User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » Advanced Features

Advanced Features

Automation, Enhanced Reporting, and more make the Advanced Plan our best value.


 

The Advanced plan builds on all of the features of the Basic plan to help you make the most of your assessment:

  • 6 active assessments with 10,000 responses a month.
  • Give your PDF reports a more professional and polished look with enhanced reporting capabilities.
  • Redirect a respondent to a specific webpage (URL) based on their score.
  • Regulate access to your assessment using Digital Access Codes (DACs).
  • Monetize your assessments by integrating them with your online store.
  • Automatically add contacts generated by your assessments to your CRM, Email list manager, or any of thousands of other tools.
  • Select from 1000+ Google Fonts for your assessment and PDF reports.
  • Use plug-ins for advanced features you might need, such as custom reports, custom scoring, sub-types, or custom charts. 

Enhanced PDF Reporting

Add more polish to your PDF reports with a cover page, page headers & footers, cover background images, and body background images.

When you enable PDF reporting on the results tab of your assessment editor, you’ll see a new “Report” tab appear:

On the “Report” tab, you can set up a cover page, headers, and footers for your report. You can also upload background images for your cover page and the body of your report. Learn more about how to set up your report in our User Guide.

Protect or Sell Your Assessments with Access Codes

Requiring a digital access code (DAC) prevents unauthorized users from accessing your assessment.

For example, you might have an assessment that you use in your coaching or consulting practice that should only be available to clients who have signed up for your program, or perhaps you have an assessment that you want to make available for purchase.

There are two ways to use access codes with your assessment:

Select Require Access Code

Please see Protecting Assessments with Digital Access Codes in our User Guide for more details.

 

Automate your workflow with Integrations

Add respondents to your CRM software automatically with a Zapier integration.

With our Basic plan, you can download your respondents’ contact information as a CSV file, which you can use to follow up with leads generated by your assessment.

However, many of our clients have an email list manager or CRM that they use to manage their contacts and leads. Integrations allow you to automate the sharing of leads generated by your assessment with your list manager. This feature is available for Advanced, Private Label, and Enterprise plans.

Assessment Generator works with Zapier, which provides the “glue” between your assessment and your list manager or CRM. Zapier works with thousands of internet applications, most of which can be used with a free Zapier account.

Depending on your tool, you can automatically kick off a customized email autoresponder sequence based on the respondent’s score. This is the essence of engagement marketing. You learn about your potential client by asking questions and providing them with customized feedback specific to their unique needs.

Although it’s very powerful, integrations are not hard to set up thanks to Zapier’s easy-to-use interface. Our user guide has all the details.

 

Custom Integrations

Webhook integrations enable sharing responses to your website and other applications.

If you need a direct integration to a custom web services endpoint that you or your web developer has created, you can use a webhook integration to connect that endpoint with your assessment.

 

Select from 1000+ Google Fonts

With the Advanced Plan, in addition to the “Native Nine” fonts (Arial, Times New Roman, Verdana, Comic Sans MS, Courier New, Georgia, Lucinda Sans Unicode, Tahoma, and Trebuchet), you can select from 1000+ Google fonts to add to your assessment editor menus.

Search for a font by name or select from the “Select Fonts” button in the “Style” tab. You can select up to 5 Google fonts to add to the assessment editor menus.

Select from Google fonts

Score-based Redirects

Redirect to a different URL based on how the respondent scored on your assessment

All of our accounts offer the ability to redirect the respondent back to a page on your website after they complete the assessment. This capability allows you to ensure that your respondent ends up on your website after they’re done with the assessment.

The Advanced plan offers the additional capability to redirect to a different website based on how the respondent scored on the assessment. This allows you to customize the respondent’s experience further, providing them with content specific to their needs.

You can set up score-based redirects for Simple assessments based on the respondent’s numeric score and, for Type assessments, based on which type the respondent scored highest in. Our User Guide has more information on how to set up score-based redirects.

 

Custom Plugins

Add custom scoring and graphs to your assessment, or create a custom PDF report

Many of our clients have unique requirements for processing their assessment results and presenting their reports. For a one-time fee, our in-house development team will create a custom-coded plugin just for your assessment to meet your unique requirements. Some examples of work that we’ve done for our clients include:

  • Custom reports. You can have your graphic designer (or ours) develop a beautiful, professional report for your assessment. The options are almost unlimited when it comes to the content and layout of the report.
  • Custom scoring. If you have unique scoring requirements for your assessment, we can create a custom scoring module to meet them. One example is the use of sub-types. Our out-of-the-box solution supports scoring by type or category, but if you need sub-types, our development team can handle that.
  • Custom graphs. If you need a chart (or even more than one chart) for your report that is not one of our standard chart types, we can help.

These are the most common types of customizations. Please get in touch with us for a quote or if you have a requirement that isn’t listed above.

These are a few reasons why the Advanced plan is our most popular product and why it’s such a great value.

Thank you for choosing Assessment Generator!