Upgrading to Snap XMP Archives | SnapSurveys Support documentation for Snap Surveys products Mon, 04 Nov 2024 12:35:20 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.5 https://www.snapsurveys.com/support-snapxmp/wp-content/uploads/2020/07/favicon-32x32-1.png Upgrading to Snap XMP Archives | SnapSurveys 32 32 Moving Snap 11 surveys to Snap XMP (video) https://www.snapsurveys.com/support-snapxmp/snapxmp/moving-snap-11-surveys-to-snap-xmp-2/ Thu, 12 Sep 2024 11:00:11 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=12323 The post Moving Snap 11 surveys to Snap XMP (video) appeared first on SnapSurveys.

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European survey templates https://www.snapsurveys.com/support-snapxmp/snapxmp/european-survey-templates/ Wed, 26 Jul 2023 15:28:37 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=9664 Use these instructions to download and install the European survey templates that include a combination of Dutch, French and English languages.

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The European survey templates are available to download for customers wanting to use a combination of Dutch, French and English languages. By following the instructions, you will be able to select the survey templates when creating new surveys, in both Snap XMP Desktop and Snap XMP Online.

Two versions of the New Survey dialog, the left one is from Snap XMP Desktop and the right one is from Snap XMP Online

In Snap XMP Online, the survey templates are available by selecting User Templates.

Downloading the European survey template files

Click here to download the European survey templates zip file.

The zip file contains the following files:

Snap XMP Desktop Reference SurveyPak

  • Reference SurveyPak (Reference.wdf)

Survey Templates (TMDF files)

  • Dutch Blank Template
  • Dutch Blank Template with English
  • Dutch Blank Template with English and French
  • French Blank Template

Thumbnails (PNG files)

  • Dutch Blank Template
  • Dutch Blank Template with English
  • Dutch Blank Template with English and French
  • French Blank Template

Extracting the files from the zip file

The zip file (dutch-templates.zip) is downloaded to the default download folder set on your device.

  1. In File Explorer, select the zip file (dutch-templates.zip), right-click then click Extract All on the menu.
  2. Enter the destination folder. The files in the zip file will be extracted to this folder.
  3. Click Extract to extract the survey template files to the destination folder.

Replace the supplied Reference SurveyPak

The Reference SurveyPak is used in Snap XMP Desktop and provides the list of Snap XMP survey templates that you select from when creating a new survey.

  1. The download zip file contains the Reference SurveyPak file, Reference.wdf, and this is located in the extraction destination folder.
  2. Prior to replacing the Reference SurveyPak file, you may wish to back up the existing Reference.wdf file at C:\Users\Public\Documents\Snap Desktop to another folder. If you rename the existing Reference.wdf file and then copy the new file you will see the survey templates from both reference files, which may include duplicates.
  3. Copy the file named Reference.wdf from the extraction destination folder to C:\Users\Public\Documents\Snap Desktop.
  4. Open Snap XMP Desktop then click on the Reference ReferenceIcon.png icon on the main toolbar. This opens the Reference window.
  5. Select the Reference SurveyPak and check that the Templates folder includes the new survey templates.
Reference window with a red box highlighting the Templates folder containing the European templates

Import the survey templates in Snap XMP Online.

The survey templates provided, can be imported to Snap XMP Online, via Snap XMP Desktop, where you can use them to create a new survey.

  1. The download zip file contains the survey template files, and these are located in the extraction destination folder. The files have the extension TMDF.
  2. Copy the survey template files from the extraction destination folder to the default Snap Desktop folder, C:\Users\Public\Documents\Snap Desktop or another location, as required.
  3. Open Snap XMP Desktop then click on the Survey Overview SurveyOverviewIcon.png icon on the main toolbar. This opens the Survey Overview window.
  4. Click on the Offline Surveys OfflineSurveysIcon.png icon on the Survey Overview toolbar. You will see the downloaded survey templates. You may need to browse to the location of the downloaded survey templates, if they are not shown.
The Survey Overview window showing the offline surveys
  1. Click on the Online Surveys icon on the Survey Overview toolbar. This shows all the online folders and surveys.
  2. We recommend that you create a folder for your survey templates, if you do not already have one. Select the folder where you want the templates folders to go, then right-click to show the pop-up menu. Click New Folder and enter the name of your new folder, such as ‘Templates’. Click OK to create the folder.
  3. In the survey list area, right-click to show the pop-up menu. Click Import Survey/Template. This opens the Import Survey or Template window.
The Import Survey or Template dialog
  1. Click Browse then select a survey template file to import. To reduce the number of files to search, select ‘Templates’ in the Files of type drop-down. Click Open to return to the dialog.
  2. Click OK and select the location folder.
  3. Click OK to import the survey template.
  4. Repeat this for each survey template that you wish to import.
The Survey Overview window showing the imported European templates

Upload the survey template thumbnails

You have the option to download the thumbnails associated with each survey template, which can help users identify the survey template when they are creating a new survey.

  1. Log into Snap XMP Online.
  2. In Your work, open the folder containing the survey templates and select the first survey template. This displays the Summary section where you can upload the thumbnail.
  3. Click the Upload thumbnail button to display the Upload thumbnail dialog.
The Snap XMP Online Template Summary section with a red box highlighting the Upload thumbnail button
  1. Click the Select file button to select the thumbnail image. The download zip file contains the thumbnail files, and these are located in the extraction destination folder. The files have the extension PNG. Select the PNG image that has the same name as the survey template.
The Upload thumbnail dialog with a red box highlighting the Select file button
  1. Click Open and the thumbnail image is displayed in the Summary section.
The Snap XMP Online Template Summary section displaying the uploaded thumbnail

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Setting up new Snap XMP Online accounts https://www.snapsurveys.com/support-snapxmp/snapxmp/setting-up-new-snap-online-accounts/ Tue, 11 Jul 2023 12:58:36 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=9596 To share a survey with interviewers or results with analysts, you will need to assign them permissions to the survey or folder. This means that each person you want to be an interviewer or an analyst must have their own Snap Online account. If they do not already have an account created in Snap Online, they can […]

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To share a survey with interviewers or results with analysts, you will need to assign them permissions to the survey or folder. This means that each person you want to be an interviewer or an analyst must have their own Snap Online account. If they do not already have an account created in Snap Online, they can create an account with the associated permissions.

Click on the link for the type of Snap Online account that you want, this will show details on how to create the account. When creating the account make sure to use the links for the correct server, that is either the UK server or the US server.

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Features list comparing Snap XMP products https://www.snapsurveys.com/support-snapxmp/snapxmp/features-list-comparing-snap-xmp-products/ Thu, 29 Jun 2023 08:33:49 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=9309 This list of features compares those features available with the full Snap XMP suite of products, including Snap XMP Desktop, Snap XMP Online and Snap XMP Offline Interviewer to the feature when only using the online products Snap XMP Online and Snap XMP Offline Interviewer. Create Dynamic, Engaging Surveys Getting started Product Feature Full Snap […]

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This list of features compares those features available with the full Snap XMP suite of products, including Snap XMP Desktop, Snap XMP Online and Snap XMP Offline Interviewer to the feature when only using the online products Snap XMP Online and Snap XMP Offline Interviewer.

Create Dynamic, Engaging Surveys

Getting started

Product FeatureFull Snap XMP suiteSnap XMP Online only
Use the templates provided and automatically create editions for PC, tablet, smartphone and paperYesYes
Select from the wide choice of question styles – drop down, drag and drop, carousels, grids, single response, multiple response, quantity, text, time, date, free-text and semantic scalesYesYes
Access the question libraryYes
Adding additional languages to multi-language questionnairesYes
Use multi-language templatesYesYes
Use the Editor in Snap Online to both create surveys from scratch and make changes on the moveYesYes
Automatic synchronisation at all times between Snap Online and Snap DesktopYesN/A
Collaborate with colleagues by sharing both individual surveys and folders containing multiple surveysYesYes

Add Visual questions

Product FeatureFull Snap XMP suiteSnap XMP Online only
Answer sliders, including smiley sliders and quantity slidersYes
Drag and drop ranking and categorizing questionsYesYes
Clickable images such as star ratings, UK and US regional mapsYes
Carousel grid questionsYesYes
Add multimedia video or sound clipsYes
Use a calendar input for date responsesYesYes
Add a keypad for numeric and a keyboard for alphanumeric responsesYes
Add a digital clock for time responsesYesYes

Enhance the Response controls

Product FeatureFull Snap XMP suite Snap XMP Online only
Make questions optional or mandatoryYesYes
Specify a minimum or maximum number of answers for multi-choice style questionsYesYes
Specify character limit and character format for answers given to open ended questionsYesYes
Rank items according to order of preferenceYesYes
Calculate values and store totalsYesYes
Reorder code labels into alphabetical sequence YesYes
Create custom format patterns to customize editing of data inputYes
Use patterns to ensure data accuracy, e.g. for US ZIP codes and UK postcode, or for email addressesYesYes
Add exclusivity of answers for multiple response questionsYesYes
Auto answer questions if masking leaves only one answer choiceYesYes

Add Question routing / Skip patterns

Product FeatureFull Snap XMP suiteSnap XMP Online only
Skip to a subsequent question depending on answerYesYes
Skip to a subsequent question regardless of answerYesYes
Show routing instructions on the questionnaireYesYes
Conditionally show question/text fieldsYesYes

Randomize elements of the questionnaire

Product FeatureFull Snap XMP suite Snap XMP Online only
Randomly order answer codesYesYes
Randomly order questions in a grid, such as rating scale questionsYesYes

Mask individual Answers

Product FeatureFull Snap XMP suite Snap XMP Online only
Dynamically mask answer choices based on earlier replies givenYesYes
Permanently mask answer choices (e.g. for “Not Applicable” in rating grid)YesYes
Auto answer questions if masking leaves only one answer choiceYesYes

Text substitution / Piping

Product FeatureFull Snap XMP suiteSnap XMP Online only
Feed answers given to single response questionsYesYes
Feed answers given to multiple response questionsYesYes
Feed answers given to open style questionsYesYes
Feed answers into questions areas of a grid (rating/matrix/style)YesYes

Add your own Branding and Design

Product FeatureFull Snap XMP suiteSnap XMP Online only
Custom URLsYesYes
Custom HTML snippetsYes
Customise warning and error messagesYes
Use images in place of text for question and answer labelsYesYes
Background imagesYes
Variety of formatting options (e.g. Custom colours on buttons)Yes
Supports most image formats (e.g. JPEG, GIF, PNG, Bitmap)YesYes

Link to an External Database

Product FeatureFull Snap XMP suiteSnap XMP Online only
Pre-populate the survey with known information, such as address, name or demographic infoYesYes
Route questions based on information from a databaseYesYes
Automatically update your database with new or amended informationYes
SQL and MS Access databases supported in addition to Excel filesYes
Automatically display questionnaires in a participant’s preferred language (or give the option to choose a language)YesYes

Share your questionnaire content

Product FeatureFull Snap XMP suiteSnap XMP Online only
Drag and drop questions from other surveysYes
Build your own question libraries in any languageYes
Export/import question and answer text for easy translationYes
Clone existing surveysYesYes
Collaborate with colleagues to share both surveys and foldersYesYes

Advanced Features in Questionnaire Design

Product FeatureFull Snap XMP suite Snap XMP Online only
Survey format automatically optimised for desktop PC, browser, tablet and smartphoneYesYes
Drag-and-Drop facility to turn grid questions into a more interactive and engaging formatYesYes
Incorporate calculations into a surveyYesYes
Count the number of characters for open style questionsYes
Specify a web page to go to after submittingYesYes
Participants can attach their own files such as a CV, a photo or a signatureYesYes
Record audio responses to sections of a surveyYes
Send email alerts, triggered in the event of a specific reply or repliesYes
Add page countdown timers, perfect for quizzes and timed tests Yes
Create a WC3 accessible versionYesYes
Add placeholder textYes
Place questions side by side with either a compound grid or inline questionsYesYes

Distribute Questionnaires and Collect Data

Preparation of paper surveys

Product FeatureFull Snap XMP suite Snap XMP Online only
Print paper questionnaires in a range of layouts and sizes, including bookletYesYes
Preprint unique ID or reference numbers on individual questionnairesYes
Preprint address information to fit window envelopesYes

Schedule the Interview Process

Product FeatureFull Snap XMP suiteSnap XMP Online only
Automate interview start and finish datesYesYes
Schedule SMS or email invitations and remindersYesYes
Link to an external file of ParticipantsYesYes
Personalise invite and reminder text with fields from an external databaseYesYes
Send invite and reminder messages as plain text, HTML email or SMS textYesYes
Send with custom name to reflect your organization’s brandingYesYes
Include “Opt out” for invite and reminder messageYesYes
Allocate secure participant logins (permitting single or multiple survey completions)YesYes
Specify unique survey list for individual mobile devices or interviewersYesYes
Monitor the Audit log for details of all changesYesYes

Collect the replies – Online and offline

Product FeatureFull Snap XMP suite Snap XMP Online only
Collect responses from web based surveys as well as data captured for offline surveys on tablets and smartphonesYesYes
Save fully completed questionnaires as well as partial repliesYesYes
Ability to review partial dataYesYes
No limits on the amount of free-text collectedYesYes
View responses in either Snap Online or Snap DesktopYesYes
Ability to attach documents and photos to completed surveysYesYes
Encrypt survey data on mobile devices and during transmissionYesYes
Facility to record time, date for each interviewYesYes
Geolocation facility to record location coordinates for each interviewYes
Pre-populate questions with data from an external databaseYesYes
Send responses from a survey into another surveyYesYes

Collect the replies – Scanning of paper questionnaires

Product FeatureFull Snap XMP suite Snap XMP Online only
Optical Mark Recognition (OMR) for tick box questionsYes
Optical Character Recognition (OCR) for pre-printed character recognitionYes
Intelligent Character Recognition (ICR) for hand written responsesYes
Scans single and double sided paper surveysYes
Special paper is NOT requiredYes
Calibration and deskew capabilityYes
Automatic re-orientation of incorrectly scanned pagesYes
Works with network-attached as well as PC-attached scannersYes
Preprinting of data from database on paper surveys is supportedYes
Automatic recognition of multiple choice replies, numbers as well as written handprinted textYes
Automatic recognition of both altered and crossed-out repliesYes
Automated reporting of case status (i.e. scanned, detected or cleaned)Yes
Verify accuracy of data entryYes
View data entry statistics (e.g. accuracy, cases input per minute)Yes
View interview statistics (e.g. time, duration)Yes
Edit individual cases in Snap DesktopYes
Opt to spell-check free text responses Produce Scanned Image Report of scanned free-text repliesYes

Advanced features in Data Collection

Product FeatureFull Snap XMP suiteSnap XMP Online only
Generation of a QR code for each designed surveyYesYes
Set up Group Questionnaires, where participants repeatedly complete the same questionnaire, but with a different subject each time (e.g. Course and Instructor evaluations or 360 surveys)YesYes
Add quota controls and screen outsYes

Powerful Analysis and Intelligent Reporting

Analysis as Survey reports

Product FeatureFull Snap XMP suite Snap XMP Online only
Questionnaire Report – a top-level summary of results that’s available for every surveyYesYes
Summary Report – view the results in more detail – available for every surveyYesYes
Summary Tables – view the results in tables, easily add a standard break – available for every surveyYesYes
Summary Dashboard Report – dashboard style view of the summary reportYesYes
Scanned Image Report – to present an exact image of all scanned free-text repliesYes
Smart Reports – create dynamic and repeatable Smart Reports, tailored specifically to the readerYes

Analysis as tables and charts

Product FeatureFull Snap XMP suiteSnap XMP Online only
Create frequency tablesYesYes
Create crosstab tablesYesYes
Include multiple breaks in crosstab analysesYesYes
Include/exclude missing values (e.g. ‘No Reply’) in percent calculationsYesYes
Multiple chart styles, including bar, pie, line and radar – all fully customisableYesYes
Word Clouds to summarize text responsesYesYes
Produce a printed list of text responsesYesYes
Filter results to find out how different groups answered specific questionsYesYes
Contextualised analysis to provide individual report to the unique perspective of the reader.YesYes
Reorder and simplify your data, e.g. combine ‘Good’ and ‘Very good’ responses in a rating scale in a single new category – ‘Positive’Yes
Add weighted responsesYes
Apply RIM weightingYes
Incorporate mean scoringYes
Overlay images with survey results, e.g. regional mapsYes
Analyse by date – specify date periods, e.g. week, month, quarter, year or by day, day of the week, day of the monthYesYes
Analyse by time – specify time periods, e.g. hour, minute, secondYesYes
Analyse by format – e.g. multi-mode and multi-language versionsYesYes
Show results in context – e.g. to compare satisfaction scores for one rated service against the combined results for all other rated servicesYes
Comparative and historical benchmarking in the form of tables and chartsYes

Analysis with Statistical testing

Product FeatureFull Snap XMP suite Snap XMP Online only
Mean, Mode, and MedianYesYes
Minimum, Maximum and RangeYesYes
QuartilesYesYes
Gap analysisYes
Standard Deviation, Variance and Standard ErrorYesYes
Average absolute deviation to standard statisticsYesYes
Sample standard deviation (N-1)YesYes
Sample varianceYesYes
Factor analysisYes
Cluster analysisYes
Z test / T test / U testYes
Skewness and KurtosisYesYes

Smart Reporting

Product FeatureFull Snap XMP suite Snap XMP Online only
Automate the production of large scale reports for readers at all levelsYesYes
Consistent branding, layout, and wordingYesYes
Provide logins for clients and colleagues to monitor survey results onlineYesYes
Output reports as PDFsYesYes
Use context to tailor reports or report batches for specific recipientsYesYes
Apply data filters to one-off Smart Reports and report batchesYesYes
Text and values from analyses inserted into report commentaryYes
Identification of high and low performing service areasYes
Recommendations for improvements and action plansYes
Benchmarks for comparison to internal, external or historical dataYes
Conditional inclusion of specific analyses, commentary or sectionsYes

Database links

Product FeatureFull Snap XMP suite Snap XMP Online only
Automatically import data from a database – including Excel spreadsheet, MS Access database, Triple-S, SPSS and SQL databasesYes
Automatically import data from a Snap surveyYes
Automatically export data to a database – including Excel spreadsheet, MS Access database, Triple-S, SPSS and SQL databasesYes
Automatically export data to a Snap surveyYes
Join multiple surveys that have the same participants but different questionsYes
API – Get survey status, export responses, getting just the latest each time. Add, edit, delete participantsYesYes

Share results with colleagues/associates

Product FeatureFull Snap XMP suiteSnap XMP Online only
Include results from paper surveys in online reportsYesYes
Individual Online accounts with appropriate permissions to access surveys / analysis / reportsYesYes
Publish results as HTML for online viewingYesYes
Copy and paste to Microsoft Office and other software packagesYesYes

Help and Support

Product FeatureFull Snap XMP suite Snap XMP Online only
HelpDesk – UK, Europe, APAC, US and CanadaYesYes
Training – Courses covering every aspect of the survey processYesYes
Resources – Worksheets, Webinar, How-To VideosYesYes

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Redirecting a WebHost survey link to a Snap XMP Online survey link https://www.snapsurveys.com/support-snapxmp/snapxmp/redirecting-webhost-survey-link-to-snap-online-survey-link/ Wed, 22 Mar 2023 10:23:51 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=8999 As part of the upgrade from Snap 11 to Snap XMP, you are able to redirect respondents from a Snap 11 Webhost survey to the upgraded version in Snap XMP Online.

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As part of the upgrade from Snap 11 to Snap XMP, you are able to redirect respondents from a Snap 11 Webhost survey to the upgraded version in Snap XMP Online. This is available for anonymous surveys only, for example, where you have printed a interview link on a poster and want to keep receiving the responses to this survey.

First, you need to upgrade the Snap 11 WebHost survey to Snap XMP Online. Once you have your Snap XMP Online survey link you can set the Redirect URL in WebHost. When you are ready to stop running the survey in WebHost, the URL redirection automatically activates so that respondents see the Snap XMP Online questionnaire. If you have responses collected in WebHost since upgrading your survey to Snap XMP Online, you can easily import them. This feature is available from Snap XMP Desktop version 12.13.

Upgrading the Snap 11 survey to Snap XMP

When moving onto using Snap XMP you need to upgrade existing Snap 11 surveys to the latest version of the Snap XMP software.

We recommend that you archive your Snap 11 survey before upgrading.

  1. Open Snap XMP Desktop and log into your Snap Online account.
  2. Click Survey Overview SurveyOverviewIcon.png on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
  3. Click Online Surveys 5.OnlineSurveysIcon.png on the Snap XMP Desktop toolbar to show the online surveys available.
  4. Right click anywhere on the list of surveys to show a pop-up menu and click Import Survey/Template. This opens the Import Survey or Template dialog.
  5. Click Browse to find the Snap 11 survey that you want to upgrade. Select the file then click Open.
  6. Select Include raw data to include the survey’s data responses. If this is disabled, then no data responses are available.
Import Survey dialog with red boxes highlighting the Browse button and the Include raw data file check box
  1. Click OK to import the Snap 11 survey. This opens the New Online Survey dialog.
  2. You can change the name and title of the survey. Select a folder location for the survey. You can add a new folder by clicking the New Folder button.
New Online Survey dialog with red boxes highlighting the New Folder button and the Location folder
  1. Click OK. This will convert the survey to Snap XMP and show the survey in the Survey Overview window.

Read more on other ways to upgrade to Snap XMP or watch our video on upgrading to Snap XMP.

Testing the upgraded Snap XMP Online survey

Once the upgrade to Snap XMP is complete, publish and preview the survey in Snap XMP Desktop or Snap XMP Online.

Make sure that the survey works as you would expect by creating test responses using the Snap XMP Online interview URL.

Customising the interview URL in Snap XMP Online

You may wish to change the URL in the upgraded survey. If you need to customise the interview URL you can do this in Snap XMP Online.

  1. In Snap XMP Online, select the survey from Your Work, then from the Summary tab, click the Collect link.
  2. In the Interview URL, click Edit interview URL Edit Interview URL icon. This allows you to change the end section of the URL link to a meaningful name, provided it is not already in use.
Interview URL field with a red box highlighting the Edit interview URL icon
  1. Enter the new name. Click Save to save the changes.
Interview URL showing the end section and a red box highlighting the tick icon used to save changes to the URL

Redirecting responses from WebHost to Snap XMP Online

Before adding the redirect URL in WebHost, start interviewing for the upgraded survey in Snap XMP Online.

Copying the Snap XMP Online URL

Copying the Snap XMP Online interview link to the clipboard makes it easier to enter the Redirect URL in WebHost.

  1. In Snap XMP Online, select the survey from Your Work, then from the Summary tab, click the Collect link.
  2. In the Interview URL, click Copy URL to clipboard to copy the Interview URL link. The Copy URL to clipboard icon is available for published surveys only.
Interview URL field with a red box highlighting the Copy URL to clipboard icon

Redirect URL in WebHost

  1. Log into WebHost.
  2. In Surveys, click the Snap 11 version of the survey.
  3. Click on the Setup tab.
Snap WebHost setup tab with a red box highlighting the Redirect URL
  1. In the Project section, enter the Redirect URL. If you have copied the Snap XMP Online URL for the upgraded survey then paste the link here.
  2. Click Save.

Testing the redirect in WebHost

  1. In the Summary tab, the interview URL and preview link are available.
  2. Use the test and preview survey link to check that the survey redirects to the new Snap XMP Online link.
Snap WebHost summary tab with a red box highlighting the Test URL link
  1. When you have checked that the redirect is working, click the Stop questionnaire link to stop interviewing on the Snap 11 WebHost survey. This will start the redirect to the Snap XMP Online survey URL.
A square next to a Stop Questionnaire link

Importing WebHost responses to Snap XMP

You may have some responses that were submitted after you upgraded the survey to Snap XMP. If this is the case, download any outstanding responses from WebHost, then import the responses into the survey using Snap XMP Desktop. Once the responses have been imported, Snap XMP Desktop will synchronize them to Snap XMP Online.

Downloading responses from WebHost

  • In the Summary tab, click on the Download Snap data link to download the outstanding data responses from WebHost.
The word Completes next to the number of downloads and a Download Snap data link

Editing the WebHost data response file

Only follow this step if you changed the survey name when you upgraded the Snap 11 survey to Snap XMP.

Prior to importing the responses, if you have changed the survey name when upgrading the survey to Snap XMP, you will need to edit the WebHost data response file and set the new survey name for the first message only.

  1. Open the WebHost data response file that you have downloaded. This is often in the Downloads folder.
  2. Open the file in a text editor, for example Notepad.
  3. On the fourth row down, you will see the line containing the survey name.
Notepad showing a Snap WebHost data response file with a red box highlighting the words ":SURVEY :=Customer Survey"
  1. Edit the survey name to show the new survey name. You only need to do this on the first response in the file.
Notepad showing a Snap WebHost data response file with a red box highlighting the words "Customer Satisfaction Survey"
  1. Save the data responses text file.

Importing the WebHost data response file

  1. In Snap XMP Desktop, open the Survey Overview SurveyOverviewIcon.png window, then open the upgraded survey.
  2. Click Data Entry DataEntryIcon.png on the Snap XMP Desktop toolbar. This opens the Data Entry window.
  3. Click File | Import on the Snap Desktop menu. This opens the Data Import window.
Data Import dialog with the format set to Downloaded responses, the folder set to c:\downloads, the extension set to txt and the Rename Files radio button is selected
  1. In Format, select Downloaded responses (TXT).
  2. In Folder, enter the folder location of the downloaded data response file. You can also use the Browse button to search for the folder. The import process scans this folder to select files which include reference to the name of the mdf file, usually this is the name of the survey.
  3. In Extension, enter ‘txt’.
  4. Select Rename Files or Delete Files to rename or delete the data response file following the data import.
  5. Click OK to import the responses into the upgraded survey.

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Moving your existing surveys from Snap 11 to Snap XMP https://www.snapsurveys.com/support-snapxmp/snapxmp/moving-surveys-from-snap-11-to-snap-xmp/ Thu, 03 Sep 2020 08:49:47 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=2339 As part of the process of moving onto using Snap XMP, learn how to transfer your existing Snap 11 surveys to the latest version of the software.

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This worksheet covers the steps required to transfer your Snap 11 surveys to online surveys in Snap XMP.

Snap XMP consists of three products:

  • Snap XMP Desktop is the latest version of Snap Surveys’ Windows based software.
  • Snap XMP Online is the new web based product that lets you build and run surveys from your web browser.
  • Interviewer is an offline survey app that lets you run an online survey, without the need for a reliable internet connection.

As part of the process of moving onto using Snap XMP you will need to transfer your existing Snap 11 surveys to the latest version of the software.

Background

In Snap XMP Desktop there are two types of survey; online surveys and offline surveys.

Online surveys are surveys that are available in both Snap XMP Desktop and Snap XMP Online. They can be organised in folders that are shown in both applications. The online surveys are kept up to date and the response data synchronized between the two applications.

Offline surveys are surveys that are available in Snap XMP Desktop only. All existing surveys from Snap 11 are available in Offline surveys in the Survey Overview window.

Prerequisites

Your Snap XMP Online account must be set up before you can use online surveys in Snap XMP Desktop.

Upgrade Paths

Once you have archived your survey there are a number of different upgrade paths depending on how you would like to run your surveys. Please choose from the following

  1. For an inactive survey that is no longer in use please use Archiving and deleting a survey that is no longer in use
  2. For an active paper survey or an active scanning survey with no online editions please use Upgrading to a Snap XMP Desktop Offline survey
  3. For an active online survey with or without a paper edition please use Upgrading to a Snap XMP Desktop Online survey
  4. For an active online survey with a database of participants please use Upgrading to a Snap XMP Desktop Online survey followed by Running the database link or using Snap XMP Online participants

Archiving and deleting an inactive survey that is no longer in use

We highly recommended that you archive the Snap 11 survey prior to upgrading.

Inactive surveys that you no longer use can be archived and then deleted. The survey can be restored if you need to access the survey at a later date.

Summary of Steps

  1. Archiving the survey
  2. Deleting the survey

Archiving the survey

  1. Highlight the survey you wish to archive in the Survey Overview window.
  2. Click on ArchiveIcon.png to access the Archive Survey dialog.
Archive the survey
  1. Snap will automatically generate a default file name and path, you can change these by clicking Browse
  2. In Options, select Include Raw Data to archive the raw data (.rdf file) as well. (If you select the raw data option, then this includesthe archive file , with extension .snpdf.)
  3. If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click Yes to replace the file.
  4. Click OK on the confirmation message.

Deleting the survey

Once you have archived your survey you can now delete the survey.

  1. In the Survey Overview window, select the survey you want to delete.
  2. Click DeleteSurveyIcon.png Delete Survey. This opens the Delete Survey dialog.
Delete the survey and survey data
  1. Select Survey definitions, which automatically selects Raw data and Temporary backup files, then click Delete.
  2. Click Yes to confirm that you want to continue with the deletion.

Upgrading to a Snap XMP Desktop Offline survey

Summary of Steps

  1. Archiving the survey
  2. Upgrading the survey

Archiving the survey

We highly recommended that you archive the Snap 11 survey prior to upgrading.

  1. Highlight the survey you wish to archive in the Survey Overview window.
  2. Click on ArchiveIcon.png to access the Archive Survey dialog.
Archive the survey
  1. The software automatically generates a default file name and path, you can change these by clicking Browse.
  2. In Options, select Include Raw Data to archive the raw data (.rdf file) as well. (If you select the raw data option, then this includesthe archive file , with extension .snpdf.)
  3. If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click Yes to replace the file.
  4. Click OK on the confirmation message.

Upgrading the survey

  1. On the Survey Overview toolbar, click Offline Surveys 6.OfflineSurveysIcon.png to show the offline surveys. The Snap 11 surveys have a status Needs upgrade (Snap 11).
Survey overview window showing the offline surveys
  1. If you can’t find the survey you want to transfer to Snap XMP, click Browse to locate your Snap 11 survey. When you find the folder containing the survey, select it and click open.
  2. In the Survey Overview window, select the Snap 11 survey that you want to transfer.
  3. Click Enter or double click the survey. You will need to confirm that you wish to upgrade in order to continue.
Upgrade survey warning message
  1. Click Yes to proceed with the upgrade.
  2. This opens the Survey Details dialog. Click OK to open the upgraded questionnaire. In the Survey Overview window the survey status shows blank rather than Needs upgrade (Snap 11).

Upgrading to a Snap XMP Desktop Online survey

Summary of Steps

  1. Archiving the survey
  2. Creating a folder to help organise the online surveys
  3. Browse to the location of the Snap 11 offline survey
  4. Clone the Snap 11 survey as a new online survey
  5. Using the online survey

Archiving the survey

We recommended that you archive the Snap 11 survey prior to upgrading.

If you are upgrading a live survey that is using WebHost we recommend that, where possible, you wait until there is break in interviewing or the survey is closed before upgrading to Snap XMP Desktop. If this is not possible then we recommend upgrading at a time when fewer people are accessing the survey.

Please note that when upgrading, the URL links for the survey will change for the survey when upgrading from WebHost to Snap XMP Online.

  1. Prior to archiving and upgrading the survey, pause interviewing in Snap WebHost and download all the response data into Snap 11. Participants will not have access while the survey is paused.
  2. In Snap XMP Desktop, highlight the survey you wish to archive in the Survey Overview window.
  3. Click on ArchiveIcon.png to access the Archive Survey dialog.
Archive the survey
  1. The software automatically generates a default file name and path, you can change these by clicking Browse
  2. In Options, select Include Raw Data to archive the raw data (.rdf file) as well. (If you select the raw data option, then this includesthe archive file , with extension .snpdf.)
  3. If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click Yes to replace the file.
  4. Click OK on the confirmation message.

Creating a folder to help organise the online surveys

Folders help to organise your online surveys. Creating your folders first allows you to create or transfer your online surveys to the place you want straight away.

  1. On the Snap XMP Desktop toolbar, click Survey Overview SurveyOverviewIcon.png which opens the Survey Overview window.
  2. On the Survey Overview toolbar, click Online Surveys 5.OnlineSurveysIcon.png to show the online surveys. When you open the online surveys for the first time there will only be a top level folder called Your work.
Survey overview window showing the online surveys
  1. Click on Your work then right click to show a popup menu and click New Folder.
Adding a new online folder in the Survey Overview
  1. In the New Folder Name dialog, enter a name for the folder. In the example, the new folder name is “Demo Surveys”.
New Folder Name dialog
  1. Click OK to show the new folder in the Survey Overview window.
Survey overview window showing the new folder in online surveys

Browse to the location of the Snap 11 offline survey

  1. On the Survey Overview toolbar, click Offline Surveys 6.OfflineSurveysIcon.png to show the offline surveys.
Survey overview window showing the offline surveys
  1. If you can’t find the survey you want to transfer to XMP, click Browse to locate your Snap 11 survey. When you find the folder containing the surveys, select it and click open.
  2. In the Survey Overview window, select the Snap 11 survey that you want to transfer.

Clone the Snap 11 survey as a new online survey

  1. On the Survey Overview toolbar, click Clone CloneSurveyIcon.png to create a copy of the Snap 11 survey. This copy is used to transfer your Snap 11 survey to the Snap XMP format, leaving the original Snap 11 survey untouched.
  2. In the Clone Survey dialog, select Online surveys to create the clone as an online survey. Select Also clone the raw data, if you want to transfer the survey with a copy of all the raw response data.
Clone survey dialog with red boxes highlighting Online Survey and Also clone the raw data
  1. Click OK to open the New Online Survey dialog. In the New Online Survey dialog, you can change the name of the survey and select the folder location for your online survey.
  2. Enter the survey name, if required (for example, Crocodile XMP).
  3. Select the folder where you want your survey to go (for example, Demo Surveys, the folder created in Step 1).
New Online Survey dialog with red boxes highlighting the Name and Location
  1. Click OK. You will see an information bar while the survey is cloned. Once complete the Survey Overview window switches to the online survey view with the new survey selected.
Survey overview window showing the cloned online survey
  1. You can now delete the Snap 11 version in the Offline surveys list.

Using the online survey

Once you have the transferred the survey, you can use the online survey in both Snap XMP Desktop and Snap XMP Online. When you log into your account on Snap XMP Online you can see the new folder and cloned survey.

Running the database link or using Snap XMP Online participants

If you have set up participants, invitations and/or seeded data for your survey you will need to run the database link. This will generate the participant and invitation data for the online survey making it available in Snap XMP Online.

  1. Select File | Database Link to display the Database Links dialog box.
  2. Select the link that you want to run.
Database links dialog showing an online survey link
  1. Click Run to generate the new participant data. The Run Database Link dialog appears.
  2. In Participants and Seeding choose Replace all participants to load all the participants.
  3. In Invites and Reminders choose Define or replace to load the invitations.
  4. Click OK to load the participant data.

You can also use Snap XMP Online to manage participants for your surveys.

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

The post Moving your existing surveys from Snap 11 to Snap XMP appeared first on SnapSurveys.

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