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Editing Site Text

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Overview

The Site Text function is used to specify the text that appears on the screen:

  1. 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.
  2. On the response Additional Reports screen - where Additional reports are available to the respondents - usually for a payment. (read more on Assessment Reports) 
  3. On the end-user version of the Cohort screen.  (read more on Cohorts)
  4. On the end-user version of the Cohort Respondents screen.  (read more on Cohort Respondents)
  5. On Credit Card Screens
  6. On the dialogue box when trying to save a response after the time is expired (for timed assessments only).
  7. On the Partner Portal Self Registration Screen and Help Screens.

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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:

  1. Go to Administer > Site Settings
  2. Navigate to Features > Site Text tab
  3. Click Add Site Text

Assessment-Specific Site Text:

Assessment-specific site text applies only to an individual assessment. To access:

  1. Go into the assessment builder and click on the Settings button.
  2. 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.

Site Text Screen

  1. 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.
  2. Select Language. The Language is only specified if Multilingual assessments are in use.  Otherwise, the language will be left blank.
  3. 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 respondents 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.
  1. Organization.  If the site text is only to be used for specific organizations, then you can specify this here by selecting the organization.
  2. 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.
  3. 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.
  4. 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.

FAQs

+ Can I customize site text for different audiences in the same assessment?

Yes. By using the Customer Type or Organization fields, you can create separate entries for the same Text Type (e.g., Response Complete) that display different text to different audiences.

+ Can I use merge strings in Site Text?

No, merge strings are not supported in Site Text screens.

However, you can insert a Result Dashboard into your Site Text, particularly for the Response Complete text type. This allows respondents to view their Result Dashboard directly on the completion screen after finishing the assessment. (Read more on Results Dashboards)

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