Quiz Builder
FreeBuild interactive quizzes directly inside the Form Builder. Every quiz scores responses, applies conditional branching, and automatically tags leads and assigns journey stages in your CRM based on how each person performs — all without any extra app or setup.
Quiz Builder is an extension of the Form Builder app. Access it from Dashboard → Apps → Form Builder — no separate installation needed.
How it works
When you create a form and enable Quiz Mode, GoConverso adds a scoring layer on top of the standard form experience. Each question can carry a point value and one or more correct answers. After submission, the platform calculates a score percentage, determines pass or fail against your configured threshold, and triggers CRM actions automatically.
What happens when someone submits a quiz:
| Step | What GoConverso does |
|---|---|
| 1. Score calculation | Calculates the score percentage based on correct answers and point values |
| 2. Pass / fail determination | Compares score against your passing score threshold |
| 3. Results screen | Shows the participant their score, pass/fail status, and per-question feedback |
| 4. CRM update | Adds tags to the client record and updates their journey stage |
| 5. Milestone logged | Records a quiz_completed milestone in the client’s history |
Creating a quiz
Open the Form Builder and start a new form
Go to Dashboard → Apps → Form Builder and click Create Form. In the template selector, choose the Quiz tab to start from a ready-made template, or choose Start from Scratch to build your own.
Enable Quiz Mode and add questions
In the form wizard, toggle Enable Quiz Mode on. The heading changes to “Quiz Questions” and a purple Quiz badge appears in the preview. Add fields of type Radio, Checkbox, or Dropdown — then, for each field you want to score, toggle Enable Quiz Mode on the individual field:
- Points — how many points this question is worth
- Correct Answer(s) — the answer(s) that earn full points
- Feedback if Correct — optional message shown to participants who got it right
- Feedback if Incorrect — optional message shown to participants who got it wrong
You can also add non-scored fields (name, email, phone) alongside quiz questions — they work normally.
Add branching logic (optional)
Click Branch Logic on any field to configure conditional routing. When a participant’s answer matches a rule, the quiz skips to a specified field — hiding the intermediate fields automatically. This lets you build different paths through the quiz based on how people respond.
Each branching rule has three parts:
- Condition —
equals,does not equal, orcontains - Value — the answer text to match
- Go to — the field to jump to when the condition is met
Configure quiz settings
In Step 3 of the wizard, set the quiz behaviour:
| Setting | Description | Default |
|---|---|---|
| Passing Score | Minimum percentage to pass (0–100%) | 70% |
| Show correct answers | Reveal correct answers in the results screen | On |
| Allow retakes | Let participants retake the quiz | Off |
| Max retakes | Maximum number of additional attempts allowed | 3 |
Configure lead qualification (CRM)
Still in Step 3, expand the Lead Qualification section to set what happens in your CRM when a participant finishes:
| Setting | Description | Example |
|---|---|---|
| Always tag | Tag added to every participant | Quiz Done |
| Tag if passed | Tag added when participant passes | Qualified Lead |
| Tag if failed | Tag added when participant fails | Cold Lead |
| Stage if passed | Journey stage set when participant passes | activation |
| Stage if failed | Journey stage set when participant fails | discovery |
Tags are merged with any existing tags on the client record — no duplicates are ever created.
Publish and share
Toggle the form to Active and share the public link or embed code.
Quiz results screen
After submitting, participants see a dedicated results screen:
- Score circle — animated SVG showing their percentage (green for pass, amber for near-pass, red for fail)
- Pass / fail badge — clear visual confirmation of the outcome
- Points earned — e.g. “8 of 10 points”
- Per-question breakdown — correct/incorrect icons, the participant’s answer, the correct answer, and your custom feedback text (shown only when “Show correct answers” is on)
- Try Again button — visible only when retakes are enabled and attempts remain
- Back to site button
Quiz templates
The Quiz tab in the template selector includes four ready-made templates with questions, scoring, and CRM configuration pre-filled. Select any of them to open the wizard with everything pre-populated:
| Template | Purpose | Passing score | CRM on pass |
|---|---|---|---|
| Lead Qualification Quiz | Qualify inbound leads by intent, timeline, budget, and decision authority | 60% | Tag: Qualified Lead · Stage: activation |
| Client Needs Assessment | Assess commitment level and fit for a long-term engagement | 50% | Tag: High Commitment · Stage: activation |
| Service Finder Quiz | Route visitors to the right service based on situation and urgency | 50% | Tag: High Intent · Stage: engagement |
| Business Diagnostic Quiz | Qualify B2B leads by company size, challenge, and budget readiness | 65% | Tag: Qualified Business Lead · Stage: activation |
All templates include contact fields (name, email, phone) alongside the quiz questions. The quiz opens in the full wizard — not the older form dialog — so all scoring and CRM settings are accessible before you publish.
CRM integration
Every quiz submission triggers a full CRM update automatically, handled server-side by the Form Builder’s edge function.
Tags
Tags you configure in the Lead Qualification section are applied immediately after submission:
- The Always tag is added regardless of the result
- The Tag if passed or Tag if failed is added based on the outcome
- Tags are merged with existing client tags — the same tag is never added twice
Journey stages
If you set a stage for pass or fail, the client’s journey stage is updated via upsert. If the client doesn’t have a stage record yet, one is created. If they do, it’s updated. No history is lost.
Valid stages: discovery · engagement · activation · retention · advocacy · churned
Milestones
Every quiz completion adds a quiz_completed milestone to the client’s timeline, storing:
- Quiz name and form ID
- Score percentage earned
- Points earned vs total points available
- Whether the participant passed
This milestone is visible in the Client Management panel under the client’s history.
Dashboard filters
In the Form Builder dashboard, use the All / Forms / Quizzes tabs to filter your list. Quizzes display a purple Quiz badge on their card to distinguish them from regular forms.
Plan limits
Quiz Builder reuses the Form Builder’s plan limits — no separate quota.
| Feature | Free | Plus | Pro | Max | Ultra |
|---|---|---|---|---|---|
| Active quizzes | 3 (shared with forms) | 5 | 10 | Unlimited | Unlimited |
| Branching logic | Yes | Yes | Yes | Yes | Yes |
| CRM tagging | Yes | Yes | Yes | Yes | Yes |
| Journey stage assignment | Yes | Yes | Yes | Yes | Yes |
| Quiz templates | Yes | Yes | Yes | Yes | Yes |
| Retakes | Yes | Yes | Yes | Yes | Yes |
Active quizzes and active forms share the same count toward your plan limit. A Plus plan with 5 active forms has no room for additional quizzes unless you deactivate some forms first.
Related
The foundation that powers Quiz Builder — learn about field types, embedding, and file uploads.
Form BuilderSee how quiz tags and journey stage updates appear in the client record.
Client ManagementTrigger automated email sequences when a client receives the “Qualified Lead” tag from a quiz.
AutomationsAnother way to qualify leads 24/7 — the chatbot captures intent before visitors even fill a form.
AI Chatbot