Control when your size recommendation quizzes become available to customers using SmartSize AI Fit Recommender’s status management system. Proper status management ensures quizzes are thoroughly tested before going live and can be safely updated without affecting customer experience.

Quiz Status Options

SmartSize AI Fit Recommender uses a simple two-status system to manage quiz lifecycle and customer visibility.

Draft Status

Purpose: Development and testing phase

  • Customer Visibility: Hidden from all customers
  • Admin Access: Full editing capabilities
  • Testing: Safe environment for configuration changes
  • Default State: All new quizzes start as Draft

Active Status

Purpose: Live production deployment

  • Customer Visibility: Visible to customers on associated products
  • Admin Access: Limited editing to prevent customer disruption
  • Testing: Changes require careful consideration
  • Production State: Customer-facing quiz ready for recommendations

When to Use Each Status

Keep Quiz as Draft When:

  • Initial Setup: Configuring quiz for the first time
  • Testing Phase: Verifying measurements and size recommendations
  • Major Updates: Making significant changes to existing quiz
  • Seasonal Preparation: Preparing quizzes for upcoming product launches
  • Quality Assurance: Final review before customer release

Change to Active When:

  • Configuration Complete: All settings verified and tested
  • Size Chart Ready: Measurements properly configured and validated
  • Product Associations Set: Quiz linked to appropriate products
  • Testing Passed: Quiz provides accurate size recommendations
  • Ready for Customers: Quiz meets quality standards for public use

Status Transition Workflow

Draft to Active Checklist

Before activating a quiz, verify all requirements are met:

Required Configuration:

  • ✅ Quiz title is descriptive and appropriate
  • ✅ Gender selection matches target products
  • ✅ Garment category is correctly configured
  • ✅ Size table has at least one size defined
  • ✅ Measurements are accurate and in correct units

Product Integration:

  • ✅ Product associations are configured
  • ✅ Collections or filters are set up if needed
  • ✅ Quiz appears on intended product pages
  • ✅ Button displays correctly in theme

Testing and Validation:

  • ✅ Quiz provides accurate recommendations for test measurements
  • ✅ All measurement inputs work correctly
  • ✅ Error handling functions properly
  • ✅ Mobile and desktop experience tested

Active to Draft Process

Sometimes you may need to revert an Active quiz to Draft:

Common Reasons:

  • Major sizing chart updates needed
  • Customer feedback indicates accuracy issues
  • Seasonal product changes require quiz modifications
  • Integration problems need troubleshooting

Impact of Reverting:

  • Quiz immediately becomes invisible to customers
  • Existing customer data remains preserved
  • Analytics continue tracking (no data loss)
  • Can safely make changes without customer impact

Status Impact on Functionality

Draft Mode Capabilities

Full Configuration Access:

  • Edit all quiz settings without restrictions
  • Modify size tables and measurements
  • Change product associations
  • Update gender and category settings
  • Test different configurations

Preview and Testing:

  • Quiz appears in Shopify theme customizer (design mode)
  • Admin can test functionality
  • Size recommendations can be verified
  • No customer interaction or data collection

Active Mode Capabilities

Production Environment:

  • Quiz visible to customers on associated products
  • Collects customer measurement data
  • Provides size recommendations
  • Contributes to analytics and reporting

Limited Editing:

  • Basic settings (title, description) can be modified
  • Product associations can be updated
  • Minor measurement adjustments possible
  • Major changes should be done carefully

Customer Experience by Status

Draft Status - Customer View

  • Product Pages: No quiz button appears
  • Search Results: Quiz not available
  • Mobile/Desktop: Completely hidden
  • Customer Impact: No disruption to shopping experience

Active Status - Customer View

  • Product Pages: Quiz button visible and functional
  • Recommendation Flow: Full measurement collection available
  • Size Suggestions: Real-time recommendations provided
  • Customer Impact: Enhanced shopping experience with size guidance

Managing Multiple Quiz Status

Strategy for Multiple Quizzes

When managing several quizzes, coordinate status changes strategically:

Phased Rollout:

  1. Keep new quizzes in Draft while testing
  2. Activate one product line at a time
  3. Monitor performance before activating additional quizzes
  4. Maintain some Draft quizzes for future seasons

A/B Testing Approach:

  • Create duplicate quizzes with different configurations
  • Test one as Active, keep alternative as Draft
  • Compare performance metrics
  • Switch based on results

Priority System for Active Quizzes

When multiple Active quizzes could apply to the same product:

Priority Factors:

  1. Most Recent: Newer quizzes take precedence
  2. Most Specific: Product-specific associations override general ones
  3. Highest Engagement: Better-performing quizzes prioritized

Status Management Best Practices

Development Workflow

Recommended Process:

  1. Create as Draft: Start all new quizzes in Draft status
  2. Configure Thoroughly: Complete all settings while in Draft
  3. Test Extensively: Verify accuracy with known measurements
  4. Gradual Activation: Activate for small product subset first
  5. Monitor and Adjust: Watch performance after activation

Quality Control

Before Activation:

  • Test quiz with multiple customer scenarios
  • Verify size recommendations against known correct sizes
  • Check quiz performance on mobile devices
  • Ensure proper integration with your theme
  • Review all error messages and edge cases

Maintenance Strategy

Regular Review Schedule:

  • Weekly: Check Active quiz performance metrics
  • Monthly: Review customer feedback and return rates
  • Seasonally: Update measurements for new product lines
  • Annually: Comprehensive audit of all quiz configurations

Draft Quiz Analytics

Available Metrics:

  • Configuration completion status
  • Testing activity (admin usage)
  • Validation results
  • Readiness indicators

Active Quiz Analytics

Performance Metrics:

  • Customer engagement rates
  • Size recommendation accuracy
  • Conversion impact
  • Return rate improvements

Status Change Tracking

Historical Data:

  • Activation dates and times
  • Performance before/after activation
  • Status change reasons and outcomes
  • Long-term quiz evolution

Troubleshooting Status Issues

Issue: Quiz Not Appearing for Customers

Possible Causes:

  • Quiz status is still Draft
  • Product associations not configured
  • Theme integration problems
  • Conflicting Active quizzes

Solutions:

  1. Verify quiz status is Active
  2. Check product association settings
  3. Review theme block configuration
  4. Resolve quiz priority conflicts

Issue: Quiz Disappeared from Product Pages

Possible Causes:

  • Status accidentally changed to Draft
  • Product associations removed
  • Quiz deactivated due to errors
  • Theme customization changes

Solutions:

  1. Check current quiz status
  2. Verify product linking configuration
  3. Review recent changes to quiz settings
  4. Check theme block settings

Issue: Cannot Edit Active Quiz

Symptoms:

  • Settings appear locked or read-only
  • Changes don’t save properly
  • Error messages about active status

Solutions:

  1. Temporarily revert to Draft for major changes
  2. Use duplicate quiz for testing new configurations
  3. Make incremental changes in Active mode
  4. Plan maintenance windows for significant updates

Status Transition Automation

Scheduled Activation

Use Cases:

  • Product launch coordination
  • Seasonal quiz updates
  • Campaign-specific sizing
  • Time-sensitive promotions

Planning Process:

  1. Prepare quiz in Draft mode
  2. Complete all testing and validation
  3. Schedule activation to coincide with product launch
  4. Monitor activation for immediate issues

Conditional Status Changes

Automated Triggers:

  • Low performance metrics → suggest Draft review
  • High error rates → automatic Draft reversion
  • Customer complaints → status review alerts
  • Seasonal changes → activation reminders

Next Steps

After configuring status management:

  1. Set Up Size Tables - Define measurements for your configured quiz
  2. Configure Product Linking - Associate your Active quiz with products
  3. Monitor Performance - Track your Active quiz performance
  4. Optimize Settings - Improve quiz effectiveness over time

Having trouble with quiz status management? Check our troubleshooting guide for solutions to common status-related issues.