Create the email question

The first step is to create a short, engaging question in your questionnaire. This is usually the first question, but you may choose any question in the questionnaire.

Some examples can be an emoji style question or a thumbs up or down. Using an image-based question, created using the Show As Buttons feature, provides a visually appealing question that’s easy for the participant to answer.

When the participant responds to the question, the full questionnaire opens for them to complete and submit.

Using single response questions gives the best result, because the questionnaire opens as soon as the participant selects an answer. A map control or slider cannot be used.

Upload Participants

In order to create the email invitation and reminders, you must upload the list of participants.

Create the invitation

You can select the question to show in the email invitation in Snap XMP Online.

1. Open the survey and in the Summary tab, click the Collect link.
2. Select the Participants side menu.
3. Click on the Invitations menu item to view the invitations.
4. Click Edit for an existing invitation or click Add invitation to create a new invitation.
5. Update or create the invitation in the Invitation editor.
6. Position the cursor where you would like to display the question and click Add Question.

4. Select the edition with the question design that you want to use. Then select the language, question and type of survey link.

5. Click Add. This adds an entry in the email body for the question in email.

6. Click Save to save the invitation.

Responding to the Question in email

When the participant answers the question in email they are shown the full questionnaire in their browser. They complete the questionnaire by navigating through the pages and submitting their response.

The post Question in an email invitation appeared first on SnapSurveys.

In Snap XMP, you can also insert an opt out link using Snap XMP Desktop.

When to include an opt-out

A requirement of using the Snap XMP subscription mailing system is to include an opt out link.

You should include an opt-out link in the majority of your email invitations and reminders. Many organisations, including, but not limited to, Gmail, Yahoo and Hotmail, stipulate that you need an opt-out or unsubscribe link in business mailings.

It is good practice to include an opt-out link. You can add the link in the email invitation or reminder using the Invitation editor. With this option, you can customise the appearance and wording of the link. You can also select to automatically include an opt-out link. This is only included if the email content does not contain an opt-out link, preventing multiple opt-out links in your email. When the email is sent the opt-out link is added to the footer of the email.

You may wish to exclude an opt-out link for in-house surveys or forms, where emails are only sent to participants that have emails belonging to your organisation’s domain, such as, an employee survey.

Participant upload requirements

These instructions assume that you have uploaded a list of participants who will receive an email invitation for this survey. If you are not familiar with setting up participants for email invitations, please see these worksheets:

Anonymisation in Surveys – Sending an email that doesn’t identify the participant
Anonymisation in Surveys – Sending an email that includes a unique participant identifier

Adding the Opt Out link

1. In the Collect tab of your survey, select the Participants side menu and then select Invitations.
2. Click Add invitation to create a new email invitation or click Edit to change an existing invitation.

3. In the email editor, place the cursor at the point where you would like the Opt Out link in your invitation.
4. Click Insert tag and select OptOut. This will insert a link with the text {OptOut}.This link will take the participants to a webpage when they opt out.

5. Select or click in this link text and click the hyperlink button to open the Insert hyperlink dialog. You can change the wording for Text and ToolTip.

6. Click Insert to update the link text.

When a participant clicks the Opt Out link in the email invitation they receive, this takes them to the Snap Surveys opt out web page. You can see which participants have opted out in Snap XMP Online. The participant will not receive any more emails for the survey.

Viewing the opt out information

In Snap XMP Online you can view all the participants who have opted out of the survey.

1. In the survey Summary tab, click the Collect link.
2. Once in the Collect tab, select Participants from the side menu and then select Participant list.
3. Click the filter icon on the Opted Out column and select Have opted-out.

4. Click Filter to show all the participants who have opted out.

Auto adding an opt-out link

In the survey invitation settings, there is the option to automatically add an opt-out link at the end of all email invitations where an opt-out has not been provided in the email body. This setting makes sure that you always provide an unsubscribe option for this survey. If you wish to customise the appearance of the opt-out link, you need to manually add the opt-out link in the email body.

1. In the survey Summary tab, click the Collect link.
2. In the Collect tab, select Participants from the side menu.
3. Click the Change Invitation Settings button to open the Invitation settings.
4. Select Automatically add opt-out to add an opt-out link at the end of the email invitation.

The opt-out link is only included if the email body does not contain an opt-out link, preventing multiple opt-out links in your email.

The opt out link will automatically be added to the footer of the email when the email is sent. You will not see it in the email invitation editor.

The post Creating an email invitation with an opt out link appeared first on SnapSurveys.

Responses menu

You can find the Responses menu by following these instructions:

1. In Snap XMP Online, click on the survey in Your Work to select it.
2. In the Summary tab, click the Collect link.
3. Select the Responses menu. This displays the default Responses page where you have the option to export all response data, and to delete all data.

Entering the format and filter

1. In Format, select the format of the exported data. You can download the survey response data in the formats:
   • Excel – csv is a version of the comma separated format that is easily recognised by Excel files.
   • CSV is a comma separated format where the text fields are surrounded by quote characters. 
   • TSV is a tab separated format.
   • Excel – xlsx is an Excel spreadsheet format.
2. In Filter, enter a filter expression to return a subset of the response data that matches the filter. For example, Q1=(1,2) or Q2=”name”.

Choosing the export file options

There are a number of export options available.

Exporting the selected response data

• Click the Export data button.

When the data export is successful, you will see a confirmation message. The export saves the exported data file to the default downloads folder set for the device. The file name consists of the survey name followed by “ – responses” and the file extension chosen for the export. For example, “my survey – responses.csv”.

The post Downloading online response data appeared first on SnapSurveys.

When a respondent submits a response to the source survey, that information can be used to create, edit, or delete participants in the destination survey.

This associated information can include details such as logins, email addresses, or other seeded data.

There are three requirements for Connectors:

1. The source survey, which is the initial survey.
2. The destination survey, which is the follow-on survey.
3. The participant definition spreadsheet containing the required participant data fields.

Defining participant data before using Connectors

Connectors are set up in the destination survey.

Prior to using Connectors, you need to upload the participant definition spreadsheet in the destination survey. The format of the spreadsheet needs to match the participant and seeding data expected from the source survey in order to create participants in the destination survey.

This data needs to include a unique identifier for the participant, which may be a login id or email address. The data requires an email address if you wish to send invitations to the participants.

The data may also contain information from the source survey available to seed the invitations or the destination questionnaire.

The spreadsheet needs to contain at least one row of data, but this can be dummy data and you can remove it later.

Importing the participant spreadsheet

1. Log in to Snap XMP Online.
2. In Your Work, select the destination survey.
3. Select the Collect tab and select Participants from the side menu.

4. The Connectors section becomes available after you upload a participant file. Select Participant List and click Upload Participants to load the list of participants. Further information on all the options is available at: Uploading participants from a spreadsheet
5. When the file has been successfully loaded, the Connectors section is enabled. Two options are available: Add Connector and Validate All Connectors

Creating a Connector

Before adding a Connector, make sure that the destination survey is selected, and that the participant definition file has been uploaded.

1. Select the Collect tab then select Participants from the side menu.
2. Select Connectors and click Add Connector. This opens the Participant connector dialog.
3. Enter the Connector name.
4. There are 3 operations to choose from: Add participant, Edit participant, Delete Participant. This is the action that is taken when the source survey is completed, using the information from the survey response. Select the operation required. Click Next.

5. Select the source survey. You can select a survey from your own surveys in Your Work or from surveys that are shared with you. Click Next.

6. In the next page, you can select whether to send email invitations, assign a login and set up seeding. Click Next.
7. If the option to seed email invitations is selected, the next page lets you set up seeding for the email invitation. Click Next.
8. If the option to seed the questionnaire is selected, the next page lets you set up seeding for the questionnaire. Click Next.
9. The next page contains a summary of all the options chosen for the Connector. Click Create to create the Connector.
10. Once created, list of Connectors shows the new Connector.

Seeding the questionnaire

The questionnaire seeding maps a variable in the source survey to a variable in the destination survey. When you map a single-choice or multi-choice question, the connector uses the code index, which is the order of the code. It does not use the code label to cater for multi-language surveys.

When mapping a single-choice or multi-choice question from the source survey to one from the destination survey, the code order needs to match. If this is not the case, you need to create a derived variable in either survey to match the order that you need.

Enable or disable a Connector

Initially, the default status of the Connector shows as disabled. You must enable the Connector before you can use it.

1. In the list of Connectors, click Enable on the Connector row.
2. Click Enable when you are asked to confirm.
3. Click Finish when the confirmation message displays.
4. The status of the Connector displays a green tick in the list of Connectors. A Disable button is now available to allow you to disable the Connector.

If you want to disable the connector, repeat the instructions, clicking the Disable button. The Connector row displays a red cross.

Editing a Connector

You can edit the operation and the seeding in the Connector. This also uses the Participant connector dialog.

1. Find the Connector that you want to edit in the list of Connectors. Click the Edit button. This opens the Participant connector dialog containing the details of the selected Connector.

2. There are 3 operations to choose from: Add participant, Edit participant, Delete Participant. This is the action that is taken when the source survey is completed, using the information from the survey response. Select the operation required. Click Next.
3. The Connectors view displays the selected source survey. You cannot change the source survey. (If you require a different source survey you will need to create a new Connector.) Click Next.
4. In the next page, you can view the survey options. You can change the source survey variable used for the email and login information. Click Next.
5. If the option to seed email invitations is selected, the next page lets you change the source survey variable for seeding in the email invitation. You cannot add new seeding. Click Next.
6. If the option to seed the questionnaire is selected, the next page lets you change the source survey variable for seeding in the questionnaire. You cannot add new seeding. Click Next.
7. The next page contains a summary of all the options you have set up for the Connector. Click Update to update the Connector.

Deleting a Connector

When the Connector is no longer required, you have the option to delete it.

1. Find the Connector that you want to delete in the list of Connectors.
2. Click the Delete button.

3. This displays a message asking you to confirm the delete action. Click Delete to delete the Connector. This removes the Connector from the list of connectors.

Validation

In the Connectors section, there is the ability to validate an individual connector or validate all connectors.

• To validate an individual connector, click the Validate button on the Connector row in the list of connectors.
• To validate all connectors, click the Validate All Connectors button at the top of the Connectors section.

A message displays showing whether the connectors are valid. Click OK to close the message.

Clear Errors

When you enable the Connector, the connector row may show errors because the connector is unable to create the participant from the response data of the source survey. The errors show in the list of Connectors, on the row of the Connector with the error.

1. Find the Connector in the list of Connectors.
2. Click the Clear Errors button.

3. This displays a message asking you to confirm the clear errors action. Click Clear to clear the errors for the Connector.
4. The Errors column shows no errors and the error count shows 0 in the connector row.

Please note: A participant will not be created when there is a blank email address or login, but this will not be shown as an error.

The post Connectors appeared first on SnapSurveys.

In this section, you can

• export all the response data or a filtered subset of the response data
• delete all response data
• manage partial responses
• use Find and erase to erase specific response data as part of the GDPR data regulations

You can find the Responses menu by following these instructions:

1. In Snap XMP Online, click on the survey in Your Work to select it.
2. In the Summary tab, click the Collect link.
3. Select the Responses menu.

Delete all response data

1. When you select the Responses menu, the default page shows Responses in the list of options. In this page you have the option to delete all response data.

2. Click Delete all data. A warning message displays asking you to confirm that you want to delete all the survey response data.
3. Click OK to confirm that you want to delete all the response data. This action is permanent, and you cannot retrieve the response data later.

View and submit partial responses

You can include partial responses in your survey’s response data by submitting all partial responses. This option will only be available if you have the correct permissions to view and submit the partial responses.

You will need to consider at what stage of the interview process to submit the partials. If you wait until interviewing closes to submit all the partial responses, this gives the opportunity for a respondent to return to complete the survey.

1. In the Responses menu, click the Partials option and this will display all the partial responses that are available.

2. The Partial responses overview shows any partial responses. You can use the navigation icons to move through the responses and view the data. You will need the correct permissions to view the partial responses.

3. When you are ready to submit the partial responses, click the Submit Partials button. You will need the correct permissions to submit the partial responses.

4. You will see a message telling you that the partial are being submitted.

5. When you navigate to the Participants List in the Participants  menu, any participants with a status of Partial or Saved are now shown as Submitted.

6. The partial responses are cleared from the Partial responses list.

You can find further information on running a survey with partial responses at Managing partial responses.

Find and erase responses

You can also permanently remove individual data responses stored for a participant in Snap XMP Online. This can be used when a respondent requests that their response data is removed from the survey as part of the GDPR data regulations.

1. In the Responses menu, click the Find and erase option.
2. In the adjacent box type the filter condition that identifies the respondent.
3. Click on the Find matching responses button.

4. The filtered data to be removed will appear in a list below. Click on the Erase button to permanently remove the data.

The post Managing response data appeared first on SnapSurveys.

The variables can be viewed in the Collect section in Snap XMP Online with the following instructions:

1. In Your work, select the survey that you are sharing.
2. Click the Collect tab. This shows the Overview section
3. Click Variables on the side menu. This shows a list of the variables for the survey. The list includes the system paradata variables.

4. The variable details contain the name, label, type, response type and codes as described in the following table

5. In the Codes column, click on the numbered link to show a list of the available codes for that variable.

The post Viewing the questionnaire variables appeared first on SnapSurveys.

This worksheet describes how to insert an image into an HTML email invitation and then link it to a website. It assumes that you have already set up the survey and it is available in Snap XMP Online. If the image is already on the internet, you can insert a link to the image.

Step 1: Create an email invitation

The invitations are the templates used to create the emails inviting participants to complete the questionnaire. They can be viewed and edited in the Invitations section of the Participants menu. Invitations can only be created once the participant details have been uploaded.

1. In Snap XMP Online, open the questionnaire and navigate to the Collect section.
2. Select the Participants side menu. The Overview is selected by default.
3. Click on the Invitations menu item to view the invitations.

4. The Invitations are displayed in the overview area.
5. Click the Add Invitation button. This displays the Add invitation dialog where you can create your invitation or reminder. The image can be added to the email from this dialog.

Step 2: Inserting the image in the email

You can insert any image that is already on the Internet via its URL.

1. Create or find the graphic that you want to use in your email. Check that it is a suitable size and resolution for an email. The supported image formats are png, gif or jpg format.
2. When editing the email message in Snap XMP Online click in the email at the place where the graphic will go and then click the insert image button   on the toolbar. This opens the Insert image dialog.

3. Enter the URL of the image in the Web address box.
4. Enter the text that describes the image in the Alternate text field. This will be displayed if the image is not downloaded in the email.
5. Leave the Width and Height boxes blank.
6. Click Insert to insert your image.
7. Leave the Add invitation dialog open to insert the link.

Step 3: Adding a link to your image

You can create a link so that your participant can click on the image and easily go to a given website.

1. In the Add invitation dialog select the image that you wish to add the link to.
2. Click the link button  . This opens the Insert hyperlink dialog.

3. Enter the URL that you wish to link to as the address.
4. In Text, enter the text you would like to describe the hyperlink.
5. Enter the ToolTip text that will appear when the respondent hovers over the image.
6. Click Insert to create the hyperlink.
7. Click Save in the Add invitation dialog to save the email invitation. The new invitation is shown in the list of invitations.

Step 4: Test the email

Before you send the email invitations to your participants you can check the format of the invitations by using the test functionality.

1. Click the Test button.

2. This displays the Test invitation dialog. You will need to enter an email address that you have access to so that you can view the email and check that the format and seeding are correct.

3. Click Send test email. This will send a test email invitation to the test email address.
4. When the email arrives check that the format is as you expected. The email will substitute one of the participants in your list to test the invitation seeding is correct.

Further Information

• Uploading participants from a spreadsheet.
• Creating invitations using the email editor.

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

The post Adding a linked image to an email invitation appeared first on SnapSurveys.

This tutorial shows how to seed the username of a participant into a logged in/tracked survey, so you can send the URL to a participant outside of the mailing system built into Snap XMP Online.

Tracking participants using a URL

What you need

You will need a spreadsheet or database that contains the participant information. For participants to log in to your survey you need to upload a unique username for each participant. This can be their email address. You can also add additional fields, which are optional, that seed into the survey to personalise it.

Here is an example of an Excel spreadsheet with participant data.

This data file contains

• unique username used for participant logins
• two columns that contain seed data, Q1 First name and Q2 Training course. These are used to personalise the survey.

Uploading the participants

1. Once you have created your survey and it is on Snap XMP Online you can upload the database of participants. Open Snap XMP Online on your browser, click on the related survey and from the survey’s Summary click on the Collect link.

2. Select the Participants side menu to view the participants and invitations. The Overview is selected by default.
3. Click on the Participant list menu item to view the participants.

4. Click on Upload Participants to open the Upload Participants Wizard.
5. The wizard guides you through the process of uploading the participants to your survey. You can find further information about using the wizard at Uploading participants from a spreadsheet.

Creating the URL to send to the participants

1. Once you have uploaded your participant list then you need to export the list to a CSV file. This generates a unique identifier for each participant, also referred to as a GUID. Now you have uploaded the participants there is now the option to Export. Click on Export and then select Export to CSV.

2. When you open the CSV file you will see it has generated the Participant ID number, this is the number you need to use at the end of your survey link relating to each participant.

3. The link is made up of the Interview URL for the published survey following by “?PID=” then the Participant ID. This example uses the Participant ID for lesley and the link for this participant will look something like below:

https://online1.snapsurveys.com/s/9raksp?PID=8e4576f8-9e5c-43f2-b8ac-0c7eb1dd045e

Reserved keywords

There are two reserved keywords in Snap XMP, which means they cannot be used as variable names:

• pID (used for participant ID)
• rID (used for response ID)

The reserved keywords are not case sensitive. If someone were to create a survey and have these as named variables then manual seeding of the url will not work because Snap XMP Online is already using them.

The post Seeding the login details via the URL for a tracked survey appeared first on SnapSurveys.

Deleting a survey in Snap XMP Online

1. After logging into Snap XMP Online, the first page shown is Your work.
2. Select the survey you want to delete. Deleting an online surveys in Snap XMP Online also deletes the survey in Snap XMP Desktop due to the synchronization between the products in Snap XMP.

3. There are four states of a survey. This is shown on the Summary tab for the survey.
   • Not started where the survey has not yet been published
   • Interviewing in progress/Started where the survey has been published and interviewing has started
   • Paused where the survey has been published, interviewing has started and is now paused
   • Closed/Stopped where the survey has been published, interviewing has taken place and is now closed.
4. Check the state of the survey on the Summary tab. If the status is Interviewing in progress or Paused then you should stop interviewing prior to deleting the survey.
   • Click the Collect link in the Summary tab.
   • In the Collect tab, click Stop Interviewing.
   • Click OK to confirm that you want to stop interviewing
5. Click Summary in the Snap XMP Online toolbar to return to Your work and display the summary page of the selected survey.

6. Click on the survey action menu and select Delete survey. This displays a confirmation dialog.

7. Click Delete to delete the survey from Snap XMP Online. Deleting an online surveys in Snap XMP Online also deletes the survey in Snap XMP Desktop due to the synchronization between the products in Snap XMP.

Deleting a survey in Snap XMP Desktop

1. On the Snap toolbar, click Survey Overview to display the Survey Overview window.
2. Select the survey you wish to delete. Deleting an online surveys in Snap XMP Online also deletes the survey in Snap XMP Desktop due to the synchronization between the products in Snap XMP.
3. On the Survey Overview toolbar, click Delete survey to delete the survey and/or the data. When deleting a survey, you can:
   • delete all variables, reports and weights (.mdf file)
   • delete the survey data, if available (.rdf file)
   • delete the temporary back up files (.mdo/.rdo file)
4. Select the components of the survey that you wish to delete and click Delete.

5. Click Yes to confirm your selection on the warning message.

6. Once the deletion is successful, you should also delete any archives of the survey.

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

The post Deleting a survey in Snap XMP appeared first on SnapSurveys.

• the participants’ submitted response data
• the participant details used for the email invitations and survey login information

Removing submitted responses held within the survey

Removing in Snap XMP Desktop

1. In Snap XMP Desktop, open the Survey Overview window .
2. Select the online or offline survey that you need to amend, and open by pressing Enter. If it is an offline survey that is not displayed, use Browse to find the folder containing it.

3. For an online survey, the responses synchronize when the survey is opened. If required, you can synchronize your survey responses by clicking Synchronize Responses on the main Snap Toolbar.
4. Open the Data Entry window .
5. Find the responses associated with the participant. Use Filter Cases to help you find any responses from the participant.

6. Use the delete icon to clear the response data for that case (the record will show as a deleted case).
7. For offline surveys you may have archive files; you can update them by overwriting the archived data. In the Survey Overview window, select the survey and click Archive Survey .

.

8. A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking Browse.
9. Check the Include Raw Data box to include the case data in your archive.
10. Click OK to archive the survey. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click Yes.
11. A confirmation message is displayed when the archived is completed. Click OK.

Note: To fully remove the participant’s data, all previously created archive files, cloned surveys, or other copies of the survey data that specifically identify the individual also need to be removed. This includes re-running any reports containing information that can identify the individual participant.

Removing in Snap XMP Online

You can also permanently remove the data responses stored for an individual participant in Snap XMP Online.

1. In Snap XMP Online, select the survey that is linked to the participants’ file.
2. In the Summary tab, click the Collect link.
3. Click the Responses option in the side menu panel
4. Click Find and erase.
5. In the adjacent box type the filter condition that identifies the participant then click on the Find matching responses button.

6. The filtered data to be removed will appear in a list below. Click on the Erase button to permanently remove the data.

Removing a participant’s details from the mailing and logins list

In a survey that uses a list of participants to provide email invitations and/or logins, you may need to update the participants’ information. The participants’ details for a survey are initially uploaded from a database or file in Snap XMP Desktop or Snap XMP Online. The details should be first updated in the source database or file. The following instructions show how to upload to Snap XMP Desktop or Snap XMP Online again.

Removing in Snap XMP Desktop

1. Open your database of participants and remove the relevant participant(s).
2. In Snap XMP Desktop, open the survey that is linked to the database of participants.
3. Choose File | Database links, select the relevant database link and click Run.

4. In the Run Database Link dialog, select Replace all participants in the Participants and Seeding list. This replaces the existing participants with the updated list, removing any participants that were removed from the database.

5. Click OK to update the participants’ email invitation and login information.

Removing in Snap XMP Online

1. Open your Excel, CSV or TSV file and make the relevant amendments.
2. In Snap XMP Online, select the survey that is linked to the participants’ file.
3. In the Summary tab, click the Collect link.

4. Select Participants in the side menu and then select the Participant list. This shows a list of all the participants for the survey.

5. Click Upload Participants, select the updated participant file and click Next.
6. There are three options. Select Replace all participants. This replaces the existing participants with the updated list, removing any participants that were removed from the list.

7. Click Next to proceed through the Upload Participants wizard. Click Upload to update the participants’ email invitation and login information.

You can also locate and select the participant in the Participant list then click Delete to remove the individual participant. If you choose this method, you must remember to update the Excel, CSV or TSV file containing your participants as well.

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

The post Removing an individual’s information held in Snap XMP appeared first on SnapSurveys.

• the participants’ submitted response data
• the participant details used for the email invitations and survey login information

Amending submitted responses held within the survey

Amending the response data is done in Snap XMP Desktop. The following steps outline the process.

1. In Snap XMP Desktop, open the Survey Overview window .
2. Select the online or offline survey that you need to amend, and open by pressing Enter. If it is an offline survey that is not displayed, use Browse to find the folder containing it.

3. For an online survey, the responses synchronize when the survey is opened. If required, you can synchronize your survey responses by clicking Synchronize Responses on the main Snap Toolbar.
4. Open the Data Entry window .
5. Find the responses and amend the data as necessary. Use Filter Cases to help you find any responses from the participant.

6. Save the changes .
7. For offline surveys you may have archive files; you can update them by overwriting the archived data. In the Survey Overview window, select the survey and click Archive Survey .

8. A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking Browse.
9. Check the Include Raw Data box to include the case data in your archive.
10. Click OK to archive the survey. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click Yes.
11. A confirmation message is displayed when the archived is completed. Click OK.

Note: To fully amend the data, all previously created archive files, cloned surveys, or other copies of the survey data that specifically identify the individual also need to be amended. This includes re-running any reports containing information that can identify the individual participant.

Amending a participant’s details from the mailing and logins list

In a survey that uses a list of participants to provide email invitations and/or logins, you may need to update the participants’ information. The participants’ details for a survey are initially uploaded from a database or file in Snap XMP Desktop or Snap XMP Online. The details should be first updated in the source database or file. The following instructions show how to upload to Snap XMP Desktop or Snap XMP Online again.

Amending in Snap XMP Desktop

1. Open your database of participants and make the relevant amendments. (If you have uploaded multiple database files to your survey already, you can create a new database with just the necessary participants’ details, clone the existing database link and select the new file.)
2. In Snap XMP Desktop, open the survey that is linked to the database of participants.
3. Choose File | Database links, select the relevant database link and click Run.

4. In the Run Database Link dialog, select Update Participants in the Participants and Seeding list.

5. Click OK to update the participants’ email invitation and login information.

Amending in Snap XMP Online

1. Open your Excel, CSV or TSV file and make the relevant amendments.
2. In Snap XMP Online, select the survey that is linked to the participants’ file.
3. In the Summary tab, click the Collect link.

4. Select Participants in the side menu and then select the Participant list. This shows a list of all the participants for the survey.

5. Click Upload Participants, select the updated participant file and click Next.
6. There are three options. Select Update Participants to update with the changes made to the participant file.

7. Click Next to proceed through the Upload Participants wizard. Click Upload to update the participants’ email invitation and login information.

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

The post Amending an individual’s information held in Snap XMP appeared first on SnapSurveys.

• running anonymous surveys with no personal data submitted to Snap XMP Online
• running surveys that identify if a participant has responded but not linking them to their response
• removing identifiers from the data after collection so that further processing is on anonymised data only

If you want your survey to remain anonymous:

• Don’t ask participants for personally identifiable data including email address, name, postal address and phone numbers.
• Don’t add a database of participants to your survey in Snap XMP Desktop or Snap XMP Online.

To deploy your survey you can:

• Put the link and/or QR code for the survey in places where your participants will have access to it, for example your website, intranet or on posters
• Print a paper version and leave it in relevant places

Finding the link and QR code for the survey

1. Log in to Snap XMP Online and the first page shown is a summary of Your Work.
2. Click on your survey to show the Summary then click the Collect link.

3. You will need to publish the survey, if it is not already published. Click the Publish current version button to publish your survey then click OK to confirm.

4. When you have published your survey the Overview shows the Interview URL and QR code

If you want to deploy a survey where you contact a participant in your database you have three options:

• Circulate the link to your survey using your own email system – in this case, no personal data is uploaded to Snap XMP Online
• Follow our worksheet Anonymisation in Surveys – Sending an email that doesn’t identify the participant
• Follow our worksheet Anonymisation in Surveys – Sending an email that includes a unique participant identifier

Finally, if you want to anonymise your survey after carrying it out, you can remove personal data from the data file. For further information please see Anonymising data after carrying out your survey .

When you use Snap XMP Online to collect survey responses, it will not collect the participant’s IP address in conjunction with the survey response. As explained in our Privacy Policy (https://www.snapsurveys.com/survey-software/privacy-policy-uk/ ) Snap Surveys separately records participant IP addresses and other technical information in its backend logs, which it deletes after no longer than 6 months. This technical information is not linked to survey response data and is not shared with customers.

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

The post Making surveys anonymous appeared first on SnapSurveys.

Finding the participant

1. Login to Snap XMP Online and the home page shows Your Work.
2. In Your Work, navigate to your survey.
3. In the survey Summary tab, click the Collect link.
4. Once in the Collect tab, select Participants from the side menu and then select Participant list.
5. Use the filter to search for the participant by Email address or Login.

Changing the Enabled and Send invites status

1. To change the Enabled and Send invites status, click Edit.

2. In the Edit participant dialog, clear the Enabled and Send invitations checkboxes. Click Save to save your settings

3. A disabled status for Enabled indicates that the participant cannot access the survey. A disabled status for Send Invites indicates that the participant will no longer receive email invitations or reminders. A participant can be given access to the survey and have email invitations and reminders reinstated at any time by repeating the process with Enabled and Send invites selected instead.

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

The post Stopping a participant from accessing the survey appeared first on SnapSurveys.

This can be applied

• permanently, for example where a participant has objected to receiving further emails
• temporarily, for example where a participant wishes to restrict the processing of their personal data, until such a restriction is lifted

Find the participant

1. Login to Snap XMP Online and the home page shows Your Work.
2. In Your Work, navigate to your survey.
3. In the survey Summary tab, click the Collect link.
4. Once in the Collect tab, select Participants from the side menu and then select Participant list.
5. Use the filter to search for the participant by Login or Email address.

Change the Send invites status

1. To change the Send invites status, click Edit.

2. In the Edit participant dialog, clear the Send invitations checkbox and click Save to save your settings

3. A disabled status for Send Invites indicates that the participant will no longer receive email invitations or reminders. However, the participant will still be able to access the survey. To prevent a participant from accessing the survey, please see [link to ‘Stop a participant from accessing the survey’ worksheet’]. A participant can have email invitations and reminders reinstated at any time by repeating the steps, selecting the Send invites checkbox instead.

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

The post Preventing further survey invitations appeared first on SnapSurveys.

You may need participants to log in to ensure that they only complete a questionnaire once, or to enable Snap XMP Online to keep track of the responses. To set up a login page, you must have a known list of participants and they must each have a unique ID that they use to log in. In Snap XMP Online, you must set this up in the participants file.

To make life simple for participants and help to increase your response rate, the email invitations can contain a link to the survey that, when clicked, automatically logs the participant into the survey.

Tracking the participant using a unique identifier in Snap XMP Online

What you need

• A unique email address for each participant. You can also add additional fields to personalise your email invite or to provide login details.

Uploading the participants

1. Open your survey in Snap XMP Online and from the survey’s Summary click on the Collect link.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.

4. Click on Upload Participants to open the Upload Participants Wizard.

5. On the first page, click Select file to add the file with the participants’ data. The accepted formats are CSV and XLSX. Click Next.

6. Select the survey options for sending email invitations and using logins.
   • Select Send email invites/reminders to be able to send email invitations and reminders.
   • In Email address field, select the spreadsheet column that contains the email address for the participants. This field is mandatory and Snap XMP Online attempts to match the most likely column.
   • Select Seed data into invites/reminders if you wish to seed participant data into the invitations and reminders.
   • Select Allow Snap Online to track your participants for questionnaire seeding. This allows you to track your participant when they have responded.
   • In the Login field, select the spreadsheet column that contains the login for the participants. This field is mandatory and Snap XMP Online attempts to match the most likely column.

7. Click Next. The overview summarizes the chosen settings for you to review.
8. Click Upload to upload the participants to the survey. The results are displayed when the upload is complete. Click Finish to close the wizard.

Creating the email invitation

1. Click on the Invitations menu item to view the email invitations and reminders.
2. Click Add Invitation to create an email invitation in the Email Editor.

3. Add a heading in Subject.
4. Type the email message in the message area.
   • Click Insert tag to add a SurveyLinkAuto link. This provides a link for the participant to access the survey and must be included in the email message.
   • You should also include a link enabling your participants to opt out of the survey. Click Insert tag and select the OptOut link.
   • The link text can be customised by clicking Insert hyperlink .
5. The list of participants can be managed in Snap XMP Online.

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

The post Anonymisation in Surveys – Sending an email that includes a unique participant identifier appeared first on SnapSurveys.

Sending an anonymous survey invitation

What you need

• A unique email address for each participant.

Uploading the participants

1. Open your survey in Snap XMP Online and from the survey’s Summary click on the Collect link.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview shows by default.
3. Click on the Participant list menu item to view the participants.

4. Click on Upload Participants to open the Upload Participants Wizard.

5. On the first page, click Select file to add the file with the participants’ data. The accepted formats are CSV and XLSX. Click Next.

6. Select the survey options for sending email invitations.
   • Select Send email invites/reminders to be able to send email invitations and reminders.
   • In Email address field, select the spreadsheet column that contains the email address for the participants. This field is mandatory and Snap XMP Online attempts to match the most likely column.
   • Do not select Seed data into invites/reminders as the seeded data could identify the participant.

7. Click Next. The overview summarizes the chosen settings for you to review.
8. Click Upload to upload the participants to the survey. The results are displayed when the upload is complete. Click Finish to close the wizard.

Creating the email invitation

1. Click on the Invitations menu item to view the email invitations and reminders.
2. Click Add Invitation to create an email invitation in the Email Editor.

3. Add a heading in Subject.
4. Type the email message in the message area.
5. Click Insert tag to add a SurveyLink link. You need to include this link in the email message. This provides a link for the participant to access the survey.
6. You should also include a link enabling your participants to opt out of the survey. Click Insert tag and select the OptOut link.
7. The link text can be customised by clicking Insert hyperlink .
8. Click Save to save the email.
9. You can manage the list of participants in Snap XMP Online.

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

The post Anonymisation in Surveys – Sending an email that doesn’t identify the participant appeared first on SnapSurveys.

This tutorial describes how to set up the participants data then upload the participants using Snap XMP Online and create email invitations and reminders using Snap XMP Online that enable the participants to access the survey directly from the SMS message.

There is also a video demonstrating how to send SMS invitations that can be found at SMS Invitations from Snap Surveys on Vimeo.

Email to SMS service pre-requisite

To provide SMS survey invitations you will need a custom email address, provided by Snap Surveys, that is associated with your Snap XMP Online account. Please contact our sales team about enabling this feature on your account. This email address will be used for sending all future invitations from your Snap XMP Online account and is used by your chosen SMS provider to authenticate your messages as they are sent.

Prior to sending SMS survey invitations you need an account with an SMS messaging service provider. This is a service provided by a third party that sends bulk SMS messages from your organisation, for purposes such as invitations, reminders and alerts. Your organisation may already have an existing account with an SMS messaging service provider. If this is not the case, you need to sign up for an account with an SMS message service provider. Snap Surveys does not provide recommendations for any service providers. However, the provider that you decide to use must provide an Email to SMS service to be able to send SMS survey invitations.

Step 1: Create an Email to SMS service account

Make sure that you have an account set up with a SMS messaging service provider and a custom email address provided by Snap Surveys. Once an account is set up, register the Snap XMP Online custom email address as a valid sending address within the SMS messaging service account. Please refer to your SMS messaging service provider’s documentation for further details on how to set up the Email to SMS service.

Step 2: Create and publish the survey

In Snap XMP Desktop, create the survey making sure that you include mobile editions as the participants are likely to access the survey directly from the SMS message on their smart phones.

Publish the survey in Snap XMP Desktop at Publishing the online editions or Snap XMP Online at Publishing your survey.

Step 3: Set up the participant data file

The data file containing the participant details must contain the unique participant email address required by the SMS messaging service. This email address is usually configured in the format

International mobile phone number of the participant @ SMS service provider domain name

For example 447712345678@smsprovider.com where 447712345678 is a participant’s UK mobile phone number in international format and smsprovider.com is the domain of the SMS service provider.

Check that this is the required format in the documentation provided by your SMS messaging service provider.

An example Excel spreadsheet is shown below, containing login information (ID); SMS email (Email) and first name (Name).

The data file may also contain other login and seeding information.

Step 4: Upload the participants in Snap XMP Online

In Snap XMP Online, you can upload participants to the survey prior to sending out invitations.

1. Open your survey in Snap XMP Online and in the survey’s Summary click the Collect link.

2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default

3. Click on the Participant list menu item to view the participants.
4. Click on Upload Participants to open the Upload Participants Wizard, which guides you through the steps to add the participants to your survey.
5. On the first page, click Select file to add the file with the participants’ data. The accepted formats are CSV and XLSX.

6. Click Next. The next page shows the survey options for sending email invitations and logging into the questionnaire. In this tutorial, email invitations are sent (converted to SMS format by the SMS messaging service provider) and the participants are going to log into the survey automatically. The email invitations are going to contain the participant’s name. For this the following survey options are selected:
   • Select Send email invites/reminders to be able to send emails.
   • In the Email address field, select the spreadsheet column that contains the email address for the participants. This field is required and this defaults to match the most likely column. In this tutorial, it is set to email to match the spreadsheet column.
   • Select the Seed data into invites/reminders checkbox so that the invitations can contain the participant’s name.
   • Select Allow Snap Online to track your respondents, which requires the participants to log in.
   • In the Login field, select id to match the spreadsheet column

7. Click Next and complete the invitation seeding. Select the field name and click Add to make the name information available when you create the invitations and reminders.

8. Click Next to show the overview page then click Upload to upload the participants to the survey. The results are displayed when the upload is complete. Click Finish.

Questionnaire seeding is also available when adding participants, but is not shown in this tutorial. Further details on how to set these options can be found at Uploading participants from a spreadsheet.

Step 5: Create plain text invitations in Snap XMP Online

The invitations must be created as plain text emails because the SMS messages cannot contain HTML.

1. Click on the Invitations menu item to view the invitations.

2. Click the Add plain text invitation button to display the invitation email editor where you can compose the email you wish to send to your participants.
   • In the Title field, enter the name that describes the invitation or reminder.
   • In the Subject field, enter the email subject that the participants will see. There are two tags available in Insert tag into subject. These are Survey Title and Username.
   • Enter the SMS message text, by overtyping [Add your text here], in the email message field. Click Insert tag into body and select name to add the name field in your email message greeting.
   • You must include the survey link in the message for participants to access the survey from the SMS message. In Insert tag into body, click SurveyLinkAuto to add a link that automatically logs the participant in and shows the survey. If you want the participant to enter the log in details then use SurveyLink.

3. When you have completed the SMS invitation click Save to save your changes.

When creating the SMS invitation, consider the length of the message. A standard text message length is 160 characters. The link in the message is replaced with the full web address of the survey which you need to include in the message length. Multiple messages will increase the cost of sending the invitations to participants.

Step 6: Test the invitation

Before you send the email invitations to your participants you can check the format of the invitations by using the test functionality.

1. In the Invitations section, click the Test button.

2. This displays the Test invitation dialog. Enter an email address that is available for testing.

3. Click Send test email. A test email invitation is sent to the test email address.
4. When the email arrives check that the format is as you expected. The email will substitute one of the participants in your list to test the invitation seeding is correct. Check that the survey link opens the survey.
5. Once the invitations are ready to send you can start interviewing. Further details on starting interviewing can be found at Collecting your survey data.

To test that the SMS message is delivered, you will need to upload a database containing your own email address i.e. 447712345678@smsprovider.com (where 07712345678 is your UK mobile phone number).

To manage the load on our email relays, as well as the subsequent load as respondents complete their survey, we limit the speed at which emails are sent, this is primarily to make sure that each respondent has a good experience and fast response times, to encourage them to finish the survey. As per the technical specifications on our website (https://www.snapsurveys.com/survey-software/technical-specifications/) , please consider how long it will take for your emails to be sent.

Finally, please consider the number of characters in your survey URL as multiple SMS messages will incur greater costs from your SMS provider.

The post Sending SMS invitations appeared first on SnapSurveys.

Adding a plain text invitation

1. Open your survey in Snap XMP Online and in the survey’s Summary click the Collect link.

2. Select the Participants side menu to view the participants and invitations. The Participants Overview shows by default
3. Click on the Invitations menu item to view the invitations.

4. Click the Add plain text invitation button to display the invitation email editor where you can compose the email you wish to send to your participants.
   • In the Title field, enter the name that describes the invitation or reminder.
   • In a reminder, set the Days to wait before sending to the number of days to wait since the sent time of the previous invitation or reminder.
   • In the Subject field, enter the email subject that the participants will see. There are two tags available in Insert tag into subject. These are Survey Title and Username.
   • Enter the email message text, by overtyping [Add your text here], in the email message field.
   • Any invitation seeding is available in the Insert tag into body list. Click Insert tag into body and select the seeded field into the email message at the cursor position. In the example shown, name is a seeded field that inserts the participant’s name in the email message. Tags are shown inside braces or curly brackets, for example {name}.
   • You must include the survey link in the message for participants to access the survey from the email message. In Insert tag into body, click SurveyLinkAuto to add a link that automatically logs the participant in and opens the survey. If you want the participant to enter their log in details then use SurveyLink.

5. When you have completed the plain text email invitation click Save to save your changes.
6. The list of invitations now contains the new invitation.

The post Creating plain text invitations appeared first on SnapSurveys.

1. Log in to Snap XMP Online and select the survey you want to update.
2. Navigate to the Collect menu, which shows the Overview section of the Settings, by default. The Mobile interviewing status is shown in the Overview section.

3. Click on the Change options button to display the Interviewing options dialog.

4. The Allow mobile interviewing in Snap Offline Interviewer option determines whether the selected survey will allow mobile interviewing in the Interviewer app. Select this option to allow mobile interviewing and clear the option to turn off mobile interviewing.
5. Click Save to save the changes.

The post Enable mobile interviewing for a survey appeared first on SnapSurveys.

Example spreadsheet for a group questionnaire

Setting up a group questionnaire

Group questionnaires are set up in the Upload Participants Wizard.

Your questionnaire needs to include a question that contains the subject, for example, a Multi Choice question listing all the possible Office locations. This can be hidden or read only so the participant does not change it.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.
4. Click on Upload Participants to open the Upload Participants Wizard.
5. On the first page, click Select file to add the file with the participants’ data. The accepted formats are CSV and XLSX. Click Next.
6. In the survey options, select Allow Snap Online to track your respondents for questionnaire seeding then select Seed data into questionnaire.
7. Select Group questionnaire.
8. In Subject field, select the spreadsheet column that contains the subject used to group the questionnaire.

9. After this progress through the wizard in the same way as a standard questionnaire.

Participants details for a group questionnaire

After you have uploaded your participants, they are available in the Participant list.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.
4. The Participant list is displayed in the overview area.
5. Click the  button at the left hand side of a participant row to expand the information held for the selected participant. The details are split into three sections in the same way as standard questionnaires. The Subject and Questionnaire seeding show the participant data for all subjects.

6. Click on the arrows to move to a different subject. The Questionnaire seeding updates when the subject changes.

Editing a subject

1. In the Participants list, expand the participant to view the details.
2. Click on the arrows to move to the subject you want to edit.
3. Click Edit subject and the Edit Subject dialog is displayed.

4. Edit the questionnaire seeding and click Save to save the changes.

Adding a subject

1. In the Participants list, expand the participant to view the details.
2. Click on the arrows to move to the subject you want to edit.
3. Click Add subject and the Add Subject dialog is displayed.

4. Add a Subject and edit the questionnaire seeding then click Save to save the changes.

Resetting a subject

1.  In the Participants list, expand the participant to view the details.
2. Click on the arrows to move to the subject you want to edit.
3. Click Reset and the Reset Subject dialog is displayed.
4. Select Completion Status to reset the selected subject.
5. Click Reset subject; the completion status is reset for the selected subject.

Deleting a subject

1. In the Participants list, expand the participant to view the details.
2. Click on the arrows to move to the subject you want to edit.
3. Click Delete (subject name) and the Delete Subject dialog is displayed.
4. Select the checkbox to confirm that you want to delete the selected subject.
5. Click Delete to delete the selected subject.

Previewing the questionnaire for the selected subject

1. In the Participants list, expand the participant to view the details.
2. Click on the arrows to move to the subject you want to edit.
3. In the Questionnaire seeding section, click Preview Questionnaire. This opens the questionnaire in your web browser with the seeded data for the selected subject.

Previewing the questionnaire for all subjects

The preview for all subjects is the same as previewing a standard questionnaire.

1. In the Collect tab, select Settings. The Overview is shown by default.
2. In the Web Interviews section, click Launch Preview. This opens your web browser with a test version of the questionnaire.

3. In a group questionnaire the participant is asked to select the survey they want to complete.

Changing between a Standard and Group questionnaire

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.
4. Click on Upload Participants to open the Upload Participants Wizard.
5. Select Replace all participants and click Next.
6. Click Select file to upload your new participants and click Next.
7. In the Survey options page, select or clear the Group Questionnaire checkbox, as required, to switch between a standard and group questionnaire. Click Next and proceed through the wizard.

The post Group Questionnaires appeared first on SnapSurveys.

When you are ready to start sending the emails to invite the participants to your survey you will need to activate the invitation schedule.

1. Navigate to the Invitations menu item in the Participants side menu to view the invitations.
2. Click Start sending invitations to start sending invitations for the current survey.

3. A message will be displayed asking you to confirm this action.

4. Click Start to proceed with the action. This will activate sending invitations for the selected survey.

Pause invitations

The invitation schedule is activated when you start sending invitations. You may want to stop the invitation schedule in order to update the participant list or invitation format.

1. Navigate to the Invitations menu item in the Participants side menu to view the invitations.
2. Click Pause Invitations to pause the invitations for the current survey.

3. A message will be displayed asking you to confirm this action.

4. Click Pause to proceed with the action. This will stop sending invitations for the current survey.
5. When you want to restart sending invitations click Start sending invitations again.

The post Sending email invitations to your participants appeared first on SnapSurveys.

There are two ways to open the invitation email editor:

• Click on the Add Invitation button in the main invitations menu
• Click on the Edit button next to the invitation that you wish to change.

The email editor dialog is displayed and is titled Add Invitation or Edit Invitation depending on the operation that started the dialog.

• The Title field contains the name that identifies the invitation or reminder. This is not included in the email. The Title is a required field.
• The Days to wait before sending is the number of days to wait. If this is the first invitation then this is the number of days from the time of activation until the email is sent. For subsequent invitations or reminders it is the number of days to wait from the time the previous invitation or reminder email was sent.
• The Subject field contains the invitation or reminder subject text that is used in the email sent to the survey’s participants. The Subject must be entered for an invitation.
• The Insert tag is used to insert participant or survey information into either the subject text or the main email text. The inserted tags are shown enclosed in { }. When the email is sent the participant or survey data will be substituted where the tag is inserted. The invitation body text must contain either the SurveyLink or SurveyLinkAuto tag to allow the participant to complete the survey.

• The Insert hyperlink function can be used to change the text of the SurveyLink and the SurveyLinkAuto tags. This is available in the main email text but not the Subject.

• The email editor contains functions to
  • Alter the font
  • Alter the text and background color
  • Alter the text alignment
  • Add bullet points
  • Add an image
  • Add a link
  • Undo and Redo
  • Insert an image

• The View HTML function opens the main email text in an HTML plain text editor. Here you can change the underlying HTML. Click Update to save the changes to the email text.

• When you have completed your email click Save to add or update the invitation.

The Snap XMP Online email editor toolbar

Button	Description
Format	Select the format for the current text. E.g. Heading, Paragraph and Quotation.
	Cleans or removes the formatting from the selected text.
	Changes selected text to the specified format. Within the selection, new text will be entered in the specified format
	Changes selected text to the alignment you click on
	Changes selected paragraph(s) to a numbered or bulleted list, or indents them
	Apply a link to the selected text. Opens a pane for you to enter any acceptable HTML link (normally http:// web address or mailto: email address). You can specify if the link opens in another window and what ALT text appears.
	Insert an image. The image must be in the published zip file you have uploaded or already be on the internet. You can specify the image size in pixels. The description gives the ALT text (displayed if you place your mouse over the image or if the image is not available).
	Undo and Redo the previous action.
	Opens a pane to enter raw HTML code. Note that Snap XMP does not support or provide instruction on writing HTML.
Font family	Select a font to apply to the selected text
Font size	Select an HTML font-size to apply to the selected text
	Set color of selected text
	Set background color of selected text
Insert Tag	Insert an active tag into the email (e.g. a link to the survey or a database field)

Inserting images

You can insert any image that is already on the Internet via its URL.

1. Create the graphic that you want to use in your email. Check that it is a suitable size (small) and resolution to be in an email. Save it as a png, gif or jpg format.
2. When editing the email message in Snap XMP Online click in the email at the place where you would like the graphic and then click the insert image button on the toolbar.
3. The Insert image dialog appears.

4. Enter the URL of the image in the Web address box.
5. Enter some text that describes the image in the Alternate text field. This will be displayed if the image is not downloaded in the email.
6. Leave the Width and Height boxes blank.
7. Click Insert to insert your image.

Putting links in your email

You can create a link so that your participant can easily go to a given website address.

1. Navigate to the Invitations section in the Participants side menu.
2. Open the invitation in the email editor using either the Add invitation or Edit button.
3. Select the text that you wish to add a link to or position the cursor at the point you wish to insert the link.
4. Click the link button . The Insert hyperlink dialog opens.

5. Enter the URL that you wish to link to as the address.
6. If you have selected text this will appear in the Text box otherwise enter the text you would like to describe the hyperlink.
7. Enter the ToolTip text that will appear when the respondent hovers over the image.
8. Click Insert to create the hyperlink.

Hiding the survey address behind clickable link text

Your invitations need to contain a link that your participants can use to access and complete your survey. You can replace the survey link text with something more meaningful to your participants that will help them know what the survey is about.

1. Navigate to the Invitations section in the Participants side menu.
2. Open the invitation in the email editor using either the Add invitation or Edit button.
3. Click at the point you would like the survey link to be placed in your invitation.
4. Expand the Insert tag dropdown and select SurveyLinkAuto or SurveyLink.

5. This will insert a link with the text {SurveyLinkAuto} or {SurveyLink}.

6. Select or click in the SurveyLinkAuto link text that will take your participants to the survey.
7. Click the hyperlink button  to open the Insert hyperlink dialog. The text {SurveyLinkAuto} appears in the Web address field and this provides the link to the survey. Enter your replacement text in the Text field and your tool tip text in the ToolTip field.

8. Click Insert to update the link text.

9. When the participants receive the email they can easily join the survey by clicking on the link.

Inserting tags into your email

There are two types of field that you can insert into your email invitations

• System defined data in Snap XMP Online such as Survey Title or Opt out
• Seeded data uploaded with the participant details in the Upload Participants wizard.

Example: Using the {OptOut} insertable tag as a link

1. Navigate to the Invitations section in the Participants side menu.
2. Open the invitation in the email editor using either the Add invitation or Edit button.
3. Click at the point you would like the opt out link to be placed in your invitation.
4. Expand the Insert tag dropdown and select OptOut.

5. This will insert a link with the text {OptOut}.This link will take the participants to a webpage where they can opt out.

6. Select or click in this link text and click the hyperlink button  to open the Insert hyperlink dialog. Type the replacement Text and ToolTip.

7. Click Insert to update the link text.

The post Creating invitations using the email editor appeared first on SnapSurveys.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.

3. The main overview area shows the Invitation settings. These can be changed in the Invitation Settings dialog. An example of the overview is shown below.

Change the invitation settings

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.

3. Click the Change invitation settings button to show the Invitation settings dialog.

4. The settings for invitations can be changed and are described in the table.

5. Click Save to update the invitation settings.

Viewing your invitations

The invitations are the templates for the emails that are distributed to the participants in the questionnaire. They can be viewed and edited in the Invitations section of the Participants side menu.

1. Open your questionnaire and navigate to the Collect section.
2. Select the Participants side menu. The Overview is selected by default.
3. Click on the Invitations menu item to view the invitations.

4. The Invitations are displayed in the overview area.

Add invitations

You can create additional invitations and reminders in Snap XMP Online.

1. Navigate to the Invitations menu item in the Participants side menu to view the invitations.
2. Click the Add Invitation button will display an invitation email editor where you can compose the email you wish to send to your participants.
3. This displays the Add invitation dialog where you can create your invitation or reminder.

4. A default Title is entered but this can be changed and is used to identify the email invitation.
5. The invitation email editor is covered in more detail in the section Add or edit your invitation and reminder emails.
6. When you are happy with your new invitation click Save to save your changes.

Test an invitation

Before you send the email invitations to your participants you can check the format of the invitations by using the test functionality.

1. Click the Test button.

2. This displays the Test invitation dialog. You will need to enter an email address that you have access to so that you can view the email and check that the format and seeding are correct.

3. Click Send test email. This will send a test email invitation to the test email address.
4. When the email arrives check that the format is as you expected. The email will substitute one of the participants in your list to test the invitation seeding is correct.

Edit an invitation

1. Click the Edit button to make changes to your invitations and reminders.

2. This displays the Edit invitation dialog where you can change the invitation or reminder.
3. The invitation editor is covered in more detail in Add or edit your invitation and reminder emails.

4. Click Save to save your changes.

Delete an invitation

1. Click the Delete button to remove the invitation.

2. This displays the Delete invitation confirmation.
3. Click Delete to continue with the deletion or Cancel to cancel the operation.

Change the order the invitations are sent

The invitations for the current survey are sent out in the order they are listed on the Invitations page. The order that the invitations are sent out can be changed.

1. Before you start to reorder make sure that the invitations are not being sent. Click Pause Invitations to stop the invitations.
2. Click the  button to move the invitation down the list of invitations.
3. Click the  button to move the invitation up the list of invitations.
4. When the order is as desired then you can start sending invitations.

The post Managing your invitations appeared first on SnapSurveys.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.

3. The main overview area shows the Participants overview. An example of the overview is shown below.

This table describes each option in the overview summary.

Change the interview access for participants

You can change some of the participant’s settings in the Interview access dialog.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.

3. Click the Change Interview Access button to show the Interview access dialog.

4. The settings for interviewing can be changed and are described in the table.

5. Click Save to update the settings.

View participant details

The Participant list shows the list of all the participants in the current survey, along with their login details and invitation status.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.

4. The Participant list is displayed in the overview area.

The columns shown in the Participant list depend on the options selected when the participant data is uploaded from Snap XMP Desktop to Snap XMP Online.

Sorting the participant list

	Send email invitations only	Log in respondent only	Log in respondent with Send email invitations	Log in respondent with Seed database data
Login
Email address
Enabled
Status
Send invites
Opted out

The participant list can be sorted by Login or Email address. The list is displayed initially with the participants sorted by Login in ascending order.

1. Click the Email address column header to sort by Email address in ascending order.
2. The   icon shows that the sorting is in ascending order.
3. Click the Email address column header again to sort in descending order.
4. The  icon shows that the sorting is in descending order.
5. Click the Email address column header once more removes the sorting and no icon is displayed. Repeat the process to display a different sort order.

Expand the participant details

You can expand each participant to see a more detailed view of the invitation schedule and seeding data.

1. Click the button at the left hand side of a participant row to expand the information held for the selected participant.
2. The details are split into three sections.
   • Schedule shows the times that the invitations and reminders will be or have been sent.
   • Invitation seeding shows the participant data that is seeded in the invitations.
   • Questionnaire seeding shows the participant data that is seeded in the questionnaire.

3. There are four actions that can be performed on each participant from the expanded participant details.
   • Edit opens the Edit participant dialog where the participant’s details can be changed.
   • Reset opens the Reset participant dialog where aspects of the invitation can be reset.
   • Preview questionnaire opens a preview of the questionnaire for that participant containing the questionnaire seeding information.
   • Delete opens the Delete participant dialog where you can remove this participant from this survey.

The table shows the actions that are available for the different distribution options.

	Send email invitations only	Log in respondent (with any other options)
Edit
Reset
Delete
Preview Questionnaire

Edit a participant

The participants list initially shows the data that was generated in Snap XMP Desktop. If you need to make any changes you can edit the participant’s data including the seeding data in Snap XMP Online.

1. Click the Edit button that is at the right hand end of the participant that you want to edit. This displays the Edit participant dialog with the participant’s data entered.

2. The dialog is split into 3 sections
   • Identity and status displays the participant’s login details and invitation settings shown in the participant list.
   • Invitation seeding displays the seeding data that will be used in the invitation. In the example above, the First name is shown. There can be multiple fields in this section depending on how the invitation is set up.
   • Questionnaire seeding displays the seeding data that will be used in the questionnaire. The fields in this section depend on the initial set up in Snap XMP Desktop.
3. When you have made your changes click Save to save your changes.

These are the fields that are displayed with the different distribution options.

	Send email invitations only	Log in respondent only	Log in respondent with Send email invitations	Log in respondent with Seed database data
Login
Password
Email address
Enabled
Send invites
Opted out
Invitation seeding
Questionnaire seeding

Preview the questionnaire for the selected participant

The preview questionnaire option, available for each participant, will take you through a test version of the questionnaire for the selected participant. This allows you to check that any seeded data for the selected participant is entered correctly as you progress through the test questionnaire.

1. Click the  button at the left hand side of a participant row to expand the information held for the selected participant.
2. Click the Preview questionnaire button.

3. The survey preview page will display. Click the I understand – start the preview link at the bottom of the page to start the preview questionnaire.
4. When running the questionnaire you can check that the questionnaire seeding is showing the correct values for the selected participant.
5. The preview will not save any response data.

Filter the participant list

If you have a large list of participants you can view a subset of participants by using the filter function.

1. Click the filter symbol  on the column header that you wish to filter on.
2. This displays the filter dialog for the particular column.

3. Click
   • Filter to show the filtered participants
   • Clear to remove an existing filter on the selected column.

Add a participant

You can add a new participant to your survey.

1. Click the Add Participant button in the main participant list menu. This displays the Add participant dialog.

2. The dialog is split into 3 sections
   • Identity and status displays the participant’s details from the participant list.
   • Invitation seeding displays the seeding data that will be used in the invitation. In the example above the First name is shown, but there may be multiple fields in this section depending on the invitation set up in Snap XMP Desktop.
   • Questionnaire seeding displays the seeding data that will be used in the questionnaire. The fields in this section depend on the initial set up in Snap XMP Desktop.
3. The Login entered must be unique within the participant list for the selected survey.
4. The Email address must be a valid email address.
5. Values for the Invitation seeding may be left blank. You will need to consider the impact on the invitation wording when the emails are sent out.
6. Values for the Questionnaire seeding may be left blank. When the participant completes the survey the corresponding questions will be left blank also.
7. When you have made your changes click Save to save your changes.

These are the fields that are displayed with the different distribution options.

	Send email invitations only	Log in respondent only	Log in respondent with Send email invitations	Log in respondent with Seed database data
Login
Password
Email address
Enabled
Send invites
Opted out
Invitation seeding
Questionnaire seeding

Reset participants

The Reset button can be used to reset different aspects of the interview schedule for participants at both the individual or group level.

Reset a participant

1. Click the  button at the left hand side of a participant row to expand the information held for the selected participant.
2. Click on the Reset button in the expanded participant details.

3. This will display the Reset Participant dialog. The first line shows that you are about to reset the selected participant by displaying their login.

4. You are able to reset the
   • Activation time

This resets the time set for Participant activated and Access expires to the time that the participant is reset by clicking the Reset participants button. This is only shown when invitations are used.

• Invitations schedule

This resets the time scheduled for the invitations and reminders to be sent out. The first invitation is scheduled to the time that the participant is reset by clicking the Reset participants button. The following reminders are rescheduled according to the Days to wait before sending. This is only shown when invitations are used.

• Completion status

This resets the participant to the Not started status, discarding any partial responses but keeping submitted responses.

• Select the options that need to be reset.
• Click Reset participants to reset the participants.

Reset a group of participants

1. Navigate to the Participant list in the Participants section.
2. Click on the Reset button in the Participant list overview.
3. This will display the Reset Participants dialog where you select which participants you would like to reset.

4. There are three selection criteria available
   • All participants
   • By the participant’s Send invites status
   • By the participant’s completion Status
5. Click Next to proceed to select which aspects to reset.

6. You are able to reset the
   • Activation time

This resets the time set for Participant activated and Access expires to the time that the participant is reset by clicking the Reset participants button. This is only shown when invitations are used.

• Invitations schedule

This resets the time scheduled for the invitations and reminders to be sent out. The first invitation is scheduled to the time that the participant is reset by clicking the Reset participants button. The following reminders are rescheduled according to the Days to wait before sending. This is only shown when invitations are used.

• Completion status

This resets the participant to the Not started status, discarding any partial responses but keeping submitted responses.

7. Select the options that you require to be reset.
8. Click Reset participants to reset the participants.

Delete participants

You are able to delete participants from the participants list. You can delete a single participant or a group of participants.

Delete a group of participants

1. Navigate to the Participant list in the Participants section.
2. Click the Delete button to delete a group of participants.
3. The Delete Participants dialog displays and shows a number of selection options.

4. There are four selection criteria available
   • All participants
   • By whether the participant has opted-out
   • By the participant’s Send invites status
   • By the participant’s completion Status
5. Click Next to proceed to the delete confirmation message.

6. Check that you wish to delete these participants and tick the confirmation.
7. Click Delete to delete these participants from the survey.
8. When the deletion is completed you are shown a delete confirmation message. Click Finish.

Delete a participant

1. Navigate to the Participant list in the Participants section.
2. Click the button at the left hand side of a participant row to expand the information held for the selected participant.

3. Click the Delete {Login} button. A delete confirmation message is displayed.

4. The message identifies the participant by the Login. Check that this is the correct participant and tick the confirmation.
5. Click Delete to delete the participant from the survey.
6. When the deletion is completed you are shown a delete confirmation message. Click Finish.

Remove All Participants and response data

When your survey is finished you may want to remove all the participants from the Participant list and remove all the response data.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click Remove Participants.
4. Select the check box I confirm I want to remove the Participants feature.
5. This cannot be undone. If you wish to proceed click Reset.

Export participants data

The participants’ data can be exported to an Excel or CSV file using the appropriate option in the Export menu.

1. Click on the Export menu. This displays two options to export to an Excel file or a comma separated values (CSV) file format.

2. When you have chosen the file format you need select the relevant menu option. The filename is given the name {Survey name} – participants with the suffix .csv or.xlsx depending on the export format selected. If there is more than one export for the survey the file name will have a bracketed number before the suffix. An example of an export file is Conference – participants.csv.
3. A download ready message is displayed once your file is exported. The file can be found in your download directory.

The post Managing your participants appeared first on SnapSurveys.

• provide the participants’ names and email addresses
• set up a requirement to login and seed the survey with participants’ login data
• seed the survey with other participants’ data that is used during completion
• create email invitations and reminders

The Upload Participants Wizard is used to set up participants for your survey and guides you through the following steps.

1. Select the file containing the participant data. The accepted formats are CSV or Excel.
2. Select whether you wish to link to participants, create email invitations and seed the survey with data.
3. Choose whether to run this as a standard or group questionnaire.
4. Define the email invitations and reminders.
5. Specify the mapping between the survey variables and the data fields.
6. Upload the participants in Snap XMP Online.

What you need in your file (for seed data, email invites and/or logins)

This table shows the required elements for each database record for the different operations.

	Unique email address	Unique participant login	Participant password	Fields containing data
Send email invitations
Participants login	Emails do not have to be unique for login	(may be email address)	If required
Seed data		(may be email address)		One database field per survey variable to load with data

An example of an Excel database file is shown below.

This data file contains

• unique email addresses used to send email invitations
• user names and password data used for participant logins
• two columns that contain seed data, First name and Age

Note: Age is a single choice question and the data refers to the codes

Upload participants using the Upload Participants Wizard

Use the Upload Participant Wizard to add your participants to the survey.

1. Open your survey in Snap XMP Online and from the Summary tab navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.

4. Click on Upload Participants to open the Upload Participants Wizard.

5. On the first page, click Select file to add the file with the participants’ data. The accepted formats are CSV and XLSX. Click Next.

6. On the next page, select the survey options for sending email invitations
7. If you want to invite the participants by email
   • Select Send email invites/reminders
   • In Email address field, select the spreadsheet column that contains the email address for the participants. This field is required and Snap XMP Online attempts to match the most likely column.
   • Select Seed data into invites/reminders if you want to seed data into the invitations, such as, name or surname, which can personalize the message.
8. If you do not want to use email invitations
   • Clear Send email invites/reminders. This disables the Email address field and Seed data into invites/reminders checkbox.
   • On the same page you can set whether to track respondents using login details or to create an anonymous survey.

9. If you want to track your respondents
   • Select Allow Snap Online to track your respondents for questionnaire seeding
   • In Login field, select the spreadsheet column that contains the Login for the participants. This field is required and needs to be unique as it is used to track the participant. Snap sets the default as the first column in the spreadsheet.
   • In Password field, select the spreadsheet column that contains the Password for the participants.
   • Select Seed data into questionnaire when your spreadsheet contains data that you want to default into the questionnaire as the participant is completing it.
   • Select Group questionnaire if you are running a group questionnaire. This is covered in the Group questionnaire section.
10. If you want to run an anonymous survey
    • Clear Allow Snap Online to track your respondents for questionnaire seeding. The other fields in this section become disabled.

• Click Next. If you have selected Seed data into invites/reminders the next page lets you set this up.
• Select a spreadsheet column from the Spreadsheet Column list and click Add next to the selected column. This adds another field below. Repeat for all the columns you need for your invitations and reminders.

• Click Next. If you selected Seed data into questionnaire the next page lets you set this up.
• Select a spreadsheet column from the Spreadsheet Column list then select the question to seed from the Snap  Variable list
• Click Add next to the row. This adds another row below. Repeat for all the columns you need for your questionnaire seeding

• In Single and Multiple Choice questions you can map values found in Spreadsheet Column to the code labels in Snap Variable. For each Spreadsheet Value select the corresponding Snap Variable Code Label. Click OK when you have finished returning to the wizard.

• Click Next. The overview summarizes the chosen settings for you to review.
• Click Upload to upload the participants to the survey. The results are displayed when the upload is complete.

Updating the participant data

During interviewing you may want to update the participants who are responding to your survey. This is done using the Upload Participants Wizard.

1. Open your survey in Snap XMP Online and from the survey’s Summary navigate to the Collect section.
2. Select the Participants side menu to view the participants and invitations. The Participants Overview is selected by default.
3. Click on the Participant list menu item to view the participants.
4. Click on Upload Participants to open the Upload Participants Wizard.

The first page gives three options to update the participants

5. Select the option you require then click Next. The wizard shows the same pages as described in the Upload Participants Wizard section.

The post Uploading participants from a spreadsheet appeared first on SnapSurveys.

• If your survey is open to anyone then all you need to do now is advertise the location of your survey for people to complete.
• If your survey is open to only a specific group of participants then you can set up the participants and send invitations or logins so that your participants know about the survey and are able to take part.

Prior to setting up participants and invitations your survey will show this message.

If you wish to use participants then you will need to set them up by uploading the participant data and creating invitations.

Once you have generated the survey’s participant list, the participant details can be viewed and edited. All the participant and invitation settings can be found in the Collect section for the survey.

The post Distributing your questionnaire appeared first on SnapSurveys.

Start interviewing

You can start the interviewing process manually following publication of your survey. This makes the survey available to your respondents.

1. Click the Start interviewing button to make the survey available to participants straight away.

2. Click the Start button to confirm that you would like to start interviewing.

Note: If a schedule has been set to start at a future date, interviewing will start at this date rather than immediately.

Pause interviewing

Once you have started interviewing you can pause interviewing. This can be useful when you need to republish a questionnaire.

1. Click the Pause interviewing button to pause interviewing.

2. Click OK to confirm the action. Interviewing is now paused.
3. The Pause interviewing button will become a Resume interviewing button.
4. You can restart interviewing by clicking the Resume interviewing button.

5. Click OK to confirm the action. The Resume interviewing button will become a Pause interviewing button.

Stop interviewing

After an interview has started, you can stop interviewing at any time. Stopping an interview closes the questionnaire and respondents can no longer respond.  It is used when the interviewing process has finished.

1. Click the Stop interviewing button to stop interviewing.

2. Click OK to confirm the action. Interviewing has now stopped.
3.  The Pause interviewing and Stop interviewing buttons will be replaced with a Start interviewing button.

Scheduling the interview

Many surveys run over a specified period of time with a preset start and end time. A survey interview can be planned beforehand by setting a schedule.

1. Navigate to the Collect section of your survey.
2. The Change schedule button is available after your survey has been published.
3. Click on the Change schedule button.

4. This shows the Interviewing schedule window.

5. Click  to set the date in the Start Interviewing and End interviewing fields.
6. Click  to set the time in the Start Interviewing and End interviewing fields.
7. Click Save to save the survey’s interview schedule.

The post Collecting your survey data appeared first on SnapSurveys.

There are two types of partial responses.

• Saved partial responses are created when a participant saves a part completed response and does not come back later to submit the response. Saved partials are only available on surveys that have the Save button.
• Running partial responses are created when a participant leaves the survey part way through the interview.

As a participant progresses through the interview the response is usually kept when the participant progresses to the next page. The behaviour depends on whether the survey is logged in or anonymous and running single or multiple responses.

Partial responses for different participant actions

Setting your survey to allow partial responses

Researchers are able to view all partial responses, decide whether to add them to the survey’s response data, and analyse these responses along with the completed responses.

You can select the option to collect all partial responses for your survey and decide, at a later time, whether to add them to your response data.

1. Navigate to the Collect menu. The Settings side menu is shown by default. The Running partials status is shown in the Overview section.

2. Click on the Change options button to display the Interviewing options dialog.

3. The Running partial responses option determines whether the selected survey will keep partial responses. Select this option to run partial responses and deselect to turn off partial responses.
4. Click Save to save the changes.

NOTE: When multiple responses are set on in the Change interview access dialog, Running partials is automatically disabled.

NOTE: Entries made on the current page or single page surveys may not keep partial responses even when Running partials is enabled because a partial response is saved when the respondent progresses to the next page.

Finding participants with partial responses

In the Participant list the Status filter can be used to view participants who are at different stages of completion.

There are two completed status values that show a participant has a partially completed response. The status can be

• Partial where the participant has stopped their response part way through completion
• Saved  where the participant has saved their response part way through completion

When you submit the partial responses, which includes saved responses, the status changes to Submitted.

1. Navigate to the Collect section and select the Participants side menu.
2. Select the Participant list option to view the participants’ details in the overview area.

3. Click on the Status filter icon in the Participant list header to display the filter selection dialog for the Status column.

4. Select the status you wish to filter on, that is Partial, Saved or Submitted.

5. Click Filter to filter the list and view the participants with the selected Status.

Submitting partial responses

You can include partial responses in your survey’s response data by submitting all partial responses. This option will only be available if you have the correct permissions to view and submit the partial responses.

You will need to consider at what stage of the interview process to submit the partials. Submitting all the partial responses once interviewing is closed ensures that the respondent is not going to return to complete the survey.

1. Navigate to the Collect section and select the Responses side menu.
2. Click the Partials option and this will display all the partial responses that have been collected.

3. If there are any partials they will be displayed in the Partial responses overview. You can use the navigation icons to move through the responses and view the data. You will need the correct permissions to view the partial responses.

4. When you are ready to submit the partial responses, click the Submit Partials button. You will need the correct permissions to submit the partial responses.

5. You will see a message telling you that the partial are being submitted.

6. You can see when you navigate to the Participants List in the Participants side menu that the participants that had a status of Partial or Saved have now been updated to Submitted.

7. The partial responses are cleared from the Partial responses list.

NOTE: If you submit partial responses while interviewing is open or restart interviewing after submitting the partials, it is possible to reset a submitted participant who wishes to complete the survey. Any partial response data that has been submitted will not be deleted automatically.

Discarding partial responses

You can discard partial responses by resetting participants based on their completed status. When you reset a participant any partial responses for that participant will be discarded and the status set to Not Started.

1. Navigate to the Collect section.
2. Click on the Participants side menu and select the Participant list option.

3. You can choose to reset a single participant or a group of participants with the Partial or Saved status.
   • To reset a single participant select the participant in the list and click on the Reset button in that participant’s details.

4. To reset a group of participants click on the Reset button at the top of the Participant list and select participants by completion status choosing the Partial or Saved status as required.

5. The step after is the same for both groups. Select the Completion status option. As described on the dialog this will discard any partial response.

6. Click Reset participants to reset the completion status of the selected participants.

NOTE: When a participant is deleted or chooses to opt out the associated partial is also deleted.

The post Managing partial responses appeared first on SnapSurveys.

There are two ways of navigating to the Collect section.

• Click the Collect link from the Conference survey Summary tab in Your work.

• Click the Collect tab from the Online Designer.

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.

Launching web interviews

Changing the Interview URL destination

When you publish the questionnaire, Snap XMP Online creates an Interview URL that respondents use to complete the questionnaire.

The last section of the Interview URL can be changed to a more meaningful name, provided the URL is not already in use. You should change the URL before you start interviewing so that all the respondents are using the same URL.

1. From the Collect section navigate to the Settings side menu.
2. Scroll down to the Web Interviews heading, if necessary.
3. In the Interview URL, click on  to edit the URL.
4. Confirm that you want to change the URL.
5. The last section of the URL becomes editable.

6. Enter the new text in the text box and click Save. The example below shows the new URL with the end section changed to “conference”.

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.

Using the QR Link

You can download a QR code to access the questionnaire.

1. From the Collect section navigate to the Settings side menu.
2. Scroll down to the Web Interviews heading, if necessary.
3. Click the QR link to download a PNG file containing the QR code.

4. Send the QR code to your respondents to access the questionnaire.

Printing paper questionnaires

On the Collect tab there is the option to download the questionnaire in PDF format for you to print and send to your participants.

1. From the Collect section navigate to the Settings side menu.
2. Scroll down to the Paper Interviews heading, if necessary.
3. There is a PDF download available for each paper edition in the survey.
4. Click the hyperlink for the edition you want. This downloads the PDF ready for printing.

Publishing an updated version of your survey

Sometimes you will need to change a questionnaire after it has been published. You must re-publish the updated questionnaire to ensure that the respondents are completing the latest version.

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

3. Before you can publish the latest questionnaire, you need to pause interviewing. Click Pause interviewing.
4. Once interviewing pauses 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 interviewing is using the most recent version of the survey. Click Resume interviewing to restart the interview process.

The post Publishing your survey appeared first on SnapSurveys.