There are two options for linking your assessment to your website:
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Option 1-Creating a URL that links straight to a new response. This takes your respondent to the first page of the assessment. Optionally they may be taken to a payment page first.
- Option 2-Linking to your Available Assessments screen. Use this option when you want your respondent to be taken to a landing page with a list of your available assessments. You can also list a price for each assessment if needed.
Plus, we will cover:
- How to pull through respondent information into your response settings. When a respondent takes your assessment via a link, you don’t have their preloaded details in the response settings like you do when you have uploaded them into the system to send an email invite. You can set up fields in the assessment that will automatically populate their response details for easy management of responses.
Option 1-Linking straight to a response
Use Option 1 to create a link that allows:
- People to follow the link on your website or social media page.
- An open link that can be forwarded to anyone by email or otherwise.
These are the steps:
| Step | Instruction |
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1. Enable “Auto Create Responses”. |
On the "Assessment Settings'' screen tick the checkbox for "Auto Create Response".
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2. Enter a code into the External ID field. |
Then enter any code in the External ID field. This will show in your URL. -The External ID cannot have any spaces in it - but you can have a dash (-) e.g.Assess-Me. -Important: Ensure that you only have one version of the assessment with this External ID - otherwise the system may pick up either. |
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3. Build your URL. |
The URL that you use on your website to access the response needs to look like this: [My subdomain]/?external=[External ID] How you build it:
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| 4. Identify where the response came from. |
This option is for if you want to identify where the responses came from by adding an Organization encrypted key. -To add the Organization encrypted key to your URL, type: &org=, then copy and paste your organization encrypted key.
-To find the encrypted key go to organisations>edit> then copy and paste the encrypted key
- NB. The syntax of URLs when you have multiple parameters is for the first parameter to have a /? before it and subsequent parameters to have an & before it (with no spaces in either case). |
| 5. Charging for your assessment |
If you wish to charge for your assessment through the system refer to How do I charge for an assessment response – Brilliant Assessments. |
Option 2- Linking to the Available Assessments screen
You can link to an Available Assessments screen from your website. This screen will list all of the assessments you have available. Optionally it can also list a price for each assessment, and take the respondent into credit card processing before initiating the response. This functionality is dependent on you setting up a credit card account with stripe.com.
See a video on Available Assessments
Read more detail on Available Assessments
How to pull through respondent information into your response settings
The Question Short Name field can be used to feed data back to populate the Response settings. You can set this function up by entering specific text in the” Question Short Name” text field of any question. This is handy if your respondents are going to be taking the assessment via a shared link and you want to see their details in response settings.
Use the table below to find the text you need to enter into the Question short name:
- Make sure you use the exact text in this table for it to work, including capitalization.
|
Text required in “Question Short Name” |
The field that will be populated in the response settings |
Other information |
|
Your name |
Name |
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First name |
Name |
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Last name |
Name |
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|
Business name |
Business Name |
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Email Address |
Email Address |
The email address can be used to mail the report to the respondent. |
|
Customer Type |
Customer Type |
This will synchronize with the Customer Type field in the Response Settings. The code on the Answer Short Name must match the Customer Type code on the Lookup Table. |
|
Organization L1 |
Organization Level 1 |
This will synchronize with the Organization Level 1 field in the Response List/Settings. The Answer short names must exactly match the Organization structure. |
|
Organization L2 |
Organization Level 2 |
Same as above |
|
Organization L3 |
Organization Level 3 |
Same as above |
|
Organization L4 |
Organization Level 4 |
Same as above |
|
Organization L5 |
Organization Level 5 |
Same as above |
Other options:
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- For Assessor functionality, Assessor-only questions are made conditional on a Question that indicates whether the user is an Assessor. The Question Short Name is set to "Assessor". The Assessor answer Answer Short name is set to "Assessor". The Respondent answer Answer Short name is set to "Respondent".
- For Cohort Initiations If "Role" is used and the Answer Short Text matches the Role of the person completing the Response then that answer (which should be a Single Choice answer type) will be selected. (The role is then often used to separate subsequent questions that are intended for the subject from people assessing the subject using the Conditional Question functionality).
- For Cohort Initiations If "Subject" is used and the Answer Short Text is Subject First Name or Subject Last Name then the subject's name will be synchronized. (This is often used to show the Subjects name in subsequent questions using Question Piping)
- Smart Questions populated in this way may be Hidden (see Hidden Questions below) so that the respondent can not change the answers. If they are hidden they can still be referred to in Conditional Questions and Question Piping.
- Classifiers, specified on the Advanced tab, also bring data into the response.
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