Adding Videos to Assessments

Adding Videos to Assessments

by | 11 January 2022 | Resources

If you’re looking to dramatically increase engagement and conversions, adding videos to your assessments could be just the thing. A video can be a great way to share instructions or information, and it adds a personal touch to your messaging.

In addition to their more personal feel, videos also get results:

a 30-33% conversion rate increase, to be exact!

Higher conversion rates, greater engagement, easy searchability for SEO… what’s not to love?!

Where to use videos in assessments

With Assessment Generator, the ability to add videos to your assessments is simple and straightforward. Great… but where can you use a video within an assessment?

Common places to use videos are in the assessment instructions and on the results page in your respondent’s browser window.

It’s helpful to think of potential areas a respondent might feel stuck or have questions along the way — that’s where you can jump in (via video!) and uniquely welcome them, help them out, etc.

You can also include videos in your assessment questions! 

How to add videos into your assessments

All right, we’ve convinced you! But not so fast. Before adding a video to your assessment, first, make sure the video file is ready to go. That can be quickly done by uploading it to YouTube or Vimeo. If you’re going the YouTube route, simply copy the EMBED code to a notepad document. Click here for YouTube instructions on how to do this.

Once your videos are uploaded and ready to add, choose the area where you want to put your video. Assessment Generator allows you to insert videos into any editor window as you are creating your assessment. This provides great flexibility as you are building your assessment, and allows you to use one or multiple videos throughout.

Helpful video formatting tips

Now that you’re ready to include your video make sure to paste the URL into the pop-up URL window. We’ve found it helpful to make some quick formatting changes to your video once it’s uploaded. For example, we recommend using 560 for the width and 315 for the height. (Don’t worry, we’ll automatically adjust things behind the scenes to make sure your video works appropriately on smaller screens!)  Make sure to click “ok” and “save” along the way!

Our user guide has more detailed instructions on adding videos.

Select “Test Assessment” from the Actions drop-down menu once you’re ready to try out your newly incorporated video.

You’ve done it – your video and assessment are ready to go! In addition to your fantastic new assessment, you also have incorporated an interactive piece of content to truly draw in your current and prospective clients in a personal way.

Now sit back, relax, and enjoy those conversions.

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Creating Trust With Assessments

Creating Trust With Assessments

by | 3 January 2022 | Lead Generation

Assessments are a unique tool in that they allow you to quickly build and create trust with clients. 

One of the most successful methods of generating high-quality leads is to focus on building trust — and an assessment is a tool that helps you do just that. As with any new relationship, clearly communicating what you can bring to the table, and how you can help, is extremely important in the beginning to create that trust and connection as a solid foundation.

Ok, that’s great – but how do you actually do it?!

We’re well aware of how overwhelming it can feel trying to find new leads, contact them and learn more about them, all while trying to share your information and knowledge along the way. How do you do that while maintaining your authenticity — and your sanity — over and over again?

Assessments Build Solid Relationships

What if there was a tool that could help you seamlessly turn leads into long-term relationships? It’s like going from an online date to the “exclusive” chat in record time! The best part is, YOU have the power here to start creating the business relationships you want — and ones that will stick.

Assessments are a wonderful tool to help build trust with your prospective clients, while still being efficient with your time. Instead of focusing on a “sale” immediately, why not gather important information about a potential client through their assessment answers? Then, you can better tailor your feedback or offerings to their needs. It’s an added touch of personalization and customization that allows you to do what you do best — and lets your potential or current clients feel seen, heard, and understood throughout the process.

Assessments Start a Genuine Conversation

In addition to starting conversations, assessments let your clients learn something valuable about themselves in the process. Assessment results (and your follow-up recommendations based on them) provide an instant opportunity for feedback and coaching. Your expertise is able to shine through with a client — whether it’s the beginning of a conversation or years into a conversation with a current client.

The questions you ask in your assessment, and the analysis you provide based on the respondent’s results, establish your credibility and knowledge. What other tool gives you an opportunity to truly shine in your zone of genius, while simultaneously helping clients with added value?

Assessments can be personalized even further to include your branding and imagery, and truly reinforce your company’s mission and offerings. Easily foster genuine connections through how you, as the business owner, are able to use assessment results. By learning about your prospect’s unique needs, you can better continue the conversation with them post-assessment.

Even better — they might just proactively reach out to you! Learn more about Assessment Generator, and how you can arrange an initial conversation automatically!

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After the Assessment: Personalized PDF Reports

After the Assessment: Personalized PDF Reports

by | 20 November 2021 | Solutions

When a client of yours takes an assessment, you gain valuable insights to tailor your offerings and programs to them… but how do you clearly and professionally share those results and recommendations?

One of Assessment Generator’s main features is the ability to share a personalized PDF report with your clients. This PDF reporting capability is included in all subscription plans and provides an incredible takeaway for you and your clients. Having a tangible report that can be printed or accessed digitally is a unique way to share results and next steps as you build client relationships and grow your business.

Assessment Reports are Professional and Interactive

A PDF Assessment report gives you an opportunity for greater interactivity and professionalism with your clients. Are you currently communicating with clients via long (though expertly formatted!) emails or Google Docs? Do you have branding in place, but it gets lost in the shuffle when you’re sending new documents? Assessment Generator’s software allows you to customize your reports, adding features such as cover pages, headers and footers, and other dynamic, personalized content throughout. By truly tailoring these reports to your brand and a specific client, you are strengthening the level of professionalism and trust that clients will have in your work or services.

Reports Clearly Show Results and Action Steps


Another benefit of a report feature with your assessments is the clarity of results and actions that you can provide. It’s one thing to explain on a phone call or through email what a client’s assessment results were and what they mean – but to actually SHOW them? It’s a step beyond and leads to greater understanding and engagement. That is ultimately the great benefit of assessments over surveys – that you have valuable information from clients that can help you to better serve their needs. Now, you can visually show their personalized results and subsequent needs, and more clearly lay out your recommendations and next steps based on those results. 

You have incredibly flexible customization capabilities when creating your assessments – so now it’s time to carry those benefits over into reports! No matter the type of assessment you are using with your clients, a personalized PDF report is an absolute must if you want to up your game. By providing a tangible result in a short amount of time, your clients will feel taken care of and understood. It will also help YOU in your follow-up and subsequent interactions with the client as you move forward with coaching, products, services, or offerings.

These reports are truly a win-win, and we couldn’t be more excited to help you learn more about them and implement them into your business!

Ready to get started?

Check out our User Guide for details — including a complete tutorial — on how you can enhance the PDF reports for your assessments.

If you have any questions about this or any other feature of Assessment Generator, we’re happy to help!

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Customize your Assessment with Background Images

Customize your Assessment with Background Images

by | 20 October 2021 | Solutions

Assessment Generator is excited to announce a new feature that will bring a whole new level of polish and professionalism to your assessments! You are now able to add background images to further customize your Assessment Generator assessments. Read on to learn more about this new capability, and how it can help you better reach your ideal clients.

A customized background image gives your assessment a whole new level of visual engagement and depth than a simple white page. Along with showcasing your custom logos and brand colors, a great background image can help tie your assessment seamlessly into your brand. Draw your current and prospective clients in with streamlined visuals so that everything on your site feels unified.

And best of all… it’s super simple to set up!

Assessment background image on desktop screen

Choose from Stock Images or Upload Your Own

Assessment Generator offers a wide variety of stock images that you can use immediately – just click and go! Whether a coach or service provider, we have images that can fit with your specific brand and offerings. Better yet, each stock image comes with its own, pre-defined mobile-optimized version as well.

Don’t want to use a stock photo? You also have the option to upload a custom image of your own design. As a bonus, we will automatically generate a mobile-friendly image based on the image you provide – or for the ultimate in customization – you can provide your own mobile version.

Mobile Friendly

Like most products, Assessment Generator’s assessments use a different background image for desktop browsers versus mobile devices. This does two things — first, depending on the image, the layout of the background may need to be different to accommodate the vertical orientation of a phone. Second, using a smaller image for phones saves users’ bandwidth and allows your assessment to load faster via WiFi or cellular data.

Mobile integration is extremely important if someone is taking your assessment on their phone vs a laptop or desktop computer. Having an easy, straightforward, and branded user experience for respondents means they will be more likely to take your assessment, complete it, and be willing to engage with you moving forward. It’s a win-win!

Ready to add even more customization to your assessments? To add a background image, just log into your account, edit your assessment, and click the Style tab. For more information, refer to our user guide.

Background image on mobile devices

Don’t have an account yet? Take the first step today by signing up for a free Assessment Generator account below:

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Assessments vs. Surveys

Assessments vs. Surveys

by | 13 October 2021 | Lead Generation, Solutions

An assessment, similar to a survey, can be an invaluable tool for you and your business. Both provide you with client data to use, while assessments allow you to take things a step further and offer expert feedback and tailored results to your clients. Are you looking to foster greater engagement with your current clients, or bring in new ones with ease? It might be time for you to try using assessments! Below, we’ll take a look at some of the main differences between assessments and surveys, and how to best utilize an assessment.

Surveys: A one-way street

A survey is intended for one main purpose – to gather information that the survey creators can use. Therefore, feedback to the respondent of the survey is typically limited to a “thank you” or “the survey is complete.” That’s not very personal!

Common uses for surveys include:

  • Customer service – How was your experience at our store or with our work?
  • Product feedback – How did your recent purchase work out for you?
  • Scientific – surveys intended to gather data on a particular topic for research or a study

In each of these cases, the respondent answers the questions and the data goes to the survey author, who typically analyzes the aggregated data. This type of information-gathering is typically used if you’re not interested in what any individual responses are, but rather the data as a whole.

Assessment Generator can certainly be used for this type of survey, but it offers so much more in terms of customer engagement and feedback.

If you’re looking for something more than a survey, and to really have a meaningful conversation and relationship with new or potential customers, an assessment may be just the thing for your business.

Assessments: A Conversation

An assessment is unique in that, in addition to answering questions, respondents can receive direct feedback from you. This feedback is the secret sauce that makes an assessment such a powerful engagement and lead generation tool. 

So, how does it work? Once a respondent submits an assessment, Assessment Generator calculates a score based on how the user answered the questions. As the author of the assessment, you get to decide how to define this score. It could be a combination of different responses to each question, or involve different categories to be scored throughout. Let’s take a look at the multitude of options available to you with Assessment Generator:

Simple Assessments
You can create simple assessments that automatically calculate a single overall score. Learn more about simple assessments here.
Type-Based Assessments
You are able to create type-based assessments that include multiple types or categories. These allow you to assign each question to a category and give your respondents a separate score for each category. Learn more about type-based assessments here.

After the score is calculated, the user receives feedback either on-screen or via email telling them how they scored and what their score means. It’s that last part — your expert evaluation of them based on how they answered your questions — that provides enormous value to your respondent.

This exchange also greatly benefits you:

  • This relationship forms a basis for further conversation. When you reach out to them again, it will be in the context of already having communicated with them and provided direct feedback. No more cold calling or emailing!
  • Your analysis of their results demonstrates your expertise and establishes your credibility with the respondent.
  • Delivery of the report establishes a relationship with the prospect. When they receive their report, your prospect has received something of legitimate value from you, for free! This makes them more likely to want to return the favor, and respond to future communications from you.
  • Your report can also invite your prospect to contact you to learn more about their assessment results.

Assessments can also be used to engage your website visitors that want to know more about what services you offer. Having your website visitors “test themselves” via an assessment, without obligation, is a terrific way to prove your value, gain their respect, and keep them coming back.

Automate your Lead Generation

You can completely automate your lead generation process with Assessment Generator. No, we’re not kidding! Instead of spending hours doing one-on-one evaluations and free consultations, try using an assessment to help find the clients that fit best with your offerings. It’s efficient and will save both you and your clients valuable time, effort, and headaches! An automated assessment frees you up to really focus on your passion of helping people to reach their goals. Isn’t that why you went into business in the first place?

Ready to get started? Use the buttons below to set up a free account at Assessment Generator, or schedule a one-on-one meeting with our experts to learn more about us!

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