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How to Create a Shopify Quiz to Recommend Products

Shopify doesn’t have a built-in quiz tool. So you’ll need to use third-party software that connects to Shopify to create and launch your quiz. Then, you can personalize product recommendations for your ecommerce visitors.

Luckily, ConvertFlow’s quiz builder was made for Shopify stores. So, you’ll be able to get your product quiz up and running quickly.

Follow this step-by-step guide to create a Shopify quiz using ConvertFlow’s Shopify quiz app and Shopify integration.

You’ll learn how to:

  • Choose your quiz campaign format
  • Customize the design of your quiz
  • Push subscriber data to your email & SMS  service provider
  • Set up personalized product recommendations
  • Get the quiz live on your Shopify website

Step 1: Choose a template for your Shopify quiz

ConvertFlow has a wide range of customizable quiz templates for all kinds of verticals, niches, and outcomes.

Choose the best one for your needs and select the "Use This Template" button. Then, create a free ConvertFlow account (or log in if you already have one) to start editing.

Today, we’ll use a simple product quiz funnel template:

Step 2: Select a quiz campaign format

Now decide how you want your Shopify quiz to be displayed on your website.

You can display a quiz in a variety of formats:

  • On its own dedicated landing page
  • As an overlay popup
  • Embedded onto an existing page on your website

Select the option you want when prompted in ConvertFlow:

Campaign formats for a product quiz in ConvertFlow

We’ll choose a landing page for the example in this article, where we'll build out a quiz for a fictional furniture store. 

Step 3: Set the trigger (if using a popup)

Note: This is only relevant for popups and site messages. You won’t need to take this step if you’re using a landing page or embedding your quiz.

Next, we’ll customize the design and functionality of our quiz.

If you choose to have your quiz within a popup or site message, you’ll need to set how that campaign is triggered when someone is browsing your website.

You can trigger your campaign to show on:

  • Exit-intent: When someone shows behavior that indicates they’re about to leave your website.
  • Time delay: After a set amount of time that you choose 
  • Scroll-point: After the visitor scrolls to a specific point on the page
  • Click: Appears when someone clicks on a particular button or link.

👉🏾 Learn six must-know popup design principles to boost conversions

To set your trigger in ConvertFlow, head to the Settings tab in the right pane and scroll to the trigger section.

Step 4: Customize the design of your quiz

Before setting up your quiz questions and results, it’s best to set up the aesthetic design of your quiz first.

This means setting your brand colors, logo, fonts, styles, etc.

You have two options for this:

  1. Theme-level: This sets colors, fonts, etc. across the campaign as a whole.
  2. Element-level: This allows you to override theme settings to edit styles on an individual element level.

We recommend setting your design at the theme level first so that any new elements or steps you create for your quiz follow that same design. Then, if there are specific elements you want to be different, you can override those element by element.

For our fictional furniture store we’ll start by updating the template’s colors at the theme level to match our brand.

Click the "Theme" tab in the builder's side panel. From here, you can customize the colors, fonts, and other styling details for all kinds of element types:

Theme style menu for a quiz in ConvertFlow

Let’s customize our buttons to a dark green color under “Buttons”:

Style panel for buttons in ConvertFlow

Changes made at the theme-level will get applied across your entire quiz. You can then make tweaks to individual elements as and when you like throughout the campaign.

Step 5: Customize your quiz questions

Now that the quiz is on brand, let’s build out the questions for our Shopify quiz.

The exact questions to include depend on a range of things, such as your target audience and desired outcome. But, generally speaking, you want to make sure the quiz is appealing to those you’re trying to attract and aligns with the solution your business offers.

For our furniture store example, we’ll include the following questions:

  1. Which room are you furnishing?
  2. What is your interior style preference?
  3. What is the size range of this room?

To add the question, we just edit the headline text in each step:

Editing headline text in ConvertFlow

Then, to set the answer options, just select the survey element and edit the options in the right-side panel.

You can click the pencil icon to edit each option:

Editing quiz answer options in ConvertFlow

Your quiz can be as long or as short as is needed. Just duplicate/delete the campaign steps to add or remove questions.

It’s also important to set up your field mapping correctly at this stage.

For each quiz question, open up the “Map to Custom Field” dropdown in the side panel:

Custom field mapping option in ConvertFlow

Then, scroll to the “ConvertFlow Custom Fields” section, select the “New Field Name +” option, and give your field a unique, recognizable name that’s relevant to the question:

Creating a new custom field label in ConvertFlow

This means that all the answers a visitor gives in the quiz will be saved as individual fields in their ConvertFlow contact profile.

And depending on your integration, once we connect your CRM or email & SMS software in the next step, these fields will also be mapped to the person’s contact profile.

👉 Learn more about setting up your quiz correctly in ConvertFlow.

Step 6: Connect your quiz to your CRM, email, or SMS software

Once your quiz questions are set up, we need to connect your CRM or email marketing service provider (ESP) so you can pass on your subscriber and contact data.

To do this, we’ll jump to the “Call-to-action” step of the quiz.

Then, select the form in the main builder and click the “Manage Actions” button in the side panel:

Manage actions button that appears in the side panel when you select a form element in ConvertFlow

A modal window should now appear on your screen.

At the top of the window, select the “New Integration +” button to start connecting your CRM or ESP:

Add new integration button

Note: If you’ve already connected an integration to ConvertFlow previously, you’ll instead see a button that says “Manage Integrations.”

In the next window, find your provider from the list of options, click the “Connect” button, and follow the on-screen instructions to verify the integration with ConvertFlow.

Step 7: Push data to your CRM or ESP

Now that your CRM or ESP is connected to ConvertFlow, we can set up an automation to pipe the data from any form submissions into your integrated account.

We’ll use Klaviyo as an example.

You should be brought straight back to the “Manage Actions” window after authenticating the integration. From here, scroll down to the automations section and click the “Add Automation” button:

Add new automation in "Manage Actions" popup in ConvertFlow

In our example, we want to add quiz takers to our Klaviyo subscriber list. So, we’ll select the “Klaviyo - Add to list” automation from the dropdown and choose the list to add people to:

Automating adding quiz takers to a Klaviyo list

All new subscribers will now get added to this list whenever they fill out the quiz form.

Note: You can add further automations here, including adding to another CRM or separate SMS tool and updating other customer profile properties in your integrated tools.

Step 8: Connect Shopify to ConvertFlow

The magical part of any Shopify quiz is of course the personalized product recommendations that can show to each person based on their quiz answers. But in order to deliver those recommendations, you’ll need to connect your Shopify store.

From your website’s dashboard in ConvertFlow, go to “Settings,” then "Integrations" in the left-side navigation. Find Shopify and click “Connect.”

Integrations menu in ConvertFlow

Enter your Shopify store’s “” URL and click “Connect Integration.”

Give ConvertFlow permission to access your Shopify store by clicking “Add app” on the Shopify store and follow the on-screen instructions.

Once connected, ConvertFlow’s script will be automatically installed on your Shopify store 🙌🏽

Step 9: Set up personalized product recommendations

Now it’s time to set up the outcomes/results visitors are shown after submitting their email in the previous call-to-action step.

First ensure the default action of your form sends people to the correct step in the quiz funnel:

Default form action in ConvertFlow

Now go to the outcome step to customize its content.

You can use dynamic merge tags to personalize any text according to a person's quiz answers.

For example, we'll get our headline sub-text to reflect back details about the room and style answers that were given:

Merge tags as they appear in ConvertFlow

This can be seen in action in the Preview area:

Merge text preview

Next, we'll add the product recommendations.

Using the products element, you can feed products in from your Shopify catalog with filters according to each person’s quiz answers.

Most templates will already have a products element included. But, you can also manually add one to any campaign:

Add products element in the side panel

Once added, click the "Manage Products" button from the side panel to configure which products show.

Select the Shopify products source:

Manage products button in the side panel


Before moving on, we recommend building out a different product collection for each quiz results combination in your Shopify store. Here's what the first few might look like for our furniture store:

Shopify Collections example

This means you can use Shopify's filtering conditions to control which products fall into each category, such as tags, product names, and metafields.

Learn more about Shopify Collections

Finally, we need to build the conditions that filter what products are recommended by your Shopify quiz.

Head back into the "Manage Products" modal in ConvertFlow and select the "Add Conditional Product Recommendation" button:

Add conditional product recommendation button as it appears in the "Manage Products" popup in ConvertFlow

Then, add the first question and results option to the “All required” group of conditions:

Quiz results conditions as they appear in ConvertFlow

Click “Create Condition,” then repeat for the other questions in the quiz:

An example of a set of quiz conditions in ConvertFlow

Once you’ve built out the first set of possible answer options like this, scroll down to where it says “Then recommend these products:” underneath.

Select “Products in Collection” from the dropdown menu and choose the Shopify collection that's relevant to the answer combinations we just added:

Product recommendation filter to pair with the quiz results conditions in ConvertFlow

Now repeat this step by creating a new conditional recommendation for each results outcome you have in your quiz:

A list of quiz results product recommendations in ConvertFlow

Once you’ve set up all recommendations options, scroll down to:

  • Choose whether you want the buttons on your results page to add the products to the shopper’s cart OR redirect people to the relevant product page
  • Enter any discount codes to be applied at checkout

Click “Done” at the bottom of the modal.

Now you can customize design options for your products from the side panel:

  • Grid or list layout
  • Maximum number of products to show
  • Margins, padding, container widths
  • Button colors, font types, text styling
  • And a lot more
Products styling options as they appear in the side panel in ConvertFlow

Click “Save” and “Publish” your campaign.

Step 10: Get your targeting and settings right

Hit “Preview” in the top right of the builder to move to the next screen, where you can check the look and functionality of your Shopify quiz funnel. Don’t worry, any automations you have set up won’t actually run on the preview screen. So, you won’t be adding your email address to your ESP while testing.

If it all looks good, select “Launch” to go through to the final step to get it live on your website.

The launch screen will look slightly different depending on the campaign format your quiz uses: popup, landing page, embedded, etc.

For a landing page, you’ll be able to simply display the quiz as a landing page on your Shopify domain—meaning it appears with your standard website header and footer, etc.

Just select your Shopify domain and set the URL path to whatever you want:

Landing page launch options in ConvertFlow

Note: Displaying your landing page on your Shopify domain is required for ConvertFlow's products element to be able to use the Shopify products source.

For embeds, you’ll see a simple embed code you can copy-paste to any page on your site.

For embedded and popup campaigns, you can set specific targeting conditions. For example, you can set the popup to only show on certain website pages or devices.

Let’s say we only want a popup quiz to appear on blog posts for visitors using a desktop device.

You might set up targeting conditions to look like this:

Example targeting conditions on the launch page for a popup in ConvertFlow

The conditions are set to device type: desktop and URLs that contain “/blog/”

You can also optionally set targeting conditions for popups and embedded campaigns to display only for certain shopper segments—or advanced targeting conditions like geo-location, past site activity, and more.

Step 11: Activate & launch your Shopify quiz

Nothing else is required here if you’re running your Shopify quiz on a standalone landing page. Just grab the URL, and start promoting it wherever you want — in your navbar, emails, ads, etc. 🙌

For popups and embedded forms, activate your campaign by toggling the switch underneath the targeting conditions:

Toggle to activate your Shopify quiz

Launch your Shopify quiz with ConvertFlow

To deliver personalized product recommendations and drive list growth with product quizzes, you need third-party software that integrates with Shopify.

ConvertFlow makes creating a Shopify quiz easy with customizable templates and the integrations you need to use that quiz data across marketing channels.

Create a free account and and try it for yourself today.

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