Overview

One of the most important parts of a product recommendation quiz is the ability to personalize which products someone sees at the end of the quiz. In Octane AI, this is done by adding rules to your results pages to set up the requirements needed to view a specific result.

Advanced rules, available on Pro or higher tier plans, also can be used in sections, answers and content blocks to further customize someone's journey through your quiz.

Table of Contents

1. Introduction to rules

1.1. Rules for default behavior in sections

1.2. Advanced rules

2. The results page

2.1. Default results page

2.2. Creating a rule

3. Frequently asked questions


1. Introduction to rules

Rules are an essential part of creating a quiz with branching results. While every quiz does include a default results page, the ability to customize someone's end result in your quiz comes when you create a new results page instead.

Rules work by adding specific answers that someone has to choose to land on a results page. If you add rules with the ALL condition, each answer inside of the rule will be exactly required to match the rule. If you add rules with the ANY condition, only one of the answers you add inside of the rule will be required.

Should I use the ALL or ANY condition for my rules?

Creating a quiz with specific, controlled recommendations is easiest starting with ALL condition rules.

Rules that use the ANY condition are more open ended, and are often effective as smaller segments inside of an ALL rule or used inside of advanced rules to personalize content portions of a quiz.

1.1. Rules for default behavior in sections

All sections have two options for their default behavior. This defines what will happen to someone taking your quiz if they don't match any of the advanced rules you've added to a section, or if you don't have any advanced rules at all.

Default rule

What does the rule do?

Next question

The next section in chronological order will be shown next.

Results

The quiz will end after this section, and their results will be calculated based on rules in your results pages.

These rules do not determine the specific section or results that someone will see. If your quiz ends, the rules in your results are then used to calculate which of your results pages someone will see based on the answers they chose.

When using the "Next question" behavior instead, quizzes will use advanced rules inside of a section to check which question to move to next.

1.2. Advanced rules

Octane AI users on the Pro, Pioneer or a Custom plan will have access to advanced rules. Advanced rules let you add rules into:

  • Sections

  • Answers

  • Content blocks

Advanced rules in sections let you overwrite the default logic, and instead specify specific questions someone can see next based on the answers they choose.

When you add advanced rules inside of an answer or content block, you're setting a condition that will only show the answer or content block if someone meets the requirements in your ruleset.

This allows you to personalize the version of a quiz that someone will see based on the answers they choose.

To learn more about advanced rules, check out this guide.

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2. The results page

Results pages are the endpoint of a quiz, and where rules are added to create the logic for your quiz recommendations. Each quiz begins with a default results page, which is a unique type of results page that contains no rules. This is because default results pages will catch quiz takers that do not meet the requirements on any of your other results pages.

Creating a new results page will let you build results with rules.

2.1. Default results page

The main purpose of a default results page is to catch anyone taking your quiz but doesn't meet the requirements in any of your other results pages. This is because default results pages are unable to have rules of their own.

Filling default results pages with content is optional. If the rules in your results pages are designed so that someone taking your quiz will always match one of your rulesets no matter which answers they choose, the default results page will never be seen and can be left blank.

With advanced rules, default results pages themselves can be personalized by adding rules inside of content blocks.

2.2. Creating a rule

Rules are always created in the rules section of the left menu while using Octane AI's quiz tool. Here are quick step-by-step instructions on setting up a basic set of requirements for a sample results page.

1. Click on "Select rule" and then "Quiz answers."

2. In the drop down list of questions in your quiz, select the question you'd like to add an answer requirement from.

3. Click on the blue "+" icon and add the answer you would like to add to the rule.

4. You can add more answers from the same question, or answers from a different question to expand the requirements in your rule by clicking on "AND".

When adding more rules to a results page, ALL and ANY conditions can be mixed to create more elaborate requirements.

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3. Frequently asked questions

I'm selecting the answers for a results page but I'm landing on a different one.

There are two common reasons why this happens:

  1. You have multiple results page with overlapping rulesets.

  2. You chose an answer path that doesn't meet any of your rulesets, landing you on the default results page.

When the answers that you select qualify you for more than one results page at the same time, you'll land on the results page that's higher in chronological order.

In the examples below, someone that chooses the answer "Dry patches" can encounter issues if the rules overlap.

The best way to avoid this scenario is to make sure your results pages share at least one question in their ruleset, but with exclusive answers for each result.

I'm unable to save the quiz and see an error about a rule being incomplete.

A quiz can't be saved if:

  1. A non-default results page does not have any rules.

  2. A rule has been added but the answer has not been filled out.

When the save icon is red, this means you're unable to save. Clicking on the save button will instantly redirect you to the page in your quiz where the cause of the error is.

How many rules should I add to a result?

The more rules you add to a results page, the more complex your quiz logic becomes. By starting with a simpler quiz with 2-4 rules per results page, you'll be able to create a viable quiz while being empowered to add complexity later on if necessary.

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

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