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*If you’re currently engaged with the MindGarden platform, please refer to their FAQs and Support page.

HOW TO PURCHASE ASSESSMENTS

To purchase assessments you may navigate to either assessment page GCI, IES, ICI (if you would like to pay by invoice you may request your desired assessments via the assessment intake form here). 

Once you’ve reached the assessment page, scroll down to “PURCHASE THE ASSESSMENT”:

From here you will be redirected to the purchase portion of the page where you may be asked if the assessment is for Corporate or Educational use:

After selecting which assessment fits your needs, you will be asked if the assessment usage is for a single test, or a pre and post assessment. The assessment can be purchased as a stand-alone tool or as a combination pre- and post-assessment whereby you can administer the assessment twice to measure changes, track progress and plot a roadmap towards further improvement: 

In addition to usage, you will also select if you would like a report download. If you’d like the report to be automatically delivered to the participants upon completion of the assessment, please select yes. If you’d like to hold the results until a certain date, please select no. If you select no, you will have to download the reports and send them manually: 

Finally, click Purchase and Check Out. You will then be directed to complete your order:

HOW TO ADMINISTER THE ASSESSMENTS TO STUDENTS IF YOU’D LIKE THEM TO PURCHASE

To purchase assessments you may navigate to either assessment page (GCI, IES, ICI). 

Once you’ve reached the assessment page, scroll down to “PURCHASE THE ASSESSMENT”:

Following the steps above, navigate to Education:

After selecting which assessment fits your needs, you will be asked if the assessment usage is for a single test, or a pre and post assessment. The assessment can be purchased as a stand-alone tool or as a combination pre- and post-assessment whereby you can administer the assessment twice to measure changes, track progress and plot a roadmap towards further improvement: 

Next, you will be asked which Payment Type is preferred. In order to have the students pay, please select “Respondent Pays”:

This will allow the administrator to set up the assessment and have access to the results. 

Lastly, you will also select if you would like a report download. If you’d like the report to be automatically delivered to the participants upon completion of the assessment, please select yes. If you’d like to hold the results until a certain date, please select no. If you select no, you will have to download the reports and send them manually:

Finally, click Purchase and Check Out. You will then be directed to complete your order:

 

Accessing 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.

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”

 

How to Send Reminder to an Individual or a Group

If you need to send a reminder email to a respondent or need to get the individual link and access code for a respondent to take the assessment, you’ll want to do the following.

Get The Access Code and Assessment Link

Go into your account and head to “Contacts”. Search for the respondent who needs the access code, then copy the code under ‘Unique Identifier’. 

To search for the assessment link, go to ‘Questionnaires’ and copy the assessment link located just below the assessment name. 

Once you have copied both the Unique Identifier and assessment link, you can go ahead and personally email the respondent these details.

Send a Reminder 

Go to ‘Email Invitations’, choose an assessment and select an existing email title or group name you want to send an email reminder to. 

After choosing the group name, scroll down and click the “Add a reminder” button. 

You can then modify the email subject, email body (do not forget to add variables for the assessment link and access code), choose a condition to whom you want to send the reminder to, then set a date and time on when it will go out. Once you’re done, click the ‘Schedule’ button

 

Request Raw Data or A Group Report

Automatic downloads of raw data and group reports are currently unavailable. We’re working to get this feature restored quickly as possible. In the meantime. we’re using a manual process to ensure continued support for our many assessment administrators who require this feature. If you need your raw data or a group report, please fill out the form below. We’re presently working through requests on a case-by-case basis. Due to the high volume of requests, we’re unable to provide a timeline for response. However, once we have received your request, we will follow up with you and give you an expected turnaround time, which is presently about 2 to 3 weeks out.  

Click or drag a file to this area to upload.
Please upload a CSV file of your Group list which includes First Name, Last Name, and Email.
How To Review The Assessment Results

After you’ve added your respondents and sent out your invitations to take an assessment, you will want to view the assessment results. Follow along with the text and images below to see how to do this.

The reports can be accessed on the Questionnaires page.

Once you’re on the Questionnaires page, locate the assessment you distributed and wish to find the report copies for. Then, click the Responses icon next to the assessment you want to view. In this example, we will use the IES – Administrator Pays – Single.

Click on the Responses section.

On the Responses section, you need to remove the date filter to show all the responses available. To do this, click on the filter box.

Click on the X button and then click the ‘Save and Close’ button.

 

After removing the filter, you can search for the report you want to view by entering the email address in the search box.

To download the report copy, click on the Details icon next to the contact’s name.

Click on the Download button.

Go to the ReportR PDF tab and click on the download button

Wait for the report to be generated then click the Download button.

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