Quizzes & Scorecards

1. Overview

The Quiz module lets you create interactive quizzes, assessments, scorecards, surveys and information-gathering forms inside GatherCRM.

You can use it to:

Build scored quizzes and assessments.
Create surveys that collect answers without producing a score.
Display personalised results based on total points, scoring categories, or both.
Show tailored feedback for individual answers.
Create full scorecard reports with downloadable PDFs.
Capture visitor contact details before or after the questions.
Automatically create or reuse a GatherCRM contact.
Add identified visitors to a pipeline.
Send personalised result or confirmation emails.
Notify an administrator when a quiz is completed.
Start GatherCRM Automations from completed quizzes.
Review entries, analytics and question-level insights.
Export submissions to CSV.

Quizzes can be shared using a direct link, or embedded into an existing web page.

The Share tab provides the recommended responsive embed code.

2. Creating a quiz

Open Quizzes and select New Quiz.

Enter:

A quiz title.
The quiz type.
Its Active or Draft status.

The available quiz types are:

Results-based quiz — calculates points and produces a result.
Information gathering / survey — records responses without showing a score.

New quizzes also include a quick-start wizard. This can establish the initial quiz structure, contact-capture behaviour, report setting and pipeline before you begin editing.

The main builder tabs are:

Build
Intro
Results & Report
Design
Follow-up
Share

Saved quizzes also provide Live preview and Open in new tab options.

3. Build

Questions

Under Build → Questions, add and arrange the questions.

Available question types are:

Single choice
Multiple choice
Satisfaction rating using three or five faces
Text field
Text area

Choice and satisfaction answers can have:

An answer label
A points value
A category
Personalised feedback

Text fields and text areas collect written responses but do not contribute points or category scores.

Questions can also use conditional logic. A question can always be shown, or shown only when specified answers to an earlier question are—or are not—selected. Hidden questions are excluded from that visitor’s score and maximum possible score.

Questions and answers can be reordered. Questions can also be duplicated.

Templates

Under Build → Templates, you can apply a starter quiz containing prebuilt questions, categories, score bands, intro content and result settings.

Applying a template replaces the current unsaved builder content, so save first if you want to preserve your existing work.

4. How scoring and points work

Answer points

For a single-choice or satisfaction question, the selected answer’s points are added to the total.

For example:

Not ready — 0 points
Partly ready — 2 points
Very ready — 4 points

Selecting Partly ready adds 2 points.

For a multiple-choice question, the points from every selected answer are added together.

Text and text-area questions never add points.

Maximum possible score

For single-choice and satisfaction questions, the maximum is the highest points value available for that question.

For example, answers worth 0, 2 and 4 points give the question a maximum of 4.

For multiple-choice questions, the maximum is the total of all positive answer values because the visitor may select more than one answer.

For example, options worth 1, 2 and 3 points give the question a maximum of 6.

Conditional questions only contribute to the maximum when they are visible to that visitor. Different paths through a conditional quiz can therefore have different maximum scores.

Overall percentage

The displayed percentage is calculated as:

Total points earned ÷ maximum available points × 100

It is rounded to a whole percentage.

Example:

Question 1: visitor earns 2 out of 4.
Question 2: visitor earns 4 out of 4.
Total: 6 out of 8.
Percentage: 75%.

The raw result remains 6 / 8, while {{score_percentage}} produces 75%.

Negative points

Negative points are supported and reduce the visitor’s score. They do not reduce the calculated maximum.

Use negative values cautiously because they can make score ranges and percentages harder to understand. For most quizzes, a consistent non-negative scale such as 0–2, 0–3 or 0–4 is clearer.

5. Scoring modes

Open Results & Report → Results page and choose a scoring mode.

Score bands

The visitor’s total raw points are matched against ranges you define.

Example:

0–3: Getting started
4–6: Making progress
7–8: Leading the way

Minimum and maximum values are inclusive, so a score of 6 matches the 4–6 band.

Each score band can include:

Result title
Description
Recommended next step
Badge
CTA button text
Resource link
Pipeline override
Redirect URL override

Cover the complete possible score range without gaps or overlaps. If bands overlap, the first matching band wins. The builder warns about gaps, overlaps and uncovered scores, and can automatically generate three even bands.

Both

This is the normal scorecard approach:

The total score selects the headline score-band result.
Category scoring supplies the visitor’s strengths, weaknesses and category breakdown.

In Both mode, the score band remains the primary result even though the top category is also recorded.

Information-gathering quizzes

Information quizzes collect answers but ultimately store a score and maximum of zero. They show a completion or success message instead of a scored result.

Answer feedback and category scoring are not shown for this quiz type.

6. Intro

Under Intro, configure the opening experience.

You can control:

Whether the intro screen is shown.
Intro title and subtitle.
Badge.
Estimated completion time.
Start-button text.
Intro bullets.
Text alignment.
Optional intro image.

You can also add landing-page sections above the quiz, including:

Text sections
Two-column sections
FAQs
HTML sections
Contact-form sections

The landing page can optionally capture the visitor’s name and email before the quiz begins.

7. Results & Report

Results page

Configure:

Scorecard or progress-bar layout.
Headline and result text.
Dynamic overall text based on percentage ranges.
Category table heading.
Category display order.
Overall score donut visibility.
Category score visibility.
Per-answer feedback visibility.

The saved category order is also used in the full report and PDF.

The result summary highlights the visitor’s strongest and weakest areas.

Full report

The optional Full report can create a more detailed scorecard containing:

Cover and introduction content
Overall score
Category overview
Category-specific pages
Recommended actions
Closing content
Calls to action

When enabled, the completed results screen offers a server-generated Download PDF report button. Entries also provide View and Download PDF actions for report-enabled submissions.

8. Design

Under Design, control the public appearance, including:

Button colour
Page background
Quiz-box colour
Custom logo and logo width
Text size
Question alignment
Instruction position
Progress bar
Back button
Category-name visibility
Button and text colours
Card-border colour
Results-footer text colour

The Intro tab controls opening content; Design controls how it looks.

9. Follow-up

Email

Under Follow-up → Email, configure the result or completion email.

You can:

Use the system sender or an approved Email Hub identity.
Write the subject and message.
Send an optional result notification to an administrator.
Preview the fully rendered email using a recent submission without sending it.

Useful merge tags include:

{{first_name}}
{{last_name}}
{{quiz_title}}
{{score}}
{{score_percentage}}
{{result}}
{{result_description}}
{{results_page_text}}
{{next_step}}
{{category_summary}}
{{answer_feedback}}
{{answers}}
{{view_results_link}}
{{redirect_url}}
{{report_pdf_url}}
{{download_report_button}}

Participant emails are sent only when contact details have been collected and a valid email address is available. Anonymous submissions cannot receive a participant email.

Leads & CRM

Under Follow-up → Leads & CRM, select:

A global pipeline.
An optional default deal value.

For identified submissions, GatherCRM finds an existing contact by email or creates a new contact.

If a pipeline is selected, a card is created in its first active stage. A pipeline selected on the matching score band overrides the global pipeline.

Contact & redirect

Under Follow-up → Contact & redirect, choose:

Global default redirect URL.
Optional custom quiz hostname.
Contact-capture mode.
Completion-screen wording and button text.

Contact capture modes are:

Always ask for contact details
Only ask when selected answer says yes
Anonymous only — never ask

Conditional capture requires you to choose the opt-in question and the answers that mean the visitor wants to be contacted.

A custom domain also requires the hostname’s DNS, hosting alias and SSL certificate to be configured outside GatherCRM.

10. Sharing and testing

Save the quiz before testing or sharing it.

You can then:

Use Live preview while editing.
Use Open in new tab or Preview Quiz for a full visitor test.
Use Preview results page without completing the entire quiz.
Use Preview report with sample scores.
Copy the direct quiz link.
Copy the responsive embed code from Share.
Add a custom social-sharing image.
Use the WordPress shortcode when appropriate.

Keep a quiz in Draft while building it. Make it Active when it is ready for public use.

11. Entries, analytics and export

Use Entries to review individual submissions, including:

Contact details
Score and result
Answers
Linked contact and pipeline card
Report links where enabled

Use Analytics to review:

Submission totals
Average scores
Result distribution
Contact and completion summaries
Answer counts
Skipped questions
Multiple-choice selections
Written-response samples
Repeated keywords
Recent submissions

Use Export CSV to download submission data. Analytics date-range filters can also be applied to the export.

12. Top tips

Use one consistent points scale wherever possible.
Make score bands cover the entire possible score range.
Avoid overlapping score bands; the first match wins.
Balance the maximum points available in each category when using highest-category-wins.
Remember that conditional question paths can have different maximum scores.
Use Both mode for a headline result plus detailed category insight.
Use dynamic category responses to explain what each percentage means.
Add answer feedback only where it gives the visitor a useful insight.
Use the full report for higher-value assessments and lead magnets.
Test every contact-capture path, including anonymous and conditional submissions.
Preview the result page, PDF report and email before publishing.
Check the selected global and band-level pipelines carefully.
Keep the quiz focused; 5–8 strong questions is often enough.
Review Analytics regularly and improve confusing or frequently skipped questions.
Keep categories and score bands simple enough that staff can explain how the result was reached.