Checkbox 5 Survey Creation Guide

Enter the Survey Manager by selecting the SURVEYS at the top of the page.

To create a new survey, select the Create Survey button in the Survey Manager menu.

Configure your initial survey settings within the dialog box that appears.

1. Create a name for the survey
2. This is an option feature, as Checkbox will automatically generate an activation URL for all surveys. However, if you wish to create a customized URL you may do so here. The Alternate URL field will auto-fill as you enter a survey name but this text can be modified.
3. Enabling scoring will allow you to assign numeric values to answer choices and insert scoring-specific items, such as Scoring Messages. This function is commonly used for tests and quizzes.
4. Enable this function if you wish to allow this survey to be edited while it is live and collecting responses. Disabling this function means that this survey can not be edited once activated.
5. Enable this option if you want this survey activated immediately. You will be able to activate/deactivate this survey at any time once the survey is created.
6. Choose to apply pre-existing style templates for various devices (PC, Tablet, Smartphone). This is an optional setting. Styles may be added at any time once the survey is created.
7. Choose to move the survey to a pre-existing survey folder. This is an option setting. You may move surveys to folders at any time once the survey is created.

In this example, we will name our survey 'Feedback Survey' and leave all other settings as their defaults.

Once your initial survey settings are configured, select SAVE to enter the Survey Editor.

The Survey Editor is where you can add pages, items, and logic to a survey.

Page 1 is pre-populated by default. To add an item to Page 1, hover over the page par and select Add Item.

Wizard: Select Item

A wizard will appear from which you will choose and position your survey item. Choose from four survey item categories:

1. Question Items
2. Display Items
3. Report Items
4. Action Items

In this example we will select Radio Buttons from the Question Items list. A preview of your selection will appear on the right-hand side of the window.

Select NEXT to move to continue in the wizard.

NOTE: For more information on Question Items view the Checkbox 5 Question Items Guide >>

Wizard: Location

On the Location step of the wizard you can determine where you would like the item located on the survey page. Because this is our first item, there is only ope location option. As more items are added to survey pages, the drop-down list will populate with additional location options.

Select FINISH to configure the survey item.

An item editor will appear. From this window you can configure:

• Question/description text
• Answer choices
• Item behavior
• Item appearance

NOTE: Each survey item has a unique item editor. After viewing this How-To Guide, add each item type to a survey to test out the different item options available for each one.

NOTE: Checkbox will automatically save your changes as you move from tab to tab. Select SAVE when you have completed your item configuration to return to the Survey Editor.

In this example we will enter the following text under the Question Text:

"Was this your first customer support interaction with our company?"

CHECKBOX TIP: Use the HTML editor to customize test, add tables, images, links, and more!

Next, we will select the Choices tab and enter the following answer options:

• Yes
• No
• Not Sure

Select the "+" icon to the left of the text field to save the answer choice and add a new line.

Select SAVE to save the survey item and return to the Survey Editor.

Our new Radio Button item has now been added to Page 1 of our survey. Select the item to preview the item and expand the item editor tabs. Use these tabs to make changes to your survey item.

You can add and experiment with a few more Survey Items by clicking ‘Add Item’ again and completing the previously outlined process.

At any point you may Preview (1) or Test (2) your survey. Previewing a survey will simply show you what each page looks like, while testing the survey will simulate how the survey will act during a response and will generate a test response.

The Survey Dashboard is located within the Survey Manager and contains all pertinent information related to a survey. To view the Survey Dashboard from the Survey Editor, select 'Return To Manager' on the left side of the editor.

Once in the Survey Manager, your survey should be pre-select on the left-hand side of the page, and the survey's dashboard should be open on the right-hand side of the page.

A Survey Dashboard consists of several tabs, including:

• Status: survey overview
• Configure: permissions and appearance settings
• Responses: view and export survey responses
• Reports: view and generate reports
• Invitations: generate and deploy survey invitations

To return to the Survey Editor, select the Edit Survey button at the top of the dashboard.

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