How do I share my Impact Assessment with leads and clients?

You have a unique link for your Impact Assessment that you can share with leads and clients. This link goes to your firm-branded Impact Assessment:

To find your links, navigate in your account to Impact Assessment > Share.

Here's an overview of doing this:


You also have a customizable widget that you can embed on your website, or anywhere else you'd like leads and clients to be able to take your assessment.

To find your widget and customize how it looks, navigate in your account to Assessment > Widget. Set the options you'd like on the left-hand side and click "Update options".

When you're ready to embed the widget, copy-paste the code on the right-hand side into your website (or wherever you'd like to embed the widget).

You can find step-by-step instructions for embedding a widget using Wix here or Squarespace here.

To find your links, navigate in your account to Impact Assessment > Share.

You also have a customizable widget that you can embed on your website, or anywhere else you'd like leads and clients to be able to take your assessment.

To find your widget and customize how it looks, navigate in your account to Impact Assessment > Widget. Set the options you'd like on the left-hand side and click "Update ".

When you're ready to embed the widget, copy-paste the code on the right-hand side into your website (or wherever you'd like to embed the widget).


You can find step-by-step instructions for embedding a widget using Wix here or Squarespace here.



By browsing this site you agree to our use of cookies. Read more.
We use cookies on this site to enhance your user experience. By continuing to browse the site, you are agreeing to our use of cookies. Give me more info.