Assessments vs. Surveys

This article hopes to save you valuable time by describing the differences between surveys and assessments to help you decide which best meets your needs.

Many of our customers, especially coaches, come to us after having first tried well-known survey tools and discovering that they don’t offer the features that they need. Even with a free plan, learning a new software tool is an investment of valuable time. Spending that time only to discover that a survey is not actually what you need can be frustrating.

Surveys: A one-way street

A survey is intended for a single purpose – to gather information for use by the survey author. Feedback to the respondent is typically limited to a simple Thank You. Common uses for surveys include:

Surveys are a one way street
  • Customer service – How was your experience at our store?
  • Product feedback – How did your recent purchase work out for you?
  • Scientific surveys intended to gather data on a particular topic for a study or paper

In each of these cases the respondent answers the questions and the data goes to the survey author, who typically analyzes the aggregated data. Usually they’re not interested in what any individual responses are.

Assessment Generator can certainly be used for this type of survey, but it offers much more. If you need more than a survey, read on…

Assessments: A Conversation

An assessment starts out like a survey – the respondent answers questions and provides information. But that’s only the beginning. An assessment also provides feedback directly to the user. That feedback is the secret sauce that makes assessments so powerful for lead generation.

After a respondent submits an assessment, Assessment Generator calculates a score based on how the user answered the questions. You, the assessment author, define how different responses to each question contribute to the final score.

Type Based Assessments
You can also create assessments with multiple types or categories. You assign each question to a category and give your respondents a separate score for each category. Learn more about type-based assessments.

After the score is calculated the user receives feedback, either on-screen or via email, telling them how they scored (the numeric value) and more importantly what their score means.

It’s that last part – your expert evaluation of them based on how they answered your questions – that provides enormous value to your respondent.

This exchange also benefits you:

  • Your analysis of their results demonstrates your expertise and establishes your credibility with the respondent.
  • Delivery of the report establishes a relationship with the prospect. When they receive their report, your prospect has received something of legitimate value from you, for free. This makes them more likely to want to return the favor, in the form of responding to future communications from you.
  • This relationship forms a basis for further conversation. When you reach out to them again, it will be in the context of already having communicated with them. You can speak to them as an existing client instead of as a cold contact.
  • Your report can also invite your prospect to contact you to learn more about their assessment results.

Assessments can be used to engage your website visitors who want to know more about what services you have to offer. Having your website visitors “test themselves” without obligation is a terrific way to gain your respect and keep them coming back. 

Automate your Lead Generation

Assessments help you find your ideal clients

Assessment Generator automates this entire process. Instead of spending hours on free evaluations and initial consultations, assessments help you find the clients that fit best with your coaching practice with far less effort.

Automated assessments help to free you from the drudgery of selling, giving you more time to focus on your passion for helping people reach their goals. Isn’t that why you went into business in the first place?

Ready to get started? Use the buttons below to set up a free account at Assessment Generator, or schedule a one-on-one meeting with our experts to learn more about us.

Using Instant Feedback

Who doesn’t love instant feedback?

Instant feedback gives you a sense of where you currently stand and provides an opportunity to take learning to a new level.

With Assessment Generator, you can always provide automatic results for everyone who takes your assessment.

You can also provide instant feedback within your assessment based on how your respondents answer each options question.


How Instant Feedback works

With our newest settings you can show feedback text when your respondent selects a choice from your options (or “multiple-choice”) question.

The feedback text can be shown in different places during the assessment:

  • Never: This is the default setting, and no feedback is shown
  • Immediately during the assessment: Feedback is shown while the user is completing the assessment, as soon as they select an option.
  • In the respondent’s report: The feedback is shown after they complete the assessment — in their onscreen browser, emailed results, and/or PDF report provided. Note: The feedback will only be shown in the report if it is configured to show questions and responses.
  • Both during the assessment and in the report: Feedback is shown in both places.

Of course you can also include images, videos, and links with your feedback text.

Check out the Adding Options Questions section of our User Guide for more details.

Sign up for your free account today.

Thank you for choosing Assessment Generator!

Adding Videos to Your Assessments

“Video killed the radio star” or so the song goes…

Videos are everywhere these days: YouTube is king on the internet, followed closely behind Facebook Live.

play video

Why do you suppose that is?

If a picture is worth a thousand words then a video must be worth millions.

That’s why there is often no better way to communicate ideas than with video.

Adding Videos to Your Assessment

Did you know that you can add videos to your assessment in Assessment Generator?

Here’s how:

Start by uploading your video to YouTube. You can make your video “Unlisted” so only those who have the URL can see your video.

If you don’t already have a YouTube account, it’s easy to set one up. If you happen to have a Gmail or Google account, then you can use those login credentials to access YouTube.

After you upload your video, click on the “Share” link underneath your video:

YouTube video

A window will pop-up on your screen with a number of video share options.

Click on the “Embed” link:

Then click on the “Copy” link (in the lower right corner) to copy your YouTube video embed code:

Now go to the editor window in Assessment Generator where you want to place your video and click on the “Source” button at the top of the window:

Paste your embed code (use CTRL-V on your PC or Command-V on your Mac).

Your embed YouTube video code will be displayed. Here is also where you can edit the width and height of your video:

embed video

Click “Source” again to see your video, center it on the screen (if desired), and click “Save” to save your changes.

Saving embedded YouTube video in Assessment Generator editor

You can add videos anywhere in your assessment that you see the HTML editor shown above – in the header, instructions, and even in the questions themselves!

Custom Assessment Solutions

Your business is unique, and sometimes a cookie-cutter solution just isn’t enough.

We get it.

When you buy an off-the-shelf solution, it will often meet most of your needs but it’s seldom perfect.

But who has the time or the money to invest in a fully-customized solution?

That’s why we’ve added the ability to create personalized solutions for individual users and assessments.


Each customization is unique to you. You specify exactly how it should work and no one else can use what you design.

Examples of Our Custom Solutions

Here are some examples of some solutions that we’ve created for our clients:

  1. Automatic Spreadsheet Population. One of our clients has a spreadsheet that they populate with their assessment responses. The spreadsheet performs calculations based on those responses and generates graphs and other content. Before they started using Assessment Generator, they populated all of this spreadsheet data by hand. Now they log into their Assessment Generator account, select the responses to include in the report, and their spreadsheet is automatically populated and sent directly to them. This saves our client the time and hassle of entering the data by hand.
  2. Customized PDF Assessment Report. Another client had a need for creating a specifically-styled PDF report to send to users with images, headers, and footers on each page. We created the report format based upon their design so they can achieve the level of impact they desired.
  3. Customized MS Word Assessment Report. Our client needed to generate an editable report so he could insert extra information before sending the report to the recipient. We designed a solution that automatically generates and sends a report to our client in MS Word format. Our client modifies the report as desired, converts it to PDF, and then sends it along to his prospect, which saves him valuable time.

Looking for something more than just a standard solution?

Schedule an appointment today to discuss your requirements. Then we’ll create a quote for a tailored solution that best meets your needs.

There is no charge and no obligation for the consultation or the quote.

Filtering Responses to Your Assessment

Great news! There’s now an easier way to both view and export a subset of all of your assessment results.

You can now search and filter responses to your assessments from within your Assessment Generator account.

This new feature allows you to select responses by:

search, filter, sort

When you go to the Responses page for your assessment, you will now find filter fields for the date range, respondent name (or email address), and group name.

Simply enter your field choices and click the Search button to narrow your list of assessment respondents displayed. Click the Clear button to view your entire list.

response filters

When you select “Export Responses” from the drop-down menu in the upper right corner, your export request will include whichever filter settings you have in place.

export responses menu

Please see Viewing and Exporting Users’ Responses for more details.

Thank you for choosing Assessment Generator!

Match Your Brand with Colorful Assessments

There are so many ways to customize your assessments in Assessment Generator.

This is especially true when it comes to…

c o l o r.


It’s easy to add your logo and your brand colors to your assessment with our numerous style options.

Here are just some of the items that you can customize to your brand:

  • Page background color
  • Question text color
  • Title & accent color
  • Assessment border color
  • Title border color
  • Assessment background color
  • Alternate question background color
  • Horizontal line color between questions

And now, you can also select the colors of your assessment score charts!

For example, use one of your brand colors for your simple assessment score chart:

Simple assessment chart

Or display your brand color in the bar chart for your type-based assessment:

Bar chart same colors

If you prefer, you can select a different color for each one of your types when you use bar charts in your assessments:

bar chart different colors

You can also choose a different color for each of your types when you use pie charts:

Pie chart

In addition, you can also now select the color for the navigation buttons within your assessments, giving it just a bit more personalization for you.

With so much flexibility on offer, what’s stopping you?

Create your free Assessment Generator account today!

Percentage Scoring

As you probably already know, scoring assessments based on points earned has been a core capability of Assessment Generator from our humble beginnings nearly 15 years ago.

But what if you wanted to show the percentage scored in your results? Until recently, you were out of luck.

Now Assessment Generator will automatically calculate and display users’ score percentage in their assessment results.

This capability is available for all simple assessments. (We plan to also offer percentage scoring for type-based assessments in the near future.)

Scoring on a percentage basis

How to Set up Percentage Scoring

From within the Assessment Generator editor, click on the “Scoring” tab for your simple assessment.

Directly above the Score Interpretations banner, you will find a new option to “Show Score as Percentage”.

Percent score

Click this option to show your users’ results as a percentage of the total possible score.

select show score as percentage

Your users’ results will then be presented as a percentage of the maximum possible score:

results example as a percentage of the maximum possible score

It’s that easy. In fact, this change offers so much punch that we’re wishing we’d done this a long time ago.

Thank you for choosing Assessment Generator. Enjoy!

Reverse Scoring for Scale Questions

With Assessment Generator, it is now possible to use reverse scoring for all scale questions.

Forward and reverse

What is Reverse Scoring?

For a scale 1-5 question, normal scoring means that choosing the low end of the scale (1) results in the lowest number of points while choosing the high end of the scale (5) results in the highest number of points.

Reverse scoring means that the numerical scoring scale runs in the opposite direction. In other words, choosing the low end of the scale (1) results in the largest number of points.

How to Set Up Reverse Scoring

When you create and edit any scale question in Assessment Generator, you will now find this checkbox underneath the settings for point values:

Reverse Scoring

Simply check this box, click the “Save” button, and reverse scoring will automatically be applied to your scale question.

In this way, you can create an assessment that provides more reliable results and is much harder to “game” by users.

Tagging Assessment Responses by User Groups

Have you ever wanted to give your assessment to a specific group of clients?

Maybe you’re leading a seminar. Wouldn’t it be great for your attendees to take your assessment on their phones during one of your sessions?

Or maybe you’re working with a company. You’d like to give one of your tried and true assessments to them. How will you separate their results from everyone else who’s already taken your assessment?

With Assessment Generator, you can now offer a unique URL to each and every group who takes your assessment!

And, you can do this with every assessment you have in your account, whether they are new or ones that you’ve used for years.

Assessment User Groups

How it works…

You define a group name for each group that you want to receive a special tag.

The group name is then embedded in your assessment URL and you give that URL only to the corresponding group of people.

Then, every person who takes your assessment from that link receives your group tag.

It’s that simple.

How to set it up…

Start from your list of assessments in your Assessment Generator account.

(This is this screen that you see when you first log into your account. You can also get there by selecting “My Assessments” from the Actions menu in the upper right-hand corner of your screen.)

Select the “Add to Site” link from the menu underneath your assessment

A window will pop-up on your screen. On this page, you will find your unique assessment URL as well as the unique code snippet to use for including your assessment in an iframe on your website.

New to the top left of this window is a checkbox which is labeled “Segment responses by group”.

Check this box and enter your group’s name on the line below:

Note how your assessment URL changes to include your group name.

Click the “Copy to Clipboard” button to share your URL on your website, in an email message, on social media, or anywhere that weblinks can be used.

Now when someone takes your assessment with this URL, their results will include a tag with your group name.

To create a link with a different group name, simply enter another name on the “Group” link and copy that URL to share it with your new group.

You can also delete your group name at any time to obtain your assessment URL without a group tag.

Each of these URL variants will continue to work for as long as your assessment is enabled.

In this way, you can have multiple groups take your assessment and easily analyze their assessment results at any time.

How to view your group’s results…

The group tag will also show up in your CSV results download.

You can even use your group tag in Zaps to send it to your CRM software.

(Note: you will need to create a new Zap to take advantage of this).

What do you think of this new capability? What else would you like to be able to do with Assessment Generator?

Please leave your comment below. Or, send us a quick note with your comments.

Thank you for using Assessment Generator!

New Features of Assessment Generator

Have you checked out Assessment Generator lately?  

We’re thrilled to announce that we’ve just released a completely new version of our software!

It’s loaded with lots of great new features designed to take your assessment experience to a whole new level.

lots of new features

Here is just a sampling of our new features:

  • A modern and intuitive assessment editor interface
  • Drag and drop ordering of questions, options, and score interpretations
  • Flexible point value scoring for all question types
  • Progress bar to guide users through assessments
  • Interactive styling editor with an instantaneous preview pane
  • Request users’ contact information before they begin your assessment, after they complete it, or not at all
  • More flexibility in how users receive their assessment results

Sign up for your Free Trial of Assessment Generator today.

Check out our Getting Started documentation or watch our QuickStart Navigation Video as well as other tutorial videos to discover how to put these great new features to use in your business.

Thank you for choosing Assessment Generator!