User Guide

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
  • Adding Videos
• Setup Page
  • Setting Up Your Assessment
  • Configuring Social Media Preferences
• Questions Page
  • Adding Assessment Instructions and Footer to Your Questions Page
  • Adding Binary Questions
  • Adding Scale Questions
  • Adding Options Questions
  • Adding Checkbox Questions
  • Adding Narrative Questions
  • Adding Numeric Questions
  • Adding Validation Questions
  • Adding Ranking Questions
• Style Page
  • Styling Your Assessment
• Scoring and Types Pages
  • Scoring Your Simple Assessment
  • Creating Your Types for a Type-Based Assessment
• Results Page
  • Setting Up User Registration Options
  • App Integrations
  • Webhook Integrations
  • Setting Up How Users Receive Their Results
  • Merge Codes
  • Setting Up Assessment Alerts
  • Redirect Respondents
• Sharing / Getting Responses to Your Assessment
  • Sharing Your Assessment
  • Tagging Responses by User Group
  • Viewing and Downloading Users’ Responses
• 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

Be sure to also take a look at our helpful tutorial videos.

If you can’t find what you need, you can always contact us for help!