Improvements to Assessment Generator

We love to hear from our users and over the past few months you’ve given us some great ideas for enhancements to Assessment Generator. We’ve been hard at work turning those ideas into reality, and we’re ready to show off the results.

Here are four great new features that we’ve rolled out recently:

Radar Charts in Assessment Results

For type-based assessments (assessments that score users in multiple categories), you can now graph your user’s scores using a Radar chart in addition to Pie and Bar charts.

Radar Chart
Radar charts clearly show areas of strength and weakness

The radar chart shows the maximum possible scores for each category, in addition to the user’s score. In the example above, it’s easy to see that the user scored well in the “Technology Readiness” type, but needs to work on “Business Readiness.”

To change your type-based assessment to use a radar chart, log into Assessment Generator and find your assessment. Click Edit Assessment from the Actions dropdown menu.

Next, scroll to the bottom of the page and click “Edit Results.” Find the field titled “Choose the Type of Chart to Show Your User” under On Screen Results and select “Radar” in the dropdown menu.

Redirect to a URL Based on Score

Segmenting your leads and targeting your marketing efforts can make a big impact. Targeted marketing lets you speak to your prospects’ unique needs and concerns.

With an Assessment Generator advanced or private label account, you can now redirect your visitors to any URL based on the score they receive on your assessment. To set up this feature, click Edit Scoring in the actions menu for a simple assessment, or Edit Types for a type-based assessment.

Click Edit for a score band or type. On the next screen, click the checkbox Redirect to URL and enter the URL in the Final URL Destination field.

Create pages on your site based possible outcomes of your assessment and send your visitors to the content that will help them the most.

Duplicate Question

It can be time consuming and tedious to create assessments with many questions. To help make the process easier, we’ve added the ability to duplicate a question. In the list of questions, click Duplicate in the Actions column for a question.

This will make an exact duplicate of the question below the original copy. You can then edit it to make it unique. In the case of an options question, all of the answers you have created will also be duplicated. The order of your answers will be maintained in the new copy of the question.

CSV Download

Many of our customers download the results for their assessments in CSV format for analysis in a spreadsheet program. We’ve recently added the numeric score value of each answer in addition to the text value. In other words, since a Yes answer to a Yes / No question receives a value of 1, the value 1 is shown in the CSV file along with ‘Yes.’

This allows you to perform detailed analyses of users who answered specific questions in specific ways.

To download your assessment results, click View results in the Actions menu for an assessment. Click the Export to CSV button and the file will be downloaded to your computer. Open the CSV file in any spreadsheet program such as Microsoft Excel or Google Sheets.

Thanks again for all of your fantastic ideas for Assessment Generator. If you have a suggestion for us, leave it in the comments below.

 

Targeted Marketing with Assessment Generator

Understand Your Users and Tailor Your Marketing

Understanding your customers and speaking directly to them as individuals is a key element to a successful marketing campaign. With Assessment Generator you can use quizzes, assessments, and surveys to understand your users and provide them with the content and products most likely to meet their needs.

For example, you might have some products tailored to newcomers who need basic information to get going, and other more advanced offerings to help experienced customers get the most from your product or service.

You can design an assessment to figure out who those users are and provide the right content for them. This helps you present the right products and services to the users who need them. And by not presenting irrelevant content, your users will know that you understand them and their needs, individually.

Two Ways to Present Customized Content Based on Assessment Results

If you’ve used Assessment Generator before, you already know that you can create custom content for your users based on how they score on your assessment.

We’ve just introduced an exciting new feature for our advanced and private label users that allows you take this a step further by automatically directing your users to the webpage of your choice after they complete their assessment. Here’s how it works:

After your user submits their responses to your assessment or survey, Assessment Generator calculates their score, just like before. Then, instead of emailing their results or showing them on-screen, they’re directed to the  webpage that you decide on based on their score.

How to Set it Up

Setting up this new feature is easy – here’s how:

  1. Log into your Assessment Generator account and find the assessment you wish to use.
  2. In the Actions menu, select Edit Scoring or Edit Types
  3. Edit the type (for type-based assessments) or the score explanation (for simple assessments)

Edit the Scoring Key

  1. Select the “Redirect to URL” checkbox
  2. Enter the desired URL in the “Final URL Destination” field

Select redirect to URL and provide a location

A few notes about this feature:

  • This feature is only available with our Advanced and Private Label accounts. If you have a Basic or Free account and wish to use this feature, follow the “upgrade” link that you will see on this page.
  • For a type based assessment the process is very similar, but the screenshots above will look slightly different.
  • If you have a “Final URL Destination” set up for your assessment as a whole in Edit Assessment -> Edit Results, the score or type specific URL redirects described above will be used instead.

As always, if you have any questions about this or any other feature of your Assessment Generator account, don’t hesitate to contact us at support@assessmentgenerator.com

Have a great day!

The Assessment Generator Team

Add a Facebook Share Button to Surveys and Assessments

facebook

Fun Quizzes are the latest rage on Facebook – have you noticed?

Now you can use Assessment Generator to let your assessment takers share your assessments – imagine when your contacts in FaceBook share your assessment with their friends and their friends share – wow!

What will that get you? More people will want to take your survey and share it with their friends. Here are some ideas for fun quizzes:

  • Quizzes for teens
  • Quizzes for parents
  • Personality quiz
  • Nutrition quiz
  • Music quiz
  • Art quiz

You probably have great ideas for quizzes that would engage your customers. Here’s how to add a facebook share button to your assessment!

Set Up Your Assessment for Sharing

This is what allows Facebook and other social media platforms to automatically add nicely formatted links to posts. You’ve probably seen them:

Facebook will add a link like this to your users' feed when they share your assessment.
Facebook will add a link like this to your users’ feed when they share your assessment.

All you need to do is provide an image and a description. Here’s how:

  • Log into your Assessment Generator account. If you don’t have an account, create a free trial account now!
  • Click the Actions menu and select Edit Assessment for the assessment that you want to change.
  • Scroll to the bottom of the page and click ‘Edit Customization.’
  • Near the bottom of the Edit Customization page, you’ll see fields where you can add or change your social media image and description:
    Add a description and image for social media posts
  • Add a description of your assessment. Facebook displays the first 300 characters of your description, which is about 3 lines of text.
  • Upload an image for your assessment. The image must be at least 200 x 200 pixels or Facebook will not use it.
  • Scroll to the bottom of the page and click Save.

Now comes the fun part!

Try Out Your Assessment

  • In Assessment Generator, click the Actions menu and select Add to Site. Copy the link shown in the text box at the bottom of the page, titled URL of Your Assessment:
Copy this link
Copy the highlighted link
  • Open the Facebook Sharing Debugger.
  • Paste the assessment URL into the text field in the debugger and push the “Debug” button.
  • Take a look at the “Link Preview.” If it looks good, congratulations, you can move on to the next step, adding share buttons to your assessment.
  • If it’s missing your image or description, click ‘Scrape Again.’ Check your assessment to make sure you saved your changes. If it’s still not working, contact us – we’re always happy to help!

Add a Share Button to Your Assessment

Get the Code

  • Open the Facebook Share Button Configurator.
  • Enter the URL of the page you would like to share in the “URL to Share” field. This is the same URL you used in the Facebook debugger. You can find it in your Assessment Generator account under Action->Add to Site.
  • Choose the layout and size of the button.
  • Click the “Get Code” button
  • Select the “Iframe” tab and copy the code shownCopy code from the iFrame tab

Add the Code to Your Assessment

  • In your Assessment Generator account, find your assessment and click Actions->Edit Assessment
  • At the bottom of the page, click “Edit Results”
  • Find the “Results Header” box and click on the “Source” button
  • Paste the code from Facebook into the box. The code can be by itself, or in addition to other content.
  • Preview your assessment, and you should see the share button on your results page.

You can add the share button to any of the fields in assessment generator that allow HTML formatting. For example, you could add it to your assessment footer to have it show on every page.

If you need help, please contact us!

Don’t have an account? Try Assessment Generator for free today!

 

What Makes a Lead a LEAD?

AGSalesFunnelLogoAs I read this interesting blog post from Ultimate Lead Systems – (to read the entire post, go to: http://www.crm-insights.com/archives/525), it appeared to me that sometimes the lead generating funnel becomes too complicated.

Text quoted from the blog:

Melanie Poliafico recently submitted a post in a LinkedIn group that sums it up nicely:

“A lead is the identification of a person or entity that has the interest and authority to purchase a product or service. ”

“Her company uses the Sirius Decisions Lead Spectrum and BANT criteria to ensure qualified opportunities are generated for sales people.  Below are the 5 suggested qualification criteria to use to confirm that a lead is a LEAD:

BANT – (Budget,  Authority, Need and purchase Timeframe)

Criteria 1- Inquiry from an individual from a marketing campaign or trade show, or someone who has taken proactive steps to demonstrate interest in your message, product or service.

Criteria 2- A meaningful interaction (via phone or email) with the individual confirming that the company meets qualifying criteria as a bonfide target prospect.

Criteria 3 – The individual identifies a specific NEED for your product or service. (Application)

Criteria 4 – The individual is in the process of defining purchase requirements for your product or service. (Budget & Timeframe)

Criteria 5- The individual has confirmed they have the Authority, Budget and a defined Timeframe for purchase.”

Probably all of that is necessary, so let’s look at it in simpler terms –  here is what I came up with:

I work with people who don’t necessarily have a huge sales and marketing organization but they still need some way to sort out the leads they are getting. To keep it simple and still get the benefits of the above 5 criteria, my advice is to provide people with a free assessment, whether it is published on a website, Facebook, LinkedIn, Twitter – any social media account, news letters, conferences – where ever.

IF you give your visitors the opportunity to take an assessment and promise them tangible and valuable results, instantly, and they complete the assessment, you’ve completed the first three criteria in one step:

Criteria 1 – Inquiry from an individual who has taken a proactive step,

AND Criteria 2 – A meaningful interaction,

AND Criteria 3 – The individual, by completing the assessment has identified a specific NEED for the product/service.

Then, Criteria 4 and 5 are handled on a personal communication level, followup emails, and phone calls because NOW you have something to communicate with them about; the results of the assessment they just took.

This can save hours of qualifying lead time to staff or individuals who do their own marketing. You’ve automated the first three steps and have identified quality leads.

If you are not comfortable creating assessments, or don’t have the time, check out Professional Services for Assessment Generator!