Building your online survey Archives | SnapSurveys Support documentation for Snap Surveys products Mon, 18 Dec 2023 11:21:38 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.5 https://www.snapsurveys.com/support-snapxmp/wp-content/uploads/2020/07/favicon-32x32-1.png Building your online survey Archives | SnapSurveys 32 32 Adding survey logic https://www.snapsurveys.com/support-snapxmp/snapxmp/adding-survey-logic-2/ Mon, 06 Jul 2020 09:31:03 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=1077 Adding Routing In your questionnaire you can choose when it is necessary to show a question depending on which answers the respondent has selected. This is called Routing. Ask this question if In the example questionnaire, there are two questions, Q5 and Q6, where the second question should only be asked if the respondent selects […]

The post Adding survey logic appeared first on SnapSurveys.

]]>
Adding Routing

In your questionnaire you can choose when it is necessary to show a question depending on which answers the respondent has selected. This is called Routing.

Ask this question if

In the example questionnaire, there are two questions, Q5 and Q6, where the second question should only be asked if the respondent selects Yes in the first question.

Here, Q5 asks the respondent whether they would like further information. They can choose to answer Yes or No. If they answer Yes, then Q6 is displayed, and asks which information they would like to receive, otherwise the respondent skips Q6.

Question for routing
Multi Choice question for routing

This can be done by setting routing on Q6.

  1. From the Routing menu select the RoutingIcon.PNG icon on the Ask this question if item.
  2. This shows the Manage pre-condition routing dialog where you can enter the routing expression.
  3. Click on routing expression… in the text box and type Q5=1. This routing rule means that Q6 will be shown if Q5 has the first value selected. In this case, when Yes is selected. Further details on routing rules can be found in Routing rules expressions.
Manage pre-condition routing
  1. Set the scope to Apply to this Q only. The scope sets whether the routing expressions are applied to each question or to all questions. When a respondent selects Yes in Q5 then Q6 will be asked.
  2. Click OK.
  3. The routing information is shown in the Routing side menu.
Routing side menu showing the routing applied to the selected question

Routing on Other response

Question 6 is a Multi choice question with the last answer as “Other”. The Other response text box should only be displayed when the answer Other is selected.

  1. From the Routing menu select the RoutingIcon.PNG icon on the Ask this question if… item.
  2. This opens a Manage pre-condition routing dialog where you can enter the routing expression.
  3. Q6a is the question number for the Other response section of question 6. Click on the Q6a expression text box and type Q6=5. This routing rule says that Q6a is only shown when the fifth value in Q6 is selected. In this case, when Other is selected. Further details on routing rules can be found in Routing rules expressions.
Manage pre-condition routing
  1. Click OK to save the routing.
  2. The routing information is shown in the Routing side menu. The routing for both Q6 and Q6a are shown.
Ask this question if routing

Adding Validation

You can validate the maximum length of a free format text question, such as an Open Ended or Other Response question. The maximum length can be changed using the Validation & Masking menu.

  1. Click in a free format text area, such as an Open Ended, Open Series or Other Response question.
  2. Select Validation & Masking in the Build side menu.
  3. In the Validation section, click in the Max length text box and set it to the maximum length.
Validation Max Length

Changing the look of the questionnaire

The Questionnaire properties are found in the Build side menu. Selecting this shows the list of properties that can be changed. The settings from the Default Template are shown here.

The Interview Title is the heading displayed when interviewing and on the analysis reports. You can change this to something relevant for your survey.

  1. Click on the Interview Title text box
  2. Select the text and type “Events Feedback Survey”.
Set the Interview title

The post Adding survey logic appeared first on SnapSurveys.

]]>
Setting up a new survey https://www.snapsurveys.com/support-snapxmp/snapxmp/setting-up-a-new-survey/ Fri, 03 Jul 2020 09:41:16 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=863 Create a folder to organize your survey You can create a new folder in the Summary section of Your work. Adding a new survey A new survey is created in Your work or an existing folder. Although you can create your survey in Your work it may be easier to manage your surveys if they […]

The post Setting up a new survey appeared first on SnapSurveys.

]]>
Create a folder to organize your survey

You can create a new folder in the Summary section of Your work.

  1. Navigate to the Summary section in Your work.
  2. Click the New folder button to create a new folder.
New folder
  1. This shows the New folder dialog box where you can type the folder name.
  2. Click the Create folder button.
Create the new folder
  1. This adds the new folder to the folder hierarchy in the Your work side menu and displays the new folder’s Summary section.
Your work Summary tab

Adding a new survey

A new survey is created in Your work or an existing folder. Although you can create your survey in Your work it may be easier to manage your surveys if they are in an easily identifiable folder. You can move the survey to another folder using drag and drop in the Your work side menu.

  1. Select the folder where you want to create the new survey. In this example, that’s the new folder called Conference surveys.
  2. Click on the New Survey button in the Summary page.

This shows a list of one or more survey templates to choose from.

Selecting a survey template

The survey template creates an initial layout for your questionnaire. This can include questions, formatting and your organisation’s branding.

Snap XMP comes with a number of pre-defined survey templates. You may also see other survey templates that are specific to your organisation.

  1. Select the Blank Template supplied with Snap.
Select the survey template that the survey will be based on
  1. Click Next.
  2. In Survey name, enter a name for the new survey.
Enter the survey details in the New survey dialog
  1. Click the Create survey button. This creates the survey and opens it in the Build section ready to start building your questionnaire.

The post Setting up a new survey appeared first on SnapSurveys.

]]>
Publishing your completed questionnaire https://www.snapsurveys.com/support-snapxmp/snapxmp/getting-started-testing-your-questionnaire/ Wed, 01 Jul 2020 08:20:32 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=738 Now the questionnaire is complete you can test it to ensure no errors have been made in the design process. You can enter test cases into the questionnaire to check that the questions, routing, validation and look of the questionnaire behave in the way you want. You should test all aspects of your questionnaire. If […]

The post Publishing your completed questionnaire appeared first on SnapSurveys.

]]>
Now the questionnaire is complete you can test it to ensure no errors have been made in the design process. You can enter test cases into the questionnaire to check that the questions, routing, validation and look of the questionnaire behave in the way you want.

You should test all aspects of your questionnaire.

  • Check the format of each question. For example, the font and text colour.
  • Test the question response for every question. For example, if you have set up a question that allows more than one answer check that you can enter multiple answers. If you have a question that requires a single answer, check that you cannot enter multiple answers.
  • Test the routing of the questionnaire to make sure that the correct questions are displayed according to the responses given. For example, check that the Other response text box is displayed when the associated choice is selected in a Multiple Choice question.
  • Test the validation. For example, check that the correct number of characters can be entered.
  • Test the patterns. For example, check that a valid email address can be entered when the question’s pattern is set to email address and an invalid one cannot.

If you make any changes to the questionnaire, you should repeat the testing process.

First, the questionnaire has to be published in Snap XMP Online.

Publishing your survey for the first time

Your questionnaire is now ready for publishing. The publishing process creates web pages that run a survey in a web browser. When the Collect tab is selected the Overview is shown by default. This shows the status of the survey and is where you publish the survey.

  1. Click the Collect tab and go to the Overview section.
  2. Click the Publish current version button to publish your survey.
Publish current version button
  1. You will be asked to confirm that you want to publish. Click OK to publish the survey.

When you have published your survey the Overview now displays further information with sections for

  • Overview displays the current survey status.
  • Paper Interviews contains a PDF download.
  • Web Interviews shows the details for online interviewing.

Publishing an updated version of your survey

Sometimes you will need to change a questionnaire after it has been published. The updated questionnaire needs to be republished to ensure that the respondents are completing the latest version.

  1. From the Collect section navigate to the Settings side menu.
  2. In the Overview heading a warning message is shown when the questionnaire has been changed after it was last published. This means that the latest questionnaire is not the same as the published questionnaire that the respondents are currently completing.
Warning message that the survey has changed after publishing
  1. Interviewing needs to be paused before the survey can be published with the latest questionnaire. Click Pause interviewing.
  2. The interviewing is now paused, and you can see the Publish current version button. Click on the Publish current version button to publish the latest version of the questionnaire.
  3. After you have published your survey’s latest version the message indicates that the most recent version of the survey is being used for interviewing. Click Resume interviewing to restart the interview process.

Previewing the published survey

Previewing the published questionnaire allows you to check how the questionnaire appears in the web browser, enter a number of test responses and try out the routing and validation. These test responses will not be saved or affect the survey data responses.

You can test the published survey

  • prior to starting interviewing
  • after interviewing has started when the survey is live
  1. From the Collect section navigate to the Settings side menu.
  2. Scroll down to the Web Interviews heading, if necessary.
  3. Click the Launch preview button. This opens the questionnaire in a new web browser tab.
  4. This starts with a notice that this is a survey preview and responses entered in the preview will not be saved and will not affect the survey results.
  5. Click the message” I understand – start the preview” to proceed.
  6. The preview starts the currently published questionnaire, and you can enter some test responses to check your questionnaire.
  7. If you need to make any changes, you can update the questionnaire and publish it again.

The post Publishing your completed questionnaire appeared first on SnapSurveys.

]]>
Building the questionnaire https://www.snapsurveys.com/support-snapxmp/snapxmp/getting-started-building-the-questionnaire/ Wed, 01 Jul 2020 08:19:49 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=732 Adding a title A questionnaire normally starts with a heading explaining the questionnaire’s purpose. The title can contain text and a logo or other image. To set the title text click in the Title text box. Enter the title of your questionnaire. Inserting a Logo in the Title Often a questionnaire heading includes branding. This […]

The post Building the questionnaire appeared first on SnapSurveys.

]]>
Adding a title

A questionnaire normally starts with a heading explaining the questionnaire’s purpose. The title can contain text and a logo or other image.

  1. To set the title text click in the Title text box.
New Title question
  1. Enter the title of your questionnaire.
Title question

Inserting a Logo in the Title

Often a questionnaire heading includes branding. This can be a logo or other image that is displayed by itself or with a title. In this example, the Snap Surveys logo is used.

  1. Click the Insert an Image button on the Format toolbar.
Build Format toolbar with Insert an Image highlighted
  1. The Image Browser dialog opens.
  2. Each image can be provided with a description in the Alt/Title text.  This is used as the tool tip, when the respondent is unable to see the image and is also used by voice readers active on the browser. This example shows the description as In-Crowd Conference team.
Image Browser Alt text
  1. Click the Choose an image button to select an image.
  2. The Select an image to insert dialog shows the available images. If your image is not shown, use the Choose file button to find and select the image.
  3. Select the image you would like to insert and click OK. This takes you back to the Image Browser where you can click OK again. The selected image is inserted into the Title text as shown.

Adding a Sub Title

The sub title usually contains text that provides more information about the questionnaire.

  1. Select the Sub title question from the Titles and instructions section of the Insert question menu.
Sub Title menu
  1. Insert a Sub title question into the questionnaire.
New Sub Title question
  1. Click in the Sub Title text and enter your text
Sub Title question with text added

Adding a Single Choice question

Next, add a Single choice question where the respondent can select a Yes or No answer.

  1. Select the Single Choice question from the Single choice questions section of the Insert question menu.
Single Choice menu
  1. Insert a Single Choice question into the questionnaire.
  2. Set the number of Choices to 2 as the question has two answers.
  3. This question is going to be displayed vertically so the number of Columns remains at 1.
New Single Choice question with 2 choices
New Single Choice
  1. Enter the Single Choice question text “Would you like to receive further information on any of today’s workshops?”
  2. Click in each Option Text and add the desired text.
Single Choice question

From this you can ask a following question, such as asking how often the respondent attends an event like this.

Single Choice question

Adding a Multiple choice question

A Multiple Choice question is similar to a Single Choice question, as it contains answers with radio or check boxes, but the respondent can respond with multiple answers.

  1. Select the Multi Choice question from the Multiple choice questions section of the Insert question menu.
Multi Choice menu
  1. Insert a Multi Choice question into the questionnaire.
  2. Set the number of Choices to 5 as the question has five answers.
  3. This question is going to be displayed vertically so the number of Columns remains at 1.
Multi Choice question with 5 choices
  1. Click in the Multi Choice question text and enter “Please select the workshops you are interested in.”
  2. Click in each Option Text and add the desired text.
Multi Choice question with label text added

Show other response

When you are creating a list of items it is likely the list will not be exhaustive. This is where creating an answer of “Other” can help. This lets you collect further information from the respondent.

In our example, the last answer in the Multi choice question is “Other”. You can show an Open ended question where the respondent can enter free format text giving further details.

  1. Click More on the Question toolbar to open the menu.
More menu with Show other response menu added
  1. Click Show other response.
  2. This inserts an Open ended question below with a label and a free format text input box. In our example, the label is entered as “If other, please specify.”
Other response added to a Multi Choice question

Adding Instructions

An Instruction is text providing guidelines to a respondent on how to complete a section of the questionnaire. An Instruction can appear anywhere in the questionnaire.

  1. Select the Instruction question from the Titles and instructions section of the Insert question menu.
Instruction menu
  1. Insert an Instruction question into the questionnaire.
  2. Click in the Instruction text and enter your instruction.
Instruction question

Adding a Grid Question

A Grid question consists of one or more rows of single or multiple response questions, each with one or more columns of answers, set up in a grid format. Grid questions are often used to ask respondents their attitude towards different aspects of an item using the same set of replies.

In our example, the questionnaire will ask the respondents to rate three aspects of the conference from very good to very poor.

  1. Select the Grid question from the Single choice questions section of the Insert question menu.
Grid menu
  1. Insert a Grid question into the questionnaire.
New Grid question
  1. There are three aspects to rate in this question so set the number of Rows to 3.
  2. There will be five ratings to choose from so set the Choices to 5.
  3. You can change the Text width or Answer width to style the grid.
Grid question with 5 choices and 3 rows
  1. Click in each text area and add the desired wording.
Grid question with label text added

Adding an Open ended text question

An open ended text input question allows respondents to enter answers in free format text.

In the questionnaire, add a question where comments about improvements to the event can be given.

  1. Select the Open Ended question from the Text Input questions section of the Insert question menu.
Open Ended menu
  1. Insert an Open Ended question into the questionnaire.
  2. Set the Input rows to 3 to increase the question’s response area to three lines.
  3. Click in the Open Ended question text area and enter your question text.
Open Ended question with 3 rows

Adding a Semantic Scale

Often in a questionnaire you would like to ask respondents how they rate a particular feature, product or service. Using a Semantic Scale question style is one way to provide a rating scale.

In our example, the question asks people who have attended the conference how likely they would be to encourage other people to attend the event.

  1. Select the Semantic Scale question from the Single choice questions section of the Insert question menu.
Semantic Scale menu
  1. Insert a Semantic Scale question into the questionnaire.
New Semantic Scale question
  1. There is one aspect to rate in this question so set the number of Rows to 1.
  2. There will be eleven ratings to choose from so set the Options to 11.
Semantic Scale question with 11 options
  1. Click in each text area and add the desired wording.
Semantic Scale question with label text added

Adding Demographic Questions

Including demographic details in a questionnaire can be important when analysing the response data later in the survey process. The following questions ask the respondents for some details about themselves.

  1. First, insert an Instruction question with the text, “Tell us about yourself”
Instruction question
  1. Next, insert a Single Choice question with three answers by setting Choices to 3 and entering the question and answer text as shown below.
Demographic question
  1. Then insert another Single Choice question, with four answers, to ask about age range. Set the Choices to 4 and enter the question and answer text as shown below.
Demographic question asking for an age range
  1. Finally, insert an Open Ended question asking for an email address. The Input width has been set to 30% to reduce the size of the text entry box. Enter the Open Ended question text as shown.
Open ended question with the Input width highlighted


Setting a Pattern

You can set a pattern on Open Ended and Open Series questions. This helps the respondent enter text in the correct format.

For example, when a question requires a valid email address, you can set an email address pattern. When your respondent enters text this is compared with the email address pattern and an error message is shown if it is not the correct format.

  1. The pattern defaults to literal and the Pattern can be selected from the Question toolbar.
Question asking for an email address
  1. Click on the Pattern drop down to show a list of available patterns.
List of patterns with email address highlighted
  1. Select the email address pattern.
Question with email address pattern

Final Thank you message in your questionnaire

Finally, add some text at the end to thank people for completing the questionnaire.

  1. Select the Sub Title question from the Titles and instructions section of the Insert question menu.
Sub Title menu
  1. Insert a Sub Title question into the questionnaire.
  2. Click in the Sub Title text area and enter your instruction. 
Thank you message

Adding a Page Break

Page Breaks are used to separate the questions on to different pages. You can use them to group like questions on a page. Your questionnaire may change depending on the answers the respondent selects and you can put dependent questions on different pages.

You can insert a Page break in the same way as other questions by either double click or drag and drop.

Page Break menu

Use your preferred method to insert the page break. The example shows a page break between the subtitle and Q1.

Page Break in the Snap Online Designer

Saving your questionnaire

At this stage you will want to save your questionnaire. The Save button is located on the Online Designer menu. The Save button text is shown in red when there are changes to save.

Save menu
  1. Click the Save button to save your survey and questionnaire.
  2. You will receive a confirmation message saying “Survey saved. Save was successful”.
  3. The Save button then becomes greyed out.

Previewing your questionnaire

You can check how your questions look by using the preview option. The Preview button is located on the Online Designer menu.

Preview Menu
  1. Click the Preview button to launch the preview function.
  2. The questionnaire preview opens in a separate browser tab.
  3. Use the Next button to progress through the questionnaire.
  4. Check each question looks the way you would like it to.
  5. If your question doesn’t look the way you would like then you can go back to the Online Designer to make changes.

The post Building the questionnaire appeared first on SnapSurveys.

]]>