Quick Guide: Create your first assessment

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/product or evaluate personality or other traits. Based on their level of knowledge, you can give specific advice or information once they have completed the assessment.

Professional ✓
Enterprise ✓
ReportR ✓

Use our assessment software to create an engaging and stunning assessment.

How's it done? Follow this guide to quickly create your first good-looking assessment with these steps:

  1. Create a new assessment
  2. Write the Intro screen
  3. Add assessment questions
  4. Edit the design
  5. Create Outcomes
  6. Add custom scores
  7. Advanced assessment features
  8. Share your assessment

Log in in order to follow the steps in the tool.

1 Create a new assessment

In the Home tab, click Create questionnaire.

assessment - create questionnaire

Click Start from scratch so you can add just what you need for your assessment.

assessment - start from scratch

The title and link of your questionnaire are automatically filled in. You can leave these as they are or change it to a title and link that are more specific to your assessment.

Tip: Make sure your link is short if your respondents will have to type it themselves (e.g.: for mobile use).

Type your own questionnaire title and questionnaire link in the boxes.

assessment - name questionnaire

2 Write the Intro screen

You can use the text that is already written, or write your own sentence to explain why your respondents should complete the assessment. If you want to hide the Intro screen altogether, toggle the button next to Show intro.

assessment - write intro screen

If you want to make a more elaborate Intro screen, read our full Intro screen guide. 

You could use your Intro screen to ask some questions, for example, demographic data. Read about adding Intro fields. We suggest leaving this for now, first build your assessment and come back later if there's information you want to ask your respondents at the beginning.

3 Add assessment questions

OK, now it's time to get down to adding your assessment questions.

Click ? Questions to insert your first question:

You'll be shown a range of question types to choose from. Choose your desired question type and click Add question.

assessment - choose question type

Tip: Make sure to vary your question types so respondents do not get bored.

Read a detailed description of all question types in this overview of all question types. Don't forget to click Save changes at the top of the screen before previewing or moving to other tabs.

You don't need to do anything about the final screen, as we'll be coming to it later to add different outcomes.

4 Edit the design

Now it's time to edit the design of the assessment. Head over to the Design tab. Read our design help guide for full details about choosing a template, adding a logo, and lots more features!

You're doing great.. now let's look at the features which will help you turn your questions into an assessment...

5 Create Outcomes

Outcomes is a feature that shows respondents a final screen based on their answers to all questions or shows a screen based on criteria that you have specified (for example, a specific quiz score).

This feature is only available on the Professional and Enterprise plans. The outcomes feature is one of the main ways in which you will turn your questionnaire into an assessment, for example, you can tailor advice to show to respondents.

There are three different types of variable final screens you can choose - basic outcome, gauge outcome, and website redirect. We'll discuss here the basic outcome screen briefly, and for more info read our full Outcomes guide.

Start by clicking the Extra options tab.

assessment - extra options tab

Scroll down to Question logic and click Outcomes.

assessment - outcomes

Now you can add as many final screens as you need by clicking Create outcome.

assessment - create outcome

Here are the options you'll be shown to create your basic outcome screen:

Assessment - outcome options

outcomes screen

  1. Name your outcome.
  2. Enter the text that will be shown to respondents. Use the rich text editor to make your text more interesting and add variables that will customize the page based on respondents' answers - more about all of this here.
  3. Add an image or other media to make the page more interesting.
  4. Share on Facebook - turn this feature on to allow respondents to share results. You'll then be able to add the text and link that will be shared on Facebook.
  5. Here's where you set the rules about when to show this screen. You can base the rules on answers to the questions or contact data. For a full explanation of how to set the rules, read our outcomes guide.

6 Add custom scores

This feature is only available on the Professional and Enterprise plans. 

Custom scores allow you to a variable score for each potential answer and let the application calculate a total score for each respondent. The score will not be shown to the respondent, it will only appear in the results.

You'll find this feature in the Extra options tab - toggle the button to enable it.

assessment - custom scoring

Now go back to your questions, and next to each answer option you can add a score.

assessment custom scoring example

Make sure you save changes!

Another way to add scores is by making certain question types quiz questions. Read our guide about quiz scoring.

Why not also check out our overview of assessment features? You'll find details about a range of features all in one guide, so you can choose which ones are most suited to your assessment.

7 Advanced assessment features

If you're feeling adventurous and ambitious, why not try your hand at some of our advanced assessment features?

For those on the Enterprise or ReportR plan, the Formulas feature gives you loads of flexibility to specify when an outcome screen should be shown, an email template sent out, or can be used to show respondents their scores at the end of the assessment.

Read the formula guide and watch the video for basic details about setting up and using a formula. Check out the formula ranking table guide and learn just how you can show respondents a table of their results as soon as they have finished the assessment. Using the formulas allows you to specify exactly how respondents' scores should be calculated, as complex as you need!

formula ranking table example

Another great feature is the Question Block Custom Score table that you can add to the final screen. Use this feature to show respondents how they scored in a number of different assessment areas, ordered by highest to lowest score. A great way to give respondents immediate feedback and insight!

8 Share your assessment

Whew! Almost there... you've made your assessment, it looks great, but how will others access it? Learn how to share it by link, QR code, email, and more.

Once respondents have taken the assessment, you can view the results.

Take assessment reports to the next level by providing respondents with a personalized PDF report of their assessment results.

PDF report example

Email us if you have any questions.

Full marks! Your assessment is ready!

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