Quizzes & Instant Estimates

A Quiz is one of your forms, shown one question at a time. Someone answers two or three easy things before you ask for their name and number, and the last screen can show them a result: a recommendation, a tailored message, or a price worked out from what they picked.

It exists because asking for a phone number first is where most people leave. Three taps first, and by the time the form appears they have already invested something.

Building one

You do not build a quiz. You build a form, then place it as a Quiz section, and it turns itself into steps:

  • Every dropdown becomes its own screen, in the order you added them.
  • Everything else, name, email, phone, is asked together at the end.

So a form with three dropdowns and four contact fields becomes a four-step quiz. Add a dropdown, and it becomes five. Nothing to wire up.

Under Question styling on the section you can give any question's answers a photo, a line of small print, or a badge like "Most popular". Questions you leave out still work, they just show plain answer buttons.

The result screen

Open the form and switch on Show a result screen under Quiz results. Write a heading and a message, and that is what they see after they submit instead of a plain thank-you.

Different wording for different answers

Tailored results lets you change the wording based on how they answered. Each row lists the answers it applies to:

When they answeredThey see
Timing = "As soon as possible""We will call you today."
Timing = "Just planning""No rush. Here is a number you can budget with."
(nothing listed)Everyone else

The first row whose answers all match is the one they see, so put your most specific rows at the top. A row with no answers listed matches everybody, which makes it a good last row.

Working out a price

This is the part worth understanding properly. Switch on Work out a price and StoutStack builds a range from two of your questions.

The two questions it needs

SettingWhat it does
Question that sets the price per unitUsually what they want. You give each answer a rate.
Question that sets the sizeHow much of it. You give each answer a smallest and largest.

A unit is whatever your size question counts. A square foot, a window, a room, an hour, a person. You decide, and the two settings just have to agree with each other.

A worked example

Say you offer two levels of service and ask how many rooms:

Price per unit          Size range
  Standard    120         1 to 2 rooms    1 - 2
  Premium     180         3 to 4 rooms    3 - 4
                          5 or more       5 - 8

Someone picks Premium and 3 to 4 rooms:

smallest:  3 rooms x 180 = 540
largest:   4 rooms x 180 = 720

They see:  $550 - $700

The figures they see are not quite the raw sums, because prices are rounded to the nearest 50 unless you change it. That is on purpose: 550 to 700 reads like a price, 540 to 720 reads like the output of a calculation.

That is the whole idea. Everything below is optional refinement on top of it.

Adjustments

Nudge the price for particular answers. 1.15 adds 15%, 0.9 takes 10% off, and they stack. Useful for anything that reliably costs more: stairs, a second floor, a rush date, a difficult access.

Bulk discount

A lower rate on bigger orders. Each row is "up to this many units, multiply by this", checked top to bottom:

up to 10 units    1.00
up to 25 units    0.96
(leave empty)     0.92

This one reads the size, not an answer, which matters when a range straddles one of your cut-offs. A range of 8 to 12 units against the table above gets the full rate at its small end, because 8 is under 10, and the 4% discount at its large end. That is what a real quote does.

Minimum and rounding

Smallest price you will quote stops the figure dropping below a number you would never actually accept. Round to the nearest keeps it looking like a price rather than a calculation, so 1,287 becomes 1,300.

A monthly payment

If you offer financing you can show a monthly figure beside the price. Give it a payment factor from your finance provider and its own, lower price list, and pick which of the two figures gets the large type.

Two things about how that number is worked out, so it never overstates:

  • It uses the smallest size in their range, not the largest.
  • It uses its own price list, meant to hold your cheapest option in each category, because "as low as" should be the lowest honest number.

Anything you say about interest, APR, terms or approval is yours to write, in the fine print box. That wording is regulated advertising and StoutStack will not generate it for you.

If something is missing, no price is shown

This is deliberate and worth knowing. If someone picks an answer you never gave a rate to, or a size you never gave a range to, the price is left out entirely and they still see your heading and message.

The alternative would be treating the gap as zero and quoting a confident wrong number, which is worse than quoting none. So if a price is not appearing, check that every answer in both questions has a row.

Using their answers in the copy

The result screen can say their name, the option they chose, or their town. See Using dynamic text.

Good to know

  • Answers are saved like any other field. Every quiz answer lands on the submission alongside their contact details, so you can see what they picked before you call.
  • So is what they were shown. The result's heading is saved as Quiz result, and any price as Estimate shown and Monthly payment shown. They appear in Form Submissions, your lead emails, Slack and your webhook, so whoever calls back quotes the same numbers.
  • A price is a guide, not a quote. Say so in the small print. Nobody minds a range; people mind being surprised later.
  • The section works anywhere, including inside a pop-up, so a button on any page can open the quiz.
  • Pair it with a landing page. Tick Landing page in the page sidebar and your header and footer step aside, which suits traffic coming from an ad.
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