Lead Generation Quizzes: Templates, Examples & How-To
Build a quiz that captures qualified leads—see templates, steps & a live demo
In this article
Lead generation quizzes turn passive visitors into engaged prospects by helping them discover the right product, plan, or next step—then collecting contact details at the perfect moment. On this page you’ll find a quick interactive demo, ready-to-use templates, a step-by-step build guide, and best practices for gating, segmentation, integrations, and compliance.
Why quizzes convert
- Value first: quizzes give personalized answers (recommendations, scores, or types) that feel worth an email.
- Segmentation baked in: every answer maps to a segment you can sync to your CRM/ESP for targeted follow-ups.
- Low friction: short, visual questions reduce effort compared to long forms.
- Moment-of-truth gating: ask for email before results to maximize opt-in while intent is highest—keep fields minimal.
- Measurable: you can track starts, completion rate, opt-in rate, and downstream conversion to demo/trial or purchase.
Try a live demo
Experience a simple lead gen quiz. Enter your email to see personalized results, then imagine this tailored to your brand and products.
How to make a lead generation quiz
- Pick the goal & quiz type. Product finder (recommendation), personality/type, scored/assessment, or qualification.
- Outline results first. Define 3–6 outcomes (or a scoring rubric). Outcomes drive your questions and CTA mapping.
- Write 7–12 concise questions. Mix fun + qualifying (budget, use case, experience). Keep reading flow; use images for clarity.
- Gating strategy. Place the opt-in form before results; ask for email and one optional field (e.g., name or use case). Add GDPR/CCPA consent where required.
- Build in QuizMaker. Title → choose type → add questions → assign outcomes → configure Lead Capture → brand styling.
- Connect tools. Sync to HubSpot/Mailchimp/Klaviyo/Salesforce via native integrations or Zapier/webhooks.
- Publish & place. Use a dedicated landing page, embed in content, or trigger as a popup (exit-intent or time-delay).
- Measure & iterate. Track starts, completion, opt-in, CTR from results to CTA, and downstream trial/purchase. Improve weakest step first.
Need a refresher on building blocks? See How to make a quiz and How to make personality quizzes.
Lead generation quiz templates & examples
Copy any quiz below into your account and enable lead capture to start collecting qualified contacts.
Pro tips to improve conversion
- Design outcomes first. Clear outcomes make writing tight, purposeful questions much easier.
- Use images where helpful. Visual answer choices improve clarity and keep momentum.
- Gate before results. Ask for an email when curiosity peaks; limit fields to reduce friction.
- Keep it short and conversational. Aim for 7–12 questions; 1–3 minutes to finish.
- Segment with intent. Map answers to segments (e.g., budget, use case, experience) and sync to your CRM for tailored nurture.
- Offer a next step inside results. “Start free,” “Book a fitting,” “See my recommended bundle,” or “Talk to an expert.”
- Test one change at a time. Gate timing, number of questions, image vs. text options, or CTA copy.
What questions should I ask?
Borrow from your sales discovery: the questions you already ask prospects are great quiz questions. If you’re assigning a type or recommendation, mix light personal preference with qualifying items, for example:
- “What’s your primary goal today?” (maps to outcome)
- “Which describes your current setup?” (experience level)
- “How soon are you looking to decide?” (timeline)
- “What’s most important to you?” (price vs. quality vs. speed)
Integrations & workflows
Send leads and segments to your tools in real time:
- CRMs: HubSpot, Salesforce, Pipedrive
- Email & SMS: Mailchimp, Klaviyo, ActiveCampaign
- Automation: Zapier, Make, webhooks
- Analytics & Ads: GA4, Meta Pixel, UTM tagging
Use tags/fields for each answer or result to power personalized nurture and on-site recommendations.
Compliance & consent
- Collect only what you need (email + one optional field).
- Include consent text and a link to your Privacy Policy for GDPR/CCPA where required.
- Honor double opt-in if mandated by your market or provider.
- Allow users to opt out or delete data on request.
Measuring ROI
Track these to understand impact:
- Starts → Completion → Opt-in → CTA clicks → Trials/Purchases.
- Break down by source (SEO, paid, email) and by segment (outcome/type).
- Use UTM parameters on the CTA buttons in your results to attribute downstream actions.
Frequently asked questions
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How long should my modules be?
Short and focused works best online—think 5–10 minute videos or 10–15 minute reading/tasks, grouped into weekly themes. This keeps cognitive load manageable (multimedia principles) and aligns with microlearning evidence.
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Should I use quizzes in every module?
Use a small self-check every module. Retrieval practice improves long-term retention more than rereading. Add 3–5 questions to confirm key ideas before moving on.
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What’s the best timing for releasing answers/solutions?
For practice activities, release brief explanations immediately. For graded work or shared item banks, delay detailed solutions until all attempts close, then include a clear “what to do next.”
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How can I keep learners engaged without live classes?
Use presence: a short weekly instructor note or 60–90s video, a discussion or reflection prompt, and an “apply it” task. This supports teaching, social, and cognitive presence (Community of Inquiry).
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What accessibility basics should I check?
Provide captions/transcripts, meaningful link text, keyboard access, alt text for images, and adequate color contrast. These align with WCAG 2.2 essentials and UDL 3.0.
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Where can I start quickly?
Create one short module with a video, a downloadable resource, and a 3–5 question check. Then invite a small pilot group via your Portal link. You can make a quiz now and plug it into your first module.