Provide Maximum Value for Your Webinar

Many webinar leaders tend to follow a pre-designed outline they created specifically for that class.

But if you’re not sure what you should cover in your webinar, or if you simply want to WOW your participants with the value they receive, follow this simple strategy:

Ask them what they want to know!


Put together an assessment or a questionnaire and ask each participant to complete it before the class.

Here are a few sample questions you may want to ask them:

  • What attracted you to this class?
  • What do you expect to get out of it as a result?
  • Which questions would you like to get answered?
  • What are your biggest problems or challenges at this time?
  • What have you done so far to solve your problems?

The information you receive from your participants will give you a much better idea of what they expect from your webinar.

And happy participants means more business!

assessment, questionnaire, survey, quiz

After the webinar, you may send out another survey to get a better idea of how the class went and how you can improve it next time.

Some sample questions to ask are:

  • What new information did you take away with you?
  • What did you want to know that wasn’t covered?
  • How was the class helpful to you?

…and so on.

Follow-up is extremely important for webinar leaders and…

Assessment Generator is a great tool to use for building surveys like these.

Display Assessments on Your Website

Our clients often ask us if it’s possible to display an assessment on their website.   This is understandable since your assessments are your creations and you want to showcase them directly on your website.

That’s why I’m happy to report that 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.

add assessments to your website

Here are several ways to provide assessment access to your visitors from your website:

Provide a simple hyperlink

Add enticing text to your website, such as “Take our assessment”, and then link to your assessment URL to that text.

display your assessment with text

Link your assessment URL to a screenshot image

Take a screenshot image of the first page of your assessment, place it on your website, and link that image to your assessment URL.

It would look something like this:

Display a screenshot image to share your assessment

The image above is linked to the assessment at

Display Your Assessment in an iFrame

You can also put your assessment URL inside of an iFrame on your website.

Your assessment will appear to be live on your website, even though it is still hosted at Assessment Generator.

Below is the iFrame code to use to embed your assessment.  Place this code snippet inside the body of your website and replace the XXXX with the ID of your assessment.  You can find your assessment ID 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.

<iframe src="" style="width:100%; height:1000px; border:none"></iframe>

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

iFrame Examples

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.

How do you like to display your assessment?

If you would like your website featured as an example of how you share your assessment, please let us know!

Boost Your Coaching Program’s Value With Self-Assessments

The most difficult part about selling coaching services is the lack of perceived tangible results.  This is especially true for life coaches, who frequently focus on things other than the bottom-line increase.  And when people can’t see a tangible result at the end of the process, it’s a lot harder to convince them to buy.

Some coaches have found a way to increase the level of tangibility by offering e-books, books, booklets, audios, manuals and other physical products.  While these are all great items to use as bonuses, they may take a while to create.

tangible value

If you would like to add a tangible value to your coaching program, but don’t want to spend weeks or months creating it, consider including a self-assessment to go with the coaching program.  Assessments are fun and will provide invaluable insights for your clients.

While it’s certainly possible to license the use of existing assessments, you can custom develop your own to immediately increase the value of your services. Begin by listing all the skills and competencies your clients must possess by the end of the coaching process.  Also, list all the activities and actions they must take to achieve maximum results with your program.

Then, create a detailed scoring key, explaining what their score means.  The longer the assessment, the more detailed the scoring key should be.

When you are done, format your assessment into a Word or PDF document so your clients can instantly download and print it out!

You may also completely automate your assessments with Assessment Generator, a tool that allows you to quickly build custom coaching assessments, put them on your web site, and have the results e-mailed to both, you and your client instantly.

Give your assessment an attractive title, and even a cover graphic – in other words, treat it like a tangible product.  Nothing attracts coaching clients more than tangible results, and assessments will help you deliver exactly that!

GPDR and Protecting Your Clients’ Privacy

You may have noticed your inbox filling up with notices from online businesses about new privacy policies. Don’t worry, you’re not alone!

The European Union (EU) has a new privacy regulation that goes into effect on 25 May 2018.  It is called the General Data Protection Regulation (GDPR) and it affects everyone who collects information about any EU citizens.

Read here for more information on the details of this regulation.

privacy policy GPDR

How Our Updated Privacy Policy Affects You

For assessments that request a user’s name and/or email address, we have made a couple of changes to Assessment Generator that will ensure that your assessments are in compliance with this new rule.

When a user is prompted to enter their contact information at the end of your assessment, they will be required to select a checkbox indicating that they agree to a data use statement.

Beginning on May 25, 2018, this checkbox and the data use agreement will be added to assessments. The data use statement has been added to all Assessment Generator accounts and you can modify it now. This gives you an opportunity to customize your statement before your users see it.

We have added a default statement to your account that you can customize for each of your assessments if you wish:

Click here to acknowledge that the creator of this assessment will use the information you provided in the assessment to process your responses and provide an analysis of your results at the email address provided above. Your contact information will also be used to follow up with additional information and marketing. You can change your mind at any time and stop receiving these communications by clicking the unsubscribe link at the bottom of any email that you receive from the assessment creator.

Customizing Your Privacy Message

You can customize the content of this statement for each of your assessments if you wish. You may include a link to your privacy policy using an HTML link.

Here’s how to customize your data use agreement:

  1. Log into your account and find the assessment you’d like to modify
  2. In Actions drop-down menu, select Edit Assessment
  3. Scroll to the bottom of the page and click Edit Results
  4. Find the field labeled “Opt-in Consent Text” and modify the content as needed
  5. Save your assessment

Remember, your statement will not appear on your assessment until May 25.

In addition to the statement that you provide, we will also include a brief statement describing how Assessment Generator will use the data:

We use Assessment Generator to provide this assessment. By clicking below to submit this form, you acknowledge that the information you provide will be transferred to Assessment Generator for processing in accordance with their privacy policy. Assessment Generator will never distribute your email address nor contact you.

Here’s how your assessment registration page will look:

We have also updated the privacy policies both for our account holders and for end users (people who take assessments) to comply with the new regulations.

If you have any questions about this, please don’t hesitate to contact us.

Adding Videos to Your Assessments

There are many great reasons to add videos to your assessments:

  • Customers and prospects are more likely to watch a video than read instructions carefully.
  • Higher conversion rates (30-33% increase in conversions)
  • Videos offer personal interaction and the opportunity to connect emotionally
  • Videos are searchable (which helps with SEO)

play button for online videos

With Assessment Generator you can add videos to your assessments.  

Common places to use videos are in the assessment instruction area and in the area above the request for name and email address on the customization page.  You can also include videos in your assessment questions!

To add a video to your assessment, first prepare your video either by uploading it to your YouTube account or by saving your video in MP4 version to a file online.

If you are using a YouTube video, copy the EMBED code to a notepad document.  Click here for YouTube instructions on how to do this.

If you are using an MP4 file that is stored on your website, copy the entire URL and paste it into a notepad document.

Next, choose the area in Assessment Generator where you want to put your video.

You can insert videos into any editor window in Assessment Generator.  Click on the World icon (shown in the red box).

Assessment Generator editor window for videos

Copy your video URL into the URL box in the pop-up window:

URL box for videos

Add the desired width and height of your video.  We recommend using 560 for the width and 315 for the height.  Don’t worry, we’ll adjust things behind the scenes to make sure your video works properly on smaller screens.  Click OK.

Click the SAVE button at the bottom of the page to save your changes.

To test, select “Add to Site” from the drop-down menu.  Copy your assessment URL into a new browser window.

NOTE: For best results, we recommend testing using a Private window in Safari (File > New Private Window) or an Incognito window in Chrome (File > New Incognito window).

And that’s it!  Your video and assessment are ready to go.

Strategically adding videos to your assessments allows your prospects and clients the opportunity to get to know you and to tie your image and personality with your expertise.

Add videos to your assessments today!

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.