Embedded Report Card

This Embedded Report Card, which is designed to be embedded into an existing site, can be a great way to increase brand engagement and educate your buyers. In this assessment, visitors complete a set of questions, presented in an engaging way, and receive personalized recommendations at the conclusion. We've used the topic of time management as an example in this Quick Start. You will replace the time management questions & content with your own theme, images, and copy.

We recommend that you receive expert-level ion training before using this Quick Start, as it requires familiarity with the flow component, advanced rules, and freestyle forms. Feel free to contact your customer success manager for a brief orientation if needed.

What You’ll Need to Get Started

Before you get started, you will want to have the below: 

• Content/copy for ten questions and recommendations
• 1 small image
• 4 medium images
• 1 form
• Data export
• Downloadable asset

Get to know this Quick Start

Here's a brief orientation to this Quick Start.

Welcome Page

This Quick Start is fully responsive and resizes into the available area of the page it is embedded in.

The first page in this experience is called the "Welcome" page. Visitors are first given a simple form to enter their email address to access the assessment. On the same page, they are then taken to a Flow component which contains the questions and answers. This page includes:

• Page rules to save the questions into data fields. This allows you to make updates to your questions in a centralized location, as opposed to updating them both on the assessment page and on the results page. 
• {{dataName}} variables to display the questions saved via advanced rules through dynamic content substitution. For more information on dynamic content substitution, click here.
• Freestyle form with choice groups for the assessment. For more information on freestyle forms, click here.
• Assessment form published within Flow component to make for a more engaging, interactive environment. For more information on Flow, click here.
• Progress bar attached to the Flow component to set visual expectations for the user. For more information on Flow styling options, click here.

Results Page

The "Results" page is where respondents will be taken after completing the assessment. This page includes:

• Page rules to save messages specific to the choices respondents select within the assessment and add to a score.
• Page rules that check the total score a respondent received in order to deliver a message that speaks at a more high level to the results of the assessment.
• {{dataName}} variables on the page to display the messages saved via advanced rules using dynamic content substitution. For more information on dynamic content substitution, click here.
• Call to action button to allow visitors to subscribe or sign up to receive an asset through freestyle form. Once they complete the form, they are then given the option to download your asset. For more information on freestyle forms, click here.

Embed

To embed the content onto your website, first create a traffic source for this creative. For more information on how to create a traffic source, click here.

After creating a traffic source, locate the Embed Code button on your Traffic Source Management screen. Click the button and copy the code to be you can place into your web page. For more information on ion embed code, click here.

Tips & Tricks

• We recommend you complete expert ion interactive training to use and modify this Quick Start because it contains the Flow component, advanced rules, and freestyle forms. If you use this Quick Start with no custom modifications at all, expert skills are necessary. 
• Everything within this experience can be edited by double-clicking each page element. For more information on publishing & editing content within ion interactive pages, click here. 
• You can adjust the layout of the page content by altering the grids, columns, and rows that are published into the creative’s containers. For more information on working with grids, click here. We recommend intermediate ion training to adjust the layout of your pages. 
• Connect the form to your own pre-configured export to ensure the data that is collected is exported to your external third-party systems. For more information on connecting your form to your exports, click here, or for information on export options, click here.