Quiz, Survey & Assessment Templates
Every personalization starts with understanding your audience. Pick a ready-made quiz, survey, or assessment, install it in one click, and start collecting the segment data that powers personalized websites, emails, and campaigns.
Our most popular templates, chosen by customers who are just getting started with personalization.
Dramatically improve email relevance
Ask 3 quick questions when someone joins your list to learn who they are, what they need, and where they are in their journey. Then personalize every email from
Best for: Anyone starting with email personalization who needs a simple first step
Uncover why people buy and what almost stopped them
Learn why customers bought, what almost held them back, and what they want next. Conversational questions that surface the insights you need to improve your
Best for: Product creators who want conversion insights straight from buyers
Guide every visitor to the perfect product
Guide visitors to the right product or service tier based on their needs, budget, and goals.
Best for: Businesses with multiple products or service tiers
Boost completion rates with a fun, shareable quiz
Help subscribers discover their ideal productivity system based on their challenges, work situation, and obstacles. Route each persona to personalized content
Best for: Productivity coaches and tool creators with diverse audiences
Stop wasting demos on unqualified leads
Qualify inbound SaaS leads by company size, tech stack, budget authority, and implementation timeline, then route qualified buyers to a demo and the rest to
Best for: B2B SaaS companies with inbound lead flow
Show the perfect lead magnet on every blog post
Automatically display different lead magnets to visitors based on the category of content they are reading. No questions needed, just smart content matching.
Best for: Bloggers and content creators with topic-diverse content
Measure readiness, maturity, or fit with weighted scoring and detailed result breakdowns.
Trigger post-conversion workflows like onboarding sequences, upsell paths, and follow-up actions.
Qualify and route leads through branching logic that adapts based on how they answer.
Score responses to reveal personality types, skill levels, or product matches, then personalize everything that follows.
Collect segmentation data from your audience with targeted questions that feed directly into your personalization engine.
Pre-qualify agency leads before the first call
Qualify potential agency clients by project type, budget range, timeline, and decision-making authority, then route qualified prospects to a consultation and
Best for: Agencies tired of discovery calls with unqualified prospects
Tailor follow-ups to each agency's service type
An adaptive survey that branches based on service type, asking targeted follow-ups about marketing, design, or development agency challenges.
Best for: Agencies serving marketing, design, and development clients
Diagnose process, client, and team maturity at a glance
A multi-dimensional maturity assessment that scores agencies across Process, Client, and Team maturity to identify their dominant strength area.
Best for: Agency growth consultants assessing operational maturity
Pre-qualify and tier-match every inbound lead
Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and
Best for: Agencies with multiple service tiers and minimum budgets
Show agencies their exact scaling bottleneck
Evaluate agency readiness to scale across service productization, client acquisition, team capacity, process documentation, and profit margins with tiered
Best for: Agency consultants helping agency owners scale
Help brands discover their ideal growth strategy
Split e-commerce visitors by business model, then score within each path to reveal their brand strategy archetype with personalized growth recommendations.
Best for: E-commerce educators and agencies serving DTC, marketplace, and wholesale brands
Know exactly who follows you and what they need
Profile your audience by business stage, goals, and challenges to personalize your content and offers for each subscriber segment.
Best for: Productivity influencers with audiences at different business stages
Personalize career advice to each subscriber's situation
Learn each subscriber's career stage, goals, and challenges to personalize coaching content and service recommendations.
Best for: Career coaches serving job seekers, career changers, and professionals
Multiply your qualified pipeline
Ask potential clients a few quick questions about their project. Route qualified prospects to a project request form and everyone else to your newsletter.
Best for: Freelancers and agencies qualifying inbound project requests
Know exactly what each coach needs
A comprehensive 6-question survey for coaches covering niche, years in practice, client load, revenue per client, delivery model, and scaling plans, with
Best for: Coaching businesses that offer tiered services based on practice maturity
Qualify coaching prospects while personalizing intake
Streamline client qualification for coaches while personalizing the intake experience based on prospect needs and budget.
Best for: Coaches who want to streamline client qualification
Help coaches see exactly where to focus next
Evaluate coaching business readiness across niche clarity, pricing confidence, client pipeline, systemization level, and scalability to deliver tiered growth
Best for: Business coaches who serve other coaches and consultants
Ask the right follow-ups for each coaching niche
An adaptive survey that branches based on coaching niche, asking targeted follow-ups about business, life/wellness, or career coaching challenges.
Best for: Coaches spanning business, life, and career coaching
Turn curiosity into coaching clients
Help coaches discover their unique coaching style and get tailored strategies for client transformation.
Best for: Coaches who want to attract and segment prospects through personality insights
Qualify consulting leads automatically
Qualify prospective consulting clients by business challenge, company revenue, engagement type, and decision timeline, then route qualified leads to a strategy
Best for: Consultants who want to fill their pipeline with qualified prospects
Identify the biggest constraint in each practice
A multi-dimensional maturity assessment that scores consultants across Expertise Depth, Business Systems, and Client Pipeline to identify their dominant
Best for: Business coaches specializing in consulting practice growth
Identify growth gaps before they become problems
Evaluate consulting practice readiness across expertise positioning, lead generation, proposal win rate, delivery systems, and revenue diversification with
Best for: Business coaches serving independent consultants
Understand every creator's situation deeply
A comprehensive 6-question survey for course creators that profiles teaching experience, audience size, content format, revenue model, challenges, and tech
Best for: Course platforms wanting to recommend the right resources per creator
Adapt questions based on how someone teaches
An adaptive survey that branches based on course format, asking targeted follow-ups about live, self-paced, or cohort-based teaching challenges.
Best for: Course creators offering live, self-paced, and cohort formats
Help creators know if they are ready to launch
Score course creators on audience warmth, content readiness, and launch strategy to route them to the right pre-launch sequence.
Best for: Launch strategists and course creation coaches
Deliver instant credibility with a scored assessment
Evaluate course launch readiness across audience warmth, content preparation, launch strategy, tech stack, and post-launch plan to deliver tiered
Best for: Course launch coaches helping creators prepare for their next launch
Match creative content to each student's level
Profile creative students by experience level, medium, and goals to send targeted tutorials, courses, and resources.
Best for: Art and design educators with students at varying skill levels
Reveal each creator's unique growth profile
Split creators by content type, then score within each path to reveal their unique creator sub-archetype with tailored growth recommendations.
Best for: Creator platforms with courses, memberships, and digital products
Show creators where they stand and what to do next
A multi-dimensional maturity assessment that scores course creators across Content, Audience, and Revenue maturity to identify their dominant strength area.
Best for: Creator economy educators and platforms
Know exactly what your cruise audience wants
Uncover who is watching your content, their favorite cruise lines, preferred destinations, and travel style to personalize your recommendations and affiliate
Best for: Cruise content creators wanting to personalize recommendations
Ask relevant questions for each product type
An adaptive survey that branches based on product type, asking targeted follow-ups about physical, digital, or subscription-based e-commerce challenges.
Best for: E-commerce educators serving physical, digital, and subscription businesses
Engage founders with a quiz they want to share
Help e-commerce founders discover their growth leadership style and get tailored strategies for scaling their store.
Best for: E-commerce brands targeting founders and store owners
Zero-friction personalization for every shopper
Automatically route e-commerce visitors based on browsing behavior and traffic source. Show relevant offers for product browsers, sale hunters, returning
Best for: E-commerce stores wanting to personalize by browsing behavior
Personalize professional development for every educator
Profile educators by subject area, experience level, and professional development goals to deliver targeted resources and training.
Best for: Education content creators serving teachers and instructors
Attract and segment financial professionals
Help financial advisors discover their advisory style and get tailored strategies for client growth and retention.
Best for: Financial services marketers targeting advisors and planners
Match the right clients to the right advisor
Qualify prospective financial planning clients by financial situation, investable assets, planning needs, and advisor relationship status, then route qualified
Best for: Financial planning firms qualifying high-net-worth prospects
Match qualified prospects to the right advisor
Score prospects on net worth, financial complexity, and urgency. Qualified prospects are matched with an advisor. Unqualified prospects receive self-service
Best for: Wealth management firms with multiple advisor specialties
Help advisors pinpoint their next growth lever
Evaluate financial practice growth readiness across client acquisition, compliance readiness, service offerings, technology adoption, and referral pipeline with
Best for: Financial industry coaches and practice management consultants
Match visitors to the right financial service
Match visitors to the right financial service by asking about their primary goal, life stage, risk tolerance, and current financial situation.
Best for: Financial advisors and firms with multiple service offerings
Match each subscriber to coaching or self-serve content
Uncover fitness goals, experience, and preferences to route subscribers toward your 1:1 coaching or self-serve programs.
Best for: Fitness influencers offering both 1:1 coaching and digital products
Adapt questions to each delivery model
An adaptive survey that branches based on service delivery model, asking targeted follow-ups about in-person, online, or hybrid fitness business challenges.
Best for: Fitness professionals with in-person, online, and hybrid offerings
Engage fitness pros with personality-driven content
Help fitness professionals discover their unique coaching style and get tailored strategies for client results.
Best for: Health and fitness platforms targeting professional trainers
Personalize health content to each subscriber's needs
Profile subscribers by health goals, dietary preferences, and knowledge level to deliver personalized, evidence-based recommendations.
Best for: Health and nutrition experts with diverse audience needs
Focus your time on ready-to-act buyers
Qualify prospective home buyers by buying stage, pre-approval status, budget range, and timeline, then route qualified buyers to agent matching and others to
Best for: Real estate agents qualifying incoming buyer leads
Personalize based on membership maturity
A comprehensive 6-question survey for membership site owners covering membership type, member count, pricing model, churn rate, engagement approach, and growth
Best for: Membership platforms wanting to reduce churn with targeted recommendations
Boost member activation and reduce churn
Identify why members join and personalize onboarding to increase activation and reduce churn.
Best for: Membership site owners wanting to personalize onboarding
Show the right CTA based on visitor behavior
Automatically route membership site visitors based on page behavior and traffic source. Show relevant CTAs for pricing visitors, content samplers, member login
Best for: Membership sites wanting to convert visitors without surveys
Match wellness content to each subscriber's journey
Profile subscribers by mindfulness experience, wellness goals, and preferred practices to personalize meditation resources and content.
Best for: Mindfulness coaches serving beginners through advanced practitioners
Send age-appropriate parenting content automatically
Profile parent subscribers by child ages, interests, and challenges to deliver relevant parenting tips and family resources.
Best for: Parenting creators serving families at different life stages
Match financial education to each subscriber's situation
Profile subscribers by financial situation, goals, and knowledge level to personalize money management education and recommendations.
Best for: Finance educators serving audiences from beginners to advanced investors
Personalize creative education for every photographer
Profile photographers by experience level, goals, and monetization challenges to deliver targeted tutorials and business advice.
Best for: Photography educators with hobbyist through professional audiences
Guide every prospect to the right plan
Help prospects find the right subscription plan by walking them through use case, team size, feature needs, and budget to deliver a tailored plan
Best for: SaaS companies with multiple pricing tiers
Increase revenue per student after enrollment
After course enrollment, ask about goals and experience level to recommend an advanced course or coaching package. Captures email for personalized follow-up.
Best for: Course creators with advanced programs or coaching add-ons
Increase average order value after checkout
After a purchase, ask about satisfaction and preferences to recommend complementary products. Captures email for personalized follow-up with product
Best for: E-commerce stores with complementary product lines
Convert trial users to the right paid plan
After trial signup, ask about use case and team size to recommend the right plan upgrade. Captures email for personalized onboarding and upgrade offers.
Best for: SaaS companies wanting to improve trial-to-paid conversion
Turn curiosity into qualified SaaS leads
Help SaaS product leaders discover their leadership style and get tailored strategies for product growth.
Best for: SaaS companies wanting to engage product leaders with personality-driven content
Eliminate choice paralysis for shoppers
Guide shoppers to the right product through a series of preference questions. Narrows down by category, style, budget, and use case to deliver a tailored
Best for: E-commerce stores with diverse product catalogs
Tailor every touchpoint to your prospect
A simple 3-question survey that segments coaching professionals by niche, practice stage, and primary goal to personalize their experience.
Best for: Coaches who serve multiple niches or experience levels
Personalize from the very first email
A simple 3-question survey that segments course creators by teaching style, course stage, and primary goal to personalize their experience.
Best for: Course creators who want to tailor content by teaching style and experience
Match content to each store owner's stage
A simple 3-question survey that segments e-commerce store owners by business type, store stage, and primary goal to personalize their experience.
Best for: E-commerce educators serving stores at different growth stages
Deliver relevant content from day one
A simple 3-question survey that segments health and fitness professionals by specialty, business stage, and primary goal to personalize their experience.
Best for: Health and fitness professionals serving diverse specialties
Send relevant content from the first touchpoint
A simple 3-question survey that segments real estate professionals by specialty, experience level, and primary goal to personalize their experience.
Best for: Real estate professionals serving buyers, sellers, and investors
Send the right message to every SaaS lead
A simple 3-question survey that segments SaaS visitors by company role, company stage, and primary goal to deliver personalized content.
Best for: B2B software companies personalizing content by role and company stage
Match every prospect to the right program
Guide potential clients to the right coaching program by asking about the area they want to improve, their current situation, commitment level, and preferred
Best for: Coaches with multiple programs or service tiers
Guide buyers and sellers to the right next step
Help potential clients find the right next step by asking whether they are buying or selling, then narrowing through property type, price range, and timeline.
Best for: Realtors and brokerages serving both buyers and sellers
Build a complete picture of every lead
A comprehensive 6-question survey for SaaS companies covering company stage, MRR range, team size, primary metric, acquisition channels, and churn challenges,
Best for: SaaS companies that need detailed lead intelligence for sales and marketing
Present the perfect next step at every stage
No matter where somebody is in the customer journey with your software company, this Flow will present the perfect opt-in form or next step.
Best for: SaaS companies wanting stage-aware website personalization
Ask smarter follow-ups based on every answer
An adaptive survey that branches based on role, asking founders about growth stage, product teams about priorities, and marketers about channels.
Best for: SaaS companies with distinct user personas across roles
Position yourself as the go-to SaaS growth expert
Evaluate SaaS growth readiness across product-market fit, pricing strategy, onboarding experience, retention metrics, and growth channels to deliver tiered
Best for: SaaS consultants and agencies who advise on growth strategy
Score and route every inbound lead automatically
Capture industry, timeline, and buying signals from new leads. Score them automatically and route high-value leads to demos, mid-tier to SDRs, and the rest to
Best for: SaaS sales teams who need to prioritize leads by quality
Route leads to demos, trials, or resources by score
Score leads on company size, budget, and urgency. Qualified leads are routed to product demos, trials, or enterprise contact. Unqualified leads receive
Best for: B2B SaaS companies with enterprise and self-serve tiers
Map each prospect's exact capability gaps
A multi-dimensional maturity assessment that scores SaaS companies across Product, Growth, and Operations maturity to identify their dominant strength area.
Best for: SaaS consultants who advise on product, growth, and operations
Personalize onboarding by role and work style
Split visitors by department, then score within each path to discover their specific role archetype and receive tailored product recommendations.
Best for: SaaS companies with marketing, sales, and product users
Personalize without asking a single question
Automatically route SaaS website visitors based on page visits and traffic source signals. Show relevant CTAs for pricing visitors, blog readers, integration
Best for: SaaS companies wanting behavior-based personalization
Route ready students to enrollment, others to free content
Qualify prospective students by current skill level, learning goals, time commitment, and investment readiness, then route qualified students to enrollment and
Best for: Course creators with premium programs that need qualified buyers
Reduce support load by answering common questions first
Reduce support burden by automatically answering common questions and routing complex issues appropriately.
Best for: Support teams handling high volumes of repetitive questions
Send relevant sustainability content to each subscriber
Profile subscribers by sustainability interests, living situation, and experience to personalize eco-friendly tips and self-sufficiency resources.
Best for: Homesteading creators serving urban and rural audiences
Match your message to every traffic source
Change your lead magnets based on the affiliate that referred someone to your website.
Best for: Creators who drive traffic through affiliate partners
Boost opt-in rates with an engaging quiz
Help course creators discover their unique teaching style and get personalized recommendations for improving their courses.
Best for: Course creators who want to segment by teaching approach
Match coding content to each developer's level
Profile tech subscribers by programming languages, experience level, and career goals to deliver targeted tutorials and career content.
Best for: Programming educators serving beginners through senior developers
Personalize travel content to each subscriber's style
Profile travel subscribers by travel style, budget preferences, and dream destinations to send personalized tips and recommendations.
Best for: Travel bloggers and content creators with diverse audiences
Boost webinar show-up rates with personalized reminders
Increase webinar attendance by understanding registrant motivations and sending personalized reminders.
Best for: Webinar hosts who want higher attendance from registrants
Match every visitor to the right workout program
Match visitors to the right workout program by asking about their fitness goal, experience level, available equipment, and time commitment.
Best for: Fitness platforms with programs for different goals and levels
Tailor writing advice to each subscriber's goals
Profile writers by genre, experience level, and business goals to personalize education and monetization strategies.
Best for: Writing coaches serving fiction, non-fiction, and content creators
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Frequently asked questions
Templates install with one click from your RightMessage dashboard. Browse the template library, preview any template, and click Install. The entire flow, including questions, logic, and design, copies into your account ready to customize.
Yes. Templates are fully editable after installation. Change questions, update copy, adjust the design, modify the logic, and connect to your email platform. Templates give you a starting point. You own and control the final result.
Templates work with all RightMessage integrations including Kit, Mailchimp, ActiveCampaign, HubSpot, Drip, Klaviyo, Customer.io, and more. After installing a template, connect it to your email platform and map the data fields to your tags or custom fields.
Yes. All RightMessage plans include full access to the template library. Install as many templates as you need. There are no limits on template usage or the number of flows you can create from templates.
The template library spans five categories: surveys for audience segmentation, quizzes that score and reveal personality types, scored assessments that measure readiness or maturity, lead qualification funnels that route prospects by fit, and post-conversion automations for upsells and onboarding. Templates range from simple linear flows to multi-path branching experiences with scoring and personalized phrases.
Absolutely. Templates are optional starting points. The visual flow builder lets you create any survey, quiz, assessment, funnel, or automation from scratch. Many customers start with a template and evolve it into something completely custom for their business.
