Build an Onboarding Quiz That Gets New Customers Up to Speed

A new customer who finishes this quiz knows where account settings live, how to reset a forgotten password, and how to invite teammates without handing over login details. The owner running it gets something just as useful: a score for every signup that shows who absorbed the basics and which topics keep tripping people up. The Customer Onboarding Quiz covers both sides in an estimated 3 to 5 minutes, and it sits on Uplup's free tier, so trying it on your next batch of signups costs nothing.

From the profile icon to the billing page in ten questions

The template holds 10 questions worth 10 points apiece, most of them single choice, with two select-all items and one true or false statement mixed in. The opening items stay concrete: "Where can you access your account settings?" and "How do you create a new project?" start the set. Later questions cover password recovery, finding help documentation, inviting collaborators, security habits like two-factor authentication, and how to change plans. One select-all asks which features come with the account, a natural place to swap in your own feature list.

Every question carries a written explanation that appears the moment someone answers, so a wrong guess becomes a small lesson instead of a dead end. Questions run in a fixed order with skipping turned off, a progress indicator tracks how far along the taker is, and stepping back to revise an earlier answer is allowed. Each item is fully editable, so you can replace the sample product references with your own screens and menus.

Why 80 out of 100 is the line

Scoring runs on points: 100 in total, with the pass mark set at 80. Since every item is worth 10, a customer can miss two questions and still clear the bar, which keeps the quiz encouraging rather than punishing. Anyone who falls short can take another attempt, and because explanations surface during the quiz itself, a second pass doubles as a review session.

On your side, the response dashboard shows each taker's score along with results broken out question by question. If half your signups miss the team invite item, you know which help article to write next. Export everything to CSV when you want to line up quiz scores against support tickets or churn.

Putting it in the path of every new signup

Share the quiz by direct link in your welcome sequence, print a QR code into onboarding packets, or embed it on a getting-started page with the snippet Uplup generates. Running your site on WordPress? The Uplup plugin gives you a shortcode that places the quiz inside any post or page. Webhooks and the Zapier connection can push each completion to your CRM as it lands, and the whole thing carries your own logo and colors so it reads as part of your product rather than a bolt-on.