The shop quiz tool is a powerful part of your Octane AI arsenal. It's an easy-to-use quiz builder that lets you create a custom, interactive quiz for your website with zero coding involved. Once you create a shop quiz in the Octane AI dashboard, adding it to your website just involves embedding a simple line of code that we generate for you.
There's a lot to learn about the quiz, so in this article we'll start with:
- How the shop quiz works
- How to use the shop quiz tool
- Where to start with your first shop quiz
Table of Contents
2.1. Creating a shop quiz
2.5. Quiz settings
1. What is a shop quiz?
A shop quiz is an interactive quiz for your website that asks visitors questions, collects data and displays product recommendations for any customer that completes the quiz.
You can customize your quiz's layout, content and add Messenger, SMS and email opt-ins without requiring any coding at all.
It's just like creating a virtual assistant for your store, all within your Octane AI dashboard.
Just like a real in-store assistant, a shop quiz lets you guide customers to the right product by asking questions, gathering information and showing off targeted product recommendations.
Powerful customization with an easy-to-use interface
Create questions with text, images or even custom content on any quiz page. The shop quiz tool features a smooth drag-and-drop interface along with built-in rules logic that lets you fully control which pages a customer sees based on the answers they select.
Your questions and answers can use both images and text, with plenty of built-in options to adjust layout and design.
Guide customers to the perfect product recommendation
Once a customer finishes your quiz, they'll see a results page determined by the answers they chose during the quiz. This is decided by the rules you add in the quiz tool, letting you create the exact path a customer has to take to see a certain result.
These rules can be based on specific answers or even whether a someone subscribed or not. This means you can even display content reserved only for a customer that entered their email, or opted in Messenger for example.
No matter what your store sells, there are tons of ways you can format each set of product recommendations.
Collect detailed revenue and engagement analytics
Every answer a customer selects in your shop quiz is data that Octane AI records. Built-in Messenger, SMS and email opt-in features let you gather leads while detailed data displayed within Octane AI lets you see how much revenue each results page and product recommendation drives revenue.
With seamless integration with other Octane AI features, shop quizzes aren't just powerful revenue and lead generators, they're excellent back-end tools as well.
We even integrate directly with Klaviyo which means emails gathered in a quiz will automatically sync with Klaviyo.
2. Using the shop quiz tool
Once you've gained access to the shop quiz tool, you can access it through your dashboard on the left-nav menu.
This will take you to the shop quiz tool homepage, where you can edit a new or existing quiz, as well as view some general stats.
Each quiz you've created will be listed on this page as well. Clicking on Edit will let you make changes to the quiz, while Results will redirect you to a specific quiz's main page.
Let's take a closer took at the shop quiz tool's user interface, and how creating a quiz works.
2.1. Creating a shop quiz
The new quiz button on the shop quiz homepage will immediately create a new quiz that you can start editing.
The only page that a new quiz will start with is a default results page. This is the results page that a customer taking your quiz will see if they don't match any of the rules present for your other results pages.
Sections are all of the different pages in your quiz, while quiz settings allow you to adjust design and layout aspects for your entire quiz.
You'll need to have some pages in your quiz to see the different quiz settings, so let's take a look at the different sections you can make.
There are three types of sections you can add:
- Questions: ask customers multiple choice or free-form text questions.
- Opt-ins: gather Messenger, SMS or email opt-ins.
- Explainer screen: create a page with content in the form of text, images or links.
Each section can be created with rules that let you decide which page a customer sees next not just with the answers they choose, but even whether they interacted with the section or not.
If you add a text collection question, customers can enter any text they'd like which will be recorded in your dashboard.
Any opt-ins that your quiz collects will automatically sync with Octane AI as well. If a customer doesn't subscribe on Messenger, but still gives their phone number or email, Octane AI will still be able to collect that lead.
If a customer doesn't give their email during the quiz, but submits it to Octane AI later, their previous quiz results will still be able to sync into Klaviyo!
There are two types of results pages your quiz can have.
- Default results page: the results page customers will see if they don't meet requirements for any other results page.
- Custom results page: results pages that customers will only see if they meet the requirements set in the results page rules.
There are a couple of important differences between the two types of results pages. Since default results pages are shown to customers who don't match any of the rule sets in your other results pages, they don't have any rules themselves.
Custom results pages on the other hand require rules in order to be added to your quiz. This can be as simple as a single rule, or a detailed pathway through your quiz.
Let's take a look at the makeup of a results page:
- Internal name: the name of a results page (not viewable by customers).
- Title/subtitle: text that will be visible at the top of a results page.
- Product block: add products as well as additional content as text, images or links.
- Rules: select the requirements a customer will have to meet to see this results page.
Underneath rules on the left-bar, you can also customize a specific page's background, customize the Klaviyo property and even copy a results page:
Product blocks are the part of your results page that contain the actual product recommendations you display. They're also where you can add custom content to a results page.
Since you can add multiple product blocks, you can use them to completely customize the layout of your results page.
Additional content can be added to product blocks as well as regular sections with a drag-and-drop interface that allows for powerful customization.
Rules are a vital part of your shop quiz - they provide the structure for your quiz! Rules can be added to each part of your quiz and are what really let you customize every customer's journey through the quiz you've created.
Here's a quick summary of how rules are used in each part of a quiz:
- Sections: determine which page a customer will see next.
- Answers: determine whether a customer can see a specific answer.
- Results: choose how a customer will see a specific results page.
- Product blocks: determine whether a customer can see a particular product block.
Rules don't just let you target the right customers with product recommendations, they let you specify exactly which ones will see your content.
For example, you could use rules to show a discount code to a customer only if they opted in with their email. You could also create a single question that will show different versions to different customers, depending on their answers.
Using the built-in logic rules provide, you'll be able to shape every customer's quiz experience without any coding involved.
2.5. Quiz settings
Returning to quiz settings, this is where you'll be able to customize the design and look of your entire quiz.
In layout settings, you'll be able to set the max width of your shop quiz. This is set to 1084px by default, but if your Shopify store's theme has a smaller width than this, then we recommend adjusting the max width settings to match.
This will make sure the quiz's layout doesn't conflict with your website's theme.
For more information, check out this article.
Typography settings will allow you to inherit the font family of your Shopify store. This is pulled from the global font declared in your theme code's
Color settings will allow you to adjust the color of every element in your quiz. This includes a live preview of each element so that you can see how your changes will look in real time.
Background image settings
Background image settings will allow you to add a background image across all of your quiz pages.
However, you can still upload a background image on an individual page - if you do so, then the individual background image upload will replace the global background image. This makes customizing the background of each page quite easy!
3. Where do I go from here?
There's a lot of things you can do with your shop quiz, but the right move may depend on the type of store you have, the products you'd like to display and how you'd like customers to engage with your quiz.
Planning out your quiz before you start working on the details can be a great way to build out a successful quiz. Here's a guide with some helpful tips on how to get started with planning out your shop quiz:
If you'd like a more detailed guide to creating each part of a quiz, we recommend the following guide:
And don't forget about adding your quiz to your website!
Still have further questions? Don't hesitate to contact our support team.