Once a quiz is built in Web Tools → Quizzes, publishing makes it live and ready to capture leads. Aesthetix CRM gives you two ways to put a finished quiz in front of prospective patients: a direct link you can send anywhere, or an embed code you drop into a website or funnel page. This guide covers publishing, sharing, embedding, scheduling availability, and setting up the automation that follows a submission. For building the quiz itself (pages, questions, branching logic, scoring, and results), see the quiz-building guides in this collection.
Open the quiz in the Quiz Builder.
Click Save to store your latest changes.
Click Integrate in the top bar.
Choose how you want to share it:
Embed Code: paste into a website or funnel page.
Direct Link: share via email, SMS, ads, or social media.
Both options point to the same live quiz, so you can use one or both at the same time. For example, embed the quiz directly on your website and also drop the direct link into a promotional email or social ad, both routes feed the same contact record and automation.
The direct link opens the quiz on its own hosted page, no website required. This is the fastest way to get a quiz in front of patients when you don't want to touch your site's code.
Common uses for a med spa:
Drop the link in an email campaign promoting a skin analysis or treatment-match quiz.
Add it to a paid ad's destination URL so clicks land straight on the quiz.
Text the link to leads who ask about a specific treatment, letting the quiz qualify and route them automatically.
Post it to social media or your bio link in Instagram or Facebook.
The embed code places the quiz directly inside a page instead of sending visitors to a separate link. This keeps the experience on-brand and on-domain, which tends to convert better for a homepage or landing page.
Click Integrate and select Embed Code.
Copy the provided code.
Paste it into the website or funnel page where you want the quiz to appear (for example, a Custom HTML/Code element on the page).
Save and preview the page to confirm the quiz displays and submits correctly.
A common med-spa setup is embedding a short skin-type or treatment-match quiz right on the homepage, so any visitor can self-qualify and hand you their contact details before ever booking a consult.
Think of the quiz as a lead-capture tool, not just a fun widget. A few placements that work well for aesthetics practices:
Homepage: an embedded "What's Your Skin Type?" or "Which Treatment Is Right for You?" quiz above the fold.
Landing pages / funnels: a quiz step before the booking calendar to warm up and qualify the lead.
Email campaigns: the direct link in a nurture sequence to re-engage cold leads.
Paid ads and social posts: the direct link as the click destination, since a quiz often outperforms a plain contact form for engagement.
By default, a published quiz stays open indefinitely. If a quiz should only run for a limited window, such as a contest, a seasonal promotion, or an event tie-in, you can schedule exactly when it starts and stops accepting responses, and control what visitors see outside that window. This is optional: an existing quiz keeps working exactly as before until you turn scheduling on.
Availability states
Once scheduling is enabled, the quiz moves through three states automatically:
Not open yet: before the scheduled opening time.
Accepting responses: the active window, when submissions are allowed.
Closed: after the scheduled closing time.
Opening and closing options
Opens: choose Right away (accepts responses as soon as it's published) or Pick a date (waits until a specific date and time).
Closes: choose Never (stays open indefinitely) or Pick a date (stops accepting new responses at a specific date and time).
Time zone: one selected time zone applies to both the opening and closing times.
What visitors see outside the window
For both the pre-open and post-close states, choose one of two experiences:
Show a page: display a custom message using the built-in content editor, for example a "coming soon" notice or a "submissions closed" message.
Open a link: redirect visitors to another URL, such as a waitlist, an alternate offer, or an upcoming event page.
The pre-open and post-close experiences are configured separately, so you can send early visitors one message and late visitors a different one (or a different link).
Setting it up
Open the quiz in the Quiz Builder.
Open the Settings tab.
Enable Schedule visibility.
Under Opens, choose Right away or Pick a date (and select the date and time if applicable).
Under Closes, choose Never or Pick a date (and select the date and time if applicable).
Select the Time zone that should control the schedule.
Expand Before the quiz opens, choose Show a page or Open a link, and configure the message or destination.
Expand After the quiz closes, choose Show a page or Open a link, and configure the message or destination.
Click Save, then use the preview to confirm the timeline and each visitor experience before sharing the quiz.
Common uses for a med spa include closing a limited-time treatment giveaway or holiday promo quiz at a set deadline, or opening a seasonal skin-type quiz right when a campaign launches while an early "coming soon" page holds the spot until then.
Publishing a quiz is only half the job, most practices also want an automatic response the moment someone finishes it. Quiz submissions are picked up in Automation → Workflows using the Quiz Submitted trigger.
Navigate to Automation → Workflows.
Create a new workflow.
Add the trigger Quiz Submitted.
Apply filters if needed (quiz name, score, category) so the workflow only fires for the quiz and outcomes you care about.
Add actions such as:
Send SMS
Send Email
Create or Update Opportunity
Assign User
Create Task
Save and publish the workflow.
This lets a "High Intent" result trigger an immediate text from your front desk offering a same-week consult, while a "Nurture" result quietly enters the lead into a longer email sequence instead. For the full range of triggers, filters, and actions available, see the Workflows collection, this guide only covers the piece that connects a published quiz to automation.
Because quiz submissions often collect contact details alongside health-related answers (skin concerns, treatment interest, symptoms), treat that data the same as any other patient intake: only share it with staff who need it, and avoid pasting quiz answers into unsecured internal chats or documents.
Before sharing the link or publishing the embed, confirm the following:
All pages and questions display correctly.
Branching logic routes correctly.
Scores and categories calculate as expected.
Contact information is saved to the contact record.
Workflows trigger correctly.
Result page CTA links (booking calendar, funnel step, or webpage) function properly.
If scheduling is enabled, the opening time, closing time, time zone, and both visitor experiences match your campaign plan.
Submit a test entry yourself end to end, on both desktop and mobile, before sending real traffic to the quiz.
Can I use both the direct link and the embed code for the same quiz? Yes. They point to the same quiz and feed the same contact record, so you can embed it on your site and also send the direct link in ads or emails.
Do I need to publish the quiz again after editing it? Click Save in the builder after any change. If you're using the embed code, the live embed updates automatically since it pulls from the saved quiz, no need to re-copy the code unless you moved the quiz itself.
Where do I embed the quiz on my website? Paste the embed code into a Custom HTML/Code element on the page, whether that page lives in Aesthetix CRM's website/funnel builder or on an external site.
Will the quiz work if I embed it on an external website outside Aesthetix CRM? Yes, the embed code is portable and can be placed on any site that accepts custom HTML.
How do I know if a submission triggered the right automation? Check the workflow's execution log in Automation → Workflows, and confirm the contact record shows the updated opportunity, tag, or task from the Quiz Submitted trigger.
Can I filter automation by quiz score or category, not just quiz name? Yes. The Quiz Submitted trigger supports filtering by quiz name, score, and category, so you can route "High Intent" results differently than "Nurture" results.
What's the difference between publishing and just saving a quiz? Saving stores your edits inside the builder. Publishing (via Integrate) is what makes the quiz reachable through a live link or embed that patients can actually see and submit.
Should I test the quiz before sending it to real leads? Yes. Submit a full test entry yourself first to confirm pages, branching, scoring, contact syncing, and the workflow all behave as expected.
Can I limit how long a quiz accepts responses? Yes. Enable Schedule visibility in the quiz's Settings tab to set an opening time, a closing time (or leave it open indefinitely), and a time zone. Visitors outside that window see a custom page or get redirected, based on what you configure for before-open and after-close.
