Running a small business means juggling lots of customer information. One way to make this easier is by using quizzes to learn more about your customers and then saving those results directly to their profiles. This helps you understand their needs better and reach out in a more personal way without extra work.

📌 Why This Matters

Keeping track of quiz results manually can be time-consuming and messy. When quiz responses automatically save into your customer contact records, you get clear, organized insights that stay up-to-date. This setup helps you send the right messages, group customers based on interests or needs, and follow up more effectively — all without the hassle of sorting through data yourself.

✨ What’s New

• Auto-generated Custom Fields: Quiz scores and categories are automatically saved as custom fields in your customer profiles. This includes overall scores, category-specific scores, and even identifying highest and lowest scoring areas.
• Real-Time Updates: When a customer takes the quiz again, their results update instantly in their profile — no duplicates, just fresh information.
• Seamless Integration with Your Customer System: These quiz data fields can be used to organize your contacts into groups, personalize follow-up messages, and set up conditional workflows that respond to your customers’ quiz results.

🛠️ How to Use It

1. Step 1: Have your customers complete a quiz designed to learn about their preferences or needs.
2. Step 2: Watch as the system captures their scores and category insights automatically.
3. Step 3: The results get mapped directly into the customer’s profile as custom data fields.
4. Step 4: Use these fields to group your customers, send personalized messages, or create tailored follow-up tasks and reminders.

💡 Pro Tip

By automatically capturing quiz results in customer profiles, you can create personalized experiences that build stronger relationships and encourage repeat business — turning insights into real revenue.