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How to add checkbox controls or checkbox marks into email messages in Outlook?

Let’s say you are going to make a survey with email messages in Microsoft Outlook. When designing a questionnaire, you may need to add checkboxes. It’s quite complicated for normal users to display Developer tab and apply the Control Toolbox. In this article, we will introduce a couple of ways to add checkboxes in email messages at ease in Outlook.

Add checkbox marks for printing in an email message (6 steps)

Add clickable checkbox controls in an email message (7 steps)

Add clickable checkbox controls or checkbox marks into an email messages (3 steps)

Quickly insert clickable checkbox controls or checkbox marks into email messages in Outlook

Normally we can insert checkbox symbols by clicking Insert > Symbols, while it seems impossible to insert clickable checkbox controls in an email message. But, with Kutools for Outlook's fantastic Auto Text feature, you can easily insert checkbox controls or checkbox symbols with just a double-click. Click for 60-day free trial without limitation!
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arrow blue right bubbleAdd checkbox marks for printing in an email message

The Checkboxes added with Kutools for Outlook are made by controls. However, controls may not be loaded when recipients view messages. Sometimes, you may just want to add checkboxes as samples, or for printing. Here we will introduce how to add checkboxes for printing in email messages.

1. Create a new email message with clicking Home > New Email.

2. click to highlight the options text that you will add checkboxes before.

3. Click Format Text (or Message) > bullet button > Define New Bullet. See screen shot:
doc insert checkbox 3

4. In the Define New Bullet dialog box, please click the Symbol button.

5. In the Symbol dialog box, please click the doc-insert-checkbox-6 in the Font: box, and click to select the Wingdings from the drop down list, and then click to select one of checkbox symbols from the table.
doc insert checkbox 5

6. Click all OK buttons in each dialog box. Then you will see the selected checkbox symbol is inserted before each option text. See screen shot:
doc insert checkbox 7

Note: The checkboxes added by this way are symbols, and you can view them without activating controls. However, they can’t be checked off.


arrow blue right bubble Add clickable checkbox controls in an email message

For inserting clickable checkboxes controls in an email message in Outlook, we can generate the checkbox controls in Microsoft Word, and then copy them to the email message. Please do as follows:

1. Create a new Word document, and then insert a table with clicking Insert > Table. Please specify 2 columns for the new table. See screenshot:

2. Activate the Developer tab in Ribbon as follows:
(1) Click File > Options;
(2) In the Word Options dialog box, please click the Customize Ribbon in the left bar, and then check the Developer in the Customize the Ribbon box, and click the OK button. See screenshot:

3. Place the cursor in the cell you will insert a checkbox control, and click Developer > Check Box Content Control. See screenshot:

4. Go ahead to repeat above step to insert multiple checkbox controls into many cells, and then type your checkbox text besides each cell of checkbox control.

5. Select the entire table, and click Layout > AutoFit > AutoFit Contents. See screenshot:

6. Keep selecting the entire table, copy it with pressing the Ctrl + C keys; and then go the email message you will insert checkbox controls, and paste the table with pressing the Ctrl + V keys.
And now the table with checkbox controls are pasted into the email message. And each checkbox control is clickable. See screenshot:

7. Compose your email message and send it.


arrow blue right bubbleAdd clickable checkbox controls or checkbox marks into an email messages

Kutools for Outlook’s AutoText utility can help you quickly insert checkboxes into email messages in Microsoft Outlook with several clicks.

Kutools for Outlook - With more than 20 handy Outlook add-ins, free to try with no limitation in 60 days

1. Create a new email message with clicking Home > New Email.

2. Place the cursor where you will add checkboxes, and then double click the CheckBox 1 in the CheckBox category of Auto Text Pane to insert it. See screenshot:
doc insert checkbox 1
Notes:
(1) After installing Kutools for Outlook, the Auto Text pane is added in the right of Message Window by default. If the Auto Text Pane disappears, please click the Kutools > Pane to activate it.
(2) If the category of CheckBox does not appear in the AutoText Pane, please click the Import button > Import Default Auto Text in the AutoText Pane. See screen shot:

3. Replace the text of CheckBox 1 behind the inserted checkbox with your own options text. See screen shot:
doc insert checkbox 9

Note: Click a checkbox added by this way, and you will check off it. See the second screen shot above.

Click to download Kutools for Outlook, 60-day free tiral no limitation!

Demo: add checkbox controls or checkbox marks into email messages in Outlook

Tip: In this Video, Kutools tab is added by Kutools for Outlook. If you need it, please click here to have a 60-day free trial without limitation!

 

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  • To post as a guest, your comment is unpublished.
    Jonathan Armstrong · 2 months ago
    I found I was unable to activate the developer toolbox, but I achieved essentially the same thing by opening a new MS Word document, going to Developer tab -> Controls, selecting the checkbox control and adding it to the page. I then copied this checkbox and pasted it into my email everywhere I wanted the recipients to nominate a response. They were able to check whichever check boxes they wanted by a single mouse click on each one.
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    Winnie Akinyi · 4 months ago
    I have used the Developer content feature. Thank you very much. This has really assisted.
  • To post as a guest, your comment is unpublished.
    Vanessa · 1 years ago
    I have downloaded Kutools to use in Outlook 2013. The check boxes work in my unsent email but the checkboxes do not work for the recipient. Even when I emailed myself the checkboxes did not work.
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    TJD · 2 years ago
    Instructions per number 3 do not work for any receiving email.
  • To post as a guest, your comment is unpublished.
    Stephen Talbot · 4 years ago
    Hi

    I have used Kutools to add a Checkbox in Outlook 2013
    The process works when I create and send and then open the email on the same PC but it will not allow the boxes to be checked on my IPAD or on my Mac using Outlook 2013