Documentation

Getting started with Convertly takes only a few minutes. Sign up for a free account at convertly.app — no credit card required. Once registered, you'll land in your dashboard where you can immediately create your first quiz.

To create a quiz, click the 'New Quiz' button in your dashboard. You can start from scratch or choose one of the built-in templates covering categories like e-commerce, coaching, SaaS, and health. Give your quiz a title and description, then move on to building your questions.

After building your quiz, publish it with a single click. Convertly gives you a shareable public link immediately. You can embed it on your website, share it on social media, or send it directly to your audience — no technical knowledge required.

The quiz builder is a visual drag-and-drop editor. Add as many questions as you need, reorder them by dragging the handle on the left, and assign point values to each answer option. Points accumulate as respondents progress through the quiz.

Each question supports multiple answer options. You can attach images to both questions and options to make your quiz more engaging. Branching logic lets you show or skip questions based on previous answers — for example, showing follow-up questions only to respondents who selected a specific option.

Score ranges let you define custom results. Set a minimum and maximum score for each outcome, give it a title, and write a message shown to respondents who fall within that range. You can configure as many score ranges as needed to create a rich, personalized results experience.

Convertly's AI quiz generator lets you build a complete quiz in seconds. Navigate to 'New Quiz' and select the AI generation option. Choose from one of 8 industry presets — e-commerce, SaaS, coaching, real estate, health, education, consulting, and HR — or describe your own goal.

Configure the number of questions (typically 5–15 works best) and the quiz language. The AI will generate questions, multiple-choice options with point values, and an initial set of score ranges — all tuned to your chosen topic and goal.

Generated quizzes are fully editable. Review the output, adjust any questions or scoring that doesn't fit your brand, and publish when ready. AI generation counts against your monthly limit — Free accounts get 2 per month, Pro gets 20, and Business gets 50.

Convertly captures lead information at the end of every quiz. By default, a form asks respondents for their name and email before showing results. You control whether this form is required or optional in your quiz settings.

All captured leads appear in your Leads dashboard, where you can see each respondent's name, email, score, and the result they received. You can filter leads by quiz, sort by date or score, and search by name or email.

Export your leads to CSV at any time from the Leads dashboard. On Pro and Business plans, you can also download a PDF report for individual leads. Monthly lead limits apply per plan — 50 leads/month on Free, 1,000 on Pro, and unlimited on Business.

Every published quiz gets a unique public URL you can share anywhere. The link works on all devices — respondents can take your quiz on desktop, tablet, or mobile without installing anything.

Embed your quiz directly on any website using the iframe snippet found in your quiz's Share settings. For a less intrusive experience, use the popup embed — a floating button that opens the quiz in a modal overlay. Both embed options are available on Pro and Business plans.

Business plan subscribers can connect a custom domain to serve quizzes from their own URL (e.g. quiz.yourbrand.com). Set this up in Dashboard → Domains. Custom domains make your quizzes feel native to your brand and improve trust with respondents.

Convertly lets you fully brand your quizzes. Upload your logo, choose your primary brand color, and customize the button text. These settings apply globally to all your quizzes or can be overridden per quiz.

Pro and Business plans include custom branding — the 'Powered by Convertly' badge is removed from your quiz results page. This gives your quiz a fully white-label appearance when shared with your audience.

You can customize the results page for each score range individually — write a unique message, add a call-to-action button with a URL, and optionally show a product recommendation or next step. This turns your quiz results into a personalized sales or onboarding funnel.

Convertly integrates with Zapier, giving you access to thousands of apps without writing any code. When a new lead completes your quiz, Zapier can automatically add them to your email list, CRM, Google Sheet, Slack channel, or any other tool you use.

For custom server-to-server integrations, use webhooks. Configure a webhook URL in your quiz settings, and Convertly will POST lead data to your endpoint every time someone completes a quiz. The payload includes the lead's name, email, score, and result.

Pro and Business plans have access to the Convertly REST API for programmatic access to your quizzes and leads. Business plans also unlock write access — create quizzes and submit responses via API. See the full API reference for endpoint details, authentication, and code examples. API Reference

Business plan subscribers can add up to 3 team members to their account. Go to Dashboard → Team and invite colleagues by email. Invited members receive an email invitation and can join using an existing Convertly account or by creating a new one.

Team members have access to the same quizzes and leads as the account owner. All activity — quiz creation, lead capture, and API usage — counts toward the team owner's plan limits. Team membership is managed by the account owner.

To remove a team member, go to Dashboard → Team and click 'Remove' next to their name. Removed members immediately lose access to the team's quizzes and leads. You can re-invite them at any time.

Analytics are available on Pro and Business plans. The analytics dashboard shows you how your quizzes are performing — total views, completion rate, average score, and total leads captured over time.

Completion tracking lets you see where respondents drop off. If many respondents leave at a specific question, that's a signal to simplify or rewrite it. The drop-off chart shows completion rates by question position across all respondents.

Score distribution charts show how your respondents are scoring — useful for validating that your scoring model is balanced and that your score ranges are calibrated correctly. Filter analytics by date range to track performance over time or compare periods.

Convertly offers three plans: Free, Pro, and Business. Free is permanent — no trial period, no credit card required — and includes up to 3 quizzes and 50 leads per month. It's a great way to test Convertly before committing.

Pro ($29/month) raises limits to 20 quizzes and 1,000 leads per month and unlocks analytics, custom branding, and embed options. Business ($79/month) removes all quiz and lead limits, adds team members, custom domains, full API access, and priority support.

Upgrade or downgrade anytime from Dashboard → Billing. Upgrades take effect immediately. Downgrades take effect at the end of the current billing period. If you cancel, you retain access to your plan features until the period ends, then revert to Free.