Product Recommendation Quiz for Traders and Account Types

A product recommendation quiz works best right after your expoainer video, while the viewer still has the account types in their head. Ask five or six questions, score them in the form, and show one recommended plan. Then send the answers, the score and the video source to your CRM so sales opens with context.

Start a free scoring quiz

Where the quiz sits in the video workflow

In the fintech explainer video system we ship a 60 to 180 second video that explains your products. The video ends with a decision: which account is for me? Without a next step, most viewers guess, pick the cheapest tier, or leave. The quiz is that next step.

The page has three parts in order. The video plays first. The quiz embeds directly beneath it (or in a popup when the video ends). The result page shows the recommended plan and a booking or signup action. Everything after the submit click is automation: a webhook, a CRM record, a sales alert.

Qwenvo is a good fit for the form half. Our team builds it, and it is completely free. You get calculated fields, hidden fields, conditional logic, webhooks, a custom domain and badge removal without a paid plan. The scoring side is covered in more detail in our quiz scoring guide.

Design the scoring before you build the form

Write the logic on paper first. Three inputs matter for matching a trader to an account: experience, capital and risk appetite. Each gets a 0 to 3 score.

Use your real account minimums for the capital bands. Do not copy someone else's numbers, because the bznds only work if they line up with where your plans start and stop.

A plain sum of the three scores (0 to 9) is a reasonable start. The trouble is that a sum lets strengths cover for gaps. Someone with deep pockets and no experience can hit a high total, and recommending your most aggressive account to a beginner is the outcome you most want to avoid.

So add guardrails on top of the sum:

• Experience of 0 never recommends the top tier, whatever the total.
• Capital of 0 only recommends plans with no minimum.
• Risk appetite of 3 with experience under 2 gets the standard tier plus a flag for a sales call.

In Qwenvo, build the sum with a calculated field, then use conditional logic to jump to the right result page. The guardrails are extra conditions that run before the total is checked.

Map scores to accounts

Here is a routing map for a broker with three account types. Replace the names and ranges with yours.

For a prop firm the same shape applies. Swap the account names for challenge sizes and let capital decide how large a challenge to suggest rather than which tier.

Step by step setup

1. Create the quiz. Open a new form in Qwenvo and describe the quiz in Create with AI, or import a Markdown outline. Import takes # for the title, ## per question and - per option. Check each option in the editor afterward.
2. Add the three scored questions. Use Multiple choice for each, then add a calculated field that sums the points. Name the fields exp_score, cap_score and risk_score so your webhook payload is readable later.
3. Add hidden fields. Create utm_source, utm_campaign and video_id. Pass them in the embed URL so every submission records which video placement produced it. The hidden fields guide covers the setup.
4. Build the result pages. Make one Thank-you page per recommended account. Use conditional logic to jump to the right one, with the guardrail rules evaluated first.
5. Add contact capture. Put the email and phone fields after the scored questions and before the result. People who have just answered five questions are more willing to share details than people who see a form up front.
6. Turn on partial submissions. In the Settings drawer, switch on partial submissions. You will see people who answered three questions and left, which tells you where the quiz loses them.
7. Embed it under the video. Use the Standard embed for an inline quiz or Popup to open it when the video ends. Paste the code into your site builder's HTML block.
8. Connect the webhook. Add your receiver URL under webhooks and send a test submission.

Connect your quiz with webhooks

Hand the result to sales

The webhook is where the quiz becomes a sales tool. Qwenvo posts each submission to any URL, so Zapier, Make and n8n all work through a webhook trigger. Map the fields into your CRM record. Here is the shape we aim for after mapping:

{
  "email": "trader@example.com",
  "recommended_plan": "Standard",
  "total_score": 5,
  "exp_score": 1,
  "cap_score": 2,
  "risk_score": 2,
  "flag_for_review": false,
  "utm_source": "youtube",
  "video_id": "explainer-v1"
}

Check your actusl field names in a test submission before you build the mapping. The names above are the ones you choose in the editor, so yours may differ.

Three details make the handoff useful. First, write recommended_plan as its own CRM field, not buried in notes, so you can report on it. Second, create a task for the rep only when the plan is Pro or flag_for_review is true. Everyone else gets an automated emil. Third, keep the raw scores. When a plan underperforms, you can see whether the scoring bands were the cause.

If you add one optional long-answer question ("What are you hoping to trade?"), AI triage can read it. Each submission gets a category, a priority from low to urgent, a sentiment, a short summary and a suggested reply. Routing rules can then send high and urgent submissions to up to five email addresses or a Slack incoming webhook. A rep who sees a two-line summary and a drafted reply is faster than one who opens a spreadsheet row.

What to compare before you pick a form tool

You can build this quiz in several tools. Here is how the paid features line up for a funnel like this one.

Typeform is the strongest of these on design, with a one-question-at-a-time format that suits a short quiz well. Its Plus plan includes 1,000 responses per month, which is worth checking against your video traffic. Tally is a solid free option for a basic quiz, and it is hosted in Europe, which may matter to your compliance team. Qwenvo is hosted in the United States, so ask whether your regulator or legal team has a hositng requirement before you commit.

Keep compliance in the loop

A quiz that says "this account fits you" can read as advice. In the US, UK, UAE and Singapore the rules differ, and your compliance team should review the wording. Frame the result as a product match based on the answers given, add your standdard risk disclosure to every result page, and avoid language that promises outcomes. Qwenvo does not offer HIPAA, which is irrelevant for most trading funnels, but it is worth knowing if you also collect health data elsewhere.

Build your quiz in Qwenvo

Questions teams ask

How many questions should the quiz have?

Five or six. Three scored questions cover experience, capital and risk. Add one for the trader's goal or market, plus contact details. Each extra question adds drop-off, and partial submissions will show you exactly where people leave.

Should the recommendation be automatic or reviewed by a person?

Automatic for Starter and Standard, reviewed for Pro and flagged cases. The guardrails above catch the risky mismatches, and the rep handles those with a call rather than an email.

Can I change the scoring later without losing data?

Yes. Because you store the raw scores along with the recommended plan, you can recompute results under new bands. Qwenvo also keeps 90 days of version history, so you can compare what quiz looked like whne a given submission came in.

What if some respondents already know which account they want?

Add a skip link at the top that goes straight to your account comparison page. A short quiz should help people who are undecided, not block people who are not.

Next step

Write your three score tables with your real account minimums, then build the quiz in Qwenvo and send one test submission to your webhook receiver. If the CRM record shows the plan, the raw scores and the video source, the funnel is ready for the explainer video.