Personalizing your quiz

Add features that personalize the customer experience in your store after a customer has taken a quiz.

You can set up certain features in your quiz so that once a customer has taken it, they have a personalized and enhanced experience based on their quiz results.

Note: This feature is available for the Middle plan or higher.

Personalization features that you can add are:

• Status updates for returning customers

• Dynamic settings to personalize your store's navigation menu

• Integration of a "Your match" block, for products matching customers' quiz results

• A dedicated section for recommended products

In this section

Enabling quiz personalization Dynamic navigation settings Updating the quiz label in the navigation Adding a "Your Match" block Adding a Recommended Products section

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Enabling quiz personalization

To enable and adjust any personalization features, first you need to turn on the general quiz personalization feature. Steps:

1. From the Quiz builder, click the gear wheel to access the Settings menu, then click Personalization.

2. Under Status, click the drop-down menu and select Enabled.

3. Optional: Check Show results if available if you want to show customers who already completed the quiz their results page if they access the quiz again.

4. Click Save.

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Dynamic navigation settings

You can personalize your customer's experience with your online store's navigation menu after they have taken a quiz.

New customers who click the navigation are directed to your quiz, while return customers who have already completed the quiz are directed to their previous results, which are highlighted in the navigation.

In this section of the Personalization page you can click the drop-down arrow to access the following options: - Open quiz results in a popup: Check this box to have the quiz results open in a new popup window if a customer accesses the quiz after completing it. - Update the label: Check the box to have the navigation menu change after a customer takes the quiz. You can customize the label name.

Updating the quiz label in the navigation

Note: A video version of this tutorial is available.

If you checked Show results if available in the Enabling quiz personalization section, customers see their results if they access the quiz again.

To further personalize this experience, you might also want to update the quiz's label in your store's navigation menu after a customer has completed a quiz, for example to "My matches" or "My quiz results".

Steps:

1. From the Quiz builder's Settings > Personalization menu, click the drop-down arrow in the Dynamic Navigation settings.

2. Check Update the label.

3. In step 1's Edit the label field, enter the label that you want to display in the store's navigation after a customer has completed taking the quiz.

4. Click Copy to copy the code in step 2.

5. Open a new tab, or click Save in this tab to ensure you don't lose your changes, and then navigate to Online Store > Navigation.

6. Click on the menu name that your quiz is on, then click Edit beside the quiz menu item.

7. Paste the link you copied into the Link field.

8. Click Save.

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Adding a "Your Match" block

If your quiz matches customers with particular products, then you can add a "Your Match" block to the matched products after the customer completes the quiz.

You need to follow different instructions depending on if your current store theme is an Online Store 2.0 theme or a Vintage theme. Learn more about Shopify’s theme versions.

Add a "Your Match" block to an Online Store 2.0 theme

Note: A video version of this tutorial is available.

Steps:

1. From the Shopify admin, navigate to Online Store > Themes, then click Customize on the theme you want to edit.

2. Navigate to a product that you want to apply the block to.

3. Click Add section, then search for the "Your Match" badge block in the Apps section and click it.

4. Optional: Click the block again to open the settings and styles for the block and edit anything you want. You can click and drag the section to reorder it on the page.

5. Click Save.

Add a "Your Match" block to a Vintage/Legacy theme

Note: A video version of this tutorial is available.

Steps:

1. From the Quiz builder's Settings > Personalization menu, click the drop-down arrow in the Add "Your Match" block settings.

2. Click the Legacy themes tab.

3. In step 1, click Copy to copy the code displayed.

4. From the Shopify admin, click Online Store > Themes.

5. Click … to display more options, then click Edit code.

6. Add the code to any Liquid file in your theme. Make sure to remove this code if you uninstall the app.

7. Click Save.

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Adding a Recommended Products section

Note: A video version of this tutorial is available.

You can add a Recommended Products section to your theme that automatically recommends products to your customer based on their quiz results.

Alternatively, you can also enable smart recommendations, which finds the best product recommendations based on Shopify's algorithm and quiz data.

To add a Recommended Products section to your theme, you need to follow different instructions depending on if your current store theme is an Online Store 2.0 theme or a Vintage theme. Learn more about Shopify’s theme versions.

Add a Recommended Products section to an Online store 2.0 theme

Steps:

1. From the Quiz builder's Settings > Personalization menu, click the drop-down arrow in the Add "Recommended products" section.

2. In step 1, click Copy to copy the quiz key displayed.

3. From the Shopify admin, navigate to Online Store > Themes, then click Customize on the theme you want to edit.

4. Click Add section, then search for the Recommended Products block in the Apps section and click it.

5. Click the block you just added, and paste the quiz key that you previously copied into Quiz key field. You can click and drag the section to reorder it on the page.

6. Click Save.

Add a Recommended Products section to a Vintage/Legacy theme

Steps:

1. From the Quiz builder's Settings > Personalization menu, click the drop-down arrow in the Add "Recommended products" section.

2. Click the Legacy themes tab.

3. Enter any heading you want your customers to see under Section heading.

4. Check the options for where you want product recommendations to be displayed to customers who have already taken the quiz.

5. Click Save.

After enabling these options, if a customer completes the quiz, their matches will show up as a section above the footer menu on the selected pages.