Charging for Responses and Reports

Overview

You can charge respondents for different actions within Brilliant Assessments, including:

Responding to an assessment
Creating a cohort (cohort initiation)
Running follow-up cohort iterations
Producing an additional feedback report (typically as a paid upgrade to a simpler free report)

Customers or partners can also purchase responses using Allotments, which are commonly used for B2B or partner licensing models.

Credit card processing is integrated with Stripe. To enable payments, you must first complete the Stripe integration. Read more about setting up Stripe.

You can require respondents to pay before starting an assessment.

Enable credit card payment on the Assessment Settings → Credit Card tab . When enabled, you will be prompted to enter the charge amount and currency.
Responses can be initiated either:
- Via a link from your website, or
- By sending individual invitations through the system
In both cases, the respondent is prompted to complete payment before accessing the assessment.
After successful payment, the response opens normally and the assessment proceeds as usual.

You can customize the credit card screen instructions using Site Text with a type of Credit Card.

Receipts are generated by Stripe and sent using the email address provided during checkout.

You can also sell assessments via the Available Assessments screen. Selecting Buy Now prompts payment before the response is created.
Alternatively, you may charge externally and use the API to initiate responses automatically. This is useful when assessments are bundled with other products or when pricing needs to remain flexible.

Cohort initiation charges apply when a user creates a new cohort.

Enable credit card payment on the Assessment Settings → Credit Card tab .
You can configure pricing as either:
- Per person, with optional price bands by participant count, or
- A fixed charge per cohort
Credit card payment is automatically triggered when the cohort is initiated from an external link. After successful payment, the user is taken to the cohort initiation screen.
Instructions for the payment screen can be added using Site Text with a type of Credit Card.
Stripe generates receipts using the purchaser’s email address.
You can configure an email (template type: Cohort Paid) to send payment confirmation and a re-access link to the cohort initiator.

Cohort iteration charges apply when running follow-up or repeat iterations within an existing cohort.

Credit card processing is configured at the Iteration level, allowing different pricing per iteration.
Pricing may be set as either per person or a fixed charge, and is configured in the Iteration tab of Assessment Settings.
Payment screen instructions can be customized using Site Text with a type of Credit Card.
Stripe handles receipt generation using the email address provided.
A Cohort Paid email template can be used to notify the initiator and provide a link to re-access the iteration.

You can offer additional feedback reports as a paid upgrade, typically alongside a simpler free report.

Enable Additional Reports. Select the Additional Report checkbox on the Assessment Reports edit screen.
Tip: A non-additional (free) report is not required.
Add a report button to the completion screen. You can configure the button text and provide explanatory content using Site Text (type: Response Complete).
Create Additional Feedback Reports site text. Use site text with a type of Additional Feedback Reports to describe the report when respondents view the upsell screen.
Create credit card screen site text. This text appears when the respondent is prompted to purchase the additional report.
Add merge strings to emails and reports. Use the merge string {Response.AdditionalReports} in:
- Completion emails
- Feedback Follow-up emails (can be sent multiple times)
- The feedback report itself (must be on a separate line)
The hyperlink text resolves to “Click here” and directs respondents to the Additional Reports screen.