How to Use Kajabi Quizzes & Assessments: The Complete Guide

How to Use Kajabi Quizzes & Assessments

Kajabi is a solid, all-in-one solution for knowledgepreneurs. It has near-endless potential for what you can do with it, and two of its most powerful features are Kajabi Quizzes and Assessments.

We frequently hear from Kajabi creators who want to learn how to use them. If you’re new to the platform or just want to explore the different ways to utilize these features, this guide is for you.

We’ll show you step-by-step how to create quizzes and assessments and discuss in detail the various use cases of these tools.

But before jumping into the gist, let’s cover what the two tools are and how they differ.

What Are Kajabi Quizzes and Assessments?

Quizzes and Assessments are two different tools that you can use to collect responses from your users in Kajabi.

However, Kajabi Quizzes is a learning tool used to test your student’s knowledge, while Assessments is more of a survey/marketing tool.

With Quizzes, you can create graded quizzes and assignments and use them exclusively inside your online courses.

On the other hand, you can use Assessments to create marketing quizzes, application forms, and member surveys. These can be embedded on your website pages as well as inside your course lessons.

Now that you have a basic understanding of these tools, let’s dive into the tutorial part of this guide to learn how to create quizzes and assessments.

How to Set up a Kajabi Quiz

Kajabi Quizzes is a learning tool that lets you test students’ knowledge in your courses. You can use it to create quizzes and assignments.

To add a quiz to your course, go to your course’s curriculum page, click Add Content, and then select the Quiz option.

Adding a quiz lesson to your course
Adding a quiz lesson to your course

It will then take you to the quiz editor, where you can add your questions.

First, you need to choose a question type. You’ll see the following options:

  • Multiple Choice
  • Checkbox
  • Short Answer
  • File upload

When you add a Multiple Choice question, you’ll need to write the question description and add the answer options. Then, tick the Correct box on the left of the answer box for the right answer option.

You can also add images to your question text and answer options to make the quiz more engaging and diverse.

Quiz editor in Kajabi
Quiz editor in Kajabi

The Checkbox question type works similarly to the multiple choice one. However, it can have more than one correct answer.

If you select the Short Answer option, your students can write short answers to your quiz question.

And for the File Upload, students can simply submit their answers or assignments as a file.

To create more questions, click the Add Question button towards the bottom. In addition, the quiz editor supports drag-and-drop, so you can easily reorder questions.

Now, let’s show you how to configure the quiz settings. Under the settings tab, you’ll see a few options.

Quiz grading settings
Quiz grading settings

The first option is for quiz grading. Here you can:

  • set a passing score and automatically grade your quiz
  • automatically publish quizzes so students can view correct answers and their results
  • automate sending a quiz completion email with results to your students

If you opt for manual grading, you’ll be able to evaluate students’ answers and then assign a grade manually. This is pretty useful if you want to create assignments.

Manual grading feature
Manual grading feature

When you scroll down on the settings page, you’ll see the Automations section. Here you can create automation rules for the quiz.

For example, you can send a congratulations email when someone passes the quiz. Conversely, if they fail the quiz, you can send them an email directing them to more resources for their next attempt.

Read our Kajabi Automations guide to learn how to use the feature.

Send a congratulations email when a student passes a quiz
Send a congratulations email when a student passes a quiz

You can also use Kajabi Quizzes in conjunction with the Content Locking feature.

So, you can make passing a quiz a prerequisite for your students to progress to the next module in your course, ensuring they make real progress.

Lock course module based on a quiz lesson
Lock course module based on a quiz lesson

Overall, Kajabi Quizzes is a powerful learning tool. You can use it to create graded quizzes as well as file-based assignments in Kajabi.

How to Set up a Kajabi Assessment

Another tool you can use to interact with your members and visitors is Kajabi Assessments.

While you can use quizzes exclusively inside your online course, you can use assessments anywhere on your website, including your course lessons.

To create a new assessment, go to Contacts -> Assessments. Here you’ll see all your existing assessments, and you can create a new one by clicking on the + New Assessment button in the top right corner.

Creating a new assessment in Kajabi
Creating a new assessment in Kajabi

When creating an assessment, you’ll need to provide a title and a brief description.

Here you’ll also see the Automatically Grade Assessment box. This is a legacy option and since we don’t want to create graded quizzes, just leave this box unchecked.

Add a title and description for your assessment
Add a title and description for your assessment

On the next screen, you’ll see more settings for your assessment. 

The first one is Results Breakdown Preference. Here you can choose whether the assessment results will come with a breakdown or not.

Here you can also choose to send a notification email to the user as well as a team member.

General assessment settings
General assessment settings

When you scroll to the bottom of the screen, you’ll find the Automations area, where you can set up automation rules for your assessment.

After finalizing the assessment details, it’s time to add the questions.

To do so, go to the Edit Questions tab. This will open the assessment editor, where you can add questions and edit the existing ones.

Now, click on the Add Question option. You’ll then be asked to select a question type.

Adding a question in assessments
Adding a question in assessments

The question types include:

  • Multiple Choice – Users can choose one option from multiple answers.
  • Multiple Selection – Users can choose one or more answers from multiple options.
  • Paragraph – Users can provide a text-based answer, which is useful for creating open-ended questions for surveys or forms.
  • File Upload – Users can upload a file, which is useful for collecting assignments and other custom data.
  • Section – You can add a Section element to group your questions according to topics and themes.

Once you select a question type, you’ll see a box to enter the question. You get some basic text formatting options, and you can also add an image.

On the same page, you’ll see the Add Answer option in the bottom left corner.

Adding a question to the assessment
Adding a question to the assessment

Now, you can add as many questions to your assessment as you like. To add more questions, just follow the process we described above.

Once your assessment is ready, it’s time to add it to a landing page.

To do that, select the relevant page and open the page builder. Then, click Add Section and select Assessment under Marketing & Events. Then choose the relevant assessment from the dropdown menu to add it to your page.

Adding a survey assessment to a landing page
Adding a survey assessment to a landing page

When it comes to the visual appearance of your assessment, it will automatically adopt the appearance of the product or the page you add it to, so you don’t have to worry about customizing it.

Use Cases of Kajabi Assessments

As mentioned previously, Kajabi Assessments is a versatile tool you can use in multiple ways. Here are some of the most popular ways you can utilize this feature.

Create a Coaching Application Form

Since Kajabi supports 1-on-1 Coaching, you can use Kajabi Assessments to create an application form that all your potential clients will fill out to be considered for the coaching program.

Coaching application form on Kajabi
Coaching application form on Kajabi

You can place the application form on your Coaching product landing page and assess the background and knowledge level of the future client to determine their eligibility.

You can also create an assessment to gather important details from your coaching clients, which you can use in the coaching sessions.

Survey Your Members

Creating surveys is one of the most popular ways that Kajabi websites use Assessments.

You can ask your students about their experiences with your course or membership, what is working, and what could be better.

Surveys can include open-ended or closed questions, and you can easily attach the survey to an existing page or even a course lesson. You can then send your students the link to this page via email.

Example of a survey attached to a landing page
Example of a survey attached to a landing page

You can also use Kajabi Automations to automate the survey email. For example, you can send it based on the number of days after enrollment, period of inactivity, or course progress.

When it comes to analyzing the results from a survey, you will see all the submissions in the View Results section under that specific assessment. 

Here, you can also export a spreadsheet containing all the survey responses, making it easier to manage and analyze.

Build a Quiz Funnel

Finally, you can use Kajabi Assessments to build a quiz funnel. Quiz Funnels are one of the most effective marketing tools, and they can help you collect leads and segment your audience.

When you create an assessment and attach it to a landing page, Kajabi will ask logged-out users to enter their email addresses before viewing the results for the quiz.

Kajabi asks logged-out users to submit their email addresses
Kajabi asks logged-out users to submit their email addresses

The quiz funnel becomes even more effective as you can tag users based on their answers. For example, you can ask, “how would you describe your experience in the field?” and give them three options.

  • I don’t have any knowledge.
  • I know the fundamentals.
  • I’m an expert.

You can then create a unique tag for each answer, and Kajabi will automatically assign that tag to people who select that answer.

Assigning a unique tag to your assessment answers
Assigning a unique tag to your assessment answers

You can use these tags to segment your audience based on their answers and create more effective, personalized marketing campaigns and specialized offers. And setting up all this is straightforward using the Kajabi funnel builder.

While these are some of the more popular Kajabi Assessment use cases, there are many other ways you can benefit from this feature, so feel free to experiment with it and adjust it to your needs.

Conclusion

This article discussed in detail the Quizzes and Assessments features and what you can do with them. We also demonstrated some of the tools’ most popular use cases.

While Kajabi Quizzes is useful for course learning and engagement, Kajabi Assessments is handy for collecting feedback and marketing.

We hope this article helped you understand these Kajabi features better and gave you some ideas for incorporating them into your business.

If you are not using Kajabi yet, sign up for a free trial to start using these tools.

Do you have questions about using Quizzes or Assessments? Let us know in the comments!

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