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 one of your tried and true assessments to them. How will you separate their results from everyone else who’s already taken your assessment?

With Assessment Generator, you can offer a unique URL to each and every group who 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 name for each group that you want to receive 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 this screen that 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

Select Share Assessment

On the Sharing Your Assessment page you’ll see 3 tabs which offer different ways you can share your assessment.

Start by checking the “Segment responses by group” option on the Share Your Assessment page:

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

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

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

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

The same is true for your popup code snippets:

To go back to the regular URL with no group, deselect the Segment Responses by Group checkbox.

Each of these URL variants will continue to work for as long as your assessment is enabled.

In this way, you can have multiple groups take your assessment and 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.

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

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

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