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Charts

Updated over a week ago

Wow Your Respondents with Personalized Charts!
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From personality quizzes to risk assessments, you can instantly create beautiful, branded charts that make your forms stand out.
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🎯 Example Use Cases
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  • Personality Quiz – πŸ“Š Bar charts showing scores for each personality type.

  • Knowledge Quiz – 🍩 Donut chart with overall + category scores.

  • Wheel of Life – πŸ•ΈοΈ Radar chart (Coming soon) displaying balance across 8 life areas.

  • Risk Assessment – 🧭 Gauge chart (Coming soon) highlighting risk level & improvement zones.
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✨ All charts are auto-generated, branded, and personalized for each respondent.

This guide will walk you through:

  • How to set up variables to score different parts of your form.

  • How to use logic to show different Ending (Thank You) screens with charts based on those scores.
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1. Set Up Your Form Sections

Create a form with different sections that you want to score separately.

Example: Wheel of Life Quiz with 4 questions in each of these 8 categories:

  • Relationships

  • Career

  • Finances

  • Health

  • Recreation

  • Growth

  • Environment

  • Spirituality

πŸ‘‰ This setup lets you track individual scores by categories and see where respondents are strong or need improvement.


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2. Add Variables for Each Section


2.1 Go to the Logic tab.
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2.2 Click Variables β†’ + Add custom variable.


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2.3 Add a variable for each section (e.g. Relationships, Career, Finances, etc.).

  • Start each variable at 0.

  • Use letters, numbers, and underscores only.

  • You can still show more user-friendly names of the variables (categories) in the charts.

Click Save when finished.

3. Set Up Scoring

  • Each category has 4 questions (Scale of 1 to 10, maximum 40 points each).

  • Total possible score: 320 points (40 points per category Γ— 8 categories = 320)

How to assign scores:

3.1 Go to Calculator β†’ Assign values to each variable.

  • Example: If respondent selects β€œ5” for I feel fulfilled in my relationships, 5 points will be added automatically to the Relationships variable.
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3.2 Now add each variable to overall score (@score)

Note! In this example, we have used Opinion Scale question type but you can also use other question type such as Multiple Choice, Two Choices, Images Choice etc.

Note! For Personality type quizzes (Outcome quizzes), assign variables at the Answer level in Score Quiz since each option may affect different variables (categories).

Note! For Knowledge quizzes, assign variables at the Question level in Score Quiz since each option may affect different variables (categories).

3.3 Repeat this for all questions.
Note! Remember to use the right variable for each question set: questions about relationships should refer to the Relationships variable, and so on.

Click Save when done.


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4. Create Score Tiers

You can group overall scores into tiers (e.g. Low, Medium, High) and color-code them for charts.

Go to Logic β†’ Score Tiers and define the color and score range for each tier.

You can:

  • Change tier colors.

  • Rename tiers labels.

  • Change % score range

  • Remove or Add more tiers.

  • Or assign colors by Variable (category) instead of overall score range by selecting the Variables tab.

Note! Score ranges (Overall score - @score) are in % format in Score Tier screens:


In our example, we have set to:


Low: 0%-25%

Medium: 26%-75%
High: 76%-100%

Click Save when you’re finished.

5. Create Custom Ending Screens

Now let’s show respondents their results!

We’re going to create three Ending screens for each score range (e.g. Low, Medium, High):

A. Low : Overall score is between 0 to 80 (0%-25%)
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B. Medium: Overall score is between 81 to 240 (26%-75%)
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C. High: Overall score is between 241 to 320 (76%-100%)

Ending screens are tailored to encourage both achievers and learners to keep going!
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5.1 Click + next to Endings in the left panel.

5.2 Add text and insert charts using the @ key (Recall information) and choose the item you want from the list:

  • @score β†’ Donut or Radar chart (coming soon).

  • @variable (e.g. @Relationships, @Career) β†’ Bar chart.

Use appropriate Chart Settings to show legends, background color, score format etc.

Note! The numbers you see in charts while creating your form are just placeholders. They will change each time you click within the chart settings. Don’t worry β€” the published form will display the correct, actual numbers in the charts.

If you prefer showing numbers only (instead of Charts) then you can select:

  • # - Plain number

  • % - Percentage

  • 1/2 - Fraction (e.g. 3 Out of 10 etc)

Here’s how an Ending might look for respondents who scored Low: Overall score is between 0 to 80 (0%-25%)

Now, add another Ending screen for respondents who scored Medium: Overall score is between 81 to 240 (26%-75%).

Repeat this for another Ending screen for respondents who scored High: Overall score is between 241 to 320 (76%-100%).



6. Add Display Logic for Endings

Go to the Display Logic tab and set which Ending screen shows based on the total score.

Set conditions so respondents see the correct Ending screen based on their results.

If Score is between 0 to 80 
Then Show First Ending screen (Low)

If Score is between 81 to 240
Then Show First Ending screen (Medium)

If Score is between 241 to 320
Then Show First Ending screen (High)

In this example, we show the respondent:

  • First Ending screen if respondent scored: Low: Overall score is between 0 to 80
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  • Second Ending screen if respondent scored: Medium: Overall score is between 81 to 240
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  • Third Ending screen if respondent scored: High: Overall score is between 241 to 320

Note! Score ranges (Overall score - @score) are in actual number format in Logic screens:
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Low: 0%-25% , which will be from 0 to 80.
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Medium: 26%-75%, which will be from 81 to 240.
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High: 76%-100%, which will be from 241 to 320.

7. Personalize the Experience

Let’s make our quiz a bit prettier by clicking + Add question:

  • Add a Welcome Screen

  • Short text (for respondent name) so you can personalize endings and emails by recalling their name.

8. Email Results

Email notifications are only available on paid plans (Silver/Gold/Enterprise plans).

You can send email to yourself, team members or respondents and even make them conditional based on quiz scores.

  1. Add an Email question to your form.

  2. Go to Settings β†’ Email notifications.

  3. Choose:

    • Self notifications

    • Respondent notifications

    • Conditional notifications (different emails for Low, Medium, High).

  4. Personalize emails with recall fields (type @ to insert name, score, etc.).

  5. Optionally, attach the full form as a PDF.

Click Save when done.

8.1 If you would like to send an email to respondent then you’ll need to add an email address question in the quiz by clicking the + Add question button and selecting Email question type.

8.2 Create a personalized email
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In your form Settings tab in the right panel, go to Email notifications

8.3 You can Choose:

In this example, we will select Custom email notifications as we want to send different email text based on respondent's overall score: Low, Medium and High.

Click on Set conditions and the popup will show up where you can specify the required conditions for respondent who scored Low: Overall score is between 0 to 80.

8.4 Select respondent email in To field and you can now fully edit the email body text and can also recall responses in Notification email message body by typing "@" and choosing score, name etc from the recall information menu.

To format text, highlight the text and you’ll see a new menu - bold, italicize, underline, colour, highlight or add link.
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8.5 Include PDF

Tick "Include PDF" if you want to send completed form as a PDF email attachment.

8.6 Click Save to set this custom email notification.

Repeat this process for respondents who scored Medium and High.

That’s it, you have successfully setup custom email notifications.

As a result, the personalized email received by each respondent will show their name, how many total points (overall score) they scored as well as score for each category.

That’s it! You’ve now built a quiz with personalized charts and custom score-based endings.

Below, you can try the quiz we built in this guide:

Wheel of Life Quiz - https://getformly.app/EaeTBY

Tip! - You can also import above template in your account to check the logic, how to setup category (variables).


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