This allows you to capture which link the participant used, so you can track the participants’ engagement on each platform.

Step 1: Creating a variable to capture the seeded data.

1. Create a variable to capture the data you want to collect. This example uses an Open Ended Literal variable, but you can also use a coded single choice variable.
2. Change the name of the variable to something that helps you recognise it easily. Do this by right-clicking on the variable, then selecting Variable Properties. In this example, the variable name is changed to “Website”.

3. If you don’t want the participants to see the variable in the survey, you can then hide it. To do this simply right click on the variable, then select Hide Variable. The participant cannot view a hidden variable, but the questionnaire uses the data behind the scenes.
4. When the questionnaire is ready, you can publish it, which creates the survey URL in Snap Online. You can find out more about publishing your survey here.

Step 2: Creating the URL for each website.

1. Log in to Snap Online.
2. Select the survey and open the Collect tab.
3. In the Collect tab, you will find the Interview URL.

4. Copy the URL using the Copy button, then paste it into a text editor, such as Notepad or Microsoft Word.
5. To make a unique link for each website the questionnaire can be accessed, you need to add some code to the end of the URL. This code is: ?VariableName=Data
6. Replace the ‘VariableName’ with the name of the variable you want to seed data into. Replace ‘Data’ with the data you want seed. In this example, there are three websites being used, so you need to seed the words ‘Facebook’, ‘Twitter’ or ‘Snap Surveys’ into the variable called Website in the survey. The links created are:
   • Facebook: https://online1.snapsurveys.com/199hgw?Website=Facebook
   • Twitter: https://online1.snapsurveys.com/199hgw?Website=Twitter
   • Snap Surveys: https://online1.snapsurveys.com/199hgw?Website=Snap%20Surveys
7. Publish these links onto the relevant websites, each link takes the participant to the same questionnaire. The questionnaire captures the website information within their response, and you analyse this to check your engagement for each platform.

Please note that because Snap Surveys is two words, you need to use the HTML code for a space. This is %20. You cannot use a space within the URL, as anything after the space is ignored.

The post Seeding data from the survey URL to identify where the participant accessed the questionnaire appeared first on SnapSurveys.

Snap XMP allows you to direct participants to a specific web address at the end of the survey. It also enables you to set a web address for screen outs and when a quota is full, using the new screen out and quota feature built into the software. This worksheet describes how to send the respondent to the relevant webpage and to include the participant ID and completion status.

In this tutorial, the following exit pages are used:

• Screen out: https://www.example.com/panel?status=screenout&ID=
• Quota Full: https://www.example.com/panel?status=quotafull&ID=
• Complete: https://www.example.com/panel?status=complete&ID=

The participant ID must be added to the end of each URL to send the participant ID back to the panel provider. This enables them to be able to track which participants have completed the survey, and those that have failed to qualify.

Step 1: Including a participant ID

For the panel to identify which participants were completed, screened out or over quota, an ID must be assigned for each participant. This ID must be available in the survey for it to be used in the exit URL.

1. Create an open-ended literal variable at the top of the survey, that will be used to collect the participant ID.

2. It’s recommended to rename the variable, to avoid any confusion, as currently it will be called Question 1. To rename, right click on the variable and select Variable Properties. Then change the Name to something like ID.

3. Press OK to confirm the change.
4. You can then hide this variable, so that your respondents don’t see it in the survey (but this will still allow the data to be passed into the variable, and back out again). To hide the variable right click on it and select Hide Variable. If you have multiple editions in the survey, you will also need to hide the variable in all the editions.

Step 2: Creating the screen out and quota full exit link

These steps assume that you have already created your Quotas and Screen outs. If you require information on when to use these, please see our Introduction to quotas and screen outs for a general overview. To learn how to create a Quota, please see Setting up quotas. To learn how to create Screen Outs, please see Setting up screen outs.

1. Open the survey in Snap XMP Desktop.
2. Select View then Quotas and Screen Outs from the menu.
3. In this example, there is one quota and one screen out. Each one will have the URL link set to the web page that is shown when the quota or screen out is triggered. This example starts by setting the quota’s exit URL. Double-click on the quota to open it.

4. Select the URL option and enter the quota full URL provided by the panel.

5. Add the name of the variable that collects the participant ID. In step 1 we named this variable ID, so enter the name of the variable in curly brackets onto the end of the URL, e.g. {ID}. The curly brackets act as a placeholder for the participant ID. The data from the variable is inserted onto the end of the URL.

6. Press OK to confirm the change.
7. Double click on the screen out to open it.
8. Select URL and enter the screen out URL provided by the panel.
9. Add the name of the participant ID variable in curly brackets onto the end of the URL, e.g. {ID}.

10. Press OK to confirm the change. Both the quota full and screen out exit links are now set up. If you have any additional quotas or screen outs, then repeat the steps above to apply the URL to each of them.

Step 3: Setting up the complete link

Now that the quota full and screen out exit links have been created, you can now set up the on submit exit URL, for those respondents that successfully complete the whole survey.

1. Open the Questionnaire Properties menu.

2. Click on the Submit tab from the left-hand menu.
3. Select Web Page for the on submit option and enter in the complete exit link.

4. On the end of the URL enter the name of the variable that contains the participant ID in curly brackets. In this example the variable is called ID, so add {ID} onto the end of the URL.

5. Press OK to confirm the change, then save the survey and upload the changes to your Snap Online account.

Step 4: Passing the participant ID into the survey

Once you have set up all the exit links for the survey, you are ready to test them with the panel company. First, you need to create the entry URL that the panel can use to add the participant ID onto the end, before providing it to each participant.

1. Login to your Snap Online account.
2. Click on the survey to select it.
3. Select the Collect tab
4. Publish the survey, if you have not done so already, to create the survey URL.

5. Then start the interviewing to make the survey live.

6. Use the Copy button to copy the live URL for the survey.

7. Paste this URL into a text editor such as Notepad.
8. You can then seed the participant ID into the survey via the URL. This is added as ?<variable name> = . In this example our variable name is ID, so my URL would be: https://online1.snapsurveys.com/tqxm2r?ID=

9. You can then pass this URL to the panel company. They will add each participant ID onto the end of the URL, before providing the participant with the link. For example, if the participant ID is ABC123, the link provided to that participant would be:
   • https://online1.snapsurveys.com/tqxm2r?ID=ABC123

This now completes the setup of a panel survey. The ID of the participant will be passed into the survey via the seeding on the entry URL for the survey. This passes a participant ID into the ID variable created in the survey. This is then passed out to the exit link, with the seeding that is set up for the Complete, Quota Full or Screen Out URL.

The post Setting up panel exit pages appeared first on SnapSurveys.

This tutorial describes how to connect your survey to Google’s Analytics service. Please note that this tutorial assumes that you already have a Google Analytics account set up, and have an online survey that has already been created and added to your Snap Online account.

Step 1: Create a new property in Google Analytics

1. Login to your Google Analytics account
2. Click Admin and create a new property
3. Fill in the details and click OK
4. Add a Web data stream
5. Enter the URL for the survey, this can be found by doing the following:
   • Login to your Snap Online account
   • Click on the survey to open the Summary page
   • Select the Collect tab
   • Publish the survey, if it has not already been published online
   • Click Copy to clipboard to copy the survey URL and paste. Please note that the survey URL should not be changed after this.
6. Enter a name for the data stream
7. Select your measurements
8. Click Create Stream
9. This creates a Global Site Tag that can be added to your survey

Step 2: Adding the Global Site Tag to your survey

1. In Survey Overview select the online mode and open the online survey.
2. The Global Site Tag needs to be inserted into a visible variable at the very top of the survey. We recommend using the Title variable. If it is not at the top click on it to select it then hold down CTRL on your keyboard and press the up arrow to move it to the top. Alternatively you could create a new Instruction style variable at the top of the survey.
3. Click the variable then select Insert and HTML Field. This opens the New HTML Field dialog.

4. In the New HTML Field dialog, select Custom HTML then paste the Global Site Tag from step 1 into the HTML text box:

5. Click OK
6. The HTML code is displayed in your Title, as shown below. Please note that this code will not be visible to participants.

7. Click Save to save the changes.
8. Click Upload to pass the changes to the survey in Snap Online.
9. Open the survey in Snap Online
10. Click into the Collect tab
11. Publish the latest version. If the survey is live you will need to pause interviewing first to do this.

12. Use the live survey link to start the survey and submit a test. The preview will not work
13. Check your Google Analytics account to see if it has registered. Please note that it might take a few minutes to update.

The post Adding Google Analytics to your survey appeared first on SnapSurveys.

The Questionnaire window is changed to Data View mode by clicking   on the Questionnaire window toolbar. This shows the case data in questionnaire format. There are two options available:

• Select Case Data to view or print individual responses
• Select Counts to view or print a summary of responses

Printing a summary of responses

1. Click the   button in the Questionnaire window to switch to the Data View Mode.
2. Select Counts from the drop down in the Questionnaire toolbar.
   • Check the Percentage box to show the percentage of participants giving each answer. For example, 9% of visitors ate at the restaurant every day.
   • Select the Absolute check box to show the number of respondents giving each answer.

3. There are options to apply
   • a filter to limit the number of responses
   • a pre-defined weight to use weighted response data
4. Click Print Preview   to preview and then print the report.

Printing the individual responses

1. Click the   button in the Questionnaire window to switch to the Data View Mode.
2. Select Case Data.

3. Use the slider bar to move between the cases
4. Click Print Preview    to open the Printing Options dialog.

5. Select the print option:
   • Current Data Case to print the selected case
   • All Filtered Cases to print the filtered responses or all responses, if there is no filter
   • Current Page to print the selected page of the current cases
   • All Pages to print all pages of the current case/all cases (each case will be printed in turn)
6. Click Print to print the selected responses.

Limiting the responses

1. Click   on the Questionnaire window toolbar to show the case data in questionnaire format.
2. Click the Filter button on the Questionnaire window toolbar.

3. Enter a filter expression to limit the cases that will appear in the report and click OK. A count appears on the screen of the number of cases that match the filter criteria.
4. Use the slider bar to move between the cases
5. Click Print Preview    to preview and then print the report.

The post Printing response data with the questionnaire appeared first on SnapSurveys.

This worksheet uses Snap XMP Desktop to insert participants’ names and addresses on the first page of a questionnaire, load the participants’ address details from a spreadsheet and then use them to print ready for mailing.

Step 1: Adding the name and address to your survey

In order to display the participant name and address details in the questionnaire, you will need to create some variables to contain this information

1. In the Survey Overview window, choose whether the survey is online or offline then open the survey in the Questionnaire window.
2. Make sure that you select the Paper edition that is going to be printed.
3. Click New Question . This question will be used to add the name and address lines.
4. Select the Open Series First style from the style selection menu.

5. Click Variable Properties . In the Variable Properties dialog, change the Name property to Name and click OK. This is not required, but will help to match the name and address to the correct fields in the database or spreadsheet.

6. Select Tabs in the toolbar topics, and then select Name. Set the tab value to 0%. Then repeat with Grid Label.

7. Click on the question box and press the tab key to add as many additional Open series questions as required. E.g. If you have 5 fields in your database that contain the name and address details then you would create 5 Open Series questions. Rename these variables, as explained in 5 above, if appropriate.

8. Select Show from the toolbar topics then select Text and clear the Show checkbox. This hides the Open Series question text.

Step 2: Removing the question box borders

Although the question boxes are useful in making it obvious where the variables are in the questionnaire, they are not required when printing the address details onto the paper questionnaire.

1. Click the question to select it and remove the boxes by selecting Boxes in the toolbar topics, and then select <None>. The questionnaire now appears to have a blank area where the address variables are. Note: box outlines not available for scanning editions.

2. If the survey has other editions, which do not display the address, you need to hide the address lines in each of those editions. To hide the address, select an address line then select Show in the toolbar topics. Select (All) and clear the Show checkbox.

Step 3: Importing the participant name and address details

You will need a list of your participants’ names and addresses in a spreadsheet or database format.

1. Click Database Links to display the Database Links dialog and click New.
2. In the Database Linkage Wizard select the Import from database option and click Next.
3. Click Select Database File and browse to the file containing the participant data. . If connecting to a database select the Build Data Link option and enter the connection details.
4. In Select the table to use, select the table or worksheet required. Click Next. If you do not wish to import details for all the participants in the file, you can set a filter in Where condition (SQL).
5. In Import/Export Options, select Append all cases. This option imports new cases from the data file and appends them to the existing cases. If you already have cases in your survey, you can select a different option so identical cases are not imported. Click Next.

6. The next page allows you to map the fields in the database or spreadsheet to the fields in the questionnaire. Select the Snap variable in the right-hand column with the corresponding the name and address fields from the database or spreadsheet. Click Next.

7. A summary of your database link is displayed. If you wish, change the name of the link to something easily recognisable. Click Finish to save the database link then click Close to close the Database Links dialog.

Step 4: Previewing and printing your questionnaire

1. In the Questionnaire window click Data View mode  on the questionnaire toolbar to see how the printed questionnaire will look.
2. Select Panel Data from the dropdown list. If it is the first time you have selected Panel Data, you will be asked which panel you wish to display. In this example, there is only one panel and one database link. The selection dialog appears with this link selected.

3. Click OK to display the questionnaire with the panel data included.

4. To see how it will look when printed, select Print preview .
5. If you are happy with your questionnaire, you can now print it. Select the All Filtered Cases radio button and click Print. If you need to make any changes select Cancel in the Print dialog. You must print from Data View mode to include the imported panel data. If you print from anywhere else, you will print out the empty questionnaire.

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

The post Adding name and address details to a printed questionnaire appeared first on SnapSurveys.

This tutorial uses Snap XMP Desktop to show how to use a single choice question and a derived variable to create a web address works.

The data that is inserted in place of the question name depends on the type of question:

Step 1: Setting up the question

1. In the Survey Overview window, open the survey in the Questionnaire window.
2. Click New Question to add a question and select Single Choice from the option list.
3. Enter the question text.
4. Press Tab to create the different choices and complete the code labels. In the example, the choices are four areas that you can visit on the Snap Surveys website. The answer chosen by the participant is used to determine the web page shown after completing the questionnaire.

5. Select Response in the Toolbar Topic menu, and select Single response.
6. Click Save to save your changes.

Step 2: Creating the derived variable

1. Click Variables on the main toolbar to open the Variables window.
2. Click New Variable to create a new variable.
3. Set the variable properties
   • Name: WebPage
   • Label: Web address section
   • Type: Derived
   • Response: Single
4. Add the code list to return the label used to create the web address dependant on the answer given by the participant. In the example, the label ‘services’ is returned when the answer ‘Research services’ is selected.

Step 3: Setting the On Submit web page

1. In the Questionnaire window, click Questionnaire properties
2. In Section, select Submit.
3. In On Submit, select Web page.

4. Type the full web address https://www.snapsurveys.com/{WebPage} into the text box. The variable name must be enclosed in curly brackets. When ‘Research services’ is selected the web page shown after the participant submits their response will be https://www.snapsurveys.com/services.
5. Click Save to save your changes

Step 4: Publishing and testing the questionnaire

1. Click Publish to open the Publish Questionnaire dialog.
2. In Method, select Publish with preview.
3. Click Publish to publish the survey.
4. In the web browser go through all the questions, and check that when the correct web page is displayed after the questionnaire is submitted.

Alternatively you can publish in Snap XMP Online.

1. Log in to Snap XMP Online and select your survey in Your Work.
2. In Summary, click the Collect link.
3. Click Publish current version to publish the survey.
4. Click Launch preview to test the questionnaire, and check that when the correct web page is displayed after the questionnaire is submitted.

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

The post Dynamically changing the website shown on submit appeared first on SnapSurveys.

Prerequisites

Setting up a questionnaire with a login page requires

• A list of participants that must include their unique ID and may include a password and other seeded data. This can be a file or database format.

Step1: Customizing the login page

Surveys that require a participant to log in have a default login page shown as standard, which displays login and password fields. A customised version of the login page can be created to include branding and instructions.

1. In Snap XMP Desktop, open the Survey Overview window and open the required online survey.
2. In the Questionnaire window, click on Questionnaire Properties.
3. In Section, select the Paradata option.
4. In System Variables, select Participant then select Display in survey. This adds a question at the start of the questionnaire for the participant to enter their login. Click OK to save the settings.

5. Using a password to login is optional. To add a password field to the custom login, select Password then select Display in survey. This adds a question for the participant to enter their password. Click OK to save the settings.

6. Select the Participant question and edit the text, as required. Repeat with the Password question if it is used.
7. If required, you can hide the question name by selecting the name then selecting Show in the options list and clear the Show checkbox. Repeat this for all the online editions of the questionnaire.

8. Click New Question to insert any further instructions or images that are part of the login page.
9. Select the first question in the questionnaire then select Break in the options list and select Page Break. This inserts a page break between the login page and the first question. The only questions allowed on the login page are the Participant and Password paradata questions. Repeat the page break for all the online editions of the questionnaire.

10. The custom login page is now complete.

Step 2: Publishing the questionnaire

Once you have completed the questionnaire and set up the login page you need to publish the questionnaire. The questionnaire can be published in both Snap XMP Desktop and Snap XMP Online. This worksheet uses Snap XMP Desktop.

1. In the Questionnaire window, click Publish to open the publish dialog.
2. In Method, select Publish without preview.
3. Click Publish to publish the questionnaire.

Further information on publishing in Snap XMP Online can be found at https://www.snapsurveys.com/support-snapxmp/snapxmp/publishing-and-collecting-survey-data/

Step 3: Uploading participants for a logged-in survey

When you have published your questionnaire you need to upload a list of participants from an Excel spreadsheet. The spreadsheet must contain a unique participant login, which may be an email address. In addition, the spreadsheet may contain a password and any data that you wish to seed into the survey. The spreadsheet must contain a data column for each survey variable that you want to seed. These instructions show how to upload the participants in Snap XMP Online.

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 and using logins. In this worksheet, only logins are used.
7. To track respondents select Allow Snap Online to track your respondents.
8. In Login field, select the spreadsheet column containing 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.
9. If a password is used then in Password, select the spreadsheet column containing the password.
10. If you are seeding data, select Seed data into questionnaire to allow any seeded spreadsheet data to default into the questionnaire as the participant is completing it. If you are not seeding data go to instruction number 15.

11. Click Next. The next page lets you set up seeding.
12. Select a spreadsheet column from the Spreadsheet Column list then select the question to seed from the Snap  Variable list
13. Click Add which is next to the row. This adds another row below. Repeat for all the columns you need for your questionnaire seeding.

14. In Single Choice 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.
15. Click Next. The overview summarizes the chosen settings for you to review.
16. Click Upload to upload the participants to the survey. The results are displayed when the upload is complete.

Step 4: Start Interviewing

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

1. Click the Settings section of the Collect tab.
2. Click the Start interviewing button to make the survey available to respondents straight away.

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

4. Click the Interview URL to launch an interview. Check that the custom login page is correct. The questionnaire is ready for your participants to log in and complete.

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

The post Creating a custom login page appeared first on SnapSurveys.

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

Requirements

These instructions assume that a Database Link has already been created in order to connect a survey to a database of participants. If you are not familiar with setting up a Database Link 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

You can create email invitations and reminders using the Database Linkage wizard. When you select the options to use email invitations you are able to construct the email message in the editor. In the editor, you can insert different fields including the Opt Out link that enables participants to opt out of the survey.

1. Set the email address field at the top of the window to the database field that uniquely identifies your participant. This provides the email address for the participants in Snap XMP Online.
2. Type the subject heading in the Email subject and text field.
3. Construct your email message in the Invitation or Reminder message box.
4. Use the Insert button to insert the Survey Location. This creates a link to the survey when the message is sent.

5. Use the Insert button to insert the Opt Out link from the survey. This link will take the participants to a webpage when they opt out.
6. This inserts the default opt out wording at the cursor location in the message box. Click on the Opt Out link to edit the wording.
7. Click Next. You are shown a summary of what the database link does.
8. Enter a name for the database link and click Finish and then Close.

When a participant clicks the Opt Out link in the email invitation they receive, they will be shown the Snap Surveys opt out web page and be flagged as having opted out in Snap XMP Online. The participant will not receive any more emails for the survey.

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

The post Including an opt out link in an email invitation 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 their 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 Desktop this must be set up using database link.

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.

Identifying the participant using a unique identifier

What you need

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

Creating a new database link

1. In the Survey Overview window, open the survey.
2. Click Database Links  on the Snap XMP Desktop toolbar or select File | Database Link to open the Database Links window.
3. Click the New button. This opens the Database Linkage Wizard where you create a new database link.

Selecting the participant file

1. In the Database Linkage Wizard, select Online Invites/Logins/Seeding option. Click Next to select the database file.

2. Click Select Database File and browse to the file containing the participants’ email addresses. Click Next.

3. As Snap XMP Online will be tracking and identifying participants, select Log in participant.
4. Select the unique participant ID/login field from the drop-down list. This will be used to set up the participants in Snap XMP Online.
5. Select Send email invitations and reminders – this instructs Snap XMP Online to send email invites and reminders to your participants.
6. Make sure the box which says Identify participants in the response data is unchecked.

7. Click Next.

Creating the email invitation

1. The email invitations are created next. Check the Use HTML emails if you wish to have styled HTML emails.
2. Set the Email address field option; select the appropriate unique email address from the drop down menu.
3. Add a subject heading in the Email subject and text box.
4. Type the email message in the Invitation tab and if required, the Reminder tab.
5. Click Insert to add a Survey Location link. This provides a link for the participant to access the survey and must be included in the email message.
6. You should also include a link enabling your participants to opt out of the survey using the Survey Opt Out link by clicking Insert.

7. Click Next. You will see a summary of what the database link does.  Give the database link a name.
8. Select Finish returning to the Database Links dialog.

Generating the participant data

Participant seeding options

These are the options you can use when updating participant information and seeding. This option is selected when you generate the participant data. These are the options available in the Participants and Seeding drop-down.

Invitation and reminder options

These are the options you can use when updating the invitations and reminders. This option is selected when you generate the participant data. These are the options available in the Invites and Reminders drop-down.

Instructions

1. Click Run to generate the new participant data. This displays the Run Database Link dialog.

2. The Database Link contains the information used to generate the participant details. This information is read only.

3. Choose an option for Participants and Seeding.

4. Choose an option for Invites and Reminders.

5. Click OK to automatically upload the participant data to Snap XMP Online.
6. When the database link is ready, you must make sure the id.name system variable is set.
7. Click on Questionnaire Properties .
8. Scroll to the Paradata section. Highlight the Participant option in the System Variables list and select Display in survey. Click OK.

9. This creates a new variable at the top of the survey called ID.name. To enable your participants to log in automatically, highlight the question, right click and select Hide Variable.

10. This hides the question from the participant; Snap XMP Online will seed the unique identifier into the system variable automatically.
11. You can now publish the survey.

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

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

Making sure the participant is anonymous

What you need

• A unique email address for each participant.

Creating a new database link

1. In the Survey Overview window, open the survey.
2. Click Database Links on the Snap XMP Desktop toolbar or select File | Database Link to open the Database Links window.
3. Click the New button. This opens the Database Linkage Wizard where you create a new database link.

Selecting the participant file

1. In the Database Linkage Wizard, select Online Invites/Logins/Seeding option. Click Next to select the database file.

2. Click Select Database File and browse to the file containing the participants’ email addresses. Click Next.

Creating the email invitation

1. Select Send email invitations only as participants are not going to be tracked. Click Next.

2. The email invitations are created next. Check the Use HTML emails if you wish to have styled HTML emails.
3. Set the Email address field option; select the appropriate unique email address from the drop down menu.
4. Add a subject heading in the Email subject and text box.
5. Type the email message in the Invitation tab and if required, the Reminder tab.
6. Click Insert to add a Survey Location link. This provides a link for the participant to access the survey and must be included in the email message.
7. You should also include a link enabling your participants to opt out of the survey using the Survey Opt Out link by clicking Insert.

8. Click Next. You will see a summary of what the database link does.  Give the database link a name.
9. Select Finish returning to the Database Links dialog.

Generating the participant data

Participant seeding options

These are the options you can use when updating participant information and seeding. This option is selected when you generate the participant data. These are the options available in the Participants and Seeding drop-down.

Invitation and reminder options

These are the options you can use when updating invitations and reminders. This option is selected when you generate the participant data. These are the options available in the Invites and Reminders drop-down.

Instructions

1. Click Run to generate the new participant data. This displays the Run Database Link dialog.

2. The Database Link contains the link that will be generated and the Online Account that the Snap XMP Online account where the participants are generated. This information is read-only.

3. Choose an option for Participants and Seeding.

4. Choose an option for Invites and Reminders.

5. Click OK to automatically upload the participant data to Snap XMP Online.
6. You can now publish this survey.
7. 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

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