FAQs

Frequently Asked Questions

Answers to Your Burning Questions

Below we’ve compiled answers to the most commonly-asked questions about Assessment Generator.

Simply browse the questions below and expand the box to see the answer to each question.

Don’t see the answer to your question? Check out our complete User Guide, review the topics in our blog, or contact us to get your questions personally answered.

Assessment Generator questions

Features of the Software

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    What kinds of assessments do you offer?

    Assessment Generator features three kinds of assessments, which determine how each assessment will be scored:

    Simple assessment:

    Provides a score based on a respondent’s answers. That’s something like a school test, but without any right and wrong answers.

    For example, an assessment can ask, “How likely would you enjoy visiting the UK?” and give an answer out of 100%. You can set the range of scores from 1 to 100 or any other number. And you can provide custom feedback depending on the respondent’s score, such as: “Your score of 89% shows you would likely enjoy visiting the UK very much.”

    Type assessment:

    Assigns a respondent to one of several categories. That’s like the Sorting Hat in Harry Potter that assigns each new student to one of the four houses in the school.

    For example, an assessment can ask, “Are you more of a Pub Person or a Museum Person?” The answer to each question scores points for one or another type. You can assign the respondent to any type based on their scores and then give them a description of that type, such as: “You are a Pub Person who enjoys a lively time out with friends.”

    Multi-type assessment:

    Rates a respondent in each of several categories. That’s rather like a report card that gives you grades in several different subjects without any passing or failing grades.

    For example, an assessment can ask, “What would you most like to study in college: arts, sciences, or business?” You can give the respondent a score for every type, along with custom feedback: “You scored High on interest in sciences. That means you will likely be very motivated if you major in science. Here are some resources to guide you… You scored Medium on interest in business. That means this may not be the best choice for your major. Here are some resources to help you learn more… And you scored Low in arts. That means this would not be a good choice for your major.” 

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    What question formats do you support?

    With Assessment Generator, you can ask questions in all these different formats:

    • Binary: Answer by choosing one item from a set of opposites, such as Yes/No or True/False
    • Checkbox: Answer by checking a box or leaving it blank
    • Drop-down: Answer by selecting from a drop-down list
    • Narrative: Answer by typing free-form text (supports multiple sentences or paragraphs).
    • Numeric: Answer with a number
    • Options: Answer by choosing one item from a list (also known as Multiple Choice)
    • Ranking: Answer by arranging a list of items in order (Type and Multi-type Assessments only)
    • Scale: Answer by choosing a number on a scale, such as 1 to 5 or 1 to 10
    • Validation: Answer with text to be validated for proper date, email, or URL format

    You can give scores to many question formats (binary, checkbox, options, ranking, or scale). 

    Some other formats (drop-down, narrative, numeric entry, and validated text entry) are not scored. These are better for collecting qualitative and demographic information from your respondents.

    You can mix different types of questions in the same assessment.

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     Will my assessment work on mobile devices?

    Yes. Your assessments will work on all major brands of mobile devices. In fact, more than half of our client’s assessments are filled out on mobile devices.

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    How do my respondents see their results? 

    You can show your respondents their results in several different ways. You can use any or all of these methods: 

    • Display the results on-screen
    • Send the results in an email
    • Send the results as a PDF report they can view or print

    You can customize the results depending on the respondent’s score. 

    Or you can simply show your respondents a thank-you screen with no customized results.

    To see more, check out Setting Up How Users Receive Their Results

    And with an Advanced or Private Label plan, you can redirect your respondents to a page on your website based on their score

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    Will my assessment work in different browsers? 

    Yes. Your assessment will work properly in all major browsers including Chrome, Edge, Firefox, Safari, Samsung, and others.

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    How do I share my assessment with others? 

    Every assessment you create in Assessment Generator receives a unique web address (URL). You can link that URL to a button on your website, send it in an email, or share it on social media. 

    You can also embed your assessment in an iframe or a pop-up window on your website.

    To see more, check out Sharing Your Assessment.

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    If I change my assessment, will people see the latest version? 

    Yes. Any time you update your assessment, the link is automatically updated everywhere. When someone takes your assessment, they see the most recent version of your assessment. 

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    How do I get the email/contact information for my respondents?

    You can get the email/contact information for your respondents in several different ways:

    1. By email: You can get an email every time someone completes your assessment. This email will include the respondent’s name, email address, and scores. You can also include the respondent’s detailed results.
    2. From your Responses page: Everyone who creates an assessment gets a Responses page that stores all their respondents’ information. On this page, you can see any respondent’s contact information and detailed results.
    3. Export a CSV file: With any paid plan, you can export your respondents’ contact information and results to a CSV file you can open in a spreadsheet like Excel or Google Sheets. 
    4. Integrate your assessment with your favorite apps: With an Advanced or Private Label plan, you can use the popular Zapier app to link to your favorite app for managing your customer list such as Hubspot or MailChimp, and then collect every respondent’s contact information without any coding. 
    5. Send data directly to a webhook endpoint on your site: With an Advanced or Private Label plan, you can send your results to a specific page on your website using the Webhook integration API, if you do the required coding.
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    What’s the difference between Score Bands and Score Ranges?

    A Score Band is a range of scores used to group similar respondents. For example, many assessments use three Score Bands called Low, Medium, and High. While three is the typical number, you can create more than three Score Bands for an assessment, or fewer. And you can provide different feedback to the respondents within each Score Band.

    A Score Range is the range of points covered by any Score Band. For example, in an assessment with 100 points and three Score Bands called Low, Medium, and High, you could set up Score Ranges of Low from 0 to 33, Medium from 34 to 67, and High 67 to 100. Automatic Scoring makes each Score Range the same size. Manual Scoring enables you to set up each Score Band however you wish.

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    What’s the difference between Automatic and Manual Scoring?

    Automatic Scoring is the default that gives each Score Band an equal number of points. That means with 100 points and three Score Bands, Automatic Scoring makes each Score Band the same size: Low from 0 to 33, Medium from 34 to 67, and High 68 to 100.

    With Manual Scoring, you control the size of each Score Band, so you can make some larger or smaller. For example, with 100 points you could make Low from 0 to 25, Medium from 26 to 74, and High from 75 to 100.

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    Can I integrate my assessment with other apps?

    Yes. With an Advanced or Private Label plan, you can do this in two different ways: 

    1. Integrate your assessment with third-party apps through the popular Zapier app, without any coding. Then you can automatically send every respondent’s contact information, scores, and responses to individual questions to the app you use to manage your customer list, such as Hubspot, MailChimp, or many others.
    2. Send data to a webhook endpoint on your site using the Webhook Integration API, if you do the required coding.
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    Does Assessment Generator support multiple languages?

    You can create your assessment in any language you have a keyboard for including French, Mandarin, Spanish, and others. You can generate the questions, set the text on all buttons, write the screen prompts, and provide the results in any of those languages. So your respondents don’t have to know English to answer your assessment or read their results. 

    The software interface for creating assessments is only available in English.

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    Can I protect my assessment so no one else copies it?

    Yes. You can encrypt the URL of your assessment, which makes it more difficult to share. Or you can embed the assessment in a page on your site using an iframe, and then place that page behind a paywall or membership portal.

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    Can I charge a fee to take my assessment?

    Yes. You can do this by embedding your assessment behind a paywall on your site: 

    1. Set up a paywall on your website to accept a payment for taking your assessment, for example with a WordPress plug-in.
    2. Embed your assessment in an iframe inside your pay-to-access LMS system, such as Kajabi, Teachable, or Thinkific. Only users who have paid can access your assessment.

    We can help you set up your paywall, or you can set up your paywall yourself in WordPress.

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    Can I customize how my assessment looks?

    You can upload your own logo and other images to your assessment and set the colors to match your brand. We also have a variety of layouts that you can use to change the appearance and behavior of your assessment.

    With an Advanced or higher account, we can enable custom CSS for your assessment. This will allow you or your web developer to customize many aspects of your assessment. If you don’t have someone with CSS experience, our developers can make the changes for you for a small fee. Contact us for details.

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    I have a specific format I’d like to use for my report. Can you help?

    With an Advanced or higher account, we can create a fully custom report for you. With a custom report, you can:

    • Add more graphs and charts, including chart types that aren’t available in our standard software
    • Create reports with any layout you like: Many of our clients have worked with a graphic artist to create stunning reports
    • Modify the scoring of your report to include custom scoring algorithms, or extra levels for Multi-type assessments (Types, Sub-types, Sub-sub-types, and so on)

    Custom reports are hand-coded by our in-house development team for a one-time fee that depends on the extent and complexity of the report. Once complete, the report is yours for as long as you maintain your Advanced or higher account with us. Contact us for details and a quote.

Plans and Pricing

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    Do you offer a free trial?

    Yes. There are two ways you can try Assessment Generator for free:

    1. Use the Free Forever plan. No credit card is required, and this plan never expires. But the Advanced features are not available. 
    2. Get a 2-week free trial of all Advanced features. At the end of your 2-week trial, your plan is automatically downgraded to Free Forever. No credit card is required. 

    In either case, all your assessments are automatically transferred when you upgrade to any paid plan.

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    Do you provide any ready-made assessments?

    Yes. You can find a selection of ready-made assessments in three categories: 

    • Life and Wellness
    • Business and Entrepreneurship
    • Career and Executive

    And the Deluxe Coaching Package includes all the above, plus more ready-made assessments related to coaching. If you find a ready-made assessment close to what you need, you can buy that package for a reasonable fee. Then you can simply edit it. And you can add your own logo and colors to reflect your branding. That will save you time launching your assessment and help make sure your assessment is complete and effective.

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    Do I need a paid plan to use the ready-made packages?

    No. You can buy a ready-made package and use your chosen assessment with a Free Forever plan. However, your assessment will show the Free Account banner. 

    Most people who buy a ready-made package step up to a Basic or Advanced plan to enjoy more features and make the most from their assessment.

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    What does “active assessment” mean?

    An active assessment is shared and ready for respondents to complete and get their results. You can activate or deactivate any assessment at any time. When you deactivate an assessment, it is not deleted; it simply goes on hold. You can reactivate that assessment any time in the future. Different plans support a different number of active assessments: 

    • Free Forever—1 active assessment
    • Basic—3 active assessments
    • Advanced—6 active assessments
    • Private Label—10 active assessments
    • Enterprise Silver—30 active assessments
    • Enterprise Gold—100 active assessments
    • Enterprise Platinum—unlimited active assessments
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    What’s the difference between Free Forever and Basic?

    A Basic account is a step up from Free Forever

    • With Free Forever, all your assessments show the Free Account banner.
      With Basic or any other paid plan, this banner is removed.
    • Free Forever supports only 1 active assessment and 500 responses a month.
      Basic supports 3 active assessments with 5,000 responses a month.
    • With Free Forever, you can’t customize your assessment for social media posts (Facebook, LinkedIn, or Twitter).
      With Basic or any other paid plan, you can. 
    • With Free Forever, you can only export 5 responses at a time to a CSV file to analyze with a spreadsheet such as Excel or Google Sheets.
      With Basic or any other paid plan, you can export all your responses to a CSV file at once.
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    What’s the difference between Basic and Advanced?

    An Advanced account is a step up from Basic

    • Basic supports 3 active assessments with 5,000 responses a month.
      Advanced supports 6 active assessments with 10,000 responses a month.
    • With Basic, you can use 9 common fonts in your assessments: Arial, Comic Sans MS, Courier New, Georgia, Lucida Sans Unicode, Tahoma, Times New Roman, Trebuchet, or Verdana.
      With Advanced, you can also use any of 1,000 Google Fonts
    • With Basic, you can export results as a CSV file to analyze in a spreadsheet such as Excel or Google Sheets.
      With Advanced, you can export your results to your chosen CRM software such as Hubspot or MailChimp. 
    • With Advanced, you can redirect a respondent to a certain webpage (URL) based on their score. 
    • With Advanced, you can use plug-ins for any advanced features you might need, such as custom reports, custom scoring such as sub-types, or custom charts. For a one-time fee, our team can create a custom plug-in for you. Please contact us for a quote or if you have any special requirements not covered above.

    Read more about our Advanced account features.

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    What’s the difference between Advanced and Private Label?

    A Private Label account is a step up from Advanced

    • Advanced supports 6 active assessments with 10,000 responses a month.
      Private Label supports 10 active assessments with 50,000 responses a month.
    • With Advanced, all your assessments show “Powered by Assessment Generator” in the footer
      With Private Label, this footer is removed.
    • With Private Label, you can specify the subject line and “reply-to” address in your emails.
    • With Private Label, you can display a custom subdomain for your assessment URL, such as www.survey.yourdomainhere.com or www.assess.yourdomainhere.com.
    • With Private Label, we can add your custom font(s) to your assessment.

    Read more about our Private Label account features.

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    What if I need more assessments than I get with a Private Label plan?

    If you need more than 10 active assessments and 50,000 responses a month, you can get an Enterprise plan that’s a step up from Private Label. An Enterprise plan supports more assessments and more responses, with tools to help you keep track of them all.


    You can choose from three levels: 

    • Enterprise Silver supports 30 active assessments with 100,000 responses a month
    • Enterprise Gold supports 100 active assessments with 500,000 responses a month
    • Enterprise Platinum supports unlimited active assessments with unlimited responses a month
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    How can I find out more about using Assessment Generator?

    You have lots of ways to find out more about using Assessment Generator: 

    • Blog: Shows useful tips and tricks, and the latest features and enhancements
    • FAQ: Answers the most frequently asked questions
    • Getting Started: Gives step-by-step instructions for creating your first assessment
    • Glossary: Define any technical or unusual terms used
    • Newsletter: Offers monthly tips and tricks and new features
    • User Guide: Explains how to use every feature in the software, screen by screen
    • Contact Us: Shows how to contact us with any question, from anywhere

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