Guide customers to a product based on their responses & boost conversions by rewarding them with a coupon for their time. This use case is ideal for:
Focus area | Ideal for | Difficulty | Key success metrics |
Conversion |
| Intermediate |
|
🚀 Prefer a walkthrough? Watch the recorded Accelerator session to see this use case brought to life, step-by-step and full of helpful tips.
Skills required
Before configuring this use case, make sure you have:
Experience with building and launching an Experience. This use case requires an intermediate skill level.
Before you begin
Prepare 3-5 questions with answers that correspond to your product.
Gather image files for question responses and outcome products.
Determine the coupon codes you'll offer to customers.
Add the template to your brand
This template contains helpful hints, best practices, and guidance for this specific campaign. To add it:
Select 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 to the template.
Create.
Modify the template
Modify branding
Select each screen and determine if any branding edits are required. Consider:
Logo placement
Primary and secondary backgrounds (check both mobile and desktop views)
Font family and size for each text element
Button colors
Add and/or remove screens
Select the Intro Screen and update the existing text to welcome customers into your experience.
Determine which Q&A screens you want to utitlize. The template contains five different question and answer types:
Q1: Standard buttons
Q2: Image buttons
Q3: Standard button with two columns
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.
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.
Note that 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.
Review all questions to ensure coverage of the key decision criteria for your products.
Name each screen
From the Editor, hover over a screen in the preview area.
Click the three-dot menu > Rename.
Enter a name. We recommended a name that indicates the question/product you want to map to in your product feed and the question you're asking. For 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.
Prepare the product feed
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
Use these instructions to properly format your .CSV file. Key things to watch for:
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.
Product feeds are case and formatting sensitive. All values must be consistent, for example "Correct wrinkles" and "correct-wrinkles" are inconsistent and will cause errors.
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
Now you'll match the values under each custom header in your product feed to 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.
We recommend mapping 1:1 as described here, but whichever option you select, follow the instructions to complete mapping.
Set product feed logic
By default, your experience will only show exact matches on the recommendation screen, and each recommendation will appear in a random order. You can configure additional fallback logic, so that when an exact match is not found, products still appear.
You can also adjust the appearance of your products so that they aren't randomized. To do so, follow the instructions under Set Logic.
Test mappings and logic
From the editor, select Preview.
Click Test Product Feed in the top right-hand corner.
Click through the experience and watch the logic work in the window.
Ensure it works as expected.
Add coupon code logic
The template for this experience has the coupon code element added to the Recommendation screen. If you're not using the template, add the Coupon Code element where you want it to appear before continuing.
Select the coupon code element from the screen preview.
Select either:
Static code: A standard code for all users such as "SAVE20".
Unique code: A unique code will display for each user (recommended if you'll track coupons.)
Configure the coupon code settings as required based on the type you select.
Test outcomes
Double check your Recommendation Screen
Now that your product feed is uploaded, you can see clearly what will display. Confirm that:
The outcome screen contains elements for the values you want to display:
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")
The standard outcome screen and DPF outcome screen elements are not interchangeable. Ensure you select the correct element type for your outcome screen.
Before launching, thoroughly test all quiz paths and product matches to ensure accuracy.
Use the Preview mode to simulate the quiz experience.
Test a variety of answer combinations to confirm they map to the correct products.
Check that the outcome screen correctly displays the product, price, CTA, and coupon code.
Verify coupon code logic:
Are codes being pulled from the correct bank?
Are they displayed or sent according to your configuration?
Confirm that fallback logic is working if a code is unavailable.
Review the user experience across devices (desktop, tablet, mobile).
If using dynamic fields or logic, validate those behave correctly in each path.
Tip: Ask a colleague to run through the experience to catch issues you might overlook.
Optional additions
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
Not required, but always recommended, you can 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.
Publish and launch
When satisfied with testing, 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
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.
Measure your success
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 by layering in tools like GA4, GTM, or UTM-based tracking, based on your internal capabilities.
Baseline: Track core metrics 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 completion 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.
Level-up: Track revenue & attribution metrics with external tools
For revenue attribution, customer behavior insights, and channel analysis, we recommend the following:
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.
Example UTM tags:
iniCopyEditutm_source = email utm_medium = newsletter utm_campaign = summer_quiz
Tip: Enable “forward URL params” when configuring redirect URLs to retain UTM data through the click path.
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.
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?