Profile questions can be added to quizzes to collect data that enrich customer profiles within Okendo and third party platforms. Collect demographic and behavioral information alongside existing quiz questions to power more targeted marketing campaigns.
In this article, you will learn about:
Linking an existing profile question
You can easily add any existing Profile Question to your quiz to collect customer attributes.
Navigate to your quiz in the Quizzes section of Okendo.
Click the
+icon to add a new question.From the question type menu, select Link Profile Question.
A modal will appear where you can select an existing Profile Question from a dropdown menu, such as Age or Location. You will see the question's property name and answer options for context.
If the profile attribute you need to collect is new, you must first create the profile question on the Profiles page. You can access this page directly from the quiz builder. More information about creating profile questions can be found here.Note: The "don't ask again" setting for profile questions is not applicable to quizzes.
Customizing the question text in your quiz
You can change the wording of a Profile Question to better suit the tone or context of your specific quiz without altering the profile property that stores the data. As Profile Questions can be used in multiple parts of the Okendo platform such as Reviews & Surveys it may make sense to adjust the text specifically for the quiz.
After linking the question, enable the Use Custom Question Text toggle.
In the text field, enter your desired custom question.
Example 1: For a "Birthday" Profile Question, you can use the text "When should we celebrate your birthday?"
Example 2: For an "Hair Color" Profile Question, you might use the custom text "Let us know your hair color!"
Click Apply or Add to save your changes.
The custom text you set here will be displayed in the quiz, but the original Profile Property Name (e.g., "Age") will be used for syncing and storage in customer profiles. The original question title will also be retained if used on other on-site surfaces as surveys and reviews attributes.
Leveraging profile data in marketing
When a customer answers a Profile Question in your quiz, the response is automatically saved to their customer profile in Okendo. This data is then sent to your Email Service Providers (ESPs) like Klaviyo and Attentive.
Personalize Email Content: Use the profile data (like hair color or date of birth) in your email templates for dynamic content.
Segment Audiences: Create audience segments based on quiz answers.
Show/Hide Email Blocks: Personalize a single email campaign for different customer segments by using profile data to show or hide specific content blocks in your ESP.
Using profile questions in quiz logic
Profile Question answers can be used as conditions to control the flow of your quiz and trigger specific recommendations.
Branching Logic
You can change the customer's quiz path based on their answer to a Profile Question.
Open a profile question within quiz > click the 3 dot menu at the top > click Add Branching.
Set rules using the Profile Question's answer options. Example: If the answer to your age range question includes any of the options "18-24" or "25-34", you can skip to question 3.
Conditional & Points Logic for Recommendations
Similar to regular questions, profile questions can also be used to determine product recommendations depending on the quiz mode being used. For detailed instructions refer to the articles here for setting up quiz recommendations.
Note: Only Single Value and Multi Value profile question types are supported for branching and recommendation logic.
Protecting your quiz logic
To ensure your quiz flows are never broken, we restrict the editing or deletion of Profile Questions that are actively in use.
Editing Protection: If a Profile Question is used in quiz branching or recommendation logic, you cannot edit it. A warning will list the affected quizzes and logic that must be removed before you can proceed with editing the question.
Deletion Protection: You cannot delete a Profile Question that is referenced in any published quiz, survey or collection. A similar warning will list all active references that must be removed before deletion.
