🧾 Introduction
The Scorecard powers the Personal View for your Frontline Teams and Managers, showing a snapshot of performance—where team members excel and where they have opportunities to improve. It’s quick, clear, and focused.
Beyond individual insight, Scorecards also fuel the Team Scoreboard used by higher-level managers to track broader trends and team performance.
This article explains how to set up and customize Scorecards so they reflect what matters most to your organization.
📺 Video Tutorial
🚀 Getting Started
✅ Enable Scorecards
Enable Scorecards from:
App Store → Discover → Scorecards
⚠️ If you don’t see Scorecards, your plan may not include this feature. Reach out to your CSM or email accountmanagement@asknicely.com to upgrade.
👥 Select User Role
Select an existing User Role, or click Add a new Role to open the User Roles setup page.
Note: One User Role = One Scorecard. But a single Scorecard can be linked to multiple User Roles.
For help setting up roles, see: Creating User Roles in AskNicely
🧩 Create Your Topics
Your Topics should represent your service standards—things your customers care about most.
Minimum Topics: 4
Maximum Topics: 10 (Only 9 unique badges available)
✅ Best Practice: Start with 4–6 topics for clarity and brevity.
These topics will show up in:
Response data
Spotlight View
Reports and leaderboards
Digests
🏷️ Select Labels & Badges
Each Topic can have:
A Label: what appears on the survey (e.g., “Was prompt, professional, and courteous”)
A Badge: a fun icon for motivation (e.g., 🧪 Mad Scientist)
✏️ You can change what the customer sees in the survey without affecting the Scorecard display for your team.
🏷️ Name Your Scorecard
Choose a name that reflects the Scorecard’s focus (especially important if you plan to create multiple Scorecards for different roles).
🧠 Reminder: Click Finish to save!
✍️ Add Scorecard Topics to Your Survey
➕ Add a Scorecard Question
After setting up your Scorecard:
Click Add a Scorecard Question to a Survey
Select your Survey Template
Insert the Scorecard Question
Choose the Scorecard to link it to
Promoter Logic = uses Labels
Default Logic = uses Topic names
You can:
Add non-scorecard answer options (won’t affect scores)
Add jumps or conditional logic based on answers
Allow multi-select or single select
Allow randomized order
Learn more: Building Surveys with the Conversation Builder
🎯 Setting Up Multiple Scorecards or Surveys
Scorecards can be reused across surveys.
Surveys can include multiple Scorecards.
⚠️ Each User Role can only see one Scorecard.
✏️ Editing Scorecards
Navigate to:
App Store → Installed Apps → Scorecards
There you’ll find:
All your existing Scorecards
Topics, User Roles, linked Surveys, and Reporting Fields
You can:
Edit Topics, Badges, and Labels
Adjust customer-facing labels directly in the survey
⚠️ Changing a Topic updates it historically across all reports and dashboards.
🚫 Disabling a Topic
Click Disable Topic to:
Remove it from surveys (it won’t appear in future responses)
Retain historical data in Scoreboards and Reports
🛠️ If the Topic is used for jumps or logic, update the survey before disabling.
📝 Notes
Coaching Playbooks are not yet compatible with new Scorecards (under review).
Admins in accounts with multiple Scorecards must select one Scorecard to view at a time.
📺 Video Tutorial
🔗 Next Steps & Related Articles