Rules are an important part of your sections, answers and results. They're parameters that you add to each of these parts that let you decide which path a customer takes through your quiz.
Rules only perform one function in each feature they're used in, so they're easy to learn. This article will help familiarize yourself with each part of rules and conditions so that nothing will hold you back from fully utilizing the building blocks of your shop quiz.
The table of contents below can be used to skip to a specific section.
Table of Contents
1. How to use rules
A rule is added to a quiz in order to determine which questions and results a customer sees. When editing a quiz, rules can be found on the sidebar in each of the features below:
- Sections: determine the specific page a user will see next by default or based on the answer they select.
- Answers: determine which previous answers a customer must select to see this answer.
- Results: determine the specific answers a customer must select to see this results page.
By adding rules to each part, you can customize the exact experience customers will have in your quiz depending on the answers they select.
NOTE: only sections can have separate rules under separate headers.
In the screenshot above, multiple rules have been added to a question creating several different pathways depending on the answer that's chosen. Rules can even be added to an individual answer so that it only shows if a specific answer in previous questions was chosen.
Let's take a more detailed look at what a rule can do.
How a rule is structured
This rule determines where the customer will go next from the current section if there are no rules leading them otherwise. In the example below, the default rules have decided that this question will finish the quiz and show the results page to customers.
The blue arrows are answers without any rules - they'll go to the next page, but one of the answers has been formatted to direct a customer to a specific page.
If we zoom into the rule, we can break down each part:
- Section rule: if the answer selected doesn't have a custom rule deciding its behavior, the section rule will be used to determine which page customers see next.
- Custom rule: each custom rule you create will be numbered in the order they were made.
- Conditions block: conditions blocks determine the actual behavior of your rule.
- Answers: the answers your rule involves are set inside of a conditions block.
- Add conditions block: you can add additional conditions blocks inside of the original block to create more intricate rules.
- Rule result: specify the exact page a customer will see if they fulfill this rule.
While this may seem like a lot of components, each part has a direct purpose in the quiz tool UI and offers a huge amount of flexibility that requires zero coding on your end.
By taking a look at the core part of a custom rule, the conditions block, we can break down how a rule affects the part of the quiz you add it to.
Conditions blocks let you group quiz answers in rules based on whether you want the customer to have selected All of the answers in the block, or Any answer in the block.
Why use one conditions block over the other?
Differentiating between an all and any block lets you get very specific with which conditions a customer needs to meet in order for the rule to apply!
All conditions blocks let you create a more rigid set of requirements that quiz participants will have to meet. This is useful if you want a certain page or pathway through your quiz to only show for certain customers.
Any conditions blocks are useful for creating a set of requirements that can be met by multiple sets of quiz participants. This is useful for creating a broader rule that's easy for customers to meet, or creating a rule that multiple specific answer sets can lead to.
Let's take a look at how you can create a rule that uses both all and any conditions blocks:
This rule creates two distinct sets of conditions someone taking your quiz can meet in order to reach the page specified in the rule. While the main block's Any condition means any of the two blocks will count, it won't override the All condition inside of each sub-block.
Carefully choosing which condition to use, and when to combine them lets you be as specific or as general as you'd like with your rules.
The only rule that's mandatory and enabled by default is the rule for default progression through the quiz.
This rule is included in every section, including questions, opt-in, explainer and free-form text pages.
If you select "Next question", customers will automatically move to the section that comes next in the quiz tool UI.
If you select "Results", the page will instead end the quiz and direct the customer to the results page that fits the answers they selected. This is determined through rules added in results pages themselves - click here to skip ahead to an explanation on how rules work with results pages.
2. Using rules with a certain feature
One important distinction with rules is that depending which part of the quiz you add them to, they may perform different roles.
Here's a quick reference for what rules do in each part of the quiz they're added into:
- Sections: decide which page someone will see next based on their previous answers.
- Answers: only show an answer if all conditions for the rule are met.
- Results: choose the answers a customer has to select in order to view a results page.
- Product block: choose whether a product block will display based on answers chosen.
The only page that specific rules are required for are custom results pages, as people taking your quiz won't be able to see a custom results page without those rules.
Let's take a closer look at how rules can be used for each part of your quiz.
What do rules do in sections?
Rules in sections will let you determine the next page a customer will see based on the answers they've selected.
In this example, I've used an all conditions block to send a customer to a certain page only if they've selected specific answers from all three questions.
This isn't the only way customers can see that page - you can add rules in other sections as well leading them to the same page, allowing you to create branching pathways.
Why should I use rules in sections?
If no custom rules are added in a section, customers will either move to the next section listed in your quiz editor, or to the results page:
This means custom rules don't have to be added to every question! One important consideration on when to add a rule is in the results pages you have and which specific questions you might want each buyer persona in your audience to see.
What do rules do in answers?
When rules are added to answers, you're adding conditions a customer has to meet in order to see that particular answers.
If they don't meet those conditions, then the answer that the rule has been added to won't be visible.
Only one set of rules can be added per answer, but you can use a combination of Any and All blocks to create multiple ways to see or hide the answer.
Why should I use rules in answers?
Using rules in answers lets you display a different version of a question without having to create multiple copies of that question. Since products are shown based on the answers a customer selects, hiding some answers under certain conditions can result in more accurate product recommendations.
What do rules do in results?
Rules on a results page will set which answers a customer needs to answer in order to see the results page. Since results pages are where product recommendations are displayed, this is essentially the finish line of your quiz.
Any and All conditions blocks allow you to create a specific route through your quiz to see a results page or a more general set of requirements.
If a customer doesn't match any of the rules set on your custom results pages, then they'll instead see the default results page. This means you won't be able to set rules for a default results page.
Why should I use rules in results?
Rules are actually required for results pages! Otherwise, customers won't have a way to see the results.
If you have a wide variety of results you'd like to display for customers, having multiple results pages with different conditions and rules can make sure your product recommendations are as accurate as possible, resulting in more conversions and revenue.
What do rules do in product blocks?
Similar to answers, you can add rules to a specific product block to show or hide the block depending on the conditions you set.
In this example, I've added an extra product block to this results page. Since it won't be relevant to all customers that see this page, I've added a rule with a few answers under the Any condition. This means customers will only need to answer one of these in order to see the product block - if they land on this results page.
Additional content is attached to this product block as well, so if the product block is hidden, the text I've added above the product will be too!
Why should I use rules in product blocks?
Adding rules to product blocks means you can customize which version of a results page that customers will see without creating multiple copies.
If you have slight variations of a results page you'd like to show, even just for additional content, this can cut down on the amount of results pages you'll need to create.
This will let you really optimize the product recommendations and results that customers will see!
What do rules do in products?
Product rules allow you to hide individual products within a product block, adding another layer of customization you can add to your results.
Why should I use rules in products?
A product rule lets you hide products for certain buyer profiles without requiring you to add an entirely new product block or result. You might want to show the entire block to some customers, but not others for example.
If you've used formatting or additional content settings in your product block, this also lets you keep your products consistent for any customers that might see the hidden product.