Checkbox.com

Checkbox Documentation

Below, you’ll find some helpful documentation to help you create, manage, and analyze your surveys.

Can’t find what you need? Check out our forums or contact support.

Quick Start Guides - Checkbox 6

  1. Quick Start - Full Guide

  2. Quick Start - Create a Simple Survey

  3. Quick Start - Add/Change a Style

  4. Quick Start - Sharing Your Survey

  5. Quick Start - View/Analyze Responses

Survey Creation & Settings - Checkbox 6

  1. Question Items Guide

  2. Slider Item Guide

  3. Rank Order Item Guide

  4. Response Limits Guide

  5. Response Validation

  6. Libraries Guide

Users & Permissions - Checkbox 6

  1. User Roles Guide

  2. User Import Guide

  3. How to Create Custom Profile Properties

  4. User Permissions Guide

  5. Survey & Folder Permissions Guide

  6. Report Permissions Guide

  7. Guide to Resume + Save and Exit Options

Responses, Reporting & Exporting - Checkbox 6

  1. Report Wizard Guide

  2. Custom Report Guide

  3. Response Export Guide

  4. Report Filters Guide

  5. Report Permissions Guide

  6. Report Items Guide

  7. Reporting on "Other" Responses

  8. How to Create a Cross Tab Report Item

  9. How to Create Multi-Source (Multi-Question) Reports

Style & Branding - Checkbox 6

  1. Style & Branding Guide

Logic, Merging, and Action Items - Checkbox 6

  1. Conditions & Branching Guide

  2. Text Merge Guide

  3. How to Create an Email Alert or Email Response

Survey Sending & Sharing - Checkbox 6

  1. Email Invitation Guide

  2. How to Add Recipients to an Existing Invitation

  3. How to Schedule an Invitation Reminder

  4. How to Embed Surveys in Your Website

Advanced Features - Checkbox 6

  1. Multi-Language Survey Guide

  2. Hidden Items Guide

  3. How to Embed a Video in your Online Survey

  4. View UTF8 Exports in Excel (for multi-language surveys)

Checkbox Survey Tips & Tricks

  1. 12 Tips for Creating your First Online Survey

  2. Mobile Survey Best Practices

  3. 8 Tips for Maximizing Online Survey Responses

  4. Sending Thank You Emails to Respondents

Checkbox Versions 4 & 5 Documentation

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Checkbox 5 Survey Creation & Items

  1. Checkbox 5 Quick-Start Guide

  2. Checkbox 5 Basic Navigation

  3. Checkbox 5 Survey Creation Guide

  4. Checkbox 5 Question Items Guide

Checkbox 5 Users & Permissions

  1. Checkbox 5 User Creation Guide

  2. Checkbox 5 User Management Guide

  3. Checkbox 5 User Roles Guide

  4. Checkbox 5 User Import Guide

  5. Checkbox 5 Permissions Guide

  6. How to Give a User Access to a Survey

  7. How to Create a Group & Add a User (User Administrator)

  8. How to Give a User Access to Other Users

  9. How to Give a User Access to a Report

Checkbox 5 Responses, Reporting & Exporting

  1. Checkbox 5 Report Wizard Guide

  2. How to Create a Blank/Custom Report

  3. Checkbox 5 Report Filters Guide

Checkbox 5 Style & Branding

  1. Checkbox 5 Style Guide

Checkbox 5 Conditions, Branching & Merging

  1. Checkbox 5 Conditions and Branching Guide

  2. Checkbox 5 Text Merge Guide

Checkbox 5 Email Alerts, Invitations & Sharing

  1. Checkbox 5 Email Invitation Guide

Checkbox 5 Matrix Items

  1. How to Rank Items in a Matrix

Checkbox 5 Best Practices

  1. Mobile-Ready Survey Best Practices

  2. 8 Tips for Maximizing Survey Responses

  3. Best Practice Guide: Editing Live Surveys

Checkbox 4.7 Documentation

  1. Checkbox 4.7 Product Manual

  2. Checkbox 4.7 QuickStart Guide

  3. Checkbox 4.7 Branching and Conditions Guide

  4. Checkbox 4.7 Permissions Guide