​ Home

​ Contact

PDF Reports Overview

PDF Reports are documents that are automatically generated for each

participant once they have completed their Scorecard.

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for
improvement.

> For Advanced & Pro Users only

ScoreApp Advanced and Pro users leverage this technology to add greater value to their network and to showcase
their expertise and services.

To create a ‘Results PDF’ you must first log-in and select your scorecard;

1. Click on the Score Builder (Pencil & ruler icon)

2. Select ‘Results’
3. Select ‘PDF Report’
Add a new PDF Report;

1. Click the green ‘Add PDF Report’ button

2. ‘Preview’ any templates
3. Choose a template or select 'start without a template'
 4. Press ‘Select’
5. A pop up box will appear prompting you to give a ‘Title’ to your PDF Report. This is for internal use only.
6. Click ‘Save’

Build your own PDF Template

Once you have selected your template, chosen a ‘Title’ and clicked ‘Save’ you will be taken inside the PDF Builder.

There are two sections in your report Builder; ‘ Pages’ and ‘Settings’

Settings

Create default perimeters for your design.Your settings can be found next to pages with the cog icon. Use this
section to populate your PDF’s Header, Footer and general brand settings.
Pages
This is where you add each page of your report and customise to align with your business.

Add a Page;

1. Under ‘Pages’ select ‘Add a Page’

2. You can choose from a variety of different sections;
 1. Select a section you would like to add and then choose a page style that works best for you by selecting
‘Add Page’
2. Click the back arrow to go back to the ‘Pages’ view
3. Repeat for each page that you would like to include in your report.

Page sections;

Covers - Front cover of your PDF Report.

Overall Score - This displays their overall score and you could use this section to also explain what the overall score
means, how it’s calculated and how it might be interpreted. You may also choose to enable dynamic mode by sliding
on the 'dynamic content' toggle and entering different versions of content to support each score tier.

Category Scores - This displays and breaks down their individual category scores. You can use this section to
introduce the categories that you’ve scored your lead against.
Individual Categories - This is where you can take a deeper dive into one particular category. It will display their
category score and allow you the opportunity to highlight your expertise and talk about the suggested improvements
that will help them solve a problem or improve in a certain area. Enable dynamic content to acknowledge the score
tier they fell into and tailor the advice based on how they scored. Each category may suit a couple of pages. One as
a category description page and a second as a 'tips to improve your score' page.

Call to actions - This section can be used throughout your report to offer up different next steps and clear calls to
action based on their answers. You can choose from lots of different call to action page styles that include videos,
offer boxes and supporting graphics.

General Content - Ready made page styles that give you the flexibility to add more content to your report as
required. These pages include overviews, introductions, quotes and thank you pages.

Editing Pages;
Each page style has its own unique look and feel and can be edited by selecting a page and working through the
Content panel on the right hand side and clicking ‘ Save’.

You will see a preview of your design on the right hand side of the page.

Dynamic Mode

Each page has the option to be in Dynamic mode and you can learn more about Dynamic content and how it works
CLICK HERE

> Highlight - Don’t forget that if you do decide to use Dynamic Mode and change your mind at a later date to copy
and paste your work to another document as turning the Dynamic button on and off will revert any work back to its
original default settings.

Change order and hide section

You can change the order of your pages by clicking and holding on the 6 little dots and moving it up and down.

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line
through the eye icon.

How to Publish
Once you’re finished and happy with your PDF Template;

1. Click ‘Publish’ in the top right corner

2. Click ‘Make Default’
3. Press ‘Save’

If you click the back button, which is the arrow in the top right corner, it will take you back to your PDF Reports home.

> Please note; you can have as many reports as you like but the only one that is live and visible is the one that is
‘Default’ and ‘Published’.

From your PDF Dashboard

You can make quick changes by clicking on the 3 dots.

Here you can;

● Edit
● Make Default
● Publish
● Delete
PDF Report Templates

Once you have chosen your template it will automatically generate pages for you to edit. You can customise these
sections by following the guide in the ‘Build your own PDF Template’ section.

How to send your PDF Report

Your report will automatically generate for each person that has completed your Scorecard. To make sure they
receive this you can add this to your ‘Results Email’ that is sent to every lead.

To add the PDF to your email;

1. Create, ‘Make Default’ and ‘Publish’ your PDF Template

2. Open your email settings and scroll down to the ‘Content’ section
3. Under ‘Email Content’ select the ‘Merge Fields’ Box.
 4. Select ‘Report_Button' and this will embed your report into the email body

5. Save

Or if you would like to replace the existing ‘Result_Button’ with the ‘Results PDF’ there is a quick way of doing this;
 1. Left click ‘Results_Button’
2. Select ‘Change’
3. Click ‘Report_Button
4. Save

It’s always a good idea to test your scorecard and you can do this by launching the scorecard and checking the email
you will receive.

Still need help? Contact Us

Last updated on February 24, 2022

Toggle Search

​ Getting Started
​ Scorecard Builder
​ Leads & Data
​ Advanced
​ Manage Account
 ​ Promotion & Advertising

© Hyper Targeted Marketing Ltd 2023. Powered by Help Scout

​ Home
​

​ Contact

PDF Reports Overview

PDF Reports are documents that are automatically generated for each

participant once they have completed their Scorecard.

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for
improvement.

> For Advanced & Pro Users only

ScoreApp Advanced and Pro users leverage this technology to add greater value to their network and to showcase
their expertise and services.

To create a ‘Results PDF’ you must first log-in and select your scorecard;

1. Click on the Score Builder (Pencil & ruler icon)

2. Select ‘Results’
3. Select ‘PDF Report’
Add a new PDF Report;

1. Click the green ‘Add PDF Report’ button

2. ‘Preview’ any templates
3. Choose a template or select 'start without a template'
 4. Press ‘Select’
5. A pop up box will appear prompting you to give a ‘Title’ to your PDF Report. This is for internal use only.
6. Click ‘Save’

Build your own PDF Template

Once you have selected your template, chosen a ‘Title’ and clicked ‘Save’ you will be taken inside the PDF Builder.

There are two sections in your report Builder; ‘ Pages’ and ‘Settings’

Settings

Create default perimeters for your design.Your settings can be found next to pages with the cog icon. Use this
section to populate your PDF’s Header, Footer and general brand settings.
Pages
This is where you add each page of your report and customise to align with your business.

Add a Page;

1. Under ‘Pages’ select ‘Add a Page’

2. You can choose from a variety of different sections;
 1. Select a section you would like to add and then choose a page style that works best for you by selecting
‘Add Page’
2. Click the back arrow to go back to the ‘Pages’ view
3. Repeat for each page that you would like to include in your report.

Page sections;

Covers - Front cover of your PDF Report.

Overall Score - This displays their overall score and you could use this section to also explain what the overall score
means, how it’s calculated and how it might be interpreted. You may also choose to enable dynamic mode by sliding
on the 'dynamic content' toggle and entering different versions of content to support each score tier.

Category Scores - This displays and breaks down their individual category scores. You can use this section to
introduce the categories that you’ve scored your lead against.
Individual Categories - This is where you can take a deeper dive into one particular category. It will display their
category score and allow you the opportunity to highlight your expertise and talk about the suggested improvements
that will help them solve a problem or improve in a certain area. Enable dynamic content to acknowledge the score
tier they fell into and tailor the advice based on how they scored. Each category may suit a couple of pages. One as
a category description page and a second as a 'tips to improve your score' page.

Call to actions - This section can be used throughout your report to offer up different next steps and clear calls to
action based on their answers. You can choose from lots of different call to action page styles that include videos,
offer boxes and supporting graphics.

General Content - Ready made page styles that give you the flexibility to add more content to your report as
required. These pages include overviews, introductions, quotes and thank you pages.

Editing Pages;
Each page style has its own unique look and feel and can be edited by selecting a page and working through the
Content panel on the right hand side and clicking ‘ Save’.

You will see a preview of your design on the right hand side of the page.

Dynamic Mode

Each page has the option to be in Dynamic mode and you can learn more about Dynamic content and how it works
CLICK HERE

> Highlight - Don’t forget that if you do decide to use Dynamic Mode and change your mind at a later date to copy
and paste your work to another document as turning the Dynamic button on and off will revert any work back to its
original default settings.

Change order and hide section

You can change the order of your pages by clicking and holding on the 6 little dots and moving it up and down.

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line
through the eye icon.

How to Publish
Once you’re finished and happy with your PDF Template;

1. Click ‘Publish’ in the top right corner

2. Click ‘Make Default’
3. Press ‘Save’

If you click the back button, which is the arrow in the top right corner, it will take you back to your PDF Reports home.

> Please note; you can have as many reports as you like but the only one that is live and visible is the one that is
‘Default’ and ‘Published’.

From your PDF Dashboard

You can make quick changes by clicking on the 3 dots.

Here you can;

● Edit
● Make Default
● Publish
● Delete
PDF Report Templates

Once you have chosen your template it will automatically generate pages for you to edit. You can customise these
sections by following the guide in the ‘Build your own PDF Template’ section.

How to send your PDF Report

Your report will automatically generate for each person that has completed your Scorecard. To make sure they
receive this you can add this to your ‘Results Email’ that is sent to every lead.

To add the PDF to your email;

1. Create, ‘Make Default’ and ‘Publish’ your PDF Template

2. Open your email settings and scroll down to the ‘Content’ section
3. Under ‘Email Content’ select the ‘Merge Fields’ Box.
 4. Select ‘Report_Button' and this will embed your report into the email body

5. Save

Or if you would like to replace the existing ‘Result_Button’ with the ‘Results PDF’ there is a quick way of doing this;
 1. Left click ‘Results_Button’
2. Select ‘Change’
3. Click ‘Report_Button
4. Save

It’s always a good idea to test your scorecard and you can do this by launching the scorecard and checking the email
you will receive.

Still need help? Contact Us

Last updated on February 24, 2022

Toggle Search

​ Getting Started
​ Scorecard Builder
​ Leads & Data
​ Advanced
​ Manage Account
 ​ Promotion & Advertising

© Hyper Targeted Marketing Ltd 2023. Powered by Help Scout

​ Home
​

​ Contact

PDF Reports Overview

PDF Reports are documents that are automatically generated for each

participant once they have completed their Scorecard.

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for
improvement.

> For Advanced & Pro Users only

ScoreApp Advanced and Pro users leverage this technology to add greater value to their network and to showcase
their expertise and services.

To create a ‘Results PDF’ you must first log-in and select your scorecard;

1. Click on the Score Builder (Pencil & ruler icon)

2. Select ‘Results’
3. Select ‘PDF Report’
Add a new PDF Report;

1. Click the green ‘Add PDF Report’ button

2. ‘Preview’ any templates
3. Choose a template or select 'start without a template'
 4. Press ‘Select’
5. A pop up box will appear prompting you to give a ‘Title’ to your PDF Report. This is for internal use only.
6. Click ‘Save’

Build your own PDF Template

Once you have selected your template, chosen a ‘Title’ and clicked ‘Save’ you will be taken inside the PDF Builder.

There are two sections in your report Builder; ‘ Pages’ and ‘Settings’

Settings

Create default perimeters for your design.Your settings can be found next to pages with the cog icon. Use this
section to populate your PDF’s Header, Footer and general brand settings.
Pages
This is where you add each page of your report and customise to align with your business.

Add a Page;

1. Under ‘Pages’ select ‘Add a Page’

2. You can choose from a variety of different sections;
 1. Select a section you would like to add and then choose a page style that works best for you by selecting
‘Add Page’
2. Click the back arrow to go back to the ‘Pages’ view
3. Repeat for each page that you would like to include in your report.

Page sections;

Covers - Front cover of your PDF Report.

Overall Score - This displays their overall score and you could use this section to also explain what the overall score
means, how it’s calculated and how it might be interpreted. You may also choose to enable dynamic mode by sliding
on the 'dynamic content' toggle and entering different versions of content to support each score tier.

Category Scores - This displays and breaks down their individual category scores. You can use this section to
introduce the categories that you’ve scored your lead against.
Individual Categories - This is where you can take a deeper dive into one particular category. It will display their
category score and allow you the opportunity to highlight your expertise and talk about the suggested improvements
that will help them solve a problem or improve in a certain area. Enable dynamic content to acknowledge the score
tier they fell into and tailor the advice based on how they scored. Each category may suit a couple of pages. One as
a category description page and a second as a 'tips to improve your score' page.

Call to actions - This section can be used throughout your report to offer up different next steps and clear calls to
action based on their answers. You can choose from lots of different call to action page styles that include videos,
offer boxes and supporting graphics.

General Content - Ready made page styles that give you the flexibility to add more content to your report as
required. These pages include overviews, introductions, quotes and thank you pages.

Editing Pages;
Each page style has its own unique look and feel and can be edited by selecting a page and working through the
Content panel on the right hand side and clicking ‘ Save’.

You will see a preview of your design on the right hand side of the page.

Dynamic Mode

Each page has the option to be in Dynamic mode and you can learn more about Dynamic content and how it works
CLICK HERE

> Highlight - Don’t forget that if you do decide to use Dynamic Mode and change your mind at a later date to copy
and paste your work to another document as turning the Dynamic button on and off will revert any work back to its
original default settings.

Change order and hide section

You can change the order of your pages by clicking and holding on the 6 little dots and moving it up and down.

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line
through the eye icon.

How to Publish
Once you’re finished and happy with your PDF Template;

1. Click ‘Publish’ in the top right corner

2. Click ‘Make Default’
3. Press ‘Save’

If you click the back button, which is the arrow in the top right corner, it will take you back to your PDF Reports home.

> Please note; you can have as many reports as you like but the only one that is live and visible is the one that is
‘Default’ and ‘Published’.

From your PDF Dashboard

You can make quick changes by clicking on the 3 dots.

Here you can;

● Edit
● Make Default
● Publish
● Delete
PDF Report Templates

Once you have chosen your template it will automatically generate pages for you to edit. You can customise these
sections by following the guide in the ‘Build your own PDF Template’ section.

How to send your PDF Report

Your report will automatically generate for each person that has completed your Scorecard. To make sure they
receive this you can add this to your ‘Results Email’ that is sent to every lead.

To add the PDF to your email;

1. Create, ‘Make Default’ and ‘Publish’ your PDF Template

2. Open your email settings and scroll down to the ‘Content’ section
3. Under ‘Email Content’ select the ‘Merge Fields’ Box.
 4. Select ‘Report_Button' and this will embed your report into the email body

5. Save

Or if you would like to replace the existing ‘Result_Button’ with the ‘Results PDF’ there is a quick way of doing this;
 1. Left click ‘Results_Button’
2. Select ‘Change’
3. Click ‘Report_Button
4. Save

It’s always a good idea to test your scorecard and you can do this by launching the scorecard and checking the email
you will receive.

Still need help? Contact Us

Last updated on February 24, 2022

Toggle Search

​ Getting Started
​ Scorecard Builder
​ Leads & Data
​ Advanced
​ Manage Account
 ​ Promotion & Advertising

© Hyper Targeted Marketing Ltd 2023. Powered by Help Scout

​ Home
​

​ Contact

PDF Reports Overview

PDF Reports are documents that are automatically generated for each

participant once they have completed their Scorecard.

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for
improvement.

> For Advanced & Pro Users only

ScoreApp Advanced and Pro users leverage this technology to add greater value to their network and to showcase
their expertise and services.

To create a ‘Results PDF’ you must first log-in and select your scorecard;

1. Click on the Score Builder (Pencil & ruler icon)

2. Select ‘Results’
3. Select ‘PDF Report’
Add a new PDF Report;

1. Click the green ‘Add PDF Report’ button

2. ‘Preview’ any templates
3. Choose a template or select 'start without a template'
 4. Press ‘Select’
5. A pop up box will appear prompting you to give a ‘Title’ to your PDF Report. This is for internal use only.
6. Click ‘Save’

Build your own PDF Template

Once you have selected your template, chosen a ‘Title’ and clicked ‘Save’ you will be taken inside the PDF Builder.

There are two sections in your report Builder; ‘ Pages’ and ‘Settings’

Settings

Create default perimeters for your design.Your settings can be found next to pages with the cog icon. Use this
section to populate your PDF’s Header, Footer and general brand settings.
Pages
This is where you add each page of your report and customise to align with your business.

Add a Page;

1. Under ‘Pages’ select ‘Add a Page’

2. You can choose from a variety of different sections;
 1. Select a section you would like to add and then choose a page style that works best for you by selecting
‘Add Page’
2. Click the back arrow to go back to the ‘Pages’ view
3. Repeat for each page that you would like to include in your report.

Page sections;

Covers - Front cover of your PDF Report.

Overall Score - This displays their overall score and you could use this section to also explain what the overall score
means, how it’s calculated and how it might be interpreted. You may also choose to enable dynamic mode by sliding
on the 'dynamic content' toggle and entering different versions of content to support each score tier.

Category Scores - This displays and breaks down their individual category scores. You can use this section to
introduce the categories that you’ve scored your lead against.
Individual Categories - This is where you can take a deeper dive into one particular category. It will display their
category score and allow you the opportunity to highlight your expertise and talk about the suggested improvements
that will help them solve a problem or improve in a certain area. Enable dynamic content to acknowledge the score
tier they fell into and tailor the advice based on how they scored. Each category may suit a couple of pages. One as
a category description page and a second as a 'tips to improve your score' page.

Call to actions - This section can be used throughout your report to offer up different next steps and clear calls to
action based on their answers. You can choose from lots of different call to action page styles that include videos,
offer boxes and supporting graphics.

General Content - Ready made page styles that give you the flexibility to add more content to your report as
required. These pages include overviews, introductions, quotes and thank you pages.

Editing Pages;
Each page style has its own unique look and feel and can be edited by selecting a page and working through the
Content panel on the right hand side and clicking ‘ Save’.

You will see a preview of your design on the right hand side of the page.

Dynamic Mode

Each page has the option to be in Dynamic mode and you can learn more about Dynamic content and how it works
CLICK HERE

> Highlight - Don’t forget that if you do decide to use Dynamic Mode and change your mind at a later date to copy
and paste your work to another document as turning the Dynamic button on and off will revert any work back to its
original default settings.

Change order and hide section

You can change the order of your pages by clicking and holding on the 6 little dots and moving it up and down.

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line
through the eye icon.

How to Publish
Once you’re finished and happy with your PDF Template;

1. Click ‘Publish’ in the top right corner

2. Click ‘Make Default’
3. Press ‘Save’

If you click the back button, which is the arrow in the top right corner, it will take you back to your PDF Reports home.

> Please note; you can have as many reports as you like but the only one that is live and visible is the one that is
‘Default’ and ‘Published’.

From your PDF Dashboard

You can make quick changes by clicking on the 3 dots.

Here you can;

● Edit
● Make Default
● Publish
● Delete
PDF Report Templates

Once you have chosen your template it will automatically generate pages for you to edit. You can customise these
sections by following the guide in the ‘Build your own PDF Template’ section.

How to send your PDF Report

Your report will automatically generate for each person that has completed your Scorecard. To make sure they
receive this you can add this to your ‘Results Email’ that is sent to every lead.

To add the PDF to your email;

1. Create, ‘Make Default’ and ‘Publish’ your PDF Template

2. Open your email settings and scroll down to the ‘Content’ section
3. Under ‘Email Content’ select the ‘Merge Fields’ Box.
 4. Select ‘Report_Button' and this will embed your report into the email body

5. Save

Or if you would like to replace the existing ‘Result_Button’ with the ‘Results PDF’ there is a quick way of doing this;
 1. Left click ‘Results_Button’
2. Select ‘Change’
3. Click ‘Report_Button
4. Save

It’s always a good idea to test your scorecard and you can do this by launching the scorecard and checking the email
you will receive.

Still need help? Contact Us

Last updated on February 24, 2022

Toggle Search

​ Getting Started
​ Scorecard Builder
​ Leads & Data
​ Advanced
​ Manage Account
 ​ Promotion & Advertising

© Hyper Targeted Marketing Ltd 2023. Powered by Help Scout

​ Home
​

​ Contact

PDF Reports Overview

PDF Reports are documents that are automatically generated for each

participant once they have completed their Scorecard.

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for
improvement.

> For Advanced & Pro Users only

ScoreApp Advanced and Pro users leverage this technology to add greater value to their network and to showcase
their expertise and services.

To create a ‘Results PDF’ you must first log-in and select your scorecard;

1. Click on the Score Builder (Pencil & ruler icon)

2. Select ‘Results’
3. Select ‘PDF Report’
Add a new PDF Report;

1. Click the green ‘Add PDF Report’ button

2. ‘Preview’ any templates
3. Choose a template or select 'start without a template'
 4. Press ‘Select’
5. A pop up box will appear prompting you to give a ‘Title’ to your PDF Report. This is for internal use only.
6. Click ‘Save’

Build your own PDF Template

Once you have selected your template, chosen a ‘Title’ and clicked ‘Save’ you will be taken inside the PDF Builder.

There are two sections in your report Builder; ‘ Pages’ and ‘Settings’

Settings

Create default perimeters for your design.Your settings can be found next to pages with the cog icon. Use this
section to populate your PDF’s Header, Footer and general brand settings.
Pages
This is where you add each page of your report and customise to align with your business.

Add a Page;

1. Under ‘Pages’ select ‘Add a Page’

2. You can choose from a variety of different sections;
 1. Select a section you would like to add and then choose a page style that works best for you by selecting
‘Add Page’
2. Click the back arrow to go back to the ‘Pages’ view
3. Repeat for each page that you would like to include in your report.

Page sections;

Covers - Front cover of your PDF Report.

Overall Score - This displays their overall score and you could use this section to also explain what the overall score
means, how it’s calculated and how it might be interpreted. You may also choose to enable dynamic mode by sliding
on the 'dynamic content' toggle and entering different versions of content to support each score tier.

Category Scores - This displays and breaks down their individual category scores. You can use this section to
introduce the categories that you’ve scored your lead against.
Individual Categories - This is where you can take a deeper dive into one particular category. It will display their
category score and allow you the opportunity to highlight your expertise and talk about the suggested improvements
that will help them solve a problem or improve in a certain area. Enable dynamic content to acknowledge the score
tier they fell into and tailor the advice based on how they scored. Each category may suit a couple of pages. One as
a category description page and a second as a 'tips to improve your score' page.

Call to actions - This section can be used throughout your report to offer up different next steps and clear calls to
action based on their answers. You can choose from lots of different call to action page styles that include videos,
offer boxes and supporting graphics.

General Content - Ready made page styles that give you the flexibility to add more content to your report as
required. These pages include overviews, introductions, quotes and thank you pages.

Editing Pages;
Each page style has its own unique look and feel and can be edited by selecting a page and working through the
Content panel on the right hand side and clicking ‘ Save’.

You will see a preview of your design on the right hand side of the page.

Dynamic Mode

Each page has the option to be in Dynamic mode and you can learn more about Dynamic content and how it works
CLICK HERE

> Highlight - Don’t forget that if you do decide to use Dynamic Mode and change your mind at a later date to copy
and paste your work to another document as turning the Dynamic button on and off will revert any work back to its
original default settings.

Change order and hide section

You can change the order of your pages by clicking and holding on the 6 little dots and moving it up and down.

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line
through the eye icon.

How to Publish
Once you’re finished and happy with your PDF Template;

1. Click ‘Publish’ in the top right corner

2. Click ‘Make Default’
3. Press ‘Save’

If you click the back button, which is the arrow in the top right corner, it will take you back to your PDF Reports home.

> Please note; you can have as many reports as you like but the only one that is live and visible is the one that is
‘Default’ and ‘Published’.

From your PDF Dashboard

You can make quick changes by clicking on the 3 dots.

Here you can;

● Edit
● Make Default
● Publish
● Delete
PDF Report Templates

Once you have chosen your template it will automatically generate pages for you to edit. You can customise these
sections by following the guide in the ‘Build your own PDF Template’ section.

How to send your PDF Report

Your report will automatically generate for each person that has completed your Scorecard. To make sure they
receive this you can add this to your ‘Results Email’ that is sent to every lead.

To add the PDF to your email;

1. Create, ‘Make Default’ and ‘Publish’ your PDF Template

2. Open your email settings and scroll down to the ‘Content’ section
3. Under ‘Email Content’ select the ‘Merge Fields’ Box.
 4. Select ‘Report_Button' and this will embed your report into the email body

5. Save

Or if you would like to replace the existing ‘Result_Button’ with the ‘Results PDF’ there is a quick way of doing this;
 1. Left click ‘Results_Button’
2. Select ‘Change’
3. Click ‘Report_Button
4. Save

It’s always a good idea to test your scorecard and you can do this by launching the scorecard and checking the email
you will receive.

Still need help? Contact Us

Last updated on February 24, 2022

Toggle Search

​ Getting Started
​ Scorecard Builder
​ Leads & Data
​ Advanced
​ Manage Account
 ​ Promotion & Advertising

© Hyper Targeted Marketing Ltd 2023. Powered by Help Scout

​ Home
​

​ Contact

PDF Reports Overview

PDF Reports are documents that are automatically generated for each

participant once they have completed their Scorecard.

The information in the PDF Report provides further analyses of the scores and offers valuable insights and areas for
improvement.

> For Advanced & Pro Users only

ScoreApp Advanced and Pro users leverage this technology to add greater value to their network and to showcase
their expertise and services.

To create a ‘Results PDF’ you must first log-in and select your scorecard;

1. Click on the Score Builder (Pencil & ruler icon)

2. Select ‘Results’
3. Select ‘PDF Report’
Add a new PDF Report;

1. Click the green ‘Add PDF Report’ button

2. ‘Preview’ any templates
3. Choose a template or select 'start without a template'
 4. Press ‘Select’
5. A pop up box will appear prompting you to give a ‘Title’ to your PDF Report. This is for internal use only.
6. Click ‘Save’

Build your own PDF Template

Once you have selected your template, chosen a ‘Title’ and clicked ‘Save’ you will be taken inside the PDF Builder.

There are two sections in your report Builder; ‘ Pages’ and ‘Settings’

Settings

Create default perimeters for your design.Your settings can be found next to pages with the cog icon. Use this
section to populate your PDF’s Header, Footer and general brand settings.
Pages
This is where you add each page of your report and customise to align with your business.

Add a Page;

1. Under ‘Pages’ select ‘Add a Page’

2. You can choose from a variety of different sections;
 1. Select a section you would like to add and then choose a page style that works best for you by selecting
‘Add Page’
2. Click the back arrow to go back to the ‘Pages’ view
3. Repeat for each page that you would like to include in your report.

Page sections;

Covers - Front cover of your PDF Report.

Overall Score - This displays their overall score and you could use this section to also explain what the overall score
means, how it’s calculated and how it might be interpreted. You may also choose to enable dynamic mode by sliding
on the 'dynamic content' toggle and entering different versions of content to support each score tier.

Category Scores - This displays and breaks down their individual category scores. You can use this section to
introduce the categories that you’ve scored your lead against.
Individual Categories - This is where you can take a deeper dive into one particular category. It will display their
category score and allow you the opportunity to highlight your expertise and talk about the suggested improvements
that will help them solve a problem or improve in a certain area. Enable dynamic content to acknowledge the score
tier they fell into and tailor the advice based on how they scored. Each category may suit a couple of pages. One as
a category description page and a second as a 'tips to improve your score' page.

Call to actions - This section can be used throughout your report to offer up different next steps and clear calls to
action based on their answers. You can choose from lots of different call to action page styles that include videos,
offer boxes and supporting graphics.

General Content - Ready made page styles that give you the flexibility to add more content to your report as
required. These pages include overviews, introductions, quotes and thank you pages.

Editing Pages;
Each page style has its own unique look and feel and can be edited by selecting a page and working through the
Content panel on the right hand side and clicking ‘ Save’.

You will see a preview of your design on the right hand side of the page.

Dynamic Mode

Each page has the option to be in Dynamic mode and you can learn more about Dynamic content and how it works
CLICK HERE

> Highlight - Don’t forget that if you do decide to use Dynamic Mode and change your mind at a later date to copy
and paste your work to another document as turning the Dynamic button on and off will revert any work back to its
original default settings.

Change order and hide section

You can change the order of your pages by clicking and holding on the 6 little dots and moving it up and down.

You can hide a section by clicking on the eye icon. You will be able to see if it is not visible if there is a digital line
through the eye icon.

How to Publish
Once you’re finished and happy with your PDF Template;

1. Click ‘Publish’ in the top right corner

2. Click ‘Make Default’
3. Press ‘Save’

If you click the back button, which is the arrow in the top right corner, it will take you back to your PDF Reports home.

> Please note; you can have as many reports as you like but the only one that is live and visible is the one that is
‘Default’ and ‘Published’.

From your PDF Dashboard

You can make quick changes by clicking on the 3 dots.

Here you can;

● Edit
● Make Default
● Publish
● Delete
PDF Report Templates

Once you have chosen your template it will automatically generate pages for you to edit. You can customise these
sections by following the guide in the ‘Build your own PDF Template’ section.

How to send your PDF Report

Your report will automatically generate for each person that has completed your Scorecard. To make sure they
receive this you can add this to your ‘Results Email’ that is sent to every lead.

To add the PDF to your email;

1. Create, ‘Make Default’ and ‘Publish’ your PDF Template

2. Open your email settings and scroll down to the ‘Content’ section
3. Under ‘Email Content’ select the ‘Merge Fields’ Box.
 4. Select ‘Report_Button' and this will embed your report into the email body

5. Save

Or if you would like to replace the existing ‘Result_Button’ with the ‘Results PDF’ there is a quick way of doing this;
 1. Left click ‘Results_Button’
2. Select ‘Change’
3. Click ‘Report_Button
4. Save

It’s always a good idea to test your scorecard and you can do this by launching the scorecard and checking the email
you will receive.

Still need help? Contact Us

Last updated on February 24, 2022

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