February 14, 2019|Getting Started, Survey Sending & Sharing|

Share/distribute your Survey

Checkbox allows you to share your survey via any of the following methods – you can feel free to choose one or more:

  • via Checkbox email invitations (includes scheduling, tracking and reminders)
  • as a public link (that you can paste into your own email, onto your website, etc.)
  • embedded in a website or pop-up
  • via social media plugins
  • as a QR code (add to printed materials for easy scanning)

1. Activate your survey

  • Before you share/distribute your survey, make sure you activate it using the dropdown option to the right of your survey title.
  • If your survey is in Draft or Archive mode, you’ll see a warning when you go to the Share tab.

Activate Your Survey


2. Share via Checkbox Email Invitations

  • Checkbox Invitations allows you to schedule survey email invitations, track respondents, and schedule/send follow up reminders automatically.
  • Under Share, click the Create Invitation button and follow the prompts on the Message, Recipients, and Schedule tabs to set up and send your email invitation through Checkbox. See our Email Invitation Guide for more details.
  • **Note that when sending your survey by Checkbox email invitation, it’s generally recommended to set your survey Privacy Level to Invitation Only under Settings -> Respondent Settings.

Survey Email Invitation

 

3. Share via link

  • Under Share, copy either the Default URL or Custom URL (these are interchangeable).
  • Paste to share on your website, on social media sites, using your own email, etc.
  • **Note that in order for everyone to be able to access your survey link, you will want to set your survey Privacy to Public under Settings -> Respondent Settings.


4. Share by embedding on your website

  • Under Share, copy the Embed iframe code.
  • Paste the iframe code into the raw HTML of any page on your website or intranet site, or in a website pop-up
  • **Note that in order for everyone to be able to access your survey link, you will want to set your survey Privacy to Public under Settings -> Respondent Settings.


5. Share via Social Media

  • Under Share, choose the Social Media site you’d like to share your survey on.
  • **Note that in order for everyone to be able to access your survey link, you will want to set your survey Privacy to Public under Settings -> Respondent Settings.

Share your survey via social media


6. Share via QR Code

  • Under Share, click the download icon next to the QR code. Add the QR code image file to your printed materials (e.g. postcard, receipt, etc.) – survey respondents will be able to use any QR code reader to scan your QR code and access your survey.
  • **Note that in order for everyone to be able to access your survey link, you will want to set your survey Privacy to Public under Settings -> Respondent Settings.