Viewing the Response Profile

To view the Response Profile:

1. Select the survey from Your work. This shows the Summary tab, by default.
2. Select the Response Profile tab to view the response profiles of the participants and completed responses.

The Response Profile shows two profile sections:

• Profile of participants showing the current status for all participants, with the proportion of survey responses that are not started, started or completed.
• Profile of completed responses showing the profile of completed survey responses, with graphs of the date, day of the week and hour of the day that the responses were completed, and when invitations or reminders were sent.

Profile of participants

This section is only available for surveys that use participants. This section shows the current status for all participants. The graph shows the percentage of survey responses for each status: not started, started or completed.

The scale shows approximate percentage. Place the mouse cursor to hover over the graph to see the exact percentage of participants at each stage.

You can click the participant completion status labels to add or remove the participants with that status. The label has a line through it when the graph does not show that data.

Profile of completed responses

This section is available for all surveys. This section shows the profile of completed responses received and invites and reminders sent.

There are three graphs showing the number of completed responses received or invitations sent over the selected date ranges for:

• the date
• the day of the week
• the hour of the day

For each graph, click the labels for the completed responses received, or the invites and reminders sent, to show or hide the appropriate data. The label has a line through it when the graph does not show that data.

Selecting the date ranges

When you enter a date range, this shows the survey response profile for the selected range. You can drill-down to see the responses over specific dates especially over busy periods.

1. In the Show drop-down, select the date range. You can select from This month, Last month, Choose dates, All time, Last 7 days, Last 30 days.

2. If you select, Choose dates
   • In From, enter a start date, either by entering directly in the text box or by clicking the calendar icon and selecting the date.
   • In To, enter an end date, either by entering directly in the text box or by clicking the calendar icon and selecting the date. The end date must be on or after the start date.

3. Click the Refresh button. This updates the data in all the graphs in the completed responses profile.

The response profiles use the time zone of the survey.

Completed Responses profile graph by date

This graph shows the number of responses that the respondents completed on a specific date over the selected date range. It also shows the number of invitations and reminders sent on a specific date over the selected date range. The date range shown on the horizontal axis is that selected in the Show drop-down.

Completed Responses profile graph by day of the week

This graph shows the number of responses that the respondents completed on each day of the week over the selected date range. It also shows the number of invitations and reminders sent on each day of the week over the selected date range.

Completed Responses profile graph by hour of the day

This graph shows the number of responses that the respondents completed for each hour of the day over the selected date range. It also shows the number of invitations and reminders sent for each hour of the day over the selected date range.

The post Response profile appeared first on SnapSurveys.

Multi-factor authentication is a security measure for online software. In addition to your username and password, this requires you to authenticate your login by providing additional information that proves your identity. This is usually provided by a code generated in an email or in an authenticator app. This makes your account more secure as it requires multiple pieces of information to log on with.

Multi-factor authentication is often abbreviated to MFA and is used in the rest of this article.

Configure MFA

You configure the MFA in Snap XMP Online.

1. To set up MFA on your account log in to Snap XMP Online.
2. Select Your account in the side menu.
3. Select Security.

4. In the Security tab, click the Configure MFA button.

5. There are 3 options available: None, Email or Authenticator app. You can choose either Email or an Authenticator app to receive the 6-digit verification code. Examples of authenticator apps are Microsoft Authenticator or Google Authenticator. Select None to turn off MFA.

6. Click Next.
7. The next action depends on the option selected.
   • None – the MFA settings are cleared. Additional information will not be requested when you log in.
   • Email – an email will be sent to the email address associated with the logged in account with the 6-digit code. Enter the code and click OK.
   • Authenticator app – follow the instructions on the dialog to set this up. Enter the 6-digit code and click OK.
8. When the multi-factor authentication is set up you will be prompted for the code when you next log in.

Log in using MFA

Snap XMP Online

1. When you next log in, enter your username and password as usual and click Log in.
2. Snap XMP Online prompts you for a code. Enter the 6-digit code from email or the authenticator app.

3. If you wish to set your current device as a trusted device, select Remember browser. You will not need to enter the code each time you log in using the same browser on your device. If you use a different device or browser, you will need to enter the code.
4. Click Submit to log in to Snap XMP Online.

Snap XMP Desktop

Once you have set up MFA in Snap XMP Online, the next time you use Snap XMP Desktop you will need to enter a code. Make sure you are using Snap XMP Desktop 12.11 or later for MFA support.

1. Open Snap XMP Desktop.
2. The message ‘Could not validate account’ appears. Click OK to remove the message.
3. Enter the password for the user account shown.
4. Snap XMP Desktop prompts you for a code. Enter the 6-digit code from email or the authenticator app.

5. If you wish to set your current device as a trusted device, select Trust this device. You will not need to enter the code each time you log in on the same device. If you use a different device or browser, you will need to enter the code.
6. Click OK to log in to Snap XMP Online.

Change the type of MFA

You change the MFA settings in Snap XMP Online.

1. Log in to Snap XMP Online.
2. Select Your account in the side menu.
3. Select Security.

4. In the Security tab, click the Configure MFA button.

5. You can choose either Email or an Authenticator app to receive the 6-digit verification code. Examples of authenticator apps are Microsoft Authenticator or Google Authenticator.
6. Click Next.
7. The next action depends on the option selected.
   • Email – an email will be sent to the email address associated with the logged in account with the 6-digit code. Enter the code and click OK.
   • Authenticator app – follow the instructions on the dialog to set this up. Enter the 6-digit code and click OK.
8. When you next log in, enter the 6-digit code when prompted.

Clear the MFA settings

You can clear the MFA settings in Snap XMP Online, when you no longer require multi-factor authentication.

1. Log in to Snap XMP Online.
2. Select Your account in the side menu.
3. Select Security.

4. In the Security tab, click the Configure MFA button.

5. There are 3 options available: None, Email or Authenticator app. Select None to clear the MFA settings.
6. Click Next which clears the MFA settings. When you log in, you do not need to enter any additional information.

The post Multi-factor authentication (MFA) appeared first on SnapSurveys.

What is synchronized?

When changes are made to a survey, the data that is synchronized includes the

• Questionnaire when it is created in Snap XMP Online
• Publishing details
• Interviewing details
• Response data

When is it synchronized?

Synchronizing the surveys takes place in Snap XMP Online when you

• Load or reload your online survey, folder or Your work
• Save an online survey’s questionnaire

Synchronizing the surveys takes place in Snap XMP Desktop when you

• Open the online surveys in the Survey Overview window.
• Upload an online survey
• Download an online survey
• Click the Synchronize button
• Save an online survey’s questionnaire

Upload a Survey from Snap XMP Desktop

When you have made changes to a survey you can upload the survey to make sure it is available in Snap XMP Online.

1. In the Survey Overview window select to view the online surveys.
2. Select the survey that you have updated and would like to upload.
3. Click the Upload Survey button.

4. View the updated survey in Snap XMP Online.

Download a survey to Snap XMP Desktop

Before you start making changes to a survey in Snap XMP Desktop you can make sure you have the latest version of the survey by downloading it.

1. In the Survey Overview window select to view the online surveys.
2. Before you download you can check the status of your surveys by clicking the Refresh button to see which surveys are Out of date.

3. Select the survey you would like to download.
4. Click the Download Survey button.

5. After the survey is downloaded it is shown as Up to date. Open the survey to see the latest version.

Synchronize in Snap XMP Desktop

The Synchronize button on the main menu is available for online surveys only. This button synchronizes the online surveys.

The Synchronize button icon alters when changes are detected.

• is displayed when no changes are detected.
• is displayed when changes are detected.

1. Click on the Synchronize button or use the File/Synchronize menu option to synchronize your work.
2. A status bar is displayed while Snap XMP Desktop is synchronizing. The Synchronize button detects changes when
   • Changes are made to an open online survey in Snap XMP Desktop.
   • Any variable property, analysis, reports and analysis variables associated with an online survey are updated.
   • New responses are found for an open online survey.

Synchronize Your work in Snap XMP Online

There are two ways to update the surveys in Snap XMP Online.

1. Click on Your work to refresh the Your work side menu and Summary.

2. Click on the folder name to refresh the folder Summary.

3. Click on the Build, Collect or Analyze tab of your survey to reload the survey with the latest questionnaire and responses.

Synchronizing Publishing, Interviewing and Collecting

Online surveys are available in both Snap XMP Online and Snap XMP Desktop.

Online surveys are automatically synchronized between the two applications when a survey is

• Published
• Interviewing started
• Collecting responses

The information is available to view and edit in Snap XMP Desktop and Snap XMP Online, regardless of the application used to publish, start the interviewing process or collect responses.

The responses that are collected through interviewing can be viewed in Snap XMP Online or Snap XMP Desktop. The responses can come from online, mobile, kiosk and paper sources. As these responses arrive they are saved with the other cases. The case data is available to analyze in both Snap XMP Online and Snap XMP Desktop.

The post Synchronizing online surveys appeared first on SnapSurveys.

1. Click Your account in the side menu. The Summary section is displayed.
2. Click the Change password button in the Summary section. This shows the Change password page where you can update your password.

4. Enter your current password, your new password and confirm the new password.
5. Click the Change Password button to save the changes or Cancel the changes.

The post Changing your password appeared first on SnapSurveys.

1. Open a web browser and enter the Snap XMP Online web address. You will see a Log in to Snap XMP Online dialog as shown.

2. Click Reset password.
3. In the Reset your Snap XMP Online password page, enter the email address that you use for your Snap XMP Online account and follow any verification instructions.
4. Answer the reCaptcha question.
5. Click Reset password then follow the instructions to reset your password.

The post Resetting a forgotten password appeared first on SnapSurveys.

1. Click Your account in the side menu. The Summary section is displayed.
2. Click the Usage section to display the usage statistics page.

3. In Show select the date range. The options are:
   • This month
   • Last month
   • Choose dates
   • All time
4. If you select Choose dates you can enter the From and To dates.
5. Click Refresh to see the usage statistics for the account.

The post Checking how many units used appeared first on SnapSurveys.

You can view the activity on a survey in the Audit log. This is found by clicking the Audit log tab associated with the survey in Your work.  

Your account

You can view the activity timeline on your account in the Audit log. The link to the Audit log is found in the Your account side menu.

The post Viewing the audit logs appeared first on SnapSurveys.

Changing your password

1. Click Your account in the side menu. The Summary section is displayed.
2. Click the Change password button in the Summary section. This takes you to the Change password page where you can update your password.

4. Click the Change Password button to save the changes or Cancel the changes.

Editing your details and time zone

1. Navigate to Your account from the side menu.
2. Click the Edit Details button in the Summary section. This takes you to the Edit account details page where you can update your full name, phone number and time zone.

4. Click the Save button to save the changes or Cancel the changes.

The post Changing your account details appeared first on SnapSurveys.

The folders are located in Your work.

Access this section by clicking the Summary link when you are in the Online Designer.

In the Your work section folders and surveys can be

• Added
• Renamed
• Deleted
• Moved

Adding a folder

A new folder is created in the Summary section of Your work.

1. Navigate to the Summary section in Your work.
2. Click the New folder button to create a new folder.

3. This shows the New folder dialog box where you can type the folder name.
4. Click the Create folder button.

5. This adds the new folder to the folder hierarchy in the Your work side menu and displays the new folder’s Summary section.

Renaming a folder

You can rename a folder in the Your work summary section.

1. Navigate to the Your work side menu.
2. Select the folder that you would like to rename.
3. Click the  menu where you can select the Rename item.

4. Enter the new name for the folder in the Edit Name dialog box.
5. Click the Rename button to save the folder with the new name.

Deleting a folder

There are two ways to delete a folder.

Action Menu

1. Navigate to the Your work side menu.
2. Select the folder that you would like to delete.
3. Select the  menu where you can select the Delete folder item.

Your work Summary

1. Navigate to the folder in the Your work summary.
2. Click the bin icon for the folder you would like to delete.

Both Methods

1. Following the steps for either deletion method shows a Delete dialog. Click the Delete button to confirm that you want to continue deleting the folder.

2. When the folder contains one or more surveys the confirmation request for the deletion shows warnings that these surveys and associated responses will also be deleted.
3. NOTE: This action is permanent and you cannot undo the deletion.

Moving a folder

You can move a folder so that it becomes a sub folder. You can also move a sub folder to a top level position.

1. In the Your work side menu select the folder you would like to move.
2. Use drag and drop to move the folder.
3. There are three icons that show where the new location of the folder
   •  means you cannot move the folder here
   • means the folder will be moved to a sub folder location
   • means the folder will be moved to the top level
4. Drag and drop the folder at the desired location.

The post Managing folders appeared first on SnapSurveys.