Step 3 — Deliver your Assessment¶

Create assessment instances from your Library template and share them with respondents to collect their feedback.

Part 1 — Create an Assessment Instance¶

Opening the Create Assessment Form¶

Click + Create → New Assessment in the sidebar, or navigate to Assessments → Create Assessment.

Create Assessments form

Form Fields¶

Field	Description
Account Name	Search and select the account being assessed (required)
Assessment Type	Choose the Library template to use (required)
Title / Name	A descriptive name for this assessment instance
Start Date	When the assessment opens for responses
End Date	When the assessment closes
Direct Recipient	Optional — a specific respondent's email address to receive a direct link

Saving the Assessment¶

Click Save to create the assessment. You will be taken to the assessment detail page.

Learn more: Create Assessment Reference

Once the assessment is created, you need to share it so respondents can submit their answers.

Step 1 — Publish the Assessment¶

The assessment must be set to Published status before respondents can submit responses. On the assessment detail page, change the status from the status dropdown in the header area.

Draft vs. Published

Keep assessments in Draft status while you're setting them up. Move to Published once you're ready to share with respondents.

On the Assessment Details page, scroll down to the Share Assessments Link card.

There are three ways to deliver the assessment:

Option A — Anonymous Respondents¶

Copy the Assessment Link and share it however you like — email, chat, or your own portal. Anyone with the link can submit a response once the assessment is published.

Best for: Open surveys, public feedback, or when you don't need to track specific respondents.

Option B — Direct Recipients¶

Click + Add to send a unique, one-time link to a specific email address. Direct links are tied to that recipient and cannot be reused.

Best for: Targeted assessments, ensuring specific individuals respond, or tracking who responded.

Option C — Intake Form¶

Use the Intake Form to deliver assessments alongside account creation. When a client submits an intake form, they can immediately launch an assessment as part of the same workflow.

Best for: New client onboarding, combining account setup with initial assessment.

Learn more: Intake Forms

Tracking Responses¶

The assessment detail page shows Total, Closed, and In Progress counts so you can monitor participation in real time.

Key information displayed: - Response status — How many respondents have submitted vs. are still working - Submission dates — When responses were received - Response completeness — Which respondents completed the assessment

Next Step¶

Step 4 — Provide Results

Assessment Details Reference — Full assessment management
Assessment Details Page — View and manage assessment
Create Assessment Reference — Form fields and options
Share Assessments — Respondent management and sharing options
Intake Forms — Self-service account and assessment delivery
Assessment Status & Workflow — Understanding assessment states