Over the past few years, computer, smartphone and now TV screens have more than doubled in pixel resolution. This means the individual pixels that make up the screen have become so tiny they are virtually imperceptible to the human eye at a typical viewing distance. Apple first named these high resolution screens Retina displays, though the generic industry-wide names are HDPI (high dots per inch), high density, and more recently 4K or UHD though these are usually just TVs.

In this guide we’re focusing on smartphones as these are the most common high density devices.

Logos on high density screens

Due to high density screens having such tiny pixels, logos created for traditional low density screens would be displayed much too small on modern devices. To correct this, high density devices typically double the size of these images to make them look the same physical size as seen on low density screens. Unfortunately, the result of this re-sizing is images that appear blocky or blurry on high density screens.

But there is a solution…

Creating images for both low and high density screens

If you want your company or brand logo to look its best on both low and high density screens, use an image that is double the pixel resolution required on a standard low density display, then set the dimensions to 50%. This way it will look its best on both low density desktop screens, as well as modern high density screens like smartphones and tablets.

Using high density logos in Snap XMP

For this worksheet, our example survey logo on a standard definition screen is a 300px wide image, but we want it to look sharp on high density devices.

1. First, obtain or create a 600px wide version of the normal 300px logo. Your graphics or branding department may need to help out.

2. Using Insert › Image, choose the 600px logo to insert into the survey.

3. Using the Zoom input, change the value to 50%.

4. Click OK to insert the image.

Note: The logo may look a little blocky at this point. Don’t worry, that’s just how Snap XMP Desktop previews scaled images to prevent slowing down your computer.

Publish your survey to test on various device screens. It should look good on low density screens and sharp on high density devices.

Dos and Don’ts

• Do create high-resolution logos and graphics from original artwork files. Your branding, graphic design or marketing department may need to help out.
• Do consider the maximum width of your logo or graphic on the smallest devices. We recommend high definition logos being no larger than 600 pixels wide.
• Don’t use this method with photos as this could cause surveys to load slowly on poorer internet and data connections. Only create high definition logos, icons or diagrams.

The post Using logos for Retina and high density devices appeared first on SnapSurveys.

Some examples of CAPTCHAs are:

• A checkbox that says, “I’m not a robot”.
• A set of images that the user has to select based on a given criteria (e.g., select all the traffic lights).
• A distorted text or audio that the user must type or speak.
• A mathematical equation or a logic puzzle that the user must solve.

This help page shows you how to create a CAPTCHA , by adding a mathematical calculation image to your survey, which will automatically show a different image based on the time that the participant starts the survey. However, you can create a CAPTCHA that can change at different rates or using different criteria. We have supplied you with various images to allow for an image change every five seconds. The calculation can be as complex as you require.

The CAPTCHA works best at the start or end of the survey. We recommend that the CAPTCHA is displayed on a separate page, using a page break.

Please note:

• CAPTCHA is not currently available on text only accessible surveys where the strict rules and no dynamic content are set.
• This CAPTCHA option does not detect bots, however it may slow them down.

Downloading the sample CAPTCHA images

To help use a CAPTCHA in your survey we have provided some sample images.

Download the sample CAPTCHA images here: captcha-images.zip

Example CAPTCHA style question

Create the derived variable

1. Once you have created your survey, you will need to create a derived variable based on the ID.start paradata variable.
2. Select the Variables icon on the Snap XMP Desktop toolbar.
3. Click on the New Variable button
4. Give the variable the name ‘time’.
5. Select the Type as Derived and the Response as Single.
6. In the Code list, add the following, with each on a separate line:
   • Label ‘1’ and Value ‘ID.start second<16’
   • Label ‘2’ and Value ‘ID.start second<31’
   • Label ‘3’ and Value ‘ID.start second<46’
   • Label ‘4’ and Value ‘true’

7. Save the derived variable and return to the Questionnaire design window.

Add the CAPTCHA images

1. In the Questionnaire design window, add four Open Ended style questions at the start or end of the questionnaire.
2. In each of the questions, add a conditionally asked routing rule based on each code label in the derived variable. For example, in the first question set time = 1, the second question set time = 2 and so on.

3. To insert the CAPTCHA image, place the cursor in the question text area of the first Open Ended question then click the Insert | Image menu.
4. Enter the image file name or click Browse to select the image file. Set the Zoom and Alt Text as required. Click OK.
5. Repeat this for each question, inserting a different CAPTCHA image for each question. This example uses four of the calculation images.
6. On each of the Open Ended questions make sure the following are set in the Questionnaire Properties
   • Must Answer set to Yes
   • Box Scaling set to Fixed
   • Valid set to the answer to the image question.

7. Change the position of the Open Ended box so that is next to the calculation image.
   • Click on Positions from the second drop down box.
   • Change the Question to Beside.

8. Save the changes to the questionnaire.

Invalid CAPTCHA during the interview

If the wrong answer is given, a warning is shown to alert the respondent that they need to re-enter the CAPTCHA response.

The post Adding a CAPTCHA style question appeared first on SnapSurveys.

Finding the Google Font

1. Search Google Fonts or enter “https://fonts.google.com/” in your web browser. This page shows a list of available fonts with example text showing how the font looks.
2. Once you have found your desired font, click on the font to see all the different styles, for example, bold or italic. Click ‘Download Family’, found in the upper right-hand corner. This will download the font file to the downloads area on your device.
3. Install the fonts on your device. This is dependent on the device’s operating system and your organisation’s security procedures.
4. Select the appropriate font style by clicking on the Select option on the right of the font (in this case we have used Roboto Condensed Regular 400)

Using the Google Font in a survey

After you have installed the Google Font, you can use it in your surveys.

1. In Snap XMP Desktop, open the survey in the Questionnaire window.
2. Select the Style Mode icon .
3. Select All Styles from the first drop down menu.

.

1. Select Font from the second dropdown.
2. Select (All) from the third dropdown.
3. Replace the font in the fourth dropdown to the desired font. This will replace the font for all the text in the survey.

Linking the Google Font for interviewing

1. In your web browser, open Google Fonts again and select the View Selected Fonts icon in the upper right-hand corner of the page. (This may also be called View Selected Families with a different icon in the upper right-hand corner.)
2. A new panel will appear, copy the Use on the Web text, making sure the <link> option is selected.

3. In Snap XMP Desktop, open the survey in the Questionnaire window in Design mode. You need to add the Google Font using a custom html field at the beginning of your logo.
4. Insert the cursor at the start of your logo.
5. Right click then select Insert|HTML Field from the pop-up menu.
6. Select Custom HTML.
7. Paste the code from Google Fonts in the HTML field.
8. Click OK.

If you have different logos or title fields on each edition, you will need to repeat this for each edition.

Questionnaire Design View

The Questionnaire design view of your survey should look like this:

Save your survey and upload to Snap XMP Online.

Remember to check all editions of the questionnaire where you want the new font to be used.

Interviewing with the Google Font

Your online survey should appear with the Google Fonts.

The post Using Google fonts in a survey appeared first on SnapSurveys.

In Snap XMP, a survey can use multiple languages. An edition is created for each language added to the survey.

In Snap XMP, the map control can be used to allow the respondent to answer a question, or in this case, to choose a language by selecting an image.

Blank multi-lingual survey templates supplied with Snap XMP

Snap XMP is supplied with a multi-lingual survey template that already has a language edition built into them. The supplied survey templates differ by location and, at present, include:

• Blank Template with Welsh Edition in UK
• Blank Template with Spanish Edition in US
• Blank Template with French Edition in US
• Blank Template with French Edition in Canada
• Blank Template with Dutch Edition in Europe
• Blank Template with Spanish Edition in Europe
• Blank Template with Dutch and French Edition in Europe

These are available in the Reference SurveyPak provided in each region.

Creating a survey using the Blank multi-lingual survey templates

When you create a new survey in Snap XMP select the survey template with the required language. In this example, the Blank Template with Welsh Edition survey template is used.

1. Click Survey Overview   on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
2. Click Online Surveys   on the Survey Overview toolbar to show the online surveys.
3. Click   to create a new online survey.
4. Choose one of the multi-lingual survey templates as a starting point for the new survey. In this example, the Blank Template with Welsh Edition template is used. Select the survey template and click Next.

5. Enter the new survey’s name, title and location, then click OK.
6. This creates a survey with editions for PC/laptop, tablet, phone and paper in English and Welsh. The edition details are shown on the tabs at the bottom of the questionnaire window.

7. Immediately below the title there is a question asking the respondent to choose their preferred language. This is defined in the survey template by setting the ID.Language paradata as displayed in the questionnaire. This is set up in the Paradata section of the questionnaire properties.

Creating a map control

This section shows how to convert the multi-choice language question to a map control.

1. Select the language question and in the questionnaire toolbar, select Show in the second dropdown then select As Map Control in the third dropdown and select the Show checkbox.

2. This shows an area under the question text that says Double click to define Map Control. Double click on this area. This opens the Map Control Editor.
3. The next step is to import an image that contains the visual selection for each language. In this example, an image of the Welsh and British flags is used. Click the File menu then Import image. Browse to the image and click Open. The image is displayed in the Designer tab of the Map Control Editor.
4. Next, you need to define the shape of the clickable area for each language. First, set the colour of the outline by clicking the Outline pen . Select the colour and width required and click OK.

5. Click the Tools menu then select a shape. In this case, Square is selected. Draw the area around each flag.

6. Click Fill then select a colour and intensity, then click OK. This will show as a highlight when the respondent selects the flag.

7. Use the Preview tab to test how the map control will behave during the interview.

8. Click OK to save the map control. If you wish to save the map control to use in other questionnaires, click the File menu then Save map control from the Designer tab.
9. Repeat Step 1 for each edition of your survey that requires the map control for the language question.
10. Click Save to save the changes to the questionnaire.

Further Information

The Blank templates are a good starting point but, in Snap XMP, you can also add an additional language as well as create a new language edition.

There is also a webinar Multi Lingual Surveys and Forms from Snap Surveys on Vimeo  to help you build multi-lingual surveys.

The post Selecting the language in a multi-lingual questionnaire using the map control appeared first on SnapSurveys.

In this tutorial, the style mode is used to show how to customise check boxes and radio buttons in the closed question styles including Multi Choice, Single Choice, Grid and Semantic Scale styles. In Snap XMP Desktop, the default style is a check box for multiple response questions and a radio button for single response questions. Snap XMP Desktop provides image files that you can use for check boxes and radio buttons. These are in pairs, comprising an empty and a checked/selected version of each graphic. You can:

• use the defined pairs of Snap XMP Desktop box graphics
• combine the Snap XMP Desktop box graphics into different pairs
• use your own graphics

The Snap XMP Desktop graphic box naming convention is used to define pairs of check boxes and radio buttons. If you create your own images, using the same naming convention will let you see them in the list of On and Off images when you browse for them. Groups of check boxes and radio buttons with the same name will be synchronized, if this option is selected.

Once the new question style is complete you can save the new style to use in other questionnaires or create a Survey Template based on the questionnaire.

Step 1: Setting the box images

In this tutorial, a Multi Choice question style is used and the boxes are set to a specific image in Style mode.

1. In the Questionnaire window, click Style Mode on the Questionnaire toolbar.
2. Select the Multi Choice question. Selected questions are highlighted in red in Style mode.
3. In the Question style list, select All ‘Multi-Choice’ Styles. Any changes will be applied to all questions with a Multi Choice question style.

4. Select Boxes in the topics list then select Images in the adjacent list, as the type of box.

5. Click the Images button on the toolbar to open the Image Checkboxes dialog.

6. Check the Synchronise box to apply a set of four images that are defined using the Snap XMP Desktop graphic box naming convention.
7. Click the Edit button by the Off (unselected) box. This opens the Image Properties dialog.

8. Click Browse to select a new image for the boxes. Snap XMP Desktop checkbox images are stored in the sub-folder Styles\Checkboxes of your installation folder.
9. Select the folder containing the image size you want then select the image style required.

10. Set a color in the Colourize Gif field if you want to match the box color to your branding.
11. Click OK to use the selected style for checkboxes and radio buttons in all your multi-choice questions.
12. Click OK again to return to the questionnaire. All the Multi Choice questions show the updated check box images.

Step 2: Saving the new question style

You can save any changes as a question style so they can be re-used.

1. Make sure you are in Style mode and select the multi-choice question you have changed.
2. Click Style Organizer on the Questionnaire toolbar. This opens the Style Organiser.
3. The style of the selected question is highlighted and an image of the question is displayed in the Example pane.

4. Click Properties to open the Style Properties dialog
5. Change the Name to describe the style.
6. Click OK to save your style. The new style is now available for you to use elsewhere in the survey.

Further information can be found in the help on Changing the question boxes and Using Styles.

Saving the questionnaire styles

The questionnaire styles can be saved in a Style Template or the questionnaire can be used to create a Survey Template.

To save the question styles as a Style Template:

1. Click to change to the Design mode.
2. Click on the toolbar to open the Editions and Style Templates dialog.
3. Click Save to save the style template. You can use these styles in a different questionnaire by loading the saved style template from the same dialog.

Saving the questionnaire to create a Survey Template is described in the tutorial Creating a branded Survey Template.

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

The post How to customise check boxes using style mode appeared first on SnapSurveys.

The easiest way to link to a YouTube video is to use the embed code provided on the YouTube site. This is a piece of HTML used to embed the link to your chosen video. This tutorial shows how to link to one of Snap Survey’s videos available on YouTube, explaining how to find the embed code and insert it into your questionnaire. Additionally, the tutorial shows how to insert your organisation’s video files directly into the questionnaire.

You can insert media objects directly in your survey, but you must link to a YouTube video as it is not stored with the survey.

If you insert video objects directly into your survey, you may have problems, as the people viewing the videos may have different video applications. This means that unless they have downloaded and installed the correct video player to see your video, they may not be able to view the video at all.

If you are not dealing with confidential information, it is usually better to upload the video to a site such as YouTube, and then link to the uploaded video, rather than inserting the video directly. Even then there may be some problems, depending on the capabilities of the device, its browser and its installed video applications.

Step 1: Getting the YouTube link

Find the video that you wish to link to on the YouTube site. The example used in this tutorial is at https://www.youtube.com/watch?v=12JyM-byxfs&list=PLOh-638DOTITHo-KkavRW1INQhlE1fAdx.

1. Click the Share button below the video.

2. This displays a set of ways to share the video. Click the Embed button.

3. An area displays showing the HTML code you need to embed the video in your survey. Click Copy to copy the link text to the clipboard. This is used for creating the link described in step 2.

Step 2: Inserting the YouTube link

1. Click Questionnaire to open the Questionnaire window. Select the online edition(s).
2. Place the cursor where the YouTube video will be inserted and click the Insert button.
3. Select HTML Field from the list. This opens the New HTML Field dialog.
4. Select the Custom HTML radio button.
5. Paste the text you copied from the YouTube embed field into the HTML pane.

6. Click OK to close the dialog. The inserted HTML code displays as a single tag in your survey.
7. Publish your survey. The YouTube video is available to the participant when they complete the questionnaire. The look of the video link will vary depending on the browser you are using.

Inserting your own video file

To insert a video directly into the survey, you will need to have access to the video file. You can embed small video files directly in the survey where it will be stored with all the other survey information. If the video is large, it is better to put it somewhere else on the Internet (such as YouTube) and link to it in the same way that you linked to the YouTube video.

1. Place the cursor at the point where you wish to insert the video. This can be in any question but the Title, Sub-title or Instruction question styles are the most suitable, as they do not require any response.
2. Click the Insert button and select Media Field from the menu. This opens the New media field dialog.
3. Click Browse to select the media file. The file must be available locally or on your organisation’s network. You can use most multimedia file types.

4. Set the width and height for the file to display. This needs to be large enough to display controls for users to play a multimedia file. You may need to publish and preview the survey to get an accurate size.
5. Set autoplay to 1 to play the file automatically when the partiicpant opens the questionnaire page.
6. When you are happy with the settings, click OK.A link for the video is shown in the questionnaire.
7. Publish the questionnaire in preview to check that the video displays correctly. The look of the video controls will vary depending on the browser you are using.

If you wish to change the size of the display or the properties of the media object after it is inserted, double click the media file icon. This opens the New media field dialog.

Further information

You can insert audio files into your survey in the same way. See: Adding multimedia.

For information about inserting HTML links and code, see: Using HTML.

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

The post Using YouTube videos in a questionnaire appeared first on SnapSurveys.

Step 1: Creating the survey

1. In Snap XMP Desktop, open the Survey Overview window.
2. Click  to create a new survey. This opens a list of survey templates. Select the required template as the starting point for your survey. This example uses the Blank Template provided with Snap XMP Desktop. This creates a questionnaire with editions for PC/Laptop, Tablet, Phone and Paper.
3. Click Next. This opens the New Online Survey dialog for online surveys or the New Survey dialog for offline surveys.
4. Enter the survey name and title. For online surveys choose the folder location.
5. Click OK. The new survey opens in the Questionnaire window, by default. The questionnaire has 4 editions: PC/Laptop, Tablet, Phone and Paper. You will need to check that the column layout you have set up works for the editions that are used.
6. Add a title, sub-title and questions to the questionnaire.

7. Click to save the changes.

Step 2: Setting the survey to multiple columns

1. Click Questionnaire properties to open the Questionnaire properties dialog.
2. Select the Margins section, and set the Columns to 2.

3. Click OK.

Note: You may notice that this adjustment and the upcoming Step 3 adjustments have little or no impact on the survey’s layout in Design Mode. This is because the column layout is finalized when the survey is previewed, later in step 4.

Step 3: Controlling the column layout

1. When the questionnaire is running the Title and Sub-title variables are usually displayed across the full width of the page. Select the question and select the Columns topic then ensure that the Full Page option is enabled. (Note: The number to the right of the Columns selection is used in a separate feature to determine the column layout of the answer codes in a single or multi choice question.)

2. Similarly, select the remaining questions in the survey and ensure that the Full Page option is not enabled.

3. Click Save to save the changes.

Step 4: Previewing the questionnaire

1. Select File | Publish to open the Publish Questionnaire dialog.
2. Set the Method to Preview Only.

3. Click Publish to view the final column layout.

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

The post Multi-Column Layouts appeared first on SnapSurveys.

Slider Controls are made up of several graphics, plus some instructions on how they match to a question. All the information required for a Slider Control template is contained in a single file with an SLD extension. To make changes, you need to extract all the information, edit the graphics, and put them back into the Slider Control. This can be saved as a new Slider Control template.

In this example the Slider Control template uses a five-step rating scale with code labels Very poor to Very good. This tutorial describes how to change the images used in the template and how to adapt the templates to show different rating scales.

Extracting the Slider control template

1. On the Snap XMP Desktop toolbar, click Questionnaire to open the survey in the Questionnaire window.
2. Click New Question  to add a new question.
3. Select the Single Choice question style and then press Tab until you have 10 codes.

4. Select Show in the toolbar topics menu then select As Slider Control in the next dropdown list and select the Show box.

5. Click the Slider Control button to open the Slider Control wizard. Alternatively, you can double-click the grey area representing the slider.
6. Select the template you wish to change in the Slider Control wizard dialog.

7. Click the Extract button. This allows you to choose the folder where the files will be saved.
8. Select the folder to store the images, or click Make New Folder to store them in a new folder then click OK. Files containing the extracted graphics are saved to the selected directory.

Editing the extracted graphics

Any changes can be made to the graphics. If you change the height of horizontal graphics or width of vertical bars, you will need to make changes to the slider buttons and the graphic positions as well. For simplicity, this tutorial only changes the length of a slider bar.

1. Open your preferred graphics software used to edit the graphics.
2. Open the graphic to edit. The names of horizontal slider graphics are prefixed by “Horz” and vertical ones by “Vert”.
3. Save a copy of the graphic under a different name
4. Make the required edits. In this case, double the length of the horizontal bar image.
5. Save the edited bar graphic.
6. Check if you need to change the graphic for the slider button to match the new slider. To edit the graphic to match, make a copy of the button image before you make the required changes.

Using the new graphics in a Slider Control

1. Return to the questionnaire.
2. Double click the Slider control to open the Slider Control wizard, if it is not open.
3. Select the template that you wish to change.
4. Click Advanced. This opens the Points on slider page of the Slider Control wizard. The points on the five-point template have been duplicated to create a ten point style that matches the question. The Snap code label column shows the code labels used in the questionnaire.

5. Click the  button by the top image. This opens the Insert Image dialog.
6. Click Remove and then click OK to remove the image and display the code label instead.
7. Repeat for all the other images. If you are not using images, make sure that you have a text label for each point, as it will be displayed when the respondent moves the slider to that point.
8. The preview shows the slider displaying the code labels instead of images. Move the slider button the whole length of the bar to confirm that you have removed all the images.

Using the new slider graphic

1. Click Next to set the bar graphic.

2. Click Browse to find your edited graphic. The preview window changes to show the longer bar.
3. If you have also changed the slider button graphic, click Next twice to go to the Slider page where you set the slider button graphic, and browse for a graphic.

Lining up the code labels with the slider

By default, the code labels are put in the space left for the graphic. They now look a little high compared to the slider.

1. From the Slider page in the Slider Control wizard, click the Next button twice to move to set the position of the code labels.

2. Set the vertical space to 10. The preview shows the new position of the code labels. Change the number again if the code labels need further adjustment.

3. Click Finish to save your changes in the survey. You can turn your new slider into a template by clicking Save As.

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

The post Customizing the Slider Control templates appeared first on SnapSurveys.

Snap XMP Desktop includes predefined images that you can use in your surveys, these are called Map Controls. Snap Surveys also provides a range of rating scales that you can download and use. This tutorial shows how to add a map control to your survey.

Step 1: Add a question to your survey

This section shows how to add a single question as a Map Control, you can also use multiple-response questions.

1. In the Survey Overview window, open your survey.
2. Click New Question and set the question style as Single Choice. This adds a new Single Choice question.

3. Enter your questionnaire text, in this example “Overall, how satisfied are you with your visit to the mall?”
4. And the text for the answers, Very Satisfied, Satisfied, Neither satisfied nor dissatisfied, Dissatisfied and Very dissatisfied.

Step 2: Add the map control

The question is converted to a Map Control using the Show toolbar topic. You can then set up your Map Control using the Map Control Editor.

1. Select the question you want to convert to a Map Control
2. Choose the Show topic and select As Map Control then click the Show checkbox.
3. Double-click the grey area or click the Map control button on the toolbar to open the Map Control Editor.
4. Select File | Load Map Control.
5. For this example, double click the ‘Lrg 5 Point Emoji Pos to Neg.isf’ file.

6. Click the Preview tab at the base of the Map Control Editor.

7. Click on each smiley face in turn to check it behaves as you would expect (you are able to see the code label in the hover text).
8. Click OK to save the Map Control and return to the questionnaire.
9. Click Save to save the questionnaire.
10. Once the questionnaire is ready you can publish it and preview in Snap XMP Desktop or Snap XMP Online to test the question behaves as required.

Further resources

Further information can be found at: Creating a Map for analysis using an existing style explains how to change the way areas appear when the user clicks on them and Creating interactive images with a Map control

There is a reference guide to the Map Control Editor.

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

The post Using clickable images as answer choices appeared first on SnapSurveys.

• You can write the translation yourself (create a new language edition, and type in the translation)
• You can use an external translator (create a text file to be translated, and import the translated file)
• You can use pre-translated questions (create all the language editions that you need, and add a question that already has translations)
• Use Snap XMP Desktop to automatically translate all the questions it recognises using reference questions (open the reference window and then use the Translation Wizard).

If you use standard questions, you can add them to a multi-lingual SurveyPak, and then re-use them in other surveys, either by adding them directly to a multi-lingual questionnaire, or using the automatic translation facility.

This tutorial explains how to export a file to send to an external translator and re-import the translated text to create a bilingual survey. The example uses a translation from English to Spanish.

Step 1: Exporting the original version of your survey

These steps assume that you have created your questionnaire in one language before you start.

1. In the Survey Overview window, click Questionnaire to open the survey in the Questionnaire window.
2. Select File|Translation to display the Translation Wizard dialog.
3. In Action, select Prepare External Translation.

4. Click Next. In Export, select Reference file only to create a list of the phrases that need translating. If you already have translated some of the questions, export to a Reference with a matched translation. This creates two files, one with the list of text to be translated, and one with the list of texts that have been translated (with gaps for untranslated text).

5. Make a note of the File name you use so you can find it later. Check the Omit repeated content box to leave out phrases that are used in multiple places (for example, ratings questions might all have the same possible answers).
6. Click Start to generate your file. When the export has completed, you will be given a brief report. If you want to keep a copy of the report, click Send To to save it to a file.
7. Click OK to close the window.

Step 2: Sending the file to the translator

You now have a text file that you can send to your translator. They need to produce a translated file that matches the file that the translation wizard has produced. It needs to have the same number of lines and the same instructions to the translation wizard. These should not be translated. It also needs to be a plain text file (not a Word document).

The instructions are used to describe the question, and are all in capitals. For example, a section of the questionnaire appears in the file like this

START
NOTE 2 (ref:N2)
About Yourself 
NOTE 3 (ref:N3) 
Please spend a few moments filling in this questionnaire. SUMMARY 
Spend a few moments filling in questionnaire 
NOTE 4 (ref:N4) 
Please read each question carefully and tick a box to indicate your answer. 
SUMMARY 
Read each question carefully 
QUESTION 5 (ref:Q1) 
Are you male or female? 
SUMMARY 
Respondent gender 
ANSWER 
Male 
Female 

You would ask your translator to translate the phrases between the lines in capitals. Their translation would look something like this.

START
NOTE 2 (ref:N2)
Sobre Usted
NOTE 3 (ref:N3)
Por favor, dedique unos instantes a rellenar este cuestionario.
SUMMARY
Dedique unos instantes a rellenar este cuestionario
NOTE 4 (ref:N4)
Por favor, lea detenidamente cada pregunta y marque una casilla para indicar su respuesta.
SUMMARY
Lea detenidamente cada pregunta
QUESTION 5 (ref:Q1)
¿Es usted hombre o mujer?
SUMMARY
Género
ANSWER
Hombre
Mujer

The generated translation file starts with a set of notes for the translator

• please translate between ‘START’ and ‘END’
• please do not translate START, END, TOPIC, NOTE, QUESTION, SUMMARY, ANSWER, FOOTNOTE, LANGUAGE: , etc.
• please do not add or remove lines
• Un-translatable questions may be removed provided the declaration line is left (and only this line)

{The declaration line is the line containing the reference name eg ‘(ref:V101)’}

• Please only place comments or warnings about a question at the end of the declaration line, following the ‘(ref:Vn)’

Step 3: Importing the new translated file

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

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

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

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

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

6. Set the File name for the Reference Language to the file that you exported from the survey in Step 1.
7. Select Add Language as the translation language. This adds a new language edition to your questionnaire. (If you already have the correct language in your questionnaire, just select it in the list.)

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

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

Further information

If you would like to find out more about running a multi-lingual questionnaire, see Languages.

For more information about running a survey in multiple languages, see the worksheet Creating a new language edition.

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

The post Translating your survey appeared first on SnapSurveys.

Grid layouts can be affected by this and Snap XMP Desktop provides several tools to assist you in laying out grid questions and adjusting positioning of the separate elements.

This tutorial shows you how to adjust the layout of a grid question:

• Set the grid boxes so that they are vertically centred
• Hide the question number and remove the space left for it
• Change the spacing between the grid elements
• Adjust the page margins

The original grid question before the changes is shown:

Step 1: Removing question numbers

1. In the Questionnaire window, click Style Mode .
2. Select All Styles from the question style list. Any changes made will now affect all questions.
3. Select Show from the toolbar topic menu.
4. Select Name (for question numbers) or Grid Name (for grid question numbers) from the element list.
5. Clear the Show box to hide the question numbers.

The question is shown with no question number:

Step 2: Align response boxes vertically

The preview shows that the response circles are vertically aligned with the bottom of the row. You can change that by adjusting the alignment.

1. In the Questionnaire window, click Style Mode .
2. Select All ‘Grid’ Styles from the question style list. Any changes made will now affect all Grid question styles.
3. Select Alignment from the toolbar topic menu.
4. Select Code Box from the element list.
5. The first box (showing Center in the image) gives the horizontal alignment.
6. The second box (showing Middle in the image) gives the vertical alignment.

7. Set the vertical alignment to Middle.

Step 3: Adjusting the grid question spacing

The spacing of a grid question is calculated proportionately to the browser window size. This is because you do not know how respondents will be viewing your questionnaire. You can define the amount of available space that is given to each element using the Tabs option. The diagram below shows the element names and the areas they affect.

Remove the space left for the hidden question numbers

1. Make sure that the Questionnaire window is in Style Mode . If you have switched to design mode in the mean time, click Style Mode  again
2. Select All Styles from the question style list.
3. Select Tabs from the toolbar topic menu.
4. Select Name from the element list.

5. Reduce the space for the Name element down to 0%. This will move the questions to the left-hand side of the questionnaire.

The grid question is shown with the spacing removed:

Increase the space between the grid columns and remove the right-hand space

The code gutter describes the space between the grid columns. Increasing the code gutter will increase the width of the grid and display the code boxes further apart.

The code verge describes the space between the last grid column and the right hand side of the questionnaire.

1. Make sure that the Questionnaire window is in Style Mode . If you have switched to design mode in the mean time, click Style Mode  again
2. Select All ‘Grid’ Styles from the question style list.
3. Select Tabs from the toolbar topic menu.
4. Select Code Gutter from the element list.

5. Increase the space for the Code Gutter element to 15%.
6. Select Code Verge from the element list.

7. Reduce the space for the Code Verge element down to 0%. This removes the space between the question and the right-hand side of the window.

8. Align the grid row labels with the question text by setting the Code Offset to 0%.

Step 4: Changing the page settings

1. Click Publish from the Questionnaire toolbar.
2. Set the Method to publish your questionnaire to Preview only.
3. Click the Publish button to display the questionnaire as it will appear to the participant. There’s still space between the edges of the window and the grid question in the published survey. This is set in the Margins option in Questionnaire properties.

4. Click  to open the Questionnaire properties dialog.
5. Select Margins in the Section list.
6. Set all the margins value to 0px and click OK.

7. Publish your questionnaire to preview again. Your grid question should now expand to fit the whole of the browser window.

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

The post Laying out a grid question for an online survey appeared first on SnapSurveys.

1. Open the survey in the Questionnaire window in Design Mode.
2. Select the question where you want to add the currency sign.

3. Select Show from the Topics menu.
4. From the next drop-down select Grid Label and place a tick in the box next to Show.

5. Delete the pre-existing text and type in the currency sign, then from the Topics menu select Alignment and set to Right.
6. If you wish to increase the size of the currency sign, select the symbol then select Font from the Topics menu and change the font size.
7. Select Tabs from the Topics menu and change the Tab percent for Grid Label to the desired location and set the Code Offset to 0%.

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

The post How to display a currency sign beside a code box appeared first on SnapSurveys.

Step 1: Cloning the title logo on the Smartphone edition

1. In the Smartphone edition, select the title logo and then click on the Clone icon    
2. The cloned title logo is inserted below the original title logo.

Step 2: Hiding the original title logo on the Smartphone edition

1. Right click on the original title logo and select Hide Variable from the menu.
2. You should now have one title logo available and one hidden.

Step 3: Resizing the cloned logo on the Smartphone edition

1. Double click on the available logo and this shows the Image Properties window. In Zoom, enter the percentage zoom setting. Start with a zoom setting of 50% which halves the logo size. You may want to adjust the percentage slightly more depending on the logo you are using.
2. When you are happy with the size, click OK.

3. You now have a resized logo that is the right fit for the Smartphone edition:

Step 4: Hiding the Smartphone logo on the other editions

1. If the survey has other editions, such as WebHost or tablet editions, these still have two title logos.

2. For each of these editions, select the smaller logo then right click and select Hide Variable from the menu. Now only the larger title logo is available.

3. Once all of the title logos are correct, publish the survey file and test it on your Smartphone screen. Check that the title logo fits the screen well and doesn’t cause any scrolling across the screen.

This worksheet has described how to ensure that you have the correct logo size for your Smartphone edition so that it is not too big for the screen.

If you are using the default page width for your tablet edition, you do not have to resize your logo. You can use the logo you have used for your PC edition as the page widths for these editions are very close in size. The default size for the tablet is 1023px and the default size for the PC edition is 1024px.

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

The post Adjusting a title logo to fit on a Smartphone edition appeared first on SnapSurveys.

Step 1: Create the new question styles

1. Add your questions to the questionnaire and then customise them so they appear as you require. For example, you may decide to change the number of columns within a question (see the example below), use a different font or change the style of the boxes etc. Use the Topic menu to make these changes to your questions.

2. When you customise a default question style this creates a new unnamed style; this adds ‘like’ at the beginning of the default name in the Styles Selection list.

3. In order for this new style of question to be added to the template it has to be saved with a name. To name an unnamed style, select the question then switch to Style Mode .
4. Select the Style Organiser icon.

5. The question selected in the Questionnaire Design window is highlighted in the Styles list in the Style Organiser dialog. Click on the Properties button and name the new style in the Style Properties dialog, e.g. Multi Choice 4 Columns.
6. Click Ok to close the Style Properties dialog and then OK again to close the Style Organiser dialog box. Any questions in the questionnaire that have the same customisation applied to them are renamed to the new style name.

7. Repeat the steps 1 to 6 to save any customised questions in the questionnaire with a named style.

Step 2: Save the style template

1. Click to return to Design Mode; the newly named styles will be available in the Style Selection dropdown list.
2. Once you have saved all the styles that you want to use in your questionnaire the styles can be saved in a style template.Click Editions and Style Templates .

3. Click the Save button from the Style Template section.
4. Save the new template by giving it a name, e.g. House Style.qsf, then click Save. The new template is saved in the Snap XMP Desktop Styles folder.

Step 3: Load a style template

1. To access a saved style click Editions and Style Templates , then click on the Load button and browse to the appropriate saved style file.
2. All the new question styles that have been created and saved are now loaded from the template selected. You can determine what level of the template you want to apply based on 3 options.
   • Page Setup – portrait/ landscape (for paper questionnaires) etc.
   • Colours – the individual colour for the background/fonts/boxes, etc.
   • Layout – the arrangement and format of individual styles of questions.

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

The post Creating a personalised style template appeared first on SnapSurveys.

Step 1: Creating the hyperlink to another web page

1. Click Survey Overview on the Snap XMP Desktop toolbar. This opens the Survey Overview window.
2. Click Online Surveys or Offline Surveys , as required, and open the survey in the Questionnaire window.
3. Select the text that will become the clickable hyperlink.

4. Right-click the text and select Insert then HTML field from the context menu. (An Insert button is also available on the toolbar when you have Fonts selected in the Toolbar topics menu.) This opens the New HTML Field dialog. By default, the selected text appears as the Web address.

5. Edit the text in the Web Address box to show the site you want to link to, e.g., www.snapsurveys.com.

6. Click OK. The start and end hyperlink tags are inserted in the questionnaire. Double click on the hyperlink text to edit.

Step 2: Testing the hyperlink

When you have completed your questionnaire design, test the hyperlink using the preview option.

1. Click Publish to open the Publish Questionnaire dialog.
2. In Method, select Preview only.

3. Click Publish to open a preview of the survey and check that the hyperlink works as expected.

Step 3: Providing image descriptions using Alt text

When an image is inserted into an online survey, there is the option of adding Alt text. This is text that provides a brief description of the image that is shown when the image is not available, when the mouse hovers over the image and is used by text readers.

When inserting the image, complete the Alt text field below the image. Describe the image and its function briefly to conform to accessibility guidelines. A new image can be inserted using the Insert button when Fonts is selected in the Toolbar topics menu. Double click on an existing image to edit.

When testing the survey, move your mouse over the image. In most browsers, the Alt text will be displayed.

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

The post Providing information using hyperlinks and Alt text appeared first on SnapSurveys.

We will use the gender question as the example for this worksheet.  Sample images are available to download below.

Download the sample images using right-click and selecting ‘Save Image as…’

Snap Surveys also provides a range of rating scales that you can download and use.

Snap XMP Desktop allows you to show coded questions as clickable images. These are known as Map Controls. To create your own Map Control you must edit your image in the Map Control Editor.

You can convert single and multi-response questions to Map Controls. You must define an area of the image that represents each code, and then set how it will appear when the respondent clicks on it. The image used to form the structure of the map control can be a picture of anything – it is not limited to a cartographical map. Possibilities include:

• map of a country, region or district split up into areas
• schematic picture of a human body which may be used to indicate areas affected by injury or disease
• photograph of a street scene with potentially hazardous situations marked

Map Controls can be associated with single-response and multiple-response questions in electronic editions of the questionnaire, such as, Snap Online, tablet, kiosk or smartphone.

Step 1: Add the question

This section describes adding the single-response Gender question to your questionnaire.

1. Open your survey in Snap XMP Desktop.
2. Add a new question. If it is not already a Single choice type question then change it to one and set it as Single response.

3. Enter your questionnaire text (Are you male or female?) and two codes.

Step 2: Define the map control

You convert your question to a Map Control using the Show toolbar topic and then set up your Map Control in the Map Control Editor. You must choose an image and then define the clickable areas.

1. Select the Map Control question.
2. Choose the Show topic and select As Map Control, then click the Show checkbox.
   
3. Double-click the gray area or click the [Map control] button on the toolbar to open the Map Control Editor.
4. Select File | Import image… and browse for your image.
5. Select the rectangle .
   

6. Draw a rectangle around the male icon. This defines the clickable area for the respondent to select a code.
7. Select Shape | Assign to code, and select the appropriate code.

8. Click the Colour Filter  button. This sets which colour you want to use to highlight the area when it has been selected.
9. Choose a blue and click Close.
10. Select the rectangle and draw a rectangle around the female icon. Assign the code and set a different colour.
11. Click the Preview tab at the base of the window.

12. Click on each area in turn to check it behaves as you would expect.
13. Click OK to return to the questionnaire.

Step 3: Making the map control a “Must answer” question

You can apply must answer and minimum and maximum response requirements to Map Controls and Slider Control questions.

1. Select the image map question in your questionnaire.
2. Click or press [Alt]+[Enter] to display the Variable Properties for the question.
3. Scroll down to find Must Answer and set it to Yes.

4. Click OK to force respondents to answer the gender question.

Step 4: Save your Map Control to use again

You can save your Map Control so that you can use it in other surveys and other editions.

1. Double-click the Map Control to open the Map Control Editor.
2. Select File | Save map control and browse for a folder.
3. Give your Map Control file a name and click Save.

Step 5: Change the Map Control for different screen sizes

Map Controls can take a lot of screen space and take time to load. You can change their size to make them suitable for smaller screens. You can remove them if you are concerned about load time.

1. Create the Map Control question in your new edition or survey. (Use a Snap Online edition for an adaptive survey, or mobile for one which is only going to be used on mobile devices).
2. Convert the question to a Map Control (Choose the Show topic and select As Map Control, then click the Show checkbox). If you have added an additional edition to your survey, you will see the gender Map Control. If it is a new survey, you must load your saved Map Control.
3. Double-click the gray area to open the Map Control Editor.
4. Select File|Load map control and select the control you saved earlier.
5. The gender map will load. Select the size control and change the size to 50%. The map will resize.

6. Click OK to leave the Map Control Editor.

Removing a map control

You can remove a map control from a question.

1. Select your Map Control question.
2. Select the Show toolbar topic.
3. Select As Map Control by clearing the Show box.

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

The post Creating interactive images with a Map control appeared first on SnapSurveys.

You can convert single response Grid First questions to a Drag and Drop question in Snap. There are 2 types of drag and drop styles:

• Ranking allows you to rank the answer choices in the grid
• Categorise allows you to Categorise answer choices in different boxes in the grid

Possibilities include:

• Ranking answer choices in order of most favourite or most important
• Categorising answer choices by how often they are purchased or visited

Single response questions can be styled as Drag and Drop in electronic editions of the questionnaire, such as Snap Online, web, tablet, smartphone.

Step 1: Add a Grid First question to your questionnaire

This section describes adding the single-response Grid First question to your questionnaire.

1. Open your survey in Snap.
2. Open the Questionnaire window if it is not already open.
3. Add a new Grid First question.

4. Enter your question text (for example, Put the fruit in order of most favourite?).
5. Press Tab on your keyboard and enter your code labels (for example, 1st, 2nd, 3rd, 4th, pressing Tab to move through each code position).
6. Press the down arrow key to enter your first Grid label (for example, Apples).
7. Press Tab to continue entering your Grid labels (for example, Grapes, Oranges and Peaches).

Please note that you need to create the same number of grid code labels as the number of ranks or categories that you need, before converting the grid to a drag and drop question.

Step 2: Change the question style to a Drag and Drop

You convert your question to a Drag and Drop using the Show toolbar topic menu.

1. Select the Grid First question.
2. Choose the Show topic and select As Drag and Drop, and then click the Show checkbox. The Drag and Drop defaults to Categorize; select Rank. The question layout changes to a Source Panel on the left and a Target Panel on the right.

3. Select Options if you wish to edit the background colours of the panels.

4. To preview the Drag and Drop, select File | Publish to display the Publish Questionnaire dialog. The Output Method defaults to Preview Only. Click Publish. The preview will open a new window and display the question as it would appear in a web browser.

Alternatively, if you wish to create a Drag and Drop question for the purpose of categorising answer choices in different boxes (for example, how often items are purchased), you will need to change the default setting drop down of Rank to Categorize (See Step 2, point 2 above).

When the questionnaire is previewed, the Drag and Drop question will be displayed as below:

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

The post Drag and Drop appeared first on SnapSurveys.

This tutorial describes how to create a dual-language questionnaire. If you are publishing to Snap XMP Online or Interviewer, you can set up the questionnaire so that the participant selects their preferred language and then completes the questionnaire in that language. The responses expected are identical for both languages.

Each language edition consists of a name, a language code and the edition text.

Name

You need to enter a name that describes the new language edition when you create it. The name shows in the edition tab to help you identify the edition. Snap XMP Desktop provides default language names that are associated with a particular character set (e.g. Russian), but you can use any name, and select any character set.

Language

You select the language when you create a language edition. The languages are currently listed as ISO (International Standards Organisation) codes. This defines what characters you can use. (To see them appear correctly, you need to set up that language in Windows.) For example, if you select ru (Russian) you will be able to enter Cyrillic. If you are not sure which language is represented by a code, select a named language in the Name box, and note the code shown in the lower box.

Edition Text

The text includes all the text in your questionnaire, such as titles, question text and labels. When you create a new language edition, existing text is:

• copied if an edition using the same language exists
• omitted if a new language is used (but the original text appears in grey so you can see what you are translating from)

Changing between the language editions

When you create a new language edition, a tab for the new edition appears at the bottom of the questionnaire design window. Click on the tabs or use [Alt] [PgUp] and [Alt] [PgDn] to change from one edition to another. A new language edition is created for each current edition.

Publishing

When the survey is published all language and format editions are published together. The language edition used is identified in a system variable called ID.language. If you use it, a question is inserted in the questionnaire asking participants which language they would like to use. The survey language changes automatically according to the response to the inserted question.

NOTE: For paper editions, each language edition is printed separately or a PDF is created for each language edition.

Analysis

Because the variables are exactly the same in all editions, even though the questionnaires may look different, you can combine data from questionnaires in different languages, and analyze it together.

When you have multiple language editions of a questionnaire, the variable ID.language is created automatically. This is preloaded with the language value when you publish the questionnaire, allowing you to do analysis by language.

Steps to create a multi-language survey

The instructions below describe how to create Snap Online editions in Welsh and English. It assumes that you start with an English language edition, and have the Welsh language translation.

Creating the language edition

1. In the Survey Overview window, open the survey in Questionnaire Design mode.
2. Click Editions and Style Templates and view the current editions.

3. Click Language to open the Languages dialog.

4. Click Add to open the Define Language dialog.
5. In the Name list select Welsh (United Kingdom) and click OK to take you back to the Language dialog.

6. In the Language dialog, select Swap keyboard layouts to set the keyboard layout to Welsh when this is the selected edition. (This will only have an effect if you have added Welsh to your computer using the Languages settings.)
7. Click OK to save and return to the Editions and Style Templates dialog. Click OK to return to your questionnaire.
8. A new tab appears at the bottom of the questionnaire showing the new language edition.

Making the language changes to the new edition

1. In the Questionnaire Design window, select the Welsh language edition tab.
2. Select a question to translate. The question displays the English text in pale grey to tell you what you need to translate.

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

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

Inserting the language paradata question to create a dual-language output

1. Click Questionnaire Properties on the Questionnaire window toolbar. This opens the Questionnaire Properties dialog.
2. In the Paradata section, select the Language system variable and select Display in survey.

3. Click OK.
4. This inserts a new single-response question at the top of your questionnaire.

5. Move it to the position you want, usually below the title, using the control and down arrow keys. (Do not use cut and paste, you will lose the special link to the language variable.)
6. Edit the text so that it is appropriate for both languages:

Publishing the dual-language edition

1. Click Publish on the Questionnaire Design window toolbar and the Publish Questionnaire dialog opens.
2. In the Paradata section, check that the Language variable is used in the survey. (If you cut and pasted the question that uses it, you may have deleted it by mistake.)
3. In the Output section select the Publish with preview or Publish without preview, as required.
4. Click Publish.

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

The post Creating a new language edition appeared first on SnapSurveys.

Dependents can be found in different aspects of a survey, including variables, analyses or reports that depend on another variable. If a variable has dependents you cannot delete it until all the things that are dependent on it, its dependents, have been removed.

It is useful to know how to view the dependents. This identifies the dependencies that need to be removed before you can delete the variable.

A dependent can use a variable in:

• routing
• a derived variable
• a label of a variable
• an analysis variable
• analyses or reports

Viewing Dependents

In order to view the dependents for a variable:

1. Click Variables on the main toolbar. This opens the Variables window.
2. Click to select the variable.
3. Click View Sources & Dependents . This opens the Sources/Dependencies window.

4. The Dependents columns shows the dependents for the question. This column shows a list of all the things that use or are dependent on Q9.

5. The Sources column contains a list of all the things that the variable depends on. Double click on V1 in the Dependents column to show the Sources/Dependencies for V1. In the Sources column, Q9 shows that V1 depends on Q9. Click Back to return to the Sources/Dependencies for Q9.

6. The icon shown next to the name shows the type of dependent or source.

Analysis

Analysis Variable

Variable

Report

Removing Dependents

In order to remove a dependent of the variable:

1. In the Dependents column, click to select the dependent.
2. Click the Properties button. This opens the properties window associated with the type of dependent that is selected. For example, V1 opens the Variable Details window. You can edit the dependent in the properties window.

3. Click the Summary button to go to the dependent’s summary window. For example, in Variable Details this opens the Variables window.

4. Before deleting the dependent, close the properties window with the dependent’s details, for example, the Variable Details window containing V1.
5. Return to the summary window, click to select the dependent, for example V1, then click Delete to delete the dependent.

Please note that you will need to remove all dependents of a variable in order to delete it.

The post Viewing and removing dependents appeared first on SnapSurveys.

Participants choose whether to give consent by answering a specific question at the beginning of the survey.  If they choose not to provide consent they are prevented from completing the survey.

Provide potential participants with the relevant information

You need to ensure that the consent that you obtain from participants is ‘informed’, meaning that participants have been given ‘fair processing information’ and have been informed of all aspects of the survey project that are relevant to their decision to participate. This is commonly done by providing potential participants with a privacy or information notice. You can present this information by including it in the instruction question type field at the start of your survey. You have the option of providing this information in a layered format by providing a summary of the essential information in the instruction question type field, followed by a link to your full privacy policy or notice for more detailed information. You are also able to include a link to the Snap Surveys’ Privacy Policy; available at https://www.snapsurveys.com/survey-software/privacy-policy-uk/, for information as to how we act as your data processor.

In this worksheet example, the question and text are an example of simple wording that may be used as part of the process of gaining consent to the collection of the survey response data and processing it for the purposes of the survey itself. You can set the question and the explanation to include whatever information you as data controller consider appropriate for your survey, the type of data that you propose to collect, and the uses that you propose to make of the survey response data.

For example, where special categories of personal data will be collected (e.g. gender and ethnicity data) and explicit consent is required, you may wish to include specific wording to make it clear that the participant is willing to provide such information. If you plan to use the response data for other purposes beyond the survey itself, you may also set multiple consent questions, to separately obtain consent for each of them.

Create a Multi Choice style consent question

1. Open your survey in the Questionnaire window and Design Mode , the default, set.
2. Click into the first title or question field at the top of your questionnaire.
3. Press Enter to create a new question after this question.
4. Select the dropdown list on the toolbar change it to Multi Choice. The shape of the response box changes to a square.
5. Click on the question and press the key combination Ctrl + Shift + B to insert a page break above your new question (alternatively click the right–hand button on the mouse and select Break and Page Break).
6. In the area marked Click here for text, enter your consent request text.

7. Add a page break between the consent question and any following question.

Set the question as a mandatory response

1. Ensure the consent question is selected and choose Variable Properties  from the Questionnaire window toolbar.
2. In the Must Answer property, select Yes to make the question mandatory.

3. Click OK then click Save .

Test the survey

1. Select File | Publish to display the Publish Questionnaire window.
2. Select Preview only as the Output Method.
3. Select Publish. The preview opens a new browser window and displays your survey as it would appear in a web browser immediately after it has been published. Use this previewed survey to test that your consent question behaves accordingly.
4. In the published version it will look like this.

5. Check that the consent question appears on a page by itself and must be answered before the participant can complete the rest of the survey.

Keep a record of consent

1. In Snap XMP Desktop, click  to open the Data Entry window.
2. Select the menu option File | Export to display the Data Export dialog.

1. Select Excel (CSV) as the format.
2. File should be selected as the Destination – you can use the Browse button to specify where your file will be created.
3. In the Content field, type the variable name of your consent question and ID.date, ID.time and ID.name.
4. Click OK.
5. The file created contains the information required to show that the participant has given consent.

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

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