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Training Videos

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

Checkbox 5 Training Videos

Survey Creation & Items

Introduction to Checkbox 5 – Pre-Recorded Webinar Download

Checkbox 5 Quick Start Video

How to Create a Survey

How to Copy & Rename a Survey

Create & Configure Multi Line Text items

How to Set Up Completion Events

How to Create a Scored Survey

How to Create a Min/Max Item

Users & Permissions

How to Create a User

How to Add a User to a Group

How to Import Users

How to Set Response Limits

How to Set Survey Folder Permissions

How to Add Users to the Everyone Group

Required Items & Answer Validation

Responses, Reporting & Exporting

How to Create a Report

How to Delete Survey Responses

Style Templates & Survey Style

Checkbox 5 Survey Style & Appearance – Pre-Recorded Webinar Download

How to Enable and Configure a Progress Bar

Merging/Conditions/Branching

Checkbox 5 Conditions, Branching & Merging – Pre-Recorded Webinar Download

How to Merge Text

Email Alerts & Email Invitations

Email Response Item

How to Set Email Alerts

How to View Invitation Recipients

Question Libraries

How to Add Items to a Library

Matrix Items

Create Matrix Items with Single Line Text Items

How to Create a Matrix Sum Total Item

How to Move Matrix Columns

Advanced & Technical Features

Hidden Items and Merging

Embed a YouTube video

How to Apply Multi-Language Options

Universal Search

Automatic Login

Checkbox 4.7 Videos[ + Show ]

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Checkbox 4.7 – Survey Creation

Introduction to Checkbox – Pre-Recorded Webinar Download

How to Create a Scored Survey

Copying a Survey

How to Create a Min/Max Item

Save & Exit Functionality

Enable File Upload

Checkbox 4.7 – Style Templates & Survey Style

Style Template Creation

Survey Style Creation

Creating and Using Page Layouts

Updating Your Survey Style and Modifying Button Styles

Using Page Layouts & Enabling Multiple Columns

Enabling the Progress Bar & Setting Progress Bar Attributes

Checkbox 4.7 – Matrix Items

How to Create a Simple Matrix Item

How to Create a Matrix Style

Matrix Example – Min and Max Responses

Matrix Sum Total

Updating Matrix Styles

Checkbox 4.7 – Question Libraries

Introduction to Question Libraries

Library Item Examples

How to Use Quick Entry & Library Items

Checkbox 4.7 – Piping/Conditions/Branching

Piping Response and User Data into Surveys

Branching & Skip Logic

Conditions & Piping Webinar

Checkbox 4.7 – Email Alerts & Email Invitations

Email Lists & Invitations

Creating a Stock Survey with Email Alerts

Email Response Example

Email Response Style

How to Create a Customized Invitation

Creating Survey Invitations Using Custom Survey URLs

Checkbox 4.7 – Users & Permissions

Introduction to Checkbox User Management

How to Allow Access to Your Survey Responses

Allowing Respondents to Edit Previously Submitted Responses

User Roles – User Administrator vs. Group Administrator

User Management – User Admins & User Groups

Giving Access to Report Admins to Edit &or Delete Responses

Giving Access to Other Users to Edit or Delete Responses

Checkbox 4.7 – Reporting & Exporting

Report Filters

Grouping Answers within Reports

Building Matrix Report Items

Report Wizard Item & Enabling “Other” Options

Configure Default Permissions of a Report

Making Sense of SPSS Exports

Checkbox 4.7 – Advanced & Technical Features

Adding a Date Picker Item to Your Survey

Anonymizing Your Survey Responses

Adding Images & Setting Image Headers

How to Embed a YouTube Video

Copying Text from Another Application or Website

Redirecting Respondents to a Subsequent Survey with Auto-Login

Statistics Table for Rating Scale Questions

Hidden Items & Piping

Hidden Items & Conditions