Everything you need to know from the basics through advanced features
What does “Integration” mean?
It means, simply, that apps can talk to one another without any prompting from the user.
For example, let’s say you have an assessment in your Assessment Generator account and you have a spreadsheet on Google Docs.
Then, each time someone takes your assessment you open your Google Doc to add their name, email address, and the score they received.
Using Zapier, you can automate that process. In other words, when someone takes your assessment, your spreadsheet can automatically be updated.
How to Set Up an Integration
Integrations are easy to set up using Zapier’s friendly interface. Plus, you can use a free Zapier account for most simple integrations.
For Type based assessments, the following fields are available to your Zap:
- Full Name (First + Last)
- First Name
- Last Name
- Email address
- Group name (if specified in your assessment)
- Assessment Title
- Date + Time combined in one field (Date + Time)
- Numeric score for each type in your assessment (as separate fields):
- Type 1 numeric score
- Type 2 numeric score
- Type 3 numeric score
- Sum of scores in all types (or overall total if using percentage scoring)
- Name of highest scoring type
- Link to your PDF report, if your assessment is configured to generate a PDF.
- The response text for any questions with an “identifier” set. See below for details.
Zapier has a great demo and tutorial that will help you get your zap set up in no time. When you set up your Zap, you’ll want to select Assessment Generator as the “trigger” app.
Sending Responses to Individual Questions
To send responses to individual questions via your integrations, you must first set a question identifier for each question that you wish to send. When you edit a question, you’ll see an ‘identifier’ field, like this:
When creating your zap, any identifiers that you’ve set will be available as fields which you can map to your target application. For example, if you create a numeric question with an identifier of “age”, you’ll see “age” as an available field when creating your zap.
Assessment Generator will pass the response text through this field. Here’s how that works for various question types:
|Question Type||What is sent through the integration|
|Binary||The value shown on the button. Yes, No, True, False, etc|
|Scale||The numeric value selected|
|Options||The text of the selected option.|
|Options (select many)||Comma separated list of selected options|
|Checkbox||“Checked” or “Not Checked”|
|Narrative||The text entered by the respondent|
|Numeric||The value entered by the respondent|
|Ranking||Comma separated list of options in the order set by the respondent|
Many Assessment Generator users have had “Zaps” working for them for years.
Follow these links to learn how to integrate your Assessment Generator account with the following popular apps:
- Google Sheets
- Constant Contact
- Project Manager
- Boleto Simples
- Benchmark Email
- Basecamp 2
Add Zapier integration to your assessment today and free up your valuable time!
Please review the rest of our User Guide to learn more about our software.