Build a quiz funnel
Quiz funnels are part of the Business plan. New to the idea? Read what a quiz funnel is.
Create a quiz
- Open Forms & scorecards and click New form.
- Choose Quiz funnel and give it a name.
- Pick how to start:
- Use a template: a coaching qualifier, a skincare product match, PayLead's own Knowledge Seller quiz, or Start from scratch.
- Describe it to AI: the Quiz Architect opens in the builder (see below).
- Click Create quiz. It starts as a draft.
The builder
The left side has five tabs. The middle shows a live phone preview.
- Screens: every screen in order, grouped by section. Click one to edit its words, answers and points. Use Add a screen for a new one, and the arrows to move it.
- Types: the quiz kind (diagnostic, product match or qualifier), your types of buyer, and for each type: its result, plan steps and offer products.
- Offer: plan cards (for packages, plans or a call), questions and answers, your guarantee, and real reviews.
- Follow-up: WhatsApp messages for day 0, 1, 3 and 7 and an email for each type, plus ad hooks.
- Design: colours, fonts, logo, your link, embed code and webhook.
Use Preview as above the phone to see the screens a particular type of buyer gets.
Points and types
On picture cards, single choices and statements, each answer can give points to one or more types. After the "lock" screen (set in Types), the type with the most points wins. On a tie, the opening question decides.
Scoring questions
Scoring question screens score 25, 10 or 0. Anything under 25 shows its gap and your fix on the result. Use Who sees it to show each scoring question to one type only.
Build it with AI
Click Build with AI in the builder. The Quiz Architect:
- reads your products, prices, recent sales, contacts (without names or numbers) and approved reviews;
- asks you a few questions, up to 3 at a time;
- shows you a plan to approve;
- builds the whole quiz.
Nothing changes until you click Use this quiz. Products that aren't in your store are removed, and any problems are listed before you apply it. You can keep chatting to change it.
Publish
Click Publish. PayLead checks the quiz first:
- Red items block publishing: for example, a type of buyer nobody can reach, or no result screen. The quiz saves as a draft until they're fixed.
- Amber items are warnings: for example, a type with nothing to buy, or a plan button with no product.
Selling from the quiz
On the offer screen, buy buttons open your checkout over the quiz, with the buyer's name and number filled in. Your product's order bump and after-payment upsell show as usual. Pay on delivery shows only if it's on in your store settings.
Purchases, bumps and upsells are linked back to the quiz automatically.
Share it
Copy your link from Design, or use the embed code to put the quiz on your website, in the page or as a pop-up. Ad clicks and UTM tags on your link are saved with each lead. Your store's Meta and TikTok pixels get ViewContent, Lead, InitiateCheckout and Purchase events.
Leads and insights
Every lead lands in the quiz's entries and your Customers, with their type and score. People who tick the consent box get your store's email confirmation before marketing emails reach them.
Click Insights to see:
- how many people reached each screen, with the biggest drop flagged;
- leads, purchases and revenue by type of buyer;
- where people came from;
- your latest leads, each with WhatsApp buttons for your follow-up messages.
To send leads to another tool, add a webhook URL in Design.
If you leave the Business plan
Live quizzes keep running and collecting leads. Editing needs the Business plan.