User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » 
  3. Setup Page
  4.  » Configuring Social Media Preferences

Configuring Social Media Preferences

Start by entering the Assessment Generator editor.

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

edit assessment

Then scroll down to the lower half of the page to the “Social Media” section.

social media settings

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.

Social Media Text

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 respondents 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 respondents to share their highest-scoring 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 Respondents 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 the “Choose” button.

Then click on the “Upload” button.

upload thumbnail


Click the “Choose File(s)” button to browse your computer for your thumbnail image. Or you can simply drag and drop your image file onto the box below.

upload image files

Adding Your Facebook Pixel ID

The next field on this page is for adding your Facebook pixel to your assessment.

Facebook Pixel ID

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:

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 or Google Tag Manager ID

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:

    Save Your Changes

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

    Save Social Media Settings

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