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. 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. Next, add a variable for each set of questions. Open the Logic tab, click Variables.
Click + Add custom variable to add new variables to the form.
Add a new variable for each set of questions in your form. Here, we’ve added four variables: Social_Butterfly, Thinker, Adventurer, and Peaceful_Soul, keeping the starting value of each variable at 0.
Click Save once you’re finished.
3. 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 tab and select Calculator.
For the first question, How do you prefer to spend your weekend?
Select the answer:
A - Hanging out with friends at a social event from the drop-down list and add 1 to the Social_Butterfly.
B - Reading a book or watching documentaries from the drop-down list and add 1 to the Thinker.
C - Going on an adventure or exploring new places from the drop-down list and add 1 to the Adventurer.
D - Staying at home and relaxing from the drop-down list and add 1 to the 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.
4. 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
This Ending uses Recall information to say personal goodbye by showing their name.
Optional - You can also recall value of each variable at the end of the quiz. That way, respondents can see how they did for each category. To show variable values, just hit the @ key while typing in any form question, and choose the item you want from the list:
Now, add another Ending screen for respondents who selected Mostly B’s: The Thinker
Repeat the above process to add all other Ending screens.
5. 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 >= Thinker and Adventurer and Peaceful_Soul
Mostly B’s: The Thinker
If Thinker >= Social_Butterfly and Adventurer and Peaceful_Soul
Mostly C’s: The Adventurer (if Category_C >= Category_A, B and D)
If Adventurer >= Social_Butterfly and Thinker and Peaceful_Soul
Mostly D’s: The Peaceful Soul
If Peaceful_Soul >= Social_Butterfly and Thinker and Adventurer
Note - If there is a tie, the user will be routed to the ending screen, which is the first condition 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.
6. Let’s make our quiz a bit prettier. Add a Welcome Screen, Short text (for respondent name) by clicking + Add question.
7. Email results to respondents and yourself (optional)
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.
7.a 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.
7.b Create a personalized email
In your form Settings
tab in the right panel, go to Email notifications
7.c 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 dots
toadd condition
. As you can see, Formly’s logic feature is built into custom email notification, so you can useadd condition
to 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 >= Thinker and Adventurer and Peaceful_Soul
Mostly B’s: The Thinker
If Thinker >= Social_Butterfly and Adventurer and Peaceful_Soul
Mostly C’s: The Adventurer (if Category_C >= Category_A, B and D)
If Adventurer >= Social_Butterfly and Thinker and Peaceful_Soul
Mostly D’s: The Peaceful Soul
If Peaceful_Soul >= Social_Butterfly and Thinker and Adventurer
Mostly A’s: The Social Butterfly - condition will be as below.
Similarly, you can set condition for other personality type in the separate email.
7.d Select respodent 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.
7.e Include PDF
Tick "Include PDF" if you want to send completed form as a PDF email attachment.
7.f 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/7Aydkn
Tip! - You can also import above template in your account to check the logic, how to setup category (variables).