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Workflow Step 3 — Deliver Assessment

Once your assessment is published, share it with respondents to start collecting their responses.


Sharing Your Assessment

On the Assessment Details page, scroll down to the Assessment Delivery section or look for the Deliver Assessment card in the Workflow Guide.

Deliver Assessment workflow step

There are two ways to share the assessment:

Copy the Assessment Link and share it however you like — email, chat, or your organization's portal. Anyone with the link can submit a response once the assessment is published and not closed.

Best for: Open, broad-based feedback

Direct Recipients

Click + Add Recipient to send a unique, personalized link to a specific email address. Direct links are tied to that recipient and track which person submitted each response.

Best for: Individual feedback, specific people you need to assess


Before You Share

Assessment must be Published — Status must be In Progress (done in Step 2)
Assessment must be Open — The current date must be between the start and end dates
Recipients are ready — Add any specific respondents if using direct links


Tracking Responses

The assessment detail page shows real-time response counts: - Total Responses — How many responses you've received - Response Status — In Progress vs. Completed - Respondent List — See who has responded (for direct recipients)


Pausing or Stopping Collection

To stop collecting responses before the end date, you can close the assessment from the Assessment Details page. Once closed, no new responses can be submitted.


Next Step

Workflow Step 4 — Build Report & Recommendations