User Guide
Everything you need to know from the basics through advanced features
Welcome to our User Guide!
If you’re creating your first assessment, we recommend checking out our Getting Started page.
Here is a complete list of the topics found in our User Guide:
- Getting Started
- Creating a New Assessment
- Setup Page
- Questions Page
- Style Page
- Scoring and Types Pages
- Results Page
- Sharing / Getting Responses to Your Assessment
- Enhance your Reporting and Integrate your CRM with your Advanced Account
- Personalize your Assessments with your Private Label account
- Updating Your Payment Information
- Monetize your Assessments with WordPress
- Glossary
If you don’t find what you need, please contact us for help!