The Kozai Group is pleased to announce the launch of our updated assessment platform. This platform offers a host of new features that are designed to make the process of administering assessments and gathering results even easier. Let’s take a look at what this updated platform has to offer.
Key Benefits of the Kozai Group’s Updated Assessment Platform
Collaborate Seamlessly
The updated assessment platform makes it easy for you to collaborate with your colleagues and participants. You can easily email participants, and schedule reminders. This feature allows you to manage your assessments more effectively, makes it easier for everyone involved to stay on the same page, and ensures that the assessments are completed in a timely manner.
Access Assessments Quickly
With this updated platform, you can purchase assessments online and have them in your account instantly. Everything is available right away so you can move forward with your assessment quickly and efficiently.
Increase Transparency
The updated assessment platform also provides greater transparency into who has received and opened their invitation as well as taken the assessments. You won’t have to worry about whether or not everyone has completed their assessment – now it’s all visible in one place. Plus, you can easily bulk download reports in sets of 25 for maximum efficiency.
Customize Your Projects
Customization is key when it comes to any project, which is why this updated platform allows you to use your own pre-made email templates or your own for different groups and projects. This ensures that communications are tailored correctly each time so that everyone gets the information they need in a timely manner.
Choose Your Language
Select any available language for the assessment. We have new languages scheduled to be available in 2023.
Frequently Asked Questions
HOW TO ACCESS YOUR KOZAI GROUP ACCOUNT
Once you have purchased seats to distribute the IES, GCI, or ICI, an account will be created for you in the Kozai Group Pointerpro. Upon that creation, you will immediately receive an email from “info@kozaigroup.com” with the subject line “Welcome to the Kozai Group Assessment Platform”.
The email will look like this:
Click the set password link ‘here’ on the email to set up your account password.
After setting up your password, you will receive a confirmation message and you can click on the ‘Log in’ button to continue.
- This is the link to the login page: https://app.kozaigroup.com/login
Once you login to the Kozai Group Assessment Platform, you will see a starter guide that you can follow step by step to start sending out the assessment.
Note:
- Sometimes the activation email can be found in your SPAM. If you have not received it within 15 minutes, please email support@kozaigroup.com
- If you are placing a new order for an existing Kozai Group Assessment Center account, please use the same email that the original account is under to place the order
HOW TO ADD RESPONDENTS/CONTACTS TO YOUR GROUP
Before you can share the assessment with your respondents or contacts you need to add your respondents to the Kozai Group Assessment Platform. To do this, make sure you are logged into your account and follow along with the instructions below.
- Step 1: Create A List
- Step 2: Add your Respondents
To add respondents or contacts to the Kozai Group Assessment Platform, you can click on either the ‘Add contacts’ button in your home dashboard or ‘Contacts’ at the top right corner of the home dashboard.
Once you’re in the Contacts section, if you have more than 4-5 respondents or contacts, you’ll want to start by creating a list. A list allows you to easily send out your assessment to your group. To do this, click on the ‘Create List’ button
Name your list and click on “Save and close”
Once you have successfully created a list, a confirmation message will appear on the bottom left side of the page.
You’ll be able to view all of your existing list by clicking the ‘All contacts’ drop down box.
You will have two options to add respondents, either through a CSV or one by one. If you want to import via CSV file, you can download an example CSV by clicking here.
Add Contacts Individually
To add respondents individually, click the ‘Create contact’ button.
If you add respondents individually, you will need to add their first name, last name, email, and you have the ability to add them to a list or not. Make sure you click “Save and close” when each field is filled in.
- Required fields
- First Name
- Last name
- Email Address
- Personal ID*
*NOTE: Personal ID will be used to name the group. For example, if you’re delivering the assessment for a class, you could assign the personal ID Fall2022MBA to all contacts in that group. If you don’t assign a personal ID, you may have issues with reporting.)
All of your added respondents will appear in the Contacts Page
Add/Import Contacts via a .CSV file
To import or add respondents using a csv file, click on ‘Upload Contacts’
Download the example CSV template by clicking here or you can download it from the ‘Upload Contacts’ window by clicking the ‘here’ hyperlink. It is important to use this template to import your contacts successfully.
NOTE: Personal ID will be used to name the group. For example, if you’re delivering the assessment for a class, you could assign the personal ID Fall2022MBA to all contacts in that group. If you don’t assign a personal ID, you may have issues with reporting.) Custom Data and List are optional and can be left blank.
Once you enter all the information into the spreadsheet, save it as a CSV file.
Now click on the button ‘Upload contacts’
A box will pop up, click upload, then choose your file. Select the file you want to upload, and click Upload and close. The system will then import your respondents.
HOW TO INVITE PEOPLE TO TAKE THE ASSESSMENT
Once you have your respondents or contacts in Pointerpro, you can now invite them to take an assessment. Follow along with the instructions below.
To invite your respondents or contacts to take the assessment, start by navigating to Email Invitations by either clicking on the ‘Schedule your email’ button on the home dashboard or clicking ‘Email Invitations’ on the upper right side of the home dashboard.
Once in the Email Invitation page, select ‘Create Email’.
Now, choose the assessment you want to send out to your respondents the click the ‘Add Email’ button.
You will need to create an email invitation template first before sending out the invitation.
To do this, you’ll have to click on the ‘+ Add Email’ button.
Then add an Email name/Campaign name, this can simply be “Group 1 Invite” or anything more specific for your needs.
Next, enter the Sender Name; it can be the instructor’s name or the name of your organization, then enter the Sender Address; this is the “reply to” email address where you will receive the email if the respondent replies to the email invitation.
The next thing to do is to choose the Contact List to whom you want to send the invitation to.
An email template is available for you to use – feel free to customize it however you wish. You will have the option to personalize your invitation by adding in your own email subject line, an email body where you can add ‘Variables’, and an image for your company/organization logo.
The next step is to set a date and time on when you want to send the assessment.
You can also add a logo to your email invitation by clicking the Add Image button. Once you upload an image, you will have to copy the image variable by clicking the ‘Copy’ button, then you can paste it on your email body, depending on where you want to position it (at the top or bottom of your email).
To set up an email reminder, click the ‘Add a reminder’ button.
You can choose your own email subject for the email reminder, customize the email body and add variables (don’t forget to add the variables for the assessment link and access code), schedule a date and time when your reminder will go out and choose the condition to whom the invitation will only be sent to.
Once you are done setting up everything, scroll up and click ‘Schedule.
** The Preview, Test and Copy button will all be grayed out. It will only be clickable after you save your email.
Once the email template has been saved, you can click ‘Preview’ to see how it will look once the respondent receives the email invitation. When you click the ‘Test’ button, it will send a test invitation to your email address.
When you click on your scheduled email invitation, you will see when the invitation is scheduled to go out and how many reminders have been set up.
NOTE: The invitation will come from “info@su.vc”
For a full list of FAQs, please click here.
If you have any questions, please reach out to support at support@kozaigroup.com