Quizzes Overview
What is the Quizzes feature?
Quizzes lets you build scored quizzes and put them to work in two ways: assign a quiz to people you already work with, such as Staff or Clients, or turn a quiz into a public Quiz Form that qualifies prospects before they ever reach your CRM. Every quiz is scored automatically, so you always know how each person did.
Quizzes has its own area in the platform, and it is made up of a few connected pieces. This overview explains how they fit together and links to the detailed guide for each one.
The pieces of Quizzes
- Questions are the reusable building blocks. You create questions once, in four types, and organize them into categories.
- Quizzes are collections of questions with a passing score. You publish a quiz, then assign it or attach it to a Quiz Form.
- Quizzes Settings controls who on your team can do what, through per-action permissions.
- Quiz Forms are public, branded quizzes that turn intake into a filter, creating a scored CRM Contact from each qualified visitor.
CLICK HERE to learn about building Questions
CLICK HERE to learn about creating and assigning Quizzes
CLICK HERE to learn about Quizzes Settings and permissions
CLICK HERE to learn about Quiz Forms
Who can use Quizzes?
Access is governed by per-action permissions, so you decide which Staff can create and edit questions and quizzes, assign quizzes, and view results. Clients and Prospects cannot reach the Quizzes admin pages. Quizzes Settings can be delegated to your Account and Admin Managers.
Two ways to use a quiz
Assign it to Contacts or Staff, who take it from their Portal, and review everyone's scores in one place. Or publish it as a Quiz Form, a public link that carries a visitor from the quiz, to a details form, to a new scored Contact in your CRM.