Stop making customers guess which one is for them.
A product finder quiz turns a confusing catalogue into a short conversation — and turns that conversation into a customer profile you can use for years.
A catalogue can't ask a follow-up question.
A shopper landing on eight similar mushroom blends has no way to tell you that they want focus, not sleep, and that they have never taken an adaptogen before. Purchase data only arrives after they have already guessed — and if they guess wrong, you learn about it as a return rather than a preference.
- Behavioral data infers intent; it never confirms it.
- A first-time visitor has no purchase history to infer from at all.
- Quiz tools that live outside your stack lose the answer after the recommendation.
- Gift purchases quietly corrupt the profile of the person who bought them.
Six questions that earn their place.
Example questions and answer choices for a functional mushroom and adaptogen brand. Every one of them produces something you can act on later.
- 01
What are you hoping to get out of a mushroom supplement?
Sharper focusSteady energyBetter sleepCalmer stress responseImmune supportStill figuring it out - 02
Have you taken functional mushrooms before?
Brand new to thisTried one or twoI take them most daysI used to and stopped - 03
When would you most likely take it?
First thing in the morningWith my coffeeMid-afternoon slumpEvening wind-downNo set time - 04
Which format actually fits your day?
CapsulesPowder in coffee or teaReady-to-drinkTinctureNo preference - 05
Anything we should steer you away from?
CaffeineAdded sweetenersGelatin capsulesStrong earthy tasteNothing in particular - 06
Are you shopping for yourself or someone else?
MyselfA giftSomeone in my householdBoth
Illustrative example questions for a wellness merchant. Signals can draft and adapt these for your own catalogue.
Answers become customer properties.
Each question maps to a named property on the Shopify customer, not a row in a spreadsheet you never open again.
Primary Goal
Focus, energy, sleep, stress, or immunity — the outcome the customer actually came for.
Experience Level
New to the category, casual user, or daily ritual — the right depth for your education.
Preferred Routine
Morning, afternoon, or evening, so timing-based messaging feels natural.
Format Preference
Capsule, powder, tincture, or RTD — the format that keeps them consistent.
Ingredient Constraints
What to avoid recommending, captured before it becomes a return.
Purchaser vs. User
Distinguish a gift purchaser from the person who will actually take the product.
From recommendation to repeat purchase.
The recommendation is the customer's reward. The properties are yours.
In Shopify
- Tag customers with their declared Primary Goal so merchandising and support can see it.
- Segment first-time visitors who completed the finder but have not yet ordered.
- Use quiz answers alongside order history to shape the next recommendation.
In Klaviyo
- Trigger a goal-specific welcome flow from the Started Product Finder event.
- Branch the flow on Experience Level: education for beginners, potency for regulars.
- Build a "Focus seekers, no order yet" segment and send the matching product story.
In Compass
- Add declared goals to the unified profile alongside browsing and purchase behavior.
- Shape audiences that combine stated intent with real commerce signals.
- Signals works fully without Compass — Compass simply makes the profile richer.
Build a product finder that remembers the answers.
Start from a Product Finder template, or describe your catalogue and let the AI Survey Builder draft the questions.