After completing the SmartSize AI Fit Recommender installation and onboarding wizard, you’re ready to create your first quiz and start providing size recommendations to customers. This guide covers essential next steps and initial configuration.

Immediate Next Steps

Create Your First Quiz

The most important step after installation is creating your first size recommendation quiz:

Access Quiz Creation

  1. From Onboarding - Click “Create your first quiz” button at end of setup
  2. From Dashboard - Navigate to Fit Quizzes > New Quiz
  3. Direct Access - Use the “New Quiz” button from any quiz page

Quiz Creation Essentials

You’ll need to configure several key components:

Basic Information:

  • Quiz Title - Descriptive name for internal reference
  • Status - Draft (for testing) or Active (live for customers)
  • Gender - Male, Female, or Unisex target audience

Garment Category:

  • Top - Shirts, blouses, jackets (chest + waist measurements)
  • Bottom - Pants, skirts, shorts (waist + hip measurements)
  • Both - Dresses, jumpsuits, full outfits (all measurements)
  • Custom - Advanced configuration for specialized products

Understanding the Dashboard

After installation, familiarize yourself with the SmartSize AI Fit Recommender interface:

Fit Quizzes:

  • Quiz List - View all created quizzes
  • Quiz Editor - Create and modify quizzes
  • Search and Filter - Find specific quizzes quickly

Linked Products:

  • Product Overview - See which products have quiz recommendations
  • Association Management - Control which quizzes appear on which products
  • Validation Tools - Ensure proper quiz coverage

App Setup:

  • Onboarding Access - Return to setup wizard if needed
  • Configuration Options - Advanced app settings

Dashboard Overview

The main dashboard provides key information:

  • Quiz Count - Total number of quizzes created
  • Active Quizzes - Currently live quizzes serving customers
  • Recent Activity - Latest quiz modifications and updates
  • Quick Actions - Direct access to common tasks

Essential Configuration Tasks

1. Set Up Your First Size Table

Prepare Your Size Data

Before creating the quiz, gather your size information:

Required Information:

  • Size Names - XS, S, M, L, XL or your custom sizing system
  • Measurement Ranges - Minimum and maximum values for each size
  • Measurement Types - Chest, waist, hip measurements as applicable
  • Units - Metric (cm) or Imperial (inches) based on your preference

Size Table Creation Process

  1. Choose Units - Select metric or imperial measurements
  2. Enable Measurements - Choose which body measurements to include
  3. Add Sizes - Create size entries with measurement ranges
  4. Set Size Order - Arrange from smallest to largest
  5. Confirm Order - Validate size progression before saving

Imperial Measurement Support

SmartSize AI Fit Recommender provides special support for imperial measurements:

  • Fraction Input - Enter 34.5 inches, displays as 34½"
  • Quarter Increments - Supports ¼, ½, ¾ fractional measurements
  • Automatic Formatting - Converts decimals to proper fractions
  • Easy Data Entry - Copy-paste from spreadsheets with automatic parsing

Product Association Methods

Connect your quiz to relevant products using multiple methods:

By Collections:

  • Most Popular - Link quiz to entire product collections
  • Automatic Coverage - All products in collection get the quiz
  • Easy Management - Add/remove products by managing collections

By Product Tags:

  • Flexible Tagging - Use existing or create new product tags
  • Granular Control - Tag specific products for quiz inclusion
  • Dynamic Updates - Products automatically included when tagged

By Product Type:

  • Category Matching - Link to all products of specific type
  • Bulk Association - Cover multiple products with single setting
  • Consistent Application - All products of same type get same quiz

By Vendor:

  • Brand-Based - Associate quiz with specific vendors/brands
  • Multi-Brand Support - Different sizing for different brands
  • Vendor-Specific Sizing - Handle brand-specific size variations

Direct Product Selection:

  • Precise Control - Choose exact products for quiz
  • Product Picker - Shopify’s built-in product selection interface
  • Individual Management - Fine-grained control over quiz associations

Association Strategy

Choose the method that best fits your store structure:

  • Small Catalogs - Direct product selection for precise control
  • Organized Collections - Collection-based linking for structured catalogs
  • Tag-Based Systems - Tag association for flexible product grouping
  • Multi-Brand Stores - Vendor-based linking for brand-specific sizing

3. Configure Quiz Logic

Condition Logic (ALL vs ANY)

Control how product associations work together:

ALL Conditions (Restrictive):

  • Product must match ALL selected criteria
  • More specific targeting
  • Fewer products matched
  • Use when you need precise product selection

ANY Conditions (Inclusive):

  • Product matches if it meets ANY selected criteria
  • Broader product coverage
  • More products matched
  • Use for maximum quiz coverage

Priority Settings

When products match multiple quizzes:

  • Lower Numbers = Higher priority (1 is highest priority)
  • Conflict Resolution - Higher priority quiz takes precedence
  • Fallback Logic - Lower priority quizzes as backup options
  • Strategic Planning - Plan quiz hierarchy for your product catalog

4. Test Your Quiz

Draft Mode Testing

Before activating your quiz:

  1. Save as Draft - Keep quiz in draft status during testing
  2. Preview Function - Test quiz functionality without making it live
  3. Measurement Testing - Enter various measurements to verify recommendations
  4. Size Range Validation - Ensure all sizes can be recommended appropriately

Test Scenarios

Validate your quiz with different test cases:

Boundary Testing:

  • Smallest Size - Enter measurements for your smallest size
  • Largest Size - Test measurements for your largest size
  • Between Sizes - Test measurements that fall between size ranges

Edge Cases:

  • Outside Ranges - Test measurements outside your size table
  • Perfect Matches - Test measurements that exactly match size ranges
  • Partial Matches - Test when some measurements fit, others don’t

Understanding Key Concepts

Quiz Terminology

Essential Terms

  • Quiz - Complete size recommendation configuration for a product category
  • Size Table - Collection of sizes with their measurement ranges
  • Associations - Connections between quizzes and products
  • Priority - Ranking system for handling quiz conflicts
  • Measurements - Body dimensions used for size recommendations

Status Levels

  • Draft - Quiz is being developed and isn’t visible to customers
  • Active - Quiz is live and providing recommendations to customers

Measurement System

Supported Measurements

  • Chest/Bust - Upper body circumference measurement
  • Waist - Midsection circumference measurement
  • Hip - Lower body circumference measurement

Measurement Requirements

  • At Least One - Must enable at least one measurement type
  • Category Logic - Garment categories auto-enable appropriate measurements
  • Custom Control - Custom category allows any measurement combination

Recommendation Algorithm

How Recommendations Work

  1. Customer Input - Customer enters their body measurements
  2. Algorithm Processing - SmartSize AI Fit Recommender analyzes measurements against size table
  3. Best Fit Calculation - Algorithm determines optimal size recommendation
  4. Result Display - Customer receives size recommendation with explanation

Common First-Time Tasks

Product Preparation Checklist

Before creating quizzes, ensure your products are properly set up:

✅ Size Variants - Products have size variants configured in Shopify
✅ Collections - Products organized into logical collections
✅ Tags - Relevant tags applied for product categorization
✅ Types - Product types set appropriately
✅ Vendor Information - Vendor/brand information completed

Quiz Planning Worksheet

For each quiz you plan to create:

✅ Target Products - Which products will use this quiz?
✅ Size System - What sizes do these products use?
✅ Measurements - Which body measurements affect fit?
✅ Units - Metric or imperial measurement preference?
✅ Customer Audience - Male, female, or unisex target?

Testing and Validation

After creating your first quiz:

✅ Functionality Test - Click quiz button on product page
✅ Measurement Test - Enter test measurements and verify recommendations
✅ Mobile Test - Check quiz works properly on mobile devices
✅ Browser Test - Test in different web browsers
✅ Styling Verification - Confirm branding matches your store design

Next Steps and Advanced Features

Immediate Priorities

  1. Create Core Quizzes - Set up quizzes for your main product categories
  2. Test Thoroughly - Validate all quizzes before activating
  3. Monitor Performance - Check that recommendations are working as expected

Future Enhancements

Once comfortable with basic functionality:

  • Advanced Features - Explore custom categories and strictness settings
  • Multiple Quizzes - Create specialized quizzes for different product lines
  • Optimization - Fine-tune recommendations based on customer feedback
  • Analytics - Monitor quiz performance and customer usage patterns

Getting Help

If you need assistance:

  • Documentation - Comprehensive guides available in this documentation
  • Support Options - Contact support through the app interface
  • Community - Connect with other merchants using SmartSize AI Fit Recommender
  • Best Practices - Learn from successful implementation examples

By completing these first steps, you’ll have a fully functional size recommendation system that helps customers find their perfect fit while reducing returns and increasing satisfaction in your store.