How To Make A Product Configurator

Making an online product configurator is the easiest way to create more happy customers. Especially with pricier, more personalized products, product finders can help customers find a product that’s perfect for them. How can you make a product configurator? Easier than you think. All it takes is an editable template where you can ask questions that help you determine what product to recommend.

What is A Product Configurator?

A product configurator, also known as a product configuration software, is a tool integrated on your website or linked to your social media that asks questions. Based on the customer requirements gathered from the answers to these questions, a product configurator can recommend the ideal product for each customer.

When talking about product configurators, people often imagine widgets that allow customers to build their own products from scratch. Like Ikea’s closet builder where you can build a custom closet wall like it’s online LEGO. That’s the highest, most advanced product configurator.

Benefits of Using Product Configurators

It seems like at some point in 2020 I blinked, and product configurators became the norm for online stores, offering configured products that meet customer satisfaction.

Take Helix, for example. They have a product quiz configurator that identifies the best mattress based on your sleep pattern.

Similarly, Brooks Running uses a product configurator quiz to determine the best running shoe for your feet.

Curology on the other hand, enables you to assemble a custom product that caters to your exact skincare needs.

These custom product configurator examples are different, but they all have one thing in common: they use a quiz format to ask questions and display results based on the answers.

Product finder quizzes are the simplest form of product configuration. They’re also the easiest to implement. Embracing product configurators like these brings a host of benefits to your online store, such as:

Personalized Shopping Experience

Firstly, these comprehensive product configuration platforms deliver a personalized shopping experience, enhancing the customer buying experience. Customers enjoy a tailored journey that addresses their specific needs, thus strengthening their connection with your brand. The more personalized experience for customers, the more memorable it becomes for them, leading to enhanced customer loyalty.

Reducing Return Rates

The clarity provided by configurable products significantly reduces return rates. Customers gain a clear, precise understanding of the product, which aligns their expectations and eliminates the 'surprise factor' upon delivery. As a result, customers are more likely to be satisfied with their purchases, reducing the chances of returns.

Boosting Conversion Rates

The dynamic pricing feature, combined with the ability to choose from a variety of custom products, ensures that customers are no longer lost in the wide array of products; instead, they are presented with options that match their preferences. This level of convenience makes the buying process quicker and more efficient, boosting conversion rates.

Enabling Richer Data Collection

Each customer interaction with a 3D configurator or any other product configurator software provides a wealth of data. Analyzing customer insights help businesses understand their customer behavior, resulting in improved marketing strategies and more effective product development.

Offering Brand Differentiation

Product configurators provide an interactive customer experience that sets your brand apart from competitors. This unique selling point can attract more customers and enhance your brand's image.

Streamlining Inventory Management

For businesses offering customizable products, product configurators help streamline inventory management. As customers 'build' their product, businesses gain better insight into which components or product versions are in demand, making inventory planning more efficient.

Product Configurator Examples (with Free Templates)

What exactly does a product configurator look like? Here are some examples, including those of complex products. Best part? All of these product configurator tools are free editable templates. You can change anything about them to match your brand, be it design or functionality. You can test them out and preview them on different screen sizes by clicking the “Get this template” button.

What Diet Is Best For You?

How does the template work? It asks a series of diet related questions and directs people to the best diet based on their answers. You can link downloadable pdfs, coupon codes or different products on your website here.

What Mattress Is Best For You?

A mattress is a big investment for most households. This product quiz ensures it’s the best investment into your customer’s health. It asks questions about sleep patterns as well as customer preferences and expectations. You can replace all the images with your own as well as add your logo.

What Shade Of Red Lipstick Matches Your Skin Tone?

The human eye can see 99 shades of red. But there’s only one that’s perfect for each customer’s skin tone. This e-commerce product finder quiz helps match each website visitor with the best product that will make them look stunning and feel unstoppable. Grab this template below so you can add your own products.

Built-In Closet Designer With Custom Pricing

This template solves two common annoyances for builders: describing the construction project and customer expectations, and calculating a custom price quote automatically. It asks what materials, finishes, and colors the customer prefers, as well as the dimensions of the final product. The final price is calculated based on custom price tags attached to each service and material. If any of this resonates with you, you’ve found your perfect template.

If seeing these quizzes made you think, “That is awesome, but I don’t have the budget to freelance a developer to make it for me,” worry not. We’ll make an interactive product customizer together today. It will take about 10 minutes, and I’ll be using a free tool.

How To Make A Product Configurator: Step-By-Step-Tutorial

Making your own product configuration quiz is easier than you think. You don’t need any technical skills whatsoever. In this tutorial, we’ll be editing a template by adding our own questions and directing to our own products.

Pick an Editable Template

We’re going to log into involve.me, involve.me is the AI quiz funnel builder with built-in email automation, and it is what we will use to build this product configurator.
They have over 200 templates that are all editable. And when I say editable, I mean an HR intern can edit this. No coding skills or technical skills in general are not needed, it’s all drag & drop.

Adjust the Design to Match Your Brand

If you like the design, you’re all set, but if you’d like to change it, here’s where you can change the fonts, colors and backgrounds. You can even make the background transparent so if you decide to embed this in your website, it will blend right in.

Make Quiz Result Pages

Once you’re happy with the design you can move on to the content. The easiest way to start is from the end. It sounds counterproductive, but it’s really so much easier this way. Making the quiz result pages will help you ask better questions because you’ll have the end goal in mind.

To make these pages, all I need to do is click “plus” and I’ll have a blank page to start with. The design I chose is already there, so I don’t have to worry about that. I’ll just have to drag & drop a headline for the result name, some text with more info and a button where I can link my product.

I can also sell the product directly from this page so remove any friction. Just drag & this credit card thing here and select the payment options.

A cool thing about product quizzes that nobody mentions is that they are… quizzes. They have the same benefits and stats as, let’s say, BuzzFeed quizzes. You can leverage product finder quizzes to create viral loops through social media sharing. People love sharing their quiz results and they can share the results of this quiz as well.

To set up custom results sharing, add a social share element, click it, then here in “settings” you can write your own sharing text and upload your own sharing image.

That completes making the quiz results. Now let’s see how to make the questions.

Ask Your Questions

You can ask questions in many ways. Most people opt for Multiple Choice, because you just drag, drop and type. But you can also ask questions with images or gifs. If you have too many answers to choose from, go for Dropdown Select so it’s easier to skim.

Connect Questions to Outcomes

After you’ve finished your questions, let’s connect them to the quiz results. Click the question, scroll down to “map to outcome” and select the outcome. This is why it helps you name your outcome pages, so you can see what you’re connecting to what.

That’s how most people connect their questions and outcomes. However, if you want to get really specific about what outcomes to show, you can add points to your answers. Tick “individual score & calculation” and now you add more points to questions that are more important.

You can even add negative points for some answers. Again, most of you won’t need this, but if you do, now you know how.

Preview & Test

Once you’re done with your quiz, you can preview it on different devices. If the background doesn't look great on mobile, you go back in the editor and upload a separate one just for mobile screens.

Now, you can move on to the functionality. Click “try it”. This is your quiz how your audience will see it. Take your quiz, pick different answers and see what results you get.

Set Up Automated Follow Up Emails

Once you’re happy with that, hit “publish”. Here is where you can set up custom emails. This is great when you’re selling stuff directly in your quiz, because you can send payment confirmations. Or you can just use this to send quiz results. You can have different emails for different results.

Connect Facebook Pixel, Google Analytics or Google Tag Manager

You can connect your quiz to google analytics, Facebook Pixel or Google Tag Manager here. And you can send the data into your CRM or email system by setting up an integration.

You can set all of this up before you publish your quiz but also after, if you just need to have it live asap.

Once your quiz is live, you will get a link, a short link and embed code to insert your quiz into your website and a QR code. You can use all these to promote your quiz in whatever way works for you. On your website, in your emails, ads or social media.

Final Words

Product configurators have revolutionized the online shopping experience, making it more personalized, efficient, and satisfying for customers. With involve.me, the AI quiz funnel builder with built-in email automation, you can create your own product configurator, then automatically follow up with a tailored email sequence based on each shopper's answers, boosting both experience and sales.
Don't wait for the perfect moment, make it perfect by stepping up your online business with involve.me. Start creating your customizable product quiz today!