Quiz Workflows and Automations

Workflows let you automate actions that happen after someone completes your quiz. Instead of manually checking results and sending follow-ups, you can set up automated pipelines that send emails, fire webhooks, post Slack messages, and more: all triggered by quiz submission.

Accessing the Workflow Tab

Open your quiz in the editor and click the Workflow tab in the top navigation bar. This opens a visual workflow builder where you can create automation pipelines using a drag-and-drop node editor.

Each workflow starts with a Trigger node (which fires when the quiz is submitted) and chains one or more Action nodes that execute in sequence or conditionally.

Sending Result Emails

The most common quiz workflow is automatically emailing results to the respondent after they complete the quiz.

1. In the Workflow tab, you will see a default Trigger: Form Submitted node. Click the + button below it.
2. Select Send Email from the node list.
3. Configure the email:
   • To: Use the variable {{respondent.email}} to send to the quiz-taker (requires an email field in your quiz).
   • Subject: e.g., "Your Quiz Results: {{quiz.title}}"
   • Body: Use template variables like {{quiz.score}}, {{quiz.percentage}}, {{quiz.result_title}}, and {{quiz.result_description}} to dynamically include results.
4. Optionally attach a PDF certificate by toggling Include PDF attachment and selecting your certificate template.
5. Click Save.

Webhook on Quiz Submit

Webhooks send quiz data to an external URL, letting you integrate with any system that accepts HTTP requests: your CRM, analytics platform, learning management system, or custom backend.

1. Add a Webhook node after the trigger.
2. Enter the destination URL (e.g., https://your-api.com/quiz-results).
3. Choose the HTTP method (POST is recommended).
4. Configure headers if your API requires authentication (e.g., an Authorization header with a Bearer token).
5. The request body automatically includes the full quiz response data: respondent answers, score, result, and metadata. You can customize the body template if you need a specific format.
6. Set the Retry policy: WittyForm retries failed webhooks up to 3 times with exponential backoff (30 seconds, 2 minutes, 10 minutes).

Conditional Workflows Based on Score

The real power of quiz workflows comes from conditional branching. You can run different actions depending on whether someone passed or failed, scored high or low, or landed in a specific result category.

1. Add a Condition node after the trigger.
2. Set the condition. For score-based branching:
   • If {{quiz.percentage}} is greater than or equal to 70
3. The condition node creates two branches: True (condition met) and False (condition not met).
4. On the True branch, add a Send Email node with a congratulatory message and certificate attachment.
5. On the False branch, add a Send Email node with study materials and a link to retake the quiz.

Example: Training Quiz Workflow

A typical training quiz workflow might look like this:

• Trigger: Quiz submitted
• Condition: Score >= 80%
• True path: Send "Congratulations" email with PDF certificate attached, then fire a webhook to your LMS to mark the module as complete
• False path: Send "Keep studying" email with links to review materials and a button to retake the quiz

Slack Notifications for Quiz Completions

Keep your team informed in real time by posting quiz results to a Slack channel.

1. Add a Slack node to your workflow.
2. If you have not already connected Slack, click Connect Slack and authorize WittyForm to post to your workspace.
3. Select the channel where notifications should be posted (e.g., #quiz-results or #team-training).
4. Customize the message format. The default template includes the respondent name, quiz title, score, and result. You can modify this using template variables.
5. Optionally add conditional fields: for example, include an alert emoji and mention @channel only when someone scores below 50%.

Combining Multiple Actions

Workflow nodes execute in sequence from top to bottom. You can chain as many actions as you need. A comprehensive quiz workflow might include:

1. Trigger: Quiz submitted
2. Send Email: Send results to the respondent
3. Webhook: Push data to your analytics platform
4. Condition: Check if score is above passing threshold
5. Slack (True): Post a success message to #achievements
6. Slack (False): Alert the training team in #follow-ups

Monitoring Workflows

After publishing your quiz, you can monitor workflow execution from the Workflow Logs section. Each execution shows:

• Timestamp and respondent identifier
• Which nodes executed and which were skipped (due to conditions)
• Success or failure status for each node
• Error details if a node failed (e.g., webhook returned a 500 error)

Tip: Test your workflow before going live by submitting a test response using the Preview mode. Workflow logs will show you exactly what happened at each step.