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The Discovery quiz is a pop-up that asks 1 to 3 questions before asking for the email. Each answer is saved to a contact field and becomes a segment filter right away. At the end, the visitor sees a result that leads to the page you choose.

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Before you start

  • Pixel installed and brand domain verified.
  • The company name with CNPJ and the privacy policy address — without them the pop-up won’t publish.
  • If you’ll give a coupon, the code created in your store. Cliqo shows the code but doesn’t create it in the store.
To open it: in the side menu, Pop-ups. In the gallery, under Know the customer, choose Discovery quiz › Use this template. The editor has four steps — Choose · Customise · Behaviour · Review & activate — and opens on Customise, with the preview beside it. In the preview, the Question 1, Email and Result buttons show each screen.

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Customise

Pop-up name — only you see it; it’s the name in the list and in reports. Under Opening, the Title is required (up to 60 characters) and the Supporting line is optional (up to 140). Both show on the first question’s screen.

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The questions

Each card is a question, with 2 to 4 options. The pop-up has 1 to 3 questions: + Question adds one and × deletes it.
  • Saves to field — the contact field where the answer is kept. Only list fields show up (Audience › Fields). + Create list field… creates one right there.
  • Options — the text the visitor reads. Next to it, in grey, is the value saved to the field: the text without emoji, accents or punctuation (”🍷 Reds” saves reds). That’s the value you use in the segment.
  • Sets the result — tick the question whose answer picks the result.
When you publish, the question’s options are added to the field’s options. The field never loses an option: what it already had stays.
The new answer wins. A contact who retakes the quiz and changes the answer moves to the new answer’s segment. Only the question fields work this way: name, email, consent and the regular extra fields still only fill what was empty.
The pop-up won’t move on if a question has no text, no field or fewer than 2 options; if two questions save to the same field; or if two options in the same question save the same value. N things missing — see takes you to each one.

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The result

  • The result’s Title, Line and Button.
  • Destination per answer — each option of the question that sets the result gets its own link (a product, a collection, a promotion). An option without a link goes to the destination in the Behaviour step. Off, all of them go there.
  • Coupon in the result — optional. On, enter the Code and how long it’s Valid for (30 minutes to 72 hours). Without a coupon, the pop-up doesn’t promise a coupon anywhere.

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Brand, company and what you ask

  • Your brand and Company details — the same as the wheel’s.
  • What you ask — the email is always required; the phone is optional. Up to 3 extra questions, besides the quiz’s.

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Behaviour

The same step as the other pop-ups: Moment, the list for whoever fills it in, How often and Where it shows. For the quiz, the default is once a week. If another pop-up (welcome or wheel) has already shown during the visit, the quiz doesn’t show in the same visit.

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Publish and follow up

In Review & activate, Publish to the store. The pop-up’s report is in Reports › By campaign, Pop-up tab. To use the answers, create a segment with the condition contact field → equals and the saved value (for example, categoria_preferida equals reds).