How to create an Assessment Quiz in WordPress

Use cases

Typical use cases for assessment quizzes are: 

  • Personal assessments e.g. personality tests, exams, financial planning assessment for wealth management, academic loan repayment planning, etc
  • Asset assessments e.g. building survey report, risk assessment, etc. This is similar to the above, but without personal context.

Each could be delivered in 2 distinct modes:

  • User is logged in. They already have a relationship with the organisation behind the website and are happy to enter sometimes comprehensive and detailed information. They may complete the same or similar test periodically and want to monitor progress against time.
  • User is not logged in. This is often for a ‘teaser’ assessment to create engagement with a potential customer. Upon completion there may be an option to create an account, or have the report emailed to them (and hence capture their email address).

Assessment form features:

  • Often multiple choice based, enabling a ‘balanced score card’ numerical calculation of results (example here).
  • May include numerical inputs e.g. financial information, exercise or study results, etc.

Assessment report features:

  • may have a mixture of numerical and text conclusions.
  • Numbers are often displayed on a bar, radar or polar chart.
  • Visible bands (e.g. pass/fail, needs improvement/average/above average, etc) or  an average of all responses line is requested.
  • Text may be dependent on the score in for a particular parameter (e.g. a personality trait description).
  • Results trend over time if the same assessment is repeated periodically. 
  • Appear on the screen straight after assessment survey is completed, and/or later emailed / downloaded as a PDF document.

Example

Checkout this working example here.

Construction tools

Gravity Forms

Gravity Forms is the perfect plugin for producing the assessment form. In addition to traditional form building capabilities, it includes numerical calculations to power ‘balanced score card’ analysis. Their ‘BASIC’ license is adequate.

GravityView

GravityView specialises in displaying information captured by Gravity Forms. Unlike traditional quizzes and surveys, assessments are produced from a single form entry. GravityView has the capability to easily isolate specific form entries.

Its shortcode is perfect for conditionally displaying text dependent on survey answers. Restricting results to the currently logged in user is achieved using its advanced filtering extension. Their ‘Core + Extensions’ package is required for that.

GFChart

GFChart with our ‘GFChart GravityView add-on’ enables Bar and Radar charts in assessment reports. Our ‘ALL’ package is required for these.

Limitations

Not every detail described in the above use cases is currently available using the above tools. GFChart is continually evolving but at present the following are not yet possible:

  • Polar charts
  • Visible bands
  • Rendering assessments charts into emails and PDFs
  • Styling options are limited