How to Send a Personalized Results Email

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When your prospects and clients finish an assessment, a personalized Results email can:

  • Help respondents understand their results

  • Build trust immediately

  • Point to next steps

But many coaches and consultants don’t have an email automation system set up — or don’t want to deal with tools like Zapier, Mailchimp, or complex workflows.

That’s exactly why Evalinator includes an automatic Results Email.

It lets you send a custom, brand-friendly Results email automatically when someone completes an assessment — no integrations required.

Who is this for?

The Results email feature is perfect if you:

  • Don’t have an email automation system yet

  • Want something that works out of the box

  • Want full control over wording and branding

  • Just need a professional email sent immediately

If you already use a full email marketing platform with multi-step sequences, you will not need this feature — instead look at this post about integrating your email automation systems.

What can you personalize?

You can write your own results email and personalize it using simple variables, such as:

  • Your logo
  • Respondent’s first name

  • Assessment name

  • Link to results

  • Highest scoring dimension

  • Personalized feedback text based on score
  • Applicable rating band

These variables are automatically replaced before the email is sent, so every respondent receives a message that feels personal and relevant.

How to set up Automatic Results Email (4 simple steps)

Step 1: Turn on Results Email

Navigate to your assessment, click to edit it, and open Email Capture  on the left.

Turn on the automatic results email option.

1- Results Email settings

2- Results Email settings

Step 2: Customize your default email template

Click on the Default Template and edit as needed:

  • Email subject

  • Email body – this is a rich text editor so you can add formatting and colors as needed

  • Add the personalization variables by simply copying and putting them where you need them. If you use dimensions or rating bands, make sure they are set up.

The default is the email every respondent will receive unless you personalize it using variables.

3- Results Email template editing

4- Results Email template variables

Step 3: (Optional) Add rules and email templates for different outcomes

Rules and additional templates are advanced settings. For most most of you, template variables should be enough.

So do this only if you are really NOT looking to use an email automation provider in the short term.

If you want, you can send different Result Emails based on:

  • Personality band

  • Highest scoring dimension

For example:

  • One email for leadership-focused results – with an offer or landing page link that caters only to

  • Another for analytical or creative profiles

If no rule matches, you can always set the default template to be used.

Step 4: (Optional) Choose a default template

If you created multiple templates, then you can select which template should be used as the default results email.

This ensures that even if no special rules apply, every respondent still receives a polished and personalized email.

What happens when someone completes your assessment?

  1. Evalinator checks if any rule applies

  2. If a rule matches, the linked template is used

  3. If not, the default template is sent

  4. Variables are replaced with real values

  5. The email is sent instantly

No delays. No external tools. No extra setup.

A simple, brand-friendly alternative to automation

Automatic Results Email is not meant to replace full email marketing systems.

Instead, it gives you:

  • A professional default experience

  • Immediate communication with respondents

  • Full control over messaging

  • Zero technical overhead

For many coaches and consultants, a personalized Results Email is exactly what’s needed. And if you later decide to build advanced email sequences using other tools, you should review our integrations.

Other Readings:

If you haven’t signed up yet for Evalinator, then sign up now – there’s no risk with a 2 week risk-free trial!

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