In Snap XMP Desktop, you can change the appearance of the drag and drop question.

Drag and Drop options

1. In Snap XMP Desktop, open the survey in the Survey Overview. This opens the questionnaire in the Questionnaire window.
2. Select the top row of the drag and drop question that you want to change.
3. Select Show from the toolbar topic menu.
4. Select As Drag and Drop from the next drop-down.

Changing the drag and drop type

You can change the type of drag and drop question choosing from Rank or Categorize.

Changing the panel colours

1. Click on the Options button. This opens the Drag and Drop options dialog where you can customise the appearance of the question.

2. Select a colour for the source panel. This changes the panel containing the choices.
3. Select a colour for the target panel. This changes the panel containing the answers.
4. Click OK to save the changes.

During the interview the drag and drop question question is shown with the selected colours.

Show the ranking number

This option is only available for Drag Rank questions. This lets the respondent easily see the rank order of their answers.

1. Click on the Options button. This opens the Drag and Drop options dialog where you can customise the appearance of the question.
2. Select Show Ranking Numbers to show the rank order during the interview. Clear Show Ranking Numbers if you do not want to show them.
3. Click OK to save the changes.

When the respondent drag and drops an answer they will see the rank number at the start of the label.

Changing the text background colour

1. In the Questionnaire window, select the drag and drop question to change all the rows, or select an individual row to change that row only.
2. Select Background in the topic drop-down.

3. In the next drop-down, select the Grid Label area to apply the background.
4. Click the Colour button, and select a colour from the palette.

The background of the text is shown in the selected colour and is also used as the background in the target panel.

Changing the text colour

1. In the Questionnaire window, select Font in the topic drop-down list.
2. Select the whole question, an individual row, text, or position the cursor at the start of the change.

3. Select a colour in the drop-down list.

The post Customize drag rank and drag categorize appeared first on SnapSurveys.

Snap XMP comes with the messages in a number of different languages. The messages are shown in the language of the current edition.

Click Select to load another file of messages, this can be one supplied with Snap XMP or one created by your organisation.

The list of text strings show text that is used in your current survey. When you select a message, the message is available to edit in the Current text box. The default original English message is shown for reference.

The Insert button > lets you add variables {question} for the question name, {pattern} for the pattern name, {min} for a minimum value, {max} for a maximum value and {num} for a specific number of values.

Click OK to save changes to the messages for all editions using this language in the survey.

If you want to save the changes to use in other surveys, you can create a new file by clicking Save As. Enter a unique file name and save. This may require permission from your organisation.

The post Use custom warning and error messages appeared first on SnapSurveys.

Button options

1. In Snap XMP Desktop, open the survey in the Survey Overview. This opens the questionnaire in the Questionnaire window.
2. Select the buttons question that you want to change.
3. Select Show from the toolbar topic menu.
4. Select As Buttons from the next drop-down.

5. Click on the Options button. This opens the Code labels as buttons dialog where you can customise the appearance of the buttons.

Choose the colours

You can change the text and background colours displayed for both the unselected and selected labels.

1. Click the colour drop down to select the text or background colour.
2. Select the colour or click More Colours to create custom colours.
3. Click OK to save the changes.

Check that the colours are correct by previewing the questionnaire.

Choose the border

You can choose whether to show a border around the active code label, and set the properties of the border style.

1. Select the Use border check box. This enables the border options.
2. There are 4 border style options
   • Rounded border gives a round shape at the each end of the border.
   • Add margins adds space around the code label text.
   • Text only changes the border width to the width of each code label text.
   • Reduce width decreases the code label size to the largest text width of the code labels.
3. Choose the border colour that is shown when labels are selected or unselected.
4. Click OK to save the changes.

Check that the border appearance is correct by previewing the questionnaire.

The post Customize buttons 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.

Changing the appearance

The appearance of the carousel can be changed in the same way as other questions. You can change:

• Background color of the carousel cards
• Font of the question, grid label and box text
• Box style of the answers

Changing the background

The background colour of the carousel cards is determined by the background colour of the grid label.

1. In the Questionnaire design window, select the rows of the grid or semantic scale question.
2. Select Background in the Toolbar Topic list.
3. Select Grid label in the next drop-down menu.
4. Click the Color button and choose a background colour then click OK

5. Click Publish  icon on the Questionnaire toolbar.
6. In Method, select Preview only then click the Publish button. This launches a test version of the questionnaire in a web browser. Note that the colour of the cards is the same as the background color of the grid label.

Changing the font

1. Select the grid label then select Font in the Toolbar Topic list.
2. Select the font options for the text.
3. Repeat for each grid label, as required.

4. Click Publish  icon on the Questionnaire toolbar.
5. In Method, select Preview only then click the Publish button. This launches a test version of the questionnaire in a web browser. Note that the text of the cards uses the font set for the grid label.

Changing the box style

1. In the Questionnaire design window, select the rows of the grid or semantic scale question.
2. Select Boxes in the Toolbar Topic list.
3. Select Images in the next drop-down menu.
4. Click the Images button and choose a box style then click OK

5. Click Publish  icon on the Questionnaire toolbar.
6. In Method, select Preview only then click the Publish button. This launches a test version of the questionnaire in a web browser. Note that the answer selection options under the carousel cards use the box style.

The post Enhance Carousels appeared first on SnapSurveys.

Changing the background color

1. In Snap XMP Desktop, open the survey in the Survey Overview. This opens the survey in the Questionnaire window.
2. Select Background in the topic drop-down.
3. In the next drop-down, select the area to apply the background. To apply the background to the entire question, select (All). To apply the background to the all pages, select (Page).
4. Click the Colour button, and select a color from the palette.

Adding a picture to the background

1. Select Background in the topic drop-down.
2. In the next drop-down, select the area to apply the background. To apply the background to the entire question, select (All). To apply the background to the all pages, select (Page).
3. Click the Picture button. This displays the Picture dialog.
4. Select a picture from the file name drop-down or click Browse to browse for the picture file. The picture path name is shown in the drop-down. Click Remove to clear the picture.

5. You can align the picture horizontally using the Horizontal drop-down, with Left, Centre and Right options. You can align the picture vertically using the Vertical drop-down, with Top, Centre, Bottom options.
6. The area assigned for the selected part of the question determines the size of the picture. For an online edition you can select Tile or Fixed to repeat or fix the image. For a paper edition you can select Stretch or Fit to resize the image or Tile and Zoom to repeat or scale the image. This can be done both horizontally and vertically.
7. If available, you can colourize the GIF file by selecting a color from the drop-down.
8. Click Zoom and enter a percentage value to resize the image in the background.
9. Click OK to save the changes.

The post Customize the background appeared first on SnapSurveys.

Navigation buttons let the respondent move through the pages of the questionnaire, and submit their response when they have completed it.

In Snap XMP Desktop, you can choose

• the button design
• which buttons to show on a page
• whether to include a progress bar
• the progress bar design
• whether to show the toolbar area
• the colour of the buttons, progress bar and toolbar area

Changing the buttons appearance

1. In Snap XMP Desktop, open the survey from the Survey Overview window. This opens the Questionnaire window.
2. In the Questionnaire window, click Questionnaire properties  .
3. Select Buttons  in the Section panel to display the buttons settings.

4. In the Button list, select the button that you want to change.
   • Select the Use in survey checkbox to show the navigation button.
   • In Text, enter the text shown on the button.
   • In Alt text, enter the alternative text, which is also used as the hover text.
   • In Pages, choose which pages the button should appear.
5. Use the Up and Down buttons to set the order the buttons are shown.
6. Use the Alignment to position the navigation buttons on the page.
7. Click Design to choose a style for your buttons. This opens the Navigation Design dialog.

8. Choose the button colour and focus colour. Click Select Design to select the design to use for all buttons.
9. Select Use Progress Bar, if you want to show a progress bar. Click Select Bar to select the design to use for the progress bar.
10. Select Use Toolbar, if you want the navigation area to be visible.
11. Click OK to save the changes to the design. This returns to the Button settings. Click OK again to save all the changes.

The post Enhance the navigation buttons appeared first on SnapSurveys.

Importing the language translation file

Before importing the translation, check your translated text file to make sure it has the same number of lines as the original, and all the lines in capitals are the same as in the original file.

For the import you will need both the original exported file and the translated file.

1. Open the questionnaire in the Questionnaire design window. When you import the translated file this creates a new language edition of your questionnaire.

2. Select File|Translation to open the Translation Wizard dialog.
3. Select Apply External Translation in the Action drop-down and click Next.

4. Select the original language as the Reference Language. This is English in our English to Spanish example.

6. Set the File name for the Reference Language to the survey exported file
7. Select Add Language as the translation language. This adds a new language edition to your questionnaire. (If you already have the correct language in your questionnaire, just select it in the list.)

8. The Define Language dialog opens. Set the language name in the Name list and click OK.

9. Set the File name for the Translation language to the translated text file.
10. Click Start.
11. When the translation import finishes, you will see a report window. This shows the report on a question with numerals, where the numbers are the same in both languages. If you want to keep a copy of the report, click Send To to save it to a file.
12. Click OK to clear the window.
13. This adds the translated language to your questionnaire. Click on the new edition tab to display it. By default, a language question is inserted at the beginning of the questionnaire, allowing the respondent to select the language they would like to use. You can edit this language question.

The post Apply a language translation file appeared first on SnapSurveys.

Add a language edition

1. In the Survey Overview window, open the survey in Questionnaire Design mode.
2. Click Editions and Style Templates  in the Questionnaire toolbar. This opens the Editions and Style Templates dialog, which lists all the current questionnaire editions.

3. Click the Language button to open the Languages dialog.
4. Click Add to open the Define Language dialog.
5. In the Name list, select the language that you want to include.

6. Click OK. This returns to the Language dialog.
7. In the Language dialog, select Swap keyboard layouts to change the keyboard layout when you switch between language editions. (This will only have an effect if you have added the new language to your computer using the Languages settings.)

8. Click OK to save and return to the Editions and Style Templates dialog. Click OK to return to your questionnaire.
9. A new tab appears at the bottom of the questionnaire, showing the new language edition for each mode.

Making the language changes to the new edition

1. In the Questionnaire Design window, select the first new language edition tab. The text that you enter in this language edition will automatically appear in the other editions for the same language.
2. Select a question to translate. The question displays the English text in pale grey to show you what you need to translate.

3. Select the question text box and type or paste in the translation. You do not need to select or delete the grey text. It will disappear as soon as you write in the box.

4. Repeat for the code labels and the other questions until your questionnaire is complete.

The post Include an additional language appeared first on SnapSurveys.

Adding an edition

1. In Snap XMP Desktop, open the survey in the Survey Overview window. This opens the questionnaire in the Questionnaire window.
2. In the Questionnaire window, click Editions and Style Templates   .
3. Click the New button to open the New Survey Edition dialog.

4. In Edition Name, enter an name that identifies this edition. You must choose a name that is unique in the questionnaire.
5. In Publication, select the publication medium details from the drop-down list. The choices are Snap Online, Paper and Scanning.
6. Select Copy Style from then select an edition already in the questionnaire that you want to copy the styles from, or select Load Style to select a template to load styles from.
7. Click OK. The editions list shows the new edition of the questionnaire.
8. Click OK to return to the Questionnaire window.

9. If you have multiple languages in your questionnaire, the new edition will have a tab for each language.

Laying out the questionnaires for different devices

The editions can differ in the way they look and the way they are laid out, but their variables, routing and the publishing settings must remain the same. The publishing settings include the interview, paradata and data link settings.

You can choose to show or hide different items in the different editions. This allows you to tailor the text and images according to the device or paper size. Including extra page breaks helps to reduce scrolling on small screens.

Making the following changes helps to improve the experience on small screens and mobile devices

• Keep the text of questions and the codes as brief as possible.
• Change large grid questions to display as Carousels or split large grid questions into several smaller grids.

Showing and hiding questions

If you want to have less text in one edition of your survey, you can provide different versions of the text, and show the one that is appropriate for that edition.

1. Create the different instructions or questions.
2. Right-click the item you wish to hide and select Hide Variable in the dropdown list.

3. Change to the other editions by selecting the appropriate tab at the bottom of the screen.

4. Repeat the process to hide the text or questions that you do not want in each edition.
5. Click  to save the changes to the questionnaire.

Remember that you will need to change the routing if you route through hidden questions.

The post Include another publication appeared first on SnapSurveys.

You can enhance your project using the email alert feature, which is available in the Snap XMP Desktop app.

Information you will need

Before you set up the email alert you will need:

• The email address that you want to sent the email alert to, such as, the sales team.
• The text of the email, which can include information from the response.
• The conditions that trigger an email alert, such as, the customer has requested the brochure.
• The email format, which can include plain text or HTML format. HTML emails let you include text formatting and variable fields, whereas plain text improves accessibility.

Open the questionnaire

1. Click Survey Overview  on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
2. Select Online surveys  to show all the online surveys available.
3. For an online survey, click > to expand the folder containing the survey, if required.

4. When you have found the survey, double click on the survey name to open the survey. Alternatively click on the survey name once to highlight it and then click  or press Enter to open the survey.
5. This opens the Survey Details dialog, which shows the name, title and other notes for the survey. The survey name cannot be changed but the Title and comments can be edited, if required.

6. Click OK. The Survey Overview window closes and, by default, the questionnaire opens in the Questionnaire window. You can now edit the questionnaire.

Create an email alert

1. In the Questionnaire window, click Questionnaire Properties   on the toolbar. This opens the Questionnaire Properties dialog.
2. Select Alerts in the Section panel to display the email alerts.

3. Click the New button to create a new alert. This opens the Email Alert dialog.

Add the alert condition

The condition is the rule that must be satisfied in order to trigger the alert and send the email. The rules are written as expressions which are either true or false. For example, Q10 = 1, which is true if the respondent has selected the first answer in a single choice question, named Q10.

Enable or disable the alert

The Enabled checkbox determines if the email alert is active or not. Enabled is selected, by default, meaning that the email alert is active.

If you wish to disable the alert, clear the Enabled checkbox. The email alert will not send an email when it is disabled.

Create the alert message

1. Select the use HTML box to use HTML formatting, including font type, style and colour, or any HTML code.
2. In To, enter the address of the person who will receive the email. If you wish to send to multiple recipients, separate each email address with a semi-colon. You can also use the Insert button to insert an email address variable from the questionnaire, allowing the alert to dynamically populate the email address using text substitution. In this way, the respondent could receive an email alert confirming their response submission. The field will show the variable in curly brackets {}.
3. In From name, enter the sender name for the email.
4. In Subject, enter the subject of your email in the Subject field.
5. Enter the content of the email. You can use the Insert button to insert variable fields from the questionnaire (for example, the date, site, etc) in the email body as well as the To, From name and Subject fields. If you insert the answer for a coded question it will display the appropriate answer label. The variable field has curly brackets {} to show that it is a variable.

8. Click OK to save your settings. The alert is added to the list of alerts

Publishing the questionnaire

You will need to publish your questionnaire for the email alerts to become active. The email will be sent each time a respondent submits a response that meets the email alert condition.

The post Enhance with Email Alerts appeared first on SnapSurveys.