Checkbox

Business Background

Checkbox question types give a business the advantage of retrieving customer responses quickly with a few clicks.

Titan Solution

• Titan Survey offers the option to add checkbox questions to your survey.
• The checkbox question allows respondents to select one or many options from a list provided by single or multiple checkboxes.
• Users can generate checkbox questions with data pulled directly from Salesforce, and customer responses sync back to Salesforce, ensuring complete survey automation.

How to Video

Use Titan Survey to easily create web or email surveys for Salesforce. In this video, we will show you how to use the checkbox question type in Titan Web Survey.

• 0:12 Add Checkbox Question Type: Learn how to use the question type checkbox.
• 0:20 Set Content: We show you how to select single or multiple selection checkboxes. You can also sync data from Salesforce.
• 1:05 Publish Survey: Learn how to publish the survey and add an object like a contact.
• 1:12 Add Conditions: We show you how to add conditions such as your Last Name.
• 1:20 Distribution Method: You can choose your distribution methods, such as Mail, SMS, or WhatsApp.
• 1:24 Choose Content: Choose an Email Template or Custom Email.
• 1:37 Send Survey: We show you how to send the survey.
• 2:12 View Survey Email: Learn how to view the survey link in your email and see how it works.
• 2:29 Salesforce: View your questions and responses in Salesforce.

How to Guide

1. Create a new Web Survey.
2. Add a question slide and click on the Next button.

3. Select the Boolean category and click the Checkbox option.
4. Click on the Insert button.

5. Type your question in the text field.
6. Type the description if necessary.

7. Select the Single Value radio button to have one value to check.

8. To use Static Values, click on the Edit Mapping option. Type your option in the label or value field on the Configure Items screen.
   • Click on the Add a choice button to add more choices.
   • Click on the Clear Default button to delete or remove a choice.
   • Click on the Apply button.

9. To use Dynamic Values, click on the Sync from Salesforce option. Select an option from the Select an Object drop-down list.
   • Select an option from the Select a field drop-down list.
   • Click on the Apply button.
   • Click on the Choose Image button on the Configure Items screen. The Add an Image screen opens.
   • Click on the Apply button.