How do I send an email based on assessment questions?

Here’s how to send an email based on assessment questions, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:


Step-by-Step Guide:

Step 1: Click on the “Assessments” tab on the left side bar.


Step 2: Add or edit an assessment.


Step 3: Click on the “Rules” tab.



Step 5: Select “Send Email” from the “New Rule Result” drop-down list.


Step 6: Customize the settings and click on the “Save Assessment” button.


Now you can send emails based on assessment questions!

Updated on October 30, 2020

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