How can you create a lead qualifying survey or quiz?

1 Choose your goal and format

Before you create your survey or quiz, you need to decide what you want to achieve and how you want to present it. Do you want to educate, entertain, or challenge your audience? Do you want to use multiple choice, rating, or open-ended questions? Do you want to display the results instantly, send them by email, or redirect to a landing page? Depending on your goal and format, you will need different tools and strategies to create and distribute your survey or quiz.

2 Craft your questions and answers

The next step is to craft your questions and answers. You want to ask questions that are relevant, clear, and concise. You also want to avoid leading, biased, or sensitive questions that might offend or discourage your prospects. Your questions should help you segment your leads based on their needs, preferences, and pain points. Your answers should provide value, feedback, or insight that motivates your prospects to take the next step. You can also use logic, branching, or scoring to personalize your survey or quiz based on the responses.

3 Add your branding and design

Your survey or quiz should reflect your brand identity and style. You can add your logo, colors, fonts, and images to make it look professional and consistent. You can also use design elements such as icons, animations, or progress bars to make it more engaging and interactive. You want to create a positive and memorable user experience that builds trust and loyalty with your prospects.

4 Include a lead capture form

One of the main purposes of your survey or quiz is to capture your leads' contact information. You can do this by adding a lead capture form at the beginning or the end of your survey or quiz. You should ask for the minimum information required to follow up with your leads, such as their name and email address. You can also ask for optional information that can help you qualify or nurture your leads, such as their phone number, company, or role. You should also include a clear and compelling call to action that tells your leads what to expect and why they should submit their information.

5 Test and optimize your survey or quiz

Before you launch your survey or quiz, you should test it for functionality, usability, and performance. You can use tools such as Google Forms, SurveyMonkey, or Typeform to create and test your survey or quiz. You should check for errors, bugs, or glitches that might affect the user experience or the data collection. You should also ask for feedback from your colleagues, friends, or existing customers to improve your survey or quiz. You can use metrics such as completion rate, response rate, conversion rate, or bounce rate to measure and optimize your survey or quiz.

6 Promote your survey or quiz

The final step is to promote your survey or quiz to your target audience. You can use various channels and platforms to distribute your survey or quiz, such as your website, blog, social media, email, or ads. You should use catchy headlines, images, and copy to attract and entice your prospects to take your survey or quiz. You should also use incentives, such as discounts, coupons, or freebies, to reward and thank your prospects for their participation. You should also track and analyze the results of your promotion and adjust your strategy accordingly.