Please watch our video to show some examples of interviews using automatic sliding page transitions.

Setting up automatic page transitions

Enter the text {{Slide}} in the questionnaire to turn on the automatic sliding page transition.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the automatic sliding page transition is on. The respondent will not see the text {{Slide}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

You can also fix the page transition as a horizontal or vertical slide.

The post Automatic sliding page transition appeared first on SnapSurveys.

Sticky headers are particularly useful for keeping tab headers at the top of the page. As the respondent scrolls down the questions, they can always see which tab they are on. Sticky footers keep the navigation buttons at the bottom of the page so the respondent can always see them. You can use both sticky headers and footers in the questionnaire.

Watch our video to see some examples of interviews using sticky headers and footers.

Setting up sticky headers

Enter the text {{StickyHeader}} in the questionnaire to turn on the sticky header.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the effect is on. The respondent will not see the text {{StickyHeader}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Setting up sticky footers

Enter the text {{StickyFooter}} in the questionnaire to turn on the sticky footer.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the effect is on. The respondent will not see the text {{StickyFooter}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Setting up sticky headers and sticky footers

Enter the text {{StickyHeader}}{{StickyFooter}} in the questionnaire to turn on both sticky headers and sticky footers.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the effect is on. The respondent will not see the text {{StickyFooter}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Changing the background colour

The default background colour is white. This can be changed to highlight the header or footer by setting the background option.

For example:

{{StickyHeader background=lightblue}}
{{StickyFooter background=yellow}}

For example, the sticky header background is set to light blue in the designer.

The header background, which includes the inactive tabs, is light blue in the interview.

The post Keeping headers or footers in position appeared first on SnapSurveys.

The Jump to Top feature gives the respondent a way to quickly move to the top of the questionnaire. This is useful for questionnaires with a large number of questions on a page, especially when using tabbed questionnaires to jump back to the tabs at the top of the page.

Please watch our video to show some examples of interviews using Jump to Top.

Setting up Jump to Top

Enter the text {{JumpToTop}} in the questionnaire to turn on the Jump to Top feature.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the Jump to Top feature is on. The respondent will not see the text {{JumpToTop}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Customising tooltip text

The default text is “Jump to top”. You can change this using the tooltip option when adding the JumpToTop keyword.

For example:

{{JumpToTop tooltip=Scroll to top}}

Multi-lingual surveys

When working with a multi-lingual survey the keyword JumpToTop must be in the default language edition as this edition is loaded first. If you want the tooltip text to be shown in another language you can add the keyword in each language edition and translate. However, do not translate the keyword itself.

Jump to Top during an interview

Jump to Top is provided by a button, that when activated, takes the user to the top of the page. The respondent can left-click the button using the mouse. The Jump to Top button appears when a scroll bar is required for the questionnaire page, and the respondent has scrolled down the page.

When the respondent hovers the mouse over, the tooltip shows.

The post Jump to the top of the page appeared first on SnapSurveys.

The Quick Exit feature gives the respondent a way to quickly and safely exit the survey. This helps protect the privacy of respondents when they are completing questionnaires that ask for sensitive information. The UK government provides guidelines on how to provide the facility to exit a page quickly.

Please watch our video to show some examples of interviews using Quick Exit.

Setting up Quick Exit

Enter the text {{QuickExit}} in the questionnaire to turn on the Quick Exit feature.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the Quick Exit feature is on. The respondent will not see the text {{QuickExit}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Changing the icon

The Quick Exit button icon defaults to “X”. You can change this by adding an icon after the QuickExit keyword.

{{QuickExit icon=! }}

Changing the display name

The Quick Exit button name defaults to “Quick Exit (esc)”. You can change this by adding a name after the QuickExit keyword.

{{QuickExit name=Exit Now }}

Changing the exit website

The Quick Exit URL redirects to the website with the URL. This defaults to “https://www.google.com”. You can change this by adding a different URL after the QuickExit keyword.

{{QuickExit url=https://www.amazon.co.uk }}

Using the escape key

By default, the Escape (Esc) key redirects to the exit website. You can turn this feature off by setting the escape to false after the QuickExit keyword.

{{QuickExit escape=false }}

Showing the tooltip text

The Quick Exit tooltip text defaults to “”. You can change this by adding a tooltip text after the QuickExit keyword.

{{QuickExit tooltip=Exit this survey }}

Example of Quick Exit customisation

The button redirects to the Amazon website, has a different icon, and escape key does not redirect

{{QuickExit name=Exit Now, url=https://www.amazon.co.uk, escape=false, tooltip=Exit this survey, icon=! }}

The customised button has the new text and icon.

Multi-lingual surveys

When working with a multi-lingual survey the keyword QuickExit must be in the default language edition as this edition is loaded first. If you want the tooltip text in another language you can add the keyword in each language edition and translate. However, do not translate the keyword itself.

Quick Exit during an interview

Quick Exit is provided by a button, that when activated, instantly closes everything down, deletes the browser history for that questionnaire, and takes the respondent to another website. The respondent can left-click the button using the mouse or press the Esc key, if allowed.

The browser history for that questionnaire is deleted when the respondent hits the Save or Submit buttons in a questionnaire that has the Quick Exit button deployed.

The post Exit a survey quickly appeared first on SnapSurveys.

The code scale and ripple effect animate the code when the respondent selects the code in the question. The code scale effect makes the selected code temporarily larger. The code ripple effect provides a circular ripple effect around the selected code.

The code animations highlight which code is selected. This helps respondents see which code they selected, helping with accessibility.

Please watch our video to show some examples of interviews using the code scale and ripple effects.

Code effects are set up for the whole questionnaire or for a question. If it is set up at the questionnaire level, this overrides any effects set for a question.

Setting up code scale effects

For the whole questionnaire

Enter the text {{codeFxScale}} in a Title or Note question to turn on the code scale effect for all questions with codes in the questionnaire.

You can add it to any Title or Note in the questionnaire, but we recommend adding it to the first Title in the questionnaire, so you can easily see that the effect is on. The respondent will not see the text {{codeFxScale}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

For a single question

Enter the text {{codeFxScale}} in the question to turn on the code scale effect for that question only.

You can add it anywhere in the question, but we recommend adding it to the question text, so you can easily see that the effect is on. The respondent will not see the text {{codeFxScale}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Setting up code ripple effects

For the whole questionnaire

Enter the text {{codeFxRipple}} in a Title or Note question to turn on the code ripple effect for all questions with codes in the questionnaire.

You can add it to any Title or Note in the questionnaire, but we recommend adding it to the first Title in the questionnaire, so you can easily see that the effect is on. The respondent will not see the text {{codeFxRipple}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

For a single question

Enter the text {{codeFxRipple}} in the question to turn on the code ripple effect for that question only.

You can add it anywhere in the question, but we recommend adding it to the question text, so you can easily see that the effect is on. The respondent will not see the text {{codeFxRipple}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

The post Code Scale and Ripple Effects appeared first on SnapSurveys.

Page transitions

There are a number of page transitions available.

• Quick Exit to quickly exit the survey in an emergency and take the respondent to another website.
• Automatically move to the next page when all the questions on a page have been answered.
• Horizontal transitions to move the page horizontally to the next page.
• Vertical transitions to move the page vertically to the next page.
• Jump to the top of the page to move straight to the top of the survey when the questions require a scroll bar.

Page effects

Code box animations highlight the answer that the respondent chooses, helping improve useability and accessibility.

The post Page transitions and effects appeared first on SnapSurveys.

Adding images to a questionnaire make it more engaging, helping to increase the responses. You can add an image to any question text, such as a question answer.

Snap Surveys provides a range of images for surveys that you can download and use. These survey images include icons, rating scales and backgrounds.

Adding an image

1. Place the cursor where you want to insert the image.
2. Click the Insert an Image button on the Format toolbar. This opens the Image Browser dialog.

3. Click the Choose an image button to select an image.

4. The Select an image to insert dialog shows the available images. If this does not show your image, click the Choose file button to find and select the image.
5. Select the image you want to insert and click OK. This takes you back to the Image Browser.
6. Depending on the image selected, you can change the color using the Pick Color option.
7. Depending on the web browser, you can resize the image using the Resize % option.
8. Each image can be provided with a description in the Alt/Title text, which becomes the tool tip. The respondent see the alternative text when they are unable to see the image. Voice readers active on the browser will also read the text description.

9. Click OK to save the changes. This inserts the selected image at the cursor location.

Repeat this for all answer choices in a question and increasing the number of columns to the number of choices produces a question with images shown across the page.

The post Adding an image appeared first on SnapSurveys.

Adding links to a questionnaire can let you include information kept elsewhere on the internet, such as terms and conditions or privacy policies. The respondents will always see the latest version of these documents.

You can also include a link to an email address, such as a sales request.

Adding a link

1. Place the cursor where you want to insert the link.
2. Click Link on the Format toolbar. This opens the Link dialog.

3. In Display Text, enter the text that you want the respondent to see.
4. In Protocol, choose from
   • http:// to open a web page given by the URL text.
   • https:// to open a secure web page (recommended) given by the URL text.
   • mailto: to send an email to the email address entered in the URL text.
5. In URL, enter the web page address or the email address, depending on the selected protocol.

6. Click OK to save the changes. This adds the link at the cursor location with the display text.

If you wish to remove the link, click Unlink on the Format toolbar. This keeps the display text.

The post Adding a link appeared first on SnapSurveys.

Horizontal or vertical page transitions move the questions on the page horizontally or vertically, when showing the next or previous page. This happens after the respondent clicks the next or back button, or when the page automatically moves to the next page.

Please watch our video to show some examples of interviews using horizontal and vertical page transitions.

Setting up horizontal page transitions

Enter the text {{hSlide}} in the questionnaire to turn on the horizontal page transition.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the horizontal slide transition is on. The respondent will not see the text {{hSlide}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Setting up vertical page transitions

Enter the text {{vSlide}} in the questionnaire to turn on the vertical page transition.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the vertical slide transition is on. The respondent will not see the text {{vSlide}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

The post Horizontal and vertical page transitions appeared first on SnapSurveys.

The AutoNext feature checks that all visible questions on the page have been answered before automatically going to the next page. This helps reduce the interview time.

Please watch our video to show some examples of interviews using AutoNext.

Setting up AutoNext

Enter the text {{AutoNext}} in the questionnaire to turn on the AutoNext feature.

You can add it anywhere in the questionnaire, but we recommend adding it to the title, so you can easily see that the AutoNext feature is on. The respondent will not see the text {{AutoNext}} during the interview.

Both Snap XMP Desktop and Snap XMP Online use the same set up.

Questions that do not trigger AutoNext

There are some questions that do not trigger the AutoNext feature. This is because it is not possible to know when the respondent has completed their response for the question.

These include:

• Multiple response questions
• Open ended questions, such as comments, quantity, date and time
• Open series questions, such as comments, quantity, date and time
• Sliders

For these questions, the respondent can use the Next navigation button to move to the next page.

AutoNext during an interview

For pages that contain only single response questions, the interview automatically moves to the next page after all the questions on the current page have been answered.

In this example, the first single response question is complete. When the respondent answers the second single response question, the interview moves to the next page without the need to use the Next button.

On the next page, there is a single response question and an open ended question asking for information. After the respondent answers the first question, they move to the second question. The respondent enters the information and then either clicks the Next button or presses the tab key to automatically move to the next page.

The post Automatically moving to the next page appeared first on SnapSurveys.

Closing on submit

The Save & submit section contains the option to set a web page to show after the respondent has submitted their response. This section is part of the Questionnaire properties side menu.

1. Open the survey and click on the Build link to show the questionnaire.
2. Click the Questionnaire properties menu.
3. The Save & submit section includes options on what to do after the respondent submits their response.

4. Set Close on submit to Yes.

When the respondent clicks on the Submit button, the web browser tab closes.

You may also choose to show a web page after the respondent submits.

If the questionnaire includes a Save button, the respondent can save the questionnaire.

The post Close the browser after submitting appeared first on SnapSurveys.

When a survey includes a save button, the respondent can save their responses to the interview. They can come back later to complete the survey.

Adding the Save URL

The Save & submit section contains the option to set a web page to show after the respondent has submitted their response. The Save & submit section is part of the Questionnaire properties side menu.

1. Open the survey and click on the Build link to show the questionnaire.
2. Click the Questionnaire properties menu.
3. The Save & submit section includes options on what to do after the respondent submits their response.

4. Set Close on submit to No.
5. This is the URL of the web page that is shown when the respondent clicks the Save button. The Default URL is provided by Snap Surveys and displays a Thank you message. If you want to use another URL, enter this URL in Save URL.
6. If you want to use the default Snap Surveys save page, clear the Save URL.

The URL must be a valid web address that starts with “https://” or “http://”.

You may also choose to close the questionnaire after the respondent submits, or to show a web page after the respondent submits their response.

Resuming a saved response

Resuming a saved response depends on how the respondent accessed the questionnaire. If they used a login, the data response is saved with their login details so that it is reloaded when they resume the questionnaire.

Otherwise, when the respondent clicks the save button, they are shown a web page that gives them information allowing them to resume the questionnaire at a later time. You can use the default Snap Surveys save page URL, or enter your organisation’s save page URL instead.

The default save page is supplied by Snap Surveys. The page includes a link that the respondent can click to complete the questionnaire. They also have an option to enter an email address that Snap Surveys will use to email the link to them.

When the respondent clicks on the link to continue the questionnaire, they go to the last page they were viewing. They are able to continue the questionnaire, and either save again or submit the response. If they have already completed the questionnaire, they receive a message informing them.

If you want to collect data that the respondent saved but did not complete, then you will need to use partial responses.

The post Set the web page shown after saving appeared first on SnapSurveys.

After a respondent has submitted their response, you are able to show them a web page. This can be the default thank you page available on the Snap Surveys website, or you can choose a web page from your organisation or one customised for the survey. This gives the opportunity to thank the respondent and offer them further information.

Adding the submit URL

The Save & submit section contains the option to set a web page to show after the respondent has submitted their response. The Save & submit section is part of the Questionnaire properties side menu.

1. Open the survey and click on the Build link to show the questionnaire.
2. Click the Questionnaire properties menu.
3. The Save & submit section includes options on what to do after the respondent submits their response.

4. Set Close on submit to No.
5. The Submit URL is the URL of the web page that is shown when the respondent clicks the Submit button. The Default URL is provided by Snap Surveys and displays a Thank you message. If you want to use another URL, enter this URL in Submit URL.
6. If you want to show the default Snap Surveys thank you page, clear the Submit URL.

The URL must be a valid web address that starts with “https://” or “http://”.

You may also choose to close the questionnaire after the respondent submits.

If the questionnaire includes a Save button, the respondent can save the questionnaire.

The post Set the web page shown after submitting appeared first on SnapSurveys.

There are a number of supplied navigation buttons that you can specify how they appear on the questionnaire pages.

Navigation buttons

There are seven navigation buttons that can be used to move forwards or backwards through the questionnaire, submit or save the completed response, or print the current page.

Navigation button properties

The Buttons section is part of the Questionnaire properties side menu.

1. Open the survey and click on the Build link to show the questionnaire.
2. Click the Questionnaire properties menu.
3. The Buttons section includes display options for all the navigation buttons, except the Next button, which is visible on all but the last page.

4. Select the display option required for each button.

Customising navigation buttons

The survey template used to create the survey determines the appearance of the navigation buttons during the interview. The button style, colour, and text can be changed in the Snap XMP Desktop app. You can also choose to display a progress bar and toolbar with the navigation buttons.

The post Setting the navigation button properties appeared first on SnapSurveys.

You have the option to add the title, which can include a logo, to every page of the questionnaire during the interview. This helps to increase brand awareness when the respondent is answering the questions.

Layout section

The Layout section is part of the Questionnaire properties side menu.

1. Open the survey and click on the Build link to show the questionnaire
2. Click the Questionnaire properties menu.
3. The Layout section includes the Header and Interview title options for the questionnaire.

Layout options

The post Using the title as the questionnaire header appeared first on SnapSurveys.

There are two types of tabs available:

• Tab pages where each page of the questionnaire is a tab containing questions
• Tab headers is a group of tabs available on a questionnaire page alongside other questions

Tab pages

The respondents navigate through the pages by clicking each tab header, in addition to using the Next and Back buttons. You can remove the Next and Back buttons so navigation is only possible with the tabs. The content for each tab is set using page breaks and the respondent selects the page by selecting a tab.

Enable the ID.Page variable

For surveys created using the latest survey templates, there is a hidden ID.Page variable included in the questionnaire. The tab control is only available in online editions. In a paper edition, the ID.Page system setting is hidden.

1. Click the ID.Page question at the top of the questionnaire.
2. Click the Show/Hide icon in the question toolbar. This shows the ID.Page variable.

Add the tabs

ID.Page is a single choice question, where each choice defines a tab. The option text gives the name of the tab.

Add an entry for each tab that you want. Enter the first tab name in the first answer choice, labelled “Code Label”, then press Tab to create and move to the next code label. 

Add page breaks to group the questions for each tab

When you have entered the tab names, use page breaks to group the questions that appear on each tab. 

The questions between the ID.Page question and the first page break will appear on the first tab, the questions between the first and second page break will appear on the second tab. Repeat this until you have created page breaks for all the tabs. 

Using the tabs in an interview

Respondents can select the tab to show the questions for that page or use the Next and Back buttons to move between tabs. They can complete any tab and do not need to complete the questions in the tab order shown.

If there are a large number of tabs, or you are using a smaller display, such as a smartphone, the tabs will wrap around to form multiple rows of tabs that you can select.

Tab Headers

Adding a Tab Headers question

1. Select the Tab Headers item from the Single Choice questions section of the Insert question menu.

2. Insert a Tab Headers question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. Set the number of Choices to the number of tabs required.
4. In Columns, enter the number of columns that you want the tabs displayed. This is usually set to 1.
5. In the Tab Headers question text, enter the question.
6. Click in each Option text and add the text for each tab header.

Adding questions to a tab using routing

Subsequent questions are associated with a tab using Ask this question if routing.

1. Select a question that you want to display on a tab.
2. Click the Routing menu then click Ask this question if icon. This opens the Manage pre-condition routing dialog.

3. Enter the routing condition, which shows the question when the tab is selected. For example, selecting the Venue tab (number 4) displays the grid question Q17. Select Apply to all parts to apply the routing to all the grid rows.

4. Click OK to save the routing.

When the respondent selects the Venue tab they will see the grid question.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Adding tabs appeared first on SnapSurveys.

Grid questions are a way of displaying multiple questions in a grid of rows and columns, with headings for each of the boxes presented across the page.

They let you gauge a respondent’s opinion on multiple things within the same question and are easy to analyse. This can help you quantify subjective sentiments such as satisfaction, experience, perception and loyalty. 

The Grid questions are versatile and can be used to create different types of questions, such as Likert, Rating or Matrix grid questions

Examples of grid questions

Likert

Likert scales are questions that contain a number of scales, often 5-point or 7-point scales. They ask respondents how much they agree or disagree with a statement. 

Rating

Rating grids are used to ask a participant to choose from multiple options scaled between two extremes, such as Unsatisfied to Satisfied. 

Matrix

Matrix questions are a way of displaying multiple questions, displayed in a grid of rows and columns, with headings for each of the boxes presented across the page.

Adding a grid question

1. Select the Grid question from the Single choice questions section of the Insert question menu.

2. Insert a Grid question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. Set the number of Rows to the number of aspects to rate.
4. Set the Choices to the number of ratings.
5. Change the Text width or Answer width to adjust the proportion of the width used for the text and answer sections of the question.

6. In the Grid question text, enter the question.
7. Click in each Row text and add the text for each aspect.
8. Click in each Option text and add the text for each rating choice.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Grid Questions appeared first on SnapSurveys.

There are many uses for dynamic text:

• change the question text based on the responses to previous questions
• change the answer codes based on the responses to previous questions
• customize instructions based on the responses to previous questions
• insert system settings (paradata) including case number and interview date and time information

Inserting a previous response into the text

1. Position the cursor in the text at the location where you require the variable field.
2. Click Insert Variable Field from the toolbar. This displays the Snap Variable dialog.

3. Complete the fields to define the variable field:
   • The Variable list contains all the variables and paradata for the questionnaire. Select the variable that you want to use.
   • In Aspect, select the type of text to insert. There are three aspects to choose from: Reply inserts the question response; Name inserts the question number and Inline Question inserts an inline question.
   • In Text Transformation, choose the case used to display the text: Normal, UPPER CASE, lower case, Sentence case, Title Case.

4. Click OK. This displays the variable field inside brackets, for example, {Q2}. This is a placeholder that is replaced by the variable field when a respondent is answering the questionnaire.

The post Inserting a variable field appeared first on SnapSurveys.

A carousel is a way of displaying a group of questions. Each question is shown on a card with the answers and the carousel moves onto the next question automatically or manually by clicking navigation buttons. The respondent can navigate through all the cards to review their answers.

This question style is a great way of showing large grids on smaller screens as the respondent only sees one question row at a time. This helps ensure that the respondent does not miss a question row as they see one row at a time.

Adding a carousel

1. Select the Carousel item from the Single Choice questions section of the Insert question menu.

2. Insert a Carousel question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. For a Carousel question set the number of Choices to the number of answer choices.
4. In Rows, enter the number of rows or aspects required.
5. Change the Text width or Answer width to adjust the proportion of the width used for the text and answer sections of the question.
6. In the Carousel question text, enter the question.
7. Click in each Row text and add the text for each row.
8. Click in each Option text and add the text for each answer choice.

Using images in carousel questions

Adding images to a questionnaire make it more engaging, helping to increase the responses. You can add an image to any question text.

1. Place the cursor in the grid row text.
2. Click the Insert an Image button on the Format toolbar. This opens the Image Browser dialog.

3. Click the Choose an image button to select an image.

4. The Select an image to insert dialog shows the available images. If this does not show your image, click the Choose file button to find and select the image.
5. Select the image you want to insert and click OK. This takes you back to the Image Browser.
6. Depending on the image selected, you can change the color using the Pick Color option.
7. Depending on the web browser, you can resize the image using the Resize % option.
8. Each image can be provided with a description in the Alt/Title text, which becomes the tool tip. The respondent see the alternative text when they are unable to see the image. Voice readers active on the browser will also read the text description.

9. Click OK to save the changes. This inserts the selected image at the cursor location.

Repeat this for all answer choices in a question and increasing the number of columns to the number of choices produces a question with images shown across the page.

During the interview, the images are shown in each carousel card.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Carousel questions appeared first on SnapSurveys.

A compound grid shows multiple questions side by side when all questions share the same horizontal labels. This allows a grid to contain different question styles, such as grids, semantic scales and open series.

With this feature, you can create grids with rows that allow the respondent to select a choice, then add associated comments, dates, times or amounts, as part of the response.

Requirements

To combine the grids into a compound grid, they must:

• follow each other in the questionnaire
• not have page breaks between the grids
• contain the same number of questions or rows
• contain grids, semantic scales or open series.

The first grid or open series question sets the questions that are used for each row. You can add question text in subsequent grids but when they are combined in the compound grid only the question text from the first grid will be shown.

Compound the grid questions

1. Create the first grid question, for example, a grid question asking about the respondent’s experience.

2. Next, create the second grid question, for example, an open series question that has the same number of rows and the same row text.

3. Select the second grid question, and click the More button.
4. Click the Compound with grid above menu. This creates a compound grid with the two grid questions. The
5. If you want to show the grids as separate questions, click the More button and select the Break from grid above menu.

The compound grid does not show in the Online Editor, only the individual grids are available.

When you test the compound grid appearance, you need to publish the questionnaire and launch a preview of the questionnaire.

Different Editions

In a survey that has multiple editions you will need to consider how the layout of the questionnaire will look for each edition during the live interview.

You must set up the compound grid for each edition. Editions used for smaller screens such as for a phone or tablet may not be suitable for larger compound grids.

Customising the compound grid

The appearance of each grid or open series can be customised individually. When the grids are combined in a compound grid, each grid is displayed with its own styling, including fonts and colours.

If you want to create a uniform grid with the same styling, customise each grid in the same way. Creating a question style for the compound grid helps make sure that all the grids have the same appearance.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Creating a compound grid appeared first on SnapSurveys.

Inline questions can be inserted into any text in the questionnaire. You can also show or hide them using routing. Using inline questions can give the questionnaire the flexibility to create forms, providing areas where the respondent can enter information.

Create the Inline Question

You need to create the inline questions as individual questions, before adding them to the main question. In this example, there is a single choice question asking “How you found out about us?” and an open ended question asking for a website.

The question that asks “which website” is added to the main question after the “Internet search” choice.

Add the Inline variable field

1. Position the cursor in the text at the location where you require the inline question.
2. Click Insert Variable Field from the toolbar. This displays the Variable field dialog.
3. Complete the fields to define the dynamic text:
   • The Variable list contains all the variables and paradata for the questionnaire. Select the variable that will be the inline question.
   • In Aspect, select Inline Question.
   • In Text Transformation, choose the case used to display the text: Normal, UPPER CASE, lower case, Sentence case, Title Case.

5. Click OK. This displays the inline question inside brackets, for example, {Q2:inline}. This is replaced by the inline question when a respondent is answering the questionnaire.

6. Click Save    to save the changes made to the questionnaire.
7. You can test the inline questions by publishing the survey and launching a preview.

Formatting inline questions

Inline questions use the formatting of the question, at the point of insertion of the Inline Question variable field. This results in an inline question that integrates with the question text.

As a result, the inline question may lose any of the original text formatting, such as, bold, italic, colour and size. The inline questions may also have their controls, such as boxes and text boxes resized for a better integration with the surrounding text or questions.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Inline questions appeared first on SnapSurveys.

Drag Categorize questions let respondents drag and drop their answers into the relevant boxes and rate them based on an appropriate scale.

Drag and drop questions can also be used to rank responses.

Adding a Drag Categorize question

1. Select the Drag Categorize item from the Single Choice questions section of the Insert question menu.

2. Insert a Drag Categorize question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. If you do not want column headers, then in Choices, enter the number of columns required in the grid.
4. If you do want column headers:
   • Click the Choices button. This opens the Manage Choices dialog.
   • Remove any options that you do not want by clicking the delete icon .
   • Enter the choice in the new option box, then click the Add button. You need to add the choices in the order that you want to display them.
   • When the list is complete, click OK to update the question.

3. In Rows, enter the number of rows required.
4. Change the Text width or Answer width to adjust the proportion of the width used for the text and answer sections of the question.
5. In the Drag Categorize question text, enter the question.
6. Click in each Row text and add the text for each row.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Drag Categorize questions appeared first on SnapSurveys.

A Drag Rank question lets the respondent rank a selection of items based on the question asked. For example, you can ask a respondent to ranking answer choices in order of most favourite to least favourite item.

Adding a Drag Rank question

1. Select the Drag Rank item from the Single Choice questions section of the Insert question menu.

2. Insert a Drag Rank question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. In Choices, select the number of ranked answers required.
4. In Rows, enter the number of answer choices.
5. Change the Text width or Answer width to adjust the proportion of the width used for the text and answer sections of the question.
6. In the Drag Rank question text, enter the question.
7. Click in each Row text and add the answer choice text for each row.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Drag Rank questions appeared first on SnapSurveys.

The Separator menu item is available from the Single Choice questions section of the Breaks menu.

• Insert a Separator into the questionnaire by double-clicking the Separator item or by dragging the question to the questionnaire.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file

The post Inserting a separating line appeared first on SnapSurveys.

Date and time questions lets the respondent enter or select a date or time as a response, giving an easy and quick way of asking for dates and times.

The appearance of the calendar or clock used to select the response depends on the browser your respondent uses to complete the quesitonnaire.

Adding a Date question

The Date question includes a calendar to easily select a date, or the respondent can enter a date in the response box.

1. Select the Date question from the Text Input questions section of the Insert question menu.

2. Insert a Date question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. This selects the date pattern by default. If you want a different format, select the pattern from the drop-down.
4. Change the Input width to adjust the width of the question’s response area.
5. Click in the Date question text area and enter your question text.

Adding a Time question

The Time question includes a clock to easily select a time, or the respondent can enter a time in the response box.

1. Select the Time question from the Text Input questions section of the Insert question menu.

2. Insert a Time question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. This selects the time pattern by default. If you want a different format, select the pattern from the drop-down.
4. Change the Input width to adjust the width of the question’s response area.
5. Click in the Time question text area and enter your question text.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Attaching a file
• Inserting a separator

The post Date and Time questions appeared first on SnapSurveys.

This question style lets the respondent attach a file during an interview. When the respondent attaches the file, it is given a unique identifier that connects it to the particular question and response. When you receive the responses, you can downloaded them as zip files which contain either individual files, all the files, or files grouped by question or response.

Unit usage

Each attached file will use at least 1 unit, with up to 1MB counting as 1 unit.

For example:

• a 0.4 MB file would count as 1 unit
• a 7 MB file would could as 7 units

This is in addition to the unit usage for the completed response.

Creating an AttachIt – File question

1. Select the AttachIt – File item from the Text Input questions section of the Insert question menu.

2. Insert an AttachIt – File question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. This selects the literal pattern used for the file name, which you should not change.
4. Change the Input width to adjust the width of the question’s response area.
5. Change the Input height to the required number of lines of the response area, which will contain the file name.
6. Click in the AttachIt – File question text area and enter your question text.

Testing the AttachIt question

The questionnaire must be published before the AttachIt feature can be tested.

1. In Snap XMP Online, open the survey in Your work. In the survey’s Summary tab, click the Collect link.
2. In Overview, click the Publish current version button to publish your survey. Click OK to confirm that you want to publish the survey

3. Click the Launch preview button. This opens the questionnaire in a new browser tab.

4. The test starts with a notice stating that this is a survey preview and responses entered in the preview will not be saved and will not affect the survey results. Click the message” I understand – start the preview” to proceed.

5. Click the Attach File icon. This shows a Select file dialog. Click Choose File to browse for the required file.

6. In the file browser, select the required file and click Open. A unique reference is shown in the Select file dialog.

7. Click Close. The unique ID now appears in the question response field. This identifies the attached file as this participant’s response to the question.

8. Click Submit to complete the test questionnaire.

When you have tested the questionnaire, you are ready to start interviewing. When the participant is completing the questionnaire they will attach the file as described in steps 5 to 8.

Downloading the attached file responses

When participants have attached files to the response, these files can be downloaded from Snap XMP Online.

1. In Snap XMP Online, open the survey in Your work. In the survey’s Summary tab, click the Collect link.
2. In Collect, click Responses then click Attachments. The Attachments menu is only shown when there are attached files available.
3. Click Download all attachments to download a compressed zip file containing all the attached files.

4. Click the Response ID link to download all the attached files for the response. There may be more than one question with an attached file.
5. Click the question link to download the attached files for that specific question or the attached file link to download an individual file.

Usage stats for AttachIt

In Snap XMP Online, you can see how many AttachIt units your account has used. The number of AttachIt units shows the number of attached files for the surveys running on your account.

1. In Snap XMP Online, click Your Account.
2. Click Usage to view the Usage statistics including the AttachIt units.
3. In Show, choose the time range then click Refresh.

Other question styles

• Titles and Instructions
• Single Choice questions
• Adding a Logo to a title
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Inserting a separator

The post Attaching a file appeared first on SnapSurveys.

Semantic scale questions are designed to let respondents choose a point on a scale between words with opposite meanings. They are often used to ask how people rate a particular feature, product or service.

You can also have semantic questions in a grid to get quick opinions on multiple topics.

Adding a Semantic Scale question

1. Select the Semantic Scale question from the Single choice questions section of the Insert question menu.

2. Insert a Semantic Scale question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. Set the Rows to the number of scales.
4. Set the Options to the number of points on the scale.

5. Enter the Semantic Scale question text as well as the scale start and scale end text.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Semantic Scale questions appeared first on SnapSurveys.

An open-ended question lets people enter the answer themselves. The most common use is to provide a large answer box where a participant can give their opinion using their own words: for example to the question: “How could we improve our product?”.

You can include a pattern that validates the response to the open-ended questions. This can be used to ask a participant to provide formatted information, such as an email address, phone number, or a date or time in the questionnaire.

The Open Series question style lets you create a grid of open-ended questions.

Adding an Open Ended question

1. Select the Open Ended question from the Text Input questions section of the Insert question menu.

2. Insert an Open Ended question into the questionnaire by double-clicking or by dragging the question to the questionnaire.
3. Select the pattern from the drop-down. The pattern defines the format of the response.
4. Set the Input height to increase the question’s response area to the required number of lines.
5. Click in the Open Ended question text area and enter your question text.

Adding an Open Series question

1. Select the Open Series question from the Text Input questions section of the Insert question menu.

2. Insert an Open Series question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. Select the pattern from the drop-down. The pattern defines the format of the response.
4. Change the Text width or Answer width to adjust the proportion of the width used for the text and answer sections of the question.
5. In Input width, enter the percentage of the answer width for the response box.
6. In Input height, enter the required number of lines in the response area to the required number of lines.
7. Click in the Open Series question text area and enter your question text.
8. Click in each Row text area to enter each row text.

Changing the pattern

The pattern selected defines the format of the data that the respondent should enter when they are completing the questionnaire. There are a large number of pre-defined patterns to choose.

In an Open Series question, you can select a pattern for all the rows by positioning the cursor in the question text or in the first row text or response box. If you want to choose a different pattern in subsequent rows, position the cursor in the row text or response box and select the pattern.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Open Ended questions appeared first on SnapSurveys.

Drop-down questions let your respondents pick an item from a list, which appears when the respondent clicks on the question.

Adding a Drop Down question

1. Select the Drop Down item from the Single Choice questions section of the Insert question menu.

2. Insert a Drop Down question into the questionnaire by double-clicking or by dragging the question to the questionnaire.

3. Set the number of Choices to the number of choices required for the question.
4. The drop-down always displays the choices vertically so the number of Columns should remain as the default, 1.
5. In the Drop Down question text, enter the question.
6. Click in each Label text and add the text for each answer.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Drop-down questions appeared first on SnapSurveys.

When you are creating a list of items it is likely the list will not be exhaustive. You can choose to add an answer where the respondent can add something that is not on the list. This uses the Show other response option, and is available in Single Choice, Multiple Choice and Drop Down questions.

Add an other response

1. Click More on the Question toolbar to open the menu.

2. Click Show other response. This adds an Open ended question after the last choice.

3. Select the pattern to validate the response. The default is set to literal, which allows free format text answers.
4. In Input width, set the width of the response box as a percentage of the page width.
5. In Input rows, set the number of rows in the response box.

6. Enter the question text that asks for more information.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Show other response appeared first on SnapSurveys.

A Multiple Choice question allows the respondent to select one or more answers from a list of choices.

Participants can select as many answers as is relevant for this question. 

Multi choice questions use squares (checkboxes) for the answer boxes that participants click whereas Single choice questions use the circles (radio buttons).

Add a Multiple choice question

1. Select the Multi Choice question from the Multiple choice questions section of the Insert question menu.

2. Insert a Multi Choice question into the questionnaire by double-clicking or by dragging the question to the questionnaire.
3. Set the number of Choices to the number of answer choices.

2. Set the number of Columns to display the answer choices horizontally.

5. Enter the Single Choice question text and each Option Text answer choice.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Single Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Multiple choice questions appeared first on SnapSurveys.

Often a questionnaire heading includes branding. This can be a logo or other image that is displayed by itself or with a title.

Adding a Logo

1. Place the cursor where you want to insert the logo.
2. Click the Insert an Image button on the Format toolbar. This opens the Image Browser dialog.

3. Click the Choose an image button to select an image.

4. The Select an image to insert dialog shows the available images. If this does not show your image, click the Choose file button to find and select the image.
5. Select the image you want to insert and click OK. This takes you back to the Image Browser.
6. Depending on the image selected, you can change the color using the Pick Color option.
7. Depending on the web browser, you can resize the image using the Resize % option.
8. Each image can be provided with a description in the Alt/Title text, which becomes the tool tip. The respondent see the alternative text when they are unable to see the image. Voice readers active on the browser will also read the text description.

9. Click OK to save the changes. This inserts the selected image into the Title.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Adding a Logo to the Title appeared first on SnapSurveys.

There are three types of question that provide text information in the questionnaire.

• Titles provides the main heading that explains the purpose of the questionnaire.
• Sub Titles provide headings that explain the purpose of groups of questions.
• Instructions provide further text information, such as guidelines or details on how to fill in the questionnaire.

Add a Title

A questionnaire normally starts with a heading explaining the questionnaire’s purpose. The title can contain text and a logo or other image.

1. To set the title text click in the Title text box.

2. Enter the title of your questionnaire.

Add a Sub Title

The sub title usually contains text that provides more information about the questionnaire.

1. Select the Sub title question from the Titles and instructions section of the Insert question menu.

2. Insert a Sub title question into the questionnaire.

3. Click in the Sub Title text and enter your text

Add an Instruction

An Instruction is text providing guidelines to a respondent on how to complete a section of the questionnaire.

1. Select the Instruction question from the Titles and instructions section of the Insert question menu.

2. Insert an Instruction question into the questionnaire.
3. Click in the Instruction text and enter your instruction.

Other question styles

• Adding a Logo to a title
• Single Choice questions
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Titles and Instructions appeared first on SnapSurveys.

A Single choice question allows the respondent to select one answer from a list of choices.

They are the most common questions used in a survey because they are easy for people to respond to, as well as being easy to analyse. 

Single choice questions use the circles (radio buttons) for the answer boxes that participants click whereas Multi choice questions use squares (checkboxes).

Add a Single Choice question

1. Select the Single Choice question from the Single choice questions section of the Insert question menu.

2. Insert a Single Choice question into the questionnaire by double-clicking or by dragging the question to the questionnaire.
3. Set the number of Choices to the number of answer choices.

5. Set the number of Columns to display the answer choices horizontally.

5. Enter the Single Choice question text and each Option Text answer choice.

Other question styles

• Titles and Instructions
• Adding a Logo to a title
• Multiple Choice questions
• Show other response
• Drop-down questions
• Grids
• Semantic scales
• Inline questions
• Compound grids
• Drag Rank
• Drag Categorize
• Carousels
• Adding tabs
• Open ended questions
• Date and Time questions
• Attaching a file
• Inserting a separator

The post Single Choice questions appeared first on SnapSurveys.

1. Select the survey template in Your work to display the Summary.

2. Add a description that explains the purpose of the survey template, then click Save.
3. Click the Upload thumbnail button to display the Upload thumbnail dialog.

3. Click the Select file button to select an image. Here, the image has previously been created by copying part of the questionnaire.

4. Click Open to display the image in the Summary section.

This displays the thumbnail image on the template page. The thumbnail image is shown on the survey template list when creating a new survey.

Click Remove thumbnail image to clear the image, or prior to replacing the thumbnail image.

The post Upload Template Thumbnail appeared first on SnapSurveys.

1. The first page in Snap XMP Online shows a summary of Your Work. The survey template is available here. Templates are shown with the icon  . Click the icon or template name to show the template Summary.

2. In the Summary, click New Item.
3. Enter the survey name then click Create survey.

4. This opens the Build tab where you can add questions to your survey.

The post Creating a new survey from a template appeared first on SnapSurveys.

If conditions for single and multiple response questions

The conditions used for routing must return true or false.

These conditions are mainly for use in single or multiple response questions.

If conditions for any question

These conditions are for use with any type of question.

Examples of If conditions

These examples show possible conditions applied to single or multiple response questions

The post Routing rule expressions appeared first on SnapSurveys.

Participants choose whether to give consent by answering a specific question at the beginning of the survey.  If they choose not to provide consent they are prevented from completing the survey.

Provide potential participants with the relevant information

You need to ensure that the consent that you obtain from participants is ‘informed’, meaning that participants have been given ‘fair processing information’ and have been informed of all aspects of the survey project that are relevant to their decision to participate. This is commonly done by providing potential participants with a privacy or information notice. You can present this information by including it in the instruction question type field at the start of your survey. You have the option of providing this information in a layered format by providing a summary of the essential information in the instruction question type field, followed by a link to your full privacy policy or notice for more detailed information. Snap Surveys provides a link to the Snap Surveys’ Privacy Policy; available at https://www.snapsurveys.com/survey-software/privacy-policy-uk/. This provides information as to how we act as your data processor.

Worksheet example

In this worksheet example, the question and text are an example of simple wording that may be used as part of the process of gaining consent to the collection of the survey response data and processing it for the purposes of the survey itself. You can set the question and the explanation to include whatever information you as data controller consider appropriate for your survey, the type of data that you propose to collect, and the uses that you propose to make of the survey response data.

For example, where special categories of personal data will be collected (e.g. gender and ethnicity data) and explicit consent is required, you may wish to include specific wording to make it clear that the participant is willing to provide such information. If you plan to use the response data for other purposes beyond the survey itself, you may also set multiple consent questions, to separately obtain consent for each of them.

Create a Multi Choice consent question

1. In Your work, open your survey.
2. In the Summary tab, click on the Build link. This opens the Online Designer where you can build and edit your questionnaire.
3. Click in the first question then double click the Multi Choice option to insert the consent question. You may also use drag and drop or Ctrl + Enter.
4. In the area marked Enter Multi Choice question text, enter your consent request text.

5. Double click the Page Break option in the side menu. This inserts a page break before the consent question and also between the consent question and any following question. You may also use drag and drop.

Set the question as a mandatory response

1. Select the consent question and select the Validation & Masking option in the side menu.
2. Select the Mandatory checkbox to make the question mandatory.

3. Click Save .

Test the survey

1. In the Online Designer, click Preview. The preview opens a new browser window displaying the questionnaire as it would look if it after it has been published. Use this previewed survey to test that your consent question behaves accordingly
2. In the published version it will look like this.

3. Check that the consent question appears on a page by itself. The respondent must answer the question before they can complete the rest of the survey.

Keep a record of consent

1. In Snap XMP Online, select the survey and in the Summary tab click the Collect link.
2. Select the Responses option in the side menu.
3. Select the Responses in the list of options.

4. You can export the survey response data by clicking the format, Excel, CSV or TSV, that you want to download.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

The post Including a consent question appeared first on SnapSurveys.

1. In Snap XMP Desktop, open the Survey Overview window.
2. Click to view the Online Surveys.
3. Select the survey that will be the basis of your survey template.

4. Select File|Save as Template to display the New Online Template dialog. A default survey template name and folder are entered in the dialog. You can change these before saving. In our example the name is “Conference survey template” and the location is “Demo Folder”.

5. Click OK to save the survey template.

6. The survey template is now available for use in Snap XMP Online.

Upload Template Thumbnail in Snap XMP Online

In the Summary section of a survey template, you have the option to upload a thumbnail image. This can help users identify the survey template when they are creating a new survey.

1. Select the survey template in Your work to display the Summary.

2. Add a description that explains the purpose of the survey template, then click Save.
3. Click the Upload thumbnail button to display the Upload thumbnail dialog.

3. Click the Select file button to select an image. Here, the image has previously been created by copying part of the questionnaire.

4. Click Open to display the image in the Summary section.

This displays the thumbnail image on the template page. The thumbnail image is shown on the survey template list when creating a new survey.

Click Remove thumbnail image to clear the image, or prior to replacing the thumbnail image.

The post Creating a survey template for use in Snap XMP Online appeared first on SnapSurveys.

As part of your survey you may want to ask questions that follow on or rely on answers given in previous questions. Masking is used to pass on answers from a question that will provide information for use in subsequent questions.

Masking can make the questionnaire easier to answer by showing the respondent a shorter list of answers that are relevant to them.

In cases where only one answer is left then the question can be automatically answered. This reduces the length of the questionnaire for the respondent.

Adding a mask to your question

1. Select the question that requires masking. Masking is available on Single Choice and Multiple Choice questions.
2. In the Build side menu select the Validation and Masking side menu.

3. Go to the Masking section.

4. Click in the Mask field to enter a mask expression for the question.
5. You can use any logical expression.

Masking Errors

If the Mask entered is invalid for the selected question then the field will be highlighted in red.

An error message will also be displayed.

Automatically answering a question

The Auto-answer feature can be set on questions with masking. When there is only one possible response to the question, it will be answered automatically and the questionnaire will move on to the next question.

1. Select the question that you would like to be automatically answered.
2. Select the Validation and Masking side menu.
3. Go to the Masking section.
4. Tick the Auto-answer field to turn auto-answer on for the selected question.

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The validation includes:

• making a question mandatory , where the participant must answer it
• setting the maximum length for a free format text answer
• adding a pattern, such as a date or email address, that the answer needs to match
• setting a minimum number of answers for multiple response questions
• setting a maximum number of answers for multiple response questions
• setting the ordering of the code values with the ability to exclude some codes from the ordering
• setting an initial value for a question
• making a question read only

The Validation & Masking menu can be found in the Build side menu.

Making a question mandatory

 When the Mandatory box is ticked the respondent must give an answer to the question asked. The Mandatory option is available for all question types.

Setting the minimum number of answers

You can set the minimum number of answers for multiple response questions. This feature is set in the Validation and Masking side menu.

The Mandatory option needs to be set on before the Min answers drop down list is enabled.

Select the Min answers from the drop down list. Here the minimum number of answers is 1.

Setting the maximum number of answers

You can set the maximum number of answers for multiple response questions. This feature is set in the Validation and Masking side menu.

Select the Max answers from the drop down list. Here the maximum number of answers is 2. The respondent can choose up to 2 answers for this question.

Making an answer mutually exclusive

A mutually exclusiveanswer can only be selected on its own. This can be used when there are several answers to choose from alongside answers such as, “Other” or “Don’t Know”. If these answers are selected by the respondent you may want to deselect or prevent the other answers being selected. This can be done by setting an answer to be mutually exclusive.

1. Select the question that you would like to set with a mutually exclusive answer.
2. Select the Validation & masking side menu.
3. Go to the Mutually-exclusive options.
4. Select the box next to the answer or answers that are mutually exclusive.

5. Selecting a mutually exclusive code in a multiple response question will clear all other codes. If you select another code after a mutually exclusive code, then the mutually exclusive code is cleared.

Ordering

To avoid any interview bias, it is possible to rotate or re-order the codes of a question. The codes are re-ordered each time the question is shown in an interview, according to the ordering option selected.

During the interview the question codes are re-arranged in the specified order. The code numbers remain the same and the response is recorded against the correct answer code.

The available ordering options are

• None: the codes are always presented in the order shown.
• Inverse: the codes are presented in reverse order in successive interviews.
• Forward: the codes move forward on successive interviews.
• Random: The codes are randomly re-arranged for each interview.

You can set ordering in the Validation and Masking side menu in the Build tab.

1. Select the question that you wish to order
2. Select the Validation & masking side menu.
3. Go to the Ordering option.
4. In Method select the type of ordering.

Excluding codes from the ordering

There is often a requirement to leave some codes in their original positions, for example, when the question contains a code such as “Other” or “None of the above”. These codes are usually displayed at the end of the list of choices. You can exclude final codes from the ordering by specifying the code value(s) to exclude in the Exclude field. This can be a single number or a comma separated list, but must include the final code.

You can exclude codes in the Validation and Masking side menu in the Build tab.

1. Select the question where you wish to exclude codes.
2. Select the Validation & masking side menu.
3. Go to the Ordering option.
4. In Exclude enter the code or codes to exclude from the ordering.

For example, a question has 6 codes with “None of the above” as the last code. In Exclude, enter 6 to exclude the final code. When the question is shown in an interview, code 6 will remain in its original position and codes 1 to 5 will be ordered randomly.

Initial Value

An initial value can be set for a question. This value is selected or displayed in the question when a participant is completing the questionnaire. The Initial Value field can be set to a code, literal constant or an expression using values from the preceding questions, depending on the question style.

The initial value is set in the Validation and Masking side menu in the Build section.

1. Select the question where you wish to exclude codes.
2. Select the Validation & masking side menu.
3. Go to the Initial Value option.
4. In Value, enter the code, literal or expression.

For example, in a single choice question enter 1 to select the first code.

For an example on how to set the initial value using an expression a questionnaire is set up with Q2 is an Open Series question asking for the number of adults and children in a group of people at a restaurant and Q3 is an Open Ended question asking how many people in the party ordered food. Usually everyone orders food so the default for Q3 is the total number of people in Q2.

Select Q3 and in Value, enter the expression Q2a + Q2b so the initial value in Q3 defaults to the total number of people entered in Q2.

Read Only

When a question is set as Read only this prevents the participant from answering or overwriting that question during an interview.

The read only property may be used where:

• the question is seeded with values from a participant database that you do not want the participant to change
• the question contains an initial value that is based on answers to previous questions in the survey that you do not want the participant to change

You can set a question as read only in the Validation and Masking side menu in the Build section.

1. Select the question where you wish to exclude codes.
2. Select the Validation & masking side menu.
3. Go to the Initial Value option.
4. In Read only, select Yes to prevent the participant from changing the question, or No to allow the participant to edit the question.

The post Validation appeared first on SnapSurveys.

 Question routing sets up the questionnaire so respondents are only asked questions relevant to them during completion. Questions that are not relevant to them are skipped. You can set up the routing rules in the Routing side menu in the Build side menu in the Online Designer.

There are three types of routing rules that can be used in a Snap XMP Online questionnaire.

• Ask this question if – the question is only asked if a specific answer or answers have been given to a previous question.
• After this choice go to – this will forward the respondent onto the next relevant question regardless of the answer given.
• After this question go to – the next question that is asked is dependent on the answer selected.

Ask this question if routing

Questions with this type of routing are only asked if a specific answer or answers have been given to a previous question. Before this question is asked, Snap XMP Online checks that the routing conditions are met. If the conditions are met the question is asked, otherwise it is skipped.

There are 3 restrictions for this type of routing

• only one such rule is allowed per question
• the rule can reference more than one question
• the rule can only reference previously asked questions on the questionnaire

Steps to follow when setting up the routing are

1. Select Routing in the side menu. This is underneath the Insert question menu.
2. Select the  icon on the Ask this question if item.
3. This shows a Manage pre-condition routing window where you can enter the routing relationships.

4. There is an expression entry for every section or row in the question. In this example, Q6 is the Multiple Choice section and Q6a is the Other response section.
5. Add a routing expression for the question. Further details on routing rules can be found in Routing rules expressions.
6. Click OK to save the routing.

After this choice go to routing

This routing will direct a respondent to the next relevant question within the questionnaire irrespective of the answer given in the current question.

This type of routing is available for Multiple Choice, Single Choice and Drop down questions. This routing is usually used with single response questions. If a multiple response question has “After this choice go to” routing on several codes going to different question numbers, then the routing will go to the question furthest down the questionnaire.

Steps to follow when setting up the routing are

1. Select Routing in the side menu. This is underneath the Insert question menu.
2. Select the  icon on the “After this choice go to” routing item.
3. This shows a Manage go-to routing window where you can enter the routing relationships

4. The Target drop down contains the list of available target question. Select the target question from the drop down list. The target question will be the next question when the corresponding answer is selected.
5. Click OK to save the changes.

After this question go to routing

This will forward the respondent onto the next relevant question in the questionnaire depending on the answer they select.

Steps to follow when setting up the routing are

1. Select Routing in the side menu. This is underneath the Insert question menu.
2. Select the  icon on the “After this question go to” routing item.
3. This shows a Manage post-condition routing window where you can enter the routing relationships

4. Add a routing expression for the question. Further details on routing rules can be found in Routing rules expressions.
5. Select the target question from the list available.
6. Click Add rule if you need more than one post-condition rule. Then repeat steps 4 and 5 to add the routing.
7. Click OK to save the routing changes.

Showing Routing

Routing can be hidden or displayed in the questionnaire when it is used for interviewing or printed on paper. This setting is in all the Manage routing dialogs which appear after clicking the  routing icon.

The 3 options available are:

• Paper only – routing is shown on paper questionnaires, but not other publication methods.
• Always show – routing is always displayed on the questionnaire in all publication methods.
• Never show – routing is not shown on the questionnaire in any form of publication method.

If questions are moved around after routing rules have been set up, the routing will automatically be updated with the new question numbers.

Viewing the question relationships

The Routing side menu shows the routing rules and relationships that have been applied to the selected question.

The Routing menu shown below has no routing applied and is the default when adding a question into a questionnaire.

The following menu has some routing applied. In each section of routing you can see the routing expressions that are applied on the selected question, which is Q6 in this example.

The question has

• Ask this question if routing on Q6 which uses the answer for Q5. Q5 is listed as a Source in the Relationships section.
• Ask this question if routing on Q6a which is shown when the Other response is chosen
• After this choice go to routing where the target is Q8 when the Solution Desk answer is selected. Q8 is listed in Dependencies in the Relationships section.

The post Routing appeared first on SnapSurveys.

The text in the questions can be changed. This includes the question and code labels.

When a text item is selected the Formatting toolbar is enabled.

The text attributes that can be changed are

• Font
• Font size
• Bold, italic and underline formats

In the Build section you can change the text by

• Selecting the text you want to update and then updating the text attributes.
• Change the text attribute and the text entered from the current cursor position will be updated.

Changing the colour

The colour of the text fields can be changed. This includes the question and code labels.

When a text item is selected the Formatting toolbar is enabled.

The colour can be changed for

• Text
• Background

In the Build section you can change the colour by

• Selecting the text you want to update and then updating the colour.
• Change the colour and the text entered from the current cursor position will be in the new colour.

Changing the spacing

The spacing on grid style questions, such as a Grid and Open Series question, can be adjusted for each question.

The area of the question is split between the Text area and the Answer area.

In a Grid question the Question toolbar has two fields that control the question spacing, the Text width and Answer width. You can change the amount of space that each area occupies by altering the Text width or Answer width percentages.

In an Open Series question the Question toolbar has three fields that control the question spacing, the Text width, Answer width and Input width. Changing the Text width and Answer width alters the ratio of the areas in the same way as the Grid question. The Input width is the percentage of the Answer width that will be used for the answer text box width.

The total percentage of the Text width and the Answer width must always add up to 100%. The minimum width is 1% and the maximum width is 99%.

Showing or hiding a question

Some questions are only applicable for certain media. For example, you may want to show different information in a paper edition to a web edition. This can be achieved by managing the visibility of the question.

There are two ways to show or hide a question.

Current Edition

1. Click on the question to show the Question toolbar.
2. The visibility can be changed on the Question toolbar. This question is visible.

3. Click  icon to hide the question.
4. The question is shown as hidden. Click on the hidden question to show the toolbar again.
5. The icon changes to  which shows that the question is hidden.
6. Click  again to make the question visible.
7. This changes the visibility of the question in the current edition.

All Editions

1. Click on the question to show the Question toolbar.
2. Click the More menu on the Question toolbar and click the Manage Visibility item.
3. This shows the Manage Visibility dialog.

4. Toggle the Visible button between Yes and No for each available edition to change the visibility.
5. Click OK to save the changes.

The post Changing the look of the question appeared first on SnapSurveys.

You can move your questions to a different location in the questionnaire.

1. Click on the question you wish to move to show the Question toolbar.
2. Click the More menu and select the Move item.

3. This will display Paste buttons in all the available question locations.
4. Click the Paste button at the new location.

5. The question will be moved to this location and the questions in the questionnaire are renumbered.
6. Click Abort Paste on the Edit Menu to cancel the move.

Copying a question

You can copy your questions to a different location in the questionnaire.

1. Click on the question you wish to copy to show the Question toolbar.
2. Click the More menu and select the Copy item.

3. This will display Paste buttons in all the available question locations.
4. Click the Paste button at the new location.

5. The question will be copied to this location and the questions in the questionnaire are renumbered.
6. Click Abort Paste on the Edit Menu to cancel the copy.

Deleting a question

1. Click on the question you wish to delete to show the Question toolbar.
2. Click the bin icon on the Question toolbar.

3. The question will be deleted immediately.
4. If you have deleted the question by accident use the Undo button to restore it.

The post Editing a question appeared first on SnapSurveys.

The Undo and Redo buttons are located on the Online Designer menu.

• Click the Undo button to cancel your last action. The Undo count will decrease by 1 and the Redo count will increase by 1. When the Undo count is 0 the Save button is greyed out.
• Click the Redo button to redo the previously undone action. The Redo count will decrease by 1 and the Undo count will increase by 1.

There are some actions that you cannot undo, such as saving the questionnaire.

The post Undo and Redo appeared first on SnapSurveys.

You should test all aspects of your questionnaire.

• Check the format of each question. For example, the font and text colour.
• Test the question response for every question. For example, if you have set up a question that allows more than one answer check that you can enter multiple answers. If you have a question that requires a single answer, check that you cannot enter multiple answers.
• Test the routing of the questionnaire to make sure that the correct questions are displayed according to the responses given. For example, check that the Other response text box is displayed when the associated choice is selected in a Multiple Choice question.
• Test the validation. For example, check that the correct number of characters can be entered.
• Test the patterns. For example, check that a valid email address can be entered when the question’s pattern is set to email address and an invalid one cannot.

If you make any changes to the questionnaire, you should repeat the testing process.

First, the questionnaire has to be published in Snap XMP Online.

Publishing your survey for the first time

Your questionnaire is now ready for publishing. The publishing process creates web pages that run a survey in a web browser. When the Collect tab is selected the Overview is shown by default. This shows the status of the survey and is where you publish the survey.

1. Click the Collect tab and go to the Overview section.
2. Click the Publish current version button to publish your survey.

3. You will be asked to confirm that you want to publish. Click OK to publish the survey.

When you have published your survey the Overview now displays further information with sections for

• Overview displays the current survey status.
• Paper Interviews contains a PDF download.
• Web Interviews shows the details for online interviewing.

Publishing an updated version of your survey

Sometimes you will need to change a questionnaire after it has been published. The updated questionnaire needs to be republished to ensure that the respondents are completing the latest version.

1. From the Collect section navigate to the Settings side menu.
2. In the Overview heading a warning message is shown when the questionnaire has been changed after it was last published. This means that the latest questionnaire is not the same as the published questionnaire that the respondents are currently completing.

3. Interviewing needs to be paused before the survey can be published with the latest questionnaire. Click Pause interviewing.
4. The interviewing is now paused and you can see the Publish current version button. Click on the Publish current version button to publish the latest version of the questionnaire.
5. After you have published your survey’s latest version the message indicates that the most recent version of the survey is being used for interviewing. Click Resume interviewing to restart the interview process.

Previewing the published survey

Previewing the published questionnaire allows you to check how the questionnaire appears in the web browser, enter a number of test responses and try out the routing and validation. These test responses will not be saved or affect the survey data responses.

You can test the published survey

• prior to starting interviewing
• after interviewing has started when the survey is live

1. From the Collect section navigate to the Settings side menu.
2. Scroll down to the Web Interviews heading, if necessary.
3. Click the Launch preview button. This opens the questionnaire in a new web browser tab.
4. This starts with a notice that this is a survey preview and responses entered in the preview will not be saved and will not affect the survey results.
5. Click the message” I understand – start the preview” to proceed.
6. The preview starts the currently published questionnaire, and you can enter some test responses to check your questionnaire.
7. If you need to make any changes, you can update the questionnaire and publish it again.

The post Testing your questionnaire appeared first on SnapSurveys.

First, publish the questionnaire in Snap XMP Online.

Publishing your survey for the first time

Your questionnaire is now ready for publishing. The publishing process creates web pages that run a survey in a web browser. When the Collect tab is selected the Overview is shown by default. This shows the status of the survey and is where you publish the survey.

1. Click the Collect tab and go to the Overview section.
2. Click the Publish current version button to publish your survey.

3. A message asks you to confirm that you want to publish. Click OK to publish the survey.

When you have published your survey the Overview now displays further information with sections for

• Overview displays the current survey status.
• Paper Interviews contains a PDF download.
• Web Interviews shows the details for online interviewing.

Publishing an updated version of your survey

Sometimes you will need to change a questionnaire after publication. You need to publish the questionnaire again to ensure that the respondents complete the latest version.

1. From the Collect section navigate to the Settings side menu.
2. The Overview heading displays a warning message if there are changes to the questionnaire after it was the last publication. This means that the latest questionnaire is not the same as the published questionnaire that the respondents are currently completing.

3. You need to pause interviewing before publishing the survey again with the latest questionnaire. Click Pause interviewing.
4. The Publish current version button is available after pausing interviewing. Click on the Publish current version button to publish the latest version of the questionnaire.
5. After publishing your survey’s latest version, the message indicates that the most recent version of the survey is being used for interviewing. Click Resume interviewing to restart the interview process.

Previewing the published survey

Previewing the published questionnaire allows you to check how the questionnaire appears in the web browser, enter a number of test responses and try out the routing and validation. These test responses will not be saved or affect the survey data responses.

You can test the published survey

• prior to starting interviewing
• after interviewing has started when the survey is live

1. From the Collect section navigate to the Settings side menu.
2. Scroll down to the Web Interviews heading, if necessary.
3. Click the Launch preview button. This opens the questionnaire in a new web browser tab.
4. This starts with a notice that this is a survey preview and responses entered in the preview will not be saved and will not affect the survey results.
5. Click the message” I understand – start the preview” to proceed.
6. The preview starts the currently published questionnaire, and you can enter some test responses to check your questionnaire.
7. If you need to make any changes, you can update the questionnaire and publish it again.

The post Previewing your questionnaire appeared first on SnapSurveys.

1. Click the Save button to save your survey and questionnaire.
2. You will receive a confirmation message saying “Survey saved. Save was successful”.
3. The Save button then becomes greyed out.

The post Saving your questionnaire appeared first on SnapSurveys.

You can find the Page break at the bottom of the Insert question side menu.

You can insert a Page break in the same way as other questions by either double click or drag and drop.

Use your preferred method to insert the page break. The example shows a page break between the subtitle and Q1.

The post Inserting page breaks appeared first on SnapSurveys.

In the Build section you can

• Insert questions, described in this article.
• Add routing
• Include validation and masking
• Change the questionnaire properties
• Preview and test your questionnaire

Inserting a question

When you create a questionnaire, some questions may be automatically added depending on the template chosen. The Insert question menu shows the list of question styles that you can include.

Once you have selected a question style from the Insert question side menu, there are two ways to insert a question.

• Double click

This will insert the new question after the currently selected question in the questionnaire. If no question is selected, the new question is inserted at the end of the questionnaire.

• Drag and drop

As you drag the question over the questionnaire you will see a Drop here message that shows you where the question will be placed.

Question Toolbar

When you select a question in the Online Designer, you will see the Question toolbar that lets you edit the question. The information shown on the toolbar depends on the question style selected.

You can see the type of question in the drop down on the Question toolbar. The example below is a Single Choice question.

Toolbar Icons	Description
	Click to open the Routing side menu for the current question.
	Click to open the Validation &Masking side menu for the current question.
	Close the Question toolbar. Click on the question to open the Question toolbar again.
	Click to toggle the visibility of the question for the current edition of the questionnaire.
	Click to delete the question.
	Click to open the More menu which gives further actions.

More menu

Clicking the button on the Question toolbar displays the following menu.

Question Styles

There are a large number of question styles provided with Snap XMP Online. You can find out more information on each question style by clicking the links.

• Titles and Instructions
• Adding a Logo to the Title
• Single Choice questions
• Multiple choice questions
• Show other response
• Drop-down questions
• Grid Questions
• Semantic Scale questions
• Inline questions
• Creating a compound grid
• Drag Rank questions
• Drag Categorize questions
• Carousel questions
• Adding tabs
• Open Ended questions
• Date and Time questions
• Attaching a file
• Inserting a separating line
• Inserting page breaks

The post Inserting your questions appeared first on SnapSurveys.

1. Starting in Your work, select the folder where you want to create the new survey.

2. Click on the New Item button in the Summary page.

This shows a list of one or more survey templates to choose from.

Selecting a survey template

The survey template creates an initial layout for your questionnaire, which can include questions, formatting and your organisation’s branding.

Snap XMP supplies a number of pre-defined survey templates. The survey templates are organised in groups of similar templates. Survey templates that are specific to your organisation are available in the Your templates group.

1. Select the survey template group to view the available survey templates. When the list opens, it shows the group you selected last.

2. Select the survey template you wish to use. If you need help finding a survey template, hover over the template icon to see an enlarged image.

3. Click Next, then in Survey name, enter a name for the new survey.

4. Click the Create survey button. This creates the survey and opens it in the Build section ready to start building your questionnaire.

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