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How to Create a Personality Quiz

AccessAlly Pro allows you to create dynamic personality quizzes for your website. These quizzes have multiple possible results. The multiple choice selection of the quiz-taker will determine which result they see.

Watch the video tutorial here to learn how to set up this fun quiz type:

Video Tutorial

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:

  1. 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.
  2. 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.
Remember that you can use the custom field option alongside the tagging.

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.

Updated on April 2, 2019

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