Overview
This Personality Quiz template helps users discover which persona, profile, or category best matches their preferences through a series of guided questions.
This template includes:
Introduction Screen
Four Personality Matching Questions
Lead Capture Screen
Results Screen
Outcome Matching Logic
Before configuring outcomes and logic, we recommend first applying your brand styling and updating the experience content.
Creating an Experience from This Template
To launch this template:
Navigate to Builder → Template Gallery.
Locate this template in the gallery.
Hover over the template 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, design and recommendation logic to fit your specific use case.
💡 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 personality match |
Lead Capture Screen | Collects user information before displaying recommendations |
Results Screen | Displays personality match |
Understanding how these components work together will make customization easier.
High-Level Logic Setup Process
Before launching your template, you’ll need to update the logic so users are matched to the right outcome. At a high level, this includes four steps:
Review the Results screen: Confirm the appropriate outcome containers are included on the Results screen.
Add outcome content: Enter the content for each outcome, including names, descriptions, images, and any supporting details.
Configure the logic: Set up the rules that determine which outcome a user should receive based on their responses.
Append redirect URLs: Add the appropriate redirect URLs so each outcome can direct users to the correct next destination.
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 should communicate what users will discover by taking the quiz.
A strong introduction should answer:
What will users learn about themselves?
How long will the quiz take?
Why should they participate?
Examples:
Discover your skincare personality.
Find out which traveler type you are.
Learn your investing style.
Uncover your perfect entertainment match.
Review and update:
Headline
Supporting copy
Call-to-action button text
Background imagery
Best Practice: Focus on curiosity and self-discovery to encourage participation.
Step 3: Update the Personality Matching Questions
This template includes four sample questions designed to demonstrate personality matching.
Review and update:
Question text
Answer choices
Supporting images (if applicable)
As you build your quiz, think about the characteristics, preferences, or behaviors that help distinguish one persona from another.
Examples may include:
Preferences
Habits
Goals
Interests
Behaviors
Experience levels
Best Practice: Each answer choice should provide meaningful insight into which persona best matches the user.
💡 Tip: Changing Response Types: Select the button and click “response type” drop down on the left side panel then select your option.
Step 4: Configure the Lead Capture Screen
The lead capture screen allows you to collect information before revealing quiz results.
Review and update:
Form Fields
Determine which information you want to collect:
Email Address
First Name
Last Name
Phone Number
Custom Fields
Opt-In Language
Update all consent language to align with your organization's legal and compliance requirements.
Examples include:
Marketing consent language
Privacy policy references
Terms and conditions
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 for your business objectives.
💡 Tip: Review what fields you can add to a lead capture screen with this article.
Step 5: Review the Results Screen
The Results Screen is where users receive their personality match.
Verify the dynamic Outcome elements are present on the screen.
Result layout
Outcome imagery
Supporting content
Call-to-action buttons
💡 Tip: You'll know that you have the correct dynamic outcome elements by the distinguishing brackets arounds the element name.
On the Builder Map, the results screen can be identified by the arrow icon.
Best Practice
Ensure the results experience aligns with the overall purpose of the quiz and provides a clear next step for the user.
CTA Examples include:
Explore recommended products
Read personalized content
Book a consultation
Learn more about their result
Step 6: Configure Your Outcomes
Personality Quiz results are driven by outcomes that represent the personas users can be matched with. Most quizzes include four to five personas, but you can create as many outcomes as your experience requires.
Accessing the Outcomes Section
Before you can customize the outcome content, you'll need to navigate to the Outcomes section of the experience. There are two ways to access this page:
Option 1: From the Builder Map
From the Builder Map, select the Outcomes icon in the toolbar. This will open the Outcomes page where you can view, add, and edit all outcome details for your experience.
Option 2: From the Screen Editor
If you are actively editing a screen, you can also navigate directly to Outcomes from the left-side panel. In the editor, locate and select Add Outcomes. This will take you to the same Outcomes page without needing to return to the Builder Map.
For each outcome, review and update:
Outcome Header
The title of the persona or result.
Outcome Description
Provide a detailed explanation of the persona and why the user was matched to it.
Outcome Image
Upload an image that visually represents the persona.
Redirect URL
Add a destination URL where users can continue their journey after viewing their result.
Outcome Name
This is a required field to add. This is just the internal name that will be used for reporting and analytics.
Add and Removing Outcomes
Use the plus button or trash icon at the bottom of the screen to add or remove outcomes. You need at least 2 outcomes to access the logic page.
Best Practice: Create outcomes that feel distinct, memorable, and valuable to the user.
Step 7: Configure Matching Logic
Personality Quiz templates use Matching Logic to determine which outcome a user receives. Matching Logic uses a point-based system that assigns answer choices to specific outcomes.
Assign Answer Choices to Outcomes
Navigate to the Logic section by opening any screen or the outcomes page and selecting the Outcome Logic option on the left side panel. You have to have a minimum of two outcomes configured in order to enable the logic page.
💡 Tip: Think of the Logic screen as a spreadsheet. The questions and answer choices appear on the left as rows, and the outcomes appear across the top as columns. To assign points or create matches, you'll work within the "cells" where a response row intersects with an outcome column.
Mapping Points
For every answer choice:
Select the outcome that answer should contribute toward by assigning at least one point.
Save your changes.
As users answer questions, points are accumulated for the outcomes associated with their selected answers.
The outcome with the highest score will be presented to the user at the end of the experience.
💡 Tip: It's possible for two outcomes to receive the same score, resulting in a tie. If this happens, consider increasing the weight of your most important questions so they have a greater impact on the final outcome and help create clearer distinctions between results.
Review Outcome Distribution
As you assign answer choices, ensure that each outcome has a reasonable opportunity to be matched. For a linear experience, you can toggle on the outcome validator and test the outcome distribution within the logic screen. For more information on Matching Outcomes review this article.
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 content
Lead capture functionality
Consent language
Outcome content
Outcome images
Outcome URLs
Logic mappings
Mobile responsiveness
Test Scenarios
Run multiple test scenarios to verify that:
Answer selections contribute to the intended outcomes.
Users are matched to the correct personas.
Outcome content displays properly.
Redirects function as expected.
Next Steps
Once testing is complete, your Personality Quiz experience is ready to publish and generate launch links by toggling to the launch section from the Builder Map.
Review the Experience Launch Articles:
Continue optimizing by:
Refining outcome descriptions
Adjusting answer-to-outcome mappings
Testing different persona structures
Measuring engagement and completion rates
Analyzing outcome distribution to ensure balanced results