Category quizzes let you create fun or useful survey experiences that assign people to a result category based on their answers. Once someone submits their quiz, you can send a different follow-up email depending on which category they fall into. This guide walks through how to build the quiz, assign answers to categories, and track results.
If you're new to sign-up forms in general, check out our full guide here: How to Create a Sign Up Form
Step 1: Create a Category Quiz Form
Click Automation in the left sidebar.
Click Sign Up Forms.
Click Create in the upper right.
Name your form (e.g., "Product Fit Quiz" or "What's Your Style?").
Choose Category Quiz as the form type.
Click Create.
Step 2: Add Your Quiz Categories
On the Categories tab, create the results you want people to fall into.
Drag and drop the categories to reorder them.
For example, "Style A", "Style B", and "Style C". If there's a tie between two categories, the one higher on the list wins.
Step 3: Build Your Questions
Go to the Fields tab.
Add an Email field using a Contact Field, to identify the contact.
Add each question as a Drop-Down (single answer) or Pick List (multi-select) field from Create Field For Form.
Assign each answer option to one of your categories.
Only form-specific fields from Create Field For Form can have their answer options assigned to categories. For example, "Beach" → Style A, "Mountains" → Style B.
For more information on Sign Up Form fields, see this guide: Sign Up Form Fields & Headers
Step 4: Set Up Follow-Up Automations
Open the Automations tab.
In the Trigger Automations When Someone Signs Up section, click Create Automation.
Select Send Email and choose the email template.
Click Save Automation.
Use Conditions to send different content depending on the quiz result.
For full instructions on using conditions with automations, see this guide: How to Use Sign Up Form Automations
(Optional) Step 5: Preview and Submit Your Quiz
Click Preview to see the quiz.
Submit a test entry to check which category gets assigned.
Step 6: View Submissions and Category Results
Go to the Signups tab.
The Signups tab shows who submitted the form and which category they received. You also get an email alert with the submission details.
Video Walkthrough
Use the timestamps below to jump to specific sections:
0:00 - What category quizzes do
1:48 - Step 1: Create a category quiz form
3:16 - Step 2: How ties between categories are decided
4:32 - Step 3: Building questions with Create Field For Form
5:54 - Step 3: Assigning answer options to categories
7:28 - Step 4: Setting up follow-up automations
8:49 - Step 5: Previewing the quiz
10:07 - Step 6: Submitting a test entry and viewing results