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.

Getting Started - Checkbox 6

  1. Browser and Hardware Requirements

  2. Quick Start - Full Guide

  3. Quick Start - Create a Simple Survey

  4. Quick Start - Add/Change a Style

  5. Quick Start - Launching/Sharing Your Survey

  6. 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

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

Advanced Survey Features - Checkbox 6

  1. Hidden Items Guide

  2. How to Embed a Video in your Online Survey

  3. How to Create a Scored Survey

  4. Multi-Language Survey Guide

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

Survey Style & Branding - Checkbox 6

  1. Style & Branding Guide

Security & Permissions - Checkbox 6

  1. Survey & Folder Permissions Guide

  2. Report Permissions Guide

  3. User Permissions Guide

  4. Guide to Resume + Save and Exit Options

Checkbox Users - Checkbox 6

  1. User Roles Guide

  2. User Roles Cheat Sheet

  3. User Permissions Guide

  4. How to Give Users Access to Other Users

  5. User Import Guide

  6. How to Create Custom Profile Properties

  7. How to Use the Profile Property Updater

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

Responses, Reporting & Exporting - Checkbox 6

  1. Report Wizard Guide

  2. Custom Report Guide

  3. Response Export Guide

  4. How to Give Users Access to Edit or Delete Responses

  5. Report Filters Guide

  6. Report Permissions Guide

  7. Report Items Guide

  8. Reporting on "Other" Responses

  9. How to Create a Cross Tab Report Item

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

  11. How to Group Open-Ended Responses in a Report

Checkbox Survey Tips & Tricks

  1. 12 Tips for Creating your First Online Survey

  2. Mobile Survey Best Practices

  3. Guide to Editing Live Surveys

  4. 8 Tips for Maximizing Online Survey Responses

  5. Sending Thank You Emails to Respondents

Checkbox Versions 4 & 5 Documentation

[ + Show - Hide ]

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