We’ve seen great success using report cards to get people engaged in assessing themselves. Use this Quick Start as the basis of your report card and uncover interest, intent and pain while providing high value to your audience. It starts with a low gate of just email address and includes lead-gen calls-to-action on the results page.
We recommend that you receive expert-level ion training before using this Quick Start. Additionally, contact your customer success manager for a brief orientation if needed. If you aren't familiar with advanced rules and freestyle forms, this Quick Start will not be one that you will immediately be able to work with and will require some practice in creative studio before you are comfortable.
Because this Quick Start utilizes advanced logic, we have also put together a logic template to help you understand the inputs and outputs of this experience. Click here to review the logic template for the Report Card.
What You’ll Need to Get Started
- Content/copy for 10 questions, answers and suggestions
- 10 small images
- 4 medium images
- 1 large image
- 1 form
- Data export
Get to Know This Quick Start
Here’s a brief orientation to this Quick Stat.
The first page visitors see when coming to the report card is a low gate welcome page with intro copy. This can be replaced with your own content as needed. This page includes:
- Header with logo
- Freestyle form with submit button. For more information on freestyle forms, click here.
Once visitors input their email, they’re brought to the ten report card questions. These ten questions are built into flow for ease and fluidity throughout the experience. This section includes:
- Ten questions published into Flow. For more information on the Flow component, click here.
- Page rules to save the questions into data fields. This allows you to make updates to your questions in a centralized location.
- @@ 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 report card. For more information on freestyle forms, click here.
The "Results" page is where respondents will be taken after completing the report card. This page includes:
- Page rules to save messages specific to the choices respondents select within the report card 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 report card.
- @@ 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 which opens a form in a lightbox to sign up. For more information on lightboxes, click here.
Tips & tricks
- We recommend you complete expert ion interactive training to use and modify this Quick Start because it contains 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.
- Update the placeholder form to one from your ion interactive Form Library. Double click the placeholder form and navigate through the Form Library to select your own form. This requires that you already have a form created in your library.
- 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 information on connecting your form to your exports click here, or for information on export options, click here.
- For this expert Quick Start we assume you will use an existing form from your ion interactive Form Library. For more information on creating forms with ion interactive, click here. We recommend intermediate training for form building.