Setting Up Your Assessments

This feature is only available to Admins.

Assessments are how you can track how individuals feel about your campaign. Assessments appear all over Action Builder, and it is important for you to set up your assessment scale with the number of options you need correctly the first time. After you first set up your assessment scale, the scale will lock at that number of options. You can still edit your assessment names and colors after you first set them up, but you will be limited to the number of options that you choose the first time you set up your campaign. Because of this, setting your assessment scale should be the first thing you do.

To set up your assessments for the first time, click on the three dots in the top right of the page and select Assessments. You can then enter a label and color associated with each assessment level. To add another level, use the button at the bottom of the screen. Once you select "Save Changes", the scale will lock.