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      APP Process - Online School- How to Send Completed Quiz Reports to Agency

      To send updates by providing the agency owner/leader a quiz report of who completed the lessons by providing them the list of the team members who took the quizzes within the lectures for course utilization and engagement.

      Desired Outcome of APP Process - How to Send Quiz Report to Agency

      To provide the quiz report to the agency owner a day before the next meeting/lesson. The agency owner will remind the team members to take the quiz before the training session starts.

      Unacceptable Actions For APP Process - How to Send Quiz Report to Agency

      • Not providing a Quiz Reminder to individuals who have not completed the quiz 2 days prior the scheduled training day.
      • Do not neglect to send the quiz report to the agency owner 24 hours before the next training session.

      APP Process - How to Send Quiz Report to Agency


      Checking through Type Form:

      1. Go to each consultants calendar to see what meetings they have the following day
      2. Log-In to Typeform using Kelly’s Credential
      3. Select the Course (ex. Agency Growth/Appx Sales)
        KBA 7
      4. Select the Lesson (ex. Lesson 2)
      5. Go to Results
        KBA 3.1
      6. Select Responses
        KBA 3.1-1
      7. Search for the agency email (ex. @agency.com)
      8. Tick the box on the left side corner.
        KBA 4
      9. Download the File as .csv
        KBA 5
      10. Once downloaded open Hubspot and search for the Agency and then copy the Quiz report tracker link.
        KBA 1

      Checking through Hubspot:

      1. Search for the student on Hubspot
      2. Go to Activities
        q1-2
      3. Filter by Form Submission
        q23
      4. Typeform sometimes didn't catch the response of students. This is another way of validating before sending results.
      q4

      Sending Results: 

      • Open the Quiz report tracker - Look for the specific Lesson (ex. Lesson 2)
      KBA 8-1
      1. Tick the check box of the people who have taken the quiz based on the .csv that you downloaded from Typeform. 
      2. Send to Agency Owner/ Team Leaders using email template Teachable Training Quiz Report Email.
      3. Send the quiz responses to the team leaders of the program you can find this in Hubspot 
      4. CC: Consultant

        KBA 2
      5. Double check the Hubspot date to make sure it is accurate (if the meeting changed and Hubspot was not updated this may be wrong.
        KBA 9
      6. Send a separate result to consultant indicating how many have taken the quiz. 
        KBA 6
      7. Send the quiz report

      Video Process: 

       

      Updated by: Liz Gacutan