SNAP SURVEYS USERS GUIDE FOR LEHMAN COLLEGE

Transcription

1 SNAP SURVEYS USERS GUIDE FOR LEHMAN COLLEGE VERSION 1.1 This guide was created by the Office of Assessment and Planning for use by Lehman College employees. It is not endorsed by SNAP Surveys. This guide was created by the Office of Assessment and Planning for use by Lehman College employees. It is not endorsed by SNAP Surveys.

2 Table of Contents About Snap... 1 Getting Snap... 1 Snap Help... 1 Steps to do before creating a survey... 3 Step 1 -Creating a new survey in Snap Add a Title... 5 Add a Sub Title... 6 Add an Instruction... 7 Add a Multi Choice question... 7 Add an Other option... 8 Add a Grid question... 9 Add a Single Choice question Add an Open Ended question Select a question from the Reference library Add Routing/Skip instructions Types of routing/skip instructions...14 Creating a Conditionally Ask question...14 Creating a Goto on Answer rule...19 Hiding question numbers Adding Page Breaks Add a logo to the title (see page 5) Interactive questions Single question turned into interactive question...26 Grid question turned into interactive question...28 Inserting Slide controls...31 Allow respondents to insert documents...33 Step 2 Publishing, uploading, and making survey Available Step I: Publishing the survey...37 Output Settings...37 Access name path...38 Replies Settings...38 After submitting field (enter Dept./Office web page)...39

3 Table of Contents (continued) Page Settings...39 Background color (also see page 18)...40 Background image (also see page 18)...41 Margins Settings...42 Buttons Settings...43 Layout Settings...44 Removing the Snap logo from survey...44 Publishing the survey (for preview in browser)...44 Trouble publishing survey...44 Step II: Uploading survey to the Lehman College s server...45 Login to server...45 Uploading survey to server...46 Step III: Making survey available...47 Making survey secure (https)...47 Starting the survey...48 Testing the survey...48 Step 3 Collecting and analyzing survey results Option I: Analyzing results at your PC...49 Linking a survey with a database Adaptive surveys... 66

4 About Snap Surveys Snap Surveys is a software that allows you to create simple or very complex surveys. The following guide will provide you with step-by-step instructions on how to create a basic customer satisfaction questionnaire. Pages 1-36 will show you how to create your survey, publish it (pgs ), upload it to the Lehman College designated server (pgs ), and analyze the results (pgs ). More advanced features, including linking your survey to a database (pgs ), are available toward the end of this manual. Getting the Snap 11 software Before taking you through the steps of creating a new survey, you must first have SNAP installed on your PC, and have an account established so that you can upload your completed questionnaire to the Snap server. 1. SOFTWARE INSTALLATION: To have the Snap software installed on your PC (ask for the most recent version of SNAP which currently is SNAP 11 Build 11.08), please make an appointment with the Lehman College Department of Information Technology either by at help.desk@lehman.cuny.edu or by phone at SERVER ACCOUNT: To have an account created for the Snap server, please contact Raymond Galinski at raymond.galinski@lehman.cuny.edu or by phone at Getting Help with Snap Surveys If you need assistance with the use of Snap Surveys, there are several options available to you. 1. First, Snap has Help Guides built into the software, located in the following path at your computer: C:\Program Files\Snap 11\Documentation and it can be easily accessed using the Help menu at the top menu on the screen and selecting Contents. Page 1

5 2. Online tutorials are also available by selecting the Help menu and choosing Snap Resources Online Other online resources are available at 3. Help is also available by contacting the Snap Support Services Team who offer a quick response to any questions you might have. Snap s Help Desk Support Team can be contacted by phone, by fax or by Hotline: (603) Fax: (603) techsupport@snapsurveys.com 4. Snap Surveys has also a channel with tutorials about the most popular topics. Please visit: if you are interested in learning more about this. Snap Surveys also posts hot tips at the following media: As a last resource, you may also contact the Office of Assessment and Planning at Page 2

6 SNAP 11 The latest SNAP Surveys software release is SNAP 11 Build This guide has been created using images with the new features for this version. This guide can still be used for users of SNAP 10 but have in mind that some new features in Snap 11 might not be available for Snap 10. IMPORTANT STEPS TO DO BEFORE CREATING A SURVEY Snap contains some templates, images and other files built into the software that will open by default when using Snap. The same is true when saving the questionnaires; Snap creates a folder for all the files pertaining to your survey (images, survey files, etc.) into one of these folders. To avoid problems locating the files -and to have your surveys organized- we recommend creating a folder with a name that identifies the questionnaire you will create in the location of your preference (e.g.: Desktop, My Documents, etc.). For this tutorial we are going to create a folder in the desktop to make it easier to locate the files when you are ready to upload the questionnaire into the Lehman College s designated server for Snap Surveys. CREATE A NEW FOLDER AT THE DESKTOP There are several ways to create a folder. Use the method of your preference. For the purpose of this tutorial, we are using the following steps to create a folder at the Desktop directory of the computer: 1) In your Desktop window, right click to access the menu 2) Select New, then Folder to create a new folder 3) Give a name to the folder, for this tutorial type DiningHallSurvey (no spaces) This new folder will be used later on (if you already created a survey and are ready to upload it to the server, you can skip to page 45). For now, start creating a new questionnaire following the steps on the following pages. Open Snap and, close the Welcome to Snap dialog box by selecting No. If you don t want this dialog box to display every time Snap is opened, check the Do not show this again box the next time you open Snap. Page 3

7 SAVING THE QUESTIONNAIRE AT THE CREATED FOLDER As mentioned in the previous page, Snap has preloaded several surveys in the path C:\users\public\documents\snap 11 (this path might vary for some users) that display when opening Snap. The survey overview window in Snap has an address bar at the top, telling you which Windows folder you are in. Any surveys you create or clone will be placed in this directory. It is a good practice to organize your surveys with a system you are comfortable with. For the purpose of this tutorial and to avoid problems locating the questionnaire later on, we will save the files associated with the new questionnaire inside the folder we previously created at the Desktop (page 3). 1) Click Browse to locate the folder previously created at the Desktop named DiningHallSurvey. 2) Snap will create a file (MDF extension) containing the initial set up and images pertaining to the questionnaire in the selected folder. A compressed folder see next page will be created based on this file once the survey is Published. In Snap Publish means displaying the questionnaire in the browser (for preview). During the Publish stage the survey is not ready for distribution yet, it will be available for distribution once the survey is uploaded to the server (see page 45). For now, let s start creating a new questionnaire. Follow the instructions starting in the next page. For additional information about how to manage your survey files, please visit Page 4

8 STEP 1 CREATING A NEW SURVEY IN 1. Click to start a new survey 2. Naming a questionnaire: Type a name for the survey in the Survey field dialog box Quick_Survey_semester-or-Month_Year (e.g.: Quick-Survey_Fall2014, Quick-Survey_Sept_2014, etc.). The MDF file generated will be named exactly as you type it in the Survey field. However, Snap will create a compressed folder containing all the files for the questionnaire using this name, and will drop any spaces, uppercase letters, and dashes used to name the survey but will keep underscores (dashes and spaces are changed to underscores). Any files associated with the questionnaire will also take this name. This will be helpful to know when uploading the questionnaire into the server. (See pg. 38, Access Name section). For the purpose of this tutorial, type Quick-Survey_Fall2014 in the Survey field. 3. Enter a descriptive title for the survey in the Title field. Dining Hall Satisfaction Survey. This name will appear in the browser displaying the questionnaire. 4. Click [OK]. STEP 1 DESIGNING A SIMPLE QUESTIONNAIRE Add a Title In the area marked Click here for text, type Satisfaction Survey to enter a title for the survey. The default style is Arial 20 point and it is positioned to the left of the screen. To customize the title to the desired features, select the title (it will change to black). Page 5

9 The position of the text is changed by selecting Alignment and Center on the menu toolbar. Please note that if you have several pages in your survey, this Title will appear as a heading in each page of the questionnaire. To customize the font size, font type and color; select Font from the menu and then the desired font features. Once done formatting the text, press [Enter]. See page 22 to learn how to add an image to the title. Add a Sub Title Once the [Enter] key is pressed, the next area will appear in this case the Sub Title. The default setting for the Sub Title is Arial 16 point and it is also positioned to the left of the screen. Follow the prior steps used for the Title to change the look and position of the Subtitle in the survey. Type Lehman College Dining Hall. Now follow the same steps above to format and align the title to the center. Press [Enter] when you have set up your sub-title. Notice that by default a Single Choice question is started. Continue reading on page 7 to change this question to be an instruction. Page 6

10 Add an Instruction To create an instruction for the survey, click the drop down box on the upper left of the screen and change to Instruction. Type Please help us improve the services we provide to you by answering the following questions. Press [Enter]. Add a Multi Choice question By default, the first question in the survey is a Single Choice question. In the area marked Click here for text, type: Which of the following items did you order today? Press [Tab]. In the area marked as Code Label, type 4 food choices (e.g., Pizza, Hamburger, Salad, Ice Cream, etc.). Change the response from Single Choice to Multiple Choice in the top left drop down menu the menu to allow respondents to select more than one option. In the second menu select Response and then select the radio button labeled Multiple. Press [Enter] when done, question 2 is started at this point Page 7

11 Add an Other option 1. Once the Enter key is pressed, a new question is created that is similar to the previous one. In this case, another Multi-choice question is created. To add the option Other in the food choices entered above, choose Other in the drop down menu. Once this is done, question 2 will move back to question 1. Type the following: Other, please specify:. 2. Once the Other choice has been added to the first question, the size of the box for the response can be changed by selecting Boxes and changing the desired percentage, for this question example change the percentage from 100 to 25. This will make the box smaller. 3. Once the text for the option Other is typed and the box has been resized, press the [Enter] key to create a new question. Page 8

12 Add a Grid question 1. In top-left drop down box, choose Grid First. 2. In the area marked Click here for text, type How satisfied were you with the following today? Press the [Tab] key to position the cursor in the next area (Code Label). 3. Once in the area marked as Code Label, enter the following 5 choices: Very Dissatisfied, Somewhat Dissatisfied, Neutral, Satisfied, and Very Satisfied. Make sure to press [Tab] after each entry. Note: Rating can be in reversed order too, from Very Satisfied to Very Dissatisfied; but for the purposes of this tutorial we started the rating with Very Dissatisfied since this question will be modified later on to a star rating feature (pgs ). 4. Press the [down arrow] on your keyboard to position the cursor in the area marked as Grid Label. Enter the following labels: Quality of food, Service, Price, Cleanliness of cafeteria, making sure to press [Tab] after each entry (see image below). Page 9

13 5. It is recommended to change the background of a label when having multiple lines to avoid eye strain. Select the line to which the background color will be changed (it will change to black when selected). 6. From the menu, choose Background, Answer Area, and the desired color for the background. 7. Click to save. Add a Single Choice question 1. Click [Enter] to create a new question. By default the question is created as a Single Choice question. In the area marked Click here for text, type: How many days do you eat at the Lehman College Dining Hall in an average week? In the area marked as Code Label, type the following five choices, click [Tab] after each entry: One, Two, Three, Four, Five, I eat at the Dining Hall infrequently. Press [Enter] when done. Question 4 is started at this point. Note: If you would like to change the list of responses from a single column into multiple columns, select the question (it will turn to black) and then Columns and change the number from 1 to 3 (see image). 2. Click to save. Page 10

14 Add an Open Ended question 1. After the previous question has been saved, start the new question. By default the next question is created as a Single Choice question. Use the top-left drop-down button and select Open Ended. This will allow the respondent to enter free format text as a reply. Type Do you have any other comments or suggestions? 2. The default capacity for this box is 69 characters and it appears as a single line. If this is not enough space, it is easy to increase/decrease the amount of characters to be entered by the respondent. Make sure that Q4 is selected, then alter the size on the toolbar formatting option by selecting Boxes, under Size, select Fixed and then increase/decrease the box to the desired size on your questionnaire. Be aware that spaces count as characters when selecting the number. Press [Enter] when done formatting the box. A new feature included in Snap 11 is increasing or decreasing the size of the box according to your survey needs. This can be accomplished by selecting Scaled and changing the percentage and the number of rows. 3. Click to save. Page 11

15 Selecting a question from the Reference reference library Library Snap contains frequently used questions (called SurveyPaks) that can be copied directly to a Snap survey, This saves time by avoiding the need to specify the question from scratch (the question can still be edited within the survey). SurveyPaks can be easily accessed from the Reference window. Open the Reference window by clicking on the button of the main program toolbar or File > Reference. 1. Select Window > Tile so that the two windows are arranged side by side (see image below.) 2. Double-click on the Personal Demographics category in the snreference 2009 SurveyPak. Doubleclick the Age topic to display a number of age related questions. Highlight the first age question Age of respondent. The text of the question and the codes are displayed in the bottom part of the window. 3. Drag the Age question from the SurveyPak into the questionnaire. With the pointer hovering over the Age question, press and hold the left button, and as you move it, the pointer will change to. Keep the left button pressed and drag the question from the Reference window on the left to the Questionnaire window on the right. Page 12

16 4. When you release the mouse button, the new question is dropped in the position indicated and it will adopt the same look and feel as all the existing questions in your survey. Wherever you place the question, it is now part of your questionnaire. You can make changes to the text or add, edit or delete codes in the list. Snap will allocate a sequential question number to your new question based where you have placed it. 5. To move your Age question, click anywhere on the question. A green border appears around the question. You can use the [Ctrl] + [up arrow] or [Ctrl] + [down arrow] to move the question. Snap will automatically renumber the question as you move it. Move the Age question until it appears as Q3, then move back so that it appears as Q5. 6. The Age question is currently shown with radio buttons. To change this to a drop-down list, highlight the Age question so that a green box appears for editing. Access the first list on the toolbar currently showing Multi Choice and select Drop down. If this is not visible, select More Styles to see more alternatives on the Style Picker list. Select the Drop down style and then click [OK] to close the Style Picker. 7. Make the Questionnaire Design Mode full screen. 8. Click to save. * Add Add routing/skip routing/skip instructions instructions Routing rules allow you to specify conditions for asking or omitting question. Often you do not want to ask respondents every question in the questionnaire. It is quite typical to only ask questions based on replies to other questions. To do this, you need to examine your questionnaire to determine where the condition will be set up within the survey. Page 13

17 Types of routing/skip instructions There are three types of routing rules that can be used in a Snap questionnaire: Conditionally Ask Question, Goto on Answer, and Goto After Question. A rule can either be added at the beginning of a question, within a question code or at the end of a question. Conditionally Ask Question: This type of routing rule will display only when the respondent selects the condition you set up in the questionnaire. See example in pages 14 to 17. Goto on Answer: This type of routing rule allows you to skip several questions if the respondent selects the condition you set up in the questionnaire. See example in pages 19 to 20. Goto After Question: This type of routing rule will display the next question in the questionnaire in a separate page when the respondent selects the set up condition; skipping for example, from Question 2 to the last question (if that is the set up condition). We did not create this type or routing rule in this tutorial as it is self-explanatory. However, we encourage you to create one on your own so you become familiar with this type of routing rule. Creating a Conditionally Ask Question In this tutorial we ll create a Conditionally Ask Question routing rule after Q2. This question will be asked only to those persons who rated the restaurant as Somewhat Dissatisfied or Very Dissatisfied in terms of Price in Q2. Anyone who replied Neutral, Satisfied or Very satisfied will not be asked the question. Page 14

18 To start creating the routing question that will display in response to the condition specified in page 14, some steps have to be done first. Follow the instructions below: 1. Create a new question: Make sure Q2 is selected -the background will change to black when the question is selected-, and click [Enter] or follow the method of your preference to create a new question. This new question becomes Q3. Change the format of this question to Open Ended first before entering any text. Once done, in the area marked Click here for text, type What would you expect to pay? Change the size of the box by selecting Boxes from the menu and changing the percentage from 100 to Setting up the response: By default, open-ended questions have a response type of literal. This means that any characters can be entered in the box. However, for this question we need to enter numbers in order to be able to perform calculations on the result. Click to display the Variable Properties for Q3 alternatively, right clicking on Q3 to open the context menu and selecting Variable Properties achieves the same result. Once this is done, change the response from Literal to Quantity and, in the Source Pattern field select Currency. Snap will now recognize not only a number, it will also accept a currency character such as $ or. 3. Click [OK] to return to the questionnaire. Page 15

19 You are now ready to create the routing rules for the new question that has become Q3. Follow the steps below: 1. With the cursor on Q3, right-click the mouse and select Routing Rules from the context menu. Alternatively, click the button on the Questionnaire Design toolbar. The Routing Rules for Q3 dialog box will now appear. 2. Click [Add] to create a new routing rule. 3. Make sure Conditionally Ask Question is selected from the Type box and click [OK]. This means that the question will only be seen if the conditions you set are met. 4. The Rule Details dialog box appears. The cursor is located in the If box. Type Q2c=(1,2). This means that the question will be shown if the answer to Q2c (price rating, the third item of Q2) is code 1 or 2 (Very dissatisfied or Somewhat dissatisfied). Click [OK]. Page 16

20 5. A small arrow appears to the left of the question indicating that a routing rule was implemented at this question. You can double-click the arrow if you want to open the Rule Details dialog box again. The routing question has been created and it will behave as it was set up in the steps above. 6. Make sure your question is labeled Q3. If your question is in a different location on your questionnaire, select it and drag it so it appears below Q2 and it becomes the new Q3. 7. Click to save. Q3 will now display only when respondents select the set up condition: Hiding question Names and Adding adding Page Breaks Since a routing question was added to the questionnaire, it is helpful to remove the question numbers from the questionnaire so that respondents do not get confused when answering the survey. In Snap question numbers are referred to as question names. At this point, when answering the questionnaire respondents will not see Q3 displayed in the browser. Page 17

21 To alleviate this problem, we will do two steps: 1) hiding the question names and 2) adding page breaks. 1 Hiding question names 1. Select all the questions in the questionnaire (all questions will turn black). From the menu, in the second drop down box select Show. In the third drop down box, choose Name, and uncheck the Show box. This will remove all question names (numbers to the left of each question) from Q1 to Q6 in the questionnaire. The question names are hidden now from the questionnaire. Page 18

22 2 Inserting page brakes For Conditionally Ask Questions like the one we created, it is not necessary to add page brakes because the question will display automatically once respondents select the condition for that question. However, page brakes are recommended when using Goto on Answer and Goto After Question routing rules because questions using this type of routing rules display in a separate page by default. 1) Create a Goto on Answer rule To show this, let s first create another routing rule. For the purpose of this tutorial, we ll create a Goto on Answer routing rule that skips only one question. Please note that Goto on Answer questions are good to implement when several questions are to be skipped. They are also easier to implement in questions that require Yes or No responses. For the purpose of this tutorial, the question we are using has several response options and the routing rule has to be implemented in several responses to skip to the next question. a) Create a new question: Make sure Q4 ( How many days do you eat at the Lehman College Dining Hall in an average week? ) is selected -the background will change to black when the question is selected-, and click [Enter] or follow the method of your preference to create a new question. b) The new created question takes the format as the previous question (in this case Q4 is a single question, therefore Q5 is created as another single question) therefore in this case we do not need to change anything. Type Would you recommend us to others? In the area marked as Code Label, type Yes, press the tab key and type No as a second option. c) Once the question has been created, the new question number displays despite the fact that we had already hid them. Follow the steps on page 18 to hide the question name (Q5). d) Now set up the routing rule: After you created Q5, we ll set up the routing condition at Q4. Select Q4 (it will change to black). Right-click the mouse and select Routing Rules from the context menu. Alternatively, click the button on the Questionnaire Design toolbar. The Routing Rules for Q4 dialog box will now appear. Page 19

23 e) Click [Add] to create a new routing rule. Make sure Goto On Answer is selected from the Type box and Answer 6 (Six) from the On box is selected. Click [OK]. The Routing Rules for Q4 dialog box will display in full. In the Rule Details section, select Q6 (Do you have any other comments or suggestions?) located in the On unit. This means that respondents who select Answer 6 at Q4, will be taken to Q6 skipping Q5. Page 20

24 This time there won t be a small arrow indicating this is a routing question like in the Conditionally Ask Question created before (see pages 14 to 17). To verify that the routing rule is in place, right click on Q4 and select Routing Rules from the context menu. Alternatively, click the button on the Questionnaire Design toolbar. The Routing Rules for Q4 dialog box will now appear. 2) Insert the Page Brake Now that the routing rule was implemented at Q4, it is time to insert the Page Brake. f) Right click on Q5 to open the context menu and select Break and then Page Break alternatively pressing [Ctrl] + [Shift] + [B] will insert a page break above this question. Another option is to choose Break in the second drop-down menu at the top of the screen and check the Page Break box. This will create a Page Brake above Q5. To create a page brake below Q5, select Q6 and repeat the prior steps. You will have page brakes above and below Q5 indicating that this question will open in its own page. Note: If the question name (Q5) is displaying, follow the steps on page 18 to hide it. 2. Click to save. Once the Page Breaks have been inserted, Q5 will display on its own page in the browser window when the respondent selects the response that was set up in the previous steps. Page 21

25 Add a logo to to the the title title 1. Select the Title field showing Satisfaction Survey. When you ve selected it, a green border will appear around it. If you followed the earlier steps (pgs. 5, 6), the title name is Satisfaction Survey. 2. Select Background in the toolbar topic dropdown list and click the [Picture] button. The Picture dialog will open, allowing you to select an image to insert, and choose its position. 3. Click the [Browse] button. The folder Snap 11\Images\ opens by default. Change to the sub-folder Snap 11\Images\Icons. Select the file tick_icon.gif and click [Open]. 4. The Picture dialog box displays the image chosen. Select the Horizontal Alignment drop-down list and change it to Left. This inserts the picture at the left-hand end of the title text. Select Centre in Vertical Alignment to center the image vertically in the title line. You may wish to alter the color of the image by using Colourize Gif and selecting the color of your choice. For this tutorial, we ll select the red color. Page 22

26 5. When you ve made your changes, click [OK] to return to the Questionnaire. The Design Mode window is showing now the logo added to the title of the survey. The logo is larger than the space for the title text, so it may appear cropped when you do this. Don t worry, when you publish the survey as a web page, it will appear normally. This is how the inserted logo looks like as displayed by the browser. 6. Click to save the changes to the questionnaire. Note: You can also use a customized single image as the main heading for the survey (see images in the next couple of pages). If you need assistance using a customized image for your questionnaire, please contact the Office of Assessment and Planning at ext Page 23

27 Example of a customized logo with a Lehman College Theme used instead of a title: Here s how the customized logo looks like in the survey as displayed in the browser: The dimensions for the heading using the Lehman College theme are 978Wx267h for the Snap 11 Version 11.05, sizing changes in Version Dimensions also vary for Snap 10 Users. If interested in using the Lehman College themes, please contact the Office of Assessment and Planning at ext for assistance. Note: To add a background color and/or a background image to the questionnaire, go to pages of this guide. Page 24

28 Here s another example of a customized logo with another Lehman College Theme used instead of a title: Here s how the above customized logo looks like in the survey as displayed in the browser: As mentioned before, if interested in using the Lehman College themes, please contact the Office of Assessment and Planning at ext Page 25

29 Add Interactive Questions Snap has features that make surveys more engaging to respondents when they are presented in a colorful and interactive way. For the purpose of this tutorial we ll add some interactive questions and modify some of the previous items that we created. Single question turned into an interactive question 1. Place the pointer at the last question of the questionnaire and press [Enter]. Select Single Choice to start creating a single choice question. In the Click here for text section of the question, type: What is your gender? Press the [down arrow] on the keyboard to place the pointer in the first response and type Male. Press [tab] to move the pointer to the next response and type Female. Note: You can also use the Reference window to copy the gender question from the menu (Reference>Personal Demographics>Gender>Drag Respondent gender, see page 12 of this guide for instructions, otherwise follow the instructions below). 2. Make sure the question is selected the question has a black background when selected. From the menu, in the second drop down box select Show. In the third drop down box, choose As Map Control, and check the Show box for the Map control button to display. Page 26

30 3. Click Load map control under the File menu to display the Open box containing a list of options. Select Gender.isf. Click Open to display the Map Control Editor. 4. In the Map control editor menu, select an image and click the Colour filter button to change the background color of the image. Select blue color for the Male option and pink color for the Female option. The selected colors will display when the respondent hovers the pointer above each image while the default color will remain black. Click the Preview tab to see how the image will behave. 5. Click [Ok] to return to the questionnaire. The Single question has turned into an interactive question. At this point, the images are black (see image below) but when the questionnaire is published, the selected colors will display once the respondent selects an option. Note: If the question name (Q8) is displaying, follow the steps on page 18 to hide it. 6. Click to save the changes to the questionnaire. Page 27

31 For the purpose of this tutorial, let s turn another question from our questionnaire into an interactive question. Grid question turned into an interactive question 1. Select Q2, it will turn black when selected. From the menu, in the second drop down box select Show. In the third drop down box, choose As Map Control, and check the Show box for the Map control button to display. 2. Click Load map control under the File menu to display the Open box containing a list of options. Snap offers selections of 5 stars and 10 stars in different sizes. Since we have previously creating routing rules for this question, the best option to select in this case it the 5 stars option. Select 5Stars-Medium.isf. Click [Open] to display the Map Control Editor and then click [OK]. Page 28

32 3. At this point the stars previously selected appear far from its correspondent label, and the space between the question and the first label is uneven (the label is closer to the question). To alleviate this problem we need to change certain spacing percentages (or pixels) to make this question more appealing to the eye. This is a good opportunity to review how Snap handles the spaces between questions (text) and response options (labels). As you can see in the image below, there are other spaces that are invisible to the naked eye but occupy a space on the screen. Code Offset and Code Verge are examples, as illustrated below For the interactive question we just created, we need to: 1) add more space between the question (text) and the first response (first label), and 2) move the stars (box area) closer to their correspondent label, as indicated below. 4. To add more space between the question (text) and the first response (first label), make sure the question is selected the question turns black when selected. From the menu, in the second drop down box select Margins. In the third drop down box select Text. Once the Margins menu displays increase the pixels of the Bottom option from 1px to 15px. Page 29

33 5. To move the stars (box area) closer to their correspondent label, do the following: From the menu, in the second drop down box select Tabs. In the third drop down box select Code Verge. Change the desired percentage, in this case to 50% or 70%. The question should now have the necessary spacing to display properly on the browser. In the Snap software, it looks like this: In the browser, it is displayed like this: 7. Click to save the changes to the questionnaire. Page 30

34 Inserting Slide Controls Slider controls can be implemented in Single Questions as well as Grid Questions. For the purpose of this tutorial we ll create a new single question at the end of the questionnaire (Q9). 1. Place the pointer at the last question of the questionnaire, in this case Q8 and press the [Enter] key to create a new question. Since Q8 is a Single Choice question the new question will take the same format, therefore you do not need to change it to Single Choice anymore. In the area marked Click here for text, type: Please rate your general satisfaction with the Lehman College Dining Hall. Press [Tab] to position the pointer in the area marked as Code Label, type the following response options starting with the least popular option: Not at all satisfied, Slightly satisfied, Moderately satisfied, Very satisfied, and Extremely satisfied. 2. Select Show in the toolbar topics, then select As Slider Control in the drop-down list, and check the Show box to make the Slider control box available. Click Slider control to open the Slider Control Wizard dialog box. Note: If the question name (Q9) is displaying, follow the steps on page 18 to hide it. Page 31

35 3. The Slider Control wizard dialog box opens and, along with it the Slider Control Preview box. The existing Slider Control templates will be displayed. Scroll down to find a slider control of your preference. For the purpose of this tutorial, click the Browse button and select the template HorzDarkBar.sld. Once selected, a preview of the template can be tested in the Slider Control Preview dialog box. Click the Advanced button to start modifying the selected template. 4. Once the Advanced button is clicked, the selected template will display along with its correspondent grading label. The default color for each of the images is gray. Click the button with an ellipsis next to the first image to open the Insert Image box. Page 32

36 5. In the Insert Image box, click Colourize picture button and select Red for the first image previously labeled as Horrible. Click [OK] when done. 6. For the second image, click the button with an ellipsis again and repeat the same process for the other images selecting the color of your desire. For the purpose of this tutorial, we selected the following colors: Orange, Gold, Lime, and Bright Green. 7. Click Finish 8. Click to save the changes to the questionnaire. Allow respondents to upload certain files as part of the interview Unlike Snap 10, Snap 11 has a new feature that allows respondents to upload documents into the survey. Some types of documents respondents can upload include images, audio, videos, and documents of any type e.g.: docs, excel, pdf, etc. Note: Each file must be less than 10MB in size (be aware that most video files exceed this limit). For the purpose of this tutorial, we will create a question asking respondents to upload a picture (Q10). 1. Place the pointer at the last question of the questionnaire, in this case Q9 and press the [Enter] key to create a new question. As mentioned previously, newly created questions take the same format as the previous question once the Enter key is pressed. Although the last question (Q9) was modified from a Page 33

37 Single Choice question to a Control Slider question, it has the same features as a Single Choice question. Since the new Q10 question is a Single Choice question, change it to be an Open Ended question. In the area marked Click here for text, type: Do you have a picture taken at Lehman College Dining Hall? If you d like to share it with us so we put it in our Wall of fame, click the upload icon to the left of the box to start uploading your picture. 2. Select Show in the toolbar topics, and then select Data Picker in the third drop-down box. Make sure the Show button is checked for the Attach file to display. Check also the Attach file feature to enable respondents to upload any requested documents directly from their computers. The upload icon will display to the left of the open ended box. You can change the size of the icon and give it another color but you cannot change the image unless you have a custom made image for this purpose. Change the size of the icon to Large and select Red to change the color. Note: If the question name (Q10) is displaying, follow the steps on page 18 to hide it. 3. Since the box in the open ended question occupies the whole screen, follow the steps at page 11 of this guide to resize the box to 25%. Page 34

38 4. The purpose of having selected an open ended question using the Attach It feature is to allow Snap to provide a unique identifier that relates the uploaded document to the question. Respondents cannot type in this box. This is what respondents see when uploading a file. As you can see, it is referencing in this case Q10 of our questionnaire. Respondents have the option to remove the document by clicking the Clear button and selecting another file. Once respondents uploaded the requested file, the unique ID will appear in the response field. To verify that this feature is working properly, you will need to upload the questionnaire into the Lehman College designated server and make the questionnaire live (see pages45 to 48). It does not work when publishing the questionnaire (pages 37-44). Note: If you receive the following message when uploading a document, please contact Fan Lin at fan.lin@lehman.cuny.edu or at extension 1155 and let him know that the Attach it feature of Snap is not working. 5. Hide any question names that appeared when creating the last 3 interactive questions (see page 18). 6. Click to save the changes to the questionnaire. Page 35

39 For more information about the Attach It feature and about how to download attachments from the server; please visit: Below are some live surveys you can view/respond, to give you an idea of what other interactive features you can use when creating surveys with the Snap Surveys software: Undergraduate Applicants Survey: Course Evaluation Survey: You can view examples of other live sample surveys Snap Surveys posted in the following webpage: NOTE: If you need assistance about any other interactive features in Snap, please refer to pages 1 and 2 of this manual about how to get help. Page 36

40 STEP 2 PUBLISHING THE QUESTIONNAIRE Three Step process: I. Publish questionnaire II. Upload to server III. Make available Step I Publish Survey At this point you have been clicking to save the questionnaire throughout. However, all the files associated with the survey will be put together in a compressed folder once it is published. As mentioned previously (page 4), in Snap Publish means displaying the questionnaire in the browser (for preview only). During the Publish stage the survey is not ready for distribution yet; it will be available for distribution once the survey is uploaded to the server (Step II, page 45). 1. Select File then Publish to display the Publish Questionnaire dialog box. This dialog box will allow you to specify exactly how your survey will be published. 2. OUTPUT > OUTPUT SETTINGS FIELDS: In the left-hand column headed Section, the Output option is selected by default displaying the Output Settings. We are going to review some of the options in this section that will optimize your questionnaire. Throughout this tutorial we have emphasized the importance of knowing where your survey is being saved. Before going further make sure the path leads to the correct folder. In this section of the tutorial, we are using the path to the folder we have previously named as DiningHallSurvey at the Desktop (pages 3-4). Page 37

41 In the field marked Access Name, as mentioned above (pg. 4, step 2: Naming a questionnaire) the name entered in the Survey field displays in this section. Recall we used the name: Quick-Survey_Fall2014. Snap changed the dash into an underscore and uppercases to lower cases (remember that spaces are dropped and underscores are used instead by Snap). A compressed folder with all the files associated with the questionnaire (images, MDF file, etc.) will be named using the information in this field (see page 5). That is why the importance of naming questionnaires in Snap must be carefully considered. This will also prove helpful when uploading questionnaires into the Lehman College designated server for Snap Surveys (pg. 45). Select Publish with Preview as the Output Method. The Preview will open a new window and display your survey as it would appear in a web browser immediately after it has been published (Internet Explorer is used as the default). Use this previewed survey to test your web survey prior to placing in on the web server. The Output Path should be set to identify the folder where you wish Snap to place the published survey and associated images. 3. REPLIES > REPLIES SETTINGS FIELDS: In the Replies settings of the Replies section, under Responses, make sure the Save responses on server box is checked. This stores the completed survey responses on the Snap Webhost server. You can download them to your PC or (other PCS to analyze them, as well as to view uploaded analyses on the server. Page 38

42 You can also enter an address in the Web Page option of the After Submitting field. Respondents will be taken to this address when they submit the survey. You can also select Close browser if you prefer. The two fields analyzed must be reviewed promptly as the Publish Questionnaire dialog box opens. There are other features in the Section field that are helpful to optimize your questionnaire. For the simple survey we created, we will analyze a couple of them in the next pages in no particular order. 4. PAGE > PAGE SETTINGS FIELDS: The Page settings field of the Page option determines the size of the questionnaire s page to be displayed in the monitor of your computer. As you can see in the Page Size section, it is already set up to fit most screens (1024w X 842h). Also, the Fit to Window is selected by default. Every user s window screen is different; therefore it is recommended to not changing any of these settings as it might affect the way the survey will display in the user s window. Page 39

43 BACKGROUND COLOR: In the Page Style option, you can change the background color of your questionnaire. The white color is selected by default. To change the color, select Colour (British language) and then selecting the color of your preference. The selected color will be displayed in the square above the Colour button. Be wise when selecting a color as some colors display differently in the screen and might make it hard to read the questionnaire. See image below: Page 40

44 BACKGROUND IMAGE: In the Page Style option you can also add a background image to the questionnaire. We showed some sample questionnaires using a customized image as a logo (pgs ) using the Lehman College theme. For the purpose of this tutorial, we will show you how to use the image to the left of this paragraph which we customized to complete the college s theme and to give continuity to the image used as the title in the previous examples. To add/change the image background, select Picture > Browse. The Open window displays the path C:Program Files\Snap 11\Images by default. A folder can be created in this same path and images added to it. Click Picture to open the Picture box, and click Browse to display the Open box. Select the folder of your preference where the image to be used is contained or create a new folder and paste the image you will use in that folder and then select it and click Open. In the Picture box select Left and Tile under Horizontal Alignment, and then Top and Fixed under Vertical Alignment. Click OK. You will be able to see how the background image looks when the questionnaire is published (page 44). Note: These settings are for the image to the left only, for others it may vary. Here s another customized image to the left using the Lehman College s theme. See the results in the next page. The dimensions for this particular background image and the one above are 100px wide by 279px high for Snap 11. Dimensions vary slightly for Snap 10. If you need assistance with this, please contact the Office of Assessment and Planning at ext Page 41

45 Please contact the Office of Assessment and Planning if you need assistance with the images having the Lehman College theme at ext MARGIN > MARGINS SETTINGS FIELDS: The Margins settings of the Margins section determines the space that exists in the edges to the left, right, top, and bottom of the questionnaire. It is not necessary to change any of these numbers as it is defaulted to fit most screen sizes. If you change the settings, we recommend testing to see how it is displayed in different browsers to verify that it does display the same in all of them. If you decide to alter the margin size, just select the up and down button to the right of each margin setting. The Layout section of the Margins settings allows you to select the number of columns to display in the questionnaire. Beware that changing this setting will affect the entire questionnaire. Page 42

46 6. BUTTONS > BUTTONS SETTINGS FIELDS: The Button settings contains the buttons to be clicked at the bottom of the page by the respondent. It is defaulted to a particular style of buttons. The Back button (first option on the Button menu) is selected by default and it is displayed at the Appearance field. Make sure the Use in survey box is checked and click Select Image to view more images and select the style you prefer. Since the Back button is selected by default, the Select Image box displays other styles for this button. Select the button style you prefer, and then open the Colourize menu to change the button color. Click [Ok] to return to the Buttons settings field. Please note that if a button is changed, it is suggested to change the rest of the buttons to have the same style as the one chosen. Make sure the Set all to the same design is checked to have all the buttons (Reset Page, Next, Submit) displaying the same style and color as the settings selected for the Back button. Page 43

47 7. LAYOUT > LAYOUT SETTINGS FIELDS: The Layout Settings of the Layout section contain other appealing features to use in the questionnaire. Make sure the Use the first title as the main tile on all pages is checked to make the title (or customized image used as title) displays in all pages of the questionnaire. Under the Other Compents section, there are several tools that can be used in the questionnaire. Select the tool to be used and make sure the Use in survey box is checked. If you want to use an image, make sure the Use image box is also checked otherwise it will display a gray default image depending on the tool you are selecting. Some fields are self-explanatory like changing the color (Colour field) or the tool alignment (Alignment field). Take a look at each of the tools and manipulate them at your desire to see the results. REMOVING THE SNAP LOGO: Snap is proprietary software therefore it displays their company logo to the right of the screen of each questionnaire by default. The logo can be easily removed by unselecting Use in survey and the Use Image boxes. 8. Once the [Publish] button is clicked, two things happen: 1) The questionnaire displays in the default browser (usually Internet Explorer) for your preview. Note: The previewer uses Port 80, if you have trouble publishing your survey, please contact the IT help desk support at ext and request them to send a technician to open the port at your computer. 2) Also, Snap will create a zip file containing all the necessary files for your Snap WebHost survey in the folder you specified as seen in pgs. 5 and 23. Make sure to verify the path where this folder is saved to upload it later on to the Snap Webhost server. The next step is to upload the survey to the Snap WebHost server so that it is accessible by respondents. See Step II: Upload to server in the following pages. Page 44

48 Step II - Upload the published survey to Lehman College s server To login to the Lehman College s designated server for Snap, you must use the credentials provided to you as specified in page 1 of this guide. Follow the instructions below to login to the Lehman College s designated server for Snap surveys. 1. Log into the Snap server at Enter your credentials: Enter your username Enter your password When you have logged in successfully, the Surveys tab displays a list of the surveys uploaded in your account. The list is sorted out alphabetically by name. It is at this point when naming questionnaires becomes important (see page 5) especially when having a long list of surveys see image below. In a Higher Education environment, surveys are repeated every semester/year; therefore it is wise to name each questionnaire to something that identifies its content. Page 45

49 2. To start uploading a questionnaire into the Lehman College s designated server, select Upload a new survey to display the Upload New Survey dialog box. 3. Browse your PC/laptop to find the Quick-Survey_Fall2014 file for the survey we created in the Path specified for the saved file when the survey was published (see pgs. 37, 38 Output Settings Field). Locate the compressed folder that includes all the associated files for the questionnaire and click the [Upload Archive] button to upload the compressed folder from your PC to the Lehman College s designated server for Snap. 4. When you have logged in successfully, a list of surveys in your account if any will show in the Surveys tab of the server. The list of surveys is updated for the current user account, showing the survey quick_survey_fall Click the survey name (quick_survey_fall2014) to display the details of the survey. 6. The Summary Tab is the first tab that displays for the current survey. The features of the Summary Tab will be explained in detail in the next couple of pages. Page 46

50 Step III - Make the Questionnaire Available 1. As mentioned in the previous page, the Summary Tab is initially displayed. Switch to the Setup tab immediately. The reason is to make the survey secure which at this point it is not (http). Secure sites (https) provide an encrypted URL which protects questionnaires from eavesdropping and tampering with and/or being forged by any third party. 2. There are several options in the setup tab. In the Responses section, the Save responses option is selected by default since this option allows to save the responses automatically in the server. However, another important option that must be also checked is the Secure Survey box. Make sure to check the Secure Survey box, which will change the past to https. If you want to start and finish the survey on preset dates, enter these on the Project Start Date and Project End Date fields and click [Save]. Note: Dates are in European style (dd/mm/yyyy), so be careful how you enter them. Enter your name and address in the from name and the from address fields. Page 47

51 Select the time zone: Enter your name in the Contact information fields. Click the button when complete and switch back to the Summary tab. 3. In the Summary tab, you start the survey by clicking Start questionnaire now on the right side of the screen. The date the survey is available to respondents displays in the Started section to the left of the screen. The Status shows if the questionnaire is still open or if it has been closed. 4. Once the survey has started, provide respondents with the survey URL given in the field "URL will be (once the survey is started this phrase changes to "URL, the Reload questionnaire link changes to Pause questionnaire, and the Start questionnaire now link changes to Stop questionnaire ). Survey links can also be shared in some popular social sites like Twitter, Facebook and Linkedin. When a respondent clicks on the URL, the survey starts. Once the respondent clicks the [Submit] button at the end of the survey, the data is sent to the Snap WebHost server and stored in a file for later download. We will review this process in the next pages. 5. TIME TO TEST THE CREATED QUESTIONNAIRE: Answer the survey by copying/pasting the link into a browser. As you do so, answer Somewhat dissatisfied or Very dissatisfied relative to the Price question. Repeat this process, this time answering Very satisfied to the Price question. Make sure to test the questionnaire at least 5 times using different responses each time to analyze them in the next couple of pages. 6. Click on the link when ready to download responses and analyze survey. Page 48

52 STEP 3 COLLECTING AND ANALYZING RESULTS Collecting Results Once you've created your questionnaire, published it, made it available, and tested it; you are ready to analyze the replies. The responses have been stored on the Snap Webhost server. You can either view analyses directly on Snap Webhost or download them to your PC for analysis. Option I Analyzing results at your PC 1. Login to the Lehman College s Snap WebHost server (page 40). In the Surveys section click on the survey link Quick-Survey_Fall2014 to open the Summary tab of the survey. 2. Once the survey opens in the Summary tab, verify that the survey has been stopped. If not, click the on the link to stop the questionnaire before downloading any responses. 3. In the Respondents section, the option Completes displays the number of respondent cases. Initially, the number zero indicates there are no respondent cases to be downloaded. This number changes as soon as there are respondent cases to be downloaded. 4. Click on the Download Completes link. 5. A dialog box appears requesting confirmation. Click the link. 6. A Save As dialog box appears for you to identify the location of the file to download. Save the file. (It is a good idea to have a standard folder into which you download response data for each survey). Note that, by default, the file will be saved under the name of the survey and the time/date of the download. 7. If not already open, in the desktop copy of Snap Professional open the quick survey. 8. Open the Data Entry window for the survey and choose File Import. The Data Import dialog appears. 9. Set the Format to be MAIL format from text files. 10. Set the Folder to be the same folder as specified when you downloaded the data from Snap WebHost. Page 49

53 11. Click [OK] to import the responses. Analyze the entire questionnaire A helpful feature of Snap is the ability to display the results of a survey in the questionnaire itself. This is a clear and easy way of viewing a top-level summary of the survey, and can easily be printed. You can create more detailed analyses in the form of tables, charts, image maps and lists. If Quick is not already open, click the button on the main toolbar to open the Survey Overview Window. Select the Quick survey and double-click on the mouse. The Survey Details dialog will appear. Click [OK] to open the survey and display the Questionnaire - Design Mode window. If it does not, click the button on the main toolbar. 1. Click the button in the Questionnaire window to switch to Questionnaire - Data View Mode. 2. Click the button next to Case Data, and check the Counts and Percentage boxes. The percentage of respondents giving each answer will be shown. For example, 33.3% of respondents were satisfied with the Price. Page 50

54 Analyze a single question Frequency tables are the quickest and easiest method of tabulating single questions. You can produce them in Snap just by specifying the name of the question or questions. You can then use Snap to calculate percentages in tables, filter results to look at subsets of data and apply scores to results. 1. Click [Analyze Table] on the main Snap toolbar to create a results table. The Analysis Definition dialog box will appear. 2. In the Analysis field, type Q4. The drop-down list for the Calculate field should show Counts and Percents. 3. In the Style field, use the to select a style for the appearance of the table. Choose Report Grey Shaded One Tone. 4. In the Show Options section, select Counts and Analysis Percents. Counts shows how many cases fall into each category and Base Percents shows all answers as a percentage of the base, i.e. total number of respondents. 5. Click [OK] to build the frequency table. Page 51

55 6. Save the table. The name of the saved table, How many days do you eat at the Lehman College Dining Hall? will appear in the table's Title. If the Questionnaire Design Mode window is still open, you will get a message asking you to close it before the table can be saved. Do not close the window containing this table, as it will be used in the instructions on the next few pages. (Click to retrieve saved table). Cross-tabulating a group of questions You can also cross-tabulate one question against other questions. For example, you could analyze the frequency of visits or the type of food ordered by age. This example drags the question response to be analyzed directly into the table from the Variables window (instead of using the definition). button to show the 1. Click the button to open the Variables window. You should now have two open windows: one containing a list of variables in the survey and another showing the table produced in the previous section. If the table is not open: o Click the button to open the Results window. o Double-click the table, or select it and click the button. 2. Arrange the two windows with the Variables window on the left and the table of Q6 on the right. 3. Check the list of variables to make sure that Q6 is showing. Page 52

56 4. Click and hold on Q6. As soon as you move the mouse, the cursor changes to. Drag Q4 into the box above the base figure. The cursor changes to Release the mouse to build the new table. to show you are adding a column. 5. To alter the table further, click to display the Analysis Definition dialog box. Snap supports Counts and any combination of the three percentages Analysis Percents, Break Percents or Base Percents. Select any of these in the Show Options section and click [OK]. You can now convert the cross-tabulation into a chart. Producing a Pie chart 1. Click to display the Analysis Definition dialog showing the definition of the table you ve just created. It has Q4 in the Analysis field and Q6 in the Break field. 2. In the Type field, select Chart rather than Table. 3. Choose Pie as the style from the drop-down list and click [OK]. A three-dimensional bar chart will be displayed. Page 53

57 4. The images can be modified clicking on the charts. Chart changes can also be made by right clicking anywhere in the chart dialog box. 5. Save the chart. Page 54

58 LINKING A SURVEY WITH A DATABASE Often we would like to link a survey with a database containing information that might be relevant to the survey, for example, a panel of students who ve signed up to take part in monthly surveys. We may also want to survey students who we already know something about. Linking your survey with a database eliminates the need to ask certain types of questions over and over again (e.g., age, gender, address, etc.) as this information is already in our database. In this section you will: Create a simple database using Excel. Modify the questionnaire created earlier, to include a login code. Link the survey to the database and create invitations for your panel Publish the questionnaire and upload it to Snap WebHost. Carry out the survey from Snap WebHost Create a panel Create a database with an Excel spreadsheet, containing 2 or 3 records with 2 fields an address that can be used as a Login ID and a mailing address that can be imported into the questionnaire, enabling the panel member to check it and update it as necessary. (Other fields such as Date of Birth, Gender, Major, etc could be included in such a database). For the purposes of this demo, we ve created the XLSX and named it as My Students.xlsx. When the panel member logs into the survey on Snap WebHost, the address they have used to log on is checked against the data from the My Student Panel database. If it is valid, they will see their mailing address in the Address field of the questionnaire. Add a login Id to the questionnaire 1. To add a login ID to the questionnaire, click on to display the Questionnaire Properties dialog box. Scroll down the options on the left to locate the Paradata section. Once selected, highlight the Respondent field and check the box marked Use in survey. Press [OK] to return to the questionnaire. Page 55

59 (If a dialog box should appear reporting that the questionnaire is locked, press [OK] to unlock the questionnaire and continue editing.) 2. The ID.name field will appear at the beginning of the questionnaire. 3. Select the ID.name field and using [Ctrl] + [Down Arrow], move it to just below the Sub Title field entitled Lehman College Dining Hall Survey 4. Although Snap gives a name to each variable, you do not need to show the name on the questionnaire. Highlight the ID.name field, and select the Show toolbar option. 5. Select Name in the next dropdown list and uncheck the Show box. The ID.name will be hidden, leaving the text for the login. 6. Change the default text to Please enter your address. 7. To add a question relating to the mailing address field in the Student Panel database, highlight the current the Instruction field and click to add a new question numbered Q1. Snap automatically renumbers all the existing questions from Q2 onwards. 8. From the toolbar list, change the question style from Single Choice to Open Ended and type in a question text of Is this your correct address? (If not, please update it below). Page 56

60 9. Click on Q2 and press [Ctrl] + [Shift] + [B] to insert a page break above this question. 10. Remove the question name and make the box smaller as described earlier. 11. Save your changes to the questionnaire If a dialog box should appear reporting that the questionnaire is locked, select [Yes] to unlock the questionnaire and continue editing. Link the survey to the student panel Now you've included both an ID field and a mailing address field, you can link the contents of the Student Panel database to fields within the Snap survey. 1. Click the Data Entry button on the main Snap toolbar to open the Data Entry window. 2. Select File Database link to open the Database Linkage dialog. 3. Click [New ] to start the Database Linkage Wizard. Page 57

61 4. Select Online Survey as the Linkage Type and press [Next>]. 5. Click on [Select Database File] to locate your xlsx My Student Database Panel. Once selected, click Open. 6. The Database Linkage Wizard reappears so you can specify the Table to use. It automatically chooses the most likely one (in this case, Students of the Excel spreadsheet). Once you've selected the correct details for your database, press [Next>] to continue. 7. Check the Identify respondent with manual or automatic login, Send invitations and reminders and Seed Database information into questionnaires. This will allow the login to Page 58

62 be recognized and the mailing address information for each address to populate the questionnaire. For the Login, select the right-hand drop-down and select the User ID in the database. For the purposes of this demonstration, no password is required. 8. Click [Next>] to see the invitation dialog. 9. Set the address field to Address (unique values) in the drop-down list if it has not been selected automatically. 10. Type the subject heading of your in the first box and type the message in the large box. Use the [Insert...] button to insert a Survey Location. This will be replaced with a link when the message is uploaded to Snap WebHost. Page 59

63 If you want to create a reminder to be sent to people who have not responded, click the Reminder tab and create a Reminder message in the same way. Note: You may also conceal the login information by providing each invitation with a unique URL. Please refer to SNAP Help for more information. 11. Press [Next>] to continue. 12. The final dialog box links the fields in the database to the fields in the questionnaire. On the left of the dialog box are the fields in the database. For the field marked Address, click on the equivalent box on the right and a drop-down list of Snap questionnaire fields will be displayed. Select Q1- Is this your correct address? and press [Next>]. 13. The task is complete once a unique name has been provided for this database link. Enter Panel of Respondents and press [Finish] to close the wizard. Page 60

64 14. With the task complete and the Database Linkage dialog box showing Panel of Respondents, press [Close] and then select the Questionnaire button in the main Snap toolbar to return to the questionnaire. 15. The final step is to select Questionnaire Properties icon and access the option from the left-hand list to select the Panel of Respondents as the Database link to be used for the survey. Pressing the [OK] button will return you to the Questionnaire Design Mode window. Page 61

65 Upload the survey to Snap WebHost Snap WebHost will provide each respondent with a login screen and display the full questionnaire when the respondent logs in. 1. Publish the survey as you did in Publishing the questionnaire (Page 8) 2. Log into your Snap WebHost account via the Snap website ( if you are not still logged in. 3. The survey list appears. 4. Because you have made changes to the number of variables in the survey, you should load the survey as a new survey. (If you had just made changes to how the survey looked, you could use the Reload option). Click Upload a new survey to open the Upload new survey dialog. 5. Browse for the zip file for the survey and then click Upload Archive to upload the new version of Quick survey from your PC to Snap WebHost. 6. When Snap WebHost has uploaded the survey, the Close dialog will appear and will confirm that the survey has been uploaded under the name snquick_1 (since you have already uploaded a survey called snquick). Page 62

66 7. The list of surveys will be updated. Test the survey login It is worth testing the survey to confirm that the login works as expected. 1. Click on the Summary tab for the survey. Note that 3 respondents have been uploaded. 2. Click on the Test URL for the survey. 3. The survey will start and display the login screen requesting an address. 4. Enter one of the addresses from the spreadsheet. When a valid address has been entered, the current mailing address appears. Page 63

67 5. From there all the other questions on the questionnaire will be displayed. Any data captured when testing the survey with the Test option will be kept in a separate data file from the file containing the replies from the respondents. Set up the survey and make it available 1. Select the Setup tab. The Responses options Enable respondent login and Allow multiple responses are available. This is because the respondents can now be identified so you can stop them completing the survey more than once. 2. Uncheck the Allow multiple responses box to limit each respondent to completing the survey once. 3. Add start and end dates if you wish to limit the duration of the survey. 4. Save your changes by clicking [Save]. 5. Go to the survey Summary tab and start the survey. Page 64

68 Exporting Data to Excel or other Data Analysis Software 1. Click on the Data Entry button to open the data entry window. 2. From the main toolbar select File Export. This will open the Data Export window. 3. Ensure the following settings are implemented: Format: When exporting into Excel, select either Comma separated (CSV), or Tab Separated (TSV) format. Destination: Choose File. Browse to select the destination of your file. Snap will generate a file name which is derived from the survey name Export: If all questions and responses are to be exported, leave the Filter and Content blank. Otherwise specify which questions you require for example if questions 1 to 5 need to be exported, the following would be typed into Content: Q1 to Q5. A Filter can also be applied (if necessary) e.g. for people aged under 18 Filter Q9=1 Export Options: Ensure Header row, Label row and code labels are ticked. Only Expand Multiples if you require multiple choice questions to be expanded into individual columns - that is one column per answer rather than one column per question. 4. Click OK for the data to be exported, then click DONE. Then open Excel 5. Browse to locate your saved file. Ensure the Files of type is set to All files to allow you to browse files with extensions other than.xlsx (Excel files). 6. Open up the file and view the data. Page 65

69 ADAPTIVE SURVEYS FOR TABLETS AND SMARTPHONES Snap allows creating surveys tailored to fit different screen sizes smartphones and tablets. To do this, you need to create a separate Snap Webhost edition for each screen size. Follow the steps below to create adaptive questionnaires for smartphones and tablets. SMARTPHONE EDITION 1. For the purpose of this guide, open the questionnaire created in the first pages of this guide: Quick- Survey_Fall2014. Right now the only edition in the questionnaire is the online version (fitted for PC screens). See the tab on the left bottom side of your screen. 2. To create a smartphone edition, click the Editions and Style Templates button from the menu to display the Editions and Style Templates dialog box. Click the New button to open the New Survey Edition dialog box. Page 66

70 3. The New Survey Edition will display. In the Publication Medium section, change the selection to Mobile and to Smartphone. Select Load Style to create the new edition for smartphones. Make sure Default Smarphone.qsf is selected. Click OK to go back to the Editions and Style Templates dialog box. 4. As you notice on the left hand side of the Editions and Style Templates, the Mobile:Smartphone edition was created. Click OK to return to the questionnaire in design mode. 5. In the questionnaire design mode window, a new tab has been created to accommodate the new edition for smartphones (see the left bottom of your screen). Page 67

71 6. There are also other noticeable changes in the smartphone edition: The questionnaire section becomes narrower and any formatting has been removed (e.g.: images, text formatting, background color, etc.). 7. Follow the learned steps to format text (p. 6), adding logo (pgs ), background color (pg. 40) and any other features you established for the Web edition. Have in mind that any images used previously must be created in smaller sizes to fit the smartphone edition (cell phone screen). 8. Click to save the questionnaire. TABLET EDITION 1. To create a tablet edition, click the Editions and Style Templates button from the menu to display the Editions and Style Templates dialog box. Click the New button to open the New Survey Edition dialog box. Page 68

72 2. The New Survey Edition will display. In the Publication Medium section, change the selection to Mobile and to Tablet. Select Load Style to create the new edition for tablets. Make sure Default Tablet.qsf is selected. Click OK to go back to the Editions and Style Templates dialog box. 3. The Mobile:Tablet edition is at the left hand side of the Editions and Style Templates. Click OK to return to the questionnaire in design mode. 4. In the questionnaire design mode window, a new tab has been created to accommodate the new edition for tablets (see the left bottom of your screen). Page 69

73 5. As you notice, in the edition for tablets the questionnaire occupies the entire screen and certain features like the buttons have been enlarged. Also, as it happened with the smartphone edition, any formatting has been removed (e.g.: images, text formatting, background color, etc.). 6. Follow the learned steps to format text (p. 6), adding logo (pgs ), background color (pg. 40) and any other features you established for the Web edition. Have in mind that images must be created in the appropriate sizes to fit the tablet edition. 7. Click to save the questionnaire. CREATE A SECOND WEBHOST EDITION In order to put all the files into a zip file, Snap needs a second Webhost edition. Follow the steps above to create the Webhost edition. Make sure that you select Web and Snap Webhost in the Publication Medium and Default Web.qsf in the Load Style option. Do all the required formatting to make it look as you wish. You must have 4 tabs now: 1) The original Snap Webhost Edition 2) The Smartphone Edition 3) The Tablet Edition 4) The Second Snap Webhost Edition Page 70

74 PUBLISH THE SURVEY EDITIONS To publish the questionnaire you have to be in the any of the two Web: Snap Webhost editions (the originalfirst tab, and the second edition you just created (pg. 70). If at this point you are in the smartphone or tablet edition, switch to any of the Web editions. 1. In the Edition section select Publish all Webhost editions together. 2. In the Output section, select Publish Without Preview in the Method section. 3. Make sure to verify the Path where your files are being saved. 4. Upload the zip folder to the Snap Webhost dedicated server for Lehman College (pgs ). Page 71