User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » Glossary


  • API: Stands for Application Programming Interface. It allows two computer programs or applications to talk to each other automatically. Assessment Generator offers two types of API: First, you can use Zapier to connect your assessment to any of thousands of third-party applications without coding. Second, you can provide your own API endpoint on your website and connect your assessment directly to it without using Zapier.
  • Automatic Scoring: Our software automatically calculates the final score by dividing the total number of points in each type and/or score band evenly by the number of score bands you create.
  • Binary Question: A binary question offers only two choices that are often opposites of each other. Yes/No and True/False are common examples of binary questions.
  • Checkbox Question: A checkbox question offers the opportunity to check the box or leave it blank.
  • CRM: Customer Relationship Management. A central place to collect your customer’s information such as email address, name, phone number, etc.
  • CRM integration: A seamless connectivity between your assessment and third-party applications, such as CRM software.
  • CSV file:  A Comma-separated values file is a fixed boundary text file that uses a comma to separate values. CSV files are often viewed in a spreadsheet format using applications such as MS Excel or Google Sheets. Your responses to your assessment can be exported as a CSV file.
  • Dynamic content: Content in a document that changes or adapts due to the clients’ needs or a respondent’s answers.
  • Embed: Display your assessment in a specific place on your website. Assessment Generator offers the ability to embed your assessment on your website using an iframe.
  • Identifier: A tag used to reference the respondent’s answer to a specific question.
  • iframe: An iframe is an inline frame used inside a webpage to load another HTML document inside it. Assessment Generator allows you to embed your assessment within a page on your website so your visitors can take your assessment without leaving your site.
  • Likert Scale: Also known as Rating or Sliding Scale. A rating system is often used in questionnaires that measure a person’s opinion or perception. Assessment Generator offers Scale Questions which can be set up to use the Likert Scale. Example Likert Scale labels are “Less Likely” and “More Likely” for the ends of the scale offered.
  • Manual Scoring: You set the point values for your score ranges. For example, if you have High, Medium, and Low scoring bands, the score range for each of the score bands can be different.
  • Narrative Question: A narrative question offers the ability to enter free-form text.
  • Numeric Question: A numeric question offers the ability to enter a numeric-only answer.
  • Options Question: An options question offers the ability to choose from multiple answers (options). It is sometimes also known as a multiple-choice question.
  • Pages: You can split up your assessment by a certain number of questions per page.
  • Paywall: A system that prevents Internet users from accessing certain Web content without paying for it.
  • PDF report: Stands for Portable Document Format. A file format designed to present documents consistently across multiple devices and platforms. Easily shared and printed.
  • Question Formats: Questions can be posed to respondents in several ways. Assessment Generator offers these choices: Binary, Checkbox, Options, Narrative, Scale, Numeric, Ranking, and Validation
  • Ranking Question: A ranking question offers the ability to arrange the order of the answers presented according to preference.
  • Scale Question: A scale question offers the ability to select an answer on a numeric scale with customized text labels on either end of the scale. The most commonly used scales are 1-5, 1-7, and 1-10.
  • Score Bands: A range of scores used to group similar respondents together in assessment results. You can divide up the total number of points in your assessment into any number of score bands. For example, many clients create three score bands (High, Medium, Low) to provide tailored feedback based on score.
  • Score Interpretation: Tailored feedback to the respondent based on their score. In Assessment Generator, a different interpretation can be defined for each score band.
  • Score Ranges:  The range of points assigned to each score band. Example: Low=0-33, Medium=34-66, High=67-100
  • Sections: You can separate your assessment into sections by naming each section something that makes sense to you and separating each section name by a comma. Using sections only affects how questions are displayed to respondents and doesn’t affect scoring.
  • Simple Assessment: A simple assessment offers the ability to provide one overall score for all of the questions asked.
  • Static content: Content in a document that stays consistent throughout the entire report
  • Subdomain: A part of your domain allowing you to dedicate hierarchy within the website thus eliminating the need for a completely different root domain. For example, in the domain,, “app” is the subdomain.
  • Types: Also called Areas, Categories, Styles. Each type receives a separate score.
  • Type-Based Assessment: A type-based assessment offers the ability to provide a score for each type that is defined.
  • Validation question: A question that checks or proves the validity of something being asked. Ex: What is your email address?
  • Webhook integration API: A way to link one app to another using a unique URL
  • Zapier integration: An app that connects your app (ex: MailChimp, Active Campaign, Kajabi) to your assessment in Assessment Generator.

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