Creating a Personality Style Scorecard

If you're interested in developing a personality style or outcome-driven scorecard or quiz, this demo will guide you through the process on the platform.

1. Navigate to the scorecard builder:

Access the Scorecard Builder in your dashboard to set up your personality-style scorecard.

2. Add Categories:

You'll need to decide on some outcome personality styles (e.g., strict budgeter, conscious budgeter) and set these up as categories. Click "Add Category," insert the name, and then click "Create."

3. Set Up Questions:

• Define questions associated with each personality style.
• For instance, an example question might be: "Have you created a budget to manage your outgoings?"
• Assign points to each answer choice, linking them to specific personality styles using the drop down on the right side of the scorecard builder

5. Configure Results Page:

• Create a new results page and start without a template.

• Add sections under the "Results section", selecting "Individual Category."

6. Customize Outcome Display:

• Format the top section thanking users for taking the quiz and showing their outcome.
• Customize the display of the highest (or lowest) scoring category by adjusting the rules.

7. Format Personality Style Sections:

• Under section type set up sections for each personality style.
• In the example below you would Format content for strict budgeter, conscious budgeter, and other personality styles.

8. Expand Results Page:

• Add additional sections to display more content related to users' outcomes.
• Customize each section for individual personality styles.

9. Add Call to Action:

• Consider adding a personality style-specific call to action using sections with buttons under the individual category.

10. Uniform Call to Action:

• Optionally, add a section with a uniform call to action applicable to all users, regardless of their outcome.