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Creating and managing a survey

  • Questionnaire design
  • Archive and Restore
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Create a survey for face-to-face, kiosk and online completion (WS: 112)

Set up a survey for face-to-face mobile interviewing, on kiosks, and for completion online, and bring all the results together for analysis.

Using geolocation in your surveys (WS: 111)

This worksheet describes how to add the respondent’s location to a Snap Mobile Anywhere or a Snap WebHost survey.

Sending respondents to a customised web page if they save (WS: 110)

You can set up a Snap WebHost survey that allows respondents to save their responses and continue later.

Putting someone’s name or other details in an email (WS: 109)

This worksheet describes how to send an email from Snap WebHost that includes personalised information for your respondents (e.g. their name). This worksheet tells you how to insert the name of the person you are emailing into an invitation.

Putting a linked image in a Snap WebHost email (WS: 108)

This worksheet describes how to insert an image into a Snap WebHost email and then link it to a website. It assumes that you have already set up the survey in Snap with a database link which includes invite and reminder emails.

Using a cell reference to put the filtered base in a Summary Report (WS: 107)

This worksheet describes how to insert data from a table cell in your report. The example used is inserting a filtered base.

Adapting the automatic Summary Report (WS: 106)

This worksheet describes how to adapt the Summary Report that is automatically generated by Snap so it is more appropriate for your organisation.

Setting up filters for Snap WebHost analysis (WS: 105)

Snap version 11.07 onwards. This worksheet describes how to provide easy-to-use filters for analyses on Snap WebHost. These allow you and your associates to quickly filter the data used in your analyses and reports. It also covers how to hide reports and analyses so they cannot be seen on Snap WebHost.

Creating an adaptive questionnaire (WS: 104)

This worksheet applies to Snap version 11.07 onwards. It describes how to set up a Snap WebHost survey so that devices will see a version of the questionnaire tailored for their screen size.

Using Net Promoter Scores (NPS) in Snap (WS: 103)

This workpack describes how to create questions suitable for generating Net Promoter Scores in a Snap survey, and how to generate a Net Promoter Score from them. If you ask a rating scale question such as “How likely are you to recommend our company/product/service to your friends and colleagues?” you can analyse the responses to show how your customers see your company.

Setting up surveys for Snap Mobile Anywhere for iPad, iPhone, Android and Windows (WS: 102)

The latest Snap Mobile Anywhere app allows you (the researcher) to choose which surveys to share with your interviewers. You assign the surveys to their associate account on Snap WebHost. When they log into the Snap Mobile Anywhere app, they can see the surveys that you assigned to them. Interviewers can have an account each, or share an account. This worksheet shows you how to create the accounts and how to share the surveys with them. This worksheet applies to Snap Mobile Anywhere app version 4 and above, and Snap 11 WebHost. (For Snap 10 mobile interviewing surveys refer to Worksheets 85 and 85a).

Identifying your respondents in a Snap WebHost survey (WS: 101)

This worksheet describes how to connect a Snap WebHost survey to a database of respondents. It tells you how to set up the survey so you can: Set up email invitations and reminders and enable the respondents to access the survey directly from the email or, make the respondents log into the survey using a login page. Once you have connected the survey to the database and uploaded the published survey to Snap WebHost, this worksheet tells you how to check that it is all working correctly.

Creating a simple report (WS: 100)

This worksheet describes how to create a simple report consisting of a title, introduction, analysis and a conclusion. It assumes that you have already created any analyses that you wish to use in your report. You can run your report as often as you like, using the latest data to produce an up-to-date report. Once you have set up the report the way you like it, it will be produced like that every time you run it, with no chance of errors creeping in through copying or cut and paste.

Smart Reports: tailoring your data to a context (WS: 99)

This worksheet describes how to use contexts and filters to create a report that is tailored for a specific user. By setting a context, you can tailor the text and values in a report. By setting a filter, you can limit the data. In this worksheet, you add a list of comments to the report created in the worksheet Smart reports: creating multiple pdf reports using contexts. The comments will be filtered so that they only include comments for a specific restaurant. This is done by applying a filter based on context to the list analysis.

Smart Reports: creating multiple pdf reports using contexts (WS: 98)

This worksheet describes how to set up a Smart Report so it creates multiple pdf reports with Snap dynamically selecting the data depending on the context. It explains how to set up the survey in Snap so that it will produce all the reports that are needed, and then tells you how to set up the report instructions so that each report will be sent to a different pdf file.

Smart Reports: understanding contexts (WS: 97)

This worksheet describes how to set up a Smart Report so it dynamically selects the data depending on the context. The context is a variable containing a list of possible values.

Creating a Smart Report which includes automatic text (WS: 96)

This worksheet is the first of a series on how to use Smart Reports. Smart Reports can be re-run using the latest data to produce an up-to-date report. This worksheet describes how to use data from analyses in the report text. It also shows you how to use ordered tables so you can headline important points. For example, you can automatically include the aspects your customers are least satisfied with.

Using word clouds to display your results (WS: 95)

This worksheet describes how to create wordclouds from free text responses. Wordclouds allow you to display words or responses as a text graphic with the most common value written in the largest text. You can select how many items are displayed. Snap can automatically categorise open responses and uses a stop list to stop common words such as “and” or “the” being included in the word cloud. You can add words to the stop list and tailor the categories.You can create clouds from open responses or from the labels of coded responses.

Creating a grid combining multi-choice questions and literals (WS: 93)

This worksheet shows you two ways of combining a rating scale and a grid of literal responses into a single grid. You can use the two-column method for paper or online surveys, or the Compound Grid method for online surveys.

Using routing to limit the grid questions displayed (WS: 92)

This worksheet describes setting up a satisfaction survey where respondents select items to rate from a multi-choice list. Associated rating questions are only displayed for selected items. This is simple to do using routing.

Running a survey in kiosk mode (WS: 89)

This worksheet describes how to create and run a survey that is to be used in a standalone mode. It can run on a dedicated survey kiosk, or on a tablet or iPad (stored in a kiosk frame which only exposes the touchscreen). Surveys are loaded onto the kiosk over the Internet using Snap Mobile Anywhere. You then set up the device in kiosk mode and select which survey to run. Once in kiosk mode, the device will only display the selected survey. The kiosk displays the first page of the survey by default. If someone starts the survey, but does not complete it, the screen resets back to the first page after a specified time.

Setting up exit pages with a screen-out question for panel surveys (WS: 88)

You may use an outside panel provider to provide the respondents for your survey. This worksheet describes how to communicate between your survey and the panel provider. It explains how direct respondents to a specific web address at the end of each survey which includes a participant’s name and exit status. It also enables you to provide a quotafull page that they are sent to if a respondent is over quota. This is done automatically if you use Snap Panel Samples, a partnership with Cint, available via Snap WebHost.

Using Snap Panel Samples for your surveys (WS: 86)

Snap Panel Samples let you send your surveys to a broad group of people or a targeted audience. You can specify the demographics or behavioral characteristics that you want for a survey, and buy it directly via Snap WebHost. As soon as it’s approved, your survey will be sent to the panellists until you have all the responses required.

Filtering the analyses your clients see (WS: 84)

You can set up a filter for a survey so that your clients only see the data which is applicable to them. When your client logs into Snap WebHost and views analyses in a filtered survey, Snap WebHost filters the data before creating the analysis. The filter is not visible to the client.

Creating a question bank in a SurveyPak (WS: 81)

You can create a bank of questions in Snap which can be saved and used in more than one survey. These are known as SurveyPaks. This worksheet shows you how to use a question from Snap’s own reference SurveyPak, how to create a new SurveyPak and how to store your own questions in it.

Sending email alerts if participants select an answer (WS: 80)

This worksheet describes how to get Snap WebHost to send an email to a specified address when respondents select a particular answer. It also describes how to set the condition to choose if the emails are sent.

Using YouTube videos in your survey (WS: 79)

This worksheet shows how to link to videos on the YouTube site (for example, our video Getting Started with Snap WebHost).

Preparing surveys for smartphones (WS: 76)

Snap version 10.17 has improved web survey layout on smartphones such as the iPhone and Blackberry. However, because smartphones have limited screen space, a mobile internet connection (which may use a slow speed) and small keyboards, it is sensible to adapt your surveys if you know that they will be viewed on smartphones. This worksheet discusses the issues involved in designing a survey for smartphones. It describes the facilities in Snap to help you. It gives an example of changing a survey so that it conforms to the guidelines for use on a smartphone.

Transferring data between a Snap survey and a database (WS: 75)

This worksheet describes how to link between a Snap survey and an SQL Server database, so you can use your existing database to seed your survey, or send updated data from your survey back to your database. You can set this up to happen automatically by using a Hot Link. This worksheet describes how to import data from an SQL server database. Exporting data is done in a similar manner.

Translating your Snap survey (WS: 74)

This worksheet explains how to export a file to send to an external translator and re-import the translated text to create a bilingual survey. The example uses a translation from English to Spanish.

Adjusting quotas after you have received replies (WS: 73)

Sometimes you wish to adjust a quota after you have received some replies. This worksheet explains how to make the responses in your new desktop quota match the responses when you upload the new version to Snap WebHost. It also tells you how to export data from your survey, delete the data in your survey, and import the data again.

Using the Totalize function to add up responses as they arrive (WS: 72)

This worksheet shows you how to do this using the Totalize (or Totalise) function in the Snap Toolkit. The Totalize function calculates a running total as the respondent completes the answers. It explains how to create a set of Open First and Open Next questions for quantity responses, and use Totalize to put a running total into the final response. It also shows you how to set a valid range on the total, so that respondents cannot move to the next page if the total has overrun.

Randomizing the order of question pages (WS: 71)

When you present a respondent with a survey, their answers are influenced by the order in which questions are presented. This is known as an order-effect. Because of this, you may wish to randomize the order of the questions, so that this effect is as small as possible. In Snap you can randomize the order of possible responses in a multi-choice question, rows in a grid question, or question pages. This worksheet explains how to randomize the order in which question pages are presented to the respondent using the Randomize (or Randomise) tool.

Banding quantity variables for analysis (WS: 70)

When you have a quantity question in your survey, you sometimes want to split the results into bands for analysis (for example, when you wish to split ages or salaries into ranges). There is a quick way of doing this using numeric variables. Numeric variables are a type of derived variable, i.e, they contain information that is derived from people’s responses. This worksheet will use the data in the snCrocodile survey supplied with Snap to show you how to band the amount spent.

Scanning a booklet (WS: 68)

This worksheet describes how to create a questionnaire in booklet format and then scan the returned questionnaires.

Putting counts and percentages on a bar chart (WS: 66)

Bar charts normally display one value per bar. You can choose whether this is the count, (number of respondents who chose that response), or the percentage (number of respondents as a percentage of the total). This worksheet explains how to create a bar chart that shows both the counts and the percentage values on a single chart.

Working with rating scale questions (WS: 65)

One of the most useful forms of question is a rating scale, where you ask people to mark how satisfied they were with an item or a service. You can then analyse the answers to these questions to see if people are generally satisfied or dissatisfied, so you are more able to judge where to put the effort in to improve what you offer.

Using filters to find a subset of respondents (WS: 63)

Use filters to break down the data you are displaying or analysing, so you only see the data that is appropriate.

Getting your data into Snap from the web (WS: 61)

This worksheet describes how to import your emails for analysis and what problems you might meet along the way.

Laying out a grid question for a Web survey (WS: 59)

Snap provides several tools to assist you in laying out questions and adjusting positioning of the separate elements. This worksheet describes adjusting the layout of a grid question.

Adapting the Slider Control templates for your own use (WS: 56)

Snap provides several templates for Slider Controls that you can use in your questionnaires. Sometimes these may not be exactly what you need. This worksheet describes how to change one of the templates to make the bar in the Slider Control longer and display the code label for the setting rather than a graphic.

Using a clickable map to create a star rating scale (WS: 54)

With Snap 10 you can use image maps to create rating scales. The software comes with a number of 5-star rating scales that enable a respondent to select from one to five stars as their response. This worksheet explains how the rating scale has been created, and shows you how to change the default colors.

Removing Deleted Respondent Data (WS: 52)

Snap stores respondent data in a file with the survey name and extension .rdf (respondent data file). Replies for each respondent are held in individual records in that file. When respondent records are deleted, they remain as empty records in the file. Although they do not affect the analyses, it is sometimes useful to remove the empty records completely.

Setting a “do not ask” condition on multiple questions (WS: 51)

This worksheet describes how to set the same condition on a complete grid, so that depending on the respondent’s choices, they do not have to complete irrelevant sections.

Calculating the difference between times on different dates (WS: 50)

How to calculate the difference in hours from a start date and time and an end date and time, and use the results for analysis.

Adding extra information in pop-up windows and labels (WS: 49)

You might want to have extra information available for a HTML or Snap Online WebHost survey that doesn’t interfere with the questionnaire. You can do this by putting a link in your survey which opens in a separate browser window. You can link to standard sites, or the documents that you have created which provide additional material for respondents.

Using scores to analyse satisfaction questions (WS: 48)

Make more sense of rating questions, find out how to convert rating questions into mean values by assigning scores. If you have satisfaction or other questions where users rate something from one to five, you can convert this into more useful mean values by analysing the responses using a score.

Creating a combination chart to display respondent means as points and bars (WS: 45)

How to use a combination chart to display the means of groups of respondents in a satisfaction survey to the mean responses of all respondents. Create a derived variable called “All” which includes all respondents, and then shows you how to produce a chart of the satisfaction ratings, with total responses displayed as bars, and the individual breakdowns by male and female displayed as points.

Back-up and share surveys using archive and restore (WS: 44)

It is easy to backup a survey, complete with data, to share with colleagues or to refer back to later should the need arise. This article shows you how.

Giving a consistent look and feel to all your charts (WS: 42)

You can save and apply chart styles in Snap in the same way that you can save and apply questionnaire styles. If you wish to have a consistent look and feel for the analysis charts you produce, you can create a style that only contains the colors and background definitions. You can then apply that style to any chart to make it appear in your organisation’s colors. This worksheet shows you how.

Adding name and address information to a printed survey (WS: 41)

If you are producing a printed questionnaire for known respondents, you can set up Snap to insert the respondents’ names and addresses on the front page of the questionnaire, and then mail them directly.

Using Rating Check to ensure ranking of options (WS: 39)

You can set up a grid question, which has a rating scale along the top, and the items to be rated down the side (or vice versa) and then ask respondents to rank the items in order. If you want to make sure that they give a unique rank to each value, you can apply the necessary constraints by using the rating check tool from SurveyPlus.

Worksheet on Randomly selecting questions (WS: 38)

This month’s worksheet shows how to generate pseudo-random values to use in routing or other calculations. In particular we consider the problem where you want to keep the size of a questionnaire to a minimum whilst still questions covering a wide range of topics.

Dynamically specifying the web address that respondents get directed to at the end of a survey questionnaire (WS: 36)

When respondents complete an online survey, you can specify the website that they are then taken to. You can set up the website address to be specific to a respondent by including one or more survey variables in it.

Creating compound grids (WS: 35)

You can place question grids next to each other to make them easier to complete. For example, you could combine two grid questions on goods and services; one on how satisfied people are with them, and the other on how important they are to people.

Creating a custom login page (WS: 34)

The New Year worksheet looks at changing the look of survey login pages. It explains how to add text and graphics to a login page. As a bonus it also covers how to set up the invitation email so that the respondent is logged in automatically, saving them trouble while providing you with their login details for reference.

Analysing two surveys together (WS: 33)

Merging surveys in Snap has become even easier using a database link. This worksheet tells you how to merge slightly different surveys and set up a derived variable to identify them for analysis.

Creating a new language edition of your questionnaire (WS: 32)

This worksheet describes how to publish the same survey in multiple languages. The tutorial covers creating a dual-language questionnaire in Welsh and English for Snap WebHost.

Rim Weighting (WS: 29)

Many analysis weighting problems require the application of a single weighting factor per respondent. Occasionally however there is a requirement to weight by two or more independent variables, for example, to weight separately for both the gender and the age group of the respondent. Snap’s rim-weighting facility makes this type of problem easy to solve.

Interlocking quotas in Snap WebHost (WS: 27)

This month we look at how to introduce quotas based on combinations of answers for individual questions for Snap WebHost web surveys.

Quotas (WS: 26)

Quotas allow you to specify maximum numbers of respondents in particular groups and are helpful in maintaining stratified samples. Snap 9 may be used to implement either independent or interlocking quotas for Snap WebHost web surveys and this article shows you how.

Using patterns to categorise postcodes into postal area (WS: 25)

In last months worksheet we applied a pattern to validate or transform a quantity response during an interview. We will now look at applying a pattern at analysis stage. This particular example uses a derived variable in conjunction with a pattern to extract the postal area part from a full UK postcode.

Patterns (WS: 24)

In this worksheet we will show how applying patterns can resolve such issues and make questionnaires more amenable to respondents’ replies.

Dynamic Masking (WS: 23)

This month’s worksheet shows how to include or exclude specific answer choices from one question based on the answers given to one or more earlier questions.

Masking Code Boxes (WS: 22)

A new function within Snap 9 gives the ability to hide or mask code boxes of one single- or multiple-response questions. Mask expressions which reference other questions are termed dynamic masks and can be used in offline and online (web) questionnaires.

How to display a currency sign beside a code box (WS: 21)

When questions are designed which require currency values to be clearly identifiable, include the words or symbols representing the currency outside the applicable box. This will indicate to the interviewee that only a numeric value needs to be entered.

The Do’s and Don’ts of Scanning (WS: 18)

The Snap Scanning Module is a powerful product that is a cost-effective way to collect data quickly and efficiently. When designing a survey there are always do’s and don’ts so we advise you to bear the following in mind.

Worksheet on Scanned Image Data Reports (WS: 17)

Snap’s optional scanning module has the facility to print scanned image data reports of data that has not yet been detected or keyed in. Consequently, Literal Response questions do not need to be keyed in or coded prior to analysis. This is achieved by selecting the Scanned Questionnaire radio button, which creates a report read from the scanned image, as distinct from Summary, taken from a survey’s data (.rdf) file.

Using Gap Analysis to Interpret Importance with Satisfaction (WS: 16)

Gap analysis shows the difference between how important attributes are to your respondents and how satisfied they are with those attributes. It is a really useful way of comparing the results from your satisfaction and importance questions and allows for easy interpretation. By comparing importance and satisfaction scores on your chart you can use gap analysis to identify priorities for improvement.

Saving your Questionnaire Design as a Template (WS: 13)

The Style Templates option in Snap allows you to apply a template that represents a particular style in terms of page set-up, colours and layout. As well as utilizing the existing templates you can also create your own. This worksheet shows you how.

Calculating the Time in Minutes between Two Time Variables (WS: 11)

Snap has the capability to analyse times of the day using the 24 hour clock. If a questionnaire contains a start time and end time question, Snap can calculate the time difference between the two answers.

Joining Surveys (WS: 10)

‘Joining’ is the process of connecting cases from different surveys together to form a longer case.

Merging Similar Surveys (WS: 9)

Merging two identically structured surveys using Snap is very simple. This article will demonstrate merging two surveys that differ in composition.

Calculating the Number of Days between Two Dates (WS: 8)

Calculating the number of days between two dates is easy as this worksheet shows.

Calculating marks in a test (WS: 7)

Using a weight matrix, Snap has the ability to differentiate between responses to a particular question as being correct or incorrect.

Analyzing Dates (WS: 6)

Snap includes a number of operations and functions specifically designed to help in analyzing dates.

Analyzing Post codes and Zip codes (WS: 5)

There are a few golden rules when using Snap to analyze Postcodes and Zip codes.

Exporting Data from Snap to Excel (WS: 3)

This month’s survey workshop describes how to export data from Snap to Microsoft Excel and other applications in simple steps.