User Guide

Everything you need to know from the basics through advanced features

  1. User Guide
  2.  » 
  3. Sharing Your Assessment & Receiving Responses
  4.  » Tagging Responses by Group

Tagging Responses by Group

Have you ever wanted to give your assessment to a specific group of clients?

Maybe you’re leading a seminar. Wouldn’t it be great for your attendees to take your assessment on their phones during one of your sessions?

Or maybe you’re working with a company. You’d like to give them one of your tried and true assessments. How will you separate their results from everyone who’s already taken your assessment?

With Assessment Generator, you can offer a unique URL to each group that takes your assessment!

And you can do this with each assessment in your account, whether they are newly created… or assessments that you’ve used for years.

Assessment User Groups

How it works…

You define a group for each set of respondents that you want to be associated with a special tag.

The group name is then embedded in your assessment URL, and you give that URL only to the corresponding group of people.

Then, every person who takes your assessment from that link receives your group tag.

It’s that simple.

How to set it up…

Start from your list of assessments in your Assessment Generator account.

(This is the screen you see when you first log into your account. You can also get there by selecting “My Assessments” from the “Actions” menu in the upper right-hand corner of your screen.)

Select the “Share Assessment” link from the menu underneath your assessment

Share Assessment Link

On the “Sharing Your Assessment” page, you’ll see 3 tabs that offer different ways to share your assessment.

Start by checking the “Segment responses by group” option:

Segment responses by group

 

Enter your group name and click on the “Add Group” button:

Create a new group

Or select a previously used group name from the list (if you have any):

Select group name from list

Your URL changes to include a tag with the group name that you selected:

Group name in direct assessment link

Note that the same group name is also included with your embed snippet:

Group name in embed code

The same is true for your popup code snippets:

Group name in assessment popup code

To go back to the regular URL without a group name, deselect the “Segment Responses by Group” checkbox.

Each URL variant will continue to work for as long as your assessment is enabled.

This way, multiple groups can take your assessment, and you can easily analyze their assessment results at any time.

How to view your group’s results

From your assessment dashboard, select the “Responses” link for your assessment.

Assessment Responses Link

Responses are shown on this page with their corresponding group tags. When using an assessment URL without a group tag, none will appear for those responses.

Response page with group names

The group tag will also show up in your CSV results download.

You can even send your group tag in Zaps to your CRM software.

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