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Creating & Managing Contacts

Adding Custom Profile Properties

What is a Profile Property? A profile property is a defining contact attribute, such as first name, last name, address, phone number, etc. Profile Properties can be used as a source for: merging text into your survey or invitation setting conditions

April 22, 2020|

Allow Contacts to See/Share with Other Contacts

Overview of Contact Permissions Performing certain actions in Checkbox requires that you have access to other Contacts (users) in Checkbox. For instance, if you want to share your survey with another Survey Admin so they can collaborate with you, you

January 7, 2020|

How to Deactivate a Contact

When to Deactivate a Contact There are several common reasons that you may want/need to deactivate Contacts in your Checkbox account: A Contact with an admin role has left your organization and/or you no longer want them to be able to log into Checkb

September 10, 2019|

Importing Contacts

What is a Contact? A contact is a user in Checkbox that can take surveys. All Contacts that you add to Checkbox have a default role of Respondent, meaning they will be able to take Public surveys, surveys that you email to them, and surveys that you

February 8, 2019|

Adding a Single Contact/User

What is a Contact? A contact is a user in Checkbox that can take surveys. You can use Contacts to add and manage lists of individuals or groups of individuals to send your surveys to. All Contacts that you add to Checkbox have a default role of Respo

February 8, 2019|