Quick Guide: Create your first assessment

Create an assessment to gather relevant information about the respondents knowledge on specific topics. Based on their level of knowledge, you can give specific advice or information once they have completed it.

---

---

What is an assessment? Why should you create one? Can it be personalized? How can it help you scale your business? This and much more to find out in the following webinar recording.

This guide will teach you:

1. Create a new assessment
2. Write the Intro screen
3. Add questions
4. Edit the design
5. Create Outcomes
6. Add custom scores
7. Advanced assessment features
8. Share your assessment

1. Create a new assessment

At the Questionnaires tab, click Create questionnaire.

Click Start from scratch so you can add your own questions and style.

The title and link of your questionnaire are automatically filled in. You can leave these as they are or change it the title and link.

Type your own questionnaire title and questionnaire link in the boxes.

2. Write the Intro screen

You can use the text that is already written, or write your own sentence to explain why your respondents should complete the quiz. If you want to hide the Intro screen altogether, toggle the button next to Active.

You could add Intro fields at your intro screen and ask some questions, for example, demographic data. We suggest leaving this for now, first build your quiz and come back later if there's information you want to ask your respondents at the beginning.

3. Add questions

To add your questions just click the ? Question button to insert your first question:

You'll be shown different question types you can  choose from. Choose your desired question type and click Add.

Don't forget to click Save changes at the top of the screen before previewing or moving to other tabs.

You don't need to do anything about the final screen, as we'll be coming to it later to add different outcomes.

4. Edit the design

To change the design, the colors, fonts, template and more you can go to the Design tab.

You can select one of the fresh and professional-looking templates and then customize it. Click on the one you like best or suits your company image.

You'll have greater credibility if you display your logo, so take the time to add it here. Scroll down to Logo and upload your own.

5. Create Outcomes

Outcomes feature can help you turn your questionnaire into an assessment, for example, you can tailor advice to show to respondents.

There are three different types of final screens you can choose - basic outcome, gauge outcome, and website redirect.

Start by clicking the Extra options tab.

Scroll down to Question logic and click Outcomes.

Now you can add as many final screens as you need by clicking Create outcome.

Here are the options you'll be shown to create your basic outcome screen:

1. Name your outcome.
2. Enter the text that will be shown to respondents. Use the rich text editor to make your text more interesting and add variables that will customize the page based on respondents' answers.
3. Add an image or other media to make the page more interesting.
4. Share on Facebook - turn this feature on to allow respondents to share results. You'll then be able to add the text and link that will be shared on Facebook.
5. Here's where you set the rules about when to show this screen. You can base the rules on answers to the questions or contact data. 

6. Add custom scores

To enable custom score, go to the Extra options tab and toggle the button.

Now go back to your questions, and next to each answer option you can add a score.

Make sure you save changes before you continue.

Another way to add scores is by using quiz scoring. You can use certain question types that can be turned to quiz questions, like text choice, image choice or ranking question.

You can choose between different assessment features, and use the ones that are suited the most. 

7. Advanced assessment features

Formulas feature gives you loads of flexibility to specify when an outcome screen should be shown, an email template sent out, or can be used to show respondents their scores at the final screen.

You can also use a formula ranking table to show to your respondents a table with their results as a final screen. Using the formulas allows you to specify exactly how respondents' scores should be calculated, as complex as you need!

Another great feature is the Question Block Custom Score table. Use this feature to show respondents how they scored in a number of different areas, ordered by highest to lowest score. A great way to give respondents immediate feedback and insight!

8. Share your assessment

You can share it by link, QR code, email invitations, and more.

Take your reports to the next level by providing respondents with a personalized PDF report of their results.

What's next?

• Download your results to see and analyze all the data you collected from your survey. There are different options available, choose either a bulk download of survey results or files relating to individual responses. You can choose between CSV format, Excel format, PDF format, or use Report Scheduler.
• Charts view: allows you monitor the number of responses, the completion rate and the average duration of your surveys. You can also see graphical representations of the results of each question separately and the results of each question block of your survey.
• Responses view, to analyze the responses you have collected, the last slide and last question when save per question or save and continue is enabled. This is where device data and properties are included, if data collection setting is enabled