This article explains the Site Text function and covers how to customize the on-screen text displayed to respondents, with support for different languages, organizations, customer types, and cohort iterations.
Overview
The Site Text function is used to specify the text that appears on the screen:
- At the end of a response. This record has a Text Type of "Response Complete". If the Feedback report is immediately available to the respondent, the text will appear above the button.
- On the response Additional Reports screen - where Additional reports are available to the respondents - usually for a payment. (Read more on Assessment Reports)
- On the end-user version of the Cohort screen. (Read more on Cohorts)
- On the end-user version of the Cohort Respondents screen. (Read more on Cohort Respondents)
- On Credit Card Screens
- On the dialogue box when trying to save a response after the time is expired (for timed assessments only).
- On the Partner Portal Self Registration Screen and Help Screens.
How To Access Site Text
There are two ways to access Site Text, depending on whether you want to set up global site text or assessment-specific site text.
Global Site Text:
Global site text applies across all assessments. To access:
- Go to Administer > Site Settings
- Navigate to Features > Site Text tab
- Click Add Site Text
Assessment-Specific Site Text:
Assessment-specific site text applies only to an individual assessment. To access:
- Go into the assessment builder and click on the Settings button.
- Navigate to the Site Text tab and click Add Site Text. If you already have site text added for the assessment, it will be listed in the box below.
Tip: For the full overview of all Assessment Settings tabs, see Configuring Assessment Settings.
Site Text Screen
Selecting Add Site Text or Edit displays the Site Text screen with the following fields.
- Name. The name is only used by you to identify this Site text, except for Cohort Initiation, Cohort Respondent, and Credit Card types where it is used as the heading for the text displayed.
- Select Language. The Language is only specified if Multilingual assessments are in use. Otherwise, the language will be left blank.
- Text Type. The Text Type will be:
| Text Type | Description |
| Additional Feedback Reports | Appears on the additional reports screen, if implemented. |
| Assessment Manager Help | Appears as a Help menu Item when an assessment manager is logged on |
| Cohort Respondents |
Appears on the respondent's screen of the cohort user process. If this is selected, you will have the option to choose an Iteration (this is not shown in screenshot above). |
| Cohorts |
Used when cohorts are self-registering, to customize the text displayed. If you specify the Organization, you can display unique text for different organizations. If this is selected, you will have the option to choose an Iteration (this is not shown in screenshot above). |
| Content Pages | Only used with the Assessment Manager Help - it allows for multiple levels of documentation. |
| Credit Card Screen | Appears when responses and cohorts are being purchased through the system. |
| Drivers Site Text | Used to customize the text displayed on the Drivers screen. |
| First Time Assessment Manager | Appears when an assessment manager logs in for the first time. |
| Link Has Been Used | Displays when the unique response link has already been completed. |
| Partner Portal Initiation | Displayed on the Partner Portal self-registration and initiation screens. |
| Response Complete | Appears on the completion screen of the response (the final screen after completing the assessment). |
| Response Time Expired | Only appears for timed assessments, if an attempt is made to save a response after the time has expired. |
-
Organization. If the site text is only to be used for specific organizations, then you can specify this here by selecting the organization.
Phase. If using Phased Assessments, specify the phase the Site Text relates to. This field can be left blank.
- Customer Type. If specific Site Text is required for a particular Customer Type, the Customer type is specified here. Otherwise, the default entry is selected.
- Cohort Iteration. Specify the Cohort Iteration the Site Text relates to, if required. This field can be left blank.
- Website Text. Enter the text that should appear (in the language specified, if applicable), using the formatting tools available (including the ability to include images that should be saved to the graphics table with a type of Assessment Body). NOTE: merge strings do not work on the site text screens.
- Override Response Background Color. This option is only available when the Text Type is set to Response Complete. It allows you to override the default Response background color or image on the Completion Page (the page respondents see after finishing an assessment) with a custom color. This is useful when displaying a Results Dashboard on the Completion Page and the Response background doesn't suit your dashboard design.
- Save / Delete / Cancel. Save your changes, delete the site text entry, or cancel and return to the previous screen.
Common Site Text Templates
The templates below provide ready-to-use HTML for common Site Text types. Click the Copy HTML button, then paste the code into the Site Text editor using HTML source mode.
Steps to Copy and Paste
- Click the Copy HTML button on the template you want to use.
- In the Brilliant Assessments email editor, switch to HTML source mode (see below).
- Paste the copied HTML code into the editor.
- Switch back to the visual editor to preview and make any further edits.
Tip: Merge strings are not supported in Site Text. Replace any placeholder text (shown in square brackets) with your own content before saving.
Response Complete
Text Type: Response Complete
Displayed on the completion screen after a respondent finishes the assessment.
<h2>Thank You for Completing
the Assessment!</h2>
<p>Your responses have been recorded successfully.</p>
<p>Your personalized feedback report is now available. Click the button below to view your results.</p>
<p>If you have any questions about your report or need further assistance, please contact us at <a
href="mailto:[your-email@example.com]">[your-email@example.com]</a>.</p>
<p>Best regards,<br />[Your Organization Name]</p>Credit Card Screen
Text Type: Credit Card Screen
Displayed on the payment screen when respondents or cohort contacts are making a purchase.
<h2>Complete Your
Purchase</h2>
<p>To proceed, please enter your payment details below.</p>
<p><strong>What's included:</strong></p>
<ul>
<li>Full access to the assessment</li>
<li>A personalized feedback report upon completion</li>
</ul>
<p>All payments are securely processed through Stripe. If you have any questions before purchasing, please contact us at <a
href="mailto:[your-email@example.com]">[your-email@example.com]</a>.</p>Cohort Initiation
Text Type: Cohorts
Displayed on the self-registration screen where cohort contacts initiate a new cohort externally.
<h2>Welcome to the Group
Assessment</h2>
<p>As a group organizer, you can set up your team's assessment from this screen.</p>
<p><strong>Getting Started:</strong></p>
<ol>
<li>Fill in the details below to register your group.</li>
<li>Once registered, you will be able to invite your team members to take the assessment.</li>
<li>After all responses are collected, you will receive a group feedback report.</li>
</ol>
<p>If you need assistance at any stage, please contact us at <a
href="mailto:[your-email@example.com]">[your-email@example.com]</a>.</p>Cohort Respondents
Text Type: Cohort Respondents
Displayed on the respondent's invitation screen of the cohort management process.
<h2>Manage Your
Team</h2>
<p>Use this screen to add, remove, or manage respondents in your group.</p>
<p><strong>How it works:</strong></p>
<ul>
<li>Add respondents by entering their name and email address.</li>
<li>Each respondent will receive an email with their unique assessment link.</li>
</ul>
<p>If you need help, please contact us at <a
href="mailto:[your-email@example.com]">[your-email@example.com]</a>.</p>
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