Watch the video tutorial here to learn how to set up this fun 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.