{"id":3582,"date":"2020-12-02T10:51:40","date_gmt":"2020-12-02T10:51:40","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=3582"},"modified":"2023-10-05T14:23:15","modified_gmt":"2023-10-05T13:23:15","slug":"setting-up-logins-for-online-surveys","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-logins-for-online-surveys\/","title":{"rendered":"Setting up logins for online surveys"},"content":{"rendered":"\n<p>\n  This section shows you how you can set up logins for participants that allow them to join the survey. The logins can be entered manually by the participant or automatically by setting up a unique link to the survey that will log in the participant when they click on it.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a database link with logins<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   Open the survey in <strong>Snap XMP Desktop<\/strong>. <\/li>\n\n\n\n<li>   Click <strong>Database Links<\/strong>    <img decoding=\"async\" width=\"26\" height=\"27\" class=\"wp-image-3583\" alt=\"DatabaseLinkIcon.PNG\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/databaselinkicon-png-1.png\">   on the toolbar or select <strong>File | Database links<\/strong> to display the <strong>Database Links <\/strong>dialog box. <\/li>\n\n\n\n<li>   Click <strong>New<\/strong> to create a new database link. The <strong>Database Linkage Wizard<\/strong> is displayed. <\/li>\n\n\n\n<li>   Select the <strong>Online Invites\/Logins\/Seeding<\/strong> radio button as the <strong>Linkage Type<\/strong>. This is the default option. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"264\" height=\"217\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/2-linkagetype-png-1.png\" alt=\"Create a database link for uploading participants\" class=\"wp-image-3584\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>\n  Click <strong>Next<\/strong> to move to the <strong>Select Database<\/strong> page.\n<\/li>\n\n\n\n<li>\n  Here you can select the link to your participants\u2019 data. This will depend on the format in which your data is stored.\n<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\n    Click <strong>Select Database File<\/strong> and browse to the Excel or MS Access file containing the participants\u2019 data. This needs to include a unique id, such as a username or login id.\n  <\/li>\n<\/ul>\n\n\n\n<p>\n  OR\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\n    Click <strong>Build Data Link <\/strong>to build a link to an Oracle or SQL Database with the same information.\n  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"562\" height=\"295\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/selectdatabase-png-1.png\" alt=\"Select the database file or build a database link\" class=\"wp-image-3585\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/selectdatabase-png-1.png 562w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/selectdatabase-png-1-300x157.png 300w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>\n  The <strong>Select the Table to<\/strong> <strong>use<\/strong> drop-down automatically displays a table name. If this is not the table you require, select a different table from the list. If you wish to filter the respondents so that this survey is only available to some members of the database, set an appropriate filter in the <strong>Where condition <\/strong>box. Click <strong>Next<\/strong>. \n<\/li>\n\n\n\n<li>\n  On the next page you need to choose whether you will send email invitations to ask participants to complete your survey and whether participants will log in. Select the option <strong>Log in respondent. <\/strong>Click <strong>Next<\/strong>.\n<\/li>\n<\/ol>\n\n\n\n<p>\n  Setting up an email invitation is described in the section <strong>Setting up email invitations for online surveys<\/strong>.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"546\" height=\"428\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/6-selectlogin-png.png\" alt=\"Log in respondents\" class=\"wp-image-3586\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/6-selectlogin-png.png 546w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2020\/12\/6-selectlogin-png-300x235.png 300w\" sizes=\"(max-width: 546px) 100vw, 546px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\">\n<li>   When you select <strong>Log in respondent<\/strong>, you have further options available.  <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><p><strong>Option<\/strong>\n<\/p><\/td><td><p><strong>Description<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  Send email invitations and reminders\n<\/p><\/td><td><p>\n  Select this if you want to send emails to the participants that invite them to or remind them of the survey. When you have this option selected and click <strong>Next <\/strong>the Email editor page is displayed. This is covered in the section <strong>Setting up email invites for online surveys<\/strong>.\n<\/p><\/td><\/tr><tr><td><p>\n  Seed database data into questionnaires\n<\/p><\/td><td><p>\n  This allows the participants\u2019 data from the data file or database to be automatically shown when the participant opens the questionnaire. This is covered in further detail in section <strong>Seeding the questionnaire with data for online surveys.<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  Identify respondents in the response data\n<\/p><\/td><td><p>\n  This enables a Researcher to be able to identify the participant from the response data they have submitted.\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\">\n<li>\n  Click <strong>Next<\/strong> and you will see a summary of what the database link does. \n<\/li>\n\n\n\n<li>\n  Enter a name for the link and click <strong>Finish<\/strong>.\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>This section shows you how you can set up logins for participants that allow them to join the survey. The logins can be entered manually by the participant or automatically by setting up a unique link to the survey that will log in the participant when they click on it. Creating a database link with [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[40],"epkb_post_type_1_tag":[],"class_list":["post-3582","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-publish-distribute"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting up logins for online surveys | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/setting-up-logins-for-online-surveys\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting up logins for online surveys | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"This section shows you how you can set up logins for participants that allow them to join the survey. 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