Topics
Getting started
- What is MarketKloud?
- Create your account and choose a plan
- A tour of your dashboard
- A tour of the form builder
- Your first assessment in 10 minutes
Building an assessment
- Add, reorder, duplicate and delete questions
- Every question type at a glance
- Collect names, emails, phone numbers and addresses
- Text, number and date questions
- Choice questions: multiple choice, dropdown, picture choice and more
Design & branding
- Pick and customise a theme
- Logo, fonts, colours and buttons
- Text size and alignment
- Layouts: Full Page, Editorial, Conversational and Centered Card
- Remove MarketKloud branding
Logic & scoring
- Logic, explained: what each part of the Logic tab does
- Read and use the Logic Map
- Send people to different questions based on their answers
- Conditions: every comparison, and combining them with AND / OR
- Rule order: which rule wins when several match
Endings, results & PDFs
Integrations & automation
- How integrations work: connect once, switch on per assessment
- Get an email for every response
- Send respondents a confirmation email
- Send assessment emails from your own address
- Send an email only when a rule matches
Share & embed
- Share your assessment's link (and change its address)
- Customise how your link looks when shared
- Embed your assessment on your website
- Embed on WordPress, Webflow, Wix, Squarespace, Shopify and more
- My embedded assessment doesn't show: what to check
Responses & analytics
- Your results at a glance: the Summary view
- Read, search and delete individual responses
- Filter responses by status, score, ending or tag
- Partial responses: answers from people who didn't finish
- Export responses to CSV or a summary report
Teams, plans & account
- Organizations and workspaces
- Invite your team to your organization
- Give someone access to just one assessment
- Roles explained: Owner, Admin, Editor and Viewer
- Upgrade, downgrade or cancel
Use cases & playbooks
- Build a scored client assessment with a PDF report
- Build a personality or product-match quiz
- Client intake that books qualified calls
- Lead qualification funnel: score, tag and route leads
- Quote or price calculator
New here? Follow a path
Your first assessment, live today
From sign-up to your first response.
Build a scored assessment
Points, score areas, personalised results and a PDF report.
- Score answers with points
- Several score areas (dimensions) and a total score
- Show different endings for different answers or scores
- Write-ups: paragraphs chosen by a score or answer
- Show a results chart of their scores
- Personalised sections: one ending, different content for each person
- Let respondents download their results as a PDF
- Check your logic before anyone else finds a mistake
Capture and route leads
Qualify, tag and send every lead where it belongs.
- Send people to different questions based on their answers
- Tags: label responses automatically
- Hidden fields: read values from the link (UTM, names, IDs)
- How integrations work: connect once, switch on per assessment
- Send contacts to HubSpot
- Automations: do something only when a response matches
- Let respondents book a call with Calendly