Using Assessments with Webinars

Using Assessments with Webinars

Assessments are an incredible tool to use alongside webinars – but how do you use them effectively?  Have you ever wished you could engage your attendees even more before, during, or after your webinar? What if you could learn more about attendees before they even sign in to your webinar – and therefore be able to better understand their needs and target your content?

Assessments for pre-webinar engagement

So, you have a great webinar ready to go – awesome! Whether it’s your first webinar or you’re a webinar-leading pro, an assessment can be of use to you. If you’re going to send an assessment to attendees before a webinar, there are a few different questions you could ask, such as:

  • What do you hope to get from this webinar?
  • What drew you to this webinar?
  • Do you have any questions you’d like answered during this webinar?

Pre-webinar assessments let you learn more about your webinar attendees, and therefore be able to provide greater value to them during your webinar. You also can better plan out your content and timing during the webinar, focusing more on areas you now know your audience is hoping you’ll cover! 

Using Assessments with Webinars

Use Assessments during a webinar

Similar to a quick survey or pop-up quiz, assessments can be used during a webinar as well. This scenario lets you engage your audience a step further by having them actively participate in something during the webinar. You can then choose what kind of assessment you will offer, and how you’ll use the results (if at all) during the webinar. If you are having trouble getting potential or current clients to take assessments, this can be a great way to tag-team the process by including them in your webinar script. Simply put a link in a chat and give attendees time to fill out a few questions. Then, you’ll be able to provide instant feedback from your assessment’s results even while you’re presenting on-screen. You can also use this to better follow up individually with attendees after the webinar, which leads us to the next point…

Assessments turn attendees into clients

How many times have you completed a webinar with a group of excited attendees, but then you struggle to keep up that engagement and excitement? Maybe you’re unsure exactly how to reach out to them all individually –and in a more personalized way– to follow up. Or, maybe you’re not sure what exact part of the webinar may have caught their attention. An assessment gives you a new tool to gauge their interest, while also providing valuable feedback. You could follow up and expand upon results from an assessment they took during the webinar, or send a separate follow-up assessment to gain more insight into their thoughts and interest level post-webinar. Either way, you are keeping people engaged with you and your brand, and providing them valuable feedback and proof of your expertise. 

It’s this level of engagement, data, and feedback that make assessments so valuable at turning potential clients into paying clients. You get to show off what makes YOU special. Once you’ve created an assessment, let it do the heavy lifting and seamlessly complement your webinar. It’s a great way to combine marketing and sales channels to give yourself the ultimate chance of success! 

Ready to try out an assessment for yourself? Click here to create your free account!

 

 

Building Relationships with Assessments

Building Relationships with Assessments

Assessments build relationships; it’s as simple as that. When you think about the beginning of a relationship — any kind, really — there is always something that kicks it off. An invitation to engage. A turning point or starting point. Assessments can be those catalysts for you; an incredible marketing tool for engaging with and building lasting relationships with customers. Let’s dive into the how and why below!

Assessments drive engagement

Assessments as a marketing tool have a unique ability to drive engagement. They act as a form of interactive marketing, allowing new or current customers to engage with you and your products and services while you sleep! Once you create an assessment, it is able to be shared and accessed through a variety of channels – your website, emails, social media, a button, a link, etc. Customers can take your assessment and receive tailored results and recommendations based on their score. In this way, once an assessment is created, it is then able to do some heavy lifting for you as far as the initial engagement and interaction with a customer. Plus, when you follow up on that interaction, you’ll be building on an existing relationship, rather than contacting a cold lead. Assessments begin that relationship by providing an experience that ends with personalized results for a customer… and a chance for you to really own the next steps from there!

Building Relationships with Assessments

Continuing relationships with assessments

Okay, so you’ve created an assessment, sent it out into the world, and you’ve had a good number of responses. Each of these respondents was most likely sent (or shown on-screen) their assessment results, what they mean, and how you would provide a service or offering to complement those. Let’s say you’re a coach who helps clients with their money mindset. Your assessment could ask questions to learn more about your respondents’ relationship with money, saving you the time and energy of holding one-on-one calls with each. It also gives them an easier “in” into your company and services. It’s like a test drive for the both of you, but then you get to follow up. Maybe their result showed they have a pretty strong relationship with money and wealth, and you have a new, mid-tier program that would be a perfect fit for them. The best part is that now you know this — and can reach out to them with that important background information already known — to share this information.

Relationship building with assessments can take on many forms and doesn’t always have to include new customers. If you’re looking to re-engage with old clients who may still be following you on social media or getting your emails but not truly interacting with you, an assessment could be a great way to get them interacting with you again in a non-direct sales sort of way. Maybe you have an assessment for current or past clients that measures their progress in an area so far compared to where they want to be (or where they were when they were working with you more closely!) An assessment can do the work of showing them the progress they have made and have yet to make, thus selling your services for you. It also keeps people interacting with and interested in you and your brand. Sure, you will still want other personalized outreach as well from time to time, but assessments are a great way to manage and build these relationships at scale.

Have you used an assessment to start, strengthen, or manage customer relationships? We’d love to hear more about it! If you haven’t yet, try an assessment here!

After Your First (or 50th) Assessment

After Your First (or 50th) Assessment

Congrats, you did it!

You created an assessment and you’re watching the results of that work pay off. Maybe this was your first assessment, or second, or your first time creating a certain type of assessment. Now, you may be asking yourself… What should I do next? Do I create another assessment like this one? Do I try out a different approach? Do I wait? 

These are all valid questions and options, and depending on what your goals are, there could be a different answer for everyone. Below, we’ll dive into some of the potential scenarios you may be in, and consider the wide variety of options available to you with Assessment Generator.

I shared my assessment. Now what?

First of all, HOORAY for getting that assessment created and shared! Whether this is your first or 50th assessment, getting questions and content out there always takes guts and time. While we try to make the assessment creation process as streamlined as possible, it still takes effort and strategy to truly make an assessment for the unique business that is yours. 

If this is your first assessment, you’ve done the work and now you can look forward to reaping the benefits. What were you hoping to achieve with this assessment? If you hadn’t truly asked yourself that in the beginning, maybe dig a little deeper now. You could also come up with a plan to follow up with respondents who may not have taken the assessment yet in the days to come, to ensure you have a large pool of data (and people to share your expert results and reporting with!) 

As time goes on, maybe you’d also like to share your assessments with more people. Assessments can be easily shared via social media, an email signature, in a blog post or newsletter… the opportunities are endless! It’s just up to you to decide on the who, when, and where for your assessment.

My assessment got responses. Now what?

This is the exciting part — your assessment is out there generating responses and results. Depending on how you set up your assessment, respondents may see custom feedback based on their score. Do you want to follow up to see if they have any follow-up questions? This could be a great way to continue a conversation that you started with your assessment. 

Do you have an Advanced account? If so, did you know that respondents can automatically be redirected to a page on your site (or even different pages depending upon how they scored)? This option could work for you if you’d like to show respondents just how your product or service would help them through your assessment and feedback… and then redirect them right to a specialized page to learn more and purchase it!

I want to try a new assessment

You’re in luck; Assessment Generator has a wide range of assessment tools and options. From coaching packages to targeted packages based on your field of expertise, there are pre-designed packages available for you to choose from to share your expertise! 

If you started off using a Simple Assessment, maybe you’d like to try a Type-Based Assessment. We go into more detail on these here, and both are beneficial based on the type of information you are looking to gather and subsequently share. 

Do you feel like a tried and true assessment pro, as far as creating your actual assessments? This could be a great time to try out our many assessment integrations. Whether you’re looking to automatically add respondents’ information to your email list through Zapier, or customize your content by segment, there are hundreds of integrations you can choose from.

Throughout this process, perhaps you’ve realized that next time, you’d like to provide a printable PDF option for your clients to look over versus on-screen feedback, or include more branding on your assessment. That’s great! Each assessment is a learning opportunity, and a chance to learn more about how assessments can work for you and your business. There’s no right or wrong way to use an assessment; there’s only the way that works best for you, and we can’t wait to help you figure out what that is!

Fonts as a Branding Tool

Fonts as a Branding Tool

Ah, branding.

A topic that continually comes up whenever entrepreneurship and business are involved… but for good reason! Your brand is the backbone of your business, and therefore it is so critical to be conscious and intentional about the style that reinforces it.

One way Assessment Generator is working to make this easier for you is with customized fonts to reinforce your brand through typography. We know you’re focused on the content and words you put out into the world on behalf of your business… so it’s time to make sure that how your content looks is treated with similar importance through font choice.

Based on your feedback, we’ve improved the ability to control and customize the fonts used in your assessments. Now, you can easily customize the font used throughout your assessment and even in your PDF report. Stay in line with your brand book, take your brand integration to the next level, or just have some fun playing around with some new font styles!

We have added a large assortment of font options for you to choose from when creating your assessments. In fact, you can now choose from over 1,000 Google Fonts to use in your assessment, on-screen results, and PDF reports if you have an advanced or higher subscription.

Using fonts to convey brand

Let’s say you have some branding like a logo, and maybe a standard font you use (hello, Arial, I’m looking at you) but are ready to make a statement and stand out. You want your clients and potential clients to see your content and think, “I know who that is!”

Fonts are a great way to be creative and do just that. A font choice, similar to brand colors or imagery, immediately sets the tone and lets people know it’s you — and your unique business — they’re interacting with.

Font choice, whether you’re a team of one or hundreds, is such an important tool for streamlining your brand and content as well. If you have a brand guide or a digital asset management system, knowing which font/s to use — and when — makes everything easier and more cohesive for your company and employees. Having a specific font, or family of fonts, that you use in your business is a simple way to create and maintain a consistent look across your company’s documents and content.

How Fonts Affect Your Assessments

Given the importance of font choice for your business as a whole, the choice of which font to use in your assessment is an important one! You may already be aware you have the capabilities to use your brand’s logo and colors in your assessment.

Now, take your brand integration and professionalism to the next level by using the same font in your assessment that you use across other content. Your font choice is incredibly powerful in reinforcing your brand, providing that brand familiarity to clients, and really just conveying that overall image of YOU!

Fonts are a great way to further brand yourself, your business, and your assessments. A font choice lets you customize the look and feel of your assessment right from the start, setting the tone. Let’s say your company plans weddings, and your logo and materials use a beautiful cursive font. Are you seriously going to link to, or share, an assessment in Times New Roman? What about assessment results? Think about how that might make your customers feel; not only is it jarring, but it reduces your credibility. Branding is so important in that way; consistency equals trust and professionalism in our minds, and brand consistency is key. You want your clients to see an assessment or a PDF report from you and immediately know it’s from you at first glance. That is brand recognition at its finest – and we can help you get there.

Give New Fonts a Try!

We hope you’re as excited as we are about the incredible variety of new fonts available to use in your assessments! Fonts provide an easy way to further incorporate branding and customization into your assessments, on-screen results, and PDF reports. It is our goal to provide you with all of the tools you need to create professional and impeccably on-brand assessments for your business. We can’t wait to hear how these new font options will help to easily give your assessments that extra touch of personality and professionalism!

Sharing Assessments for Increased Engagement

Sharing Assessments for Increased Engagement

You’ve created an assessment – great! Now, what are your options for getting it out into the world? Assessments are a wonderful engagement marketing tool to really draw in those ideal clients, but first, they have to be able to find you!

Luckily for you, Assessment Generator provides a wide variety of options for sharing your assessment and getting it in front of the people you want to see it. Below, we’ll take an in-depth look at three of the main ways you can do this. Get ready to let your assessments start doing some of the work for you!

Link Directly to your Assessment

Are you looking for a simple way to get your assessments in front of clients (and potential clients) with just a click? Linking directly to your unique assessment URL is a great place to start. Using a direct link to your assessment means you can integrate it into your existing content, like your website, emails, social media posts, or newsletters. Do you share regular blog posts, and want to gain some information on those reading them? Link to an assessment within the post! Do you want people visiting your landing page to share information with you, while also gaining some value (and insight into your services!) from their tailored assessment results? You know what to do!

As a bonus, you never have to worry about how your assessment will look after being accessed through this direct link; all of our assessments are mobile-friendly and optimized for the many ways you may want to share them.

Easily Embed your Assessment 

What if you don’t want users to leave your site to take an assessment? Embedding your assessment in an Iframe is another option available to you. This basically means your assessment will seamlessly appear on your website, almost as though you coded it in there yourself! (Don’t worry — the process to do this is as simple as copying a snippet of code we have ready for you, and pasting it onto your site!) Embedded assessments provide that extra bit of a safeguard to keeping potential clients on your site… and in tune with you and your services. With this option, they’re more likely to browse your offerings, engage with your site longer, and maybe even become your next ideal client!

Get Poppin’ with your Assessment

Have you ever been on a website and a pop-up came up, offering you something? Sure, when this is for a paid offering it’s easy to say “I don’t know if I want to invest in that yet!” What if it was something that could bring you value, though? That’s exactly what you’re offering with a pop-up assessment. Similar to embedding an assessment, setting up a pop-up assessment involves copying and pasting a small snippet of code into your website, and then you’re all set. If a potential client is on the fence but still spending time on your site, why not try to more directly engage them and help them decide to work with you?

As you can see, there are a wide variety of ways you can share your assessments, and you don’t need to decide on just one. Whether you’re trying to send out an assessment out to current clients via your email list, easily embed an assessment for a scrolling potential client, or catch someone before they leave your website for good, Assessment Generator has you covered.

Ready to learn more? Start your free trial today to create custom assessments and experiment with the multitude of ways Assessment Generator can help you attract and retain high-quality clients that are looking for YOU!

The ABC’s of Assessments

The ABC’s of Assessments

Assessments are incredibly useful marketing and lead-generation tools for your business, but how are you supposed to use assessments like a pro if you don’t start at the beginning? Below, we’ll take a look at the ABC’s of assessments – think of this post as part user guide and part intro to a new kind of tool that could drastically improve your business in 2022!

So, what exactly is an assessment?

That’s right, we’re starting from the VERY beginning here — what is an assessment? An assessment is basically a super-charged questionnaire. Yes, you select questions to ask respondents, but you are also able to include unique components such as images, audio, or video. You then create a scoring system and decide what feedback will be given to your respondents based on their scores. It’s a one-stop shop for gathering information, sharing results, and providing feedback!

The real ABC’s: Terms you’ll see along the way

The ABC’s of assessments are terms you may come across while creating your assessments. As a bonus, many of these terms are great to know in a general business or marketing context as well; they don’t just apply to assessments!

API– Application Programming Interface. APIs allow computer programs or apps to talk to each other automatically. For example, Assessment Generator allows you to use Zapier to connect your assessment to any of thousands of third-party applications without coding. Or, you can provide your own API endpoint on your website and connect your assessment directly to it without using Zapier.

Binary Question– A binary question offers only two choices that are usually opposites of each other (for example, Yes/No and True/False questions).

CRM– Customer Relationship Management. A central place to collect your customer’s information such as email address, name, phone number, etc. A CRM integration seamlessly connects between your assessment and third-party apps, such as CRM software.

CSV file–  A Comma-separated Values File. CSV files are often opened in a spreadsheet format through Microsoft Excel or Google Sheets. Your responses to your assessment can be exported as a CSV file to make it easy to sort, analyze, and save your data.

Dynamic content– Content in a document that changes or adapts due to the clients’ needs or a respondent’s answers.

Embed– Display your assessment in a specific place on your website (by “embedding” it there) so your respondents don’t have to leave your website to take the assessment.

Identifier– A tag used to reference the respondent’s answer to a specific question.

Likert Scale– Also known as a sliding scale, this is often used in questionnaires that measure a person’s opinion or perception.

Manual Scoring– You set the point values for your score ranges, such as High, Medium, and Low scoring bands with different ranges for each.

Narrative Question– A question that lets respondents answer by typing free-form text.

Numeric Question– A question that offers the ability to enter a numeric-only answer.

Options Question– A question that offers the ability to choose from multiple answers (aka a multiple-choice question!)

Pages– You can split your assessment up by a certain number of questions per page. 

Paywall– A system that prevents Internet users from accessing certain web content without paying for it.

Example report
PDF report– Portable Document Format. A file format designed to present documents consistently across multiple devices and platforms for ease of sharing and printing.

Question Formats– Questions can be posed to respondents in several ways. Assessment Generator offers these choices: Binary, Checkbox, Options, Narrative, Scale, Numeric, Ranking, and Validation.

Ranking Question– A question that offers the ability to arrange the order of the answers presented according to preference.

Scale Question– A question that offers the ability to select an answer on a numeric scale with customized text labels on either end of the scale. (The most commonly used scales are 1-5, 1-7, and 1-10).

Score Bands– A range of scores used to group similar respondents together in assessment results. You can divide up the total number of points in your assessment into any number of score bands (for example, High, Medium, Low) to provide tailored feedback based on score.

Score Interpretation– Tailored feedback to the respondent based on their score. In Assessment Generator, a different interpretation can be defined for each score band.

Score Ranges–  The range of points assigned to each score band. For example: Low=0-33, Medium=34-66, High=67-100.

Sections- Allows you to group questions during the assessment. Each sections of questions is shown on a separate page, and the respondent uses a button to advance to the next section. Unlike Types, sections affect the look of the assessment, and not the scoring.

Simple Assessment– An assessment that offers the ability to provide one overall score for all questions asked.

Types– Also called Areas, Categories, or Styles. Each type receives a separate score.

Type-Based Assessment– A type-based assessment offers the ability to provide a score for each type that is defined.

Validation question– A question that checks or proves the validity of something being asked (like what is your email address?)

Zapier integration– Using the app Zapier to connect another app (like MailChimp, Active Campaign, Kajabi) to your assessment in Assessment Generator.

Whew – what a list! Hopefully you’ve learned a thing or two about assessments and the various tools, tips, or tricks you can utilize.

Ready to give assessments a try? Click here to get started today!