assessment tools Archives

How to Make Your Assessment Irresistible

by Cindy Sideris | 27 April 2022 | Lead Generation, Solutions

No matter how great it is, an assessment can only be effective if people take it! Luckily, we’re here to give you some of the best tips and tricks for pulling people in and getting them to click. Are you trying to engage your current audience, or maybe you’d like to bring in a set number of new clients this month? A targeted assessment plan can help you reach your goals in a truly unique way.

Where do I share my assessment?

It’s extremely important to be conscious of where to put your assessment. Is it a pop-up on your homepage? Is it a link you share? There’s no right or wrong answer, but there are many different options based on what information you’re looking to collect with an assessment and who you’re hoping to reach. Let’s dive a little deeper into some scenarios below:

Homepage Popup: This tactic works well if you already have a solid customer base that frequently visits your website. This could also be a good option if you’re directing new clients to your website from some other channel. The important thing is, how do you make it so someone WANTS to click on your assessment vs. just closing out the window? One place to start is by thinking about what your current or potential customers want and need at the moment – and highlighting that in the pop-up. Have you been selling out of a current type of product or service lately? Maybe you’re getting a lot of questions or inquiries about something specific (or heck, maybe YOU want to try something new and specific as an offering!) Highlight that in your pop-up and see what happens. Being specific and direct in your messaging will draw in the people who want what you’re selling.
Email Signature: If you have a strong email list and want the people to take a certain assessment… bingo, this could be a great option! Assessment links can be included in your email signature, allowing you to personalize the hyperlink text. Like the pop-up scenario, aim for something you know your email base will be interested in knowing. Maybe you’re teasing a new coaching program- you could entice people to click through to take an assessment and see how it would benefit them firsthand.
Blog Post: Not to get too meta here, but blog posts are a great way to continue engaging with an (already interested) audience. If you could click through to take an assessment right now about what kind of assessment would work best for your business, wouldn’t you? If you’re someone who hasn’t created an assessment before, we’d hope so! Blog posts are a great way to reach current clients who see your shared content and new clients who may be finding you and your business via SEO or another channel.
Social Media: Social media channels like Twitter, LinkedIn, and Facebook can provide a large reach for your assessments. If someone finds you on Facebook and wants to engage, how great would it be if your story was linked to an assessment? This lets you get more creative with your content while also allowing for a place to include your assessment link.

Other assessment-sharing strategies

If you’re feeling a bit stuck or frustrated with assessment engagement from your marketing and content, here are some other options to kickstart those clicks:

Partnering with a fellow business owner: Partnering in this way can be a great win-win scenario for you both. Check-in with some of your entrepreneur friends or network and see if anyone would be open to highlighting your work (and assessment) on their website, newsletter, social media, etc. If you’re unsure who to reach out to, think about who has clients that may also benefit from your offerings. A mutually beneficial partnership like this puts you in front of new yet already engaged people and is sure to bring in some extra clicks.
Webinars: Webinars are a great tool to showcase assessments, and you can guarantee an assessment will get taken if you include it as part of your webinar. You can share an assessment with attendees before, during, or after your webinar, and by building it into your webinar, it may seem less intimidating for respondents to take it. This tactic almost formalizes the assessment-taking process, adding it into your webinar curriculum as just another step in the process (though a crucial one!)
Be Creative: You know your strengths and goals. What do you want to get out of this assessment process? What are you excited about? What are your clients excited about? Use all of these things to your advantage, and create a strategy that you are excited about and think will work. Remember – you can always make changes along the way. Don’t be afraid to try new ways of engaging clients and getting their attention because that is what will get them excited to direct their attention to you… and your assessments!

Are you ready to try out an assessment for yourself? Click here to discover how assessments can work for you!

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Building Relationships with Assessments

by Cindy Sideris | 24 March 2022 | Resources, Solutions

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!

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!

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After Your First (or 50th) Assessment

by Cindy Sideris | 10 March 2022 | Lead Generation, Resources

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!

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Sharing Assessments for Increased Engagement

by Jen Sparks | 28 February 2022 | Lead Generation, Resources, Solutions

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!

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The ABC’s of Assessments

by Cindy Sideris | 3 February 2022 | Resources, Solutions

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.

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.