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  4.  » Setting Up How Respondents Receive Their Results

Setting Up How Respondents Receive Their Results

To set up how your respondents receive their assessment results, 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 lets you choose how your respondents will receive their assessment results.

Setting How Respondents Receive Their Results

Scroll down to the middle section, entitled “How Respondents Receive Their Assessment Results.”

App Integrations through Zapier

With Advanced, Private Label, and Enterprise plans, you’ll next see a message like this:

App integrations with Zapier

Assessment Generator can automatically send a user’s name, email address, and assessment score to your email list or other external application.

Easily build automated marketing funnels by segmenting your audience based on their assessment score and send customized marketing content by segment.

Select from 5,000+ applications.

Please see the Integrations page of our User Guide for details.

Providing Results to Respondents

Next, there are several options for providing results to your respondents:

  1. Show respondents their assessment results directly on their browser screen.
  2. Redirect respondents to a URL.
  3. Send respondents their results via email.
  4. Provide a printable PDF report of their assessment results. If this option is selected, the PDF will be provided via email or in the browser, depending on your chosen options.

Editing On-Screen Results

To edit the on-screen results, select the checkbox next to “On Screen” and click on the “Edit On-Screen Results” button.

Edit On-Screen Results Button

The “On-Screen Results Setup” editor opens on your screen. You can add some introductory content (such as text, images, or video) to the top of the editor window.

This content will precede the score interpretation (or the type description(s) if you’re using a Type or Multi-type assessment) on the browser screen after each respondent completes your assessment.

on-screen results setup

Select Score Settings

Next, you have several options from which to choose for the on-screen results. These settings determine how dynamic content is included in each respondent’s browser.

Results Options

  • Show numeric scores:  Shows the numeric score for a Simple assessment or scores for a Type or Multi-type assessment)
  • Show chart in results:  Shows a chart of the scores. A gauge chart for Simple assessments is shown, while the chart format for Type and Multi-type assessments is configured on the Types tab.
  • Show questions and responses: Show all of the questions in your assessment and your respondent’s response to each
    • Include question notes: When “Show questions and responses” is enabled, also show the question notes in the assessment results.
  • Include buttons to share assessment results on Facebook / Twitter: Add a button so respondents can share their assessment results on Facebook and Twitter.
  • Show the sum of scores for all types: With Type and Multi-type assessments, when “Show Numeric Scores” is selected, this will include the sum of all scores.
  • Include a PDF report in the results: Add a download link for the PDF report in the respondent’s on-screen results.

      Score Explanation & Type Description Options

      Next, for Simple assessments, you can decide which score explanation text is shown to the respondents.

      Score Explanation Options

      The default setting shows only the score explanation for the score range corresponding to the respondent’s score.

      However, you can choose to show the score explanation for ALL score ranges, or you can opt not to show any at all.

      For Type assessments, you can determine which type descriptions are shown to the respondents.

      Type Description Options

      For Multi-type assessments, you can show the score explanations for your types.

      Multi-type score explanation options

      Concluding Text

      At the bottom of the page is an editor window for some concluding or additional explanatory text.  This is a great place to link your website and your contact information.

      On-Screen Concluding Text

      Click the “Save” button to return to the “Results” page.

      Redirect to a Destination URL

      If you would rather redirect respondents to your website instead of showing their results in the browser, you can decide here. Simply uncheck the box for “On-Screen” results and enter the destination URL in the field below.

      Redirect URL

      With Advanced, Private Label, and Enterprise plans, you can also redirect respondents to a URL based on their score. Please see Redirecting Respondents After Completion for details.

      Editing Emailed Results

      Next, click on the “Edit Results” button to edit the emailed results.

      Edit Emailed Results Button

      The options available here are the same as for the on-screen results, but there are some key differences to consider.

      First, you may want to personalize the greeting with the respondent’s first name when adding your introductory email text.

      (To do this, you will need to have the “Request Respondent Name During Registration” field enabled on the “Results” page. See Setting Up Respondent Registration Options for more details.)

      email results setup

      Avoid including videos in your emailed results, as it can negatively affect email deliverability. It’s best to stick with text and images to ensure that your respondents receive their results.

      Edit Email Subject

      You can also edit the subject line for the results email message sent to your respondents. The subject will, by default, be “Your Results For [assessment name].” Enter your subject line in this field to override the default setting:

      email subject line

      Scores

      Next, you have several options from which to choose for the emailed results.  These settings determine how dynamic content is included in the results email message.

      Results Options

      • Show numeric scores:  Shows the numeric score for a Simple assessment or scores for a Type or Multi-type assessment)
      • Show chart in results:  Shows a chart of the scores. A gauge chart for Simple assessments is shown, while the chart format for Type and Multi-type assessments is configured on the Types tab.
      • Show questions and responses: Show all of the questions in your assessment and your respondent’s response to each
        • Include question notes: When “Show questions and responses” is enabled, also show the question notes in the assessment results.
      • Include buttons to share assessment results on Facebook / Twitter: Add a button so respondents can share their assessment results on Facebook and Twitter.
      • Show the sum of scores for all types: With Type and Multi-type assessments, when “Show Numeric Scores” is selected, this will include the sum of all scores.
      • Include a PDF report in the results: Add a download link for the PDF report in the respondent’s on-screen results.

          Score Explanation & Type Description Options

          Next, for Simple assessments, you can decide which score explanation text is shown to the respondents.

          Score Explanation Options

          The default setting shows only the score explanation for the score range corresponding to the respondent’s score.

          However, you can choose to show the score explanation for ALL score ranges, or you can opt not to show any at all.

          For Type assessments, you can determine which type descriptions are shown to the respondents.

          Type Description Options

          For Multi-type assessments, you can show the score explanations for your types.

          Multi-type score explanation options

          Concluding Text

          Finally, you may want to add a personal touch by including a signature section for your email concluding text.

          Email Results Concluding Text

          Once again, click the “Save” button to return to the Results page.

          Editing PDF Results

          Lastly, click on the “Edit PDF Results” button to edit the PDF results.

           

          Alternatively, you can click on the “Report” tab:
          Report Tab

          NOTE: The Report tab only shows if you’ve checked the “As a PDF” box under “How Respondents Receive Their Results.”

          Check out Creating Your PDF Report for more details.

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