Omnisend

Omnisend: Send Personalized Product Recommendations with Quiz Data (Step-by-Step)

Learn how to send personalized product recommendations in Omnisend emails based on customer quiz answers. Includes merge tags, custom properties, and automation setup.

How to Send Personalized Product Recommendations in Omnisend Emails Using Quiz Data

Introduction

Sending the same static product grid to every subscriber is a fast way to lose their attention. Shoppers have already told you what they want inside your quiz. An Omnisend product recommendations quiz campaign lets you honor those answers and turn them into revenue-driving emails. This guide walks through the entire process of capturing quiz data, syncing it to Omnisend, and serving dynamic recommendations without writing a custom integration from scratch. If you are still building the front-end experience, start with our Shopify product quiz guide and pair it with the conversion tactics from Shopify guided selling. Once your quiz is live, everything in this playbook helps you convert quiz takers into repeat purchasers on autopilot.

The focus here is practical implementation: mapping fields, designing layouts, launching automations, and ensuring the customer experience feels natural. We will also show you how internal teams use the data to feed other campaigns, including the zero-party strategies covered in Zero-party data collection for Shopify. By the time you finish, you will have a reusable framework that keeps merchandising and retention in sync.

The Power of Zero-Party Data in Email Marketing

Zero-party data is the information customers knowingly hand over. When a shopper completes your quiz, they volunteer preferences, concerns, and purchase intent you cannot infer from browsing behavior alone. Omnisend’s automation engine can plug that information directly into a personalized email. Industry studies back up the lift: personalized emails deliver up to six times higher transaction rates, and nine in ten consumers say relevant content influences their buying decisions. Brands using quiz-driven personalization routinely see three to five times more clicks than generic newsletter blasts because the message mirrors the customer’s own words.

Picture a customer taking a “Find Your Perfect Skincare Routine” quiz. She shares that her skin is combination, she wants fragrance-free formulas, and she prefers lightweight textures. Minutes later an email lands showing the exact cleanser, serum, and SPF her answers triggered—each with a hero image, pricing, and a button that jumps straight to checkout. That level of specificity is impossible with guesswork. It also builds trust; subscribers know you listened. You can reinforce the experience with educational content from our Increase AOV with guided selling case study, which illustrates how contextual advice keeps customers clicking.

Prerequisites for This Tutorial

Before configuring an Omnisend product recommendations quiz workflow, make sure you have the following in place:

  • An active Omnisend account on any plan with automation access.
  • A quiz or advisor tool such as Kiezer, Octane AI, or RevenueHunt that can surface product matches.
  • A working integration that maps quiz answers to Omnisend custom properties or events.
  • Familiarity with Omnisend’s drag-and-drop editor or the HTML editor if you want granular control.

The steps assume your quiz provider writes individual product fields (title, URL, image, price) into the contact profile. If you are still evaluating integrations, review our Sync Shopify quiz results to Klaviyo tutorial to understand the property structure—the Omnisend setup follows the same pattern.

Behind the Scenes: How Quiz Data Flows to Your Emails

Every high-converting campaign follows the same four-stage pipeline:

  1. Customer completes the quiz. They answer multiple-choice and free-text questions designed to surface intent, budget, and preferences. Your quiz engine scores those inputs and ranks product matches.
  2. Data syncs to Omnisend. The integration creates or updates the contact profile, populating fields such as recommended_product_1_title, recommended_product_1_url, recommended_product_1_image, and recommended_product_1_price. Repeat properties cover additional recommendations so you can show more than one item without extra logic.
  3. Automation trigger fires. Depending on the integration, Omnisend receives either a custom event (for example, quiz_completed) or a tag like quiz_completed. Both options can start an automation. Events offer granular filtering by quiz result, while tags are easy to inspect within the UI.
  4. Email renders with merge tags. The workflow pulls those custom properties into your template and swaps them for each contact’s data at send time. The recipient sees their own product lineup, not a generic list.

Think of it as a loop: Quiz → API → Omnisend contact → Automated message. Each link needs to work flawlessly, so we start by inspecting the data Omnisend receives.

Step 1: Check That Quiz Data Is Syncing to Omnisend

Do not open the email editor until you verify the data pipeline. Blank custom properties lead to empty sections in your campaign.

  1. Find or create a test contact. Go to Omnisend → Audience → Contacts and search for someone who recently finished the quiz. If you need fresh data, complete the quiz yourself with an address like [email protected] to keep test runs organized.
  2. Inspect the custom properties. Open the contact profile and scroll to the Custom Properties panel. Confirm the presence of fields such as:
recommended_product_1_title: Moisturizing Face Cream
recommended_product_1_url: https://yourstore.com/products/face-cream
recommended_product_1_image: https://cdn.shopify.com/.../face-cream.png
recommended_product_1_price: 29.99

Repeat the check for product two and three. Some integrations also expose supporting metrics—keep note of fields like recommended_product_score or recommended_product_category if they are available. 3. Validate formatting. Make sure URLs use HTTPS, images point to public assets, and prices are numeric. If your storefront uses multiple currencies, ask the quiz provider to include a currency code field so you can format amounts correctly. 4. Troubleshoot gaps early. Missing properties usually mean the integration was not mapped properly. A single JSON blob named recommended_products is not enough—you need separate fields. Values that exist but show null indicate the quiz did not calculate a recommendation; retest with a different answer set. Fixing these issues now prevents broken sections later.

Pro Tip: Screenshot the field list or paste it into your documentation. You will reference the exact property names when building merge tags and automation filters.

Step 2: Design Your Product Recommendation Email

With the data confirmed, you can craft a layout that does justice to your recommendations. The goal is clarity: show the hero product shot, the headline benefit, the price, and a direct route to purchase.

Option A: Drag-and-Drop Editor (Fastest)

  1. Create a campaign or automation email. In Omnisend, click Campaigns → Create campaign or edit the email step inside your workflow. Choose the Drag & Drop editor.
  2. Build the structure. Add a heading block such as “Your Personalized Recommendations.” Drag in an image block, text block, price block, and button for product one. Duplicate the stack for products two and three.
  3. Insert merge tags. Within each block, use Insert → Custom Property and navigate to contact → customProperties → recommended_product_1_image (and the matching title, price, and URL fields). For buttons, paste the merge tag into the URL field to guarantee the click goes to the correct product.
  4. Style to match your brand. Apply brand colors, increase font size for product names, and give buttons plenty of padding. If your quiz sometimes returns fewer products, set visibility rules to hide empty blocks.

Option B: HTML Editor (Maximum Control)

If you prefer to work in code, switch to the HTML editor and use a lightweight template. The snippet below keeps inline CSS inbox-friendly while highlighting where each merge tag belongs:

<div style="text-align: center; padding: 24px;">
  <h2>Your Personalized Recommendations</h2>

  <!-- Product 1 -->
  <div style="margin: 28px 0;">
    <a href="{{ contact.customProperties.recommended_product_1_url }}">
      <img
        src="{{ contact.customProperties.recommended_product_1_image }}"
        alt="{{ contact.customProperties.recommended_product_1_title }}"
        style="max-width: 320px; border-radius: 10px;"
      />
    </a>
    <h3 style="margin: 16px 0 8px;">
      {{ contact.customProperties.recommended_product_1_title }}
    </h3>
    <p style="font-size: 20px; font-weight: 600; color: #2c3e50;">
      ${{ contact.customProperties.recommended_product_1_price }}
    </p>
    <a
      href="{{ contact.customProperties.recommended_product_1_url }}"
      style="background: #5b21b6; color: #ffffff; padding: 12px 28px; border-radius: 9999px; text-decoration: none; display: inline-block;"
    >
      Shop Now
    </a>
  </div>

  <!-- Product 2 -->
  <div style="margin: 28px 0;">
    <a href="{{ contact.customProperties.recommended_product_2_url }}">
      <img
        src="{{ contact.customProperties.recommended_product_2_image }}"
        alt="{{ contact.customProperties.recommended_product_2_title }}"
        style="max-width: 320px; border-radius: 10px;"
      />
    </a>
    <h3 style="margin: 16px 0 8px;">
      {{ contact.customProperties.recommended_product_2_title }}
    </h3>
    <p style="font-size: 20px; font-weight: 600; color: #2c3e50;">
      ${{ contact.customProperties.recommended_product_2_price }}
    </p>
    <a
      href="{{ contact.customProperties.recommended_product_2_url }}"
      style="background: #5b21b6; color: #ffffff; padding: 12px 28px; border-radius: 9999px; text-decoration: none; display: inline-block;"
    >
      Shop Now
    </a>
  </div>
</div>

Add additional sections for product three (and beyond) as needed. Inline styles are verbose, but they guarantee consistent rendering across email clients.

Content Enhancements

  • Include a quick reminder of the quiz outcome at the top (“Here are the skincare staples we picked for combination, fragrance-free routines”).
  • Use social proof or ratings to reinforce trust. Pull snippets from your reviews app or reuse testimonials from the Shopify product recommender page.
  • Close with a soft CTA for support, linking to /contact/ or the FAQ section so recipients know where to go if they have questions.

Step 3: Automate Quiz Follow-Up Emails

The automation is what turns a single quiz result into evergreen revenue. Omnisend’s workflow builder makes the sequence easy to assemble.

  1. Create the workflow. Navigate to Automation → Create workflow → Custom workflow. Name it “Quiz Recommendations Follow-Up” so your team can find it later.
  2. Choose your trigger. If your integration sends an event, pick Custom event and select quiz_completed (or the exact name provided). If it applies a tag, use Tag added instead. Events allow you to filter on quiz result metadata—helpful when you want different emails per persona.
  3. Add a short delay (optional). A five-minute pause gives the customer time to browse the on-site results before receiving an email. Some brands extend the delay to an hour when they want the message to feel like a helpful reminder rather than an immediate echo.
  4. Insert the email action. Drag an Email block into the workflow and attach the template you built in step two. Write a subject like “Your Perfect Matches Are Ready, {{ contact.firstName }}” and a preview line that teases the number of recommendations.
  5. Layer conditional logic. Split the flow based on fields such as recommended_product_count or quiz outcome tags. Send a follow-up reminder to customers with more than three recommendations and a different message to those with only one product.
  6. Activate and monitor. Save the workflow, turn it live, and let a test contact run through the full sequence. Use the workflow history to confirm the trigger, delay, and email all executed as expected.

You can expand the workflow later with win-back branches, SMS steps, or conditional offers once the core email proves its value.

Step 4: Test Before Going Live

Testing protects your reputation and ensures the first customer who sees the automation gets the full experience.

  1. Complete the quiz with a test address. Pick answers that should surface clear recommendations so you can verify each merge tag.
  2. Review the Omnisend profile. Confirm the custom properties populated correctly, and double-check any fallback logic you set in the template.
  3. Trigger a live workflow test. Use Omnisend’s “Send test” option or manually add the contact to the workflow. Let the automation run its course rather than bypassing delays; this exposes timing issues.
  4. Inspect the inbox view. Look for:
    • Crisp images and accurate alt text.
    • Product titles that match the quiz results.
    • Prices with the right currency symbol and decimal formatting.
    • Buttons linking to the correct product URLs.
    • Responsive formatting on mobile, especially if your quiz audience skews mobile-first.
  5. Fix common issues immediately. Blank sections usually mean the property names in your template do not match Omnisend’s fields. Broken images often come from private CDN URLs. If the wrong products appear, revisit your quiz scoring rules.

QA Checklist: Store your test cases in the same tracker you use for campaigns so anyone on the team can rerun them after template updates.

Pro Tips to Maximize Results

Once the baseline automation is live, refine it with these proven tactics:

Personalize More Than the Product Grid

Use quiz answers inside your copy to make the message feel written for the reader. For example, “You told us you prefer breathable fabrics, so we pulled the top three styles that stay cool even in summer heat.” This approach mirrors the storytelling techniques we use on the Shopify product quiz landing page and reinforces that the email is powered by the shopper’s input.

Leverage Conditional Content Blocks

Omnisend lets you show or hide blocks based on property values. Add a free-shipping banner when recommended_product_1_price exceeds your threshold, or display routine tips only when the quiz category equals “Skincare.” These small touches keep the message relevant without creating dozens of templates.

Optimize for Mobile and Accessibility

Stack columns vertically on mobile, use 16px or larger body text, and keep button tap areas at least 44px high. Include descriptive alt text pulled from your product titles so screen reader users receive the same value. Testing over slower connections also ensures large images do not stall the experience.

Build Follow-Up Sequences

Consider extending the workflow into a three-message series:

  1. Immediate: Deliver the recommendations and invite questions.
  2. Day 2: Share social proof or comparison content showing why the picks work. Link to resources like Shopify guided selling for more education.
  3. Day 7: Offer a time-bound incentive or restock reminder for undecided shoppers.

Track Performance at the Block Level

Monitor open and click rates per quiz segment, and compare conversions for product positions one, two, and three. If the second slot underperforms, test a different product order or highlight accessories. Keep an eye on revenue per quiz completion to understand the downstream impact on acquisition cost.

Test and Iterate

Experiment with subject lines, send times, and the number of products displayed. Some audiences respond better to a concise two-product layout, while others expect a full routine. Use Omnisend’s built-in A/B testing to gather data before rolling changes to your entire list.

Fixing Common Problems

Even polished workflows occasionally misbehave. Here is how to resolve the most frequent issues:

Merge Tags Rendering as Plain Text

  • Verify spelling and letter casing. recommended_product_1_title is different from recommended_Product_1_Title.
  • Insert tags via Omnisend’s merge picker to avoid hidden characters.
  • Check the contact profile to make sure the field actually exists before the email sends.

Product Images Not Loading

  • Confirm the URLs point to public CDN assets. If your quiz tool stores images behind authentication, move them to your storefront’s CDN.
  • Use HTTPS links and avoid query strings that expire.
  • Test the URL in an incognito browser session.

Wrong Products in the Email

  • Audit the quiz logic to ensure the top-scoring items are mapped to the first, second, and third property slots.
  • Clear cached quiz results if your provider reuses prior recommendations.
  • Re-run the quiz with contrasting answers to confirm the integration updates fields rather than appending duplicates.

Emails Failing to Send

  • Confirm the automation is live and that the trigger event name matches exactly.
  • Ensure the contact is not suppressed, bounced, or unsubscribed.
  • Review workflow filters; a stray condition (such as country equals US) can block legitimate contacts.

Pricing Formatting Issues

  • Add currency symbols inside the template if the property stores only a number.
  • For multi-currency stores, include both recommended_product_price and recommended_product_currency fields, then display the appropriate symbol with conditional logic.

When in doubt, replicate the scenario with a fresh test contact and step through the workflow logs. Omnisend’s event timeline will reveal where the data stopped flowing.

Next-Level Personalization Strategies

Once the core workflow is delivering steady revenue, layer on advanced tactics:

  • Dynamic product blocks: Use Omnisend’s product picker with filters so SKUs update automatically when inventory changes.
  • Segment-based follow-ups: Create segments for shoppers who clicked but did not purchase, or those who bought only one of three recommended items. Send them targeted nudges or cross-sells.
  • Cross-channel consistency: Extend quiz results to SMS, push notifications, and on-site personalization. Returning visitors can see a tailored banner, while SMS delivers a quick reminder with the top product link.
  • Predictive recommendations: Combine quiz answers with purchase history to anticipate replenishment windows or introduce complementary products.
  • Partner integrations: Feed quiz data into Google Analytics for funnel tracking, sync audiences to paid social platforms, or layer it into review request campaigns powered by tools like Reviews.io for extra social proof.

Start Sending Smarter Emails Today

You now have the blueprint for turning your quiz into an always-on revenue engine inside Omnisend. The workflow captures zero-party data, presents it in a persuasive layout, and follows up automatically—all while supporting the broader lifecycle strategies described in our Shopify product quiz and Sync Shopify quiz results to Klaviyo resources.

Personalized product recommendations routinely deliver two to three times the revenue of generic campaigns, and the setup fits neatly into an afternoon. Keep iterating, celebrate the wins, and let the combination of quiz insights and Omnisend automation turn every new subscriber into a loyal advocate.

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