SMA Digital Resources

Your Name*

First Last

Your Email*

Enter Email Confirm Email

What name do you want to use on the results email leads receive, when they fill in your quiz?*

What email address do you want to use for the results email leads receive, when they fill in your quiz?*

Would you like to ask a prospect for their mobile number?

Yes
No, not at the moment

Please note, we ONLY recommend asking for this if you plan on calling them within 24 hours of taking their quiz.

What URL would you like the quiz to be setup with?

This is often something like YOURNAMEQUIZ.com or literally anything you would like? If unsure, please leave blank.

Do you have branding guidelines, or can we get this from your website?*

Branding guidelines
From my website
I don't have any branding or a logo yet

Please upload your branding guidelines here*

Drop files here or

NOTE: You can upload more than one file if needed.

Please enter your website address:*

Please let us know what 2 or 3 colors you would like to see on your quiz? Please be as specific as possible.*

Do you have email marketing software that you want us to connect your quiz to?*

Yes
No or not right now

Please select your email marketing software:*

What is your Kartra API Key?

Go to the Integrations->API->Your API Key (https://app.kartra.com/integrations/api/key) and take the API Key from there.

What is your Kartra API Password?

What is your Kajabi API Key?

Find out via https://app.newkajabi.com/admin/settings/account

What is your Kajabi API Password?

What is your ConvertKit API key?

You can find the API key here https://app.convertkit.com/account/edit

What is your ActiveCampaign API URL?

What is your ActiveCampaign API Key?

TIP: Details on how to find this can be seen here: https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#how-to-obtain-your-activecampaign-api-url-and-key

What is your Infusionsoft API key?

TIP: Details on how to find this can be seen here: https://classic-infusionsoft.knowledgeowl.com/help/api-key

What is your Infusionsoft subdomain URL?

TIP: This is the URL at the top of your address bar when you are logged into Infusionsoft. E.g. nm113.

What is your Hubspot API Key?

You can find how to access this here: https://knowledge.hubspot.com/integrations/how-do-i-get-my-hubspot-api-key

What is your Hubspot Password?

What is your Insightly API key?

TIP: Details on how to find this can be seen here: https://support.insight.ly/hc/en-us/articles/204864594-Finding-or-resetting-your-API-key

What is your Insightly URL?

What is your MailChimp API key?

TIP: Details on how to find this can be seen here: https://mailchimp.com/help/about-api-keys/

What is your Pipedrive API token?

TIP: Details on how to find this can be seen here: https://support.pipedrive.com/hc/en-us/articles/207344545-How-can-I-find-my-personal-API-key-

What is your Zoho CRM username?

What is your Zoho CRM password?

TIP: Zoho API requires an admin user to log in. This can be yours or a new one set up for us to access the API. We work under a strict Privacy Policy and will NEVER log directly into your Zoho account.

Coaches Console HTML form code:

If you know how, can you please create a new custom Form inside Coaches Console, to consist of email and first name fields, and then paste the HTML output into the below box. If you're not sure how to do this, please email support@assess.coach and we can assist you.

Please add your API key or any details you can give us about your CRM or mailing program?

If you have multiple lists, or specific tags you would like us to use, please detail them below:

Do you have a privacy policy we can link to on your website?*

Yes
No

NOTE: If you don't have a privacy policy yet, we will create one for you.

Please enter your privacy policy link:

Any special requests or further comments?

Quiz Design & Technical Requirements Submission

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