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Consent form configuration
In the module People under Panel configuration you will find the menu item “Consent form”, where you can create the consent form for the purpose of registering a panelist. In order to be able to use this feature to capture the consent of future portal participants, you must configure the consent form in default language, otherwise the checkbox will not be displayed. One configuration applies to all portals. This feature is available both for the login dialog via the portal and for inviting other panelists via e-mail. Otherwise the checkbox is not displayed.
- In the People module, you have a language overview under the menu item Consent form configuration of the Panel configuration, so that you can immediately recognize in which languages the consent form has already been created.
Automatic deletion of invited panelists
In the Panel configuration of the People module you have the new menu item Automatic deletion of invited panelists. Now you can automate the deletion of both the Tell-a-friend-panelists (module: Panel Website) and the panelists with panel status (module: Portals).
- Tell a friend: You check the option "Delete invited panellists without reaction after" and set the number of years, months or days after which the invited panellists who did not respond to the invitation should be deleted.
- Panelist with panel status: You check the option "Delete invited panelists without response after" and set the number of years, months or days after which the invited panelists who did not respond to the invitation should be deleted.
- In addition, you select the panel statuses of the panelists to be deleted.
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Ways of Entry
he way of entry by which a panelist entered the panel is recorded in the “reg_code” variable and can, for example, serve as a criterion for creating groups (see the performance data and grouping filters in Chapter "Creating and Editing Groups") or used for evaluation purposes.
Registration keys, generated for a specified way of entry, are employed when a candidate must authenticate himself in a closed panel before being able to register. Furthermore, they are used in promotional campaigns to allow for the subsequent identification of the canvassing panelist and for the evaluation of the success of a campaign.
The functions for setting up ways of entry and registration keys are located in the People module in the Panel configuration → Ways of entry menu. The following will be explained below:
- How to use ways of entry to record the registration processes used by the panelists.
- How to create new ways of entry.
- How to use categories to better manage ways of entry.
- How to generate and edit registration keys.
- How to dispatch registration keys.
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Read rights for reg_code are required for accessing the People → Panel configuration → Ways of entry menu. |
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