User Guide
Everything you need to know from the basics through advanced features
Sharing Your Assessment
Once you’ve created your assessment, you can share it with others.
To share your assessment, select the “Share Assessment” link in the menu underneath your assessment.
On the Sharing Your Assessment page you’ll see 3 tabs
Share Your Assessment via Direct Link
The first option is to share your assessment via a direct link to your own unique assessment URL.
Direct links can be used anywhere that a hyperlink can be used, including:
- In links, buttons, and menu items on your website
- In email messages to clients or prospects
- In social media posts and blog posts
- In articles and newsletters
Plus, all of our assessments are mobile-friendly!
Here you can find
Simply click on the “Copy to Clipboard” button to copy it. Then paste it into an email message, post it on social media, or connect it to a button on your website.
Embed Your Assessment in an Iframe
You can also embed your assessment onto your website using an iframe.
An iframe allows you to embed your assessment within your website so your visitors can take your assessment without leaving your site.
Click on the “Copy to Clipboard” button to copy it. Then paste this code snippet to showcase your assessment on your website.
Here’s an example of an assessment in an iframe:
Here we’ve embedded an assessment on our own site. You can embed your assessment on your site along with any other content you wish.
Display in a Popup Window on Your Site
Finally, our newest option for sharing your assessment is to display in a popup window on your website.
Follow the instructions and click the “Copy to Clipboard” buttons to copy each code snippet.
Then, paste each snippet into the appropriate portions of your page’s HTML code to display your assessment in a popup window.
Here’s an example of an assessment shown in a popup window:
Tagging Responses by Group
Imagine that you’re giving a talk at a conference, and you’d like your audience to complete an assessment during the conference. When you analyze your responses later, you’d like to be able to see which responses were collected from conference attendees.
When you create a group, you’ll see the direct link, embed code, and popup code update with a new URL specific to that group. Give out that URL to your conference attendees and all of their responses will be tagged with that group name.
Later, when you view the responses to your assessment in your Assessment Generator account, you can filter the responses by the group you created.
Click here to learn how to set up and use groups.
Hide Assessment URL
If you don’t wish your respondents to share your assessment, you may optionally hide your assessment URL to make it more difficult to distribute.
This capability is handy when your assessment is part of a paid program, for example.
When this feature is enabled, your assessment URL is encrypted so that the exact path is hidden from respondents when shared.
When someone opens your assessment, the URL shown in the browser address bar instantly changes to an address that cannot be used or copied.
The respondent can still complete the assessment normally, but they won’t be able to share your assessment with anyone else.
Please review the rest of our User Guide to learn more about our software.