Overview of assessment features

The overview of assessment features will help you create your first assessment and add useful features, like outcomes, email templates, custom scoring, social media, save details and add password.



An assessment is a set of questions you compile and by assigning scoring to the questions, you can assess the respondent's level of knowledge of information or about your company or product. Based on their level of knowledge, you can give specific advice or information once they have completed it.

What is an assessment? Why should you create one? Can it be personalized? How can it help you scale your business? This and much more to find out in the following webinar recording.

This guide will teach you:

  1. Outcomes
  2. Email templates
  3. Custom scoring
  4. Social media options to share results
  5. Save respondent details
  6. Add a password
  7. Automatic PDF report generator

Features are available for all plans unless otherwise specified.

1. Outcomes

Outcomes are included in the Professional, Enterprise and ReportR plans. 

Outcomes allow you to create personality quizzes and business tests that end with personalised advice based on the respondent's answers. 


Outcomes allow you to show different final screens depending on how respondents answered the questions. Create a number of different final screens to be shown in different scenarios. You could give specific advice if respondents chose a lot of incorrect answers, or some insight if it's a personality assessment.

2. Email templates

Email templates are included in the Professional, Enterprise and ReportR plans.

The email templates allow you to send emails to your respondents based on their selected answers or a quiz/survey score. This is a great way to keep your respondents engaged! 

You can email respondents with information based on their knowledge level, for example, for a respondent who did well on an assessment of their knowledge in a particular area, send them more advanced information than to a beginner. Or email them with next action to take if they've received a certain score. You might advise the respondent to talk to their manager or take a course if they did not score so well on a skills test.

3. Custom scoring

Custom scoring is included in the Professional, Enterprise and ReportR plans.

Custom Scoring is a score that you allocate for each answer, and will not be shown to respondents. You will be able to view the scores on the results page.

The custom score is found in the Extra Options tab. Enable custom scoring and then you will be able to add a score next to each answer.

Overview of assessment features-custom score

4. Social media options to share results

When you turn on Social media options, respondents will be able to share or like your questionnaire on social media or share your Facebook page or website.

Social media options can be found in the Other options section of the Extra Options tab. This is the screen that you'll see. You'll be able to choose the exact options for sharing with Facebook and AddThis.

Overview of assessment features-addthis

When you've turned on the social media options, your final screen will show the buttons here (yours may differ depending on the options you've chosen):

Overview of assessment features- social media examples

5. Save contact details

Save contact details is included in the Enterprise and ReportR plans.

If you're asking respondents for their personal information, why not save yourself time later on, and rather than transferring the data collected to a new contact list, use our save contact details feature to build the contact list automatically. This is a great way to make your follow-up more efficient!

Save contact details is also found in Other options.

Overview of assessment features-save contact details

Once you have activated the save contact details, you need to choose where the contact details should be taken from. 

Overview of assessment features-save contact details

6. Add a password

Single password is included in all plans. Multiple passwords feature is included in the Enterprise and plan.

If the information or advice you'll give is confidential, you can protect it with a password.

To add a password, go to the Share tab. Toggle the button to protect your questionnaire with a single password. A box will appear for you to type your chosen password. Don't forget to send it out to respondents so they know what they need to enter!

Overview of assessment features-single password

7. Automatic PDF report generator

Take assessment reports to the next level by providing respondents with a personalized PDF report based on the answers they gave. Email us to find out more.

What's next?

  • Download your results to see and analyze all the data you collected from your survey. There are different options available, choose either a bulk download of survey results or files relating to individual responses. You can choose between Excel format, PDF format, or use Report Scheduler.
  • Intro screen  is the first screen your respondents will see when they're taking your questionnaire. When you're sending out a questionnaire, you'll want to give your respondents a bit of information before they start. You can do this with the Intro screen.
  • The Final screen aims to give a final message to your respondents, thank them for participating, give further instructions or leave some extra information. You can also display the respondent score like a percentage or a gauge chart.
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