Quizzes are a powerful way to test your community members' knowledge, provide engaging content, and track learning progress. This guide combines all essential steps from initial setup to final publishing, incorporating key details that ensure a smooth quiz creation experience.
Step 1: Accessing the Quiz Creation Interface
1
Navigate to the Education Section
From the sidebar menu, click the Education icon (it looks like a book)
to access your education dashboard.
2
Initiate a New Quiz
Locate and click the New button (top-right of the screen). This opens
the New Quiz creation screen.
Step 2: Setting Up Basic Quiz Information
This initial screen collects your quiz's basic details.
1
Title
Enter a clear and concise title for your quiz in the Title field. The
platform enforces a minimum of 5 characters and a maximum of 200 characters.
Example: "Tesla Pre-Earnings"
2
Short Description
Provide a brief description (maximum 140 characters) in the Short
Description field. This text highlights the main objective and key
takeaways. Appears in marketing pages, sidebars, emails, etc. Example:
"Analyzing Tesla Stock"
3
Full Description
Give a more detailed explanation (up to 3000 characters) in the Full
Description field. Provide context on the quiz's content, goals, and any
important details.
4
Tags
Add relevant tags to categorize your quiz, making it easier for users to
find.
5
Subscription
Select which subscription plans can access this quiz. If none are selected,
the quiz will remain hidden from your community.
Step 3: Managing Subscriptions and Visibility
1
Manage Subscriptions
If you need a new subscription plan, click Manage Subscriptions. You'll
be redirected to the Community section to add a new plan.
2
Visibility
Choose Visible (quiz is shown in the app) or Hidden (quiz is only
accessible through a direct link).
3
Comments
Decide how comments will appear: Visible, Hidden, or Locked.
Step 4: Creating Your Quiz Episodes
Quizzes are organized into "episodes," each with its own interactive content.
1
Create Quiz
Click Create to proceed to the episode creation page.
2
Add New Episode
Each episode is an individual segment of your quiz. Click Details to
configure the episode or go straight to the Question tab if you already
know what you want to set up.
3
Episode Content
Enter a description or lesson text in Episode Content (e.g., "Slide 1").
Provide the subtopic (optional) in Episode Subtopic.
4
Tickers
Click Select Tickers to choose one or more stock symbols for that
episode (e.g., TSLA, AAPL). You can remove tickers using the X icon.
5
Timeframes
Check the timeframes you want available (1m, 5m, 1h, 4h, etc.). Set a
default timeframe (e.g., "4h") to display when the episode loads.
6
Start Time
Pick the date and time that will be shown on the chart for that episode.
7
Duration
Choose the episode's length (e.g., 1–5 minutes) using the slider or the
numeric input.
Step 5: Adding Questions and Answers
Give your quiz its interactive component by adding questions to each episode.
1
Navigate to the 'Question' Tab
In the episode creation screen, switch to the Question tab.
2
Select Question Type
Boolean Choice: True/False questions
Single Choice: Multiple-choice with only one correct answer
Multiple Choice: Multiple-choice with more than one correct answer
Ordered Choice: Answers must be placed in the correct sequence
Chart Drawing Selection: Select specific points or areas on a chart
Chart Drawing Completion: Users complete a drawing on the chart or select the correct element out of all the available
3
Options
Add or remove answer options. For Boolean/Single/Multiple Choice, use the
bin icon to delete and drag icon to reorder.
4
Answer
Mark the correct answer(s).
5
Title
Provide a question title that appears in the quiz interface.
6
Add Episode
Click Add Episode to finalize that episode's setup and repeat for
additional episodes, if needed.
Step 6: Chart Customization
Customize the charts for each question to make them more engaging and instructive.
1
Access the 'Chart' Tab
In the episode editing page, click Chart.
2
Ticker Selection
If multiple tickers were chosen, select which ticker's chart you want to
customize.
3
Chart Type
Choose between Candlestick, Line, or Area.
4
Base Offset
Adjust the start offset (scroll offset) of the chart.
5
Volume Bar
Toggle volume bars on or off.
6
Candlestick Customization
Modify width, padding, wick thickness, and rendering method (e.g., Rect
or Path).
7
Drawing Tools
Click the + under Drawing to add tools like Horizontal Line, Trend
Line, Fibonacci Retracements, etc. Drag these onto the chart and adjust
parameters (color, thickness, style, etc.) as needed.
8
Indicators
Click the + under Indicators to add technical indicators (e.g.,
Volume, RSI, or other specialized tools).
Step 7: Skills Tab
A Skills tab is where you can define specific skills each episode is testing. This helps track the user's proficiency in particular areas or competencies.
Step 8: Simulator & Mobile Preview
Simulator
Use the built-in Simulator to see how the quiz episode looks and functions in real-time.
You can interact with the chart, answer questions, and confirm the user experience.
Mobile Preview
Switch to Mobile Preview mode to check how your quiz will appear on smartphones or tablets.
Step 9: Review and Publishing
Review
Go through your quiz settings, episode details, questions, and chart customizations.
Ensure everything is accurate and ready for participants.
Publish
Once satisfied, save and publish the quiz. Published quizzes appear in the Education section if set to Visible.
