Overview
This Product Finder template helps customers guide users to the most relevant products through a series of questions and personalized recommendations.
This template includes:
Introduction Screen
Four Product Matching Questions
Lead Capture Screen
Results Screen with Dynamic Product Feed
Product Recommendation Logic
Before configuring logic or product feeds, we recommend first applying your brand styling and updating the experience content.
When to Use This Template
Product Finder experiences are ideal for helping users quickly identify the products that best fit their needs, preferences, or goals.
Common Use Cases
Product recommendation quizzes
Buyer's guides
Product matching experiences
Routine builders
Product selectors
Solution finders
Common Business Goals
Increase product discovery
Improve conversion rates
Capture leads
Reduce decision fatigue
Personalize the shopping experience
Creating an Experience from This Template
To launch this template:
Navigate to Builder → Template Gallery.
Locate the Product Finder templates in the gallery.
Hover over the template you want to use and select Use Template.
Enter a name for your experience.
(Recommended) Apply your Style Guide to automatically brand the experience.
Click Create.
The platform will generate a new experience using the template structure and selected branding.
Once created, you can customize the content, product feed, and recommendation logic to fit your specific use case which is what the rest of this article will walk through.
💡 Tip: We recommend creating and applying a Style Guide before launching templates to streamline setup and maintain consistent branding across experiences.
Understanding the Template Structure
This template contains the following components:
Component | Purpose |
Introduction Screen | Introduces the experience and communicates the value of participating |
Question Screens | Collect information used to determine product recommendations |
Lead Capture Screen | Collects user information before displaying recommendations |
Results Screen | Displays personalized product recommendations |
Dynamic Product Feed | Powers product recommendations shown on the results screen |
Understanding how these components work together will make customization easier.
Step 1: Apply Your Brand Styling
The first step is to replace the template branding with your own. If you're style guide is already created, then this will happen at the template experience creation step.
Review and update:
Colors
Fonts
Logos
Background images
Buttons
Imagery
Applying your style guide first makes it easier to visualize the final experience as you customize content and recommendations.
Haven't created a Style Guide yet? No problem! You can still apply your branding directly within the experience.
From the Builder Map, select the Design icon in the toolbar to open the Experience Design panel.
From there, update your brand assets—including colors, fonts, logos, buttons, and imagery—by selecting each element and customizing it to match your brand. Changes made here will automatically be applied across all screens in the experience by clicking "apply".
Recommended Action
Complete all branding updates before modifying copy, logic, or product feed configurations.
Step 2: Customize the Introduction Screen
The introduction screen is your opportunity to communicate the value of taking the Product Finder.
A strong introduction should answer:
What will users receive?
How long will it take?
Why should they participate?
Example Headlines
Find your perfect skincare routine in under two minutes.
Get personalized product recommendations based on your needs.
Discover the best products for your goals.
Review and Update
Headline
Supporting copy
Call-to-action button text
Background imagery
Best Practice
Focus on the value exchange and clearly communicate what users will receive by completing the experience.
Step 3: Update the Product Matching Questions
This template includes four sample questions designed to demonstrate how product recommendation logic works.
Review and update:
Question text
Answer options
Supporting images (if applicable)
As you build your Product Finder, consider which customer preferences, needs, or behaviors should influence product recommendations.
Common Product Matching Criteria
Product preferences
Goals
Budget
Experience level
Lifestyle factors
Best Practice
Start by identifying the products you want to recommend. Next, determine the key product attributes or characteristics that differentiate those products (such as skin type, budget, experience level, goals, or preferences). Once you've identified those attributes, create questions that help uncover those preferences so users can be matched to the most relevant recommendations.
💡 Tip: Not every question has to influence the product recommendation. Some questions might be for just engagement and data collection purposes.
Step 4: Configure the Lead Capture Screen
The lead capture screen allows you to collect information before revealing recommendations.
Review Form Fields
Determine which information you want to collect:
Email Address
First Name
Last Name
Phone Number
Custom Fields
Update Opt-In Language
Review all consent language to ensure it aligns with your organization's legal and compliance requirements.
Examples include:
Marketing consent language
Privacy policy references
Terms and conditions
Verify Hyperlinks
Ensure all links point to the correct destinations:
Privacy Policy
Terms of Service
Additional compliance resources
Best Practice
Keep forms as short as possible while collecting the information required to support your business objectives.
💡 Tip: Review what fields you can add to a lead capture screen with this article.
Step 5: Configure the Results Screen
The results screen uses a Dynamic Product Feed to display personalized recommendations.
Verify the Product Feed Container
Confirm that the Dynamic Product Feed component is present on the results screen.
💡 Tip: You'll know you have the correct element in two ways
To verify that the Dynamic Product Feed is present, select the feed component on the Results Screen. When highlighted, the element will display the label "Product Feed Display."
On the Builder Map, the Results Screen can be identified by the shopping bag icon.
Configure Product Display Elements
Choose which product details should be displayed. Common options include:
Product Image
Product Title
Product Description
Price
Call-to-Action Button
Product Category
Enable or disable elements based on the experience you want to create.
Best Practice
Display only the information users need to confidently evaluate and select a product.
Step 6: Update Your Product Feed
This template includes a sample product feed that demonstrates the required structure and mappings. Access the feeds in this folder or download the feed from the template.
Dynamic Product Feed 101
Important: The Dynamic Product Feed is the most critical component of this template. It powers the recommendations displayed on the Results Screen and determines which products are eligible to be shown to users.
The Dynamic Product Feed is a CSV file that contains all products featured in the experience.
This file controls:
Which products are eligible to appear in recommendations
What product information is shown to users
How products are matched to quiz responses
Understanding the Product Feed Structure
Product Detail Columns | Product Descriptor Columns (Custom Headers) |
These columns contain the consumer-facing information that appears on the results page:
This information ensures the consumer sees accurate product details when they receive their personalized routine. | These columns contain product characteristics that map directly to the quiz questions, such as:
These descriptors power the quiz logic. |
Review the Sample Feed
Use the sample feed as a guide for:
Required fields
Product characteristics
Recommendation characteristics
Feed structure
Replace Sample Products
Update the feed with your own products and product information.
Common fields include:
Product Name
Product Description
Product Image URL
Product URL
Price
Category
Tags
Product Descriptor Characteristics
Upload Your Updated Feed
Once your feed is complete, upload it to the platform (.csv format) by clicking on the Product Feed icon in the builder map. You'll receive an email once the platform has verified the feed is ready to use or if there are any errors.
Best Practice
Maintain consistent formatting across all product rows in the feed to ensure accurate recommendations.
Step 7: Configure Product Recommendation Logic
After uploading your product feed, you'll need to configure how user responses map to your product attributes.
During this step, you'll connect the Product Descriptor Columns from your Dynamic Product Feed to the questions and answers in your experience. This tells the platform which product characteristics should be considered when a user selects a particular response.
In the Product Feed Map Fields Screen:
The left side displays your quiz questions and answer choices.
The right side contains dropdown menus that allow you to map each question to a corresponding Product Descriptor Column from your feed.
Exact Match Logic
Exact Match Logic determines which products should be recommended based on user responses. The platform defaults to giving an exact match recommendation, but if that isn't feasible then use fallback logic.
Fallback Logic
What is Fallback logic? Fallback Logic provides alternative recommendations when no exact match is found. Fallback recommendations help ensure every user receives a result.
How to use it: Prioritize your product characteristics from most important to least important. If a user does not qualify for an exact match, the platform will use these rankings to identify the closest available product recommendations
Best Practice
Always configure fallback logic to prevent users from reaching an empty recommendation state.
Step 8: Test the Experience
Before publishing, complete a full testing pass. From the Builder Map, you will click on the Preview button to test your experience.
Review
Branding and styling
Screen Names (critical for analytics)
Question flow
Lead capture functionality
Consent language
Product feed mappings
Mobile responsiveness
Test Scenarios
Run multiple test scenarios to verify:
Products appear correctly
Recommendations match user responses
Fallback recommendations work properly
Product feed mappings display correctly
Best Practice
Test both expected user paths and edge cases to ensure all users receive relevant recommendations.
Next Steps
Once testing is complete, your Product Finder experience is ready to publish and generate launch links.
Review the Experience Launch Articles:
Continue optimizing by:
Refining recommendation logic
Expanding your product feed
Testing different question strategies
Measuring conversion rates
Monitoring recommendation performance
For additional assistance, refer to these resources below:
Take DPF Course (12 minutes - will require BlueConic University Registration)