email and social survey distribution

Flexible Survey Distribution

Get your survey into the right respondents’  hands by using the distribution methods and survey permissions settings that work best for each survey and situation.

Checkbox makes it easy to distribute your survey in a variety of ways – via email invitation (included scheduling and reminders), SMS/text messagepublic link, embedded in a website or pop-up, QR code and social media integration. Based on how you choose to send your survey, you can even set permissions to ensure that only your intended recipients can access it.

Email Campaigns & Reminders

With our built-in email feature, you can send or schedule thousands of survey email invitations at once. Campaigns can be customized using your own name and email address as the sender, as well as your own custom message and branding.

Once emails are sent, you can set up and schedule multiple reminders to boost your response rates. Reminders are only sent to respondents who haven’t completed the survey – there’s no need for you to manually filter anyone out.

Our email campaign manager also includes the ability to send test emails, support for secure links, automatic respondent login and tracking, built-in bounce tracking, opt-out processing and tracking, and a scheduling API.

And, of course, if you’d prefer to use your own personal or company email to send your surveys, you’re welcome to do that, too.

SMS/Text Campaigns & Reminders

**SMS survey sending is currently offered to hosted customers and will soon be offered to on-premises customers.**

SMS/Text survey sharing gives you even more flexibility to invite respondents to your survey. You can choose your own sending phone number, customize your message, and even personalize your text message by merging information such as a respondent’s first name or company name.

Once your initial SMS messages are sent, you have the option to schedule one or more reminders to improve your response rates. Reminders are only sent to respondents who haven’t completed the survey – there’s no need for you to manually filter anyone out.

SMS/Text survey sharing is an add-on option for Advanced and Enterprise accounts and is included with on-premises licenses. Hosted accounts who choose to send SMS messages using Checkbox phone numbers are subject to sending limits. You may also use your own custom phone number via Twilio in order to be directly billed by Twilio for any text messages sent. Please see our SMS Guide for more details.

Contact Management & Emails Lists

Sending email invitations is as easy as copying and pasting your list of email addresses directly into the email invitation editor.

But, if you really want to take advantage of Checkbox’s full set of features, you can import your survey respondents with custom profile information such as their Name, Company, Department, Location, etc. That Contact profile information can then be used to personalize your survey. You can merge a respondent’s name into an invitation or survey to create a personal greeting or merge address information into a question field and allow the respondent to confirm or update it. You can even use profile information to build survey logic.

Contacts can be made private so that only you have access to your lists/groups, or you can share them with other admins in your account.

Custom Links & Embedded Surveys

Sometimes you just want the simplicity of copying and pasting a survey link – Checkbox makes that easy, too. Create a custom survey link that you can copy onto your website, into a written mailing, into your own email, or onto your social media platform.

Public surveys can also be embedded into a web page or pop-up using a snippet of code that we provide you, allowing your users to respond to surveys from right within your own website.

QR Code

QR Codes are images, similar to bar codes, that survey respondents can scan with an app on their mobile device in order to access a survey link. QR codes are a handy way of distributing a public survey link at events, on customer receipts, or on postcards/physical mailings. Checkbox provides a unique QR code for each survey that can be easily downloaded as an image file and added anywhere you choose.

Social Media Integration

Use Checkbox’s social distribution features to quickly share your survey through your linked Twitter, Facebook, LinkedIn or Google+ accounts. Or, get creative with the combination of Checkbox and social media. Post social-only polls, contest-entry forms, or rapid-response market research.