With the “Personality Test” quiz, you can design a questionnaire that guides people to the right level or set of content based on how they answered. You can use this to reduce “content overwhelm” and help your students get the most out of your membership and courses.
Watch the video tutorial here to learn how to set up this useful quiz type:
How To Save Personality Quiz Results To A Custom Field Your CRM
If you wish, you can opt to save each user’s personality quiz result to your CRM.
Step 1: Create Custom Field(s) In Your CRM
First, you’ll want to create a custom field in your CRM. You have two options for this portion of the setup:
- Create a single custom field. All of the personality quiz results will store here. This may be a good option if you are choosing to email out quiz results and would like to use a single merge field to display results. This custom field needs to be a text field.
- Create a unique custom field for each personality quiz result, so if you have four possible outcomes, you will create four custom fields. All custom fields need to be text fields. This may be a good option for more complex setups and segmentation requirements.
Step 2: Assign the custom fields to each personality quiz outcome
Now, make sure to go through each one of your possible outcomes and assign the necessary custom field.
Step 3: Save Changes
Before exiting the page, make sure to save (or publish) the page.
Step 4: Test Setup
Finally, take the personality quiz when logged in as a user that has a CRM account. If you used option 1 (a single custom field), you only need to take the quiz once, then check the field inside your CRM to make sure that it has populated.
If you used option 2, you will need to take the quiz multiple times to achieve each different outcome. Then, check inside your CRM to ensure that all fields have been populated correctly.