How to Build a Quiz Funnel in MONDAi

A quiz funnel does two things: it qualifies your audience into segments that receive different messages, and it creates an interactive experience that increases engagement compared to a standard opt-in.

Steps

1. Define your segments first

   Before building anything, define 2–4 outcome segments. Example for a business coach: Beginner (0–2 years), Established (2–5 years), Scaling (5+ years). Each segment will receive different messaging.

2. Build a multi-step form

   Go to Sites → Forms. Create a form with 4–7 questions. Use radio buttons for most questions (single-select makes scoring simpler). Include an email field at the start or end to capture the lead.

3. Set up scoring or tag-based segmentation

   Assign each answer to a segment via tags. Use a workflow triggered on form submission with If/Else branches based on which answer they selected.

4. Create conditional automation branches

   In Automation → Workflows, set a trigger on form submission and add If/Else branches. Each branch sends the respondent down a different path: different email, different redirect URL, different tag.

5. Build your results pages

   Create a separate funnel page for each segment outcome. The results page should: name the segment they fall into, validate their situation, and offer the most relevant next step.

6. Test all paths

   Complete the quiz representing each segment. Verify each outcome receives the correct results page, tags, and follow-up email.