Build a resource recommendation in the app

In this guide, you'll ask visitors one question, save their answer to your CRM, and send each of them to the resource that fits.

Available on the Grow, Scale, and Pro plans.

Updated October 14, 2026

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This guide is going to help you get a bit of data from the people on your website, sync it into your CRM, and then use what they share to give them the perfect resource.

You'll be introduced to the core building blocks of RightMessage along the way, and this is really the first piece of your segmentation and personalization playbook.

1. Decide what to ask

Pick one question you'd love to know the answer to, and decide where each answer should send people. Our example business, WorkForge (opens in a new tab), asks "What would you like help with first?":

If they answer…	Recommend	Link to
Plan my work	A weekly planning guide	`https://example.com/guides/planning`
Coordinate my team	A team-work guide	`https://example.com/guides/team-work`
I'm exploring	The resource index	`https://example.com/guides`

Swap in your own pages before you go live. Your question will appear on every page of your site, so pick one that makes sense wherever someone lands.

You'll need RightMessage installed on your website first. If onboarding is still open, choose Build from scratch to get to the dashboard.

2. Create a flow

A flow decides what visitors see next. A widget decides how and where that flow appears on your site. Creating a flow gives you both. Flows, widgets, and campaigns explains how they fit together.

Open Flows, choose New flow, then Blank flow.
If Where should this flow show? appears, select A new widget.
Under What kind of widget?, keep Toaster. It slides into the bottom right corner of your pages, so you don't need to change your website at all.
Enter WorkForge starting guide in Flow name.
Choose Create flow.

New flow setup with A new widget, Toaster, and the WorkForge starting guide name selected

Nothing you build goes live until you publish, so take your time.

3. Ask your question

On the flow canvas, choose Add the first step, then Question.
Under Segment visitors, choose Multiple choice.
Enter What would you like help with first? as the question.
Replace the sample answers with Plan my work, Coordinate my team, and I'm exploring.
Leave Allow multiple answers off, so each answer gets its own path.
Choose Add to flow.

Flow question drawer with Choose what to ask, or reuse one of your questions and Multiple choice highlighted under Segment visitors

Each answer now gets its own path on the canvas. RightMessage also saves the question to your library and creates a segment for each answer, so later you can show different things to people based on what they chose.

4. Send each answer to the right resource

Drag Offer into the Plan my work path.
Choose Create a new offer / promo and give it a name you'll recognize, such as Planning guide.
In Content, set Headline to Make a plan for the week, add a short Description, and set Button text to Open the planning guide.
Set Link URL to your planning guide.
Close the drawer. Your changes save to the draft automatically.
Do the same for Coordinate my team and I'm exploring, with their own headlines and links.

WorkForge starting guide flow with a Toaster widget and one question branching into Plan my work, Coordinate my team, and I'm exploring, each ending in its own offer

Keep each offer inside its own answer's path, so every answer gets the right recommendation.

5. Save answers to your CRM

If you've connected your email platform or CRM, you can save each person's answer to their contact record.

Select the question on the canvas and choose Open full settings ↗.
Open the tab named for your platform, such as Sync with Kit, and choose where the answers should go, such as a custom field or a tag.

Answers reach your CRM for visitors RightMessage can identify, such as subscribers who arrive from a link in one of your emails. Syncing contact data covers the details for each platform.

6. Preview it on your site

Before anything goes live, use the built-in preview to load your draft on your real website.

Choose Preview on your site in the bar at the bottom of the dashboard. Use Choose preview URL if you'd like to start on a different page.
Your site opens with your unpublished changes, and the toaster appears in the bottom right corner.
Answer the question and check that you get the right recommendation.

WorkForge website preview with the starting question in a bottom-right Toaster and the RightMessage debugger docked below in Draft mode

You'll also see our debugger docked at the bottom of the page. It shows what RightMessage knows about you and why it's showing what it shows, so it's easy to see what's happening. Testing your changes covers how to try each answer as a fresh visitor.

7. Publish

Once you're happy with it, choose Publish and review your changes. Then visit your site like any other visitor to see it live.

When a real visitor can answer your question and land on the right resource, it's working. Next, see how it's doing. Add another question only when its answer would change what you recommend.