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.

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

The Results page is where you can arrange 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”.

There are three options here for you to choose from:

1. Show respondents their assessment results directly on their browser screen.
2. Send respondents their results via email.
3. Provide a printable PDF report of their assessment results. If this option is selected, the PDF will be provided via email and/or in the browser, depending on which of those other options you’ve chosen.

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.

The “On-Screen Results Setup” editor opens on your screen. You can add some introductory text, images, and/or a 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-based assessment) on the browser screen after each respondent completes your assessment.

You can also specify the subject line for the results email message to your respondents. If this field is left blank, the subject line will be “Your Results For [assessment name]”.

Next, you have several options from which to choose:

• Decide whether or not you would like to show respondents their numeric scores

• Opt to include a graphic representation of respondents’ results.

• Include all the assessment questions and the respondents’ responses.

• Add a button so respondents can share their assessment results on Facebook

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

The default setting is to only show the score explanation for only the score range that corresponds to the respondent’s score.

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

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

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 that here. Simply uncheck the box for “On-Screen” results and enter the destination URL in the field below.

Editing Emailed Results

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

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

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

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

Be careful to 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.

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

As with the on-screen results, you have several options from which to choose:

• Decide whether or not you would like to show respondents their numeric scores

• Opt to include a graphic representation of respondents’ results.

• Include all the assessment questions and the respondent’s responses.

• Add a button so respondents can share their assessment results on Facebook

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

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

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

Editing PDF Results

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

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.