Checkbox Survey Software Checkbox Survey Software
  • Features
    • Survey Creation
      Survey question types, logic, merging, and action options.
    • Survey Look & Feel
      Survey customization, branding, and mobile responsiveness.
    • Survey Distribution
      Email invitations, reminders, embed options, and custom links.
    • Security & Permissions
      Survey permissions, sharing options, SSO, and data security.
    • Results & Reporting
      Data export formats, charts & graphs, report filtering and API.
    • Automation & Integration
      Automatic emails & URL redirects, API, and JavaScript.
    • On-Premises Features
      Overview of on-premises version features and architecture.
    • Full Feature List
      Compare all features and limits for hosted and on-premises plans.
  • Pricing
    • Hosted Plans
      Individual, team and enterprise cloud-hosted plans.
    • On-Premises Software
      Perpetual software licenses, installed on your own servers.
    • White Label & OEM
      Learn about integrating Checkbox into your software for resale.
    • Discounts Programs
      Discounts for academic, government and non-profits.
  • About
    • Clients
      View a sampling of our global customers by industry.
    • Blog
      Company news, announcements, and industry articles.
    • Case Studies
      Learn how some of our clients use Checkbox to streamline operations.
  • Contact Us
  • Support
    • Version 7 Help Guides
      Searchable knowledge base for Checkbox Version 7.
    • Version 6 Help Guides
      Searchable knowledge base for Checkbox Version 6.
    • API Docs
      Documentation for working with the Checkbox Version 7 API.
    • Technical Requirements
      Technical requirements for installing Checkbox on-premises.
    • Support Info & Policies
      Customer support hours, holidays, access information, and terms.
    • Support Login
      Login form for Checkbox on-premises support users.
  • 
  • 
    • Sales/General
      +1 (617) 231-8890
    • Support
      +1 (617) 231-8899
  • Sign In
    • US-hosted
      Sign in page for accounts hosted in the US.
    • Canada-hosted
      Sign in page for accounts hosted in Canada.
    • EU-hosted
      Sign in page for accounts hosted in the EU.
    • UK-hosted
      Sign in page for accounts hosted in the UK.
    • Australia-hosted
      Sign in page for accounts hosted in Australia.
    • Support Login
      Login for on-premises support customers.
  • Try it Free
    • Hosted Trial
      Create a 14-day cloud-hosted trial account. US, Canada, EU, UK, & Australia hosting options.
    • On-Premises Trial
      Download a 30-day on-premises trial to install on your own servers (not for PC/laptop installation).
    • Learn More
      Not sure which option to choose? Learn more about our versions.
Homepage / Doc / Survey Creation & Settings

Survey Creation & Settings

Welcome to Checkbox!

We hope you’re finding our survey tool simple and intuitive to use. However, we recognize that it’s a pretty robust tool with a lot of options, so there can be a bit of a learning curve. That’s why we’ve tried to put together a comprehensive set of user guides to help you along.

We don’t believe in giant User Manuals (BORING!) – our guides are topic-specific, allowing you to choose the guide that suits your particular need and question to minimize digging around. Click the labels to your right to expand each section and see the guides available for that section.

Need more help? Contact our support team anytime or shoot us an email if you have feedback on additional guides you’d like to see. We also offer personal training – contact sales for more details.

Happy surveying!

This section is currently under construction. Any documents that appear blank will be populated as soon as possible. If you have any questions or need assistance with something that is not currently documented please feel free to submit a support ticket and we will be glad to assist you.
April 9, 2018

Version 6 Help Guides

  • Getting Started
    • Quick Start: Full Guide
    • Quick Start: Create a Simple Survey
    • Quick Start: Apply a Style to your Survey
    • Quick Start: Basic Conditions
    • Quick Start: Distribute Your Survey
    • Quick Start: View Responses & Reports
    • Checkbox Browser and Hardware Requirements
    • Checkbox Online Survey Glossary
    • Checkbox 30-min Demo
  • Survey Creation & Settings
    • Guide to Checkbox Question Types
    • How to Set Response Limits
    • How to Validate Response Text
    • How to Create & Use Question Libraries
    • How to Create & Edit a Slider Question
    • How to Create and Edit a Rank Order Question
    • Using Question and Answer Aliases
  • Survey Style & Branding
    • How to Brand Your Survey with Style Templates
    • How to Create Custom Mobile Templates (Server Only)
  • Logic, Merging, Action Items
    • How to Add Conditions & Branching/Skip Logic
    • How to Merge/Pipe Text into Surveys & Invitations
    • How to Trigger an Automatic Email
  • Security & Permissions
    • How to Set Permissions on Your Surveys & Folders
    • Report Permissions Guide
    • Overview of Checkbox Permissions
    • How to Use Resume + Save and Exit
  • Advanced Survey Features
    • How to Create Hidden Items (Query String Variables)
    • How to Embed a Video in Your Survey
    • How to Create a Scored Survey
    • How to Create Multi-language Surveys
  • Creating & Managing Users
    • Managing User Roles
    • User Roles Cheat Sheet
    • How to allow Admin Users to See/Manage Other Users
    • How to Import Users into Checkbox
    • How to Create Custom User Profiles
    • How to Update User Profiles with Survey Responses
  • Survey Sending & Sharing
    • How to Share your Survey via Email
    • How to Add Recipients to an Existing Invitation
    • How to Schedule Invitation Reminders
    • Your Email Footer and CAN-SPAM
    • How to Embed a Survey in your Website
  • Responses, Reporting & Exporting
    • How to Export Your Survey Responses
    • How to Create a Quick Summary Report
    • How to Use the Report Wizard
    • How to Create a Custom Report
    • Guide to Checkbox Chart & Graph Types
    • How to Filter your Reports
    • How to Create a Cross-Tab Report
    • How to Display “Other” Responses in Reports
    • How to Create Multi-Question Charts
    • How to Group Open-Ended Questions in a Report
    • How to Give a User Access to Edit/Delete Responses
    • Help with Special or Multi-Language Characters in Excel
  • FAQs and Other Guides
    • Checkbox Survey & GDPR Compliance
    • Checkbox Survey Security
    • Survey Accessibility & 508 Compliance
    • Guide to Editing Live Online Surveys
    • 12 Tips for Creating your First Online Survey
    • 8 Tips for Maximizing Online Survey Responses
    • Sending Automatic Thank You Emails

 

Checkbox develops affordable, feature-rich survey software for organizations, teams, and individuals. Available as a cloud-hosted subscription or installable software. API, source code and integration options available.

Checkbox Survey Inc.
65 Chapel Street, Newton, MA 02458  USA
General: 1-617-231-8890
Sales: 1-617-231-8891
Support: 1-617-231-8899
info@checkbox.com

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