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Homepage / Article

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
  • triggering events
  • filtering reports
  • organizing Groups

How to Create a Custom Profile Property

1. Navi

Carolyn Craven 2020-04-22T14:32:00+00:00 April 22, 2020|Creating & Managing Contacts|
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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 first need to have access to that Survey Admin so you can add him to the survey’s Access List. Likewise, if you’d like to send a survey invitation to a certain Group, you need to have access to view that Group in order to

Carolyn Craven 2020-11-05T18:46:39+00:00 January 7, 2020|Creating & Managing Contacts|
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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 Checkbox
  • A Contact with an admin role no longer needs access to Checkbox and you want to transfer their user license to someone else.
  • You no longer want a Respondent to be able to log in to ta
Carolyn Craven 2020-11-05T18:40:13+00:00 September 10, 2019|Creating & Managing Contacts|
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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 give them access to.

Most of the time you will probably use the Contacts area of Checkbox to import and manage lists of individuals/groups of individuals to send your surveys to. However, you can also cr

Carolyn Craven 2020-11-05T18:36:27+00:00 February 8, 2019|Creating & Managing Contacts|
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Adding a Single Contact/User

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 give them access to.

Most of the time you will probably use the Contacts area of Checkbox to add and manage lists of individuals or groups of individuals to send your surveys to.

However, you can also

Checkbox 2020-11-05T18:15:30+00:00 February 8, 2019|Creating & Managing Contacts|
Read More

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Recent Posts

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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.

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