Quiz Funnel: Generate leads and win enthusiastic customers – with matelso

Marketers and developers with a DIY mindset, take note: With the matelso Software Development Kit (SDK), you too can quickly and easily add customized quiz funnels to your website—an innovative tool for personalized customer engagement! Not only will you benefit from more and better lead data, which will immediately lead to better sales results, but you will also playfully guide future customers deeper into your product world, thereby increasing brand loyalty and user experience – and gaining customers who love you! In this article, you will learn how this works – using a concrete example.

Summary:

• Use case: Quiz funnel & multi-page contact forms with the matelso SDK
• Create an intelligent quiz funnel with matelso – generate qualified leads and improve sales
• The 6 most important steps on your way to valuable quiz funnels – using a concrete example
• Preparing the quiz funnel structure in the matelso platform
• Step 1: Create a drop-down field in the platform
• Step 2: Create two values for the drop-down field
• Step 3: Add the newly created field “bikeType” to the contact entity.
• Step 4: Create fields for “bikeType” and “wantsElectricBike”
• Step 5: Edit the Conversation Point contact form and add the new form fields
• Step 6: Create a page with the matelso SDK and start with optimized lead management
• The automated quiz funnel: Brief summary of how the quizzes work
• Interactive navigation
• data transmission
• Benefits for marketing & development
• Conclusion: Quiz Funnel – generate more leads and improve customer experience with matelso

Use case: Quiz funnel & multi-page contact forms with the matelso SDK

How do you qualify leads today—with a static form? Then you’re missing out on a lot of potential. Because modern users expect more: interactive experiences, personalized questions, dynamic content. This is exactly where the quiz funnel comes into play—an exciting use case for matelso.

A quiz funnel is a multi-step, interactive form that asks visitors questions step by step – tailored to their answers. This not only provides a better experience, but also allows you to collect valuable information for lead qualification.

Create an intelligent quiz funnel with matelso – generate qualified leads and improve sales

Thanks to the matelso Software Development Kit, you can easily implement such dynamic funnels yourself – without having to rely on external tools. Here’s how it works:

• Step-by-step user guidance: Structure questions across multiple pages – depending on previous answers.
• Response logic via API: Use SDK endpoints to process inputs directly.
• Real-time data storage: Cache responses and conversion data in the matelso platform.
• Cross-system transfer: Transfer qualified leads directly to your CRM, marketing automation tool, or other systems.

Not only will you generate more leads, but they will also be measurably better.

The 6 most important steps on your way to valuable quiz funnels – using a concrete example

To illustrate the whole principle, we have implemented the process using a very specific example—the query for the purchase of a bicycle. You can also use this principle as a guide for any other application.

Preparing the quiz funnel structure in the matelso platform

Step 1: Create a drop-down field in the platform

Step 2: Create two values for the drop-down field

Step 3: Add the newly created field “bikeType” to the contact entity.

In our example, we have also added a second field of type “Boolean” with the name “wantsElectricBike”.

Step 4: Create fields for “bikeType” and “wantsElectricBike”

Step 5: Edit the Conversation Point contact form and add the new form fields

Step 6: Create a page with the matelso SDK

For this, you will need your Owner and Plugin ID! You can find these in the SDK tab on the Plugin Details page. The SDK documentation is also linked there.

The following HTML code describes a multi-step, interactive form for selecting a bicycle and entering contact details:

The automated quiz funnel: Brief summary of how the quizzes work

Step by step to the form and better business results

The user is guided through several steps:

• Step 1: Choose between e-bike and regular bike
• Step 2: Select bike type (mountain bike or road bike)
• Step 3: Enter contact details
• Step 4: Confirm submission (thank you page)

Interactive navigation

User actions (clicks) control which step is visible. The selection is stored in a Selections object.

Data transmission

After completing the form, the entries are sent to the target systems together with the previous selection decisions using the SDK method (window.wmpapi.v1.form.send).

Benefits for marketing & development

An interactive form offers more than just a modern look:

• Higher conversion rates thanks to reduced complexity per page
• Better data quality thanks to context-related questions
• Individual adaptation to target groups, campaigns, or products
• Less manual work thanks to automated processing

Marketers can use it to target campaigns more precisely, while developers retain full control over logic and integration. Everything in one system—and fully tailored to your requirements.

Conclusion: Quiz Funnel – generate more leads and improve customer experience with matelso

Quiz funnels are the smart way to turn website visitors into qualified leads – interactive, data-driven, and perfectly tailored to individual needs. With matelso’s Software Development Kit, companies can easily create such funnels themselves – directly in the matelso platform. This allows you to combine user experience with performance marketing and create a strong foundation for successful lead management.

The result: more qualified leads, higher conversion rates, and sustainable customer loyalty.