What Is a Lead Assessment?

A lead assessment allows anyone to take it after they submit their contact information (name, email, phone). It doesn’t require anyone to have an account.

Here’s how to get the lead assessment link, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:

1. Click “Assessments.”

Click on the “Assessments” tab on the left side bar.

2. Click “Preview” icon

Click the Preview icon to access the lead assessment link, which is a shareable public assessment link.

3. Copy the “Shareable Public Assessment Link”

You can send this link to anyone or post it on your trainer website to connect people directly with your exercise.com assessment. Once submitted, it will be displayed under “Completed Lead Assessments”, where you can add the lead as a client with one click.

Now you can send a lead assessment to anyone!