---
title: How to send your assessment to respondents
description: "This guide walks you through three ways of publishing your assessment: by email, by embedding it on your website, or by sharing a link."
---

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# How to send your assessment to respondents

Once your assessment looks right, it's time to get it in front of people. The Publish tab gives you three ways to do that: by email, by embedding it on your website, or by sharing a link. This guide walks you through all three.

#### You'll need this:

- One of these Pointerpro plans: Any plan, including a free account
- These additional assets: An assessment you've already created — see *How to create your first assessment*

#### On this help guide page:

1. [Open the Publish tab](https://help.pointerpro.com/how-to-send-your-assessment-to-respondents#publish-tab)
2. [Choose your contacts](https://help.pointerpro.com/how-to-send-your-assessment-to-respondents#choose-contacts)
3. [Write your email](https://help.pointerpro.com/how-to-send-your-assessment-to-respondents#write-email)
4. [Set your assessment live and send](https://help.pointerpro.com/how-to-send-your-assessment-to-respondents#set-live-and-send)
5. [Embed your assessment on your website](https://help.pointerpro.com/how-to-send-your-assessment-to-respondents#embed)
6. [Share your assessment with a link](https://help.pointerpro.com/how-to-send-your-assessment-to-respondents#link)

#### 1. Open the Publish tab

Click **Publish** at the top of the screen. You can choose between three ways to send your assessment: **Email**, **Embed**, and **Link**. Steps 2 to 4 cover sending by email, and steps 5 and 6 cover the other two.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-10-9226-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-10-9226-PM.png)*The Publish tab, with Email, Embed, and Link.*

#### 2. Choose your contacts

Under **Email**, click **Select contacts** to choose who you want to send your assessment to. If you haven't uploaded any contacts yet, click **Import CSV** to upload them from a CSV file. Click **Download CSV sample** if you'd like an example of how the file should look.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-10-4554-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-10-4554-PM.png)*The contacts list, with options to import a CSV file and to download a sample.*

Select the contacts you want and click **Done**. Your selection is added to the **To** field, so you know where your assessment will be sent.

#### 3. Write your email

Next, write your message. Click **Draft your message with AI** and AI writes a short message for you, which you can use as is or edit.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-12-4680-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-12-4680-PM.png)*A message drafted by AI.*

Then add a subject line to your email.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-11-2960-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-11-2960-PM.png)*The selected contact, a subject line, and the drafted message.*

#### 4. Set your assessment live and send

Before you can send your email, your assessment has to be live. Click the cog wheel next to Verify that your questionnaire is live and properly configured! to open the settings of your assessment, turn on **Live status**, and click **Save**.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-13-1765-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-13-1765-PM.png)*Turning on the live status of your assessment.*

With your contacts, subject line, and message in place, click **Send to 1 address**. The button shows the number of addresses you selected.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-11-6663-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-11-6663-PM.png)*The send button at the bottom of the email.*

A confirmation tells you how many contacts the email was sent to and when. From here you can click **Track this email** or **Create another email**.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-13-5963-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-13-5963-PM.png)*The confirmation shown after your email has been sent.*

#### 5. Embed your assessment on your website

Click **Embed** to show your assessment on your own website, as text or JavaScript. Copy the code snippet with **Copy to clipboard** and add it to the body of your page. Your assessment then appears on your domain, and people can take it whenever they like.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-12-1320-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-12-1320-PM.png)*The code snippet to add to your web page.*

 

NOTE  
Your assessment has to be live for people to see it. Use the cog wheel next to the code snippet to check that it's live and properly configured.

 

#### 6. Share your assessment with a link

Click **Link** to get the link to your assessment, and click **Copy to clipboard** to copy it. You can then share it any way you like, for example in your own email editor.

![](https://help.pointerpro.com/hs-fs/hubfs/undefined-Oct-07-2026-01-20-12-8133-PM.png?width=1646&height=899&name=undefined-Oct-07-2026-01-20-12-8133-PM.png)*The link to your assessment, ready to copy.*

 

TIP  
A link works anywhere you can paste text, such as your own newsletter, a chat message, or a social media post.

 

#### What's next?

- The assessment overview screen
- How to build and publish your assessment in the Build editor
- How to design your assessment's look and feel
- How to read and share your results *(coming soon)*

---

Don't want to build it yourself? We offer **professional services**. Our team can help you design and set up your assessment from scratch. [Find out more and get in touch](https://calendly.com/anna-golumbovskaia-pointerpro/let-s-discuss-your-project).

![Banner\_professional services\_2026](https://help.pointerpro.com/hs-fs/hubfs/Banner_professional%20services_2026.png?width=670&height=264&name=Banner_professional%20services_2026.png)

 

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