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How to create successful marketing and sales exams

Fri 26th Dec 2025< Back to Blogs and Tutorials

Using a professional testing tool like ClassMarker isn't just for teachers and HR managers. For business owners, it is a powerful "top-of-funnel" tool that transforms passive website visitors into qualified leads and educated customers.

Here is a step-by-step guide on how to configure ClassMarker to create promotional exams that drive sales.

Why ClassMarker for Sales?

ClassMarker offers a level of professional branding and "logic-based" feedback that standard survey tools lack. When a customer takes a "Professional Proficiency Test" on your site, they perceive it as more valuable than a simple quiz.

Step 1: Design for "The Gap"

Before you touch the software, you must decide what the exam proves. Your goal is to reveal a knowledge gap that your product fills.

  • If you sell Skincare: A "Skin Health Diagnostic."

  • If you sell SaaS: A "Workflow Efficiency Audit."

  • If you sell Coffee: A "Barista Knowledge Certification."

Step 2: Setting up ClassMarker for Public Access

To use ClassMarker for marketing, you don't want to manually register every user. You need to use the "Link" access method.

  1. Create your Test: Go to the "Tests" section and build your questions.

  2. Assign the Test: Assign the test to a "Link." This gives you a unique URL that you can put on your website or social media.

  3. Capture customer details: In the link settings, capture Name, Email, Phone number. This acts as your Lead Magnet to follow up with them later.

Step 3: Embedding the Exam on Your Website

Embedding the exam in your website, means you can keep customers in your ecosystem.

  • Go to the Link Settings: Look for the "Embed" option.

  • Copy the Iframe Code: Paste this into your website's HTML (works on WordPress, Shopify, Squarespace, etc.).

  • Visual Customization: Use ClassMarker's "Themes" to match the colors and fonts of the exam to your brand. A seamless look increases trust and completion rates.

Step 4: Automating the Sale (Integration)

Don't let your leads sit in ClassMarker. Use, Email, Zapier or ClassMarker's Webhooks to send the user's score and email to your CRM (like Mailchimp, HubSpot, or Klaviyo).

  • Email 1 (Instant): "Congrats on your score! Here is the link to the product we recommended."

  • Email 2 (24 Hours later): "Still struggling with [Question they got wrong]? Here is a video explaining it."

ClassMarker turns your marketing from "pushy" to "helpful." By testing your audience, you provide them with value (self-knowledge) while positioning your product as the logical solution to their newly discovered needs.

Sign up and get started with ClassMarker Today.

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