After the Assessment: Personalized PDF Reports

After the Assessment: Personalized PDF Reports

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!

Customize your Assessment with Background Images

Customize your Assessment with Background Images

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:

Choosing the Best Assessment Format for You

Choosing the Best Assessment Format for You

You have a great website. You have some pretty awesome clients. Now, you’re ready to take the next step and utilize assessments to engage those clients – and maybe even bring in some new ones!

So… where do you begin?

Two Ways to Score Your Assessment

Assessment Generator offers two different ways to score your an assessment: Simple and Type-Based. Below, we’ll go into more detail about each one to help you make the most informed choice as to which type of assessment will work best for you!

Simple Assessments

When you need to generate one single, overall score for your assessment, you’ll want to choose a simple assessment.

Don’t be fooled by the name, though – simple assessments have a very straightforward scoring process, but their results still pack a real punch! A simple assessment assigns a score value to each question that you ask. At the end of the assessment, those scores add up to one final, overall score for the assessment. 

When displaying your respondents’ assessment results, you can show scores as point values, or as a percentage of the total possible score.

Simple assessments are a great way to provide automatic feedback based on scores. Depending on a respondent’s score, you can tailor your messaging and products to where they’re at now. Do you want to recommend certain products or services based on their score? Share some content that would resonate with them? You now have some solid data – that they provided! – to back that up.

You can also set up as many different score bands as you’d like! For example, there could be “high”, “medium”, and “low” result bands, allowing you to provide different score interpretations for those whose scores fall into the range of each band.

There is also the opportunity to display results in a gauge chart, like the one below:

 

Gauge Chart

Simple assessments are a great tool for managing various numerical scores – and what those scores mean for you and your respondents. Not so simple after all!

Type-Based Assessments

A type-based assessment allows you to give your respondents multiple scores for a single assessment. This allows you to ask questions and gather information across various categories.

So, how does it work?

First, you create different categories in your assessment, and the score for each question is assigned to one of those categories. After answering all of the assessment questions, respondents will receive a separate score for each category. You can also decide to share an overall score for the assessment.

 There are two ways to score your type-based assessment:

1. Identify the highest (or lowest) scoring category, and present content for that category. This helps to illustrate an area where the respondent may need help… and how you can help them!

2. Show interpretation of the respondent’s score in every category. With this approach, you can define scoring bands within each category. This allows you to tell your respondent that they scored high in category A, low in category B, etc. You can provide different feedback and offerings for different bands or categories.

When displaying results, these assessments give you more visually compelling options to show scores, like point values or percentages. With a type-based assessment, you can opt to use one of these chart styles:

Charts for Type-Based Assessments

Taking the Next Steps

Once you provide your respondents with their score and interpretation, it’s a great idea to show them how they can take their next steps with you! You’ve read some tips throughout on how to do that, but truly we want you to feel comfortable with customizing your assessment so it can best fit you – and your customers’ – needs.

You can learn more about Assessment Generator’s unique chart options here.

If you’ve already created an assessment and realize you want to change it to either type-based or simple, we can do that for you. Contact us and we’ll get it sorted out!

Take the first step today by signing up for a free Assessment Generator account:

How to Share Assessments for Maximum Brand Impact

How to Share Assessments for Maximum Brand Impact

It’s no secret that assessments are a great way to engage with your audience and share your expertise.

So – what are the next steps once you’ve created a stellar assessment, and are ready to share it with current or prospective customers?

With Assessment Generator, we’ve made the process easy and seamless:

You’ll receive a unique URL (where ‘0000’ is the unique identifier for your assessment):

https://app.assessmentgenerator.com/assessment/0000

This works well in most situations – you can link to the assessment from your website, post it to social media, or send it via email. This is a great option if you’re trying to engage your current email list in a new way, or reach a wider audience on social media.

What if you want to limit the distribution of your assessment?

You may not want everyone to have access to an assessment. This could be for any number of reasons, including:

  • Your assessment is only to be used internally by existing clients
  • It’s only available if the respondent has paid a fee first
  • It contains some intellectual property you don’t want widely distributed
  • You want your assessment URL to reflect your brand

Whether it’s to emphasize your brand, keep visitors on your website, or protect your intellectual property, we’ve got you covered!

Assessment Generator offers 3 distinct approaches that allow you to hide, encrypt or change your assessment URL:

Embed your assessment in an iframe

An iframe allows you to embed your assessment within your website, so your visitors can take the assessment without leaving your site. Choose where on your site you’d like to showcase your assessment – whether that’s a dedicated page that also includes your site’s menu items, or alongside other brand elements you’d like clients to see and potentially engage with.

This capability is available with all of our subscription plans. Check out Sharing Your Assessment in our User Guide for details.

Encrypt your assessment URL

This approach modifies your URL so that the exact format is hidden from respondents when shared. In addition, once someone opens your assessment, the URL shown in the browser address bar instantly changes to an address that cannot be used or copied. Meanwhile, the respondent can still complete the assessment normally. This is a great option for paid assessments and really gives them an exclusive, made-for-you feel.

This feature is available for Advanced and higher subscriptions. You can also sign up for a 2-week free trial of our software, which allows you to test out our Advanced-level features!

Use a custom subdomain

With Private Label subscriptions, you can set up a custom subdomain on your website for your assessment. Creating a custom subdomain is an effective way to designate a custom URL for your assessment.

This capability offers an additional level of professionalism and integration for your assessments; it truly helps them appear to be a seamless extension of your brand (which they are!) For example, your assessment URL could look like: https://assessment.YourCompany.com

Learn more about how to Personalize your Assessments with your Private Label account in our User Guide for details.

We want your assessments to work for you!

We’ve designed Assessment Generator to work seamlessly with your current business practices so that you can reach new heights. Whether you’re building a new audience, looking to better engage with your current customers, or simply gain helpful data along the way about people who come in contact with your brand, our assessments can help you work smarter and more efficiently.

Create your free account today, and discover what our software can do for you!