Bucketing & segmentation

Not every lead deserves the same follow-up. Bucketing means sorting leads into groups — hot vs. cold, by budget, by interest — so each group gets the right message. Conversion Toolkit’s cleanest tool for this is the quiz.

The quiz is your segmentation engine

In a quiz/wizard, every multiple-choice answer can carry its own tag (the “Tag when chosen” field). So the answers a visitor picks become their segment.

The built-in Lead qualifier quiz wires this up out of the box:

Question	Answer → tag
What are you looking for?	Just exploring → intent-low · Comparing options → intent-mid · Ready to buy → intent-high
What’s your budget?	Under $1,000 → budget-low · $1,000–$5,000 → budget-mid · $5,000+ → budget-high
When do you want to start?	ASAP → timeline-now · This month → timeline-soon · Researching → timeline-later

A visitor picks up one tag per answer, so their combination of tags is their bucket. Then, in the platform, you act on the combinations that matter:

• intent-high and budget-high → your hottest bucket: instant call + sales task.
• budget-low → a long, educational nurture instead of a sales push.
• timeline-now → fast-track sequence.

Built for trust

Answer tags are decided on the server from your saved quiz — they can’t be faked by a visitor’s browser, and answering a step twice can’t double-stack a tag.

Bucketing with calculators

Calculators tag every lead the same (calculator-lead, calculator-result) and save the numbers to custom fields. There’s no automatic “if the result is over X, tag it high-value” in the app.

If you want value-based routing, do it in the platform off the saved custom field — but remember the value is stored as text (e.g. $2,134), so numeric “greater than” comparisons aren’t reliable. In practice: use the quiz for clean budget/intent bucketing, and use the calculator to capture the numbers for the conversation.

Bucketing with spin-to-win

Spin-to-win adds a spinner-win tag and writes the prize into the note. It doesn’t tag each prize differently, so treat all winners as one bucket (e.g. a “claim your code” sequence) and read the specific prize from the note when you need it.

What the app does not do (so you can plan around it)

• No branching or skip-logic in quizzes — every visitor sees every step, in order.
• No scoring/points — segment on tag combinations in the platform instead.
• No per-result range tags on calculators — capture the number, route in the platform.

Think of Conversion Toolkit as the part that labels each lead accurately and cleanly; the platform is where you turn those labels into journeys. See Workflows & email campaigns.