Quiz funnels are one of the best ways to increase conversions and deliver an awesome user experience on your website. In this tutorial I'm going to show you a real quiz funnel I'm building for one of my actual business ventures.

I'm pulling back the curtain and showcasing this real-world example to (1) Show what's possible, (2) Give you ideas for how to utilize a similar tech stack in your business, and (3) Act as a mini-tutorial to show you how to replicate this stack. We won't be going into step-by-step depth here, but you're going to get a detailed overview for how to make this happen. 

If you're interested in a more in-depth explanation, let me know!

Let's dive into the tools we're using in this tech stack and how they fit into the process.

ConvertBox is the tool we're using to capture data and segment using in our quiz funnel. There are many features in ConvertBox's that allow us to create powerful tools for lead gen:

In this particular quiz funnel, I'm keeping it extremely simple by asking mostly yes/no questions, getting their name and email, and giving one or two open response questions. Since ConvertBox stores data and passes it to each step, the quiz funnel only asks people one question at a time and then submits all of that data at the end.

ConvertBox passes the data is gathers through API and webhooks. I'm using the direct API integration with ConvertKit to pass data to our email automations and store data in custom fields. For Google Sheets I'm using webhooks sending data to Pabbly Connect (more below).

(Special Workshop coming soon and available FREE as a bonus to all who buy ConvertBox through my affiliate link.)

When a lead comes in through our quiz funnel, we're nurturing those leads with automated email sequences through ConvertKit. ConvertBox and WooCommerce both integrate seamlessly with ConvertKit.

Based on their selections during the quiz, we know which email sequence to put them into (we currently have three).

These email sequences check to see if the user has purchased or not. If they haven't purchased, we use these automations to keep the lead warm and educate them about our product and why this custom formulation is a great fit for them.

If they have purchased already, they're removed from the automation that's trying to lure them back in and placed in a post-purchase nurture sequence that keeps them informed about how our product is designed to always be adjusted for their custom needs.

Email automation is the backbone of a quiz funnel. 

CartFlows allows us to create a "funnel" within WooCommerce, giving us a checkout page for a specific product that is tied to a thank-you page. We created unique flows for each product (different pricing option) based on our needs from the quiz funnel.

In CartFlows you can also heavily customize the checkout. I have the Pro version, so I can use custom fields and two-step checkout. I opted to use the two-step because it fit nicely nestled up top to the right of the quiz funnel results. 

CartFlows also integrates seamlessly with the Cart Abandonment Recovery plugin (also developed by CartFlows company) which means that if the person starts the form and enters their info but doesn't proceed to the next step, their data is passed into a drip sequence that will email them and attempt to bring them back to the form to finish their checkout. It's seamless!

Part of CartFlows and this part of the tech stack is also WooCommerce, which is what powers CartFlows. WooCommerce is a super robust ecommerce platform with all sorts of extendability -- hence CartFlows. I was also able to use its built-in Webhook capabilities to send data to external tools talked about below.

Thrive Architect is the page builder I used to create each of the landing page variations. Aside from the hundreds of reasons I love Thrive Architect as the best page builder for WordPress, one of the cool features is how seamlessly it allows for using custom variables to insert with dynamic text. On each landing page, we're able to dynamically reference the name of the customer (or rather, their Dog) and insert that into the page for customization.

I recently released a complete Thrive Architect Ultimate Essentials Course that will teach you everything you need to know about all of the Thrive Architect elements so that you can create sales pages just like the one from this tutorial.

Thrive also works really well with CartFlows, so there wasn't an issue with dropping the shortcode right onto the page where I wanted it, and using Thrive as the tool to edit a blank flow page.

Google Sheets is not something that I would normally consider a component of my tech stack. However, for this particular business we're using Google Sheets extensively to store data, built labels for printing and shipping that dynamically pull in ingredients, calculate our costs, and even form the basis for an email that goes out to our team members when orders come in through WooCommerce.

Since I'm normally not a Google Sheets person, I had to come up with a way to connect ConvertBox, WooCommerce, Google Sheets, AND email notifications together. That's when I turned to Pabbly Connect.

Pabbly is a Zapier alternative that allows you to connect different applications, without native integrations, together. In this case, when a quiz funnel lead came in through ConvertBox I needed that data to populate a row in a Google Sheet so that our label maker could use the custom label template.

I also needed that same data to be updated when a lead became a customer so that our nutrition team could be notified of orders -- pairing lead data and order data seemed super complex to me at first!

With Pabbly, we're able to merge all of this together by integrating it all via Google Sheets.

  • ConvertBox to Google Sheets creates a row with data
  • WooCommerce to Google Sheets updates a row based on a column lookup (order email)
  • SendGrid then emails our team when an order notification comes in from WooCommerce via webhook

Once everything was connected, our map of integrations looks something like this:

This automated quiz funnel generates leads, automatically emails them drip sequences, pairs lead data with purchase data, stores that data for use and recall, and even emails specific people on our team when manual input is needed. All automated. How cool is that?

Want More ConvertBox and Quiz Funnel Content?

Interested in learning more about using ConvertBox and building quiz funnels using a tech stack like this? Let me know! I'm gauging interest in whether or not I should put together a workshop for ConvertBox powered quiz funnels that will be available for free to those who purchase ConvertBox through my affiliate link. I'll also gauge interest in making more free tutorials just like this one. Let me know!

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