How do I set up a lead generation assessment to create a new client for each submission?

Here’s how to set up an assessment to create a new client account for each person who completes the assessment, starting from the Account tab on your Dashboard. Step-by-step instructions are below.

 

Step-by-Step Guide:

Step 1: Click the “Account” tab on your Dashboard.

 

Step 2: Click to edit an existing assessment or create a new one. 

To edit an existing assessment, click the gear icon next the assessment you would like to edit. To create a new one, click the “Add New Assessment” button. 

 

Step 3: On the “Details” tab, scroll down and check the box marked “Check to enable (non-billed) client account creation upon completion.”

 

Step 4: Click “Save Assessment” to save your changes. 

Now that you know how to set up a lead generation assessment to create a new client for each submission, you will be able to make sure you are catering your services to each client’s individual needs!

Updated on October 30, 2020

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