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Create your first Quiz

A step by step tutorial on how to create, customize and publish your first quiz

Stefania avatar
Written by Stefania
Updated this week

If you prefer, you can check out this information in video format.

A quiz is a series of questions that guide your customers to receive personalized product recommendations based on their answers.

There are two main ways to start creating your quiz flow: using our powerful AI integration or manually making it. This article will walk you through creating a quiz flow manually. If you want to learn more about generating quiz flows using AI, check out this article.

Start New Quiz

To start, go to the Quizzes tab and click the Create a New Quiz button. Give your quiz a name, being mindful that this will also be the quiz slug and visible to all your customers.

Clicking Create a new quiz will redirect you to the Quiz Builder where you can build, customize and preview your quiz.

Image showing the “Create a New Quiz” button in the Quizzes tab and the popup where users are asked to enter the quiz name, view or edit the auto-generated quiz slug, and confirm by clicking the Create button. This marks the first step in manually building a new quiz.

Import/Export quiz

In Lantern, you have the option to export existing quizzes and import them into other stores where Lantern is installed. To learn how to do this and effortlessly launch your quiz on multiple stores, check out our help article on import-export quizzes.

Add quiz pages

By default, when starting a new quiz, you will have a first page representing a single-choice text-only question type. To customize this first question, type it over the grey help text that reads ‘Your question here…’.

Image showing the default first single-choice text question with editable placeholder text. In this example, the question "What pet do you have?" is entered in the field.

If you prefer to start with a different type of question, you can use the Remove Question option from the right-hand side menu first to replace it in the next step.

Image showing the option to remove the default first question in the quiz builder.

Single and multi choice style questions

To add other questions to the quiz, click the +Add page button on the left-hand side of the quiz builder, then select the page-type question from the menu. You will find options for both single-choice and multiple-choice questions, which can come in different formats, such as text only, text and emoji, or text and image.

Image showing the quiz builder interface where the user clicks the “Add Page” button to open the question type selection menu, followed by a preview of how the selected question formats — including text-only, emoji, and image-based options — appear in the live quiz.

Open Ended Questions

You also have the option to select Open Ended Question. The Single-Line Text and Multi-Line Text Field question types allow you to introduce a text input field inside your quiz. Your customers can use it to enter information like name or freeform answers to specific questions in the quiz, such as their pet’s name.

Please note, unlike standard quiz questions, the input field questions don't impact the product recommendations - they are designed to help you collect additional information about your customers and personalize their experience.

Image showing the page type selection with open-ended question types including single-line and multi-line text inputs, followed by a preview of how these input fields appear in the live quiz.

Optin Pages

Another page type is an Optin page, which can capture a quiz takers e-mail, phone number and name. You can change the default wording to better reflect your brand and encourage your customers to get their quiz results straight to their inbox or receive updated via their phone number.

Image showing how to add an Opt-in page in the quiz builder, with the Optin page type selected and a preview displaying the customized default text. The image does not include fields for name or phone number, which can be enabled optionally.

If you've set up the integrations, the customer name, phone number and email data will automatically be sent to Klaviyo and/or Mailchimp. Note you can also send these data points through Klaviyo to any other service you may already be using for marketing or analytics.

You can enhance your data compliance practices with our GDPR Checkbox feature. This feature provides a checkbox for customers to give their explicit consent for data collection, simultaneously offering them a link to your privacy policy. For more information on how to set up and customize your email capture page, check out the following article and here is our help article about how to capture the phone number of quiz takers.

Transition Screens

In addition to questions, you can also add transition screens, which can be great for offering tailored information based on specific subsequent answer selections or just in between questions as pieces of extra information or to keep your quiz taker’s attention. Check out our pro tips help article on how to use and customize transition screens.

Image showing the selection of the Transition Screen page type in the quiz builder, along with a preview of a customized transition screen featuring a personalized header, subheader, and an image used to guide users between quiz sections.

Add and customize answers

To add answers, click the Add answer button and begin writing them over the grey ‘answer here’ help text. The text-only and text-and-emoji questions will also include a short description under the main answer text, while the text-and-image question will have answers that include the main answer text and an image.

Image showing various answer options including text-only, text with emoji, and text with image, with editable fields.

On the right-hand side of your questions, you’ll find a number of general design and functionality settings for the questions, answers, descriptions, buttons, and images.

Image showing the right-hand side menu in the quiz builder with functionality settings, design and layout settings for questions and answers.

All questions must be answered by default, and they will automatically move to the next question, which can be customized by using the very top Question properties category in the right hand side menu for each individual question.

Image showing the Question Properties section in the quiz builder, where you can configure behaviors such as requiring answers and enabling automatic progression to the next question.

You will find the option to customize question properties in the same top category in the right-hand side menu. Property IDs act as variables that store answers from the question for which the property ID was set.

Image showing how to assign a Property ID to a quiz question for use in personalization or integrations, including Klaviyo and Mailchimp ID settings.

They can be used dynamically in future questions or personalized text and also sending them to e-mail autoresponders such as Mailchimp or Klaviyo. These will be available in more complex flows in Klaviyo e-mails or through Zapier for more integration options.

Image showing a follow-up question reusing a Property ID to personalize content based on a previous answer.

Other Customizations

On all pages you will have a selection of design choices to customize the question, description, answers, button, and images, if any, are used in answers. For the general content of the pages you can adjust the size of the sections, and also adjust the font and alignment on both Desktop or mobile. For answers you will also be able to choose how many to show per row for better readability and alignment on both desktop and mobile.

Image showing customization settings available in the quiz builder for adjusting font style, text alignment, section spacing, and number of answer options per row—customizable for both desktop and mobile views.

This Button Design section offers a lot more customization related to the custom text you want to use on your button independent on the automatic button labels and what colors to use for both the background color of the button and the text. You can also customize the look in terms of the font size, padding, or border radius of the button to make any page as engaging as possible for your customers. All options can be customized separately for Desktop and Mobile.

Image showing customization settings for button text, font size, padding, border radius, and color for desktop and mobile.

Add Content Blocks

Using content blocks, you can add custom content to any quiz page, including the Welcome page. You have buttons on a few areas of your quiz pages that allow you to add custom content to further personalize your quiz to match our desired aesthetics. Check out our help article on what you can add using Content Blocks on quiz pages.

Add a welcome page

For any quiz, you can choose to show or not show a welcome page.

Depending on how and if you want to display an image on this welcome page, you have 6 page layouts to choose from. The main elements on the welcome page are a header, a subheader, and a start quiz button that you can use to engage with your customers. As with any other page in the quiz, you can add content blocks, which can be an image, button, video, URL, or text, to better customize your Welcome Page for your needs.

Image showing a Welcome Page layout with header, subheader, and a Start Quiz button, plus content block options.

You can check out the help article to dive deep on how to customize and edit your Welcome page.

Add an email capture page

Adding an e-mail capture page can be a great opportunity to further interact with your quiz takers and sync the data in services like Klaviyo where you can leverage it for future marketing campaigns and personalized e-mails and segmentations. Check out our dedicated help article here to learn more about how to add and customize an e-mail capture page and check out our collection here about all you need to get started with Klaviyo.

Product Matching

After your quiz questions and answers are created and customized, you can move to the product-matching process. This is an essential process if you want to recommend products based on the score they receive throughout the quiz. By having the product connected to answers in your quiz, the product matches will receive scores from one question to the other, and the ones with the highest scores will be recommended on the results page. Check out our help articles here on how to fully set up your product matching.

Image showing the Products tab  where answers are linked to specific products, variants, or collections for personalized results.

Logic Jumps and Skip/Show conditions

Logic Jumps helps you take your customers on personalized paths based on answers they are selecting to make their experience more like a one on one consultation. They are effectively decision trees in which you can select where your quiz takers will go next based on specific answers in the quiz. Check out our help article on how to customize and use Logic Jumps in your quizzes.

On top of this an easier and more flexible method to customize the quiz flow for your customers is by using the Skip/Show Conditions that are available on each quiz page. If you want to show or skip any page, you can choose to do so with a number of rules such as if any of a number of answers to a food allergy question were previously selected such as allergy to peanuts and walnuts the current question that asks what is their favorite nut mix will be skipped. To learn more about how this works please check our help article on Skip/Show conditions.

Image showing the Skip/Show Conditions settings for a quiz page, allowing dynamic flow adjustments based on previous answers.

Theme Settings and Customization

Lantern offers various ways to customize your quiz to ensure it reflects your brand and engages your audience.

Starting from the top, the primary color will dictate the color of the buttons on quiz pages, the progress bar, and the add-to-cart buttons or any other buttons in the quiz.

Image showing Theme Settings for customizing the primary color, which affects buttons and progress bars in the quiz.

The background color will be just that, the background color of quiz pages, which should be in contrast with your primary color to make sure all other elements are visible.

Image showing the setting for selecting the background color of quiz pages in the Theme Settings panel.

Underneath this, you can Edit Quiz Flow CSS, where you can use custom CSS for any customizations needed, such as adding a Google Font to your quiz or any other behaviors or custom design. For tech-savvy users or those with developer resources, please check our help article on adding custom CSS.

You also have the option to customize the language here for which you can explore our help article on how to translate or change text in your quiz.

In the logo section, you can click to add your logo, which will appear in the top left corner of your quiz.

Image showing the logo upload section in Theme Settings, where the logo appears in the top-left corner of the quiz.

Some extra features at the bottom allow you to choose whether or not to show the progress bar and question indicator.

Results Page

On the results page, you can either show default results, which come from the highest-scored products that match answers selected throughout the quiz, or dynamic content blocks that recommend content or product information based on specific answer combos. To learn more please check out our help article on how to customize dynamic content blocks and how to set up your results page.

More Integrations

Lantern seamlessly integrates with various email marketing and automation platforms, offering flexibility and convenience to our users. With integrations like Klaviyo and Mailchimp, you can effortlessly sync your Lantern data to power personalized email campaigns and automation workflows. Check out our help article here on how to integrate with Mailchimp.

Image showing Zapier integrations section with preset automation examples like syncing quiz data to spreadsheets or email services.

Check out our following help article to learn more about leveraging the zero-party data collected from the quiz to generate powerful marketing campaigns and send your customers personalized emails with their quiz results using our powerful Klaviyo Integration.

Lantern also connects with Zapier for advanced automation needs, enabling you to automate tasks and connect with over 5,000 apps without any coding required. You will see a number of preset Zaps with some of the most popular connections, such as synching data to Google Spreadsheets, sending data to Omnisend or Brevo, and more.

Image showing Zapier integrations inside the More Integrations tab in Lantern, with preset automation examples like syncing quiz data to spreadsheets or email services.

Settings

Under settings, you will find a number of general or SEO settings but also more advanced ones, such as the Tracking code section that you can include in the Head or Body tag. To fully explore what you need on this section we recommend exploring our help article on how to set-up your Settings.

Publish your quiz

Your quiz is now ready to Publish. Before going live, use the preview button at the top of the editor to see how your quiz will look.

Once published, there are four methods available to add your quiz to the store:

Image showing the IN-STORE display method setup for quizzes in the Lantern app, located in the Publish page.

This is how this display method would look like live in a store:

Image showing a live preview of a quiz displayed using the IN-STORE method.

Image showing the setup for displaying a quiz using the Standalone link method, as seen in the Publish page of the Lantern app.

This is how this display method would look like live in a store:

Image showing a live preview of a quiz displayed via the standalone URL method.

Image showing how to configure a quiz to appear as a popup using the Popup display method found in the Publish page of the Lantern app.

This is how this display method would look like live in a store:

Image showing a live preview of a quiz launched through the popup display method.

Image showing the Embed setup in the Publish page of the Lantern app. The image also includes a brief instruction on how to embed the quiz using the quiz key.

This is how this display method would look like live in a store:

Image showing a live example of an embedded quiz on a Shopify store page.

Please note that embedding the quiz and adding it as a pop-up is only available on paid plans.

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