How do link my assessments to my website?

There are two options:

Linking straight to a response

If you want to have a response to be automatically created from somebody following a link on your website, these are the steps.

1. On the Assessment Settings screen (Read more):
   • Tick the checkbox for "Auto Create Response"
   • Enter any code into the External ID field (eg "AssessMe") 
   • Important - Ensure that you only have one version of the assessment with this External ID - otherwise the system may pick up either.
   • NOTE: The External ID cannot have any spaces in it - but you can have a dash (-) e.g.Assess-Me 
2. The URL that you use on your website to access the response is 

[My subdomain]/?external=[External ID] 

3. There are several fields that can feed data back to the Response header.
   • A Question text or Question short name of "Your name" will appear in the Name field in the Response List of the administration portal.
   • A Question text or Question short name of "First name" will appear in the Name field in the Response List of the administration portal.
   • A Question text or Question short name of "Last name" will appear in the Name field in the Response List of the administration portal.
   • A Question text or Question short name of "Business name" will appear in the Business field in the Response List of the administration portal.
   • A Question text or Question short name of "Email Address" will be stored as the email address and can be used to mail the report to the respondent.
   • A Question short name of "Customer Type" 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.
   • A Question short name of "Organization L1" will synchronize with the Organization Level 1 field in the Response List/Settings. The Answer short names must exactly match the Organization structure.
   • Question short names of "Organization L2" L3, L4 and L5 all work in the same way.

Note that capitalization shown above is required for the fields to be transferred.

Available Assessments

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