How To Make A Product Configurator

Making an online product configurator is the easiest way to create more happy customers. Especially with pricier, more personalized products, product finders can help customers find a product that’s perfect for them. How can you make a product configurator? Easier than you think. All it takes is an editable template where you can ask questions that help you determine what product to recommend.

What Is a Product Configurator?

A product configurator, also known as product configuration software, is a tool integrated on your website or linked to your social media that asks questions. Based on the customer requirements gathered from the answers to these questions, a product configurator can recommend the ideal product for each customer.

When talking about product configurators, people often imagine widgets that allow customers to build their own products from scratch. Like Ikea’s closet builder where you can build a custom closet wall like it’s online LEGO. That’s the highest, most advanced product configurator.

In an online shop, a product configurator lets shoppers customize a product to their exact specifications. They choose options such as color, size and material, and the price updates with every choice. That cuts choice overload and takes them to checkout with the product they want.

Benefits of Using Product Configurators

Many online stores now use product configurators, offering configured products that meet customer satisfaction.

Take Helix, for example. They have a product quiz configurator that identifies the best mattress based on your sleep pattern.

Similarly, Brooks Running uses a product configurator quiz to determine the best running shoe for your feet.

Curology, on the other hand, enables you to assemble a custom product that caters to your exact skincare needs.

These custom product configurator examples are different, but they all have one thing in common: they use a quiz format to ask questions and display results based on the answers.

Product finder quizzes are the simplest form of product configuration. They’re also the easiest to implement. Embracing product configurators like these brings a host of benefits to your online store, such as:

Personalized Shopping Experience

Firstly, these comprehensive product configuration platforms deliver a personalized shopping experience, enhancing the customer buying experience. Customers enjoy a tailored journey that addresses their specific needs, thus strengthening their connection with your brand. The more personalized the experience, the more memorable it becomes for customers, leading to stronger customer loyalty. Relevance also decides the sale: in Twilio’s 2025 survey of 7,640 consumers in 18 countries, 71% said they will walk away from a purchase if the experience doesn’t feel relevant.

Reducing Return Rates

Returns are a major cost in online retail: NRF and Happy Returns estimated that 19.3% of online sales would be returned in 2025. Configurable products take the guesswork out of buying. Customers gain a clear, precise understanding of the product, which aligns their expectations and eliminates the 'surprise factor' upon delivery. As a result, customers are more likely to be satisfied with their purchases, reducing the chances of returns.

Boosting Conversion Rates

The dynamic pricing feature, combined with the ability to choose from a variety of custom products, ensures that customers are no longer lost in the wide array of products; instead, they are presented with options that match their preferences. This level of convenience makes the buying process quicker and more efficient, boosting conversion rates. In our own account data, the median ecommerce and retail account on involve.me turned 23% of its funnel views into submissions as of October 2026.

Enabling Richer Data Collection

Each customer interaction with a 3D configurator or any other product configurator software provides a wealth of data. Analyzing customer insights helps businesses understand their customer behavior, resulting in improved marketing strategies and more effective product development.

Offering Brand Differentiation

Product configurators provide an interactive customer experience that sets your brand apart from competitors. This unique selling point can attract more customers and enhance your brand's image.

Streamlining Inventory Management

For businesses offering customizable products, product configurators help streamline inventory management. As customers 'build' their product, businesses gain better insight into which components or product versions are in demand, making inventory planning more efficient.

Product Configurator Examples (with Free Templates)

What exactly does a product configurator look like? Here are some examples, including those of complex products. Best part? All of these product configurator tools are free editable templates. You can change anything about them to match your brand, be it design or functionality. You can test them out and preview them on different screen sizes by clicking the “Get this template” button.

What Diet Is Best For You?

How does the template work? It asks a series of diet-related questions and directs people to the best diet based on their answers. You can link downloadable PDFs, coupon codes or different products on your website here.

What Mattress Is Best For You?

A mattress is a big investment for most households. This product quiz ensures it’s the best investment into your customer’s health. It asks questions about sleep patterns as well as customer preferences and expectations. You can replace all the images with your own as well as add your logo.

What Shade Of Red Lipstick Matches Your Skin Tone?

There are many shades of red, but there’s only one that’s perfect for each customer’s skin tone. This e-commerce product finder quiz helps match each website visitor with the best product that will make them look stunning and feel unstoppable. Grab this template below so you can add your own products.

Built-In Closet Designer With Custom Pricing

This template solves two common annoyances for builders: describing the construction project and customer expectations, and calculating a custom price quote automatically. It asks what materials, finishes, and colors the customer prefers, as well as the dimensions of the final product. The final price is calculated based on custom price tags attached to each service and material. If any of this resonates with you, you’ve found your perfect template.

If seeing these quizzes made you think, “That is awesome, but I don’t have the budget to freelance a developer to make it for me,” worry not. We’ll make an interactive product customizer together today. It will take about 10 minutes, and we’ll be using a free tool.

How To Make A Product Configurator: Step-by-Step Tutorial

Making your own product configuration quiz is easier than you think. You don’t need any technical skills whatsoever. In this tutorial, we’ll be editing a template by adding our own questions and directing to our own products.

Start From a Template or the AI Agent

We’re going to log into involve.me, the AI quiz funnel builder with a built-in CRM and email automation, and use it to build this product configurator.
It has 300+ templates that are all editable. And when we say editable, we mean an HR intern can edit them. No coding or technical skills are needed: it’s all drag & drop.

Prefer to skip the template? Build an AI product configurator instead: click “Create with AI” on your dashboard, add your website so the AI picks up your logo and colors, and describe the configurator you want. For example: “A configurator for custom kitchen cabinets that asks about room size, layout, finish and handles, recommends one of three cabinet lines and shows the estimated price.” involve.me’s AI funnel builder then creates the whole funnel, with pages, questions, design, calculations and outcome logic.

From there, tell the AI Agent in the editor what to change, such as another question or a new result page, and fine-tune the rest with the steps below. To start now, describe your product configurator in the box below, then add your website URL on the next screen.

Adjust the Design to Match Your Brand

If you like the design, you’re all set, but if you’d like to change it, here’s where you can change the fonts, colors and backgrounds. You can even make the background transparent so if you decide to embed this in your website, it will blend right in.

Make Quiz Result Pages

Once you’re happy with the design you can move on to the content. The easiest way to start is from the end. It sounds counterintuitive, but it’s really so much easier this way. Making the quiz result pages will help you ask better questions because you’ll have the end goal in mind.

To make these pages, all you need to do is click the “plus” icon in the page navigation and you’ll have a blank page to start with. The design you chose is already there, so you don’t have to worry about that. Just drag & drop a headline for the result name, some text with more info and a button where you can link your product.

You can also sell the product directly from this page to remove any friction. Just drag & drop the Collect Payments element here and select the payment options.

Payments run through Stripe, PayPal or Square. The price is either fixed or comes from the shopper's score or a calculation, so every configuration gets its own total. Collecting live payments is not on every plan.

A cool thing about product quizzes that nobody mentions is that they are… quizzes. They have the same benefits as, let’s say, BuzzFeed quizzes. You can leverage product finder quizzes to create viral loops through social media sharing. People love sharing their quiz results and they can share the results of this quiz as well.

To set up custom results sharing, add a social share element, click it, then here in “settings” you can write your own sharing text and upload your own sharing image.

That completes making the quiz results. Now let’s see how to make the questions.

Ask Your Questions

You can ask questions in many ways. Most people opt for Multiple Choice, because you just drag, drop and type. But you can also ask questions with images or gifs. If you have too many answers to choose from, go for Dropdown so it’s easier to skim.

Connect Questions to Outcomes

After you’ve finished your questions, let’s connect them to the quiz results. In an Answer-based Outcomes funnel, the type built for product recommendations, click the question and map each answer to the outcome it points to, or to “No outcome mapped” if it shouldn’t count towards any result. This is why it helps to name your outcome pages, so you can see what you’re connecting to what. Every answer needs an outcome or “No outcome mapped” before you can publish.

That’s how most people connect their questions and outcomes. However, if you want to get really specific about what outcomes to show, you can add points to your answers. Tick “Individual Score & Calculation” in the question’s options and give more points to the answers that matter most.

You can even add negative points for some answers. Again, most of you won’t need this, but if you do, now you know how.

Preview & Test

Once you’re done with your quiz, you can preview it on different devices. If the background doesn't look great on mobile, go back to the editor and upload a separate one just for mobile screens.

Now, you can move on to the functionality. Click the eye icon at the top right of the editor. This is your quiz as your audience will see it. Take your quiz, pick different answers and see what results you get.

Follow Up With an Email Automation Workflow

Once you’re happy with that, open the “Settings” tab and click “Create email sequence”. Email Automation opens with your configurator already set as the trigger funnel (not on every plan). Set the trigger to “Completed Submission” to start the workflow when a shopper finishes the configurator, or to “Payment Completed” if they buy on the result page. Then add the steps of your automation workflow:

• Send Email goes first, directly on the trigger, with the shopper’s result or payment confirmation. Type “@” to add their name, answers or outcome.

• Wait Time gives them a day or two before the next message.

• Conditional Logic splits the workflow by outcome, so each recommended product gets its own follow-up emails, such as care tips, matching accessories or a review request.

To skip the manual setup, open Email Automation in the main menu, click “Create workflow” and choose “Create with AI”. Pick the trigger and your configurator, describe the email sequence you want, and the steps, emails, wait times and branches come back ready to edit. For the copy itself, see how to write better automated follow-up emails.

Connect Tracking Tools and Integrations

Back in the “Settings” tab, under “Tracking & Scripts”, connect your quiz to Google Analytics, Google Tag Manager, Meta Pixel, LinkedIn Insight Tag or TikTok Pixel (some are not on every plan). To send the data into your CRM or email platform, set up an integration in the “Connect” tab.

You can set all of this up before you publish your quiz but also after, if you just need to have it live asap.

Once your quiz is live, you will get a link, a short link and embed code to insert your quiz into your website and a QR code. You can use all these to promote your quiz in whatever way works for you. On your website, in your emails, ads or social media.

Final Words

Product configurators have revolutionized the online shopping experience, making it more personalized, efficient, and satisfying for customers. With involve.me, the AI quiz funnel builder with a built-in CRM and email automation, you can create your own product configurator, then automatically follow up with a tailored email sequence based on each shopper's answers, boosting both experience and sales.
Don't wait for the perfect moment: make it perfect by stepping up your online business with involve.me for ecommerce. Start creating your customizable product quiz today!