Ideal use case overview
Focus area | Ideal for | Difficulty | Key success metrics |
Conversion |
| Intermediate |
|
Key success metrics
Success for this experience hinges on two key outcomes: guiding customers to the right product and motivating them to take action. You can start by leveraging the built-in metrics available in Experience Analytics, then gradually expand your measurement approach.
Baseline Metrics: (Tracked in Experience Analytics)
These metrics are built into the platform and reflect user engagement and intent:
Completion Rate of Experience: Measures the percentage of users who finish the quiz. A high rate indicates a compelling and clear value exchange (e.g., a coupon, a product match).
Website Redirect Rate: Reflects how often users click through to view recommended products. A higher rate signals that the recommendations resonate.
Redirect Click-Through Rate (CTR): Further validates engagement with product matches by tracking clicks from the recommendation screen.
Coupon Redemption Rate: If using static or unique codes, track how often coupons are redeemed. Use your eCommerce platform to gather this data.
Advanced metrics: (Tracked with external tools)
For revenue attribution, customer behavior insights, and channel analysis, we recommend tracking revenue and attribution metrics with external tools.
Add UTM Parameters: Apply UTM parameters to all launch links and redirect URLs within your Dynamic Product Feed (DPF). This enables you to tie experience traffic to specific marketing channels.
Tip: Enable “forward URL params” when configuring redirect URLs to retain UTM data through the click path.
Example UTM tags:
iniCopyEditutm_source = email utm_medium = newsletter utm_campaign = summer_quiz
Connect with GA4 & GTM: If you’ve configured GA4 or GTM, track events like quiz completions, redirect clicks, or coupon views. Use these platforms to generate channel-specific conversion rates or revenue performance by UTM tag.
Before you begin
Before configuring this use case, ensure you have the required skills and prepared materials:
Skills Required:
Experience with building and launching an Experience.
Familiarity with basic outcomes, as this use case relies on Dynamic Product Feed (DPF).
Content Preparation:
Prepare 3-5 questions with answers that correspond to your product attributes.
Gather image files for question responses and outcome products.
Determine the coupon codes you'll offer to customers.
1. Add the template to your brand
To begin, add the provided template, which includes helpful hints and guidance:
Navigate to Builder > Template Gallery.
Select Accelerators and choose Turn Browsers into Buyers with an Exact Match Product Quiz and Coupon Incentive.
Click Use Template.
Enter a name and leave the drop-down on Product Match Quiz.
Select the style guide you want to apply.
Click Create.
2. Modify the template screens
Modify the template to match your brand and products.
Modify Branding
To ensure brand consistency, select each screen and execute the necessary branding edits. These edits are typically made via the builder interface and should be checked for both mobile and desktop views.
Branding elements to update:
Logo placement
Primary and secondary backgrounds (Check both mobile and desktop views)
Font family and size for each text element
Button colors
Add/Remove and customize questions
Update the Intro Screen text to welcome customers into your experience.
Determine which Q&A screens you want to utilize. The template contains five different question and answer types (Standard buttons, Image buttons, Standard button with two columns, and Select all that apply buttons).
Delete the screens you don't want to keep and duplicate the screens you want to use until you have 3-5 question screens in total.
Customize the copy: Update each question and its answer options to align with the filtering attributes in your product feed. The copy does not need to match exactly but must be clear enough so that you can clearly map it when you upload the product feed.
Update the copy
Customize each question and its answer options to align with the filtering attributes in your product feed.
For example, if one of the differentiating values between your products is their "main skincare goal" with corresponding values of "firm sagging skin", "hydrate skin", "unify skin tone", and "correct wrinkles" then your copy should clearly map to those options.
Review all questions to ensure coverage of the key decision criteria for your products.
Note: The copy does not need to match exactly, but it must be clear enough so that you can clearly map it when you upload the product feed.
Name each screen
Name each screen (for mapping) to indicate the product attribute it maps to:
From the Editor, hover over a screen in the preview area.
Click the three-dot menu > Rename or select the AI icon and rename using AI.
Enter a name that indicates the question/product you want to map to in your product feed and the question you're asking.
Example: If you want to map the answers on this screen to a header titled "Concerns addressed," you could title the screen "Concerns".
Click Save.
3. Prepare and connect the product feed
The quiz relies on a Dynamic Product Feed (DPF) for exact matches.
Prepare the Product Feed CSV
Download the template:
Navigate to Builder > Dynamic Product Feeds.
Click Add New Feed.
Select Download blank template.
Open the downloaded .CSV file.
Add Headers and Values:
All required headers must remain as is, even if no values are associated.
The ID header must have unique values for each row.
Required headers must remain in the order they appear when downloaded.
Values are case and formatting-sensitive. All values must be consistent (e.g., avoid "Correct wrinkles" and "correct-wrinkles").
Tip: Use these instructions to properly format your .CSV file.
Connect the feed to the experience
Navigate to Builder > Dynamic Product Feeds.
Click Add New Feed.
Enter a name for your product feed at the top. We recommend consistent naming for all feeds that clearly indicate their purpose and corresponding campaign. For example: Skincare product feed.
Select Upload new feed.
Open your experience and select Product Feed Logic.
Select the arrow next to the feed you want to tie to this experience.
Map Product Feed Values
Match the values under each custom header in your product feed to the corresponding answers for each question screen.There are multiple ways to map a product feed to an experience, depending on how your feed is configured.
It is recommended to map values 1:1.
Set Product Feed Logic
By default, the experience shows only exact matches in a random order.
You can configure additional fallback logic for when an exact match isn't found.
You can also adjust the appearance so products aren't randomized.
To make these adjustments, follow the instructions under Set Logic.
5. Add and test coupon code logic
The template's Recommendation screen already includes the coupon code element. If you're not using the template, add the Coupon Code element where you want it to appear before continuing.If not using the template, add the Coupon Code element where desired.
Configure the coupon code
Select the coupon code element from the screen preview.
Select the type of code you will use:
Static code: A standard code for all users (e.g., "SAVE20").
Unique code: A unique code for each user (recommended if you track coupons).
Configure the coupon code settings as required based on the type selected.
Test mappings, logic, and outcomes
Before launching, thoroughly test the quiz to ensure accuracy.
Test Product Feed: From the editor, select Preview , then click Test Product Feed. Click through to ensure the logic works as expected.
Verify Outcome Screen: Confirm the outcome screen displays the necessary elements:
Product image, title, description, price, and redirect URL.
A clear CTA (e.g., "Shop Now").
The coupon code with an explanation (e.g., "Use code SAVE15 at checkout!").
(Optional) Urgency messaging (e.g., "Expires in 24 hours").
Verify Coupon Code Logic:
Are codes being pulled from the correct bank?
Are they displayed or sent according to configuration?
Confirm that fallback logic is working if a code is unavailable.
Review Experience: Test a variety of answer combinations and review the user experience across all devices (desktop, tablet, mobile).
Tip: Ask a colleague to run through the experience to catch issues you might overlook.
6. Publish and launch
When testing is complete, launch the experience.
Click Publish.
Generate your launch links using the Launch Options panel.
Choose your preferred format: standalone URL, embed code, or link for pop-ups.
Launch the experience on your channels:
Embed on your website
Link in an email or SMS campaign
Include in paid or social media campaigns
Use custom launch links for each channel to clearly measure conversions and success across sources.
It's important to use custom launch links for each channel so you can clearly measure conversions as compared to the source. This gives you greater clarity regarding the success of launching on one channel vs. another.
Optional additions to maximize data and tracking
These steps are not required for the quiz to function, but they are highly recommended to enhance reporting, personalization, and future campaign planning.
Configure pixels to track events
It's not required, but you may want to use pixels to track events for this experience.
If so, follow the setup instructions for the desired pixel and test to ensure data passes as expected.
Map attributes to collect user data
It is always recommended to map attributes to the answers a customer gives in your experience.
The data collected is valuable for retargeting, boosting your view of the customer, and planning future campaigns.
Go Pro: Compare vs. business-as-usual
Go a step further by comparing experience performance to your standard KPIs. You can extract these insights by segmenting site analytics by UTM parameters:
Revenue Lift: Did users who took the quiz convert at a higher rate than those who didn’t?
Average Order Value (AOV): Is AOV higher when customers complete the quiz and receive a tailored recommendation?
Time on Site: Are users who land on product pages via the quiz staying longer?
# of Product Pages Visited: Are they more engaged in browsing vs. bounce behavior?