Everything you need to know from the basics through advanced features
Creating Types For Your Type Assessment
A Type Assessment assigns a respondent to one of several categories.
- That’s like the Sorting Hat in Harry Potter that assigns each new student to one of the four houses in the school.
- For example, an assessment can ask, “Are you more of a Cat Person or a Dog Person?” The answer to each question scores points for one or another type. You can assign the respondent to any type based on their scores and then give them a description of that type, such as: “You are a Dog Person.”
To set up types for your Type assessment, start by entering the Assessment Generator editor.
First, select the “Edit” link in the menu underneath your Type assessment.
Then click on the “Types” tab at the top of the page.
The “Types” page is where you’ll set up the different types (or categories) used to score the questions in your assessment.
It’s also where you explain what it means to be assigned to a specific type to those who score highest (or lowest) in that type when they take your assessment.
Choose Your Scoring Model
You can set up your assessment scoring in one of two ways:
- Type Assessment: Assigns the respondent to a single type based on their scores and presents content for that type.
- Multi-Type Assessment: Rates the respondent and provides score-dependent feedback in all types.
If you’ve chosen the second option, please go to Creating Types For Your Multi-Type Assessment.
Configure Type Presentation Order
The next section is where you decide the order in which the types are shown to the respondent after they complete your assessment.
With the first option, the types are shown from the highest scoring to the lowest for each respondent.
The second option allows you to present the same ordering for each respondent regardless of how they score in each type.
Select the Chart Type for Respondents’ Results
Next, select which chart type you would prefer for your respondents’ results:
There are 4 chart styles from which to choose:
Note: When you set up your results in the “Results” tab, you’ll also want to select where your chart appears. You can include respondents’ results on their browser screen, in their results email, and their PDF report. You can also opt to turn the chart off completely. See Setting Up How Respondents Receive Their Results for more details.
Show Scores as Percentages
If you want to show assessment scores as percentages of the total score, check the box for “Show Scores as Percentages.”
When this boxed is unchecked, the scores are based on the raw point values that you assign to your questions.
Set Custom Colors for Chart Segments
You can next choose whether to set custom colors for each chart segment.
When you check this box, you’ll be given the option to assign a chart color for each type you create. These colors will be displayed when you choose a bar chart, pie chart, or radial bar chart.
The system default colors will be used for your results chart if this box is unchecked.
Create Your Types
Next is the area where you enter your types. You can add as many or as few types for your assessment.
Click on the “Add Type” button and add a title for this type.
Add a Type Identifier
You can enter an identifier to reference your type score in your results as a “Merge Code.”
The identifier should be a name to help you refer to your type. Your respondents will not see it.
When you use an identifier as a merge code in your results, it will have ### before and after, but don’t include them here.
For example, let’s say you use “type_1” as your type identifier. When you want to reference the score for this type in your results, you’ll enter it there as ###type_1###. However, in the space below, you would enter “type_1” (without the quotes and the ###).
Assign Your Type to a Color
If you selected the option (above) to set custom colors for your types, you would see a place to choose your bar, pie, or radial bar chart color for this type.
There are multiple ways you can change the color assignment in this field.
You can click on the color box and select a color.
You can type in the name of a common color.
If you know the hex code for the color, you can enter it on the line.
Add Your Type Description
Next, add your description for this type.
Then click the “Save” button to return to the “Types” page.
Repeat this process until you’ve added all of your Types.
Editing Your Types
You can edit your Types anytime by mousing over your type and clicking on the “Edit” link underneath your type.
Make your desired changes and click the “Save” button to return to the “Types” page.
If you’ve selected custom colors for your types, you’ll also see them from this view.
Deleting Your Types
To delete your type, select the delete link underneath that type. The link will change color to red and ask you if you really want to delete it.
To delete it, click the link again. If you changed your mind or clicked the link by mistake, wait 5 seconds.
Re-Order Your Types
You can rearrange the order of your types by dragging and dropping them into place.
Save Your Changes
Click the “Save” button in the upper right corner of the page at any time to save your changes.
Please review the rest of our User Guide to learn more about our software.
Redirect Based on Highest Scoring Type
This feature is available for Advanced, Private Label, and Enterprise plans.
Depending on each respondent’s highest-scoring type on their assessment, you can specify different destination URLs.
First, go to the “Results” tab in the assessment editor and make sure “On-Screen” is not selected and that the “Redirect URL” field is blank, like this, and then save the assessment:
When you return to the “Types” tab and edit your types, you’ll see a place to enable “Redirect to URL” for each score interpretation.
Enable this setting, enter the destination URL for each Type in the space provided, and save your changes.
See Redirecting respondents to different pages based on their score for more details.