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Matchly
Marketing

Settings reference

Most Matchly settings belong to a quiz. Open a quiz to change them. App-wide settings cover billing and API access.

Quiz details and status​

SettingWhat it does
Quiz titleThe name shown in the admin and on the quiz.
Quiz statusDraft or active. A draft quiz does not show on the storefront.
Access passwordOptional. Visitors must enter it before the quiz starts.

Appearance​

Background color, card background, text color, description color, primary font, quiz height (auto, 400px, 600px, 800px or screen height), answer colors and borders, selected answer colors, border radius and button text color.

Notification emails​

Turn on Email me on each submission to get an email for every response. Add one or more addresses, separated by commas. Leave it blank to use the store owner email. You can edit the subject and body, with placeholders for the quiz title, name, email and phone.

Welcome page​

Heading, short description, start button text, image layout, image fit and maximum width.

Questions and answers​

SettingWhat it does
Question typeThe kind of answer the shopper gives.
Required questionThe shopper cannot skip it.
Continue on selectMoves to the next question as soon as an answer is picked.
Option layoutHow answers are laid out, including a swipe layout.
Product tagsTags of the products this answer matches.
Extra ranking pointsPoints added to a product when this answer is picked.
Branch toThe next question, or skip to results.

Results page​

SettingWhat it does
Max productsHow many products the result shows.
CTA button textThe button on each product, for example Add to Cart.
Share resultsShows a button that shares a link to the recommendations.
Results policyStrict: matched products only. Best sellers: fill with your best sellers if nothing matches. Manual: show fallback products you pick.
Products per row, image height, image fit, price colorLayout of the product grid.

Outcome rules​

Force, boost or exclude products for a specific combination of answers. Rules run on top of the normal scored results and only apply once you publish. Each rule can show a reason to shoppers. See Weight an answer.

Display modes​

Set on the publish step:

  • Standalone page: a full-page quiz with no store header or footer.
  • In your store theme: the quiz inside your theme layout.
  • Theme app extension: add the Matchly block in the theme editor with your quiz slug.
  • Popup: opens as a modal from a button.
  • Floating button: a sticky button in the corner that opens the quiz.
  • HTML embed: a snippet for a Liquid file or a Custom HTML block.

App settings​

  • Billing: one plan, Basic, at $4/month or $40/year, with a free trial.
  • API access: read-only tokens. See API access.

Matchly does not sync leads to email marketing tools yet. Export responses or use the API.