Form · Lead generation

Product recommendation form template

The questions a good shop assistant asks, in the order they ask them. Intended use comes first, then a ranking of what matters most, so a tie between two products is easy to break. Gift buyers are asked who the gift is for and by when, and people who want a call rather than an email give a number, while everyone else skips it.

12 questions~4 min to answer2 branches
product recommendation formpersonal shopperproduct findergift recommendationbranching
Use this template

Try it live

Try it as a respondent

Every question, and where it leads

The conversation

What a respondent is asked, in order.

Not sure what to choose? Answer a few questions and one of our team will send you a personal recommendation.

1

What are you looking for?

Long text · required
2

Who is it for?

Single select · requiredsplits the flow
3

Tell us a little about them: age, interests, anything they already have

Short text · requiredif for whom is Someone else, as a gift
4

When do you need it by?

Date · optionalif for whom is Someone else, as a gift
5

How will it mostly be used?

Multi select · required
6

Put these in order of what matters most to you

Ranking · required
7

How familiar are you with this kind of product?

Opinion scale · optional
8

What's the most you'd like to spend?

Number · optional
9

Anything you definitely don't want? A brand, material, colour or size.

Short text · optional
10

Where should we send your recommendation?

Email · required
11

Would you like a quick call to talk it through as well?

Yes / No · requiredsplits the flow
12

What number should we call?

Phone · requiredsometimes asked

Ends with

Thanks, we're on it 🛍️

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

What this template uses

  • Long text
  • Single select
  • Short text
  • Date
  • Multi select
  • Ranking
  • Opinion scale
  • Number
  • Email
  • Yes / No
  • Phone
  • 4 branches

Questions to consider

  • Which products could you recommend? Make sure the use and priority options separate them from each other.
  • Is budget a number people will happily give, or would ranges feel less exposing for your customers?
  • Do you sell many gifts? If not, remove the gift branch.
  • Who writes the recommendations, and how quickly can they reply?

How to use the responses

Start from the top-ranked priority, then use the budget to narrow the list, and name one clear pick with a short reason tied to their answers. Add a second option only when two products are genuinely close. Reply first to gift buyers with a near date. Every few weeks, look at which requests you could not fill well; they point at gaps in your range.

How to customize and share it

  1. 1Rewrite the use options, the ranking items and the currency to match what you sell.
  2. 2Edit the ending with the reply time your team can keep.
  3. 3Embed the form on product pages or share the link from your chat and social profiles, then answer requests from the dashboard.

Frequently asked questions

What should a product recommendation form ask?

What the person is looking for, who it is for, how it will be used, what matters most, their budget and anything they want to avoid. Those answers are enough to suggest one good product.

Is this a quiz that picks a product automatically?

No. It collects needs so a person on your team can reply with a considered recommendation. If you want automatic results, a product recommendation quiz is the better fit.

Why use a ranking question for priorities?

Ask people to rate everything and they rate everything as important. Ranking forces a choice, which is exactly what you need to decide between two similar products.

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Ask like a person. Watch them finish.