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Map quiz results to contact custom fields

Automatically save quiz results to contact custom fields so you can personalise automations, segment contacts and send follow-ups based on each person's results.

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Written by Matt Phillips

What is Quiz Result → Custom Field Mapping?

Quiz Result → Custom Field Mapping writes a contact's quiz outcomes into contact custom fields in ZipLeads. This includes their overall score and tier, per-category scores and tiers, and highest and lowest category details. Mapping turns one-off quiz answers into lasting CRM data.

You don't need manual tagging or outside tracking tools. Every quiz submission becomes structured CRM data. Use it to create personalised experiences, trigger specific workflows and segment contacts precisely.


Key benefits of Quiz Result → CRM Field Mapping

  • Auto-generated fields: Fields for overall score and tier, category scores and tiers, and highest and lowest category details are created for you.

  • Real-time updates: The latest submission for the same quiz overwrites that contact's fields. No duplicates.

  • Automation-ready: Use the mapped fields in workflows, branching and conditional content.

  • Cleaner segmentation: Build Smart Lists based on scores, tiers or winning categories.

  • Personalised follow-ups: Tailor emails, SMS and pages based on outcome tiers or categories.


Auto-generated quiz result fields

ZipLeads scans the quiz on its first submission. It then builds contact fields that follow a predictable naming pattern. This keeps your data tidy and searchable. Here are some examples:

  • {{quiz_name}} – Overall Score

  • {{quiz_name}} – Overall Score – Tier

  • {{quiz_name}} – {{category_name}} – Score


Default data types

  • Scores are stored as Number fields.

  • Tiers and category names are stored as Text fields.

This means the data works with all standard CRM filters, workflow conditions and personalisation tools.


Real-time field updates on resubmission

Each time a contact retakes the same quiz, ZipLeads overwrites the existing values instead of creating duplicates. Your automations always use the latest scores, with no extra clean-up rules needed.


Using quiz result fields in workflows and automations

Once quiz data is mapped into the CRM, you can use it in several ways.

1. Segment contacts

Filter or group contacts based on their quiz performance.

Examples:

  • Create a Smart List of people with "Overall Score ≥ 80".

  • Group people by "Fitness Tier = Beginner" for targeted messages.

2. Personalise automations

Use quiz results to tailor follow-up workflows.

Examples:

  • Send different nurture emails depending on the highest or lowest category.

  • Trigger actions when a category score crosses a threshold.

3. Power conditional logic

In workflows or campaigns, use mapped fields to create dynamic paths.

Examples:

  • If "{{quiz_name}} - Diet Tier = Advanced", send an advanced guide.

  • If "{{quiz_name}} - Fitness Score < 50", enrol the contact in a beginner plan.


How to set up Quiz Result → CRM Field Mapping

Step 1: Open a quiz

  • Go to Sites → Quizzes.

  • Select an existing quiz, or click the blue + Add Quiz button to create a new one.

Step 2: Open the results page

Scroll to the end of the quiz to the Results Template. Click Edit Template.

Step 3: Turn on custom fields

  • Click the Settings button in the top right corner. Expand the Custom Fields dropdown to see the custom fields that were created automatically.

  • Under Custom Fields, turn on the toggles for the fields you want to sync, such as:

    • Overall Score

    • Overall Score Tier

    • Category-wise Scores and Tiers

    • Highest and Lowest Scoring Categories

  • The system automatically assigns a Custom Field Name and Unique Key to each field you turn on.

  • Click Save once you've turned on the fields.

Step 4: A contact submits the quiz

When someone completes the quiz, their scores and tiers are captured automatically.

Step 5: Data is written to CRM fields

After the quiz is submitted, the selected fields are created and updated in the contact record.

Example field names:

  • {{quiz_name}} - Overall Score

  • {{quiz_name}} - {{category_name}} - Tier

  • {{quiz_name}} - Highest Category - Score

If a contact retakes the same quiz, their existing data is overwritten, not duplicated. This keeps contact records clean and accurate.


Frequently Asked Questions

Q: Can I rename or delete the auto-generated fields?

You can rename them or move them into groups. But deleting a field removes the historical quiz data from all contacts.

Q: Does this work with existing quizzes?

Yes, as long as the custom fields are turned on in the quiz settings. Once a contact submits any quiz (new or old), ZipLeads creates the fields on the fly.

Q: Are these contact or opportunity fields?

They are contact custom fields. You can use them in forms, Smart Lists and contact workflows.

Q: Can I export quiz fields to CSV?

Yes. Exporting contacts includes every custom field, including quiz scores and tiers.

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