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Adding a Quiz to a Funnel

Here's how you can add an Octane.ai quiz to your funnel to help customers find the right product.

Updated over 2 weeks ago

If your products are dependent on getting an understanding of the customer you may want to add a quiz to your funnel.

  • Find a specific makeup shade

  • Select the right product for a hair type

  • Get the best product for your skin type

  • Get recommendations based on dietary restrictions

  • +more

Here's how you can add your Octane.ai quizzes like the example below to your funnel.


Build Your Quiz in Octane

In order to use quiz functionality within FERMÀT you must have Octane installed on the same Shopify instance you are using FERMÀT on.

1. Craft the Quiz Content

Quizzes that you use inside of a FERMÀT funnel are built within Octane and then applied to your funnels via our Octane integration. Before proceeding to the steps below build the quiz you want to add in Octane.

2. Adjust the Quiz Settings

The quiz you are going to add to FERMÀT Funnels must have the following checked within the settings section of the quiz. If you are using a Quiz that is also being used elsewhere on your site, we recommend cloning it to have a dedicated quiz for your FERMÀT Funnels.

3. Publish the Quiz and Grab the IDs

Publish the quiz with the updated settings. Once you do click get the code

From this code you will need to grab both the Data Quiz ID (first screenshot)

and the Script Quiz ID (second screenshot)

Adding a Quiz to A Funnel

Before adding a quiz to a funnel you must have a published Octane quiz with the above settings.

  1. Add the Octane Quiz Module to the funnel you wish to add the quiz to

2. Drag it to the position within the funnel where you would like the button to trigger the quiz to appear.

You can clone this module if you would like the quiz to be triggered from multiple spots within your funnel.

3. Copy the Data Quiz ID from Octane and paste it to the appropriate field

4. Copy the Script Quiz ID from Octane and paste it to the appropriate field

5. Set the button text

6. Add any products that are recommended as part of this quiz

Be sure to add any products that could be recommended as part of your quiz logic to the Octane Quiz Module so that the customer can easily at it via FERMÀT to their bag.

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