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By clicking on the title you will open the edit dialog of the respective sample.
Edit: Opens the properties dialog where you can change the title and description of an existing sample.
Add tester: Opens the View tester list tab
Save in group: Clicking on this icon will create a new panel group including all participants from the sample. Optionally, the “Include participants with completed interviews only” feature can be used to restrict the group to those participants who have completed the survey (disposition codes 31, 32).
Searching all samples
On the Search in all samples tab of the Sample menu you can enter a term in the search field. Clicking on Extended search, opens a search mask, which allows you to perform a detailed search. You can, for instance, select a specific panel status, a specific sample or a status from the respective drop-down menus, or you can enter a name in the free text field Search for Panelists.
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If necessary, you can customize the search mask to your individual needs:
Click on the configuration gear symbol at the very right in the extended search.
Select a variable from the drop-down menu, and click Save.
The variable is now available in the search mask of the extended search.
You have the option of configuring up to 5 additional variables for the use in the extended search. This includes the variable “Pseudonym”, which adds a free text field to the search mask. In this field you can enter several pseudonyms at the same time, which allows you to do mass searches in your panel projects.
Editing a sample
Clicking on the title of a sample will open the edit dialog. On its various tabs you will find the following information and functions:
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On the Basic set tab, you specify which panel group shall form the basic set for drawing the sample and which criteria are to be used for further limiting this basic set. The criteria are explained in the following section.
Basic set
Field | Meaning |
|---|---|
Group category | Groups can be sorted thematically and arranged clearly. |
Group | People offers you various possibilities to form groups (also called "subpanels"). |
Filter | You can use grouping filters for creating samples. |
Capacity filter | The capacity filters can be used for organizing the panelists’ capacity in an optimal way. |
Panelstatus | The most important characteristic of panelists is their panel status: it describes their current role and activity. |
Maximum number of participants | Optionally, you can define how many participants are to be contained in the sample. Please note: limiting the maximum number is only recommendable if you do not use stratification. If the basic set is narrowed down unnecessarily from the beginning, it might not be possible to reach the target values which are explicitly specified during the stratification process. |
Extended settings
Field | Meaning |
|---|---|
Number of completed surveys (based on variable n_poll) | Evaluates the “n_poll” system data item. Please mind: If tracking is activated, evaluation of the variable “track_num_completed” (e.g. via grouping filter) provides you with more |
Number of bonus points | Evaluates the current sum of the bonus points in the panelist’s account. |
Last completed interview at least / not longer than x months ago | Evaluates the system data item last_poll_date. Please mind: If tracking is activated, evaluation of the variable “track_num_completed” (e.g. via grouping filter) provides you with more precise information. |
Panel member since x months | Calculates the time for which the panelist has been a panel member based on the system data item “penter_date”. |
Last updating of master data for x months | |
PCI value | The Panelist Compliance Index enables the reliability of panelists to be captured and recorded in a variable. |
E-mail verification status | Status of the double opt-in e-mail verification |
Variable used to define uniqueness | Each characteristic of this variable will be in the sample not more than once. Please note that finding unique values requires an extra internal processing step. Therefore, if you use this feature, queries will be considerably slower. |
Excluding panelists already participating in other panel surveys
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The table provides an overview of the definition methods available.
Option | Meaning |
|---|---|
Manual selection of the stratification variables and entry of the target distribution (absolute values) | The stratification is defined manually as usual, the target distribution will be specified in absolute values |
Manual selection of the stratification variables and entry of the target distribution (percentages) | The traditional stratification method involving entry of target distribution as percentage. |
Import of a file containing the stratification settings | The stratification is defined by import, the target distribution will be specified in absolute values. |
Import of a file containing the stratification settings | The stratification is defined by import, the target distribution will be specified in percentages. |
Cell definition mode
Similar to the quotas, there are two ways to define the target values for stratification:
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A range of participant administration actions are available for editing sample members, such as, for example, the dispatching of e-mails to selected participants, or reset with or without deleting data.
Actions | Description |
|---|---|
Reset and delete data | Status of the panelist in the sample is reset to “active”. If the panelist had already participated in the survey he can participate again. Participant's results data already recorded are deleted. |
Reset without deleting data | Status of the panelist in the sample is reset to “active”. Participant's |
Delete panelist from this sample | Panelist is removed from sample. |
Send e-mail | Using this function, you can send mails to the selected panelists. |
Disposition code 15 (not available) | If invitation mails are bounced, you can set the corresponding panelists to disposition code 15. This code will be taken into account in the field report during evaluation. |
When using an action proceed in a manner analogous to participant administration: Search the desired panelists and mark them in the “Selection” column. Then set the desired action and confirm with Send request.
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