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Via the Create category button, you can open a dialog which allows to create new categories. All you need to enter is category title and description.

To edit existing categories, use the icons in the “Actions” column:

• Edit: You can change the title and description of a category, via the same dialog that was used for creating the category.
• Delete: If you click on the icon and confirm the pop-up message that follows, the respective category will be removed.

Assigning groups to categories

You have two options to assign a group to a category:

• When creating a new group, select the appropriate category in the drop-down list.
• To change the category of an existing group, open the properties dialog of this group via the Edit group icon in the list of groups (People → Groups) and change the selection in the drop-down list.

Marking Groups for Better Monitoring

One of the purposes of group creation is to simplify the tracking of groups of panelists with characteristics that are important for the panel. The “Monitored groups” feature allows you to select such groups:

• These groups will be specially marked in the list of groups.
• Using the drop-down list “Monitored groups” in the extended search function of the list of groups, you can limit the display to the monitored groups or exclude them from the display.
• The group history shows the development of the goup size over time (Breadcrumb: People → Statistics → Panel overview → tab Group history).

To mark a group as described above, find the desired group in the People → Groups menu and click on the Edit group icon. This will open the dialog familiar from creating groups. Tick the checkbox “Mark group as 'monitored group'” and confirm by clicking on Save group.

Creating Groups

You can create any number of groups.

1. Click on the Create group button in the Groups menu.
2. Select the category to which the group is to belong. In the example, select the “Default” category which contains all the groups of the panel.
3. Enter the title and description into the form. Both of these are for internal orientation and will not be externally visible to the panelists.
4. Optionally, you can mark this group as “monitored group”.
   
5. Confirm by clicking on Create group.

You have now created an empty group with no participants, which can now be filled using various filters and set-generating algorithms.

Importing Groups

The function for importing new groups is used if you wish to form a new group, e.g. based on characteristics in the result data record of a survey. Please proceed as follows:

1. Decide which linking variable is to be used. An overview of the available variables is given in the following section.

2. Extract the linking variable for those panelists you wish to include in the group from the source record. List the values of the listing variable for all desired panelists vertically in a CSV file.

1. Click on the Import group button in the People → Groups menu.

2. Set the desired category. Enter a title for the group and add a description.

3. Optionally, you can mark this group as “monitored group”.

4. Select the linking variable.

5. Locate the file on the hard disk.

6. Confirm by clicking on Next.

7. Now, a group will be created whose members are the panelists with the pseudonyms you have uploaded.

Linking variables

Editing Groups

Create a new group or click on the title of an existing group in the overview. This opens the edit dialog of the respective group.

It contains several tabs with information and actions sorted by topic:

Manage members

Basic information on the group, list of members, set operations, functions for editing the members, and mail functions.

Apart from the basic infromation on the group, the Manage members tab also features the list of members, various functions for further editing group structure, and actions that can be applied to individual or selected members.

Actions for editing the group structure

You can further modify the group structure using the buttons located above the list of members:

• Import members: It is possible to subsequently import further members into the group. The import is performed in the same manner as the import of entire groups by uploading a linking variable.
• Add groups: With this set operation you can add already existing groups to the current group. If you click on the Add groups button, a list of the existing groups will be displayed. Select the group or groups whose members you wish to add.
• Subtract groups: With this set operation you can subtract already existing groups from the current group.
• Generate intersection: This set operation allows you to generate intersections from your group and existing groups, i.e. your group will be reduced to those members who are also members of specific other groups.
• Draw random sample from group: You can further restrict the group at random.
• Empty group: All group members will be deleted following a confirmation prompt.

Actions for editing the members

In the list of members you will find all the panelists of the group with their names, panel statuses, e-mail addresses and number of bonus points. By clicking on the name or on the Edit icon you can switch to the detail view of the respective panelist.

The following actions can be applied to all or individual members. To do so, select the respective members using the “Actions” checkbox and then select the desired action from the drop-down list.

• Assign bonus points: Bonus points can be assigned to or subtracted from selected members. This action is only available if you have write rights for “panelbonus”.

• Write e-mail: Opens the standard mail template for contacting the selected members. If you are operating a community panel, you can post messages into the group members’ inbox on the website without dispatching e-mails.

• Remove panelists from group: The selected members will be removed from the group.

• Delete panelists: The selected panelists will be deleted completely with all their address and master data. Please mind: This action cannot be reversed.

• Change status to: The panel status of the selected members can be changed. Please mind: the action “Delete panelists” is used to assign the status “deleted”.

Filter

The group structure is defined using filters.

The filters presented in the following chapter are used to select the group members.

These filters are usually applied to filter out panelists from a already filled group, restricting membership to those group members who fulfill the filter criteria (Filter mode: “Create intersection with current panel group”). E.g. if the filtering instruction “restrict to panelists with panel status ,active‘” is applied to an already filled group, only the group members with panel status “active” will remain in the group.

If you want to filter on the whole panel, adding all panelists who fulfil the criteria to the group, the option “Apply to all panelists in panel” should be activated.

1. Performance data filter

The performance data filter selects the group members using performance data from the default group (= overall pool of panel participants). Performance data is data based on the participation behavior of the panelists.

Current role and activity of the panelist.

2. Master data filter

In most panels, master data surveys are conducted at the beginning of each new panel membership. The master data filter checks your group for characteristics collected during this first survey.

1. Clicking on the Master data filter button will display a listing of all master data defined in the system. u_gender, pstatus and site_id are available as well.
2. Optionally you can restrict the selection to a specific master data category.
3. Select one or more variables from the master data list, in the example above the year of birth. The list is often very long. Therefore, the “Tick all checkboxes” checkbox is available as an entry aid in the upper section of the form: Ticking this checkbox allows you to select all master data via JavaScript and manually de-select individual fields.
4. Confirm by clicking on Continue.
5. You will now see the characteristics of master data with answer categories (“int” variable type). Select the characteristics the panelist has to meet in order to be included in the group. In the example shown, you would have to choose all age groups < 30.
6. For text variables and decimals (variable type “text” and “float”), an input field will be displayed instead. Here, you can enter the desired characteristic for your master data variable. The available operators are “equal”, “not equal”, “greater than”, “less than”, “less than or equal”, “greater than or equal” and, for text variables “contains”.
7. After that, confirm by clicking on Continue.

3. Sample data filter

The sample data filter allows you to limit the group to members of a specific project with a given disposition code. If the disposition code is not relevant for your purposes, you can also select all available disposition codes instead.

4. Project filter

Using the project filter you can restrict the groups first to the members of a project you have chosen. Then, you can filter the group using specific answer values from the selected project.

When you open the filter menu, a list of the projects including project type and status will be displayed. Click on the title of the desired project. Select the answer values to be used for filtering. During the filtering process, all participants who have given the corresponding answer in the project will be assigned to the new group.

5. Quick poll filter

The Quick poll filter allows you to use the results of panelist polls for creating panel groups.

Open the filter dialog and select one or more quick polls. In the next step, select one or more answer options of these polls. Depending on the filtering mode, the filter will then select all those panelist from the current group or from the entire panel who have given at least one of the listed answers in one of the polls.

6. Grouping filter

The grouping filter (previously: “alternative grouping filter”) allows you to combine a variety of filter criteria:

• The filter has access to all address and master data.
• The following system data can be used: pstatus, pinput, last_poll_date, pcredit_points, penter_date, n_poll, reg_code, doub_stat, md_update_date, md_invite_date, md_num_invites, md_num_updates, pci, site_id, date_last_login, remode_addr, remote_host, last_mod_date and last_mod_user.
• Tracking variables can be used as well.
• It is possible to perform date calculations.
• Both AND conjunctions and OR conjunctions can be used.
• You can define complex filter conditions by combining conjunctions.

Administrating grouping filters

You can access the previously defined grouping filters of your panel and the functions for creating new filters

• from the Filters tab in a group’s edit dialog via the Grouping filter button.
• via the People → Groups → Grouping filters menu.

Defining grouping filters

The filter editor’s structure and function structure corresponds to the condition editor in the EFS Survey project area. The procedure for defining conditions is identical, too: Click on the Create filter condition button and define the filter condition by selecting the desired variable, condition, code and conjunction. In addition, you have the following options:

• You can save the filter in order to use it again in future grouping and sampling processes.
• A list allows you to view, edit, apply and delete the filters that have already been created.
• Clicking on the Test filter condition icon in the list of filters triggers a checking mechanism which determines the number of panelists a grouping filter would apply to.

Date calculations

It is possible to perform date calculations in the grouping filter. Wildcards are used to define dates. To access a list of the available wildcards, click on the Question mark icon in the condition editor.

Examples:

#NOW#: Current date and time.
#LOCAL_NOW#: Current date and time in local panel time.
#CURRENT_QUARTER_START#: Beginning of the current quarter.
#CURRENT_HOUR_START#: Beginning of the current hour.

More complex date calculations can be realized by entering the number of days, weeks etc. to be added or subtracted directly inside the wildcard.

• Subtraction and addition are permitted. As filters usually refer to past events, in most cases, subtraction is used.
• Permitted units are d = days, m = months, y = years, w = weeks and h = hours. If no unit is explicitly named, the system will use days as default unit.

Examples:

#WILDCARD#: The date defined by the wildcard is inserted directly.
#WILDCARD-3#: The date minus 3 days is used. For example,
#PREVIOUS_WEEK_START-3# subtracts 3 days from the beginning of the previous week.
#WILDCARD-3d#: The date minus 3 days is used.
#WILDCARD-3w#: The date minus 3 weeks is used.
#WILDCARD-3m#: The date minus 3 months is used.
#WILDCARD-3y#: The date minus 3 years is used.
#WILDCARD-3h#: The date minus 3 hours is used.

7. Import filter

The import filter allows to import any number of the characteristics of a numeric master data variable or address variable and use it as criterion for group membership. Optionally, you can restrict the size of the resulting group further. Optionally, the size of the resulting group can be restricted further.

This filter is useful if, for example, you want to group panelists with specific zip codes, e.g. 20,000 of 40,000 US zip codes. All you need to do is create a list of the zip codes required and match it to u_zip during import - the system will find all suitable panelists.

Formatting the import file

The import file should be a simple CSV list, containing those characteristics of the linking variable which are to be selected.

Applying the import filter

Please proceed as follows:

1. Open the Filters tab in the edit dialog of the group.
2. Click on the Import filter button to open the new dialog.
3. Select the appropriate linking variable. All numeric master data variables and the address variable u_zip are available.
4. Choose the character set.
5. Choose the import file.
6. In the “Maximum size of random selection from file” field, you can restrict the size of the resulting group further: If you use this option, a random selection will be applied to the panelists found. If you do not enter a maximum size, all panelists found will be adopted into the group.
7. Select the appropriate filter mode. As usual, you can choose either “Apply to all panelists in panel” or “Create intersection with current panel group”.
8. Click on Continue.

Now, the system identifies the suitable panelists and adds them to the current group resp. creates an intersection with the group.