Using HD Quiz as a Customer Intake Form: A Step-by-Step Guide


In the ever-evolving world of digital marketing and customer engagement, finding innovative ways to connect with your audience is paramount. One such method is using quizzes not only for engagement but also as customer intake forms. HD Quiz, a popular FREE WordPress plugin, allows you to create interactive quizzes that can double as effective intake forms.

In this article, I will walk you through the process of using HD Quiz for customer intake, helping you streamline your data collection and enhance user engagement.

Please note that HD Quiz is a FREE plugin available directly from the WordPress repository, but Save Results Pro is a cheap, but paid addon, created by me, the developer of HD Quiz

How To Use A Quiz As An Intake Form

Step 1: Install and Activate HD Quiz

The first step, of course, is to install and activate the HD Quiz plugin on your WordPress website. You can do this by navigating to your WordPress dashboard, clicking on “Plugins,” and then selecting “Add New.” Search for “HD Quiz” and install it. Once installed, activate the plugin.

Step 2: Create a New Quiz

After activation, you’ll see a new option in your WordPress dashboard menu called “HD Quiz.” Select to begin the journey of creating your very first quiz. HD Quiz was designed and developed from the ground up to be as easy and intuitive to use as possible, but I also have extensive documentation as well as a tutorial video.

Step 3: Purchase Save Results Pro

The Save Results Pro addon was developed by me (Harmonic Design / HDPlugins) the developer of HD Quiz, and it will allow you to add custom fields to either before the quiz (all fields need to be filled out before the user can take the quiz), or before the results (all fields need to be filled out before the user can submit their quiz and see their results).

At minimum, you can use this to collect the name and email address of your customers, but you can also add as many custom fields as you need to do things like ask who your student’s teacher is, or to ask how a customer was referred to you, etc.

This addon will also capture each individual question and selected answer, which makes this a very powerful tool to help categorize your user’s responses.

Step 4: Test and Preview

Always test to ensure that everything works smoothly. Preview the quiz from a user’s perspective to catch any errors or inconsistencies.

Step 5: Publish and Promote

Once you’re satisfied with your customer intake quiz, publish it on your website. Promote it through your marketing channels, social media, and email newsletters to maximize its reach.


HD Quiz is a versatile tool that goes beyond traditional quizzes by serving as an effective customer intake form. By following these steps, you can seamlessly integrate data collection into engaging, interactive quizzes. Use this valuable data to better understand your audience, tailor your offerings, and enhance user engagement on your WordPress website. With HD Quiz, you’ll not only entertain your audience but also gather invaluable information that can drive your business forward!

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