Once downloaded, extract zipped file to use.

Restore the Branded Template Builder

1. In the Survey Overview window, select Offline Surveys .
2. Click Restore . This opens the Restore survey dialog.
3. Browse for the archive file Branded Template Builder – Snap XMP.adf and click OK. This restores the template and selects it in the Survey Overview window ready for use.

Making the Branded Template Builder available in Snap Online

1. In the Survey Overview window, select the Branded Template Builder template in the Offline Surveys .
2. Clone the offline template as an online template.
3. Update the thumbnail for the Branded Template Builder template in Snap Online.

What’s included in the Branded Template Builder

The Branded Template Builder is a survey containing

• Four editions for PC/Laptop, Tablet, Phone and Paper:Keyed
• English language
• Logo placeholder
• Standard question styles that are supplied with Snap XMP Desktop with a question included for each question style in the questionnaire

Adding your organisation’s branding

This section covers the common areas where you can set up your organisation’s branding in a survey template. There are many more areas that you can apply branding, Introduction to Survey Templates shows more ideas. Remember to apply these changes to all the editions of the questionnaire.

1. In the Survey Overview window, double-click the Branded Template Builder survey to open in the Questionnaire window.
2. Click Style Mode . This mode allows you to change the appearance of all the questions with a question style. Use this mode when adding any branding to the questionnaire.
3. In the Question Style list, select the group of questions that will be updated with the style change. For example, when a Single Choice question is selected you can choose to update all questions that are Single Choice, all questions that are multi choice type questions, or all styles. You may choose a different group of questions for each style change.
4. Make sure all the questions are named styles and do not have ‘Like’ in the title. ‘Like’ styles happen when you make a formatting change to the question without being in Style Mode. If there are any in the questionnaire, re-assign the style back to a standard style using the Style Organizer when in Style Mode.

5. Once you have updated the survey template with the branding, click Save to save the changes.

Question box colours

You can change the check boxes to the branded colours by selecting the Boxes topic. If you want to change the box colours on all questions, select ‘All Styles’ in the Question Style list then click the Images button to change the colour.

Question box style

You can change the box style of drop down or open ended questions using the Boxes dropdown. In the Question Style list, select the group of questions that you want to update.

Navigation Button Style

The style and colour of the navigation buttons can be changed in the Questionnaire properties. Click Questionnaire properties then select Buttons. Click Design to display the Navigation Design where you can change the appearance of the buttons. We recommend that the Progress bar remains grey and the Submit button is set to green.

Change the logo

In the Questionnaire window, double click the logo placeholder. This opens the Image Properties dialog where you can browse for the logo image file. Ensure that the image is the right fit for each edition.

Update the font style and colour

Make any changes to the font, such as font face, size, style and colour by selecting the question style then selecting the Font topic. When editing Font styles, note that making changes to All Styles will also apply those changes to the Titles, Sub Titles and Instructions. It is therefore advised that these changes are made to each Question Style.

Customise the web page shown on submission

There are a number of options available in Questionnaire properties that you may like to review, including the Submit section where you can specify where participants will be directed to after they have pressed submit

Link to your organisation’s information

Add in any standard questions, introductions or hyperlinks that are to be built into the survey each time the template is used. These may include links to privacy policies, instructions on how to complete the questionnaire, demographic questions and thank you messages. You can find further information on inserting hyperlinks at Using HTML.

Creating the Survey Template

The Branded Template Builder survey now contains your organization’s branding. The next step is to create the survey template from the Branded Template Builder survey.

1. In the Survey Overview window, click Clone to create a copy of the Branded Template Builder – Snap Desktop survey and give it a relevant name, such as My Organization Survey Template – Desktop
2. Open the cloned survey in the Questionnaire window and click Design Mode .
3. Edit the text of the Title, Sub Title and Q1 so they become place holders. You may include other questions if you want them to be available by default when you create a new survey using the survey template.

4. Delete all the other questions that are not displayed by default every time a new survey is created. That is, remove most of the other questions but leave any standardized text and questions, such as introductions, privacy statement and hyperlinks.
5. Select the PC / Laptop edition then click Publish then in Method, select Preview Only. This ensures the PC / Laptop edition is the one that becomes the default when you create a survey from the survey template.

6. Click Save to save the survey.
7. In the Survey Overview window, select the survey then click Archive . Complete the archive dialog and click OK to archive the survey.
8. Select the survey and click File | Save As Template to create the survey template. (Remove the auto-generated number 1 at the end of the name.)

Testing

Before using the survey template, test the branding appears as required and check that images and branding work for all editions.

1. In the Survey Overview window, right-click on the survey template and select Create Survey.
2. In the New Survey dialog, enter the name, title and any other details for the survey.
3. Click OK and this will display the survey in the Questionnaire window.
4. Check that all the questions are shown as expected in each edition.
5. Add a number of questions in different question styles.
6. Save the questionnaire.
7. Publish the survey and check that it displays on a PC, a tablet and a phone without any scrolling left and right.

Adding the survey template to a SurveyPak

Once you have created and tested the survey template you can add it to the User SurveyPak supplied with Snap XMP Desktop or your own SurveyPak. This lets you select the survey template from the list of User Templates when you create a new survey in the Survey Overview window and in Snap XMP Online. There are instructions at Adding a survey template to a SurveyPak showing how to add a survey template to a SurveyPak.

The post Creating a branded survey template appeared first on SnapSurveys.

We highly recommended that you archive a survey when it is published then archive it regularly throughout the life of the survey so that you can restore it to a particular state. Another good time to archive a survey is prior to making major changes, when you should archive the survey with its associated data.

In Snap XMP Desktop, there are two types of survey; online and offline surveys. This tutorial shows you how to archive and restore both online and offline surveys.

In this tutorial, complete the steps shown in Summary of steps for the type of survey you are using.

Summary of steps

• Archiving a survey follow Step 1: Archiving a survey
• Restoring an online survey follow Step 2: Restoring an offline survey then Step 3: Cloning an offline survey as an online survey
• Restoring an offline survey follow Step 2: Restoring an offline survey

Step 1: Archiving a survey

Both online and offline surveys can be archived. An archive file (.adf) is created and saved to the archive file name entered. You can choose to archive the survey with or without the raw response data.

1. Open the Survey Overview window on the main Snap XMP Desktop toolbar.
2. On the Survey Overview toolbar, click Online Surveys to show the online surveys or click Offline Surveys to show the offline surveys.

2. If you can’t find the survey you want to move, click Browse to locate your offline survey. When you find the folder containing the survey, select it and click open.
3. In the Survey Overview window, select the survey that you want to archive. For an offline survey, if the survey is not in the list, click Browse to locate your offline survey. When you find the folder containing the survey, select it and click open.
4. For online surveys, right-click to show the pop-up menu and select Archive or for offline surveys, click Archive on the Survey Overview toolbar. This opens the Archive Survey dialog.

5. A default file name and path are automatically generated. You can change these by entering a new file name or clicking Browse to locate a file.
6. In Options, select Include Raw Data to archive the raw response data. The archive file will include both the survey and raw response data.
7. If you have archived the survey before, you are asked whether you want to replace it. Click Yes to replace the file.
8. A message confirming the survey has been archived is displayed. Click OK.

Step 2: Restoring an offline survey

All archived survey files are restored as an offline survey. The restored survey can then be cloned as an online survey, if required.

1. On the Survey Overview toolbar, click Offline Surveys to show the offline surveys.

2. If you can’t find the survey you want to move, click Browse to locate your offline survey. When you find the folder containing the survey, select it and click open.
3. In the Survey Overview window, select the offline survey that you want to restore.
4. Click Restore to access the Restore survey dialog.
5. The Archive File Name defaults to the last archive file name used. If this is not the correct file, click Browse to find the required archive file.
6. Select Survey Definitions to restore the survey. Select Raw Data to restore the response data.

7. Click OK. If the survey already exists in the current directory, select which action to carry out. Rename, to create a new copy of the survey; Overwrite to overwrite the existing survey and Cancel to return to the Restore survey dialog.

8. A confirmation message is shown when the survey has been restored from the archive. Click OK to finish.

Step 3: Cloning an offline survey as an online survey

Only complete this step if you are restoring an archive of an online survey.

1. On the Survey Overview toolbar, click Offline Surveys to show the offline surveys.
2. On the Survey Overview toolbar, click Clone to create a copy of the offline survey. This copy is used to move your offline survey to an online survey, leaving the original offline survey untouched.
3. In the Clone Survey dialog, select Online surveys to create the clone as an online survey. Select Also clone the raw data, if you want to transfer the survey with a copy of all the raw response data.

4. Click OK and the New Online Survey dialog is displayed. In the New Online Survey dialog, you can change the name of the survey and select the folder location for your online survey.
5. Enter the survey name, if required.
6. Select the folder where your online survey will go.

7. Click OK. An information bar is displayed while the survey is cloned. Once complete the Survey Overview window switches to the online survey view with the new survey selected.
8. You can now delete the offline version in the Offline surveys list.

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

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