Note: If you want to test your members inside of a Course, we recommend building Quizzes in place of Assessments to use the latest features.
Use Assessments to create engaging exam or questionnaire experiences for your customers and site visitors without the need to create a Product or Offer.
With Assessments, you can:
Assess your customers' understanding of your content
Survey site visitors to learn more about their experience and background
Craft questionnaires to design tailored content for your customers and site visitors
Create an Assessment
Open the Contacts tab from the Dashboard.
Select Assessments.
Click Get started if this will be your very first Assessment. If not, click + New Assessment.
Add a Title and Description, and choose whether you want to use automatic grading and the value of the passing grade (optional).
Customize Assessments
Note:
An Assessment will adopt the appearance of the Product or Page Template it is added to.
For example, if the Primary Color of your Product Page is set to yellow, and you add an Assessment to your Product, the color of your Assessment's button will be shown as yellow when previewing your Product page. If your Assessment is not added to a Page or Product, the Assessment color scheme will default to blue.
Assessment details
Within an Assessment's details, you may:
Edit the Assessment Title.
Add a Description.
Enable or Disable the option to Automatically grade assessment. Learn how to view and grade Assessment results.
Configure the Results Breakdown Preference to choose to display or hide your Assessment taker's results upon completion:
Language
Change the text displayed to your users when they interact with the Assessment:
Start text
Passed text
Failed text
Completed text
Customize the text to bold, italicize, underline, and/or hyperlink your text:
Automations
Scroll to the bottom of the Assessment editor to add Automations. Automations can be used after an Assessment is completed (the "When" trigger) for a variety of actions:
Grant an offer
Revoke an offer
Subscribe to an email sequence
Unsubscribe from an email sequence
Register to an event
Deregister from an event
Add a tag
Remove a tag
Send an email (considered a Transactional email)
Send a single-use coupon
Read Automations overview to learn more about Automations on Kajabi.
After submission settings
Note: Kajabi does not support redirecting users to a specific page after completing an Assessment. Users will return to the original Landing Page.
Set up notification settings
Send a completion email with a results link to the contact when they complete the Assessment
Send a completion email with a results link to your team anytime a contact completes the Assessment
Set up after submission settings
From the Dashboard, open the Contacts tab.
Select Assessments.
Click the Title of the Assessment you wish to edit.
Under the After Submission card on the right, check the box(es) next to your desired notification settings.
Share an Assessment
Share your Assessments to quiz or survey your contacts by adding Assessments to:
To reuse an ungraded assessment across courses:
Get the Assessment Link: Open the Assessment in Contacts > Assessments and copy its URL.
Add the Link to the Final Lesson: Edit the final lesson of your course and add a button or hyperlink pointing to the Assessment URL. Update the lesson text to clarify it’s an ungraded evaluation.
Reuse Across Courses: Use the same Assessment URL in the final lesson of multiple courses.
Note:
Assessments can only be attached to one Course Lesson. Once there, the Assessment will take on the same template coloring of that product.
If you are not seeing your Assessment appear when attempting to attach your Assessment, you may first need to create a new Assessment or duplicate an existing Assessment to use in a separate Course Lesson.
See Duplicate an Assessment for details.
View Assessment responses
To view the results of your Assessment:
Open the Contacts tab from the Dashboard.
Select Assessments.
Click the Title of the Assessment you wish to view.
Select the View Results tab.
View each contact's responses by clicking their email or by exporting the Assessment Results.
Troubleshooting
Error: "This value seems to be invalid"
Ensure the Email field is correctly formatted without typos or extra spaces
Clear the browser cache and cookies or try a different browser
Students unable to access Assessments
Enable the post player for the lesson or Course to allow access to embedded Assessments
