Personality or category quizzes help respondents discover more about their preferences, traits, and characteristics. For a quiz like this, we create a series of questions, and then based on the answers chosen, people will see a different ending that suits their answers, example - "people who answer mostly A's are X kind of people"
Here are some ideas for how to use these types of quizzes as a marketing tool:
Use them as a lead magnet by offering quiz results in exchange for email addresses.
Provide personalized product or service recommendations based on quiz outcomes.
Gather insights into customer preferences and motivations.
Follow up with tailored offers and content based on quiz results.
How to create a personality quiz
Personality quizzes work by assigning points to each answer option across multiple questions.
For example, with four personality types (A, B, C, D), you'd create questions with four answers: A, B, C, D and where each answer option gives a point towards one of those types. Respondents accumulate points tied to one of the four potential personality outcomes as they pick their answers. Whichever outcome category has the highest points determines their final result.
So you’ll want to set up your form so that:
If the respondent answers mostly “A”, they go to Ending screen A
If the respondent answers mostly “B”, they go to Ending screen B
If the respondent answers mostly “C”, they go to Ending screen C
If the respondent answers mostly “D”, they go to Ending screen D
We’ll create variables, then use Logic to change variable totals and show different Endings (Thank you screens) based on those totals.
1. Set Up Your Form
First, set up a form with different personality questions.
For this example, we’ll create a 9-question personality quiz that will determine respondent's personality type.
There are 4 possible personality results: Social Butterfly, Thinker, Adventurer, and Peaceful Soul.
At the end, the result will reflect the personality type most often chosen by the respondent.
2. Add Variables for Each Personality Type
2.1 Open the Logic tab, click Variables.
2.2 Click + Add custom variable to add new variables to the form.
2.3 Add a new variable for each personality type (e.g. Social_Butterfly, Thinker, Adventurer, and Peaceful_Soul,).
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 e.g. Social Butterfly (without underscore)
Click Save once you’re finished.
3. Set Up Scoring
Now let’s set up the score calculations.
Scoring:
For each answer: +1 point.
Maximum overall score: 9 points.
Respondents accumulate points tied to one of the four potential personality outcomes as they pick their answers.
To do this, go to the Logic → Score Quiz → Assign variable at: Answer level.
For the first question: "How do you prefer to spend your weekend?"
Assign points based on the selected answer:
A – Hanging out with friends at a social event → Add 1 to Social_Butterfly
B – Reading a book or watching documentaries → Add 1 to Thinker
C – Going on an adventure or exploring new places → Add 1 to Adventurer
D – Staying at home and relaxing → Add 1 to Peaceful_Soul
Repeat this process for each of the questions. Remember to use the right variable for each question set: logical rules for questions about Social Butterfly should refer to the Social_Butterfly variable, and so on.
Note - When customizing questions, you can reorder the A, B, C, D answer options, but ensure each letter consistently contributes points to the same personality outcome across all questions.
For example, if “A” = Category A: The Social Butterfly in one question, “A” should still score Category A: The Social Butterfly points if reordered. Doing so will ensure accurate scoring.
Click Save when you’re finished.
4. Assign Colors to Each Personality Type
Note! - This step is optional and only needed if you plan to display charts on the results/thankyou screen.
Go to Logic → Score Tiers → Variables, and assign a color to each personality type (Variable).
Click Save when you’re finished.
5. Create Custom Ending Screens
Let’s set up some custom Ending screens to show the Respondent's their personality type at the end. With this in mind, we’re going to create four Ending screens:
Mostly A’s: The Social Butterfly
Mostly B’s: The Thinker
Mostly C’s: The Adventurer
Mostly D’s: The Peaceful Soul
To create an Ending screen, click + next to Endings on the bottom left side panel and enter the text.
Here’s how an Ending might look for respondents who selected Mostly A’s: The Social Butterfly
Add text and insert charts using the @ key (Recall information) and choose the item you want from the list:
@score→ Bar chart
Use appropriate Chart Settings to show legends, background color, score format etc. That way, respondents can see how they did for each category.
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 — 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 9 etc)
Now, add another Ending screen for respondents who selected Mostly B’s: The Thinker
Repeat the above process to add all other Ending screens.
6. Add Display Logic for Endings
Go to the Display Logic tab and set visibility logic to show respective Ending screen based on the score achieved for each category.
In this example, we show the respondent:
Mostly A’s: The Social Butterfly
If Social_Butterfly "Is the greatest"
Mostly B’s: The Thinker
If Thinker "Is the greatest"
Mostly C’s: The Adventurer
If Adventurer "Is the greatest"
Mostly D’s: The Peaceful Soul
If Peaceful_Soul "Is the greatest"
Note 1:
For the operators ‘Is the greatest’ and ‘Is the lowest’, the comparison is made between custom variables only—not with default variables like @score or @price.
Note 2:
'Is the greatest' includes both ‘greater than’ and ‘equal to’.
‘Is the lowest’ includes both ‘less than’ and ‘equal to’.
If there is a tie, the user will be routed to the ending screen, which is the first screen in the order.
For example:
If you have set logic for 4 endings in this order - A, B, C, D.
If A and C are tied in the outcome scoring, form will default the routing to ending A.
If B and C are tied then form will default the routing to ending B.
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.
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
In your form Settings tab in the right panel, go to Email notifications
8.3 You can select Self email notifications, Respondent email notifications or Conditional email notifications. Learn more about email notifications.
In this example, we will select Conditional email notifications as we want to send different email text based on the personality type.
Click on Set conditions and the popup will show up where you can specify the required conditions.
Click on
3 dotstoadd condition. As you can see, Formly’s logic feature is built into custom email notification, so you can useadd conditionto set up new logical rules, just like you would when adding logic to your form.
In this example, we send different email text based on the personality type:
Mostly A’s: The Social Butterfly
If Social_Butterfly "Is the greatest"
Mostly B’s: The Thinker
If Thinker "Is the greatest"
Mostly C’s: The Adventurer
If Adventurer "Is the greatest"
Mostly D’s: The Peaceful Soul
If Peaceful_Soul "Is the greatest"
Mostly A’s: The Social Butterfly - condition will be as below.
Similarly, you can set condition for other personality type in the separate email.
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.
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.
That’s it, you have successfully setup custom email notifications.
As a result, the personalized email received by each respondent will show their name, as well as which personality type matches their traits the most.
Below, you can try out the quiz we built in this guide:
Personality Quiz - https://getformly.app/AQO61o
Tip! - You can also import above template in your account to check the logic, how to setup category (variables).