Quiz Builder Guide

The Quiz Builder lets you create interactive quizzes that collect lead data and deliver personalized results. Use scoring, categories, automations, and CRM mapping to turn quiz responses into personalized experiences.

What is the Quiz Builder?

The Quiz Builder allows you to create interactive quizzes that collect lead details, qualify intent, and produce a personalized outcome at the end of the quiz. Quizzes can include multiple pages and question types, optional scoring and categories, and a customizable results page with messaging and calls-to-action.

You can build from scratch or use templates, and publish using an embed code or share link. Submissions can be mapped into CRM custom fields and used to trigger workflows for segmented follow-up.

Key Benefits of the Quiz Builder

Quiz Builder Layout and Navigation

Use the builder tabs to move between the main quiz areas:

Edit: Add questions, pages, and design elements.

Settings: Configure quiz logic, results, and integrations.

Notifications: Configure internal email notifications and Auto Responder emails.

Submissions: Review quiz response data without leaving the builder.

Reordering Quiz Elements

Reordering quiz elements helps you control the flow of questions and keep the quiz experience clear for respondents. Better drag feedback is especially useful in longer quizzes, where small layout changes can otherwise take more time.

To reorder quiz elements, click and drag an element to a new position in the builder. As you move the element, Adaptive AI shows a subtle shadow for clearer feedback and automatically scrolls when you drag near the top or bottom of a longer quiz. This makes it easier to move elements across the page without dropping them just to scroll manually.

Quiz Elements

There are many prebuilt quiz elements to drag & drop. In addition to the quick add elements, you can also add any Contact or Opportunity Custom Field to the quiz.

Type | Name | Description

Quick Add > Questions | Single Choice | Many options visible, one selection.

Quick Add > Questions | Multiple Choice | Many options visible, multiple selections.

Quick Add > Questions | Yes / No | Yes or No, select one.

Quick Add > Questions | Short Answer | A small text entry field.

Quick Add > Questions | Long Answer | A large text entry field that scrolls.

Quick Add > Questions | Number | A field that allows only numbers (positive or negative) with up/down arrows to add or subtract 1.

Quick Add > Questions | Single Dropdown | Many options in dropdown, one selection.

Quick Add > Questions | Multi Dropdown | Many options in dropdown, multiple selection.

Quick Add > Personal Info | Full Name | Text field

Quick Add > Personal Info | First Name | Text field

Quick Add > Personal Info | Last Name | Text field

Quick Add > Personal Info | Date of birth | Date picker

Quick Add > Personal Info | Phone | Validated phone field

Quick Add > Personal Info | Email | Validated email field

Quick Add > Address | Address | Text field

Quick Add > Address | City | Text field

Quick Add > Address | State | Text field

Quick Add > Address | Country | Country dropdown search

Quick Add > Address | Postal Code | Text field

Quick Add > Address | Organization | Text field

Quick Add > Address | Website | Validated URL field

Quick Add > Rating | Rating | 5 stars

Quick Add > Customized | Text | Not an input field, just a way to add text to the quiz without adding a question.

Quick Add > Customized | Html | Add a 3rd party html script to the quiz.

Quick Add > Customized | Captcha | I'm not a robot

Quick Add > Customized | Source | Add a custom value to be tracked as the source of the lead.

Quick Add > Customized | T & C | Checkbox with customizable "I agree..." field.

Quick Add > Customized | Score | Number field

Quick Add > Other | Image | Not an input field, just a way to add an image to the quiz.

Quick Add > Other | File Upload | File picker

Quick Add > Other | Monetary | Entry field

Quick Add > Other | Signature | Drawing pad

Scoring and Categories

Scoring and categories are the “logic layer” of a quiz. They help you translate answers into a clear result so the contact sees the right outcome on the results page

For more information, see: How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!

Results Page

The results page is the final step contacts see after submitting your quiz. It’s where you present the outcome (such as a score, tier, or category), explain what that outcome means, and guide the contact to the next best action.

Using a strong results page increases conversions because it connects the quiz outcome to a clear

recommendation (e.g. booking a call, choosing the right offer, or starting the right nurture path). You are able to customize the results page to match your use and branding:

For more information, see: Customizing Quiz Results Page

How to Configure Score Tiers on the Results Page

Score tiers let you display different results content based on the contact’s total score. This keeps results personalized without requiring separate quizzes.

1. 1From the quiz editor, go to Settings then select Edit Results Page.
2. 2Click Configure Score Tiers
3. 3Edit the names, colors and and ranges for each of the tiers. You can also removing existing tiers or add new ones.

Submissions and CRM Mapping

CRM Field Mapping writes a contact’s quiz outcomes, such as overall score and tier, per‑category scores and tiers, and highest/lowest category details, into contact custom fields.

Once quiz data is mapped into the CRM, you can use it in multiple ways:

For more information on setting up CRM Mapping, see: Map Quiz Results to CRM Custom Fields

How to Create a Quiz

Step 1: Open Quiz Editor

Navigate to Sites → Quizzes → + Add Quiz or select a quiz to edit.

Step 2: Choose a Template

Choose Start From Scratch or From Template. In the Template Library you can browse, filter, and search for a template. Preview and activate one to load it into the Quiz Builder.

Step 3: Configure the Quiz

Configure the quiz based on your needs. You can add as many questions and pages as needed!

Add and Delete Pages: All pages will appear in the order listed (Page 1 first, Page 2 second, etc).

Add and Delete Elements: Elements must be added to a Page. Elements can be dragged and dropped to reorder them inside a Page or to move them to a different Page.

Edit Element: Click an Element to highlight it and also open its settings in the Right Panel. Generally the Element will have a Question (the question shown to the Quiz user) and other standard settings like the Query Key (to pre-fill the question from a URL parameter and Required or Hidden. Each Element also has unique settings (ex: choice questions have Options which also allow Jump To branching logic).

Notifications: Select the Notifications tab to configure quiz email settings. You can enable an internal Email Notification and an Auto Responder for the person who submits the quiz.

You can configure the subject, recipient email address, reply-to email address, and sender name.

Quiz email notifications can include:

Quiz Submission PDF: Contains the submitted responses.

Quiz Results Page PDF: Contains the evaluated or scored results page.

Enable Auto Responder when you want the quiz participant to receive the selected PDF automatically.

Categories: Click the Grid icon to open the category popover. From here, you can add, rename, and delete categories, then assign categories and scores to answer options. The popover also explains how categories flow into the Result Page, so you understand how category scores will display.

Styles & Options: Click the lines & dots icon on the right side of the Top Panel. Under Styles you'll find Layout, Footer, Colors & Background, and Miscellaneous. Layout includes spacing controls such as the top margin so you can adjust the space above your quiz content without custom CSS. Under Options you'll find On Submit (what to do when the Quiz is done), Facebook Pixel ID, Facebook Pixel Events, Quiz Settings, and Footer HTML.

Element-Level Label Alignment: Element-level label alignment lets you set a different label position for each field, instead of applying one global alignment to the entire quiz. Use it to fine‑tune visual rhythm and spacing, especially in compact layouts. To set element-level label alignment, first select a question. In the right sidebar, use the selector Arrows under Label Alignment to define your choice. Keep in mind that on mobile, alignment automatically defaults to Top, ensuring a clear, user-friendly layout regardless of desktop settings

Step 4: Customize the Results Page

You are able to customize the results page to match your use and branding. For more information on customizing the results page, see: Customizing Quiz Result Pages

Step 5: Integrate and Publish

Once you've saved your quiz, click the Integrate button in the top-right corner. You have two options:

Frequently Asked Questions

Q: Can I integrate Quiz Builder with my website? Yes, you can embed quizzes on your website using the provided embed code or share them via a direct link.

Q: Can I customize the scoring system? Yes, you can assign different points to each question and set up multiple score categories.

Q: Does Quiz Builder support branching logic? Yes, you can create quizzes that adapt dynamically by setting up "Jump to" rules for different answers.

Q: How can I analyze quiz results? You can view all submissions and analyze results from the Quiz dashboard by navigating to Sites > Quizzes and selecting Submissions from the dropdown.

Q: Can I automate follow-ups based on quiz scores? Yes, use the Quiz Submitted Trigger in the Workflow Builder to create automated follow-up sequences based on the user's score or category.

Q: Is Quiz Builder suitable for certification exams? Yes, you can create quizzes for certifications, assign pass/fail criteria, and then use workflows to deliver certificates accordingly.

Related Articles

• Workflow Trigger - Quiz Submitted
• Map Quiz Results Directly to CRM Custom Fields
• How to Create Assessments & Quizzes in Membership Courses
• Customizing Quiz Result Pages