Prepare a product-knowledge refresher by setting correct answers, point values, answer feedback, and when results are released.
Key takeaways
- Prepare the refresher quiz by making four distinct editorial decisions before sharing the link with your team.
- The first decision is setting the correct answers and allowed selections.
- The second decision involves choosing point values.
- The third decision is determining what answer feedback the rep can see.
- The fourth decision is releasing results and reviewing gaps.
How should a sales manager prepare and review a product-knowledge refresher quiz?
Prepare the quiz by making four named editorial decisions: set the correct answers and allowed selections, choose point values, decide what answer feedback the rep can see, and release results to review gaps. These four checks are this article’s organizing choices, not a tested certification standard. Use your own approved product material for question content, and keep the quiz separate from a self-reported confidence poll or an opening-call certification. A scored knowledge check tells you which product facts a rep missed; it does not prove the rep can run discovery, handle objections, or conduct a demo. When you build the quiz, note that your quiz is saved automatically while you create it, according to Microsoft. This automatic save applies to the specific product named in that documentation; do not assume other tools behave the same way. Keep the four decisions distinct from any vendor tutorial examples, which are illustrations of settings, not recommended sales pass marks. The goal is a repeatable review step that surfaces knowledge gaps after a product change, so you can plan follow-up coaching with concrete evidence rather than guesswork.
Set the correct answers and allowed selections
Start by opening your manager-approved product notes. Do not draft questions from memory or from a rep’s guess about what changed. Pull the specific feature update, pricing shift, or workflow change that your team needs to know. For each question you write, identify the single correct answer or the exact set of correct answers based on those approved materials. This step separates a scored knowledge check from a self-reported confidence poll. A confidence poll asks how sure a rep feels; a scored check asks if they know the fact.
Once you have the correct answer, define the selection rules for the question. In "Create a quiz with Microsoft Forms | Microsoft Support," the documentation states: "You can also choose to make a question required or allow multiple choices for a question by changing the settings at the bottom of the question." according to Microsoft.
Consider the constraint when multiple answers are correct. In "Quizzes | SurveyMonkey," the documentation provides a specific example: "For example, if there are two correct answers to the question, you should require that respondents select exactly 2 choices." according to SurveyMonkey. It forces a binary outcome: they selected the exact correct set, or they did not. This is distinct from a scenario where any subset of correct answers might be acceptable. For a product knowledge refresher, precision is usually the goal. If the product change added two new features, the rep must know both. Allowing them to pick only one would mask a gap in their understanding.
When using "Create & grade quizzes with Google Forms - Google Docs Editors Help," the process is straightforward. The documentation instructs: "Choose the answer or answers that are correct." according to Google. This step is where you mark the valid options. The tool then uses these marks to grade the response.
Choose point values without inventing a pass mark
Assigning points is a mechanical step in building the quiz, not a place to invent a sales certification threshold. You must separate the tool’s scoring mechanics from your own coaching standards.
In the top right of the question, choose how many points the question is worth, according to Google. This control allows you to weight specific questions differently based on their importance to the product change. The documentation for "Create & grade quizzes with Google Forms - Google Docs Editors Help" describes this setting as a direct input for the question value.
The typical point value for a correct answer is 1, but you can assign more than 1 point to any answer choice, according to SurveyMonkey. This rule from "Quizzes | SurveyMonkey" establishes that the base unit is flexible. For example, you can assign 2 points to the best answer, and 1 point to the answer choice you want to give partial credit for, according to SurveyMonkey. This specific 2/1-point structure is an example of how to handle partial credit, not a recommended standard for sales proficiency.
After adding all the questions, assign points to the correct answer options, according to Tally. The documentation titled "Build and personalize your own quiz in minutes, for free." places this step after the question content is finalized. In this example, choosing the correct answer ('Tiny shrimps') will add 10 points to the score, according to Tally. This 10-point value is a specific instance from the tutorial, illustrating how a single question can carry significant weight in the total score.
In this example, we show the respondent the first 'Thank you' page if the score is 15 or higher and the second 'Thank you' page if the score is lower than 15, according to Tally. This 15-point threshold is used in the documentation to demonstrate how to route respondents to different end pages based on their total score. It is a technical example of conditional logic, not a validated pass mark for software sales teams.
Do not treat these vendor examples as a universal standard for sales certification. The 1-point, 2-point, 10-point, and 15-point figures are specific to the tutorials provided by the respective platforms. Your job is to decide which questions matter most for the product change and assign points accordingly. If a question addresses a critical new feature, you may assign it more points than a question about a minor UI tweak. The tool records the points you assign; it does not tell you what a "good" score looks like for your team.
Illustrative example of four quiz settings
Four questions cover one change. They are worth 1, 2, 2, and 10 points. One question worth 2 points has two correct choices and requires both. A score of 15 means every point was earned.
Decide what answer feedback the rep can see
When you build the quiz, you control exactly what the rep sees after they submit their answers. If you want the rep to learn from their mistakes immediately, you must enable the display of correct answers and missed questions. If you prefer to review their performance privately before giving feedback, you can hide these details from the respondent.
In "Create a quiz with Microsoft Forms | Microsoft Support," the documentation states that "Respondents will see the message when they've selected that answer," according to Microsoft. This specific control allows you to attach a custom message to a particular selection. If you use this feature, the rep sees that message only after they have chosen that specific option. You can use this to provide a short explanation for why a specific product feature is correct, or to flag a common misconception about a recent product change.
In "Create & grade quizzes with Google Forms - Google Docs Editors Help," the documentation states that "You can choose if people can see missed questions, correct answers, and point values," according to Google. This setting gives you three distinct levers: visibility of missed questions, visibility of correct answers, and visibility of point values. Alternatively, you might hide the correct answers entirely if you plan to discuss the results in a one-on-one coaching session.
Release results and review gaps before the next drill
Releasing a scored quiz is a distinct step from collecting the answers. The manager must decide when the rep sees the score and how to review the data for the next coaching cycle. The tool documentation provides specific controls for this release phase, but these controls do not validate the rep’s ability to handle a live customer conversation.
If you collect email addresses in your form, you can send results immediately or wait until you’re ready to share them, according to Google. This condition applies specifically to forms where email addresses are collected. The manager can choose to release the score immediately after the rep submits the quiz or hold the results until a scheduled review time. This decision is an editorial choice based on team workflow, not a requirement from the platform.
If you have more than 10 pages, export your responses to view all results, according to SurveyMonkey. This rule applies to quizzes exceeding the 10-page threshold. The manager should check the page count of the quiz before deciding how to review the full set of responses. If the quiz exceeds 10 pages, the manager must export the responses to see the complete data set.
Once the results are visible, the manager can move the data to a spreadsheet for further analysis. You can export the quiz results to Microsoft Excel for more in-depth analysis, according to Microsoft. This export capability allows the manager to organize the scores outside the quiz platform. The manager can use the spreadsheet to sort reps by score, identify specific questions with low average scores, or track individual rep progress over time. This analysis is a manual step performed by the manager. The platform does not automatically generate coaching plans or identify gaps in the rep’s product knowledge.
Quoted quiz settings from four publishers
Rows record quiz settings for Microsoft, Google, SurveyMonkey, and Tally.
| Publisher | Correct answers | Points | Feedback | Results |
|---|---|---|---|---|
| Microsoft | You can choose to make a question required or allow multiple choices by changing the settings at the bottom of the question, according to Microsoft. | Not specified | Respondents will see the message when they've selected that answer, according to Microsoft. | You can export the quiz results to Microsoft Excel for more in-depth analysis, according to Microsoft. |
| Choose the answer or answers that are correct. | In the top right of the question, choose how many points the question is worth. | You can choose if people can see missed questions, correct answers, and point values. | If you collect email addresses in your form, you can send results immediately or wait until you’re ready to share them. | |
| SurveyMonkey | For example, if there are two correct answers to the question, you should require that respondents select exactly 2 choices. | The typical point value for a correct answer is 1, but you can assign more than 1 point to any answer choice. | Not specified | If you have more than 10 pages, export your responses to view all results. |
| Tally | Not specified | After adding all the questions, assign points to the correct answer options. | Not specified | In this example, we show the respondent the first 'Thank you' page if the score is 15 or higher and the second 'Thank you' page if the score is lower than 15. |
This automatic save function applies to the creation process described in the Microsoft documentation.
Next step before you share the quiz
Mark correct answers for one product change, assign points, choose feedback, and set when you release results.
FAQ: How should a sales manager prepare and review a product-knowledge refresher quiz?
What should I check after our product changes?
Review the four editorial checks: correct answers, points, feedback, and result release. These decisions organize the quiz structure and ensure the content aligns with your current product material.
Whether one question can have several right answers
Yes, mark every valid option, and when two answers are correct, require both.
When is partial credit appropriate?
When you want to give credit for a less-than-best answer, as in the 2-point and 1-point example. You can assign 2 points to the best answer, and 1 point to the answer choice you want to give partial credit for, according to SurveyMonkey.
Should reps see the correct answer immediately?
You can choose if people can see missed questions, correct answers, and point values, according to Google.
Does a knowledge score certify a rep for customer calls?
No, a knowledge score does not certify a rep for customer calls.
Reading references
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