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With the EFS People module you can easily create a panel and manage your panelists in an effective manner. In the following, we will show you the most important steps and features required for these tasks. Detailed step-by-step instructions will guide you through several processes: you will learn to import panelists, create master data, form groups, conduct a master data survey and much more. At the same time, we will focus on how the individual processes depend and build on each other. |
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Building a Panel
You can find the People module with its numerous menu items in the top module selection bar of EFS.
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First of all, you need to fill your panel with panelists who are willing to provide information. In the first step, we would therefore like to show you how panelists can enter your panel. There are several ways of entry: You can, for example, create panelists manually and also import an entire list of panelists into the panelist administration. Alternatively, panelists can also register for your panel via portals or websites that you have created using the Portals and Website modules, or via an offline campaign. In the following, we will show you how to import several panelists into the panelist administration at the same time.
Importing Panelists
To import several panelists into your panel at the same time, proceed as follows:
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Then click on the Choose file button on the Import page, and select the file you have just filled out.
Retain the other default settings in the Upload file area.
In the Special parameters area, keep the standard setting Default for Way of entry.
If you have already set up a specific group of panelists to which your newly imported panelists should be added, you can select the corresponding group category and the desired group. Under "Create groupCreating a New Group" below, we will show you how to create such a group.
For Set imported panelists to the following panel status retain the default setting Admitted temporarily. This indicates that panelists have been temporarily added, but are not yet active.
Under Language version, select the desired language version or keep the default setting.
For Profile visibility, specify which information about the panelist should be displayed in their public profile on a panel website or in a portal. By default, only Account name is preselected.
Click on Send file.
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You might have to scroll to the right to be able to see the Import button. |
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Master Data
Your panel now contains 3 panelists for whom the personal data you entered in the import file has been saved, as well as certain system data such as the way of entry into the panel or the panel status. Just as important, or perhaps even more important for your panel, is the so-called master data. These are basic panelist characteristics defined by the panel administrator, which are stored independently of the project and are permanently available for evaluation or the creation of sub-panels ("groups"), for example. In the following, we will lead you through the creation of this master data in the People module and show you how you can use a master data survey to gather and store information on the master data from your panelists.
Creating New Master Data
First, of course, you need to think about which master data makes sense for your use case. As an example, we will create one master data record in which the information as to whether a panelist owns a car or not is stored. To do this, follow the steps below:
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Your new master data record “md_car” is displayed in the list of master data. In practice, you will of course create significantly more master data records for your panel. The master data record “md_car” should only serve as an example. Further information on the topic of master data, including details on the mass import of master data, can be found here.
Creating a Master Data Survey
Now that you have imported panelists into your panel and created a master data record, you can set up a master data survey to gather and save information on this master data. As an example, we will create a master data survey with one question, which we will then link to the master data record we created in the previous step.
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Your new master data survey now contains a question in which participants can indicate whether or not they own a car. The associated survey variable therefore contains two values – "Yes" and "No". These match the values of the master data variable "md_car" created in the previous step.
Allocating Master Data
We would now like to assign our master data record "md_car" to the question we have just created. In that way, the answers participants give to the question are saved in the master data record. To do this, proceed as follows:
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The green paperclip symbol indicates that the master data record has been correctly assigned to the question and that the values of the survey variables and of the master data record match.
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Building Groups
For greater clarity and a more accurate selection of participants for a particular survey, panelists are usually divided into groups – so-called subpanels. This division can even be automated with the help of grouping filters. In the following, we will show you how to create a new group in the People module, configure a grouping filter based on the previously created master data record and finally define update rules for the new group.
Creating a New Group
Follow the steps below to create a new group:
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Select default as the category.
Enter a name for the new group under Internal group title. In our case, we choose the name "Car owner", as the group should contain panelists owning a car.
Enter a description, if required.
Click on Create group.
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Applying a Grouping Filter
Our newly created group is still empty. We will now create a grouping filter that defines the conditions under which a panelist will be assigned to the "Car owner" group – namely, when they idicate that they own a car in the master data survey. To do this, proceed as follows:
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If a panelist now indicates that they own a car in the master data survey created in the previous step, they will be added to the "Car owner" group.
Specifying Update Rules
In order for the grouping to work automatically, you need to create a rule for updating the panel group. To do this, simply follow the steps below.
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The system will now automatically check once a day, whether there are panelists who have indicated that they own a car in the master data survey, and if so, they will be automatically added to the “Car owner” group.
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Inviting Panelists to the Master Data Survey
So far, you have imported panelists into the panelist administration, created a master data record, set up a master data survey and assigned the corresponding master data record to a question as an example. Additionally, you have created a group, a grouping filter and an appropriate update rule for the group. In the next step, we will search for the imported panelists, invite them to our created master data survey and then check whether the configured grouping filter works as expected.
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If necessary, adjust the date and time for sending the invitation under Delivery options.
Then click on Preview mail at the bottom right of the page.
A mail preview is displayed. Check that all placeholders have been replaced correctly. If you have not yet saved a mail template for invitations to master data surveys, you can save your mail with placeholders as a mail template by activating the corresponding checkbox at the bottom left of the page.
To send the mail, click on Send.
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Reviewing the Grouping of Panelists
Finally, we would like to check whether the configured grouping worked. We assume that all panelists invited to the master data survey have already taken part in the survey, but that the "Car owners" group has not yet been updated, as we have only selected once a day as the update interval.
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Confirm the execution of the update rule again by clicking OK.
The update is carried out and you can see that the "Car owner" group now contains our 3 panelists. All 3 panelists have therefore indicated in the master data survey that they own a car.
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Related Topics
You now know the most important steps for setting up a panel and managing panelists in a simple and effective manner. Of course, the People module offers many other options for an efficient panel operation.
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