Creating Trust with Assessments

One of the best ways to obtain quality leads is by focusing on building trust with potential clients and nurturing the relationship.

Trying to take your leads directly from the promotion to the sale is a sure way to put prospects on the defensive.  They don’t know whether they can trust you or whether you’re going to be able to help them.

The good news is that you can use assessments to build TRUST with your prospects while still working effectively in your business.  If you focus on building relationships first, you never again have to worry about where your next clients will come from.

build trust partnership

Assessments allow you to start a conversation with your leads when they visit your website.

With assessments, your prospects learn something valuable about themselves from their results.  They also discover how your expertise can help them and how they can contact you to get more information.

The questions you ask in your assessment and the analysis you provide of their results establish your credibility in the mind of your prospect. They see you as an expert in your field, not just a salesperson.

From learning about your prospect’s unique needs you can better continue the conversation with them.  Even better, they might just proactively reach out to you!

With Assessment Generator, this initial conversation is all done automatically so you can focus on the heart of your business.

Building solid human connections is important in all aspects of our lives. Business relationships are no different. Start building your connections today.

1,000 Integrations with Zapier

Welcome to our first blog post for 2018! We hope your new year is getting off to a productive and prosperous start!

Today we’d like to share with you the news that Zapier now offers integrations with 1,000 apps! That means that your Assessment Generator account can interface with all of those applications.

Assessment Generator Integration with Zapier

What is an Integration?

Let’s back up for a minute. What is an “integration” anyway? It means, if two apps are integrated they can talk to one another without any prompting from the user.

Let’s look at a quick example.

Use Zapier to connect Assessment Generator to Google Sheets
Connect Google Sheets to Assessment Generator

Let’s say you have an assessment in your Assessment Generator account. You also have a spreadsheet on Google Docs that you update every time someone takes your assessment where you add their name, email address, and the score they received on your assessment. With a Zapier integration, you can make that happen automatically. When someone takes your assessment, your spreadsheet is automatically updated.

This is a simple example. We’ve put together a video tutorial that describes how you can link Assessment Generator to your Active Campaign account, tagging users based on the score they received on their assessment so that you can send them marketing materials targeted to their specific needs.

How do I set up an Integration?

Integrations are easy to set up using Zapier’s friendly user interface. Even better, the Zapier service is free for simple integrations like the ones described above! You’ll need to create an account with Zapier, then create a Zap with Assessment Generator.

Zapier will walk you through connecting one of your assessments to the app of your choice.   That app could be Google Sheets or an email list manager such as MailChimp or ActiveCampaign. We’ve also written step-by-step instructions to help you. If you get stuck or have questions, our we’re always happy to help!

Dozens of Assessment Generator users have Zaps working for them right now. Take your automation to the next step and free up valuable time to pursue the core of your business!

Add Facebook Pixels to Your Assessments

If you advertise your business using Facebook Ads, then you may already be familiar with Facebook pixels.

A Facebook pixel can be used to track conversions on your website.  It can also target your ideal prospects to boost the effectiveness of your ads.

And now you can add Facebook pixels to your assessments!

Here’s how…

First, make sure you have your Pixel ID handy.  You can read about how to create your pixel here.

To add a Facebook Pixel to your assessment in Assessment Generator, simply insert your Pixel ID into your assessment.

First, select “Edit Assessment” from the drop-down menu for your assessment…

edit assessment in Assessment Generator

Then at the bottom of the “Edit Setup” page, you can find the Facebook Pixel ID field.

Add Facebook Pixel ID in Assessment Generator

Enter your Facebook Pixel ID here and click the “Save” button.

That’s it!  Now you can track your conversions with your Facebook pixel.

Here are some additional resources on Facebook pixels:

Top 7 Ways our Clients Use Assessments

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:

  • Demonstrates your expertise in the topic and establishes your credibility.
  • Provides something of value to the prospect for free, through the feedback you provide in your assessment. The prospect will be more likely to engage with you in the future if they’ve already received value from you.
  • Provides you with information about the prospect, which you can use to focus your marketing efforts.

Transform your intake forms into complete online assessments.  Your prospect’s results will be scored automatically and their detailed results can be sent to your prospects via email, provided in a printable report, and/or shown online in their browser.

Continue the conversation and suggest appropriate next steps for your prospect or client by integrating your assessment with your autoresponder sequence based upon their score.

Here are 7 ways our clients use assessments to support their business:

  1. Career Coaching.  Evaluate where clients could best use your services to jumpstart their career.
  2. Employee Evaluation.  Screen your potential employees to determine whether they have the skills (or personality) to fit well into your company culture.  Help current employees demonstrate any new abilities by letting them take assessments several times a year.
  3. Business Consulting.  Discover which business areas need most improvement to become best in class.
  4. Customer Service.  Ask customers how well your service has helped them achieve their goals.
  5. Personal Counseling.  Gauge where your prospects are in their relationships, what issues they are facing, what their goals are for better relationships.
  6. Real Estate.  Determine the type of residence (& price range) that is ideal for your prospective client.
  7. Fitness Coaching.  Learn a new client’s preferred styles of exercise, his/her motivation & communication preferences, and their fitness goals.

There are many ways to use assessments in almost any type of business.

Contact us to learn how assessments can help take your business to the next level!

Better yet, sign up for your FREE test drive today!

 

7 Style Ideas to Make Your Assessment Shine

We all know having a great looking web site is a must. The rest of your content should also reinforce your brand image as well as look professional and consistent with the rest of your site. Paying attention these style details gives your potential clients confidence that you’re committed to your business.

We created Assessment Generator to make it easy to create assessments that reflect your brand and the styling of the rest of your site. Here are some quick tips to take advantage of those features to make great, professional-looking assessments:

  1. Use your own logo and colors to add your branding to your assessment.  This color guide can help you use your brand’s colors to achieve the desired effect.  Don’t know the hex codes for your logo’s colors?  Use a tool like Chrome’s ColorPick Eye Dropper plugin to get the hex code from any web image.
  2. OR… you can use one of these color palette generators to come up with a new look for your assessment
  3. Use sliders for Scale 1-5 or 1-10 questions instead of buttons.  Here’s an example:slider question example
  4. Visually separate your questions with a horizontal line.  Use this menu option to add a horizontal line when adding each question:
  5. OR… you can choose to separate your questions with alternating colors:
  6. Use a larger font size for your assessment.  We recommend using a minimum font size of 14 for best results.
  7. Check out our sample assessments page for some style examples.  Also, don’t miss this sample assessment which demonstrates each type of question on offer.

Log into your account today and create your own beautiful assessment.   And if you need any help, please don’t hesitate to ask.

Embedding Assessments on Your Web Page

It IS possible to embed your assessment on your website.

That is, you can display your assessment on your website, even though it is still being hosted on Assessment Generator servers.

There are several ways to provide assessment access to your visitors on your website.  These include:

  1. Providing a simple hyperlink, such as “Take our assessment” and then linking to your assessment URL.
  2. Taking a screen shot image of the first page of your assessment, and then placing it on your website and linking that image to your assessment URL

It would look something like this:

The image above is linked to the assessment at: https://www.assessmentgenerator.com/ag.php?id=51

3.  Adding an iFrame to your web page and putting the assessment URL inside an iFrame – this will make your assessment appear to be live at your site, even though it is still hosted at Assessment Generator.

Below is the iFrame code to use to embed your assessment.  Place it inside the body of your website and replace the XXXX with the ID of your assessment.  Your assessment ID can be found by selecting “Add to Site” from the Actions drop-down menu in your Assessment Generator account.

When you use this code your assessment will occupy the full width of the web page. It will also work on mobile devices.


<div>
<iframe src="http://www.assessmentgenerator.com/ag.php?id=XXXX" style="width:100%; height:1000px; border:none"></iframe>
</div>

You may need to adjust the height of the iframe (height: 1000px;) to accommodate your particular assessment.

We’ve created two examples of embedding assessments using iframes.  The first one is a simple example where the assessment occupies the whole page. In the second example, the assessment occupies the left column of the page, and other site content is on the right. Press ctrl-U in your browser to view the source of those pages.

If you wish to have your assessment occupy only a portion of the page, for example in a sidebar alongside other content, contact your web developer to modify the styling of the iFrame so that it fits into your design.

Going Viral Using Assessments & Facebook

With Assessment Generator you can share your assessment on Facebook. Your prospects can also share their assessment results (and your assessment!) with their Facebook friends.

These capabilities make for a potent combination.

Your assessment can go VIRAL on Facebook, building your brand recognition and generating new leads for your business.

Here’s how to do it…

Customize Your Assessment For Social Media

Add your logo and description to customize your assessment for social media:

1) In the Assessment Generator editor select “Edit Customization” from the bottom of the page:

2) Enter your assessment description in the box as shown (found towards the bottom of the page) and add your branding by uploading your logo:

3) Be sure to select the save button when you’ve finished:

Allow Your Prospects to Share Their Assessment Results

Allow your prospects to share their assessment results with their Facebook friends…

1) Select “Edit Results” from the bottom of the page in the Assessment Generator editor:

2) At the bottom of the page is an option to “Allow user to share results on Facebook”. Check this box and personalize the text as desired:

3) Click the save button when you’re finished:

Posting Your Assessment to Facebook

Publish your assessment on Facebook…

1) Select “Add to Site” from the dropdown menu:

2) Then find your assessment URL at the bottom of the page:

3) Copy and paste your assessment URL into a new Facebook post window (along with some text as desired), select the Post/Publish button and — voilà — your assessment is on social media!

And that’s it!

Your assessment is now shared with your Facebook audience and your prospects can easily tell their friends all about it.

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!