Customising a Scorecard Template

ScoreApp have created some ready made scorecards that you can choose from at the click on a button. 

These templates come complete with copy, images, questions, score logic and results. It's important that you put your own stamp on these templates so they are a true reflection of you and your brand

Let's get you set up. 

To select a Scorecard template you must first log-in to the back office. 

If you do not see where to add your scorecard you can simple click on the ScoreApp logo in the top right corner that will take you back to 'home'. 

You will see your existing scorecard (if you have created some already) and the option to create a new scorecard. 

Click ' Create Scorecard'

You will be able to choose to create your own scorecard from scratch or choose from a selection of ready made Scorecards that work best for your business. 

Scroll down till you find a Scorecard that work best for you. 

If you click on a Scorecard template you will be given a ' preview' 

Scroll down to see highlights of the scorecard. Once you have found a scorecard that you like, click the ' Use this template' green button and wait just a couple of seconds while your scorecard is generated. 

Edit Brand Settings 

The first thing you will be encouraged to do is edit your brand settings. Here you can add your logo, colours and fonts. 

Once you have pressed save you will then enter the Scorecard Builder where you can edit your new template. 

Template Sections

We find that most people like to work their way through the scorecard in order. Below you will see the Scorecard Builder navigation bar. 

Questions 

Here is where you add & edit your questions and any categories as well as customising the question design.

Landing Pages

Your landing page is the first place that your visitor will land when clicking onto your scorecard. 

Lead Form

Lead for is the information that you capture from your leads either at the beginning or end of the Scorecard. You can edit the information that you want to ask for as well as customising the deign

Results 

Edit your results page to add value to the person taking your scorecard and to provide a very clear call to action.

Audiences 

TBC

Settings 

This is the epicentre of your scorecard settings where you can update your brand settings, share appearance, set up integrations and more. Currently you gave default settings that come with your template. 

Edit Questions

Your template comes with pre-populated questions. You can choose to edit, add or delete these directly from your scorecard builder. 

At the end of each question you will see some icons;

Paper - copy question -  this also copies over all formatting 

Trash can - Deletes question

Pencil - Edit question

Under the Question tab you can also choose to add categories. You can learn how to do this by CLICKING HERE. 

Learn how to edit the question design CLICK HERE. 

Edit a landing page Template

On your landing page you have two options;

1. Editing a landing page means you can simply choose to edit your existing landing page template. 

2. Adding a landing page Start designing a new landing page either from scratch or with a ScoreApp ready made template. 

To edit your new template, click on the 3 dots and select 'Edit'

You will then be taken to your template builder that's already repopulated for you with the all the sections that comes with your chosen template. 

Sections

Sections are the building blocks of your landing page that you can customise to your specification. 

When a landing page template is first generated you will start with all the different sections that were included in the template design. these can be edited, moved and deleted at any time. 

Standard sections;

Sign Up Form

Clicking on ‘Sign Up form’ will allow you to change the content and style of the sign up form. 

Header

‘Header’ allows you to customise the top half of your landing page with a logo or text. 

  1. Select ‘Header’
  2. Under ‘Logo’ click ‘Select file’
  3. Drop or click to upload file or click ‘Library’ to add a stock image
  4. Save

You will also have the opportunity to style your logo, edit the position and perfect the margin size. 

Footer

‘Footer’ allows you to customise the bottom half of your landing page with a logo, text and Copyright or Company information.

  1. Select ‘Footer’
  2. Under ‘Logo’ click ‘Select file’
  3. Drop or click to upload file or click ‘Library’ to add a stock image
  4. Under Copyright add your companies details 
  5. Save

You will also have the opportunity to style your logo, edit the position and perfect the margin size.

Your Template will also include sections such as the ones below. 

  1. Banner
  2. One page Forms
  3. Call To Actions
  4. Testimonials
  5. Categories
  6. Videos
  7. Advanced (custom)
  8. Content

Edit sections 

To edit each section simply click on the section you want to edit and using the bar on the left customise accordingly and press save.

Change order and hide section 

You can change the order of your sections by clicking and holding on the 6 little dots and moving it up and down. 

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line through the eye icon. 

Edit your settings 

‘Settings’ are there for you to create default perimeters for your design.Your settings can be found next to sections with the cog icon.

Edit the Lead form

The next area for you to customise on your template is the Lead Form. This is where you capture visitor data and you can edit your fields and fully customise your data privacy settings include with GDPR. 

You can learn how to do this in detail by CLICKING HERE

Results Page 

Just like your Landing page, your results page is ready to go and can be easily edited from your Scorecard builder. 

To edit your results template, click on the 3 dots and select 'Edit'

You will then be taken to your results template builder that's already repopulated for you with the all the sections that comes with your chosen template. 

You can edit sections, add sections, change order and customise settings in the same way as your landing page. 

Also under the results tab we have lots of areas that you can explore;

Click through to find out more information on each section below; 

Score Tiers - CLICK HERE

PDF Reports - CLICK HERE 

Results Email - CLICK HERE 

Abandon Email - CLICK HERE

Settings

Your template comes with default settings bur you can edit these under the 'settings' tab.

Click through to find out more information on each section below; 

General - CLICK HERE

Branding - CLICK HERE 

Share Appearance - CLICK HERE 

Notification - CLICK HERE

Integrations - CLICK HERE 

Tracking - CLICK HERE

Publish your Scorecard

Once you’re finished and happy with your Scorecard you are then ready to publish. 

At the top of the page you will see that your current template is in orange ' Draft mode' simply click the button and select 'Disable draft mode' 

View Scorecard

You can view your scorecard by clicking the box with arrow at the top of the page. This will only show the published/default landing page. 

To change at any time you can do this by clicking on the 3 dots. 

Here you can;

  • Edit
  • Make Default
  • Publish
  • Clone 
  • Delete

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