πŸš€ Map Quiz Results Directly to CRM Custom Fields!

πŸ†• What's NewSay hello to Quiz Result β†’ CRM Field Mapping πŸŽ‰ β€” a game-changing update that allows quiz results to be automatically mapped into contact-level custom fields in the CRM.This feature gives you structured, persistent access to quiz data for more personalized automations, segmentation, and follow-ups β€” eliminating the need for manual tagging or external tools!Screenshot 2025-10-31 at 2🌟 Key Highlightsβœ… Auto-generated Custom FieldsAutomatically create fields for:

  1. Overall Score & Tier

  2. Category-wise Scores & Tiers

  3. Highest & Lowest Scoring Categories and their Scores

Screenshot 2025-10-31 at 12πŸŒͺ️ Real-Time Field UpdatesFields are updated each time a contact resubmits the same quiz β€” no duplicates, just clean overwrites!πŸ”„ Seamless Integration with CRM & AutomationsMapped fields can be used in:

  1. Contact Segmentation

  2. Dynamic Follow-ups

  3. Conditional Workflows

βš™οΈ How It WorksπŸ“ Complete a QuizUser submits a quiz built using the Quiz Builder.πŸ“Š Result CapturedThe system automatically extracts scores, tiers, and category insights.Screenshot 2025-10-31 at 12🧠 Fields Auto-MappedFields like {{quiz_name}} - Overall Score and {{quiz_name}} - {{category_name}} - Score are created and updated under the contact record.Screenshot 2025-10-31 at 12πŸ” Use Anywhere in the CRMThese fields can now power workflows, filters, and personalized messages.Screenshot 2025-10-31 at 12πŸ“Œ Notes

  1. Default field types:

  • Scores β†’ Number

  • Tiers/Category Names β†’ Text

  1. Field creation respects quiz resubmission β€” no duplicates, only updates

  2. Compatible with Workflows, Automations, Smart Lists, Emails etc

πŸ™Œ This is a big step forward in turning quizzes into a powerful CRM data source β€” enabling smarter personalization and deeper automation across your campaigns.

Last updated

Was this helpful?