Overview

This guide introduces how to use and customize products added to an Octane AI quiz.

Table of Contents

1. How to Recommend Products in Quizzes

1.1. Adding Products to a Quiz

2. Customizing Products in a Quiz

2.1. Product Display

2.2. Product Button

2.3. Product Data


1. How to Recommend Products in Quizzes

There are two ways of building a product recommendation quiz in Octane AI:

  • Dynamic. Create dynamic recommendations by linking products, collections and tags with specific answers in the quiz.

  • Custom. Manually build recommendations by selecting the specific answers needed to see each result.

The decision on the type of quiz that's created isn't final and can always be changed in quiz settings.

1.1. Adding Products to a Quiz

Products are added directly into a quiz. The chart below shows the main area each quiz type holds products:

Where products are added

Dynamic

Custom

Answers

-

Result pages

-

Dynamic quizzes will show products in a result page, but hold recommendation logic inside of answers. Non-dynamic content blocks can be added to a dynamic quiz to add static product recommendations to a quiz.

Adding products

Products can be added directly from a Shopify store catalogue as:

  • Products. Individual, specific products.

  • Collection. Shopify store collections.

  • Tag. Shopify product tags.

Building a dynamic quiz

Not every question and answer needs to contain dynamic products. Try starting by using tags inside of key questions and narrow down recommendations from there. Sometimes, individual products can be added to fine tune an outcome.

Building a custom quiz

Start by creating each result category, such as customer type or concern. Overcomplexity can lead to broken results, so try keeping each result page to 1-3 rules.

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2. Customizing Products in a Quiz

Each content block contains a large amount of settings you can use to customize:

  • Product display: what your products look like.

  • Product button: add to cart button settings.

  • Product data: edit individual parts of products.

These settings are in the left-menu while editing inside of a content block.

Since settings are specific to the content block you edit them in, you may want to find the settings you prefer in your first content block then use the copy function to make sure all of your content blocks are on the same page.

2.1. Product Display

Product display settings let you choose what your products look like in your quiz.

In addition to customizing the orientation and text sizes of product information, the product display menu includes two important categories of settings that let you change the size of the products in your quiz:

  1. Desktop Settings

  2. Mobile Settings

Each category includes options for product size, number of products per row and what information to display.

2.2. Product Button

Product button settings let you decide the appearance and behavior of the add to cart buttons in the content block.

You can have up to two product buttons per content block, letting you have a second button with different behavior.

Where can I add an "add all to cart" button?

"Add all to cart" buttons are added in the TOP CONTENT or BOTTOM CONTENT sections of a content block, where you can also add text, images, buttons or videos.

2.3. Product Data

Products added individually to a content block can also have their information customized in an Octane AI quiz.

This feature is currently available on Octane AI's Pioneer & Enterprise plans. To learn more, contact our support team.

You can open a specific product's settings by going to results page content block product, which is also where you can add advanced rules to a specific product.

Editing product data lets you show customers products in a way that's personalized to your quiz, or even specific results pages. Your description could be tailored to a particular recommendation, or image changed for holiday and sale periods.

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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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