With a dynamic quiz, you can assign collections, product tags, or individual products to quiz answers and then, when customers take the quiz, they will see the products that are the best fit for them based on how often those products were assigned to their selected answers. Dynamic quizzes are fast to setup and can respond flexibly to changes in your catalog, making them an ideal tool to build your product recommendation quiz.

In this article, you’ll learn about the benefits and use cases for a dynamic quiz, how they work, and how to set one up in Octane AI.

Table of Contents

1. Benefits of dynamic quizzes

2. How dynamic quizzes work

3. Creating a dynamic quiz

3.1. Configuring dynamic quiz questions and answers

3.1.1. Key questions

3.1.2. Including and excluding products

3.2. Dynamic quiz results pages

3.2.1. Dynamic results page

3.2.2. Fallback results page


1. Benefits of dynamic quizzes

Octane AI offers two types of quizzes - dynamic and custom. Dynamic quizzes are the default choice because they are:

  • Easier to setup. Dynamic quizzes are quick and easy to setup because, unlike custom quizzes, you don’t have to spend as much time mapping out tedious rules to make sure your customers end up on the right results page.

  • Easier to maintain. Dynamic quizzes are easier to maintain because they use just two results pages, so they’re easier to update and maintain than custom quiz results pages.

  • More flexible and responsive to differences in your customers. Dynamic quizzes can respond to nuances between different customers more flexibly than a custom quiz, which requires that you explicitly map out the specific products that a customer should see very carefully.

  • Responsive to changes in your Shopify catalog. Dynamic quizzes utilize the organization and categories your catalog already uses, through its collections and tags, to make it easier to setup product recommendations. As your collections and tags grow and change (i.e. adding a new product to a collection), the quiz automatically takes those changes into account without any manual updates.

When is the right time to use a custom quiz?

Custom quizzes are well-suited for routine quizzes or other quizzes where you need absolute control over the results page a merchant will see. We recommend custom quizzes for advanced users only. If you need to change your quiz type, you can do so in the quiz editor’s Settings area.

2. How dynamic quizzes work

With a dynamic quiz, you can assign collections, product tags, or individual products to quiz answers and then, when customers take the quiz, they will see the products that are the best fit for them based on how often those products were assigned to their selected answers.

As you create a dynamic quiz, you can determine which products should be included or excluded in product results when a customer selects that answer. If needed, you can use key questions to set strict limits to deeply narrow the products a customer might see.

For key questions…

  • When a collection, tag, or product is included in an answer, it means that customers who select this answer must see these products in their results.

  • When a collection, tag, or product is excluded in an answer, it means that customers who select this answer must never see these products in their results.

For non-key questions…

  • When a collection, tag, or product is included in an answer, it means that customers who select this answer are more likely to see those products. They will be ranked higher in their product results.

  • When a collection, tag, or product is excluded in an answer, it means that customers who select this answer are less likely to see those products. They will be ranked lower in their product results.

When the customer finishes taking the quiz, they will see the products that meet any constraints you’ve set with key questions (if applicable) that are the best fit for them, based on how often the products are included in their selected answers.

Products included on more answers selected by the customer are more likely to appear in their results. If products have equal rank (e.g., included on the same number of answers), your results page sort setting will determine their order in quiz results.

3. Creating a dynamic quiz

By default, all quiz templates and all from-scratch quizzes are dynamic quizzes. In this section, you’ll learn how to setup the most important parts of the dynamic quiz - the questions / answers and the results page.

3.1. Configuring dynamic quiz questions and answers

3.1.1. Key questions

While editing a multiple choice or picture choice question, you can decide whether this should be a key question.

In most cases, this should not be checked, because key questions set strict limits on which products can appear on results, so only use them when necessary (e.g., when asking about customer allergies). Learn more about key questions.

The key question setting in a dynamic quiz.

3.1.2. Including and excluding products

While editing the answers for a multiple choice or picture choice question, you can use the Select included products and Select excluded products buttons to add products that should be included or excluded from product results when a customer selects this answer.

Note: Not all questions need to have included / excluded products! Only add included or excluded products where the answer to the question should impact the products they see. Quiz questions can still be valuable to collect zero-party data, which can help you learn more about your customers.

The settings to add included or excluded products to an answer in a dynamic quiz.

You can add inclusions or exclusions by collection, tag, product, or even specific product variants.

Note: If you add products by collection or tag, any changes to that collection or tag will be automatically reflected in the quiz. For example, if you include products by a collection and add products to that collection, those new products will be included as well.

The settings to add included or excluded products by collection, tag, or individual products.

3.2. Dynamic quiz results pages

When you’re satisfied with your quiz questions and answers, you’re ready for the last step - updating the dynamic results page and fallback results page.

3.2.1. Dynamic results page

In the the Dynamic results page and go into the Dynamic products content block. From here, you can update the Number of products and Sort by settings. Since with dynamic quizzes, you don’t know in advance what specific products will show on the results page, these settings give you some control over how products are presented.

  • The Number of products setting determines the maximum number of products that will show on the results page. If a customer isn’t eligible to see many products based on their quiz answers and your inclusions / exclusions, they may see fewer products.

  • The Sort by setting determines, after taking best fit into account (i.e. which products should be ranked highest based on the number of selected answers include those products), how products appear on the results page. When multiple products are an equally good fit (e.g., they’re included on the same number of selected answers), they’ll be arranged according to this setting.

The Number of products and Sort by settings on the dynamic results page.

3.2.2. Fallback results page

Most customers should see the dynamic results page, but the fallback results page serves as a failsafe in cases where the customer is not eligible to see any products.

Setting up the fallback results page to show a few general products (e.g., your top three best sellers) will ensure that no customers take the quiz and land on a blank results page.

Note: If you’re noticing that customers are often landing on the fallback results page, the best first step is to disable the key questions setting on your quiz questions. We recommend using this only when absolutely necessary (e.g., on questions about allergies) and on no more than 1-2 questions per quiz. Learn more about key questions.

The fallback results page on a dynamic quiz.

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