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Get Started Quickly

Get Started Quickly

9

Create Your First Assessment
Quick Start: Assessment Set-Up
Quick Start: Social Media Setup
Quick Start: Add Types
Quick Start: Add Questions
Quick Start: Assessment Styling
Quick Start: Assessment Scoring
Quick Start: Assessment Results
Quick Start: Share Your Assessment

Assessment Setup

Assessment Setup

4

Assessment Dashboard
Set Up Your Assessment
Configure Social Media Preferences
Add Videos to Your Assessment

Build Your Questions

Build Your Questions

11

Add Assessment Instructions & Footer
Choose Your Question Format
Add Binary Questions
Add Checkbox Questions
Add Drop-Down Questions
Add Narrative Questions
Add Numeric Questions
Add Options Questions
Add Ranking Questions
Add Scale Questions
Add Validation Questions

Style Your Assessment

Style Your Assessment

5

Assessment Styling and Layout
Assessment Fonts & Backgrounds
Customize Assessment Text Elements
Select Assessment Color Palette
Preview and Test Assessment

Define Scores & Types

Define Scores & Types

4

Select Your Assessment Scoring Model
Score Your Simple Assessment
Create Types for Your Type Assessment
Create Types for Your Multi-Type Assessment

Deliver Results

Deliver Results

9

Set Up Respondent Registration Options
Set Up How Respondents Receive Results
Configure On-Screen Results
Redirect Respondents After Completion
Configure Emailed Results
Use Merge Codes in Assessment Results
Application Integrations
Webhook Integrations
Set Up Assessment Alerts

Design Your PDF Report

Design Your PDF Report

4

Enable PDF Report Generation
Design PDF Report Content
Configure Report Body Content
Pro Tips for PDF Reports

Ready to Share

7

Share Your Assessment
Protect Assessments with Access Codes
Generate & Send Access Codes (Manual)
Sell Assessments with Access Codes (Automated)
Sell Assessments with Access Codes via WordPress & WooCommerce (Automated)
Share Assessment in a Membership Portal or LMS
Tag Responses by Group

Review Responses

Review Responses

1

View, Filter, & Export Responses

Explore Special Topics

Explore Special Topics

3

Advanced Features
Private Label Features
Glossary

Access Account Options

Access Account Options

2

Account Settings
Referral Program

Home
User Guide
Ready to Share

Ready to Share

Share Your Assessment
Protect Assessments with Access Codes
Generate & Send Access Codes (Manual)
Sell Assessments with Access Codes (Automated)
Sell Assessments with Access Codes via WordPress & WooCommerce (Automated)
Share Assessment in a Membership Portal or LMS
Tag Responses by Group

N E W S L E T T E R

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