Question Editor

This guide provides detailed instructions on configuring question structure, display, and interaction. Including content, logic and styling to optimize the user experience.

Accessing the Question Editor

After entering the Finder Editor by selecting your question from the Flow tab, you can access the Page Settings, Question Settings, and Answer Settings.

To access the Question Editor settings, select your question from the top left panel within your Finder Editor. The editor is structured into three primary sections:

• Left Column: Displays an overview of all questions and answers included within the page, and access to Page Settings.

• Preview Section: Provides a live preview of how the question will appear on mobile and desktop to a user (default view is set to mobile). Interact with the Page dropdown to quickly navigate to other pages within your flow.

• Right Column: Contains configurable settings for the selected question, including question type, content, and logic.

Question Types

The Question Editor enables the selection of various question types, ensuring optimal engagement and usability for different content, needs, or preference-based questions. Each type defines how users can interact with the question and provide their responses.

• Single Select: Users can choose one option from the answer options. Suitable for straightforward selections such as product categories or preferences.

• Multi-Select: Allows users to select multiple answers. Ideal for cases where users may want to indicate multiple relevant options (e.g., preferred features or product use cases).

  • AND/OR Logic Functionality: Enhances multi-select questions by allowing conditions based on AND/OR logic to refine selections dynamically.

  • AND will ensure that only results meeting all selected conditions are shown, narrowing down the recommendations to match multiple criteria simultaneously.

  • OR will expand the results by including any product that meets at least one of the selected conditions, offering a broader range of recommendations.

• Checkbox: Similar to multi-select but represented with a traditional checkbox layout.

• Hidden: Used for questions that gather information without displaying an interface element to the user.

• Slider: Provides a range-based selection method, ideal for numeric or preference-based inputs.

• Slider Range: Enables users to define a minimum and maximum range within a given set of values.

• Text Input: Allows free-text responses for open-ended questions where users provide specific details, this is not connected to Product Data.

Adding Multiple Questions Within One Page

For an optimized user experience, multiple questions can be added within the same page. This helps consolidate related inquiries while maintaining a smooth navigation experience. Arrange and structure these questions in the left-hand column to ensure logical progression.

To add additional questions within the page, add a new question in the left hand column by selecting the + Add Question button.

Configuring Question Settings

Make Question Required

• Activate the Make Question Required toggle to ensure users must provide an answer before continuing in the flow. This prevents incomplete responses and ensures data integrity.

Define Question Key

• The Question Key is a unique identifier for each question. It should be short, simple, and consistently structured across your Finder flow.

Changing a Question Key after the Finder is live may affect tracking, analytics, and personalization logic.

Question Content and Descriptions

• Question: Define the primary text displayed for the question.

• Description: Add supporting text to provide context to a user, visible under the question.

• Hints: Add supporting text to provide instructions on how to answer, visible above the answer options.

• Answer Columns: Choose how many answer options should be displayed per row to align with the design aesthetic and usability.

Personalization & Conditional Logic

Skip Question Logic

The Skip Question field enables personalization based on user responses within previous questions. Use this feature to bypass certain questions when specific answers have been selected earlier in the flow.

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Select the Question Key and corresponding Answer Key(s) of a previous question to define where this question should be skipped.

How to define Skip Question logic.

Link Question to Visitor Profile

Linking a question to the Visitor Profile ensures that collected user responses influence business rules and future personalized experiences. This allows for seamless updates to filtering, ranking, and benefits while enabling tailored interactions beyond the Finder (such as Guided Journey Campaigns).

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Sync Business Rules Efficiently

When a question is linked to the Visitor Profile, any updates to filtering, ranking, or benefits will automatically stay in sync, eliminating the need for manual adjustments across multiple areas.

Once you link a question to a Visitor Profile, you can find the

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Enable Personalized Experiences

User responses can be leveraged to create dynamic, personalized experiences beyond the Finder, ensuring more relevant engagement across different touchpoints.

Use the Visitor Profile as a targeting rule to re-engage with users answer preferences within the same session. For example, if a user selected 'Hiking' as their primary activity you can run a campaign to highlight hiking products by targeting the Visitor Property linked with this answer.