Using Product Finder in HeadQ

Help customers find the right product every time.

HeadQ Product Finder is an interactive, question‑based tool that guides buyers through a short set of tailored questions and then shows only the products—or even full configurators—that match their answers. By removing guesswork, Product Finder keeps visitors engaged and shortens the path to a quote or checkout.

Before you start

1. Create the products and/or configurators you want to recommend. Product Finder can surface both regular products and HeadQ configurators. Make sure they already exist and are active before you begin linking them.

2. List the key attributes you’ll ask about (e.g., size, use case, industry). Having them ready will speed up building the questions.

Where to find Product Finder

Products  →  Product finders

Open Products → Product finders to see all existing finders. Click New product finder to start building a new one.

Creating a new Product Finder

1. Go to Products → Product finders.

2. Click New product finder.

3. Enter a clear Name, then click Create.

The Product Finder builder opens automatically.

The builder at a glance

• Left sidebar: Add new questions (single option, multiple options).
• Centre preview: Live preview of what visitors will see on your site.
• Right sidebar: Edit the selected question: Title, Subtitle, options (when you have created questions), and the products/configurators that should be shown when the answer matches. From the right sidebar, you can also find design options for the Product finder.

Saving & testing

Changes save automatically. Use Preview (top‑right) to test the full flow without leaving the builder.

Publishing your Product Finder

1. Click Publish in the top‑right corner.

Copy the embed script or URL link to CTA and place it on any website.

Adding questions

To build your Product Finder flow, you'll add one question at a time using the left sidebar of the builder.

1. Click the “+” icon to add a new question.

2. Choose the question type:

   • Single option (user selects one)

   • Multiple options (user can select several)

Once selected, a new question “page” is created. You can then define:

• Question: The main question text shown to the user.

• Question description: Optional subtext providing context or instructions.

• Background media: Add an image or background visual to enhance the question screen.

• Answers: Define the answer options the user will select from.

  

For each answer option, you can define:

• Add more Answers (by clicking +)

• Answer text: The label the user will see and click.

• Alternative background media: Override the page background when this option is selected.

• Details: Additional description or tooltip-style content, similar to product and configurator option details.

• Conditions: Select which product/configurators match this answer.

Each question and answer can be visually enriched and conditionally shown, allowing you to create dynamic, branching logic that tailors the experience to the user's inputs.

How result logic works

The Product Finder uses a step-by-step filtering logic based on user responses:

• For each option in every question, you define which products or configurators are relevant to that answer.

• These mappings are essential—only options that have linked products/configurators will influence what’s shown in the results.

• With each new answer, the Product Finder filters down the list to show only the items that match all previous selections.

This progressive narrowing ensures users are only shown products that match their specific needs.

Product vs. Configurator view

For each item shown in the results, you can decide:

• Whether the item is a product or a full configurator.

• Whether the user should:

  • Configure directly within the Product Finder view, or

  • Be redirected to a product detail or landing page (via URL).

This makes it easy to either guide users through a streamlined quote experience or hand them off to your existing site structure when more detail is needed.

Product Finder results

The final screen of the Product Finder journey is the results page, where matched products or configurators are shown to the user. You can customize this page to match your brand and guide users effectively.

On the results page, you can define:

• Title: The main heading is displayed at the top of the results.

• Subtitle: Supporting text that can explain what’s being shown or guide next steps.

• Background image: A visual background for the page to create a more polished experience.

In addition to the layout and content, this is where you also configure:

• Call-to-actions (CTAs) for each product/configurator card are shown in the results.

• Empty search result page settings, including:

  • The fallback message if no products match.

  • A Restart button label.

  • An optional CTA to redirect users elsewhere (e.g. contact form or general catalog).

All of these settings help make the final step in the Product Finder clear, helpful, and conversion-friendly.

Call-to-actions (CTAs) on the result card

Each product or configurator shown at the end of the Product Finder flow includes a result card. You can define up to three separate call-to-action buttons on each card:

1. Primary CTA: Product or Configurator

   • This is the core action—either:

     • Link to a configurator directly embedded in the Product Finder, or

     • Redirect the user to a specific product or configuration page.

   • Choose whether this action leads to a Request for Quote or a direct Purchase, depending on your HeadQ setup.

2. Secondary CTA

   • Optional button linking to an external or internal page—e.g. a dedicated product page or datasheet.

3. Tertiary CTA

   • Another optional action, such as linking to a contact page, documentation, or support portal.

Each CTA can have its own label, icon, and target URL. This gives you flexibility to match your sales funnel or content structure and help users take the next step with confidence.

No matching results – fallback options

Sometimes a user’s responses won’t match any of the products or configurators you’ve linked. In this case, the Product Finder will display a “no results” page. You can customize what happens next:

• Empty search result message
  Define the message text shown when no matching products are found. This helps reassure the user and suggest alternative next steps.

• Restart button
  Define the label text for a Restart button that allows the user to go back and try different answers.

• Optional CTA
  You can also define an optional call-to-action, such as:

  • Linking to a contact page,

  • Showing a general product catalog,

  • Or redirecting to a help page or support chat.

These fallback actions ensure users aren’t left at a dead end and can continue their journey even when no exact match is found.

Translations

Product Finder supports multilingual setups in the same way as other tools in HeadQ.

• All questions, option labels, messages, and CTAs can be translated into multiple languages.

• Translations follow the language configuration you’ve set up elsewhere in your HeadQ account.

To manage translations:

1. Open your Product Finder in the builder.

2. Click the three-dot menu in the top-right corner.

3. Select “Translate”.

From there, you’ll see all supported languages and can enter translations for each field.