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SKIP AHEAD TO: How to Create a Knowledge Check How to Send Reminders for a Knowledge Check |
Discover how to use Knowledge Checks and explore all the available features. To create Knowledge Checks, you’ll need Account Admin, Team Admin, or Expert-level access. If the Knowledge Check feature isn’t visible in your account, please contact your Customer Success Manager or email us at support@spekit.co to have it enabled.
How to Create a Knowledge Check
1.) Open the Spekit Web App.
2.) Click on Team Hub and click + Add New.
3. ) Select Knowledge Checks from the pop-up menu.
4.) Enter a Title for your Knowledge Check. This will be visible to viewers.
5.) Add an Intro Page (Optional). Use the intro page to provide an overview or include a learning resource for viewers to review before starting the assessment.
6.) Create Your Questions:
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- Add up to four questions per Knowledge Check.
- Single Select: Up to four answer options, only one correct. Users select a single response.
- Multiple Select: Up to four answer options, at least one correct. Users can select multiple responses. To answer correctly, users must select all correct options and avoid incorrect ones.
7.) Adjust Settings. Go to the Settings tab before publishing.
8.) Select Your Audience. Choose one or more teams who should receive the Knowledge Check.
9.) Set the Passing Score. Define how many correct answers are required to pass.
10.) Configure the Score Page. After completion, viewers see a score page.
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- Optionally, add a link to extra resources (like a Spek or URL) for further learning. This will appear on the View Learning Resource button at the bottom of the Review Your Answers page.
11.) Enable Retakes (Optional). Allow users to retake the Knowledge Check as many times as needed.
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- Analytics will display their latest score and total attempts.
- NOTE: This option is off by default and cannot be changed after publishing.
12.) Choose Notification Methods. Notify viewers via email, in-app notification, and/or Spotlight.
💡 Pro Tip: Create a Spotlight linking to the Knowledge Check to increase visibility 💡
13.) Publish or Save Draft. Click Publish to launch your Knowledge Check, or Save Draft to continue working on it later.
How to Send Reminders for a Knowledge Check
You can send reminder emails to individuals who are enrolled but haven’t yet completed the Knowledge Check.
1.) Open the Spekit Web App.
2.) Click on Team Hub and click Knowledge Checks.
3.) Find and select the Knowledge Check you want to manage.
4.) Click on the Analytics tab for the selected Knowledge Check.
5.) In the % Users Completed box, click the email icon.
6.) Click Send Reminder to notify those who haven’t completed the Knowledge Check.
How to Create a Spotlight for a Knowledge Check
Admins and Experts can effortlessly create a Spotlight directly from the Knowledge Check settings page.
1.) Open the Knowledge Check Settings and click Create and Send Spotlight.
2.) Once the Spotlight setup is complete, click Publish.
3.) Next, a Create Spotlight modal will appear. Here are instructions on how to create a Spotlight.
NOTE: Only users assigned to the audience of the Knowledge Check will be able to access it via the Spotlight links. Ensure the correct teams are included in the Knowledge Check audience for seamless access.
How to Link Knowledge Checks to a Spek
Embedding Knowledge Checks into Speks is an excellent way to ensure your team fully absorbs the content.
Example: If you’re launching a new opportunity process in Salesforce and want to ensure your tenured reps understand the updates, you can embed a Knowledge Check in the final Spek to reinforce their understanding.
1.) Open the Spekit Web App.
2.) Click on Team Hub and click Knowledge Checks.
3.) Locate the desired Knowledge Check and click the three dots next to its title to open a dropdown menu.
4.) Select Share from the dropdown.
5.) Click Copy Link to copy the Knowledge Check URL.
6.) Go back to the Spek where you want to include the Knowledge Check. Use the hyperlink text option to add the copied URL. Click here for detailed instructions on creating a Spek.
NOTE: Only users assigned to a team included in the Knowledge Check audience will be able to access the Knowledge Check via these links. Ensure your audience settings are configured correctly.