Signals Surveys is part of Compass, the AI-first customer intelligence platform. Explore Compass

Survey template · Product Finder

Product finder quiz that actually recommends.

Learn what a shopper is trying to achieve, how experienced they are, and what format they will actually use — then match them to the right product and keep every answer on their customer profile.

Business objective

Replace catalog browsing with a guided decision.

A shopper who lands on a 40-SKU mushroom collection has to become an expert before they can buy. A product finder quiz inverts that: they describe their goal in plain language, and you do the matching. The conversion lift is the obvious win — the durable win is that you now know why each customer bought, not just what they bought.

Every answer becomes a declared preference on the Signal profile, available in Shopify, Klaviyo, and Compass long after the session ends.

What you learn

  • The outcome the customer is shopping for
  • How much category education they need
  • The format they will actually stick with
  • When in the day they intend to use it
  • Constraints that disqualify part of your catalog
  • Whether they are buying for themselves or as a gift
Recommended questions

Six questions, in this order.

Goal first, constraints last, email optional at the end. Reordering these is the most common reason a quiz underperforms.

  1. 1

    What are you hoping a mushroom supplement will help with?

    Single select · required

    Daily focus and mental claritySteady energy without caffeine jittersSleep and winding downStress and everyday resilienceImmune supportStill exploring

    The anchor question. Everything downstream — the recommendation, the follow-up email, the audience — keys off this one answer.

    Creates Primary Goal

  2. 2

    How familiar are you with functional mushrooms?

    Single select · required

    Completely new to themTried one or two productsI take them regularlyI know exactly which species I want

    Beginners need a starter blend and an education sequence. Experts want single-species SKUs and potency detail. Same catalog, two different stores.

    Creates Experience Level

  3. 3

    How do you prefer to take it?

    Single select · required

    Coffee or latte blendPowder I can mix into anythingCapsulesTincture or dropperGummies or chewsNo preference

    Format objections kill more supplement conversions than price does. Ask before recommending, not after a return.

    Creates Preferred Format

  4. 4

    When would you most likely use it?

    Multi select

    First thing in the morningMid-afternoon slumpBefore a workoutEvening or before bedOnly when I need it

    Occasion separates a Lion's Mane morning customer from a Reishi evening customer — and tells you when your emails should land.

    Creates Usage Occasion

  5. 5

    Anything we should steer around?

    Multi select

    CaffeineAdded sugarDairyGlutenI prefer organic onlyNothing in particular

    A single constraint can disqualify half your catalog. Capturing it once prevents every irrelevant recommendation that follows.

    Creates Dietary Constraint

  6. 6

    Want your match sent to your inbox?

    Email capture · optional

    Email fieldSkip and show me results

    Placed last, after the customer has already invested five answers. Opt-in rates are meaningfully higher here than on an entry gate.

    Creates Email · Signal profile identity

Implementation guidance

Where to publish it.

A product finder earns its keep when it sits in front of the decision, not behind it.

Storefront landing page

A dedicated /pages/find-your-match URL you can link from the nav, run paid traffic to, and rank for "which mushroom supplement should I take".

Collection page entry

A quiz entry block at the top of a large collection, where the choice paralysis actually happens.

Welcome email

Send the quiz as the second message in your Klaviyo welcome series, before you have any purchase history to personalize with.

Packaging and retail

A QR code on the insert card or shelf talker, so an offline buyer becomes a known, profiled customer.

Exit-intent Spark

If a full quiz is too much friction, ask the single goal question as a Spark and build the rest of the profile later.

Paid social landing

Quiz landing pages usually out-convert product pages for cold traffic because they lead with the customer's problem.

Timing

When to trigger it.

First-session visitors

Show the quiz entry within the first few seconds on a collection page, or on exit intent for visitors with no cart. These shoppers have no purchase history to personalize against — declared preference is the only signal available.

Known customers with thin profiles

If a Shopify customer has orders but no Primary Goal, invite them back through the quiz from an email. Signals matches the response to the existing customer instead of creating a second profile.

Post-signup, pre-purchase

Slot the quiz into the welcome flow between the discount email and the bestseller email. It reliably outperforms a generic bestseller send for first-time buyers.

Before a launch

Run the quiz two to three weeks ahead of a new SKU so you have goal-based segments ready to target on launch day rather than blasting the whole list.

Klaviyo

Suggested properties and flows.

Profile properties to sync

Primary GoalExperience LevelPreferred FormatUsage OccasionDietary ConstraintRecommended Product

Events sent to Klaviyo

Started Product FinderCompleted SurveyAbandoned SurveySelected Customer Goal

Flows worth building

  • Quiz results flow — deliver the match, explain why it fits the stated goal, and include a first-order incentive.
  • Abandoned quiz flow — triggered by Started Product Finder without Completed Survey, offering to finish in one tap.
  • Beginner education series — for Experience Level = Completely new to them, three emails on dosage, timing, and what to expect.
  • Format-aware merchandising — send powder buyers powder restock content, not capsule content.
  • Goal-based seasonal campaign — segment the whole list by Primary Goal before your next launch.
Explore the Klaviyo integration
Compass

Suggested audiences.

Optional. Signals is a complete Shopify product on its own — Compass makes these answers work harder alongside behavioral data.

  • Focus Seekers — Primary Goal = focus, no Lion's Mane purchase yet.
  • Category Beginners — new to functional mushrooms, high education need, low discount sensitivity.
  • Format-Constrained Buyers — capsule-only or caffeine-free, for suppressing irrelevant product recommendations.
  • Quiz Completers Without Purchase — declared intent, no conversion, ideal for a targeted follow-up.
  • High-Intent Multi-Goal — selected two or more goals, historically strong bundle candidates.

Compass combines these declared preferences with orders, engagement, and lifecycle stage to build audiences neither source could produce alone.

Discover Compass

Publish your product finder this week.

Signals builds the questions, the branching, and the customer properties from a single prompt — then keeps every answer connected to the customer.