Widgets

Lead generation quiz: get warm leads with answers in your CRM

A quiz from a template, a growing discount and bonuses, answers right in lead card fields, a full-site quiz and a link for ads — video and setup.

Updated Nov 2 8 min read 7 views

In short

A lead generation quiz is a short test of several questions with a contact form at the end: the visitor gets a cost estimate and a discount, and you get a lead with the answers in CRM fields. Create it in “Widget” → “Edit” → “Quizzes” → “Create quiz”, choose a template and click “Save changes”.

Many visitors aren't ready to call, but they're happy to answer five questions and find out the price — a lead generation quiz turns them into warm leads. Renovation clients, for example, behave this way: budget first, conversation later. With a quiz, the manager immediately sees the area, budget and timeline.

A quiz is a short test of several questions with a contact form at the end. The visitor gets a cost estimate, a discount and bonuses, and you get a lead in CRM with the answers right in the card fields. A lead is a request card with the client's contact and details.

The quiz is installed with the same code as the website widget and is included in the “CRM + Telephony + Automation” plan and higher, at no extra cost. You don't need a separate quiz service or its integration with CRM.

Watch the two-minute video, and below you'll find the step-by-step setup.

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Why businesses need it

Renovation, furniture, construction: the “Renovation cost” and “Kitchen selection” templates with a growing discount and bonuses like “Free measurement”. People want to get to the end, and you get a request for a measurement visit.
Real estate: a property-matching quiz — neighborhood, budget, timing. The answers go into the lead fields, and the manager calls already prepared.
Travel: “Tour selection” with a budget and a departure date. The manager doesn't waste the first call on questions.
Online school: a quiz about which course fits. The person gets a recommendation, and you get a contact with a clear interest.
No website of your own: a quiz landing page via a technical link. You can launch ads right away, without building a website.

Client case

A custom kitchen manufacturer in Novosibirsk. Before: the “Calculate the cost” form brought few requests, and the manager spent the first call asking about dimensions and budget. What we did: a “Kitchen selection” quiz with a growing discount and a “Free measurement” bonus; the answers are written to the “Kitchen shape”, “Budget” and “Timeline” fields. Result: about 30% more requests from the same ads. Now one lead in four gets as far as the measurement visit, compared with one in five before.

How a quiz works on a website

A quiz consists of a start page, questions, a contact form and a thank-you page. The discount grows with every answer, and next to it are bonuses and a consultant with hints. The next question can depend on the answer — this is called branching.

The request arrives as a “Quiz: <name>” lead at the funnel step of the “Callback” button. A funnel step is a stage of the sale in CRM. The comment holds the answers and the discount, and the answers themselves go into the linked card fields. The source is the visit's UTM tags (labels in an ad link) or “Widget: Quiz”.

Quiz builder for a website — the step menu, a question form and a preview

How to add a quiz to a website

1
Choose a template
“Widget” → “Edit” → “Quizzes” → “Create quiz”. There are “Renovation cost”, “Kitchen selection”, “Website cost”, “Tour selection” and “Empty quiz”.
2
Link the answers to CRM
In the “Where to write the answers in CRM?” window, choose fields or leave “+ Create the field…”. Then click “Done”. You can click “Skip” and do it later.
3
Go through the step menu
“Start page”, “Questions”, “Contacts form”, “Thank-you page”, “Discount and bonuses”, “Consultant”, “Display and design”.
4
Test it yourself
Click “Try it”, and the quiz opens full screen. No request is sent during the test.
5
Save
Click “Create”, then “Save changes” at the bottom of the page.

Quiz questions and branching

A quiz holds up to 20 questions, and a question holds up to 12 answers. The answer type is options, pictures, own answer, list, slider, date or rating. For a question, you can turn on “Several answers” and “Required question” and add a “Consultant hint”.

Each answer has “then →”: the next question, any other question or straight to the contact form. This way, a person with a small budget doesn't answer questions about the premium option.

Quiz answers go straight to the lead card in CRM

The “Answer to a CRM field” block writes the answer to a lead field: text, number or category. A number field gets the first number from the answer: “up to $500” becomes 500. For a category field, each answer is matched to a category.

You can create fields right here with the “New field” button. They are saved to CRM immediately. This requires the “CRM settings” access. How custom fields in the client card work is covered in a separate article.

Quiz answers in CRM — the “Answer to a CRM field” block and the “New CRM field” window

Where to show a quiz on your website

The “Take the quiz” button — floating on the site or among the widget buttons.
A widget button with the “Quiz” action — opens the first enabled quiz or the one you choose.
“Open by itself” — on entry, on exit or on scroll, once per visit.
“Get the link to the quiz” — a link for ads and mailings that opens the quiz right away.
“Quiz as the whole site” — the quiz becomes a page. No website? There's the “Technical link — no site needed”.

On the thank-you page, you can add a “Book” button that leads to online booking on your website. The name and phone are filled in from the quiz.

Where to show a quiz on a website — the “Display and design” section with the “Take the quiz” button and “Quiz as the whole site”

Important

If you turn on “Quiz as the whole site” and leave “Only on pages” empty, the quiz will replace every page of the site. Enter the page address, for example /quiz.

Tip

Quiz requests are created under the login of the “Callback” button. If the quiz row shows the “no CRM login” tag, add this button to the widget and authorize it.

Frequently asked questions

Can I make a quiz without a website?

Yes. The “Technical link — no site needed” opens a quiz landing page without your own domain or code on a site, so you can launch ads right away.

Why weren't the quiz answers written to CRM fields?

The field may have been deleted — choose another one or create a “New field”. If it's a category field and the answer isn't among the categories, click “+ Add the answers as categories”. Without the “CRM settings” access, you can't create fields.

How do I get my website pages back if the quiz replaced them all?

Fill in “Only on pages” with the address of the quiz page. Then click “Apply” and “Save changes”.

Why does the quiz technical link show “Quiz not found”?

Click “Copy” or “Open” again: they save the quiz by themselves. If that doesn't help, save the settings manually.

What does the “Question without text” window mean?

One of the questions has no text. Fill it in or delete the question.

Why doesn't the quiz open on the website by itself?

It opens once per visit and isn't shown to anyone who has already completed the quiz. Auto popups share one slot with the callback window and offers, and aren't shown for a day after a request.

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