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Using Merge Codes

When sending assessment results to your respondent’s it’s nice to add a personal touch.

Using merge codes, you can address your respondents by name and include their score.

Here is a list of all the merge codes available with Assessment Generator:

###NAME### Respondent’s First name
###LASTNAME### Respondent’s Last name
###EMAIL### Respondent’s Email address
###DATE### Date Assessment is Taken
###SCORE### Respondent’s Score for Simple Assessment
###TYPE### Respondent’s Highest Scoring Type for Type-Based Assessment

Question Identifiers as Merge Codes

You can also use a question identifier to create your own merge code.

This identifier is created when you add a new question to your assessment and it enables you to reference the answer to that question in the assessment results.  

Add ### before and after your identifier to use it as a merge code.

For example, if you set your identifier to be “respondent_age”, you would use the merge code ###respondent_age###.

Then, in the assessment results we could reference that answer like this in an editor window:

You’ve indicated that you are currently ###respondent_age### years old.

The assessment results would then show the answer like this:

You’ve indicated that you are currently 39 years old.

Putting Merge Codes to Work

Add a merge code to any editor screen in the Results Tab.

Results-Tab-5

You can find the buttons to open the Results editor windows under the How Users Receive Their Results section on the Results Tab:

How-Users-Receive-Their-Results-3

For example, when you click on “Edit Emailed Results”, you can add the ###NAME### field to your greeting the header field:

Email results header

You can also use the merge codes in your Social Media settings (under the Setup Tab) so your respondent can share their score or type with their friends:

merge-code-in-social-media-settings

 

Math with Merge Codes

You can also perform basic math operations with merge codes from Numeric questions.  (These merge codes are created from Question Identifiers as described above)

Math operations must be placed in the Footer / Explanation text field.  Go to the Results tab and click on “Edit On-Screen Results”, “Edit Emailed Results”, and/or “Edit PDF Results”.  (see Setting Up How Users Receive Their Results for more details).

To enter a math operation, use one of the following formats:

###VAR = QUESTION_IDENTIFIER + QUESTION_IDENTIFIER###
###VAR = QUESTION_IDENTIFIER + CONSTANT###
###VAR = CONSTANT + QUESTION_IDENTIFIER###

QUESTION_IDENTIFIER is the question identifier for any numeric question. Whatever value the respondent enters will be used.

CONSTANT is a numeric constant value such as 14 or .23.

VAR is a new identifier created as the result of the calculation. VAR can be referenced as a merge code (###VAR###) anywhere in the Header Text or Footer / Explanation text fields of the Results Editors. VAR can also be referenced in other calculations.

Supported math operations are addition (+), subtraction (-), multiplication (*), and division (/).

Let’s take a look at a simple example. Suppose we ask the respondent to enter their age and the number of ice cream cones they eat per day and calculate how many ice cream cones they’ve eaten in their lifetime. We set up two numeric entry questions, and assign the first an identifier of ‘age’ and the second ‘cones_per_day.’ Next, we click Edit On-Screen Results, and in the Footer / Explanation field we enter the following:

###cones_per_year = cones_per_day * 365###

###total_cones = cones_per_year * age###

None of the math will be shown to the respondent in their results. To show the results, we must use the new merge codes we’ve created:

You eat ###cones_per_year### ice cream cones per year. You’ve eaten a total of ###total_cones### ice cream cones in your lifetime.

You can try this out by taking our Ice Cream Cone sample assessment. Here’s how it’s set up:

 

You can format the output of a merge code as a US currency by prefixing the variable or identifier name with a $, for example:

###$total_cost###

 

 

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

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