Overview

The way you introduce the Begini assessment to your customers has a direct impact on completion rates, data quality, and overall user experience. Applicants who understand what to expect before they start are more likely to complete the assessment genuinely and in one sitting — which produces more reliable results.

This guide explains what to communicate to applicants, how to frame the assessment correctly, and provides ready-to-use message templates across each channel.

What applicants need to know before they start

Three things matter most:

1. What it is — a short interactive activity, not a traditional form or quiz. It involves a series of games or tasks on their phone. It typically takes 3–5 minutes.
2. There are no right or wrong answers — this is the single most important thing to communicate. The assessment measures how people naturally think and make decisions, not whether they answer questions correctly. Coaching or second-guessing responses does not improve outcomes and may reduce the reliability of the result. Applicants should be encouraged to respond naturally and not overthink.
3. What happens next — where they will be redirected after completion, and roughly when they can expect a decision or next step.

What not to say

Avoid language that implies the assessment is a test they can pass or fail. Phrases like "make sure you do well" or "try your best" create the wrong expectation and may encourage coached or unnatural responses, which reduces data quality.

Also avoid being vague. Applicants who do not understand what they are about to do are more likely to drop off mid-session.

Tone guidance

Keep messaging friendly, clear, and brief. Applicants are typically completing this as part of a loan or credit application — they may be cautious or uncertain. Reassure them that the process is straightforward, that their data is handled securely, and that completing it honestly gives them the best chance of a good outcome.

Message templates

The templates below use [Lender Name] and [Link] as placeholders. Replace these with your own brand name and the assessment link generated from Beacon.

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SMS / WhatsApp

Template 1 — Standard invitation

Hi [First Name], to continue your application with [Lender Name] please complete this short activity: [Link]

It takes around 3–5 minutes and involves a few simple interactive games. There are no right or wrong answers — just respond naturally. Your link is personal to you, so please do not share it.

It takes around 3–5 minutes and involves a few simple interactive games. There are no right or wrong answers — just respond naturally. Your link is personal to you, so please do not share it.

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Template 2 — Reassurance emphasis

[First Name], the next step in your [Lender Name] application is a short interactive activity on your phone: [Link]

Hi [First Name], we noticed you have not yet completed the activity for your [Lender Name] application. Your link is still active: [Link]

It only takes 3–5 minutes. There are no trick questions or right answers — it simply looks at how you naturally think and make decisions. Complete it in one go when you have a few quiet minutes.

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Template 3 — Reminder (not yet completed)

Hi [First Name], we noticed you have not yet completed the activity for your [Lender Name] application. Your link is still active: [Link]

It takes around 3–5 minutes. Once done, we can move forward with your application.

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Email

Template 1 — Standard invitation

Subject: Next step for your [Lender Name] application

Hi [First Name],

Thank you for applying with [Lender Name]. To move your application forward, we need you to complete a short interactive activity.

Thank you for applying with [Lender Name]. To move your application forward, we need you to complete a short interactive activity.

Takes around 3–5 minutes

What to expect:

- Takes around 3–5 minutes

- Completed on your mobile phone

- Involves a series of simple interactive games

- There are no right or wrong answers — the activity is designed to understand how you naturally think and make decisions

If you have any questions, please contact us at [support contact].

Please use your personal link below to get started: [Link]

Template 2 — Emphasising security and privacy

For the best experience, find a quiet moment and complete it in one sitting without interruptions. Your link is personal to you — please do not share it.

Hi [First Name],

If you have any questions, please contact us at [support contact].

We use a short interactive activity to better understand how you think and make decisions. It takes around 3–5 minutes and works best on a mobile device.

[Lender Name] Team

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Template 2 — Security and privacy emphasis

Subject: Complete your application — short activity required

Hi [First Name],

Thank you,

You are one step away from completing your application with [Lender Name].

Template 3 — Reminder email

We use a short interactive activity to better understand how you think and make decisions. It takes around 3–5 minutes and works best on a mobile device.

Hi [First Name],

A few things to know:

- There are no right or wrong answers — respond as naturally as you can

- Your responses are processed securely and confidentially

- We only use an anonymous reference number to identify your result — no personal details are stored within the activity itself

Start your activity here: [Link]

Thank you,

[Lender Name] Team

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Template 3 — Reminder

Subject: Your application is waiting — activity not yet completed

Hi [First Name],

We noticed you have not yet completed the activity for your [Lender Name] application. Your personal link is still active and ready when you are: [Link]

It only takes around 3–5 minutes. Once complete, we can continue reviewing your application.

If you have any difficulties accessing the link or need support, please contact us at [support contact].

[Lender Name] Team

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In-app / on-screen copy

Template 1 — Pre-assessment screen

Before you start

You are about to complete a short interactive activity as part of your application. It takes around 3–5 minutes and works best on your mobile phone.

You are about to complete a short interactive activity as part of your application. It takes around 3–5 minutes and works best on your mobile phone.

For best results:

The activity involves a series of simple games. There are no right or wrong answers — it is designed to understand how you naturally think and approach decisions. Just respond honestly and do not overthink it.

Complete the activity in one sitting without interruptions

For best results:

- Find a quiet place with a stable internet connection

- Complete the activity in one sitting without interruptions

- Do not share your link with anyone else

As part of your application, we need you to complete a 3–5 minute interactive activity on your phone. There are no right or wrong answers — just respond naturally.

[Start activity →]

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Template 2 — Brief version (modal or banner)

Next step: complete a short activity

We will now process your results and continue with your application. You will hear from us [within X hours / by the next working day].

As part of your application, we need you to complete a 3–5 minute interactive activity on your phone. There are no right or wrong answers — just respond naturally.

Customisation notes

[Continue →]

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Template 3 — Post-completion confirmation screen

Activity complete

Thank you — your activity has been submitted successfully.

We will now process your results and continue with your application. You will hear from us [within X hours / by the next working day].

[Return to application →]

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Customisation notes

All templates above can and should be adapted to match your brand voice. The key elements to preserve in any version are:

• The time expectation (3–5 minutes)
• The "no right or wrong answers" framing
• The instruction to complete in one sitting
• The personal link warning (do not share)

If your brand tone is more formal or more conversational, adjust the surrounding language accordingly — but keep these core messages intact. They directly influence completion rates and data quality.

Next steps

• Quick Start Guide — generate your first assessment links
• Managing Deployments — configure redirect URLs for completion, cancellation and expiry
• Assessment Overview — understand what users experience during the assessment