Version 6 Help Guides

Getting Started

• Checkbox 30-min Demo
• 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 Online Survey Glossary

Survey Creation & Settings

• Quick Start: Create a Simple Survey
• Guide to Checkbox Question Types
• How to Create & Edit a Slider Question
• Create and Edit a Rank Order Question
• How to Set Response Limits
• How to Validate Response Text
• How to Create & Use Question Libraries
• Using Question and Answer Aliases

Survey Results

• 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
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Survey Sending & Sharing

• Quick Start: Distribute Your Survey
• How to Share your Survey via Email
• How to Schedule Invitation Reminders
• How to Add Recipients to an Existing Invitation
• Your Email Footer and CAN-SPAM
• How to Embed a Survey in your Website

Survey Appearance & Style

• Quick Start: Apply a Style to your Survey
• How to Brand Your Survey
• How to Create Custom Mobile Templates (Server Only)

Survey Logic, Merging & Actions

• Quick Start: Basic Conditions
• How to Add Conditions & Branching/Skip Logic
• How to Merge/Pipe Text into Surveys & Invitations
• How to Trigger an Automatic Email
• Sending Automatic Thank You Emails

Other Survey Features

• How to Create a Scored Survey
• How to Create Multi-language Surveys
• How to Embed a Video in Your Survey
• How to Create Hidden Items (Query String Variables)

Creating & Managing Users

• How to Import Users into Checkbox
• Understanding User Roles
• User Roles Cheat Sheet
• How to Create Custom User Profiles
• How to Update User Profiles with Survey Responses
• How to allow Admin Users to See/Manage Other Users

Survey & Report Permissions

• Overview of Checkbox Permissions
• How to Set Permissions on Your Surveys & Folders
• Report Permissions Guide
• How to Use Resume + Save and Exit
• How to Give a User Access to Edit/Delete Responses

Data Security & Compliance

• Checkbox Survey Security Overview
• Checkbox Survey & GDPR Compliance
• Survey Accessibility & 508 Compliance

Tips, Tricks, and FAQ's

• Checkbox Browser and Hardware Requirements
• Guide to Editing Live Online Surveys
• 12 Tips for Creating your First Online Survey
• 8 Tips for Maximizing Online Survey Responses