How Do I Set Up Assessment Rules?

Within our Assessment Software, Assessment Rules allow you to customize what happens after an assessment is submitted, based on the specific answers provided in the assessment.

Here’s how to set up an Assessment Rule, starting from the “Assessments” tab of your Dashboard:

1. Click “Assessments” tab in the left sidebar.

In the Account tab, click on the “Assessments” option in the left sidebar.

2. Create a new assessment or select an existing one.

In the Assessments tab, select an existing assessment or create a new one, then click “Edit” in the Actions column.

3. Click “Rules” tab.

When editing an assessment, click the “Rules” tab to add rules to the assessment.

4. Click “Add Rule.”

Click the “+Add Rule” link to begin adding your first rule.

5. Click to edit rule name.

Click the pencil icon to update the title of your new rule.

6. Click “Add Formula.”

Click the “+Add Formula” link to add your first formula to the rule.

7. Select a question from the “Add Question” drop-down list.

Use the “Add Question” dropdown to add your first variable to the formula.

• Select “Value” if you want to use the client’s actual answer(s) in the formula.
• Select “Points” if you want to use the point value assigned to their answer(s), based on your assessment scoring setup.

Note: Assessment scoring must be enabled, and point values must be assigned to answers in order to use the “Points” option.

8. Select a question from the “Add Operand” drop-down list.

Use the “Add Operand” option to connect multiple questions within the formula.

9. Select a rule from “New Rule Result” drop-down list.

Once your formula is ready, choose the result you want to trigger from the “Select Action” dropdown under “New Rule Result”.

Once your Rule Result is configured, save your assessment and give it a test run!

We HIGHLY recommend testing your formulas and rules extensively to make sure they are working as expected before any live data is entered into the assessment.

Now, you can trigger specific actions based on specific assessment responses!

Here are two examples of Assessment Rules in action.

Assessment Rule Example 1

Adding a tag to a client’s profile, based on their scored assessment answers.

First, we will make sure our assessment has scoring enabled. We will leave the Assessment Formula field empty because we don’t want to customize the scoring formula.

Next, we need to add a dropdown or checkbox question to our assessment so we can score the answers. Click here for more information on scoring assessments.

Here is an example of a dropdown question and the configured scoring for each answer.

Now, we’re ready to set up our Rule! We’ve configured the Tag Highest Scores as “Expert Result” rule so the formula takes the points scored on questions 3, 4, and 5 and adds them all together.

We will trigger the tag based on the client’s answers if this formula returns a 12.

We’ll set the result to tag the client with an “Expert Result” tag.

That’s it! Now any client who qualifies with the max score on our 3 sample questions will automatically have the “Expert Result” tag added to their profile.

Assessment Rule Example 2

Adding a client to a specific group, based on an answer they have provided in their assessment.

We don’t need scoring for this one, since we can just use a client’s exact answer. We’ll add a dropdown question that asks “What sport are you training for?” and give them a few answers to choose from.

We’ll add a Rule called “Add Soccer Players to Monthly Group” and set up the formula to check for Question 6 Value. This will pull the exact answer the client entered for Question 6. We’ve set this rule to look for the answer “Soccer”.

Finally, we’ll set the result so that clients who choose “Soccer” for Question 6 will be added to the Soccer Training group.

Now, we have people with a specific assessment answer getting added to a specific group!