Collecting Customer Information

Your quiz is one of the most effective lead generation tools on your store. Customers who reach the User Information Form step are already engaged — they have answered your questions and are ready to see their results. This guide explains how to configure the form to collect the right information, control which fields customers must fill in, and understand where that data goes once it is captured.

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Setting Up the User Information Form

The User Information Form is a step in your quiz editor, alongside your question steps. To configure it:

1. Open Quizify from your Shopify admin and click Edit Quiz on the quiz you want to update.
2. In the quiz editor, click on the User Info Form step.
3. Toggle the form on if it is not already enabled. The form is disabled by default on new quizzes.
4. Enable the fields you want to collect (see the section below for guidance on which fields to use).
5. Set each field as required or optional using the toggle next to it.
6. Save your changes.

Once enabled, the form appears between your last quiz question and the result page — or at the very start of the quiz, before the first question. You choose its position from within the User Info Form step.

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Which Fields You Can Collect

The User Information Form supports four fields:

• First Name — the customer’s given name
• Last Name — the customer’s family name
• Email Address — the primary field used for email marketing and integration syncing
• Phone Number — useful if you run SMS marketing campaigns

You can enable any combination of these fields. You do not need to use all four — keeping the form short typically results in more completions.

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Making Fields Required or Optional

Each field you enable has its own required toggle inside the User Info Form step. You can set fields independently — for example, make Email required while keeping First Name and Phone optional.

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What “Required” Means

When a field is set to required, the customer must fill it in before they can proceed to the result page. If they click continue while leaving a required field blank, Quizify shows an inline error message next to that field. The customer cannot advance until the required field is completed.

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What “Optional” Means

When a field is set to optional, the customer can leave it blank and still proceed to their results. Optional fields appear on the form but are not enforced — there is no error if the field is left empty. Making fields optional reduces friction, which typically means more customers complete the form step.

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Recommended Settings

• Email Address — set as required. Without it, you cannot follow up with the customer or sync them to your email platform. This is the one field worth requiring.
• First Name — set as optional. Most customers are happy to share it, but making it required adds unnecessary friction.
• Last Name — set as optional. Rarely essential for email marketing. Only require it if your CRM specifically needs a full name.
• Phone Number — set as optional. This is the field most likely to cause form abandonment. Many customers are reluctant to share their phone number — making it required is strongly discouraged unless you have an active SMS programme.

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How Required Fields Affect Completion Rates

Each required field is a small barrier between the customer and their results. The more barriers you add, the more drop-off you will see at the form step. A customer who abandons the quiz at the form step is not added to your list at all — which is a worse outcome than a customer who submits with only an email address. A single required field (Email) and one or two optional fields tends to produce the best balance of completion rate and data quality for most Quizify stores.

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Where Collected Data Appears

Every customer who submits the form creates a new entry in your Submissions section. To view your submissions:

1. Open Quizify from your Shopify admin.
2. Go to the Submissions or Responses section of the dashboard.

Each submission includes:

• The customer’s name, email, and phone number (for whichever fields they completed)
• The customer’s answers to each quiz question
• A timestamp showing when the submission was made
• Any answer tags associated with their selected answers

You can search and filter submissions to find specific customers, and export all submissions as a CSV file.

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How Data Syncs to Email Marketing Platforms

Once you connect an integration — such as Mailchimp, Klaviyo, or another supported platform — Quizify automatically syncs new submissions to your connected account:

• Trigger: A customer completes the quiz and submits the User Information Form with their email address.
• Action: Quizify sends the submission data to your connected email platform.
• Result: A new contact is created (or an existing contact is updated) in your email platform’s list or audience.

The sync happens on submission — there is no delay and no manual action required. As long as your integration is connected and active, every new quiz lead flows into your email platform automatically.

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Tips for Maximising Form Completion

Keep the form short. Two to three fields is the sweet spot. Adding all four fields — especially Phone Number — can increase form abandonment. Explain the value. Consider customising the form title or description to make it clear what the customer gets in return. For example: “Enter your email to see your personalised product picks” is more persuasive than a generic prompt. Only require fields you will actually use. Customers are more willing to share their email than their phone number. Only make a field required when it is genuinely necessary for your setup. Avoid asking for phone number unless you use SMS marketing. If you do not have an active SMS programme, there is little reason to collect it.