Helm

Module · Quizzes

A quiz is a filter, not a lead magnet.

Ask the three or four things that actually predict a good client for you, decide what each answer is worth, and read the total before you commit an afternoon. Every submission is kept against the person who sent it, and lands in the Leads pipeline with its score.

Start a projectHow it works

Switched on for your account during setup. Not on a checkout page.

Questions and weights

You decide what each answer is worth. The quiz does the arithmetic.

Multiple choice, with a points value per option. “This month” is worth more than “someday”; a budget band is worth more than “not sure”. Set the numbers once and every submission is scored the same way — by your judgement, applied consistently, at eleven at night as well as at nine in the morning.

The verdict

Three bands, and a different reply for each.

Set the thresholds. A high score can send them straight to your booking form; a low one gets a polite thank-you and a link to the FAQ. You read the number, not the essay — and the essay is still there on their record if you want it.

The score is worked out on the server and comes back with the answer, so what a respondent is shown is decided when your site is built rather than left to the browser.

Where the answers go

Switch Quizzes on and the Leads pipeline appears without being asked.

Answers with nowhere to land are half a feature. Every submission is a person in Leads with their score and their answers attached, and when they resurface in March you reopen what they said rather than starting again.

Into Leads, scored

The pipeline switches itself on when Quizzes is — or the first time a lead lands, if you were capturing them before. Every submission is a row, sorted by the number.

Onto the person

Answers are kept against whoever sent them. If they sign in, book or buy later, it all lands on the same record.

With where they came from

Every lead records its source alongside its score, so you can see which channel sends the people who score well.

How you get it

On any plan, switched on for you.

Available on every plan. Switched on during setup for sites that qualify enquiries, rather than bought from a page.

LiteSwitched on during setupStandardSwitched on during setupBusinessSwitched on during setup

Quizzes is switched on per account during setup. Leads comes with it.

Before you start

What this does not do, said now rather than later.

Not a personality test

No results pages, no “you are a summer”. Scoring exists to tell you whether to call, not to entertain the respondent.

No branching logic

Every respondent sees the same three or four questions. Long conditional forms are how nobody finishes.

It is switched on for you, not bought

Quizzes is not on a checkout page. If your site needs to qualify enquiries, it is switched on while the dashboard is built.

Getting started

Tell us what a good client looks like, and we will build the questions that find them.

Switched on for your account on any plan. Plans from ⁨$20⁩ a month.

Start a projectSee pricing

Prices in USD, EUR, GBP and CAD on the pricing page.