Creating a quick quiz can be useful for getting used to the quiz tool interface, or creating a blank canvas to test ideas with. Whether you're making your first quiz or looking for a reference, you can use the table of contents below to get started with this step-by-step guide to creating a basic quiz.

Table of Contents

1. Creating a new quiz

1.1. Finding the quiz tool page

1.2. Create a new quiz

2. Adding your first pages

2.1. Explainer screen

2.2. Adding additional content to a page

2.3. Messenger opt-in

2.4. Email opt-in

2.5. SMS opt-in

3. Question pages

3.1. Multiple choice

3.2. Answers

3.3. Customizing actions (optional)

3.4. Image choice

3.5. Free-form text questions

4. Results pages

4.1. Default results page

4.2. Making a product block

4.3. Creating a new results page

4.4. Actions

5. Rules

5.1. How a rule is structured

5.2. Adding rules for sections

5.3. Adding rules for answers

5.4. Adding rules for results

6. Styling

6.1. Layout

6.2. Color settings

6.3. Background image

6.4. Styling options for individual pages

7. Save the quiz

8. Embedding the quiz

1. Creating a new quiz

The quiz we'll be creating today is designed to be usable as a basic template you can easily expand from. While we'll be adding a little bit of everything, this is only to demonstrate each feature in the quiz. From there, it'll be super easy to customize the quiz to your heart's content.

If you're interested in collecting email opt-ins, you may want to use the Octane AI Klaviyo integration. This integration will allow you to automatically sync emails you collect into Klaviyo, allowing you to segment customers and send automated email flows.

This article has more information on integrating Klaviyo with Octane AI, and how it works with the quiz.

1.1. Finding the quiz tool page

To locate the quiz tool's main page, locate to "Shop quiz" in the left-nav menu.

Alternatively, visit this link.

1.2. Create a new quiz

This is the quiz's main page. Here, you'll be able to see your overall quiz stats, as well as view, edit or embed quizzes you've already made.

This area will fill up later - let's create a quiz first by clicking on "New Quiz" in the top-right corner of the page.

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2. Adding your first pages

Once you create a new quiz, the only page that's already made is the default results page. That means we'll have to create all the other pages of the quiz.

You can start by adding any page you'd like, but we'll start by adding an explainer screen which introduces your quiz, and opt-in pages. Depending on how you'd like to structure your quiz, you may prefer to place opt-in pages later in the quiz, or even use multiple ones.

Table of Contents

2.1. Explainer screen

2.2. Adding additional content to a page

2.3. Messenger opt-in

2.4. Email opt-in

2.5. SMS opt-in

Sections can be added simply by clicking on "Add section".

You'll see a menu presenting the different sections you can create. We'll start our quiz by selecting "Explainer screen".

2.1. Explainer screen

The explainer screen is a page that you can use to display content in the form of text, images or a button.

By default, it includes title text and a button that starts your quiz.

In this quiz, we'll add the explainer screen first so we can use it as an introduction screen to our quiz. Explainer screens are added with a continue button, but you can also change settings so that the quiz will start based on a timer, a click or you can even remove the continue button.

For this guide, we'll keep the button in and rename it to "Get started".

Button style won't be changed in this guide either, but if you'd like to change it, you can either change it now or later when you're editing your quiz's styling. Here's a preview of each button style:

2.2. Adding additional content to a page

Once you've created your explainer screen, you might feel that it's a little empty.

Additional content can be added to any page in the quiz. On the sidebar, this can be done by expanding the menu labeled "Additional content".

Each additional content menu represents the position of the additional content on the page. Anything added above "Continue button" will be added above the button on the page, while any content added below will be reflected underneath the button the page as well.

There are three types of content we can choose:

  • Text: add text in 1 of 5 styles to the page.
  • Image: add an image upload to the page.
  • Button: add a customizable button that links to a URL.

Here are the various text styles that can be added:

Here are the various button styles available:

For our explainer page, we'll go ahead and add an image instead. Use "max width" to change the size of the image on the page and click on "Add" when you're ready to put the additional content on your current page.

This method of adding additional content can be done on any page in your quiz. To add additional content on a results page, you can simply add it as an option for answers.

Once we've finished the explainer screen, let's check out each of the opt-in sections.

2.3. Messenger opt-in

First, click on "Messenger opt-in" under the section create menu. This will open the edit screen for a blank Messenger opt-in page which lets customers subscribe to your Octane AI bot.

The two sections we'll use here are:

  • Settings: enter title and subtitle text onto the page
  • Subscribe Button: edit settings for the Messenger subscribe button.

We recommend using the title and subtitle to let customers know what they'll be opting into. You could even create a convo and link it in the Messenger button, allowing you to offer a promotion for subscribing.

Let's take a closer look at the subscribe button settings.

The "Link to" setting lets you choose to send customers to a variety of Octane AI features, including your main menu, questions, main menu and convos.

We've also selected options to let customers skip the question and to hide it if they're already a Messenger subscriber.

That way, this opt-in page won't stop anyone from finishing the quiz.

2.4. Email opt-in

Next, let's add an email opt-in page. This step is especially important if you've integrated a Klaviyo account with Octane AI, as it will let you sync quiz results directly into Klaviyo.

You can learn more about this integration here.

Email opt-in pages don't have a subscribe button setting, since customers will manually enter their emails in an email field:

Here, I've also added the option to skip the question and have offered an additional discount specific to anyone who opts in with email. This is completely optional!

If a customer doesn't opt into email, engages with your quiz and gives your bot their email later, quiz results will be able to sync.

2.5. SMS opt-in

An SMS opt-in page can be added to your quiz as well. Once a phone number is collected, it will be automatically synced into your bot and available for SMS features.

We recommend making sure the opt-in copy for SMS is worded clearly. Like the rest of the opt-in pages, we'll also make sure the question can be skipped.

To learn more about Octane AI's SMS features, go here.

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3. Questions pages

Now that we've added opt-ins to your quiz, we can add the actual questions as well. Using the answers to questions that customers select, you can create rules that decide which pages, answers and results customers will see.

However, to create those rules, we'll have to create the questions and their answers first.

Table of Contents

3.1. Multiple choice

3.2. Answers

3.3. Customizing actions (optional)

3.5. Image choice

3.6. Free-form text

There are two main types of questions:

  • Multiple choice: allows customers to select an answer with text or image + text.
  • Free-form text: allows customers to type in an answer.

3.1. Multiple choice

Let's add a multiple choice question first by clicking on "Add section" and "Multiple choice". These are questions that can be responded to by clicking on buttons added to the quiz page:

You can add answers to your quiz by clicking on "Add answer" which creates an answer you can edit separately.

Each answer starts without a title, and will need one in order to save your changes.

3.2. Answers

Each answer to a multiple or image choice question can be customized with a label, rules and its own Klaviyo custom property.

Not only can they be used to gather information about your customers, but they're a core part of guiding them to the right product selections since answers are used when adding rules about which questions and results show up for customers.

For now, we'll focus on the Settings and Actions parts of the answers edit screen.

The "Answer label" is the text that will display in the answer button itself.

Next, let's take a look at the Actions section.

3.3. Customizing actions (optional)

If you have Klaviyo integrated with your Octane AI account, you'll be able to sync the answer into Klaviyo as a custom property if a customer that has given their email selects this answer.

Klaviyo custom properties use the property name to indicate the question, and value to indicate the answer.

If you type in the answer label, the value will automatically fill in as well. I've also renamed the property name from "Octane: What's your favorite season?" to "OctaneTestQuiz: What's your favorite season" in case I want to distinguish between different quizzes I create.

To read more about how this integration works, check out this article.

After you're finished customizing any actions, use the back-arrow in the upper left hand corner to return to the question page.

3.4. Image choice

Let's add another section! We'll make it multiple choice, but this time with image-based answers. This will let you sample both styles in your quiz.

With image choice, each quiz answer can also display an image file. This can be a really great, eye-catching method of asking customers questions in your quiz.

If you'd like to use image-based answers, it's very similar to creating a text-only multiple choice question. The main difference is you'll be able to upload an image file when customizing your answers:

You'll also have access to alignment options, which you can use to adjust how your image is framed:

Horizontal alignment shifts the image left or right, while vertical alignment shifts the image up and down within the answer label.

Changing your image answers display

When editing an image choice question, you'll have some customization options for how your image answers look.

Image ratio and text position both alter how the image answers in your question are formatted:

In the Desktop and Mobile sections, you can customize the layout of these answers for separate device types!

3.5. Free-form text questions

Going back to the quiz main edit page, the final question to add is a free-form text question.

Unlike multiple and image choice questions, you might notice free-form text questions don't have an answer section:

Since free-form text questions allow customers to type in answers, the question can be used in highly custom ways, such as asking customers for feedback or gathering custom information for a campaign.

Adding the option to skip the question also makes sure that customers that don't want to answer the question won't leave the quiz.

Since we don't have to edit any answer settings, back out of the section once you've created the prompt and enabled the skip link.

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4. Results pages

After your questions have been created, you can also create results pages. If you don't create any additional results pages, all customers will land on your default results page, and you won't be able to specifically target product selections.

A separate results page must be created for each result variation you'd like customers to be able to see, so this section of the guide will take you through editing and creating results pages. This will make it easier to maximize the impact of your results pages, and in turn your quiz's conversions.

Here's a table of contents for specific topics:

Table of Contents

4.1. Default results page

4.2. Making a product block

4.3. Creating a new results page

4.4. Actions

First, let's take a look at the default results page.

4.1. Default results page

Default results pages are included in every quiz upon creation. This is because quizzes will need at least one results page to land on when a customer is finished with the quiz.

A default results page starts blank, so you'll have to build it along with each results page for your quiz. Before changing any part of the page, let's take a look at each part of the sidebar.

  1. Settings: a title and subtitle for the results page, which will be visible to customers.
  2. Product blocks: product blocks allow you to add products directly from your store, including add-to-cart buttons.
  3. Background: adjust background color and image.
  4. Actions: editing Klaviyo custom properties.

You might notice the option to add additional content isn't available. This is because on results pages, additional content is added in product blocks.

Starting with the settings, we'll leave the title blank for the default results page and only add subtitle text.

This allows the products we'll be adding to stand out. Next, let's add the actual products.

4.2. Making a product block

Start creating a product block simply by clicking on the "Add product block" button. Product blocks are unique to the results page they're made with, so any product block created within the default results page will only be viewable and customizable in the defaults results page.

Just like when creating an answer, you'll be taken to a unique edit screen for that specific product block. Let's take a look at each of the elements you'll only find when customizing a product block.

1. Settings

The name you add here will only be visible when editing your quiz. Customers won't see this!

2. Products

The products section is where you can add products straight from your Shopify store. Simply click on "Add product" to gain access to your store's inventory, and select the product you'd like to add.

You can even add individual variants, or an entire collection. If you add a collection, you won't be able to add or remove individual items without editing the collection itself.

With non-collection product blocks and variants, you'll be able to add or remove individual products.

3. Product settings

In product settings, you'll be able to edit the layout of the products in your product block (this won't affect alignment of any additional content you add).

Use this to make sure your products are visually compatible with your results page!

4. Product button settings

Product button settings are one of the key settings of a product block. With these settings, you can make this block's product button:

  • Add the item to cart and go straight to checkout.
  • Add the item to cart but stay on the quiz.
  • Redirect to the item's product page without adding to cart.

Let's take a look at the interface.

In addition to choosing what the button will do, you can even customize the button text entirely! We'll leave the button text as "Add to cart" so it's clear, but we'll change button behavior to add the item to cart without redirecting, and include a quantity drop down.

This gives our default results page a nice, clean layout, which leaves one more setting to edit.

5. Add all to cart button

The final unique setting in a product block is the ability to add a button that will add all items on the page to the customer's cart.

After clicking "Add button", you'll be able to customize this button as well with a suite of options:

After adding the "add all to cart" button, we can return to the results page. We haven't created rules or added a background yet, but we'll be coming back to those portions later.

4.3. Creating a new results page

Now that our default results page is complete, let's create a custom results page as well.

Customers will only see a custom results page if you create rules leading to it. This means you can get as specific and targeted with a custom results page's contents as necessary.

From the quiz's main edit page, click on "add results page" underneath the default results page on your sidebar.

When you create a new results page, you may notice two new fields that weren't available for default results pages.

  1. Internal name: create a name only viewable when editing a quiz.
  2. Rules: add specific answers a customer must select to view this results page.

Default results pages don't have an internal name since they're always identified as the default results in the quiz tool. However, internal names are useful for custom results pages so that you can keep track of each one.

Rules are also required for custom results pages, since they're the way you tell your quiz which answers a customer needs to select to see this results page.

We'll be taking a closer look at rules later, but you can also add rules here if you'd like.

In this example, I created a rule that will only show this results page if the customer didn't select summer as their favorite season. As more questions and answers are added to your quiz, the more accurately you can use rules to target your results pages!

4.4. Actions

Actions on a results page can be used to edit Klaviyo custom properties. By default, the property will indicate that this is a quiz result, and the internal name as well.

To learn more about Octane AI's integration with Klaviyo, and how it works with the quiz, check out this article.

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5. Rules

Now that we've created each type of page a quiz can contain, let's take a look at the piece that will connect your quiz together.

Rules can be used in these parts of the quiz:

  • 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.

First, we'll go over how rules are formatted in general, and then we'll take a look at adding rules for each part of the quiz listed above.

To skip to a specific part of the quiz, use the table of contents below:

Table of Contents

5.1. How a rule is structured

5.2. Adding rules for sections

5.3. Adding rules for answers

5.4. Adding rules for results

Rules are similar to the bolt and screws of your quiz. Customers will only see the pages and quiz paths you've setup, but without rules, that structure wouldn't be possible!

Rules can be found on the sidebar when editing a section, answer or result.

The only rule that's mandatory and enabled by default is the rule for default progression through the quiz, which is found in the rules for sections.

If you click on "Add rule", a new custom rule will be added. Any rules added will overwrite the default settings you selected for the next page:

Let's take a closer look at how a rule is structured.

5.1. How a rule is structured.

  1. Rule header: this header allows you to expand or collapse a certain rule for visibility.
  2. Conditions block selector: this selects between the "Any" and "All" settings for a conditions block.
  3. Quiz answers: select the specific quiz answer this rule will apply to. Add multiple answers with the "+" icon.
  4. Add question: Use the add button to add another question from your quiz to include in this rule.
  5. Jump to: this is the setting that determines which specific page customers will jump to if they meet the requirements made in your rule.
  6. Remove rule: this lets you remove a specific rule.

While the layout can differ slightly depending on where a rule is added, all rules will follow the same overall structure laid out above. Essentially, the condition block is used to choose whether all answers in that block have to be picked, or just one of any answer added in that block.

With that for reference, let's take a look at what rules will do in each part of the quiz you add them.

5.2. Adding rules for sections

All sections can have rules, including opt-ins, questions and explainer pages. One of these is the rule for quiz progression if no other rules are set:

If you choose "Results", you won't be able to choose a specific results page. This means the quiz will finish the quiz and show the customer the results page that their answers meet the requirements for. If no custom results page fits the customer's answers, they'll view the default results page instead.

If you add a new rule for a section, you can specify the next page customers will go to based on the answer(s) they select on this and previous pages.

Let's look at an example of a rule we can add for opt-ins.

In this rule, I've set it up so that if a customer skips both the Messenger and email opt-ins I've set up, it will skip the SMS opt-in page as well and go straight to the first question in the quiz.

The all conditions block was used instead of the any block, as we want customers to skip both opt-in pages to go straight into questions. If they only skip one, they may still be interested in submitting their SMS information.

This isn't necessarily best practice - the best rules for your quiz will be completely dependent on your goals for your quiz and your store!

If you add a rule for explainer screens, you can create a rule based on whether the continue button was pressed or not.

5.3. Adding rules for answers

Rules can also be added for specific multiple choice answers. This includes whether you're using images, or just plain-text answers. Enter the answer edit screen to add a rule for an answer.

If you add a rule inside of an answer, rather than a section, this means the specific answer will only be visible if the customer meets the conditions you create.

In this example, the answer Sensitive will only appear if the customer picked "spring" in the previous question. If "spring" wasn't selected, here's how the question will look:

Adding rules for answers isn't mandatory, but allows you to customize which part of a question a customer will see which reduces the amount of separate sections you might have to create.

5.4. Adding rules for results

If you create a custom results page, you'll have to create rules for the page in order to show it to a customer.

You can even include every question in your quiz if you want to create specific pathways to your results page.

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6. Styling

Styling can be done at any point in your quiz! You could establish styling options before editing your quiz so that your preview reflects your preferred colors and backgrounds, or you could wait until pages are created so that you can see how styling affects each of those pages in real time.

There's no wrong answer here - to get you started, let's check out the quiz's overall styling settings.

Table of Contents

6.1. Layout

6.2. Color settings

6.3. Background image

6.4. Styling options for individual pages

To reach your quiz's styling settings, click on the "Quiz settings" tab next to the "Sections" tab on the main sidebar when editing a quiz.

Let's start with the layout of your quiz.

6.1. Layout

Currently, the layout section adjusts the width of your quiz. The default begins at 1084 px and can be adjusted to make the area your quiz displays in wider or smaller.

The default width doesn't have any issues with our quiz, but this is a useful setting to keep in mind as you fill your quiz's pages with content.

6.2. Color settings

When you enter color settings, you'll be able to set specific colors for each text and button element in your quiz, as well as the background color.

Using RGB or hexadecimal codes, you can select specific colors to match your brand with a live preview of each element on the right side of the screen.

6.3. Background image

You can also add a background image to your quiz. We recommend going with a full-page embed if you add a background image so that your background image can make the best use of the space it takes up.

Once you upload a background image, you'll be able to adjust the image's position (if its aspect ratio doesn't fit within the quiz space), as well as adjusting the brightness and even disabling background images for mobile:

Since a separate background image for mobile and desktop can't be set, the option to disable the background image for mobile devices can be quite useful.

Other styling settings, including background color, will still appear on mobile.

We'll leave out a global background image for our quiz, but we might want to add a background image for a specific page, like the explainer page or a results page.

6.4. Styling options for individual pages

You can also add background images for individual pages. Let's go back to our explainer page, and take a look at how that's done.

By removing the image added as additional content, and adding a blank version as this page's background image, we can create a more appealing aesthetic for the explainer page.

Instead of adding a background image, you might want to change the background color instead.

Any styling changes made on a specific page won't affect any other pages. We recommend using the background image/color you'd like for the majority of the quiz in quiz settings, and setting up any exceptions inside the page's settings.

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7. Save the quiz

The final step before you're ready to embed your quiz on your store is to save it. It's also a great idea to save your quiz periodically, especially after creating a complex page or rule set.

You can do this by clicking on "Save" in the upper right hand corner.

In some cases however, the quiz tool may not allow you to save your quiz. In these cases, the save button will be disabled and an error message will let you know why the quiz can't be saved.

Fixing these errors are straightforward. Simply click on the save button and the quiz will redirect you to the offending feature.

In this case, it looks like the problem is that I created a rule for an answer, but didn't fill it out.

Since this rule wasn't created intentionally, we can simply remove it to allow saving.

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8. Embedding the quiz

Once your quiz has been created, you'll have to embed it into your Shopify store. This can be done with two different options:

  • Page body: only fills the body of a page in your Shopify store, leaving the header and footer.
  • Full screen: fills the entire page with your quiz. The customer chat widget will still be accessible, and customers can exit using an "X" icon in the top right.

For more information on how to embed your quiz, and some examples of how to customize the page your quiz is embedded in, check out this article.

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