User Guide
Everything you need to know from the basics through advanced features
Configuring Social Media Preferences
Start by entering the Assessment Generator editor.
First, select the “Edit” link in the menu underneath your assessment.
Then scroll down to the lower half of the page to the “Social Media” section.
Set Up Text for Social Media Posts
In the first field, set up the text that will appear in social media posts when you share your assessment using your unique assessment URL.
Simply click and type to edit the text in this field.
Text for Sharing Assessment Results
Next, we’ll set up the text that will appear when your users share their assessment results with their friends on social media.
When you include the ###SCORE### variable in your text here, the user’s actual assessment score will appear in the social media post.
For type-based assessments, you can allow users to share their type by including the ###TYPE### variable on this line.
Enable this feature in the “Results” tab. For more information, please check out the “Setting Up How Users Receive Their Results” section of the User Guide.
Adding Your Social Media Image
Next, you can add your social media image. This is where you add your branding for all social media posts. Upload a JPEG or PNG file that is at least 200 by 200 pixels in size.
Click anywhere in the box to browse your computer for your image. Or you can simply drag and drop your image onto this box.
Adding Your Facebook Pixel ID
The next field on this page is for adding your Facebook pixel to your assessment.
A Facebook pixel can be used to track conversions on your website. It can also target your ideal prospects to boost the effectiveness of your Facebook ads.
Here are some additional resources on Facebook pixels:
- The Beginner’s Guide to the New Facebook Pixel
- The Facebook Pixel: What it is and How to Use It
- How to Use Facebook Advertising Pixels to Create High Converting Ad Campaigns
Once you have created your FB pixel, simply paste it in here.
Adding Your Google Analytics or Google Tag Manager ID
The last field on this page is for adding your Google Analytics or Google Tag Manager ID to your assessment.
Google Analytics is a different tool than Google Tag Manager, but you can enter either ID here.
A Google Analytics ID will look like UA-XXXXXX. A Google Tag Manger ID looks like GTM-XXXXXX.
Here are some links to describe the differences between these tools and how they are used:
- Google Tag Manager vs Google Analytics — Key Differences
- Google Tag Manager vs Google Analytics: What’s the difference?
- The Beginners Guide to Google Tag Manager
- What is Google Tag Manager ID (a.k.a. Container ID) and how to get it?
- How to find your Google Analytics property Tracking ID
Save Your Changes
Be sure to save your changes by clicking on the “Save” button at the top of your screen.
Please review the rest of our User Guide to learn more about our software.