Score

Create an Assessment

Score assessments evaluate your marketing stack health across multiple dimensions. Pick an assessment type, log findings with severity, score each dimension, and publish a shareable client-ready report.

Overview

Score is the deliverable layer. Whether you're an agency presenting audit findings to a client, an internal team producing a quarterly stack review, or a consultant handing over remediation priorities, Score turns raw findings into a structured, scored, shareable report.

Every assessment is built the same way: choose a type, add findings across dimensions, rate each dimension, and publish. The output is a public URL (optionally password-protected) that clients can view without needing a TagPipes login. The severity scale and scoring math are standardized so reports are comparable across clients and time periods.

Open Score > Assessments from the left sidebar. You'll see a list of every assessment you've created, with status (draft, published), type, and last-updated date. Active client work usually sits in draft; published assessments live here as a historical record.

Click Add Assessment to start. If you want to duplicate an existing assessment as a starting point (common when running the same assessment type across multiple clients), use the clone action on the source row instead.

Choose assessment type

Pick the assessment type that matches the scope you're delivering. Quick covers 12 standard dimensions and is designed for fast executive overviews. Full is the comprehensive option, with more depth per dimension and room for extensive findings. Media Audit is a specialized 5-dimension type focused on campaign efficiency and ad spend health.

The type determines the dimension list, the scoring scale, and the report template. You can't change the type after adding findings, so pick the right one up front. If you realize you picked the wrong type, clone the assessment and start over.

Add findings

For each dimension, add findings that describe what you observed. Every finding has a severity (Critical, High, Medium, Low), a recommendation, and optional supporting data tables for tracking evidence like tag lists, page URLs, or screenshot references.

Use the internal notes field for context that belongs to you and your team, not the client. This is the right place for "need to confirm with engineering", "Ryan found this last quarter", or "follow-up task filed in Jira". Internal notes never appear in the published report.

Severity drives the executive summary. Critical findings roll up to the top of the report and are color-coded red; Low findings appear at the bottom in lighter styling. Be honest with severity. Under-rating Critical issues lets problems slide; over-rating Low items creates noise and trains clients to ignore the report.

Score each dimension

Rate each dimension on the assessment's standard scale. The overall assessment score auto-calculates from the individual dimension scores, weighted by the assessment type. The final score isn't meant to be definitive (you can't reduce a marketing stack to one number without losing information), but it gives clients a directional read that's easy to track quarter over quarter.

Keep scoring consistent with your findings. A dimension with two Critical findings should not score well. A dimension with zero findings should score near the top. Reviewers will notice inconsistencies and it erodes trust in the report.

Publish the report

Click Publish to generate a shareable report. You'll get a public URL that clients or stakeholders can open in any browser. Add a password at publish time for sensitive reports; the password gate uses a lightweight client-side check (fine for low-sensitivity sharing, not a substitute for an auth layer for highly confidential material).

Published reports are snapshots. Edits you make to the assessment afterwards don't propagate to the published URL until you publish again. This protects clients from seeing mid-edit states, and gives you control over when new versions go live.

Tips

Quick assessments cover 12 standard dimensions and are ideal for executive-level overviews; Media Audits specialize in 5 ad-efficiency dimensions. Internal notes on findings are private and won't appear in the published report, so use them freely for team context and follow-up flags. Clone any assessment to create a similar one for another client or property, and use the findings list to drive remediation work in AutoTag, Auditor, or Pulse.

Troubleshooting

Published report doesn't reflect recent edits

Published reports are static snapshots. Your edits stay in draft until you publish again. Open the assessment, click Publish, and the report URL updates with the latest content. Clients viewing the old URL may also see cached content briefly; force-refresh or open in a new browser window to confirm.

Overall score looks wrong

Overall scores are weighted by the assessment type. If one dimension seems to be pulling the total way up or down, check that dimension's score against its findings. A common mistake is scoring a dimension 5/5 while logging two Critical findings against it. Revisit the dimension score so it's consistent with what you recorded.

Client can't open the password-protected report

Passwords are case-sensitive. Double-check you shared the exact string and that the client isn't pasting a leading or trailing space. If the password was generated by a password manager, copy-paste directly rather than retyping.