How to Get Responses: All Methods to Share Your Assessment

Quick Video Overview

Quick Navigation (timestamps):

• Upload a single response – 0:46
• Add multiple responses via CSV – 1:24
• Create a shareable link – 2:26
• Managing responses overview – 3:17

A. Create Responses Manually

A system administrator or assessment manager can manually create a response:

• Use the Response Add/Edit screen.
• The system sends an email to the respondent with a unique link to begin the assessment.

B. Upload Multiple Respondents (CSV)

You can upload a list of respondents using a CSV file:

• Go to the Response List screen > Download CSV Template (New Responses) > Fill out required columns > Upload.
• Each respondent receives an invitation email with their assessment link.

Read more about Response CSV Upload.

C. Shareable or Website Links

You can publish a link so users can create their own response “on the fly.”

• Requires an assessment with a configured ExternalID.
• Links can be placed on a website, email, landing page, or marketing automation journey.
• When a user clicks the link, a response record is created and launched automatically.

D. Available Assessments & Respondent Portal

Assessments can be exposed directly to respondents in two ways:

• By adding the assessment to the Available Assessments table.
• Respondents can access the Available Assessments list via:
  • Your company’s Available Assessments URL
  • The Respondent Portal (requires login)
• Credit card payments can be enabled using Stripe.

E. Cohort Invitations

Administrators can invite respondents directly from a cohort:

• Use the Cohort Initiations page (admin or user view).
• Each invitation automatically creates a response and sends an email to the respondent.

F. Auto-Created Responses

Responses can also be generated automatically when:

• “Create Auto Response” is enabled and the respondent follows a link containing the correct ExternalID.
• An assessment is listed as an Available Assessment and the user accesses it.
• A test response is created automatically when building or managing an assessment.

G. CRM Integrations & API

Responses can originate from external systems:

• Integration with Salesforce, CRM platforms, LMS systems, or custom software via the API.
• No-code automation via Zapier.

Helpful Links:

• Response settings explained
• Creating responses via Zapier
• Creating shareable links