Quiz Completed' Event to Build Dynamic Emails (Pioneer)

Learn how you can dynamically display quiz recommendations and share a results page URL in Klaviyo emails.

Klaviyo how-to's

Guide to Triggering an Email Flow in Klaviyo with Quiz Results

Learn how to create a segment and flow in Klaviyo based on Octane AI data.

Using the "quiz completed" event

Tracking Customers with Octane AI & Klaviyo's Cookies

How Octane AI and Klaviyo's cookies allow you to track customer's actions on your store.

Guide to Using Octane AI Event Variables in Klaviyo (Pioneer)

How to use event variables to create a dynamic email in Klaviyo.

Reference for Octane AI Event Variables in Klaviyo (Pioneer)

A reference document for each event variable you can use with Octane AI.

Getting started with Recharge

Power Your Recharge Subscriptions with Personalized Recommendations & Zero-Party Data

How to set up Octane AI's Recharge integration & how it works.

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Have any questions? Send an email over to [email protected] or use the support icon to chat with our team.

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