Surveys and quiz funnels
Surveys and quizzes are multi-step forms that ask one question per page, often with branching logic. They're powerful for lead qualification ("Which service is right for you?") and engagement ("What's your style?").
When to use a quiz instead of a regular form
You want to recommend the right product/service from many options
You need to score and route leads ("hot" vs. "warm" vs. "cold")
You want higher engagement than a static form delivers
Your value proposition genuinely benefits from understanding the customer first
Build a quiz
1. Sites → Surveys → "+ New Survey"
2. Add a welcome screen (engagement-boosting opener)
3. Add questions one per page — each is a step in the funnel
4. For multiple-choice questions, configure scoring: each answer adds points to a category
5. Set branching logic: if answer = X, jump to question Y
6. Add the contact-info collection step at the end (name, email, phone)
7. Build the result page: dynamic content based on scores
8. Publish
Common quiz patterns
Service matcher: 5 questions → recommend the right service tier
Lead qualifier: budget, timeline, decision-maker questions → score and route to right rep
Style or preference: personality-style questions → personalized recommendations
Diagnosis-style: symptoms or pain points → suggested next steps
WARNING — Don't replace medical advice
Healthcare quizzes that imply diagnostic recommendations can cross legal and ethical lines, especially under HIPAA and FDA rules. If you're on the Medical (HIPAA) plan and considering a symptom-based quiz, run the copy past your compliance specialist first.
