User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » Getting Started

Getting Started

This tutorial helps you get up and running with your first assessment. We’ll usually stick with the default settings to keep it simple.  Let’s get started!

When you first log into your new account, you will see your assessment dashboard, with only your sample assessments listed so far.

Let’s create a new assessment!   Click “New Assessment” in the upper right-hand corner of the page:

Create new assessment

 Now you need to decide if you want a “Simple,” “Type,” or “Multi-type” assessment.

Simple Assessments

A Simple Assessment provides a score based on a respondent’s answers. That’s something like a school test, but without any right and wrong answers.

For example, an assessment can ask, “How likely would you enjoy visiting the UK?” and answer out of 100%. You can set the range of scores from 1 to 100 or any other number. And you can provide custom feedback depending on the respondent’s score, such as: “Your score of 89% shows you would likely enjoy visiting the UK very much.”

If this sounds like what you need, you can click “Simple” in the “Create Assessment” dialog and then skip to the “Setup” section of the tutorial below.

If not, keep reading to find out about Type and Multi-type assessments.

Type Assessments

A Type Assessment assigns a respondent to one of several categories. That’s like the Sorting Hat in Harry Potter that assigns each new student to one of the four houses in the school.

For example, an assessment can ask, “Are you more of a Pub Person or a Museum Person?” The answer to each question scores points for one or another type. You can assign the respondent to any type based on their scores and then give them a description of that type, such as: “You are a Pub Person who enjoys a lively time out with friends.”

To create a type assessment, click “Type” in the “Create Assessment” dialog.

If not, keep reading to find out about Multi-type assessments.

Multi-Type Assessments

A Multi-type Assessment rates a respondent in each of several categories. That’s like a report card that gives you grades in several subjects without passing or failing grades.

For example, an assessment can ask, “What would you most like to study in college: arts, sciences, or business?” You can give the respondent a score for every type, along with custom feedback: “You scored High on interest in sciences. That means you will likely be very motivated if you major in science. Here are some resources to guide you… You scored Medium on interest in business. That means this may not be the best choice for your major. Here are some resources to help you learn more… And you scored Low in arts. That means this would not be a good choice for your major.” 

To create a Multi-type assessment, click “Multi-type” in the “Create Assessment” dialog.

Now you will see the assessment editor with five tabs across the top where you will create your assessment. You can go through each of these tabs from left to right when creating a new assessment.

Getting Started With The Setup

This is where you tell Assessment Generator how you want your assessment to work. We’ll leave most of these settings in their default state, but we want to customize the assessment’s title, header, and footer.

Click the “Title” field on the “Setup” tab and enter a title for your assessment. Next, we’ll edit the “Assessment Header.” When you hover over this field, you’ll see an “Edit” link in the lower-left corner of the field, which you can click to edit your assessment header. You’ll see this behavior throughout Assessment Generator.

When you click “Edit,” a popup window shows a text editor. You can use this tool to enter and format text so that your assessment looks right. For now, double-click the text “New Assessment” to select it and enter the title of your assessment. Double-click the new text and select “24” in the “Size” dropdown menu in the formatting toolbar. Click “Save” to save your changes.

Next, modify your assessment footer by following the same process for that field.

Please see Setting Up Your Assessment in our User Guide for details.

Social Media

You’ll see a “Social Media” section near the bottom of the “Setup” tab. This section is only available with paid subscription plans. Here you determine how the link to your assessment appears when you or your respondents post it on social media. For now, we’ll leave the defaults in place.

You can find more information about Configuring Social Media Preferences in our User Guide.

Click “Save” in the upper right-hand corner of the assessment editor, above the tabs. Now let’s add some questions to the assessment!


You won’t see a Types tab if you select a Simple assessment.  If you have a Simple assessment, please skip to the Questions section below.

On the Types tab, click “Add Type.” Enter a name, and in the Type Description text editor, enter the content that you would like to show to respondents who score highest in this type. Click “Save,” then click “Add Type” to create your next type.

For example, if you are creating an assessment to help respondents determine which of your products is best for them, your types might be Product A, Product B, and Product C. In the Type Description for each type, you would describe that product and why it is most suitable.

When respondents take your assessment, their results will include the type description of the type in which they scored highest (or you can choose to show all your type descriptions).

Please check out Creating Types for Your Type Assessment or Creating Types for Your Multi-Type Assessment for more details.

How to Set Up Questions

When you click the “Questions tab,” you’ll see fields for “Assessment Instructions,” “Footer on Questions Pages,” and an “Add Question” button.  Click the “Add Question” button.

Questions Tab

In the popup that appears, there are many question formats from which to choose:

Select Question Format


With Assessment Generator, you can ask questions in any of these different formats:

  • Binary: Answer by choosing one item from a set of opposites, such as Yes/No or True/False
  • Checkbox: Answer by checking a box or leaving it blank
  • Drop-down: Answer by selecting from a drop-down list
  • Narrative: Answer by typing free-form text (supports multiple sentences or paragraphs).
  • Numeric: Answer with a number
  • Options: Answer by choosing one item from a list (also known as Multiple Choice)
  • Ranking: Answer by arranging a list of items in order (Type and Multi-type Assessments only)
  • Scale: Answer by choosing a number on a scale, such as 1 to 5 or 1 to 10
  • Validation: Answer with text to be validated for proper date, email, or URL format

You can give scores to many question formats (binary, checkbox, options, ranking, or scale).

Some other formats (drop-down, narrative, numeric entry, and validated text entry) are not scored, so they cannot be assigned points or types. These are better for collecting qualitative and demographic information from your respondents.

You can mix different types of questions in the same assessment.



On the “Style” tab, you can set the colors of various assessment elements. Use these settings to match your assessment with your brand image.

Style tab

Check out Styling Your Assessment for more details.


If you’re working on a Type or Multi-type assessment, you won’t see a scoring tab. If you selected a Type assessment, skip to the Results section below. If you selected a Multi-type assessment, you could add score interpretations within each type on the Types tab.

Here you can define the custom responses your respondents receive depending on their scores.

Click “Add Score Interpretation.” Enter a title for your score interpretation. For example, we might use “Poor Sleeper.”

Enter text to show respondents who fall into the “Poor Sleeper” category and click Save.

With “Automatic Scoring,” Assessment Generator sets the score range for this score interpretation to the entire possible range of scores (1-10) for this assessment. Now let’s create another interpretation and see how this changes.

Click “Add Score Interpretation” again, and create a new interpretation for “Average Sleeper.” Save the interpretation — now, respondents who score 1-5 will receive feedback for “Poor Sleeper,” and respondents who score 6-10 will receive feedback for “Average Sleeper.”

Create one more score interpretation, and notice that the score ranges are recalculated again. You don’t have to create your interpretation bands in the correct order. If you click and drag one of the score bands and drop it into another location, it will receive new score values based on its location in the list.

To customize your scoring bands, click the Automatic / Manual switch to “Manual,” and you’ll be able to set your score ranges for each interpretation.

For more details, please check out Scoring Your Simple Assessment.


This is where you define whether and how to collect respondents’ information before they get their results, how their results are delivered, and who gets notified when someone takes your assessment.

There are multiple ways to deliver results to respondents. These options allow you to:

  • Display them in the respondent’s browser after completing the assessment
  • Send them to the respondent via an email message
  • Offer a printable PDF report (available with both browser and email options)
  • Redirect to a URL based upon the respondent’s assessment score (available with Advanced, Private Label, and Enterprise plans)

Check out the following sections of our User Guide to set up each section:

Sharing Your Assessment

Click the “Actions” menu in the upper right of your screen. In the drop-down menu, choose the “Share Assessment” option.

Copy the “Direct link to your assessment” URL to your clipboard and paste it where you want to share it.

Share via an iframe or a pop-up window using the “Embed” and “Popup” codes to embed your assessment directly on your site.

Learn more about Sharing Your Assessment.

Please review the rest of our User Guide to learn more about our software.