How Eversio Wellness Built an Education-First Quiz with 86% Completion and 70% Opt-In
Trust is hard to earn in a complex category. Eversio Wellness built it with an education-first quiz that guides, educates, and personalizes—powered by Octane AI.
About Eversio Wellness
Eversio Wellness creates premium, therapeutic-grade functional mushroom extracts—the kind of supplements that go beyond quick trends and actually help customers live better. But as their community grew, a challenge emerged: Most people didn't know where to start.
"Functional mushrooms are different," says Desiree, licensed naturopathic physician and ND advisor for Eversio Wellness. "They're not like magnesium or zinc, where people already understand the use. Customers had questions like, Which one is right for me? How do I take it? We needed to give them a confident place to begin."
Company Info
The Challenge
Eversio didn't start out with Octane AI. The team originally launched their quiz on a different platform, and early on, it did what they needed. But as they grew, the limitations became clear.
The Solution
With Octane AI in place, Eversio's quiz became easier to manage and easier to scale. The quiz now lives directly on their Shopify site and follows a simple structure designed to avoid decision fatigue.
Native Shopify Integration
The quiz now lives directly on Eversio's Shopify site with 12 questions total: 11 health-related questions that help customers identify the right functional mushrooms based on their goals, followed by a final question about preferred supplement format.
Direct Klaviyo Integration
Quiz responses flow directly into Eversio's existing marketing stack, giving the team a clean foundation to build education and follow-up without developer support or Zapier maintenance.
Education-First Design
Questions designed to meet a real knowledge gap
Evergreen Core Quiz
Stable experience that continues to meet consistent needs
Zero-Party Data
Every response powers targeted, goal-driven education
Trust Before Selling
Education always comes before pushing products
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The Full Story
The team wanted a solution that simplified discovery, educated shoppers, and instantly connected the right mushrooms to the right needs.
“We originally weren't with Octane AI from the beginning. We didn't know Octane AI existed.”
–Desiree, ND Advisor, Eversio Wellness
Making the Switch to Octane AI
Behind the scenes, the workflow is centralized. Quiz responses flow directly into Eversio's existing marketing stack, giving the team a clean foundation to build education and follow-up without developer support.
Because the data is structured and reliable, the team can create new flows around specific goals like energy, sleep, or hormones without rebuilding the quiz itself. Instead of maintaining integrations or troubleshooting tools, Eversio can focus on refining education and supporting customers as their needs evolve.
“We've got, I believe, 11 questions within our quiz, and they're health-related questions. We had to make sure the questions were specific and short so there wasn't decision fatigue.”
–Desiree, ND Advisor, Eversio Wellness
What once required workarounds now fits naturally into Eversio's existing workflow, making the quiz simpler to run and easier to build on over time.
Why Eversio Wellness' Quiz Works: An Education-First Strategy
Eversio Wellness's quiz succeeds not because it's flashy, but because it's intentional. Every part of the experience is designed to reduce overwhelm, personalize education, and meet customers exactly where they are.
1. The Quiz is Designed to Meet a Real Knowledge Gap
Functional mushrooms can support many different health goals, which makes them powerful but also confusing. Their quiz focuses on health-related questions that help customers narrow their options without feeling boxed in.
“Functional mushrooms have so many benefits—it's not like we're just a sleep company. It can support literally any health benefit that you're looking for.”
–Desiree, ND Advisor, Eversio Wellness
2. An Evergreen Core Quiz Keeps the Experience Simple
Rather than constantly changing the quiz, Eversio treats it as an evergreen foundation. The core experience stays the same because it continues to meet a consistent need: helping customers figure out where to start.
“We don't necessarily optimize and change the quiz. Our quiz is evergreen, and it stays the same because it's really meeting a need and filling a gap for people.”
–Desiree, ND Advisor, Eversio Wellness
3. Zero-Party Data Powers Targeted Education, Not Noise
Every quiz response is passed into Klaviyo as a custom property, allowing Eversio to tailor education based on what each customer actually cares about.
If a customer indicates interest in energy support, they receive education specific to that goal, including why certain mushrooms help, relevant studies, and community testimonials, rather than generic messaging.
4. Education Always Comes Before Selling
For Eversio Wellness, the quiz isn't about pushing products. It's about helping customers understand their options so they can make confident decisions, especially in a category that can feel unfamiliar at first.
“We never want to be seen as salesy. Marketing is just education. Educating people about why you think your brand is awesome and how it can help people.”
–Desiree, ND Advisor, Eversio Wellness
That mindset shapes every follow-up. The goal isn't to flood inboxes, but to provide targeted information that feels genuinely helpful.
The Results
That education-first approach shows up in how customers engage with the quiz and what they do after receiving their recommendations.
Showing strong alignment between traffic and intent
Even with health-related questions
Customers trusted the recommendations enough to buy
Strong foundation for continued education and follow-up
"We never want to be seen as salesy. Marketing is just education. Educating people about why you think your brand is awesome and how it can help people."
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