Build a recommendation quiz

Help visitors find the product, service, or resource that fits them. You'll start with the pages you want people to reach, then build a short conversation that chooses a recommendation. Most visitors will answer one question. Only people who need help narrowing it down will get a follow-up.

This guide uses answer scores to choose between two recommendations and gives people who'd rather browse a general link. Email capture is optional, so nobody has to join a list to reach a useful page.

1. Pick the pages you'd like to recommend

Go through your website and choose two pages that serve different needs, plus a general page for people who aren't ready to choose. Use pages you already have, with content that delivers what your recommendation promises.

Our example business, WorkForge (opens in a new tab), could recommend:

• Its consultants page (opens in a new tab) for someone managing their own client work.
• Its agencies page (opens in a new tab) for someone coordinating an agency team.
• Its homepage (opens in a new tab) for someone who wants to explore.

The recommendation appears inside the widget, with a button to the matching page. You don't need a separate quiz completion page. This is a page recommendation, not an assessment of someone's ability.

2. Work backward to your questions

Ask what you'd need to know to send someone to each page. Start with the question that separates the recommendations. Add another only where the answer still leaves more than one page.

WorkForge's first question is "What are you managing?":

• My own client work points to the consultants page.
• An agency team's projects points to the agencies page.
• A mix of both needs one follow-up.
• I'd rather explore points to the homepage.

Only people who choose A mix of both get "Where would you like to start?":

• Organizing my own client work points to consultants.
• Coordinating the agency team points to agencies.
• I'm not sure yet points to the homepage.

Use your visitors' words for your own questions and answers. Nobody needs to answer a question that won't change the recommendation.

You'll need RightMessage installed on your website before you try the quiz.

3. Create the quiz

A flow holds the questions and recommendations. A widget shows them on your site. We'll use a toaster so you don't need to edit your website to place the quiz.

1. Open Flows, choose New flow, then Blank flow.
2. Choose A new widget if offered.
3. Under What kind of widget?, keep Toaster. It slides into the bottom right corner of your pages.
4. Enter WorkForge recommendation quiz in Flow name, then choose Create flow.
5. On the canvas, choose Add the first step, then Question and Multiple choice.
6. Enter your first question and its answers. Leave Allow multiple answers off and choose Add to flow.
7. On the A mix of both path, choose +, then Question, and add the follow-up the same way. Leave the other answer paths empty for now.

Your questions should make sense wherever someone lands, because this toaster appears across your site. Everything stays in the draft until you publish.

If you'd like to collect email addresses, add an optional Email question before the quiz questions. A connected email platform lets you identify the visitor for relevant follow-up. Use a provider Subscriber condition to bypass capture for contacts you already recognize, then let both paths rejoin before the quiz.

Set Identify the visitor, choose the supported Contact action and approved destination, and turn Required off. Use consent wording that matches what you'll do with the data. An unticked consent checkbox keeps the answer without identifying the visitor or writing to your provider. Email questions and consent covers the setup and provider differences. Don't promise an emailed recommendation unless you've also set up that email automation.

4. Give each recommendation a score

Scores let the flow compare answers before it chooses a page. Use two distinct names that aren't already used by another flow score or stored variable. For this example, use wf_quiz_consultants and wf_quiz_agencies.

1. Open the first question on the flow canvas.
2. Beside My own client work, choose Edit answer scores. Under Modify score, enter wf_quiz_consultants and set the amount to 1.
3. Give An agency team's projects one point for wf_quiz_agencies.
4. Leave A mix of both and I'd rather explore unscored.
5. Open the follow-up. Give Organizing my own client work one consultant point and Coordinating the agency team one agency point. Leave I'm not sure yet unscored.
6. Open the widget's Display tab. Under Question handling, choose Ask every question, every time.

Only the follow-up's path asks that question. Each completed path in this example contributes either one point to a recommendation or no points. Don't add Set Data adjustments for the same answers, or you'll have a second way of awarding those points.

5. Choose a page for every path

After the first question's answer paths rejoin, add a check for whether the visitor chose a recommendation answer. This gives people who chose to browse a useful page without treating missing scores as a preference.

1. Add a Condition and set Note to Has a recommendation answer.
2. Add a rule group matching either scored answer to the first question.
3. Choose Add group. In this group, require both A mix of both on the first question and either scored answer to the follow-up. This keeps an old follow-up answer from overriding a new choice to browse.
4. Set A visitor matches when to Any group matches. Select the actual questions and answer segments, not the score names.
5. On No, add an Offer for the general page.
6. On Yes, add High Score from Build. If it's missing, check that your questions have two distinct score names with nonzero adjustments.
7. Keep Flow Scores selected if the mode selector appears, and leave Lowest score wins off.
8. Keep the two named score routes. Put consultants above agencies to make consultants the first choice in a tie.
9. Add the matching Offer inside each score's path.

For each offer, choose Create a new offer / promo. In Content, write a short Headline and Description, set Button text, and enter the real Link URL. For WorkForge's consultants page, that could be "Keep your client work organized" with a "See WorkForge for consultants" button. Give the agency and general offers their own copy and links.

Every path should end with advice and a working button, not just a thank-you message.

High Score compares values rather than creating score bands. The first tied row wins, and missing values need their own handling. Keep this quiz in Flow Scores once you've built its paths. The High Score reference covers missing and zero values, same-name variables, adding candidates, and the content removed when you delete routes or switch modes.

If you later put a form at the end, choose the recommendation before the form. Don't put High Score after a terminal form and expect the quiz to continue. A redirect to a separate page also needs a real published page that makes sense when someone visits it without quiz data.

6. Preview it on your site

1. Choose Preview on your site in the bar at the bottom of the dashboard. Use Choose preview URL to start on a particular page.
2. Answer the first question and check that only A mix of both asks the follow-up.
3. Try every answer, including both browsing choices. Open each recommendation's button and check its destination.
4. Use the debugger docked at the bottom to inspect the answer, scores, and selected path.

Check desktop and mobile, then try restarting, refreshing, and returning to the page. If you enable a back button, also check backtracking and changed answers. The scores and recommendation should match the current answers rather than a previous attempt. Testing your changes explains fresh-visitor testing. Restarting a preview alone doesn't check every returning-browser state.

If you added email capture, also test skipping it, leaving consent unchecked, and bypassing it as an identified contact. The debugger simulates provider writes, so you'll check the actual contact record after publication.

7. Publish

Once every path works, choose Publish and review all pending project changes. Then visit your site normally and take the quiz without forced debugger data.

If you collect email addresses, use an approved test contact and inspect that exact record in your provider. Check identification and any answer mappings you've configured. Capturing an email address doesn't automatically map every answer or send an email.

When visitors get a recommendation that fits their answers, and people who'd rather browse still reach a useful page, it's working. Next, use those answers in your welcome emails.