Quick Guide: Create your first assessment

Quick Guide: Create your first assessment

Use our assessment software to create engaging and stunning 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.

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. 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 guide here. 

You could use your Intro screen to ask some questions, for example demographic data. Read about adding Intro fields here. 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 Add question to insert your first question:

assessment - add questions

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.

We'll go through a few question types below, but for a detailed description of all question types and when to use them, check out this guide.

3.1 Text Choice

Assessment text choice example

This question type can be single-select or multiple choice where respondents can select more than one answer. More info on this question type here.

3.2 Number slider

Assessment number slider example

Check out this guide for help creating your own number slider.

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.

assessment - Design tab

If you're short on time, Survey Anyplace has plenty of fresh and professional-looking templates that you can select and you'll be good to go! Use the arrows to view the designs, then click on the one you like best or suits your company image.

assessment - Design templates

You'll have greater credibility if you display your logo, so take the time to add it here. Scroll down to Logo and upload your own.

Assessment - upload logo

Your logo colors will be automatically detected if you want, or you can choose later to detect colors.

There's loads more design options,read this guide to learn much more! 

You're doing great.. now let's see how to turn your questions into an assessment...

5 Create Outcomes

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.

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).

There are two different types of variable final screens you can choose - basic outcome or gauge outcome. We'll discuss here the basic outcome screen briefly, and for more info read this 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's the options you'll be shown to create your basic outcome screen:

Assessment - outcome options

  1. Name your outcome.
  2. Enter the text that will be shown to respondents. Use the rich text editor it to make your text more interesting and add variables which 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 allows you to a variable score to 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 about quiz scoring here.

You could also check out more assessment features in this guide.

7 Share your assessment

Whew! Almost there... you've made your assessment, it looks great, but how will others access it? Let's learn how to share it!

Click the Share tab.

assessment - share tab

Scroll down to Share questionnaire link. Here you can copy the link or the short link and take your assessment! Alternatively right click on the QR code to download it and access the assessment from there.

assessment - share link

You can find other ways to share your assessment here.

Once you've taken your assessment, you can view the results... read all about that over here.

Take assessment reports to the next level by providing respondents with a personalized PDF report of their assessment results. Email us to find out more.

Full marks! Your assessment is ready!

Vincent is the author of this solution article.

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