Skip to main content

Create and customize Assessments

Create standardized tests, questionnaires, and surveys

Updated this week

Note:
​
We recommend building Quizzes in place of Assessments to utilize the latest features. If you do not see the Assessment feature, use Kajabi Quizzes to create an engaging experience for your customers.

Overview

Assessments can be used in a number of ways to create an engaging experience for your customers and site visitors.

For example:

  • 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.

How to create an Assessment

  1. Open the Contacts tab from your Dashboard.

  2. Select Assessments.

  3. Click Get started if this will be your very first Assessment.
    If not, click + New Assessment.

  4. 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:

Your 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 Kajabi Blue.

Assessment details

Within an Assessment's details, you may:

  1. Edit the Assessment Title.

  2. Add a Description.

  3. Enable or Disable the option to Automatically grade assessment. Learn how to view and grade Assessment results.

  4. Configure the Results Breakdown Preference to choose to display or hide your Assessment taker's results upon completion:

Assessment_Details.png

Language

Change the text displayed to your users when they interact with the Assessment:

  • Start text

  • Passed text

  • Failed text

Customize the text to bold, italicize, underline, and/or hyperlink your text:

Assessment_Language.png

Automations

Navigate 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 the Automations Overview to learn more about Automations on Kajabi.

After Submission Settings

Set up notification settings to:

  • 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:

  1. From the Dashboard, open the Contacts tab.

  2. Select Assessments.

  3. Click the Title of the Assessment you wish to edit.

  4. Navigate to the After Submission card on the right.

  5. Check the box(es) next to your desired notification settings:


How to share an assessment

Share your Assessments to quiz or survey your contacts by adding Assessments to:

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:

View_or_Export_Assessment_Results.png
Did this answer your question?