User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » 
  3. Results Page
  4.  » Setting Up Assessment Alerts

Setting Up Assessment Alerts

To set up assessment alerts, start by entering the Assessment Generator editor.

First, select the “Edit” link in the menu underneath your assessment.

edit-assessment

Then click on the “Results” tab at the top of the page.

Results tab

The Results page is where to arrange how your respondent will receive their assessment results.

Results Setup

Now scroll down to the bottom section, entitled “Results Setup”.

Results Setup

Alert the Account Holder

Here you can arrange to receive an email notification each time someone completes your assessment.  If the “Alert on Completion” box is checked, a message will be sent to the owner’s email address for this account.

Alert on Completion

Specify Alert Email Address by Group

With the Private Label and Enterprise Plans, you can also specify an alert email address for each group. This is helpful when you’re working with a specific point of contact for each group completing your assessment. See Tagging Responses by Group for more details.

alert email messages by group

Edit Alert Email

Click on the “Edit Alert Email” button to enter the Alert Notification Setup editor.

Alert Notification Setup

Here you can specify how much information you would like to see in the notification email messages that you receive each time someone takes your assessment.

The default message will simply include the respondent’s name and email address (assuming you opt to collect that information as part of respondent registration) as well as the score explanation that corresponds to the respondent’s score.

In addition, you can opt to include the respondent’s score, a chart of their results, and all the questions and answers for that respondent’s assessment response.

Additional Email Addresses for Alert Notification

Finally, you can enter additional email addresses for notification.

Additional Alert Emails

Separate multiple email addresses with a comma.

NOTE: If the “Alert on Completion” option is checked above, there is no need to include the account holder’s email address on this line.

Be sure to save your changes by clicking the “Save” button at the top of the screen.

save results tab

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