Everything you need to know from the basics through advanced features
Personalize your Assessments with your Private Label account
Our Private Label customers are businesses who want to maintain strong brand identity throughout their interactions with their clients. This is either because they’re trying to attract leads and want to make sure that their brand is front and center at all times, or because they work with high profile clients and need to ensure that their clients feel like they’re working with a single organization throughout the process and not being sent to a third party.
A Private Label account allows you to provide your respondents with a fully white-labeled experience:
- No links or footers indicating that the assessment was created using Assessment Generator
- The ability to specify a custom subject line for results email sent to your respondent
- The ability to host your assessment on a custom subdomain under your domain
- Emails sent from your assessment (for example, the email containing the respondent’s results and report) can be sent from an email address at your domain.
This article provides instructions on how to set up the customizable features listed above.
Customize Subject Line for Results Email Messages
With a Private Label subscription, you can specify a different subject line for the results email messages for each of your assessments.
When you edit your assessment, go to the Results tab and scroll down to “How Users Receive their Results”. Select the box for “By Email” and click the “Edit Emailed Results” button.
Enter the subject line for your results email messages where it says “Email subject line”.
Host your Assessment from your Domain
With Basic and Advanced accounts, you can attach your unique assessment URL to a button on your website, send it in an email, or include it in a social media post. When your respondent clicks on the link, they will be taken to a URL at assessmentgenerator.com to complete the assessment.
You can also embed your assessment within a page on your own website using an iframe.
With your Private Label account, we will help you create a custom subdomain on your domain to host your assessment. For example, you might want your assessment to appear at ‘assessment.mydomain.com’ or ‘feedback.mydomain.com.’ The subdomain is up to you and can be whatever you’d like.
To set this up, you’ll need to two A records to your DNS. DNS records are usually stored by either your web hosting provider or your domain registrar. Here are the records you’ll need to add:
You can specify the value for the Name, and the subdomain will be whatever you select.
After you’ve added this record, please contact us using this form. We will need to make a couple of minor configuration changes on our end so that your new custom subdomain will work.
When everything is in place, you can find your assessment URL by going to the share assessment page in your account. In the assessment URL that is provided on the ‘direct link’ tab, simply replace ‘app.assessmentgenerator.com’ with your new subdomain, for example, ‘assessment.mydomain.com’
Your complete assessment URL will look something like: https://assessment.mydomain.com/assessment/xxxxx
Sending Emails from Your Domain
With a Private Label account, you can specify the From Name and the Reply-To email address for your account. You can do this from your My Account page:
Brand Name is used as the “From Name” of the email. This value appears as the name of the sender. In the case of the screenshot shown above, the sender name would be “Assessment Generator”
Brand Email is used as the Reply To email address for the email. When a respondent clicks Reply on an email sent by your assessment, this is the address the reply will be sent to.
In most email clients, if you click on the From Name of the email, it will show you the email address that the email was sent from. Even with the From Name and Reply To email address set, the email will still be sent from [email protected]. That’s because we’re not allowed to send emails from your domain. That restriction is put in place in order to prevent scammers from sending emails that appear to come from reputable domains that they don’t own (like yours!).
Not to worry, all is not lost! You can give Assessment Generator permission to send emails from your domain, and by doing so, we can set the from address for your emails to whatever you’d like, for example [email protected].
Allowing Assessment Generator to Send from your Domain
To set this up, you’ll need to add a TXT record to your DNS. The value of the record depends on your domain and what email you’d like to send from. Contact us with that information, and we’ll send you the record that you’ll need. The whole process usually takes only a day or two.
We hope this information helps you take full advantage of your Private Label account to provide your respondents with a seamless experience that matches your brand. Please don’t hesitate to reach out to us if you have any questions.
Thank you for using Assessment Generator!