Quiz
The Quiz is a builder for questions in steps that qualifies a visitor while capturing their details. Each answer can add to a score, trigger conditional logic and feed a contact field — and at the end the visitor becomes a lead in the CRM with a personalised result.
Quiz sits next to Forms in the menu. They are the same kind of capture resource: a form is a single-step capture, while a quiz is multi-step, with scoring and a result.
Role and plan
- Creating and editing a quiz is open to any workspace user with CRM access — the routes only require an authenticated session, with no restricted role.
What you can build
- Questions in steps — options (single or multiple choice), a 1-to-5 scale, numeric or currency input, measurements (weight and height) and contact capture.
- Media in steps — image blocks (upload a file straight from the editor or paste a URL) and video blocks (YouTube/Vimeo link or file upload, with optional autoplay — the video starts muted, as every browser requires, and a sound button brings the audio back on the first click).
- Scoring and formulas — add points per answer and build calculated variables you can reuse in text and conditions.
- Conditional logic — show blocks and screens only when the answers match (a score of 10 or more, for example).
- Result screens — deliver a different result depending on the score band.
- Field mapping — write each answer to a contact field when the quiz is submitted.
- Analysis and leads — follow submissions, how results are distributed and the leads captured.
Create with AI
Under Create quiz, choose With AI. A box opens with the question What do you need to find out about your customers? — tell it the topic and the goal, for example: "I want to find business owners whose traffic got expensive and who need to fill their calendar".
Below the box there are clickable examples. Clicking one fills the field so you can adjust it before sending — nothing is sent on the click. When the field already has text, the example is added as a new paragraph instead of replacing what you wrote. The field takes up to 2,000 characters, and anything beyond that is cut at the end of the last word that fits.
Here the description is required: without your goal there is no way to choose the questions. The more specific the text, the less Max has to ask afterwards.
Max builds the questions that tell the people you are looking for apart from the ones you are not, and finishes with a contact capture step — that is the step that sends the answers to your CRM. The quiz arrives as a draft: review the questions and publish it yourself.
If With AI does not appear, your access to Max may not be enabled.
How this connects
A published quiz produces leads that land in Contacts with the answers written to the contact's fields. From there you trigger automations and sell through the checkout. If you only need to capture details without stepped questions, use a form.
Related
- Export the responses of every quiz and form
- Change the image and text shown when sharing the link
- Forms
- Create
- Contacts
If it didn't work
- You cannot create or edit a quiz: your role has no CRM access — see no permission.
- An error when saving or publishing: see the error codes (Portuguese).
- Images fail to upload on option cards: check the upload limits (Portuguese).