Survey Products Archives | SnapSurveys Support documentation for Snap Surveys products Tue, 11 Jun 2024 13:21:55 +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 Survey Products Archives | SnapSurveys 32 32 Thumbs up/down Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/thumbs-up-down-survey-guide/ Thu, 06 Jun 2024 14:09:29 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11212 The Thumbs up/down Survey allows you to build surveys that ask your customers whether or not they are satisfied with your organisation. The survey contains a 2 part question to collect customer opinions about your product, service or content. The first question is in the format of a thumbs up (positive) or thumbs down (negative) […]

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The Thumbs up/down Survey allows you to build surveys that ask your customers whether or not they are satisfied with your organisation. The survey contains a 2 part question to collect customer opinions about your product, service or content. The first question is in the format of a thumbs up (positive) or thumbs down (negative) symbol, followed by a free-text comment question. You can customise both questions using your own words.

There is also the opportunity to add an additional question of your own. You can tailor the title, the logo for your organisation, and enter a custom thank you note.

The responses to the survey will help you understand how your customers feel, assisting you in improving and prioritising your business or organisation needs.

Step by step guide

This guide will take you through the steps for the Thumbs up/down Survey:

Step 1: Download the Thumbs up/down Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Thumbs up/down Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Thumbs up/down Survey

After logging in to Snap XMP Online you are ready to use the Thumbs up/down Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Thumbs up/down Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Thumbs up/down Survey  which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to add an additional question of your own. Click Next to progress to the next step.
  2. The next page lets you customise the text in the survey. Click in a text area and type your own text.
  3. Click Create Survey to build the Thumbs up/down Survey or click Back if you wish to change anything.

Making changes to your survey

  1. Select the survey you created from the Thumbs up/down Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Thumbs up/down Survey again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your customers using the link or QR code

The next step is to test the survey and share it with your customers.

Viewing the interview settings

  1. Select your survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing your survey

  1. Click Launch Preview. This opens a test version of your survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the your survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open your survey.

Using the QR code

  1. Using the QR code can quickly open your survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. A notification appears when scanning is on. Tap the notification to open the link.
  3. Alternatively, they can install a QR code reader app on the device. Follow the instructions for the app.

Completing your survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your Customer Rating

Each Thumbs up/down Survey has five reports.

  • Thumbs up/down Survey Report containing the main report and all comments for the survey responses received.
  • Previous 12 months is a report that can be run where a month context can be set, and it will then show the previous 12 months if there is data. If a context is not set then it shows the current month and the previous 12 months to this, where there is data.
  • Comments – There are 2 reports under this heading. One called Thumbs up which lists the comments where people responded with a thumbs up and the other is called Thumbs down which lists the comments where people responded with a thumbs down.

If you have included an additional single or multiple-choice question, there is a frequency table and horizontal chart of this question, available in Tables and Charts.

Analyzing your response data

  1. Select your survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

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Employee Net Promoter Score (eNPS) Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/employee-net-promoter-score-enps-survey-guide/ Mon, 12 Feb 2024 14:59:36 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11210 The Employee Net Promoter Score (eNPS) Survey allows you to build surveys that measure employee satisfaction, loyalty and engagement within the organisation. It is based on the Net Promoter Score® system from Bain & Company, Satmetrix Systems, Inc., and Fred Reichheld, which gauges customer loyalty. This setup consists of a two part eNPS question containing the […]

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The Employee Net Promoter Score (eNPS) Survey allows you to build surveys that measure employee satisfaction, loyalty and engagement within the organisation. It is based on the Net Promoter Score® system from Bain & Company, Satmetrix Systems, Inc., and Fred Reichheld, which gauges customer loyalty.

This setup consists of a two part eNPS question containing the 11 point scale question and a free-text follow-up question, which you can customise using your own words.

There is also the opportunity to add an additional question of your own. You can tailor the title, the logo for your organisation, and enter a custom thank you note.

Step by step guide

This guide will take you through the steps for the Employee Net Promoter Score (eNPS) Survey:

Step 1: Download the Employee Net Promoter Score (eNPS) Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Employee Net Promoter Score (eNPS) Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Employee Net Promoter Score (eNPS) Survey

After logging in to Snap XMP Online you are ready to use the Employee Net Promoter Score (eNPS) Survey.

  1. The first screen in Snap XMP Online shows a summary of Your Work. The Employee Net Promoter Score (eNPS) Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
A section of Your work in Snap XMP Online showing the Employee Net Promoter (eNPS) Survey template
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Employee Net Promoter Score (eNPS) Survey  which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to add an additional question of your own. Click Next to progress to the next step.
  2. The next page lets you customise the text in the survey. Click in a text area and overtype with your own text.
  3. Click Create Survey to build the Employee Net Promoter Score (eNPS) Survey or click Back if you wish to change anything.

Making changes to your survey

  1. Select the survey you created from the Employee Net Promoter Score (eNPS) Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Employee Net Promoter Score (eNPS) Survey again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your employees using the link or QR code

The next step is to test the survey and share it with your employees.

Viewing the interview settings

  1. Select your survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing your survey

  1. Click Launch Preview. This opens a test version of your survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your employees’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your employees.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your employees.
  3. If you wish to include the Interview URL link in a printed sign for your employees, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for employees to use or attached to an email sent to your employees. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your employees to complete the survey

When you have sent the Interview URL link or QR code to your employees, ask them to complete the questions.

Using the Interview URL link

  1. If your employee has an email with the Interview URL link, ask them to click this link to open the your survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open your survey.

Using the QR code

  1. Using the QR code can quickly open your survey on your employees’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. A notification appears when scanning is on. Tap the notification to open the link.
  3. Alternatively, they can install a QR code reader app on the device. Follow the instructions for the app.

Completing your survey

  1. Ask your employees to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve employee satisfaction

Each Employee Net Promoter Score (eNPS) Survey has five reports.

  • Employee Net Promoter Score (eNPS) Survey Report containing the eNPS score and all comments for all the survey responses received
  • Previous 12 months eNPS containing the eNPS score for the survey responses received over the previous 12 months
  • Promoter Comments containing comments from promoters (respondents scoring 9 or 10)
  • Passive Comments containing comments from passives (respondents scoring 7 or 8)
  • Detractor Comments containing comments from detractors (respondents scoring 6 or below)

If you have included an additional question there is also a table and chart of the responses to this question, available in Tables and Charts.

Analyzing your response data

  1. Select your survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

Net Promoter® and NPS® are registered trademarks of Bain & Company, Inc., NICE Systems, Inc., and Fred Reichheld

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Smileys Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/smileys-survey-guide/ Mon, 12 Feb 2024 12:41:58 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11208 The Smileys Survey allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains a two part question to measure the satisfaction of your customers. Firstly, customers select one of five distinctive faces ranging from Very happy to Very unhappy then they have the opportunity to answer a follow-up question. […]

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The Smileys Survey allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains a two part question to measure the satisfaction of your customers. Firstly, customers select one of five distinctive faces ranging from Very happy to Very unhappy then they have the opportunity to answer a follow-up question. Both the smileys question and the free-text question can be customised using your own words. There is also the opportunity to add an additional question of your own. You can tailor the title, the logo for your organisation, and enter a custom thank you note.

The responses to the survey will help you understand how your customers feel, assisting you in improving and prioritising your business or organisation needs.

Step by step guide

This guide will take you through the steps for the Smileys Survey:

Step 1: Download the Smileys Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Smileys Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Smileys Survey

After logging in to Snap XMP Online you are ready to use the Smileys Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Smileys Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Smileys Survey  which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to add an additional question of your own. Click Next to progress to the next step.
  2. The next page lets you customise the text in the survey. Click in a text area and overtype with your own text.
  3. Click Create Survey to build the Smileys Survey or click Back if you wish to change anything.

Making changes to your survey

  1. Select the survey you created from the Smileys Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Smileys Survey again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your customers using the link or QR code

The next step is to test the survey and share it with your customers.

Viewing the interview settings

  1. Select your survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing your survey

  1. Click Launch Preview. This opens a test version of your survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the your survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open your survey.

Using the QR code

  1. Using the QR code can quickly open your survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. A notification appears when scanning is on. Tap the notification to open the link.
  3. Alternatively, they can install a QR code reader app on the device. Follow the instructions for the app.

Completing your survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your Customer Rating

Each Smileys Survey has five reports.

  • Smileys Survey Report containing the Customer Rating Score and all comments for all the survey responses received.
  • Previous 12 months containing the Customer Rating and all comments for the survey responses received over the previous 12 months
  • Comments – Happy containing comments from happy customers (customers scoring 4 or 5)
  • Comments – Neutral containing comments from neutral customers (customers scoring 3)
  • Comments – Unhappy containing comments from unhappy customers (customers scoring 1 or 2)

If you have included an additional question there is also an analysis list of the responses to this question, available in Tables and Charts.

Analyzing your response data

  1. Select your survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

The post Smileys Survey guide appeared first on SnapSurveys.

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5 Star Rating Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/5-star-rating-survey-guide/ Mon, 12 Feb 2024 11:22:44 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=11203 The 5 Star Rating Survey allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains a two part question consisting of a five point scale question followed by a free-text question. These questions provide a method to measure customer sentiment with your brand, product, or service. […]

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The 5 Star Rating Survey allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains a two part question consisting of a five point scale question followed by a free-text question. These questions provide a method to measure customer sentiment with your brand, product, or service. Both the five point scale and free-text question can be customised using your own words.

In addition, you can tailor the survey with your own title and custom thank you text, your company logo and optionally add a question of your own.

Step by step guide

This guide will take you through the steps for the 5 Star Rating Survey:

Step 1: Download the 5 Star Rating Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the 5 Star Rating Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the 5 Star Rating Survey

After logging in to Snap XMP Online you are ready to use the 5 Star Rating Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The 5 Star Rating Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the 5 Star Rating Survey  which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to add an additional question of your own. Click Next to progress to the next step.
  2. The next page lets you customise the text in the survey. Click in a text area and overtype with your own text.
  3. Click Create Survey to build the 5 Star Rating Survey or click Back if you wish to change anything.
  4. After the new 5 Star Rating Survey is created, it is shown in the left hand menu list. The new survey is selected and you can see the Summary tab in the right hand panel.

Making changes to your survey

  1. Select the survey you created from the 5 Star Rating Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the 5 Star Rating Survey setup again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your customers using the link or QR code

The next step is to test the survey and share it with your customers.

Viewing the interview settings

  1. Select your survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing your survey

  1. Click Launch Preview. This opens a test version of your survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the your survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open your survey.

Using the QR code

  1. Using the QR code can quickly open your survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. A notification appears when scanning is on. Tap the notification to open the link.
  3. Alternatively, they can install a QR code reader app on the device. Follow the instructions for the app.

Completing your survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your customer rating

Each 5 Star Rating Survey has five reports.

  • 5 Star Rating Survey Report containing the customer rating and all comments for all the survey responses received.
  • Previous 12 months containing a chart of the previous 12 months percentages for Satisfied, Neutral and Dissatisfied – for the current month and can be filtered for any month where there is data.
  • Comments – Satisfied  containing comments from satisfied customers (customers rating 4 or 5 stars)
  • Comments – Neutral  containing comments from neutral customers (customers rating 3 stars)
  • Comments – Dissatisfied  containing comments from dissatisfied customers (customers rating 1 or 2 stars)

If you have included an additional question there is also an analysis list of the responses to this question, available in Tables and Charts.

Analyzing your response data

  1. Select your survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

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One-day Conference Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/one-day-conference-survey-guide/ Mon, 18 Sep 2023 16:10:32 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=9916 The One-day Conference Survey is specifically designed to build surveys that ask delegates how satisfied they were with your conference. The survey includes both mandatory and optional questions that can be customised to suit your specific requirements e.g., the optional location question allows up to 10 answer options of your choice. The questions available in […]

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The One-day Conference Survey is specifically designed to build surveys that ask delegates how satisfied they were with your conference. The survey includes both mandatory and optional questions that can be customised to suit your specific requirements e.g., the optional location question allows up to 10 answer options of your choice.

The questions available in the survey are as follows.

  • Two customisable satisfaction questions where delegates rate the speakers and organisational aspects of your conference
  • An ‘Overall’ rating question with five answer options (Very good to Very poor)
  • Two customisable free-text questions for positive and negative comments about your conference
  • Additional custom question of your choice with either single, multiple or free-text response options
  • Demographic questions: gender, age and location
  • Three free-text questions for collecting three words that best describe the experience of your conference

Also, as part of the set up you can give the survey your own title, write your own introduction and thank you message, include your organisation’s logo and redirect delegates to your chosen web page when they complete the survey.

The instant report will give you an understanding of how your delegates felt about your conference and these insights can help you to improve your conferences in the future.

Step by step guide

This guide will take you through the steps for the One-day Conference Survey:

Step 1: Download the One-day Conference Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the One-day Conference Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the One-day Conference Survey

Now you have logged into Snap XMP online and the One-day Conference Survey has been imported you can now create your own survey.

  1. The main view in Snap XMP Online shows a summary of the Your Work folder. You will see the One-day Conference Survey is listed here. As it is a template to create surveys from it is shown with this icon  templateIcon.png . Click the icon or template name to show the template Summary.
  1. Click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter a name you want to give the survey; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the One-day Conference Survey Setup which helps you through the easy process of creating your survey by following on-screen instructions.
  2. At the end of the setup you will see a summary of the choices you made.
  3. Click Create Survey to create your One-day Conference Survey or click Back if you wish to change anything

Making changes to your One-day Conference Survey

You can still make changes to your survey after it has been created.

  1. If it is not already selected, click on survey in the Your work folder.  In the Summary tab, click Build.
  1. This displays a read-only view of your survey. This view shows the questions in the survey and any page breaks. It is not the live view that delegates will see. There are three options available in the Build tab:
    • View shows the read-only version (default view).
    • Edit lets you make basic changes to specified wording and the logo if included. You can edit the shaded areas shown between curly brackets { } by clicking on the text or image.
    • Rebuild runs the One-day Conference Survey Setup again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses
  1. Clicking Save will keep any changes you have made and will return to the default view. Click Cancel to cancel any changes and return to the default view.

Step 3: Test then share the survey with delegates

The next step is to test the survey and then share it with your delegates.

Viewing the interview settings

  1. If it is not already selected, click on the survey you created from the One-day Conference Survey.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the One-day Conference Survey

  1. Click Launch Preview. This opens a test version of the survey.
Launch preview link
  1. Test the survey by completing it multiple times with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the survey, you can start collecting delegates responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to delegates.

Making the Interview URL available

  1. In Web Interviews, click the icon for Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. You can now distribute this link to delegates by
    • opening your email application and pasting the Interview URL into an email to send to delegates
    • including the Interview URL link onto printed media, to be available to delegates

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in printed media for delegates to manually scan with their smartphones. It can also be inserted or attached to an email sent to delegates. The minimum size for a printed QR code is 2cm by 2cm.

Providing paper copies of the survey

  1. In Paper Interviews, click the link for the PDF download.
  1. A PDF of the survey is downloaded to your device. Open the PDF and print the survey. The paper copies can be handed out to delegates who may not be able to access the survey online.

Step 4: Ask delegates to complete the survey

When you have sent the Interview URL link or QR code to delegates, ask them to complete the survey.

Using the Interview URL link

  1. If delegates are sent an email with the Interview URL link, ask them to take the survey by clicking the link within the email.
  2. Alternatively, they can open a web browser app and manually enter the Interview URL into the search bar, then press Enter to open the survey.

Using the QR code

  1. Using the QR code can quickly open the survey on delegates’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled, a notification appears, tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the smartphone by following the instructions for the app.

Completing the One-day Conference Survey

  1. Ask delegates to answer the questions in the survey and click Submit to send their response.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your conference

The One-day Conference Survey has either one or two reports depending on which questions were included in the setup.

  • Opinion Report – provides a comprehensive overview of the delegates’ experiences, feedback, and overall satisfaction with the conference. As an essential component of continuous improvement, understanding the perspectives of your delegates helps improve future events.
  • Comments Report – a list of comments from the free text questions in the survey.

Analyzing your response data

  1. Select the survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

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Customer Satisfaction Survey (CSAT) guide https://www.snapsurveys.com/support-snapxmp/snapxmp/customer-satisfaction-survey-csat-guide/ Tue, 04 Jul 2023 10:28:39 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=9517 The Customer Satisfaction Survey (CSAT) allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains the standard 2 part CSAT questions to measure the satisfaction of your customers. Both the 5 point scale and follow-up question text can be customised using your own words. There is […]

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The Customer Satisfaction Survey (CSAT) allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains the standard 2 part CSAT questions to measure the satisfaction of your customers. Both the 5 point scale and follow-up question text can be customised using your own words. There is also the opportunity to add an additional question of your own. You can tailor the title, the logo for your organisation, and enter a custom thank you note.

The responses to the survey will help you understand how your customers feel, assisting you in improving and prioritising your business or organisation needs.

Step by step guide

This guide will take you through the steps for the Customer Satisfaction Survey (CSAT):

Step 1: Download the Customer Satisfaction Survey (CSAT) from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Customer Satisfaction Survey (CSAT) from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Customer Satisfaction Survey (CSAT)

After logging in to Snap XMP Online you are ready to use the Customer Satisfaction Survey (CSAT).

  1. The first page in Snap XMP Online shows a summary of Your Work. The Customer Satisfaction Survey (CSAT) template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Customer Satisfaction Survey (CSAT) which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to add an additional question of your own. Click Next to progress to the next step.
  2. The next page lets you customise the text in the survey. Click in a text area and overtype with your own text.
  3. Click Create Survey to build the Customer Satisfaction Survey (CSAT) or click Back if you wish to change anything.

Making changes to your CSAT Survey

  1. Select the CSAT survey you created from the Customer Satisfaction Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your CSAT survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Customer Satisfaction Survey (CSAT) again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your customers using the link or QR code

The next step is to test the survey and share it with your customers.

Viewing the interview settings

  1. Select your CSAT survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing your CSAT survey

  1. Click Launch Preview. This opens a test version of your CSAT survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the CSAT survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the your CSAT survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open your CSAT survey.

Using the QR code

  1. Using the QR code can quickly open your CSAT survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. A notification appears when scanning is on. Tap the notification to open the link.
  3. Alternatively, they can install a QR code reader app on the device. Follow the instructions for the app.

Completing your CSAT survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your Customer Satisfaction Score

Each Customer Satisfaction Survey (CSAT) has five reports.

  • Customer Satisfaction Survey (CSAT) Report containing the Customer Satisfaction Score and all comments for all the survey responses received.
  • Previous 12 months CSAT containing the Customer Satisfaction Score and all comments for the survey responses received over the previous 12 months
  • Satisfied Comments containing comments from satisfied customers (respondents scoring 4 or 5)
  • Neutral Comments containing comments from neutral customers (respondents scoring 3)
  • Dissatisfied Comments containing comments from dissatisfied customers (respondents scoring 1 or 2)

If you have included an additional question there is also an analysis list of the responses to this question, available in Tables and Charts.

Analyzing your response data

  1. Select your CSAT survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

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Customer NPS® Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/customer-nps-survey-guide/ Thu, 20 Apr 2023 15:07:30 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=9101 The Customer NPS Survey allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains the standard 2 part NPS questions to measure the loyalty of your customers. Both the 11 point scale and follow-up question text can be customised using your own words. There is also […]

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The Customer NPS Survey allows you to build surveys that ask your customers how satisfied they are with your organisation. The survey contains the standard 2 part NPS questions to measure the loyalty of your customers. Both the 11 point scale and follow-up question text can be customised using your own words. There is also the opportunity to add an additional question of your own. You can tailor the title, the logo for your organisation, and enter a custom thank you note.

The responses to the survey will help you understand how your customers feel, assisting you in improving and prioritising your business or organisation needs.

Step by step guide

This guide will take you through the steps for the Customer NPS Survey:

Step 1: Download the Customer NPS Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Customer NPS Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Customer NPS Survey

After logging in to Snap XMP Online you are ready to use the Customer NPS Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Customer NPS Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Customer NPS Survey which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to add an additional question of your own. Click Next to progress to the next step.
  2. The next page lets you customise the text in the survey. Click in a text area and overtype with your own text.
  3. Click Create Survey to build the Customer NPS Survey or click Back if you wish to change anything.

Making changes to your Customer NPS Survey

  1. Select the Customer NPS survey, if it is not already selected. In the Summary tab, click the Build link.
  1. This displays the read-only view of your Customer NPS survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Customer NPS Survey again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your customers using the link or QR code

The next step is to test the survey and share it with your customers.

Viewing the interview settings

  1. Select the Customer NPS survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the Customer NPS Survey

  1. Click Launch Preview. This opens a test version of the Customer NPS Survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the Customer NPS Survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the Customer NPS Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Customer NPS Survey.

Using the QR code

  1. Using the QR code can quickly open the Customer NPS Survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Completing the Customer NPS Survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your customer NPS score

Each Customer NPS Survey has five reports.

  • Customer NPS Survey Report containing the Net Promoter Score and all comments for all the survey responses received.
  • Previous 12 months NPS containing the Net Promoter Score and all comments for the survey responses received over the previous 12 months
  • Promoter Comments containing comments from promoters (respondents scoring 9 or 10)
  • Passive Comments containing comments from passives (respondents scoring 7 or 8)
  • Detractor Comments containing comments from detractors (respondents scoring 6 or below)

If you have included an additional question there is also an analysis list of the responses to this question, available in Tables and Charts.

Analyzing your response data

  1. Select the Customer NPS Survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

Net Promoter® and NPS® are registered trademarks of Bain & Company, Inc., NICE Systems, Inc., and Fred Reichheld

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Employee Engagement and Enablement Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/employee-engagement-enablement-survey-guide/ Wed, 01 Mar 2023 15:30:47 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=8910 The Employee Engagement and Enablement Survey is a ready-to-run survey that you can customise for your organisation. The survey gathers views on a range of key areas that help you understand how employees feel about working for your organisation, showing whether your employees are aligned with your goals, motivated to succeed, and have all the […]

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The Employee Engagement and Enablement Survey is a ready-to-run survey that you can customise for your organisation. The survey gathers views on a range of key areas that help you understand how employees feel about working for your organisation, showing whether your employees are aligned with your goals, motivated to succeed, and have all the support they need to do their job to a high standard.

This survey product provides 64 questions over 10 sections and provides a comprehensive built-in report that helps you understand how your employees are engaging with your organisation. There is the opportunity to add branding and questions that are specific to your business or organisation.

The responses to your survey will help you understand how your employees feel, assisting you in improving and prioritizing your business or organisation needs.

Please note that the reports and any associated charts will only be available when there are 5 or more responses in the business areas you have selected. This protects the anonymity of the respondents as they may be identified by their answers in small samples.

Step by step guide

This guide will take you through the steps for the Employee Engagement and Enablement Survey:

Step 1: Download the Employee Engagement and Enablement Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Employee Engagement and Enablement Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Employee Engagement and Enablement Survey

After logging in to Snap XMP Online you are ready to use the Employee Engagement and Enablement Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Employee Engagement and Enablement Survey template is available here. Templates are shown with the icon templateIcon.png. Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Employee Engagement and Enablement Survey Setup which helps you to set up your survey. Follow the on-screen instructions to build your survey. You can add a range of satisfaction ratings questions. Click Next to progress through each step.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions, a summary displays. Click Next to proceed with your choices or click Back if you wish to change anything.
  3. Click Create Survey to build the Employee Engagement and Enablement Survey.

Making changes to your Employee Engagement and Enablement Survey

  1. Select the Employee Engagement and Enablement Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your Employee Engagement and Enablement Survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Employee Engagement and Enablement Survey again. This allows you to change your initial choices by selecting or unselecting the options. This is not available if you have already started collecting responses.
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  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. The read-only version is shown.

Step 3: Distribute the survey to your employees

The next step is to test the Employee Engagement and Enablement Survey and share it with your employees.

Note: If you are planning to email the invites you will need to use your own email system and paste in the link or QR code to the questionnaire after making it live.

Viewing the interview settings

  1. Select the Employee Engagement and Enablement Survey if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the Employee Engagement and Enablement Survey

  1. Click Launch Preview. This opens a test version of the Employee Engagement and Enablement Survey.
WebInterviews3.png
  1. Test the Employee Engagement and Enablement Survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your employees’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your employees.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
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  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Employee Engagement and Enablement Survey.
  2. Alternatively, open your email application and paste the link into an email to send to your employees. If you are planning to email the invites you will need to use your own email system and paste in the link to the questionnaire after making it live.
  3. If you wish to include the Interview URL link in a printed sign for your employees, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
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  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for employees to use. The minimum size for a printed QR code is 2cm by 2cm.
  3. The QR code can be attached to an email sent to your employees. If you are planning to email the invites you will need to use your own email system and paste in the QR code to the questionnaire after making it live.

Step 4: Ask your employees to complete the Employee Engagement and Enablement Survey

When you have sent the Interview URL link or QR code to your employees, ask them to complete the questions.

Using the Interview URL link

  1. If your employee has an email with the Interview URL link, ask them to click this link to open the Employee Engagement and Enablement Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Employee Engagement and Enablement Survey.

Using the QR code

  1. Using the QR code can quickly open the Employee Engagement and Enablement Survey on your employees’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, the employee can install a QR code reader app on their smart phone. Follow the instructions for the app.

Completing the Employee Engagement and Enablement Survey

  1. Ask your employees to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve employee engagement and enablement

A comprehensive report is included:

  • Employee Engagement and Enablement Report shows a full analysis of your employee responses

Please note that the report is only generated when 5 or more responses are available for the selected period and business area(s). This is to protect the anonymity of the respondents as they may be identified by their answers in small samples. If you try to run the report with less than 5 responses then you will see a message saying that a minimum of 5 responses is required.

There are three lists of comments included:

  • Achieving Goals shows employee comments about your organisation’s ability to achieve its goals over the next three years
  • Biggest Difference shows employee comments about what would make the biggest difference to make working at your organisation better for the employee
  • Any Other shows any other comments made

You do not need to select contexts to view the lists of comments.

Analyzing your response data

  1. In Your work, select the Employee Engagement and Enablement Survey.
  2. In the Summary tab, click the Analyze link. The Employee Engagement and Enablement Report and the lists of comments are available here.

Before you run this report you will need to select a period and business area from the contexts named Period and Business area. Select these in the Context menu on the bottom left then re-run the report or list.

Applying a context to the report

The Employee Engagement and Enablement Survey includes two contexts, Period and Business Area, that you must select before running the report. The reports use the filters to show a subset of your response data. To apply a context to the report, follow these instructions for each context:

  1. Select Context in the side menu.
  2. Click Add variable to add a context rule.
  3. In the Select a variable list, select a context then click Next.
  1. Select the answers to use in the context and click OK.
  1. If you have already selected the report, you will see an Apply changes button. Click Apply changes to update the analysis of your response data for the selected context.
  1. Click on the report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

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Event Experience Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/event-experience-survey-guide/ Mon, 06 Jun 2022 09:42:10 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7710 The Event Experience Survey allows you to build surveys that ask your customers how satisfied they are with different aspects of your event. The surveys contain a number of questions to help you understand how your customers are feeling about their experience at your event. There is the opportunity to add questions that are specific […]

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The Event Experience Survey allows you to build surveys that ask your customers how satisfied they are with different aspects of your event. The surveys contain a number of questions to help you understand how your customers are feeling about their experience at your event. There is the opportunity to add questions that are specific to your organisation. These include a Net Promoter Score measure, a selection of questions to choose the different aspects of the event, such as registration process, speakers or catering, and the opportunity to add your own statements and choose demographic options. In addition, you can choose to ask for customers’ contact details and set up email alerts. You can choose to end with the Snap Surveys thank you page or your organisation’s own page.

The responses to your survey will help you understand how your customers feel, assisting you in improving your event.

Step by step guide

This guide will take you through the steps for the Event Experience Survey:

Step 1: Download the Event Experience Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Event Experience Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Event Experience Survey

After logging in to Snap XMP Online you are ready to use the Event Experience Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Event Experience Survey template is available here. Templates are shown with the icon templateIcon.png. Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
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  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
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  1. This opens the Event Experience Survey setup which helps you to create your survey. Follow the on screen instructions to build your survey. You have the opportunity to choose to use a Net Promoter Score measure and to add a range of satisfaction ratings questions. Click Next to progress through each step.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions, you are shown a summary. Click Next to proceed with your choices or click Back if you wish to change anything.
  3. Click Create Survey to build the Event Experience Survey.

Making changes to your Event Experience Survey

  1. Select the Event Experience Survey, if it is not already selected. In the Summary tab, click the Build link.
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  1. This displays the read-only view of your Event Experience Survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Event Experience Survey setup again. This allows you to change your initial choices by selecting or unselecting the options. This is not available if you have already started collecting responses.
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  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. The read-only version is shown.

Step 3: Share with your customers using the link or the QR code

The next step is to test the Event Experience Survey and share it with your customers.

Viewing the interview settings

  1. Select the Event Experience Survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.
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Testing the Event Experience Survey

  1. Click Launch Preview. This opens a test version of the Event Experience Survey.
WebInterviews3.png
  1. Test the Event Experience Survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
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  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
InCrowdCollectStartInterviewingURL.png
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Event Experience Survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
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  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the Event Experience Survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the Event Experience Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Event Experience Survey.

Using the QR code

  1. Using the QR code can quickly open the Event Experience Survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Completing the Event Experience Survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your event

Each event experience survey has three reports.

  • NPS and Satisfaction Report shows a comprehensive analysis of your customer responses
  • NPS and Satisfaction Report with monthly context shows an NPS and satisfaction report with trend data that can be filtered for each month.
  • Appendix – full comments shows the descriptions and comments entered by the respondents.

Analyzing your response data

  1. Select the Event Experience Survey, if it is not already selected.
  2. In the Summary tab, click the Analyze link. The reports are available here.
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  1. Click on the NPS & Satisfaction Report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.
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Applying a monthly context

The Event Experience Survey includes reports that can be viewed by month. This can be used to view the analysis of your response data for a selected month. To apply a context to the report, use the following instructions:

  1. Click on the NPS & Satisfaction Report with monthly context filter to view the analysis of your response data for a selected month.
  2. Select Context in the side menu.
  3. Click Add variable to add a context rule.
  4. In the Select a variable list, select Period then click Next.
  5. In the Period list, select the month to use as the context filter and click OK.
  6. Click Apply changes to update the analysis of your response data for the selected month.
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Visitor Attraction Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/visitor-attraction-survey-guide/ Mon, 11 Apr 2022 14:33:02 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7540 The Visitor Attraction Survey allows you to build surveys that ask your customers how satisfied they are with different aspects of your attraction. The surveys contain a number of questions to help you understand how your customers are feeling about their experience at your visitor attraction. There is the opportunity to add questions that are […]

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The Visitor Attraction Survey allows you to build surveys that ask your customers how satisfied they are with different aspects of your attraction. The surveys contain a number of questions to help you understand how your customers are feeling about their experience at your visitor attraction. There is the opportunity to add questions that are specific to your organisation. These include a Net Promoter Score measure, a selection of questions to choose the different aspects of the attraction such as shop or café and the opportunity to add your own statements and choose demographic options. In addition, you can choose to ask for customers’ contact details and set up email alerts. You can choose to end with the Snap Surveys thank you page or your organisation’s own page.

The responses to your survey will help you understand how your customers feel, assisting you in improving and prioritizing your visitor attraction.

Step by step guide

This guide will take you through the steps for the Visitor Attraction Survey:

Step 1: Download the Visitor Attraction Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Visitor Attraction Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Visitor Attraction Survey

After logging in to Snap XMP Online you are ready to use the Visitor Attraction Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Visitor Attraction Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
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  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
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  1. This opens the Visitor Attraction Survey setup which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to choose to use a Net Promoter Score measure and to add a range of satisfaction ratings questions. Click Next to progress through each step.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions, you are shown a summary. Click Next to proceed with your choices or click Back if you wish to change anything.
  3. Click Create Survey to build the Visitor Attraction Survey.

Making changes to your Visitor Attraction Survey

  1. Select the Visitor Attraction Survey, if it is not already selected. In the Summary tab, click the Build link.
  1. This displays the read-only view of your Visitor Attraction Survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Visitor Attraction Survey setup again. This allows you to change your initial choices by selecting or unselecting the options. This is not available if you have already started collecting responses.
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  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. The read-only version is shown.

Step 3: Share with your customers using the link, the QR code or printed questionnaire

The next step is to test the Visitor Attraction Survey and share it with your customers.

Viewing the interview settings

  1. Select the Visitor Attraction Survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the Visitor Attraction Survey

  1. Click Launch Preview. This opens a test version of the Visitor Attraction Survey.
WebInterviews3.png
  1. Test the Visitor Attraction Survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
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  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
InCrowdCollectStartInterviewingURL.png
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Visitor Attraction Survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
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  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Providing paper copies of the questionnaire

  1. In Paper Interviews, click the questionnaire download link.
Download the paper edition as a PDF
  1. A PDF of the questionnaire is downloaded to your device. This can be accessed and printed from your device for employees who cannot access the questionnaire online.

Step 4: Ask your customers to complete the Visitor Attraction Survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the Visitor Attraction Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Visitor Attraction Survey.

Using the QR code

  1. Using the QR code can quickly open the Visitor Attraction Survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Completing the Visitor Attraction Survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve your visitor attraction

Two reports are included:

  • Appendix – All data or by month context shows the words, phrases and comments from all free text questions in the survey.
  • Visitor Attraction Report – All data or by month context shows a comprehensive analysis of your customer responses including the Net Promoter Score, if included in the survey.

Analyzing your response data

  1. Select the Visitor Attraction Survey, if it is not already selected.
  2. In the Summary tab, click the Analyze link. The Appendix – All data or by month context and Visitor Attraction Report – All data or by month context are available here.
  1. Click on the Visitor Attraction Report – All data or by month context to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

Applying a monthly context

The Visitor Attraction Survey includes reports that can be viewed by month. This can be used to view the analysis of your response data for a selected month. To apply a context to the report, use the following instructions:

  1. Click on the report, Appendix or Visitor Attraction Report, to view the analysis of your response data for a selected month.
  2. Select Context in the side menu.
  3. Click Add variable to add a context rule.
  4. In the Select a variable list, select Period then click Next.
  5. In the Period list, select the month(s) to use as the context filter and click OK.
  1. Click Apply changes to update the analysis to show your response data for the selected month(s).

To clear the context and view the report for all the data again, click the bin icon then click Apply changes.

The post Visitor Attraction Survey guide appeared first on SnapSurveys.

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Employee Engagement Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/employee-engagement-survey-guide/ Wed, 09 Feb 2022 09:56:12 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=7254 The Employee Engagement Survey is a ready-to-run survey that can be customised for your organisation. The survey is designed to gather views on a range of topics, from the job, the manager and the company, to relationships, key policies and communications. The Employee Engagement Survey lets you select up to 22 engagement questions and provides […]

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The Employee Engagement Survey is a ready-to-run survey that can be customised for your organisation. The survey is designed to gather views on a range of topics, from the job, the manager and the company, to relationships, key policies and communications.

The Employee Engagement Survey lets you select up to 22 engagement questions and provides built-in reports that help you understand how your employees are engaging with your organisation. There is the opportunity to add branding and questions that are specific to your business or organisation.

The responses to your survey will help you understand how your employees feel, assisting you in improving and prioritizing your business or organisation needs.

Please note that the reports and any associated charts will only be available when 10 or more responses have been entered. This is to protect the anonymity of the respondents as they may be identified by their answers in small samples.

Step by step guide

This guide will take you through the steps for the Employee Engagement Survey:

Step 1: Download the Employee Engagement Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Employee Engagement Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Employee Engagement Survey

After logging in to Snap XMP Online you are ready to use the Employee Engagement Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Employee Engagement Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
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  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
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  1. This opens the Employee Engagement Survey Setup which helps you to set up your survey. Follow the on-screen instructions to build your survey. You can add a range of satisfaction ratings questions. Click Next to progress through each step.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions, you are shown a summary. Click Next to proceed with your choices or click Back if you wish to change anything.
  3. Click Create Survey to build the Employee Engagement Survey.

Making changes to your Employee Engagement Survey

  1. Select the Employee Engagement Survey if it is not already selected. In the Summary tab, click the Build link.
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  1. This displays the read-only view of your Employee Engagement Survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Employee Engagement Survey again. This allows you to change your initial choices by selecting or unselecting the options. This is not available if you have already started collecting responses.
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  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. The read-only version is shown.

Step 3: Distribute the survey to your employees

The next step is to test the Employee Engagement Survey and share it with your employees.

Viewing the interview settings

  1. Select the Employee Engagement Survey if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.
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Testing the Employee Engagement Survey

  1. Click Launch Preview. This opens a test version of the Employee Engagement Survey.
WebInterviews3.png
  1. Test the Employee Engagement Survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your employees’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
Graphical user interface, text, application

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  1. Now you can send the Interview URL link and/or QR code to your employees.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
InCrowdCollectStartInterviewingURL.png
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Employee Engagement Survey.
  2. Alternatively, open your email application and paste the link into an email to send to your employees.
  3. If you wish to include the Interview URL link in a printed sign for your employees, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
DownloadQRCode1.PNG
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for employees to use or attached to an email sent to your employees. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your employees to complete the Employee Engagement Survey

When you have sent the Interview URL link or QR code to your employees, ask them to complete the questions.

Using the Interview URL link

  1. If your employee has an email with the Interview URL link, ask them to click this link to open the Employee Engagement Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Employee Engagement Survey.

Using the QR code

  1. Using the QR code can quickly open the Employee Engagement Survey on your employees’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Completing the Employee Engagement Survey

  1. Ask your employees to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve employee engagement

Three reports are included:

  • Engage report shows a comprehensive analysis of your employee responses
  • Appendix 1 – Open Comments shows comments employees have given to the open-ended questions
  • Appendix 2 – Tables (Excluding ‘No opinion’ and ‘Not applicable’) shows tables containing the responses from the ratings questions

Please note that the reports and any associated charts will only be available when 10 or more responses have been entered. This is to protect the anonymity of the respondents as they may be identified by their answers in small samples. If you try to run any of the reports with less than 10 responses then you will see a message saying that a minimum of 10 responses is required.

Analyzing your response data

  1. Select the Employee Engagement Survey if it is not already selected.
  2. In the Summary tab, click the Analyze link. The Engage report, Appendix 1 and Appendix 2 are available here.
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  1. Click on the Engage report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.
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Applying a filter to a report

The Employee Engagement Survey includes several filters that can be applied to the reports. These can be used to view a filtered subset of your response data. To apply a filter to the report, use the following instructions:

  1. Select Filter in the side menu.
  2. Click Add variable to add a filter rule.
  3. In the Select a variable list, select a filter then click Next.
  4. Select the answers to use in the filter and click OK.
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  1. Click Apply changes to update the analysis of your response data for the selected filter.
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Tenant Satisfaction Measures Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/tenant-satisfaction-measures-survey-guide/ Tue, 26 Oct 2021 11:18:15 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=6760 The Regulator of Social Housing is a UK Government body that regulates providers of social housing. They provide a set of standardised questions which social housing providers are required to use when they survey their tenants, asking their satisfaction with the housing and housing provider. The Tenant Satisfaction Measures Survey uses these standard questions to […]

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The Regulator of Social Housing is a UK Government body that regulates providers of social housing. They provide a set of standardised questions which social housing providers are required to use when they survey their tenants, asking their satisfaction with the housing and housing provider. The Tenant Satisfaction Measures Survey uses these standard questions to build a survey that helps your organisation to meet these regulatory requirements. The surveys contain a number of questions to help you understand how your tenants are feeling about the service they are receiving from your organisation. There is the opportunity to enter your organisation’s details, include a range of demographic questions, and to ask for contact details.

The responses to your survey will help you understand how your tenants feel, assisting you in improving and prioritising your organisation’s needs.

Step by step guide

This guide will take you through the steps for the Tenant Satisfaction Measures Survey:

Step 1: Download the Tenant Satisfaction Measures Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Tenant Satisfaction Measures Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Tenant Satisfaction Measures Survey

After logging in to Snap XMP Online you are ready to use the Tenant Satisfaction Measures Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Tenant Satisfaction Measures Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Tenant Satisfaction Measures Survey which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to enter your organisation’s details, to add a range of demographic questions, and to ask for contact details. Click Next to progress through the process.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions you are shown a summary, click Next to proceed with your choices or click Back if you wish to change anything.
  3. Click Create Survey to build the Tenant Satisfaction Measures Survey.

Making changes to your Tenant Satisfaction Measures Survey

  1. Select the Tenant Satisfaction Measures Survey, if it is not already selected. In the Summary tab, click the Build link.
  1. This displays the read-only view of your Tenant Satisfaction Measures Survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Tenant Satisfaction Measures Survey again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version, which shows the read-only version.

Step 3: Share with your tenants using the link, the QR code or printed questionnaire

The next step is to test the Tenant Satisfaction Measures Survey and share it with your tenants.

Viewing the interview settings

  1. Select the Tenant Satisfaction Measures Survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the Tenant Satisfaction Measures Survey

  1. Click Launch Preview. This opens a test version of the Tenant Satisfaction Measures Survey.
WebInterviews3.png
  1. Test the Tenant Satisfaction Measures Survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your tenants’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your tenants.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
InCrowdCollectStartInterviewingURL.png
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Tenant Satisfaction Measures Survey.
  2. Alternatively, open your email application and paste the link into an email to send to your tenants.
  3. If you wish to include the Interview URL link in a printed sign for your tenants, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
DownloadQRCode1.PNG
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for tenants to use or attached to an email sent to your tenants. The minimum size for a printed QR code is 2cm by 2cm.

Providing paper copies of the questionnaire

  1. In Paper Interviews, click the questionnaire download link.
Download the paper edition as a PDF
  1. You can download a PDF of the questionnaire to your device. Access and print from your device for tenants who cannot access the questionnaire online.

Step 4: Ask your tenants to complete the Tenant Satisfaction Measures Survey

When you have sent the Interview URL link or QR code to your tenants, ask them to complete the questions.

Using the Interview URL link

  1. If your tenant has an email with the Interview URL link, ask them to click this link to open the Tenant Satisfaction Measures Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Tenant Satisfaction Measures Survey.

Using the QR code

  1. Using the QR code can quickly open the Tenant Satisfaction Measures Survey on your tenants’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Completing the Tenant Satisfaction Measures Survey

  1. Ask your tenants to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Using paper questionnaires

You can make printed paper copies of the questionnaire available by

  • Mailing a copy to your tenants for them to complete and return. You may want to provide a covering letter with further information specific to your organisation, and to let your tenants know how to return the completed questionnaire.
  • Making copies of the paper questionnaire available in areas accessed by your tenants with instructions on what to do with the completed questionnaire.

When you receive the completed paper questionnaires you need to enter the responses into your survey.

  • Enter the Interview URL in a web browser and progress through the questionnaire, entering the responses from each completed paper questionnaire.
  • Snap Surveys’ Data Collection services are also available to provide data collection and data entry.

Step 5: Use your data to improve tenant satisfaction

Each Tenant Satisfaction Measures Survey has two main reports and up to three appendix reports depending on the options chosen. There are also up to two filters available, depending on the options chosen, that can be used to filter the responses used in the reports.

Reports

The main reports are:

  • Full Report shows a comprehensive analysis of your tenant responses, including the regulator’s requirements, and is intended for use by the organisation itself. Use the filters to produce a report with a filtered subset of your response data.
  • Tenant Summary shows a summary report that is intended to be circulated to residents. One of the requirements of the regulator is to share results with tenants and this report enables you to fulfil that. Use the filters to produce a report with a filtered subset of your response data. Your organisation can share the Tenant Summary with tenants electronically, for example via email, as well as using paper copies.

The appendices are:

  • Appendix: Further Comments gives you an opportunity to review the comments made by tenants.
  • Appendix: Contact Details gives you a report of contact details left by tenants who supplied them.
  • Appendix: Further Comments & Contact Details Enables you to respond to any specific issues that tenants raised.

Filters

The filters are:

  • by tenure
    • This filter is only available if you have selected “Yes, I’d like to include a tenure question” in the survey setup. The default filter rule name is “What type of tenure do you have?” but you can change this as part of the survey setup.
  • by area
    • This filter is only available if you have selected “Yes, I’d like to include an area/estate/building question” in the survey setup. The default filter rule name is “Which area do you live in?” but you can change this as part of the survey setup.

Analysing your response data

  1. Select the Tenant Satisfaction Measures Survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on the reports to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

Applying a filter to the reports

The Tenant Satisfaction Measures Survey may have up to two filters, depending on the options chosen. You can apply the filters to any of the reports. You can filter by tenure if you have selected “Yes, I’d like to include a tenure question” and by area if you have selected “Yes, I’d like to include an area/estate/building question” in the survey setup. Use the filters to view a filtered subset of your response data. To apply a filter to the reports, use the following instructions:

  1. Select Filter in the side menu.
  2. Click Add variable  to add a filter rule.
  3. In the Select a variable list, select a filter then click Next.
  4. Select the answers to use in the filter and click OK.
  1. Select a report to show the filtered analysis. If a report is already selected, click Apply changes to update the analysis of your response data for the selected filter.

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Customer Satisfaction Solution guide https://www.snapsurveys.com/support-snapxmp/snapxmp/customer-satisfaction-solution-guide/ Fri, 23 Jul 2021 08:40:56 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=6323 The Customer Satisfaction Solution allows you to build surveys that ask your customers how satisfied they are with aspects of your organisation. The surveys contain a number of questions to help you understand how your customers are feeling about the service they are receiving from your organisation. There is the opportunity to add questions that […]

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The Customer Satisfaction Solution allows you to build surveys that ask your customers how satisfied they are with aspects of your organisation. The surveys contain a number of questions to help you understand how your customers are feeling about the service they are receiving from your organisation. There is the opportunity to add questions that are specific to your business or organisation. These include a Net Promoter Score (NPS) measure, a selection of questions to choose from that will form a grid asking for satisfaction ratings and the opportunity to add your own statements. In addition, you can choose to ask for customers’ contact details and set up email alerts.

The responses to your survey will help you understand how your customers feel, assisting you in improving and prioritizing your business or organisation needs.

Step by step guide

This guide will take you through the steps for the Customer Satisfaction Solution:

Step 1: Download the Customer Satisfaction Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Customer Satisfaction Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the customer satisfaction survey

After logging in to Snap XMP Online you are ready to use the Customer Satisfaction Solution.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Customer Satisfaction Solution template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This opens the Customer Satisfaction Solution which helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to choose to use a Net Promoter Score measure and to add a range of satisfaction ratings questions. Click Next to progress through each step.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions you are shown a summary, click Next to proceed with your choices or click Back if you wish to change anything.
  3. Click Create Survey to build the customer satisfaction survey.

Making changes to your customer satisfaction survey

  1. Select the customer satisfaction survey, if it is not already selected. In the Summary tab, click the Build link.
  1. This displays the read-only view of your customer satisfaction survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Customer Satisfaction Solution again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your customers using the link or QR code

The next step is to test the survey and share it with your customers.

Viewing the interview settings

  1. Select the customer satisfaction survey, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the Customer Satisfaction Survey

  1. Click Launch Preview. This opens a test version of the customer satisfaction survey.
Launch preview link
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your customers’ responses.

Start Interviewing

  1. Click Start Interviewing then click Start when you are asked to confirm.
  1. Now you can send the Interview URL link and/or QR code to your customers.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
Interview URL with the Copy to clipboard icon highlighted
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the survey.
  2. Alternatively, open your email application and paste the link into an email to send to your customers.
  3. If you wish to include the Interview URL link in a printed sign for your customers, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Download QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for customers to use or attached to an email sent to your customers. The minimum size for a printed QR code is 2cm by 2cm.

Step 4: Ask your customers to complete the customer satisfaction survey

When you have sent the Interview URL link or QR code to your customers, ask them to complete the questions.

Using the Interview URL link

  1. If your customer has an email with the Interview URL link, ask them to click this link to open the Customer Satisfaction Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the customer satisfaction survey.

Using the QR code

  1. Using the QR code can quickly open the customer satisfaction survey on your customers’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Completing the customer satisfaction survey

  1. Ask your customers to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 5: Use your data to improve customer satisfaction

Each customer satisfaction survey has two reports. The available reports depend on the options you chose when creating the survey.

  • With both the Net Promoter Score (NPS) and satisfaction question, the reports are:
    • NPS and Satisfaction Report shows a comprehensive analysis of your customer responses
    • NPS and Satisfaction Report with monthly context shows an NPS and satisfaction report with trend data that can be filtered for each month.
  • With only the Net Promoter Score (NPS), the reports are:
    • NPS Report shows an analysis of the Net Promoter Score from your customer responses
    • NPS Report with monthly context shows an NPS report with trend data that can be filtered for each month
  • With only the satisfaction question, the reports are:
    • Satisfaction Report shows an analysis of the satisfaction question from your customer responses
    • Satisfaction Report with monthly context shows a satisfaction report with trend data that can be filtered for each month
  • If neither the Net Promoter Score (NPS) or satisfaction question is used then no reports are available.

Analyzing your response data

  1. Select the customer satisfaction survey.
  2. In the Summary tab, click the Analyze link. The reports are available here.
  1. Click on a report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

Applying a monthly context

The customer satisfaction survey includes a report that has a monthly context . You can use this to view the analysis of your response data for a selected month. To apply a context to the report use the following instructions:

  1. Select Context in the side menu.
  2. Click Add variable to add a context rule.
  3. In the Select a variable list, select Period then click Next.
  4. In the Period list, select the month to use as the context and click OK.
  5. Click Apply changes to update the analysis of your response data for the selected month.
Context rule with the Apply changes button highlighted

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Workplace Survey guide https://www.snapsurveys.com/support-snapxmp/snapxmp/workplace-survey-guide/ Wed, 07 Oct 2020 08:20:07 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=2452 The Workplace Survey allows you to build surveys that ask your employees about their attitude to working from home and, when possible, returning to their normal place of work. The surveys contain a number of questions to help you understand how your employees are feeling about working from home and returning to work. There is […]

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The Workplace Survey allows you to build surveys that ask your employees about their attitude to working from home and, when possible, returning to their normal place of work. The surveys contain a number of questions to help you understand how your employees are feeling about working from home and returning to work. There is the opportunity to add questions that are specific to your business or organization.

The responses to your survey will help you understand how your employees feel about working from home and returning to work, assisting you in supporting your employees and prioritizing your business or organization needs.

Step by step guide

This guide will take you through the steps for the Workplace Survey:

Step 1: Download the Workplace Survey from the Marketplace

To download a pre-built survey from the Marketplace you will need to have a Snap XMP Online account. Follow the steps below to access the survey by either creating a new account or by logging into your existing account.

  1. Go to the Marketplace here: https://www.snapsurveys.com/marketplace. If you have any problems, copy and paste or type the link into your web browser search bar.
  2. Select the Workplace Survey from the list of pre-built surveys available.
  3. Click Get started for free. This automatically opens the Snap XMP Online login page.
    • If you do not already have an account, you should click the link Create a Snap XMP Online account, enter your details and click Create account. An email will be sent to the email address confirming that the account has been created. Click the link in the email to verify the email account. Then once logged in you will see that the survey is listed in the Your work area.
    • If you already have an account, you simply log into your account and the survey will automatically be imported.

Step 2: Building the Workplace Survey

After logging in to Snap XMP Online you are ready to use the Workplace Survey.

  1. The first page in Snap XMP Online shows a summary of Your Work. The Workplace Survey template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
  1. This shows the Workplace Survey that helps you to set up your survey. Follow the on screen instructions to build your survey. You have the opportunity to tailor some elements of the questions. Click Next to progress through each step.
  2. On each page, select the options you require and click Next to go to the next page. When you have completed the questions, click Submit to build the Workplace Survey.

Making changes to your Workplace Survey

  1. Select the Workplace Survey. In the Summary tab, click the Build link.
  1. This displays the read-only view of your Workplace Survey. There are three options available:
    • View shows the read-only version.
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Workplace Survey again. This allows you to change your initial choices by selecting or unselecting the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. This shows the read-only version.

Step 3: Share with your employees using the link, the QR code or printed questionnaire

The next step is to test the Workplace Survey and share it with your employees.

Viewing the interview settings

  1. Select the Workplace Survey.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here. You can also create a PDF of the questionnaire. This can be used to print a paper copy of the questionnaire that can be mailed to your employees, attached to an email sent to your employees or made available in the workplace for any employees who are unable to access the questionnaire online.

Testing the Workplace Survey

  1. Click Launch Preview. This opens a test version of the Workplace Survey.
Launch the questionnaire preview
  1. Test the survey by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. If you need to make any changes, return to the Build tab where you can use Edit and Rebuild to make the changes then repeat the testing.
  3. When you are happy with the questionnaire, you can start collecting your employees’ responses.

Start Interviewing

  1. Click Start Interviewing and click Start when you are asked to confirm.
Start interviewing
  1. Now you can send the Interview URL link and/or QR code to your employees.
  2. You can also create a PDF of the questionnaire. This can be used to print a paper copy of the questionnaire.

Inviting your employees to complete the survey

You can invite your employees to complete the survey by adding them as participants then sending an email invitation containing the survey link.

  1. In Collect, select the Participants side menu then select Participant list.
  2. Click Upload participants to open the Upload participants wizard.
  1. Click Select file to add the file with your employees’ data. The accepted file formats are Excel (XLSX) and Comma separated format (CSV). Click Next and follow the instructions to complete the wizard. You can find more information at Uploading participants from a spreadsheet.
  2. When your employees’ data is loaded, select Invitations. Click Add invitation or Add plain text invitation to add an HTML or plain text invitation. You can find more information at Creating invitations using the email editor.
  1. Click Start sending invitations to send invitations to your employees.

Making the Interview URL available

  1. In Web Interviews, click Copy URL to clipboard to copy the Interview URL link.
InCrowdCollectStartInterviewingURL.png
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Workplace Survey.
  2. If you wish to include the Interview URL link in a printed sign for your employees, paste it into a document and print.

Making the QR code available

  1. In Web Interviews, click the QR code image to download the QR code to your device.
Interview QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for employees to use or attached to an email sent to your employees. The minimum size for a printed QR code is 2cm by 2cm.

Providing paper copies of the questionnaire

  1. In Paper Interviews, click the questionnaire download link.
Download the paper edition as a PDF
  1. A PDF of the questionnaire is downloaded to your device. This can be accessed and printed from your device for employees who cannot access the questionnaire online.

Step 4: Ask your employees to complete the Workplace Survey

When you have sent the Interview URL link or QR code to your employees, ask them to complete the questions.

Using the Interview URL link

  1. If your employee has an email with the Interview URL link, ask them to click this link to open the Workplace Survey.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Workplace Survey.
  3. Ask your employees to answer the questions and click Submit.
  4. They will receive a notification to confirm that their response has been submitted.

Scanning the QR code

  1. Your employees can use the QR code to quickly open the Workplace Survey on your employees’ smartphones. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, you can install a QR code reader app on the phone. Follow the instructions for the app.
  4. Ask your employees to answer the questions and click Submit.
  5. They will receive a notification to confirm that their response has been submitted.

Using paper questionnaires

You can make printed paper copies of the questionnaire available by

  • Mailing a copy to your employees for them to complete and return. You may want to provide a covering letter with further information specific to your business or organization, and to let your employees know how to return the completed questionnaire.
  • Making copies of the paper questionnaire available in the workplace with instructions on what to do with the completed questionnaire.

When you receive the completed paper questionnaires you need to enter the responses into your survey.

  • Enter the Interview URL in a web browser and progress through the questionnaire, entering the responses from each completed paper questionnaire.
  • Snap Surveys’ Data Collection services are also available to provide data collection and data entry.

Step 5: Use your data to support your employees

The surveys includes four reports:

  • Workplace Survey Report shows a comprehensive analysis of your employee responses
  • Appendix 1 – Comments shows a list of the responses to each open ended question
  • Crosstabs shows a cross-tabulation table of the responses to each grid question
  • Information Sheet that gives information on using the reports

Analyzing your response data

  1. Select the survey.
  2. In the Summary tab, click the Analyze link. The Workplace Survey Report is available here.
  1. Click on the Workplace Survey Report to view the analysis of your response data.
    • Click Update to get the latest data.
    • Click Download to create a PDF version of the report.
    • Click Print PrintInfoSheet.PNG to print the report.

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Visitor Check-In Tool guide https://www.snapsurveys.com/support-snapxmp/snapxmp/visitor-check-in-tool-guide/ Mon, 14 Sep 2020 08:41:16 +0000 https://www.snapsurveys.com/support-snapxmp/?post_type=epkb_post_type_1&p=2375 This product is no longer available for new registrations. This guide is for customers who have previously downloaded this product. Welcome your visitors and keep track of their details easily to support contact tracing, such as the NHS Test and Trace service, during the pandemic. To help businesses and organisations operate smoothly during coronavirus restrictions, […]

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This product is no longer available for new registrations. This guide is for customers who have previously downloaded this product.

Welcome your visitors and keep track of their details easily to support contact tracing, such as the NHS Test and Trace service, during the pandemic.

To help businesses and organisations operate smoothly during coronavirus restrictions, we’ve created a Visitor Check-In Tool that will help you capture and store the data of anyone who enters your premises. You are able to take their details upon arrival to support contact tracing during the pandemic.

Step by step guide

This guide will take you through the steps for the Visitor Check-In Tool:

Step 1: Building the Visitor Check-In Tool

Step 2: Share the Visitor Check-In Tool using the link or the QR code

Step 3: Ask people who come to your premises to complete the Visitor Check-In Tool

Step 4: Use your data to support contact tracing and data protection

Step 1: Building the Visitor Check-In Tool

After logging in to Snap XMP Online you are ready to build the Visitor Check-In Tool

  1. The first page in Snap XMP Online shows a summary of Your Work. The Visitor Check-In Tool Template is available here. Templates are shown with the icon templateIcon.png . Click the icon or template name to show the template Summary.
  1. In the Summary, click New Survey. You can also access the survey help, and the terms and conditions here.
  1. Enter the survey name; select the checkbox to confirm that you have read and accept the terms and conditions then click Create survey.
Enter the Visitor Check-in survey details
  1. This shows the Visitor Check-In Tool. Follow the on screen instructions to build your Visitor Check-In Tool. There are some questions that are always included in the Visitor Check-In Tool. Details are given in the on screen instructions. There are a number of optional features including changing the default title; entering your organisation’s name and logo; and adding a departure time question.
  2. Select the options you require. When you have completed the questions, click Build Tool to build the Visitor Check-In Tool.

Making changes to your Visitor Check-In Tool

  1. Select the Visitor Check-In Tool, if it is not already selected. In the Summary tab, click the Build link.
  1. This displays the read-only view of your Visitor Check-In Tool. There are three options available:
    • View shows the read-only version of your Visitor Check-In Tool
    • Edit lets you make basic changes to specified wording and the logo. You can edit the shaded areas shown between curly brackets { }. Click on the word or image to edit.
    • Rebuild runs the Visitor Check-In Tool again. This allows you to change your initial choices by selecting or clearing the options. This is not available if you have already started collecting responses.
  1. Click Save to save any changes you have made. Click Cancel to cancel any changes and return to the original version. The read-only version is shown.

Step 2: Share the Visitor Check-In Tool using the link or the QR code

The next step is to test and share the Visitor Check-In Tool with your visitors.

Viewing the interview settings

  1. Select the Visitor Check-In Tool, if it is not already selected.
  2. In the Summary tab, click the Collect link. The Interview URL link and the QR code are available here.

Testing the Visitor Check-In Tool

  1. Click Launch Preview. This opens a test version of the Visitor Check-In Tool.
Launch the questionnaire preview
  1. Test the Visitor Check-In Tool by completing it with different responses to check that it works the way you want. Your test responses are not saved and do not affect your data.
  2. When you are happy with it you can start collecting your visitors’ responses.

Start Interviewing

  1. Click Start Interviewing and click Start when you are asked to confirm.
Start interviewing
  1. Now you can send the Interview URL link and/or QR code to anyone who pre-books an appointment or you can give them to people on arrival at your premises.

Making the Interview URL available

  1. Click Copy URL to clipboard to copy the Interview URL link.
Copy the Interview URL to the clipboard
  1. Open your web browser, paste the link into the search bar at the top of your browser and press Enter. This loads the start page of the Visitor Check-In Tool.
  2. Alternatively, open your email application and paste the link into an email to send to your visitor.
  3. If you wish to include the Interview URL link in a printed sign for your visitors, paste it into a document and print.

Making the QR code available

  1. Click the QR code image to download the QR code to your device.
Interview QR code
  1. The web browser shows a notification when the file has downloaded. Click on the notification to open and/or save the QR code.
  2. The QR code can be used in a printed sign for visitors to use or attached to an email sent to your visitor. The minimum size for a printed QR code is 2cm by 2cm.

Step 3: Ask people who come to your premises to complete the Visitor Check-In Tool

When someone arrives at your premises ask them to use the link or QR code to fill in the check in form.

Starting the Visitor Check-In Tool using the QR code

  1. Using the QR code can quickly open the Visitor Check-In Tool on your visitor’s smartphone. Many smartphones, such as iPhones or Android devices, have an in-built QR code reader in the camera app.
  2. Open the camera app and point the camera at the QR code for a few seconds. When scanning is enabled a notification appears. Tap the notification to open the link.
  3. Alternatively, a QR code reader app can be installed on the phone. Follow the instructions for the app.

Starting the Visitor Check-In Tool using the Interview URL link

  1. If your visitor has an email with the Interview URL link, ask them to click this link to open the Visitor Check-In Tool.
  2. Alternatively, open a web browser app and enter the Interview URL in the search bar of the browser. Press Enter to open the Visitor Check-In Tool.

Completing the Visitor Check-In Tool

  1. Ask your visitor to answer the questions and click Submit.
  2. They will receive a notification to confirm that their response has been submitted.

Step 4: Use your data to support contact tracing and data protection

A Visitor Check-In Tool Report and an Information sheet are available to help manage the response data and help fulfil your responsibilities for both contact tracing, such as NHS Test and Trace, and data protection legislation, such as GDPR.

You may want to access the data for two reasons:

  1. When there is concern that a visitor has COVID-19 or shows signs of COVID-19, you will need to access the data to give to the contact tracing authorities, as required.
  2. When data protection legislation requires you to securely dispose or delete visitor data after a specified length of time.

Managing your visitor data

  1. Select the Visitor Check-In Tool, if it is not already selected.
  2. In the Summary tab, click the Analyze link. The Visitor Check-In Tool Report and Information sheet are available.
  1. We recommend reading the Information sheet first which explains how to erase data or filter data required by the contact tracing authorities. To print the Information Sheet, click on the Information Sheet link then click Print PrintInfoSheet.PNG .
Visitor Check-in Tool Information Sheet
  1. To view your visitor data click on the Visitor Check-In Tool Report. Click Update to get the latest data.
  1. Click Download to create a PDF version of the report.

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