How to create a free quiz that follows your fintech video
Learn how to create a free quiz with scoring that follows a fintech explainer video, segments viewers by product fit, and avoids financial advice.

To create a free quiz that follows a fintech video, build a five-question scored form, give each answer points, and send viewers to a result page based on their total. Keep the results about content and product fit, never a recommendation to buy or trade. Qwenvo handles scoring, hidden fields, and webhooks at no cost.
Where the quiz sits after the video
A 90-second explainer ends in one of two ways. Either it asks for a demo, which most viewers are not ready for, or it fades out and the viewer leaves. A short quiz is a smaller ask. It takes about a minute, and it tells you which follow-up the viewer should get.
In the Fintech Explainer Video system, the quiz is the step after the final call to action. The video carries the explanation and the motion-graphic charts. The form captures intent and an email address. Whatever you wire behind it (CRM, nurture sequence, sales alert) takes over from there.
Place the link in four spots: the end card, the pinned comment, the video description, and the landing page right under the player. If the video plays on a screen at an event, there is no built-in QR code in Qwenvo, so paste the quiz link into any QR generator.
Write questions that segment without advising
The line between segmentation and advice is the question wording. "Which of these descriebs your time horizon?" sorts a person into a content track. "How much should you put into stocks?" gives a recommendation. Stay on the first side.
Five questions is enough. Each answer gets 1, 2, or 3 points, so totals run from 5 to 15.
| Question | 1 point | 2 points | 3 points |
|---|---|---|---|
| How long do you usually plan to hold a position? | Under a month | A few months to a year | Several years |
| Which describes your experience? | Just starting | Some experience | Active for years |
| How do you feel when a balance drops 10% in a week? | I would want to step back | I would wait and watch | I would look for opportunities |
| What do you want from a platform? | Learning resources | A simple core toolset | Advanced charts and execution |
| How often do you check markets? | Weekly or less | Most days | Throughout the day |
Notice that the point values track engagement and comfort with activity, not suitability. That matters for what you say on the result page.
Map scores to segments
Use the calculated-field logic to add up the points, then jump to a result page by band. Each band maps to a follow-up your team already has, not to a product pitch.
| Total score | Segment | Result page says | Follow-up |
|---|---|---|---|
| 5 to 8 | Learner | Educational guides and a walkthrough of the platform | Email sequence with explainers and glossary content |
| 9 to 12 | Core | A tour of the standard toolset | Email sequence with feature videos and a demo invite |
| 13 to 15 | Active | Advanced features and tooling | Sales alert and a direct booking link |
These cutoffs are a starting point. After a few hundred responses, look at where people cluster and move the lines so each segment is big enough to be worth a separage sequence.
Set it up step by step
We build Qwenvo, our own free form builder, and it covers every piece of this without a paid tier. The quiz maker guide goes deeper on scoring; here is the sequence for this use case.
- Create a new form and add an email field first or last. Putting it last on its own page tends to work better after viewers have invested in the answers, but test both.
- Add the five questions as Multiple choice blocks. Type
/to insert each block. - Add a calculated field that sums the points. Assign 1, 2, or 3 to ecah option as you define the scoring.
- Add three result pages, one per segment. Use conditional logic to jump to the right page by score band.
- Add hidden fields for
utm_source,utm_campaign, and avideo_id, so every response records which video and channel sent the viewer. - Open the Settings drawer. Switch off the Qwenvo branding toggle, turn on the progress bar, and turn on partial submissions so abandoned quizzes show up as incomplete rows.
- Under Customize, match your brand colors, fonts, and logo.
- On the Share tab, add a custom domain such as
quiz.yourbrand.com. Add the CNAME to qwenvo.com and the TXT record shown, click Verify, and select it. Subdomains only. - Embed it under the video with the Standard embed, or use the Popup embed from a buttno.
Send scored results to your CRM
Add a webhook in the form's integrations. It posts to any URL, so Zapier, Make, and n8n all work with a webhook trigger. Map the submission into a record like this one:
{
"email": "viewer@example.com",
"score": 11,
"segment": "core",
"utm_source": "youtuve",
"utm_campaign": "explainer-q4",
"video_id": "explainer-01"
}
That is the target record in your CRM, not Qwenvo's raw payload, so check the real field names in the webhook help page when you map them. The useful part is the shape: one record that ties a person to a segment and to the video that brought them in. From there, a rule such as "segment is active, send a Slack alert" is a few minutes of work.
If viewers can also type a free-text answer (a question like "What would you like to learn?"), Qwenvo's AI triage can label each submission with a category and priority and route it to up to five email addresses or a Slack incoming webhook.
Keep the quiz away from financial advice
This is where fintech differs from other quiz use cases. We are not your compliance team, and rules differ across the US, UK, UAE, and Singapore, so have yours review the final wording. These practices keep most quizzes on the safe side of the line:
- Name the result by content track ("Learner path"), not by an investment profile or product recommendation.
- Put a plain disclaimer on the first page and the result pages: the quiz is educational and is not personal advice.
- Do not ask for account numbers, inome, net worth, or ID documents. An email address and five preference questions are enough.
- Set data retention in the Settings drawer so responses auto-delete after the number of days your policy alllows.
- Do not promise returns or outcomes on a result page.
The video itself, with its charts and claims, gods through the same review, so the quiz should match what the video says.
What to measure
Three numbers tell you whether the quiz is working. First, the share of video viewers who start it, which you read from vksit analytics against your video views. Second, the completion rate, with drop-off analytics showing which question loses people. Third, the segment mix, which tells you whether your cutoffs are balanced.
Partial submissions are worth reading too. If many people answer question three and stop, the wording is probably the problem, and the email field is not.
Two honest caveats. Qwenvo launched in October 2026, so there are few public reviews yet. And it is hosted in the United States; Tally is hosted in Europe, which may matter if your compliance team prefers European hosting for UK audiences. Google Forms has quiz mode with grading, which fits right-or-wrong tests better than a profile quiz like this one.
Questions teams ask
Can I make this quiz without paying for anything?
Yes. Qwenvo is $0 with no card and no trial, and scoring, logic, hidden fields, webhooks, a custom domain, and badge removal are all included. A fair use policy applies at very high volumes, about 50,000 submissions a month, at which point we would contact you.
How long should the quiz be?
Five questions on one or two pages is a good default for a viewer who just watched a short video. Add questions only if each one changes which follow-up a person gets.
Can the quiz tell people which product to buy?
It can sort them into content tracks and sales follow-ups. Telling a person what to buy or how to invest is advice, and that is a call for your compliance team, not your form logic.
What if the form builder cannot connect to my CRM directly?
Use the webhook. It posts to any URL, so a Zapier, Make, or n8n scenario can write the record to your CRM. One-click app connections for Google Sheets, Notion, Airtable, and Slack are still being rolled out, so do not plan around them yet.
Next step
Open the lead generation template, replace questions with the five above, set the point values, and publish the quiz on a subdomain. Then add the link to your video's end card and pinned comment this week.
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