NoteA quiz funnel is a multi-step form connected to conditional redirect logic. Build the form first, then set up conditional automation to segment respondents and deliver personalised next steps.
A quiz funnel does two things: it qualifies your audience into segments that receive different messages, and it creates an interactive experience that increases engagement compared to a standard opt-in.
Steps
1
Define your segments first
Before building anything, define 2–4 outcome segments. Example for a business coach: Beginner (0–2 years), Established (2–5 years), Scaling (5+ years). Each segment will receive different messaging.
2
Build a multi-step form
Go to Sites → Forms. Create a form with 4–7 questions. Use radio buttons for most questions (single-select makes scoring simpler). Include an email field at the start or end to capture the lead.
3
Set up scoring or tag-based segmentation
Assign each answer to a segment via tags. Use a workflow triggered on form submission with If/Else branches based on which answer they selected.
4
Create conditional automation branches
In Automation → Workflows, set a trigger on form submission and add If/Else branches. Each branch sends the respondent down a different path: different email, different redirect URL, different tag.
5
Build your results pages
Create a separate funnel page for each segment outcome. The results page should: name the segment they fall into, validate their situation, and offer the most relevant next step.
6
Test all paths
Complete the quiz representing each segment. Verify each outcome receives the correct results page, tags, and follow-up email.
Common Mistakes
- Too many questions. Quiz completion rates drop sharply above 8 questions. 4–6 is the sweet spot.
- Results that all lead to the same offer. If every quiz outcome sends people to the same page, the segmentation adds no value.
- Email capture at the end only. Placing the email field after 6 questions risks losing the lead if they abandon partway through.
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