Assessments in Kajabi

Learn how to Create a Quiz or Survey and how to add them to Products and Pages.

In this article:


Creating an Assessment

To create an Assessment:

  • Open the People tab
  • Select Assessments.
  • Click + New Assessment.
  • Choose a title, description, and if you would like Kajabi to grade the Assessment:

Creating an Assessment

Assessment Details

This tab allows you to change the Assessment title, description, and passing grade. You can also check the box if you want to Subscribe them to an Email Sequence after they complete the Assessment.

Assessment Details

Language

Here you can change the text that is displayed as your members interact with the assessment.

AssessmentLanguage


Adding a Question

To add a question:

  • Click Add Question in the Assessment editor.
  • Multiple Choice and Multiple Selection questions allow you to pick which answer is correct.
  • You can also tag members based on the answer they select.

Adding a Question


Adding an image to a question

To add an image to a question in your Assessment:

  • Edit an existing Assessment or create a new one.
  • Select the question you want to add an image to.
  • Click the icon.
  • Drag your image into the uploader:

Adding an Assessment to a Product

  • Edit an existing Product or create a new one.
  • Create a Post in the Product or edit an exsiting one.
  • Choose an exisitng Assessment to add to the Post:

Adding an Assessment to a Post

Note:
If you don't see the option to add Assessments to your Product, this is due to your theme needing an update. Please click here for the steps on how to update your Product Theme

Adding an Assessment to a Page

To add an Assessment section to a Premier Page:

  • Open the Page Builder.
  • Create a new Page or choose an existing one
  • Click Add Section and choose Assessment:

Assesment Results

View

To view the review the overall results of an Assessment:

  • Edit an existing Assessment.
  • Click Results in the upper right-hand corner of the Assessment Editor:

Viewing Results

Export

To export results in a CSV format:

  • Click the View Reports icon.
  • Select Export:

Export your Results


How to set up Assessment completion notifications

You and your administrators can be notified anytime a user completes an Assessment. The notification email will contain a link to the results of the Assessment:

  • Open the People tab.
  • Edit an existing Assessment.
  • Click Assessment Details tab.
  • Check the box next to Send a completion email to your team:

SendCompletionEmailtoAdmin


Send Assessment results to a 3rd Party app

You can send assessment results to an external source like Google Sheets using Zapier. If you're unfamiliar with Zapier, click here for an overview.

  • create a free Zapier account.
  • Click Make a Zap.
  • Choose Kajabi as your trigger app.
  • Select Assessment Completed as your Trigger and click Save & Continue.
  • Choose your Kajabi Account.
  • Select your Site and Assessment.
  • Click Continue then Fetch & Continue:

Create the Assessment Zap

Setting up the Action

In this example, we'll be sending the Member Name, Email, and Test Grade to a Google Sheet document named Assessments Results:

  • Choose Google Sheets and your Action App.
  • Select Create Spreadsheet Row and click Save & Continue.
  • Connect your Google Account and choose the Spreadsheet and Worksheet along with the data to be submitted.
  • Click Continue then Create & Continue.
  • Give your Zap a name, and turn it on:

Setting up the Action

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