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How to Convert Leads to Customers

A product recommendation quiz is more than just an engagement tool. Done right, it becomes the foundation of your customer acquisition and retention strategy. By capturing contact details and delivering personalized results, you can build trust, drive conversions, and turn first-time quiz takers into long-term buyers.

Why Lead Conversion Matters

Every completed quiz gives you two things:

  • Zero-party data — insights customers willingly share (skin type, age, goals, preferences).
  • Buying intent — customers are already engaged and closer to purchase than cold leads.

Instead of letting this data sit idle, you should use it to personalize follow-ups. Sending the right product recommendations to the right person at the right time can dramatically increase sales.

Send Result Emails Directly from the App

The simplest way to convert quiz takers is to send results instantly. With the 💎Built for Shopify RevenueHunt app, you can email quiz results without needing a third-party tool.

Why this works:

  • Customers expect instant results after investing time in a quiz.
  • Seeing personalized recommendations in their inbox builds credibility and encourages immediate action.
  • You don’t need to set up external tools if you want a quick, lightweight funnel.

How to do it:

  1. Add an Email Address question block to your quiz.
  2. Go to Quiz Settings → Emails → Respondents.
  3. Enable Send Results Email and customize the email template.
  4. Personalize it with dynamic content such as product images, titles, and prices.

👉 Learn how to send result emails

Connect Your Quiz to a CRM or Marketing Platform

For advanced flows, connect your quiz to your CRM or ESP (Email Service Provider). The app integrates with tools like Klaviyo, Omnisend, Mailchimp, HubSpot, and Zapier.

Why this matters:

  • You can build multi-step post-quiz email flows.
  • Quiz answers and recommended products are synced as custom properties in your CRM.
  • You can segment your audience (e.g., “dry skin + prefers vegan products”) and target them with tailored campaigns.

Best Practices for Follow-Up Email Flows

Sending results is just the first step. To maximize conversions, follow up with a structured email flow that builds trust and encourages repeat purchases.

Recommended flow for quiz-takers:

  • Results Email (Immediately): Send the quiz results with recommended products and a clear “Shop Now” CTA.

  • Education Email (1–2 days later): Provide usage tips, routines, or benefits of the recommended products.

  • Social Proof Email (3–5 days later): Share testimonials, before/after photos, or customer stories.

  • Incentive Email (5–7 days later): Offer a discount, free gift, or bundle deal to drive the purchase.

  • Retention Email (2–3 weeks later): Recommend refills, complementary products, or subscription options.

This sequence works especially well in the beauty and supplements industries, where customer trust and education play a big role in buying decisions.

Example flow in Klaviyo:

  1. Immediately – Send results with product images and “Shop Now” CTA.
  2. 1–2 days later – Send an educational email with tips for their skin/hair type.
  3. 3–5 days later – Share testimonials or success stories.
  4. 5–7 days later – Offer a discount code or bundle deal.
  5. 2–3 weeks later – Retarget with refills or complementary products.

👉 Send leads to Klaviyo 👉 See all integrations

Other Tips for Converting Leads

  • Make the email optional: Some customers prefer immediate results without sharing details. This keeps the experience frictionless while still capturing quality leads from engaged users.
  • Offer incentives: Reward customers for completing the quiz with a discount or free gift. This boosts both lead capture and conversions.
  • Use personalization: Address the customer by name and recall their quiz answers in follow-ups. This makes your messages feel like expert advice, not generic marketing.
  • Track performance: Monitor open rates, click-through rates, and conversions in your ESP to refine your post-quiz funnel.

✅ By combining instant result emails with a CRM-powered follow-up flow, you’ll transform your quiz into a conversion engine that nurtures leads into loyal customers.