Assessments are a great tool for creating standardized tests, questionnaires, and surveys. Learn to create, customize, and share your Assessment.
In this article:
Why use assessments?
Note:
We recommend building Quizzes in place of Assessments to utilize the latest features only available with Quizzes. If you do not see the Assessment feature, use Kajabi Quizzes to create an engaging experience for your customers. Learn more
With Kajabi, 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.
With this article, learn to create an Assessment on Kajabi and begin collecting information and assessing your audience.
Create an assessment
Build standardized tests and surveys on your site by creating an Assessment on Kajabi.
To create a new Assessment:
Open the Contacts tab from your Dashboard.
Select Assessments.
Click Get started if this will be your very first Assessment.
If not, click + New Assessment.Complete the prompt to begin customizing your Assessment with a Title, Description, and automatic grading (optional):
Looking to add questions to your assessment? Learn more
Customizing assessments
In the Assessment Editor, edit the details of your Assessment, configure the Language, add Automations, and set up your After Submission settings to create an Assessment that best fits your business needs.
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
With your Assessment details you can:
Edit the Assessment Title.
Add a Description.
Enable or Disable the option to Automatically grade assessment. Learn more
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
Customize the text to bold, italicize, underline, and/or hyperlink your text:
Automations
Navigate to the bottom of the Assessment Editor to add Automations. Automations can be used in Assessments 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 full guide 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.
To set up after submission settings:
From the Dashboard, open the Contacts tab.
Select Assessments.
Click the Title of the Assessment you wish to edit.
Navigate to the After Submission card on the right.
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. Read How to Duplicate Your Assessment for details.
Viewing 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:
And that's how to create and customize Assessments! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!