How to Create and Customize Assessments

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?
• Create an assessment
• Customizing assessments
• How to share an assessment
• Viewing assessment responses

Why use assessments?

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.

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. 

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:

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!