Panelist Blogs

You can allow the members of your panel community to keep their own blogs. The functional scope in brief:

• The panelists can keep their own blogs. Depending on the goals of your research, you can realize diary-like, private blogs, which can be accessed only by their authors and the panel moderators, or public blogs which other panelists can comment on.
• It only takes you a few clicks to present a sample of the best blogs on an overview page on the website.
• From EFS 10.3, it is possible to create a teaser that automatically displays the most recent, best rated or most frequently rated blog contents.

• The blogs are created automatically when the panelists click on a corresponding link. You can create additional blogs for moderators and testers manually.

• Each blog is allocated to a particular blog section. You can set up and manage different blog sections for each language version of your website. The panelists may have one blog in each section.

• As in the forums, you can decide whether all visitors, only logged-in panelists, or only members of a specific panel group should have access to the blogs within a particular section.

• Various moderation features are available to moderators, some of which may also be used by the blogging panelist. For example, you can create private, diary-like blogs. Or you can enable the comment function and even allow anonymous comments.

• A post consists of name, date, subject header, and body text. The names are links to the panelists’ profiles. This content structure can be edited via the template.

• You can integrate a WYSIWYG editor, thus encouraging the panelists to create appealing posts. Such an editor has been integrated in the sample pages of the standard panel.

• Optionally, you may integrate a rich text editor with which the panelists can create appealing posts. Such an editor has already been integrated in the sample pages of the standard panel. Furthermore, the panelists may embed multimedia content via special tags.

• Optionally, you can activate file upload and allow panelists to illustrate their posts with images. Just a few clicks are needed to set up appealing image galleries.

• If a panelist logs in, all posts added since the last login will be marked as new. The highlighting of new posts with a special icon or label is defined in the template.

  
  

Example - A panelist creates her own blog:

The panelist defines the settings for her blog:

Work steps

Setting up panelist blogs involves the following steps:

• Creating a blog section which will contain the panelists’ blogs.
• Creating a page for the panelists’ blogs and referencing the appropriate blog section. As soon as this page is published, the panelists can create their blogs themselves.
• Monitoring and, if necessary, actively controlling the blog activities.

Managing Blog Sections

The blogs are managed from the Website → Community content → Blogs menu. In this menu, you can edit existing blog sections, create new blog sections, and moderate the existing blogs.

Overview of the blog sections

The overview table lists all the blog sections created for the respective language version along with their titles, descriptions, and the number of blogs.

If, in an installation with multiple websites and/or language versions, you want to view the blog sections of another language version, change the setting in the upper part of the dialog. With the View function, you can specify which table columns and how many rows per page will be displayed. You can search the contents of the overview table.

Edit options

Click on the Create section button to open the dialog for creating a new blog section.

Click on the title of a section to open the list of the blogs in this section. Clicking on the title of a blog will take you to the individual posts.

Via the icons in the “Actions” column you can edit individual blog sections:

• Edit settings: This opens the dialog for editing the section properties.
• Edit blogs: This opens the list of the blogs in the respective section.
• Copy: The desired section will be copied. The posts will not be copied, though, as this is usually not very practical.
• Export posts: This triggers the export of all the posts in this section
• Delete: The selected section will be deleted following a confirmation prompt. Please bear in mind that all data will be irretrievably lost. If you really do not need a particular blog section anymore, you should make use of the possibility to export the posts prior to deleting.

Properties of blog sections

The table lists all the properties of blog sections.

Managing Blogs

Blog list of a section

In order to view the blogs of a particular section, simply click on the section title in the overview. Alternatively, you can also use the Edit blogs icon.

The list will show you all the blogs within the selected section along with their descriptions, names of their authors, number of posts and comments, and other properties.

Edit options

The blogs are created automatically when the panelists click on a corresponding link on the website. If you want to create additional blogs for moderators or testers, open the corresponding form by clicking on the Add blog button.

Clicking on the title of a blog takes you directly to the individual posts.

Via the icons in the “Actions” column you can edit individual blogs:

• Edit settings: This opens the dialog for editing the blog properties
• Edit posts: Opens the list of posts.
• Export posts: This triggers the export of all posts in this blog.

• Delete: The selected blog will be deleted following a confirmation prompt. Please bear in mind that all data will be irretrievably lost. If you really do not need a particular blog anymore, you should make use of the possibility to export the posts prior to deleting.

Blog properties

The table lists all properties a blog can have.

Editing Blog Posts from the Admin Area

As a moderator you can use additional features when posting from the admin area or, if necessary, change or delete posts by the bloggers and readers.

Overview of the posts and comments in a blog

In order to view the existing posts and comments in a blog in the admin area, click on the desired blog in the blog list. Alternatively, you can also use the Edit posts icon.

The overview lists the titles and texts of all posts in the selected blog. It also shows the names of the authors, date, type, and release status.

Edit options

Click on the Add post button to open the dialog for creating a new post.

Click on the title of a post to open its properties.

The icons in the “Actions” column provide the following editing options:

• Edit: This also opens the dialog for editing the properties of an existing post.
• Delete: The selected post will be deleted following a confirmation prompt.

Properties of posts

The table provides a detailed list of all the properties a post can have.

Exporting Posts from a Blog Section or Selected Blog

You can export the posts from a blog section of from a selected blog for e.g. external evaluation. Images and other files which are used by the panelists to enrich their posts can be included, if necessary.

To do so, please proceed as follows: Locate the desired section or blog in the section overview or blog list and select the Export posts icon. Specify the file type (Excel or CSV) and the character set. If you need the uploaded files, tick “Export including attached files”. Click on Download and save the data on your PC.

The export file contains all the posts from the selected blog section or blog with the following information:

• Selected user data: the author’s pseudonym (pseudonym), account name (u_account), first name (u_firstname), name (u_name), e-mail address (u_email), an alternative ID (u_other_id), and cell phone number (u_mobile)
• Selected system data: panel entry date (penter_date), panel status (pstatus)
• Blog-specific data: date and time of post (dt), blog ID (instance_id) and blog title (instance_title), post ID (id), position within the thread structure (parent), type (type; P = post, C = comment), anonymity status (anonymous; 0 = no, 1 = yes), title (title), text (description) and number and result of the community rating (rating_cont, rating_average).

If you have activated “Export including attached files”, the export file described above and the associated files will be exported in a compressed zip file. The associated files are named according to the following scheme: PostID_UserID_filename.extension.

Integrating Panelist Blogs into the Website

If you want to set up panelist blogs, please proceed as follows:

1. On the desired page, create a page module of the “Panelist blog” type.
2. Configure the setting options as required.
   – Select the “func_blog” module template.
   – As template for media presentation select “tpl_media_display”. This controls the display of uploaded files.

Providing a Rich Text Editor for Panelists’ Posts

The TinyMCE rich text editor has been implemented in the blogs, forums, and discussions of standard panels. This allows the panelists to create appealing posts without great effort. The functional scope in brief:

• TinyMCE is a Javascript-based WYSIWYG editor. It is used quite frequently for internet applications. Detailed information is available at http://tinymce.moxiecode.com/.
• For use in community posts, the most important functions have been selected (bold, italic, underline, undo, redo, color).
• Also available is a bar with emoticons.
• TinyMCE does not support mobile devices. Therefore it is deactivated automatically for such devices, based on the browser identifier.

Integrating Images in Posts and Setting up Image Galleries

Blog and forum posts can be illustrated with images.

• Per each blog or forum post multiple images can be uploaded. The necessary additional form fields are opened by clicking on the Add Fileupload button.
• With the familiar [file]file name[/file] tags, the images can be integrated into the text of a post.
• To ensure a uniform appearance, the images will be reduced automatically to thumbnails of uniform size during upload. When clicking on these thumbnails, the images will open in a separate layer. Both the size of the thumbnails and the maximum size of the images in the layer can be modified via the function modules for forums and blogs, if necessary.
• Blog authors are free to choose whether they want to present their images as usual within the text of their blog posts or in a special image gallery. To create an opened image gallery that allows you to conveniently flip back and forth between images, the panelists only have to tick the checkbox “Show image gallery” when publishing their posts.

Integrating Multimedia Contents in Posts with Special Tags

Simple tags allow panelists to embed YouTube videos or Flickr image galleries in blog, forum or discussion posts.

If you want to encourage panelists to make more use of multimedia, you may include a reference to these tags in or beneath the post form.

The YouTube tags [youtube] and [/youtube]

YouTube videos can be embedded in posts using the tags [youtube]URL[/youtube].

• The URL of a YouTube video is inserted between those tags, e.g. [youtube]http://www.youtube.com/watch?v=VIDEOID[/youtube].
• If the panelists insert the URL of a YouTube video using the Copy&Paste function in the TinyMCE editor, the special tags are placed automatically.
• By default, the videos will be displayed in a centered frame of 505 x 853 pixels. The display size can be adjusted via the CSS classes ".youtube-frame" and ".youtube".

The Flickr tags [flickr] and [/flickr]

Flickr image galleries can be embedded in posts as slide shows using the tags [flickr]URL[/flickr].

• The URL of a Flickr image gallery is inserted between these tags, e.g. [flickr]http://www.flickr.com/photos/USERNAME/sets/SETID/[/flickr].
• If the panelists insert the URL of a Flickr image gallery using the Copy&Paste function in the TinyMCE editor, the special tags are placed automatically.
• The image galleries are displayed with a size of 500 x 500 pixels. This size cannot be changed.

Highlighting Selected Blogs

Community websites will often present particularly well-done or popular blogs of their members in special lists or on overview pages. In EFS Panel, you can easily create such an overview list, e.g. to present the blogs of your star bloggers, to introduce the blogs of new panelists, or to highlight your own blog.

All you need to do is mark the desired blogs, create a list of these selected blogs and display it in an appropriate place of the external view.

An overview list of newly-created blogs:

Work steps

Setting up a blog list involves the following steps:

• Selecting desired blogs. They should be located in one blog section which is already integrated via a function module on a panel page, and the access restrictions for that page should be the same or less restrictive as for the new overview list.
• Creating a page for the list and referencing the appropriate blog section. As soon as this page is published, it will be filled automatically with the selected blogs.

Selecting the Desired Blogs

1. In the Blogs menu, open the desired section by clicking on its title.
2. Locate the desired blog and click on Edit to open the properties dialog.
3. Tick the checkbox “Featured” and confirm by clicking on Save.

Integrating a List of Selected Blogs into the Website

If you want to integrate a blog list into the website, please proceed as follows:

1. On the desired page, create a page module of the “List of featured panelist blogs” type.
2. Configure the setting options as required.
   – Select the “func_blogs_featured” module template.

Teasering Blogs

The teaser feature newly introduced in EFS 10.3 allows to set up a teaser that displays the most recent, best rated or most frequently rated blog contents. In most cases, these teasers will be positioned on the panelists‘ personal homepage or in a small extra window.

Integrating blog teasers into the website

If you want to integrate a blog list into the website, please proceed as follows:

1. On the desired page, create a page module of the “Teaser” type.
   – In many cases, teasers will be created on the dedicated „GLOBAL“ page and referenced.
2. Configure the setting options as required.
   – Select the “func_teaser” module template.

Forums

The forum discussion is one of the most frequently used qualitative feedback collection methods. Therefore, this feature is quite closely integrated with EFS’s central standard functions.

• Forum discussions can be created and managed as separate projects from within the project list.
• The to-do list allows to display forum discussions along with quantitative surveys on the panelists’ personal homepages.
• You can decide for yourself whether you want to use these display options. If you wish to use them, open the dialog Edit settings for all forum topics which are to be displayed and tick the checkbox “Treat as qualitative project”. If you create your forum topics from within the project list, this option will be enabled automatically.

For designing and operating forums, EFS opens up a wide variety of possibilities:

• You can use the “Forum” function module to position one or more forums on a panel page. There can be forum discussions on several topics on each forum.
• There are several levels: Forum discussions > Topics > Threads > Posts. Threads can be started by the panelists themselves. If necessary, you can lock them, keeping the content accessible but blocking further posts.
• New contributions and those made by moderators are specially marked.
• The visibility of key posts can be improved by “stickying” them above the thread.
• From EFS 10.3, it is possible to create a teaser that automatically displays the most recent, best rated or most frequently rated forum threads or posts.
• You can award bonus points for participation in forum discussions.

• Optionally, you can allow panelists to upload files to illustrate their posts. Just a few clicks are necessary to set up appealing image galleries. Furthermore, tags can be used to insert multimedia content.

• You can either allow all visitors to read forum posts, only permit logged-in panelists to do so or even restrict access to certain panel groups. As a rule, only loggedon panelists can post contributions.

• You can use a panelist account with the special “Moderator” or “Tester” status to act as a moderator in forum discussions,. If you post using such an account from the admin area, you can make use of various additional features.

• You can create separate forums for each language version of the website(s). Copying a language version also copies the related forum. However, the posts belonging to these forums are not copied, as this is usually not advisable.

• You can use the “func_forum” template to structure the forum layout as desired. In the standard panel, which, as usual, serves as an example in the following chapters, the layout is kept simple in order to make editing easier.

• You can create as many forums as you like. Please mind, though, that the resulting amounts of data may affect the performance of the panel installation.
  – Please use the following guiding values for orientation: At most 50 topics per forum, at most 100 threads per topic, at most 25 post levels inside a thread and at most 1,000 posts per thread.
  – Furthermore, you can export the posts of old forums resp. topics and subsequently delete the forums resp. topics.

Forums are maintained with the help of a specially developed optimized GUI. This means that a user who is not familiar with the CMS can take over their maintenance without requiring a great deal of training.

This chapter shows you how to create bulletin boards and moderate discussions from the admin area:

• The forum is shown from a panelist’s perspective.
• You will learn how to create and maintain forums from the admin area.

Example

The forum discussions of the selected forum are displayed on the panel page containing the “Forum” function module.

A panelist opens the list of forum discussions:

Creating and Managing Qualitative Projects

Forum discussions can be created and managed as separate qualitative projects from within the project list.

The features in brief:

• Forum discussions are integrated into the project list and the field overview.
• Optionally, you can create the forum discussions via the familiar Create project menu.
• If you open a forum discussion from within the project list, the contents will be presented in a navigation structure corresponding to the familiar EFS survey projects.
• Possible project statuses are “active” and “inactive”.
• In contrast to quantitative projects, forum discussions have no project ID, no author and no project directory. Therefore, these data cannot be retrieved by the search features in project list and field overview. Furthermore, forum discussions cannot be sorted into folders.
• The forum discussions can be displayed along with quantitative surveys on the panelists’ personal homepages.

Forum discussions in the project list:

Activation and access control

Two requirements must be met to use the display options described above:

• You have to activate display of the forum discussions. To do, enter the website editor and open the list of topics. For the topics to be displayed, open the dialog Edit settings and tick the checkbox “Treat as qualitative project”. If you create your forum topics from within the project list, this option will be enabled automatically.
• Access rights must be configured appropriately. Access via the project list is controlled with the same rights as in the website menu.
  – To open a forum discussion from the project list, user teams need write rights for “board_admin” und read rights for the forum.
  – To create qualitative projects themselves, user teams need read rights for “cr_project”, write rights for “board_admin” and read rights for the referenced forum.

Creating qualitative projects

You can keep creating forum topics, as usual, via Website → Community content → Forum → {Selected forum}. Alternatively, you can also use the familiar Create project function in the Projects module.

1. Open the Create projects dialog.
   
   
   
   

2. Select “Forum discussion”.

3. The dialog is changed automatically.

4. Enter all usual properties of the topic. In the “Forum” drop-down list, select the forum into which you want to insert the forum discussion. If the desired forum is not selectable, check if the necessary read rights for this forum are missing.

5. Condirm with Execute.

Accessing forum features via the menu

If you open a forum discussion via the project list, the contents will be presented in a way that is analog to the other project types of EFS:

• The survey menu lists the most important information on the project.
• The Project properties menu contains the familiar properties of forum topics.
• The Contents menu contains the threads and posts, in analogy to the Website menu.
• The Export menu contains the familiar Export options.

Managing Forums

The starting point for forum management is the menu Website → Panel websites → {Selected language version} → Forums. In this menu you can edit forums, start new topics and administrate ongoing discussions.

Forum overview

The forum overview contains all forums created for the specified language version including name, description and number of topics.

If you want to view forums of another language version in a given installation with several websites and/or language versions, simply change the settings in the upper section of the dialog. You can use the View function to change the number of table columns displayed as well as the number of rows per page. You can search the content of the overview table.

Editing options

If you click on the Create forum button, the dialog for creating a new forum is opened.

By clicking on the title of a forum, you open its list of topics. Click the title of the topic, and you will get to the individual posts.

Use the icons in the “Actions” column to edit individual forums:

• Edit: Opens the dialog for changing forum properties. For detailed information on the properties.
• Edit topics: Opens the list of topics of the selected forum.
• Copy: Copies the selected forum. The posts are not copied, as this is usually not advisable.
• Export posts: Triggers an export of all posts of the forum.
• Assign bonus points: The form for assigning bonus points to the participants is opened.
• Set rights: You can restrict the access rights of user teams to individual forums.

• Delete: The forum is deleted after a confirmation prompt. Please note that all data are irrevocably lost in the process. If you really no longer need a certain forum, we recommend exporting the posts before deleting it.

Forum Properties

The table lists all properties a forum can have.

Creating and Managing Topics

A forum usually contains different topics for discussion, which are specified by the administrator. The panelists can start threads related to a topic and post contributions, but cannot create topics themselves.

List of topics

To view a forum’s topics, just click on its title in the forum overview. Alternatively, use the Edit topics icon.

The list of topics contains all topics of the selected forum with description, number of threads, field period and status.

Editing options

If you click on the Add topic button, the dialog for creating a new topic is opened.
By clicking on the title of a topic, you will get to the individual posts.

Use the icons in the “Actions” column to edit individual topics:

• Edit: Opens the dialog for changing topic properties. For detailed information on the properties.
• Edit posts: Opens the list of posts.
• Copy: Copies the selected topic. The posts belonging to the topic are not copied, asthis is usually not advisable.
• Export posts: Triggers an export of all posts of the topic.
• Delete: The topic is deleted after a confirmation prompt. Please note that all data are irrevocably lost in the process. If you really no longer need a certain topic, we recommend exporting the posts before deleting it.

Topic Properties

The table lists all properties a topic can have.

Creating and Managing Threads

A topic usually contains different discussion threads. They are started by the moderator or, if you configure the topic accordingly, by the panelists as well.

Overview of threads for a topic

To view existing threads for a topic in the admin area, just click the title of the desired topic in the topic list. Alternatively, use the Edit posts icon.

The list of threads contains all threads of the selected topic with number of posts, “Locked” status and rating statistics.

Editing options

If you click on the Add thread button, the dialog for creating a new thread is opened.

By clicking on the title of a thread, you will get to the individual posts.

If you click on the No link in the “Locked” column, the panelists keep read access to the thread, but they cannot post anymore.

From EFS 10.4: If you click on the No link in the “Sticky” column, the thread is positioned at a fix position at the top of the thread list and marked with a dedicated icon.

Use the icons in the “Actions” column to edit individual threads:

• Delete: The thread is deleted after a confirmation prompt. Please note that all data are irrevocably lost in the process. If you really no longer need a certain thread, we recommend exporting the posts before deleting it.

From EFS 10.6: You can bulk-delete several threads at once by ticking the checkboxes of the superfluous threads and selecting „Delete threads“ in the drop-down list below.

Thread properties

The table lists all properties a thread can have in detail.

Editing Forum Posts from the Admin Area

As moderator you can make use of additional features for your own contributions when posting via the admin area or, if required, change or remove posts of discussion participants.

Overview of topic posts

To view existing topic posts in the admin area, just click the title of the desired topic in the topic list. Alternatively, use the Edit posts icon.

The overview lists all posts for the selected topic and their most important properties.

Editing options

If you click on the Add post button, the dialog for creating a new post is opened.

By clicking on the title of a topic, you will get to the properties of an existing post.

Using the yes / no links in the “Sticky” column, you can display a key post in a highly visible position above the thread.

The icons in the “Actions” column give the following editing options:

• Edit: Opens the edit dialog for the propierties of an existing post.
• Delete: The post is deleted after a confirmation prompt.

Post properties

The table lists all properties a post can have in detail.

Linking from Forum Posts to Surveys

Good community moderators keep switching between different methods of communication and survey. For example, ideas developed during brainstorming in the forum may be tested with a quantitative survey of a larger number of participants. Afterwards, interesting comments from the survey will be played back to the community and discussed in the forum. In order to achive smoother transitions between different survey methods, a dedicated function allows moderators to insert direct access codes for panel surveys in their forum posts.

• When you prepare your moderator post in the admin area, you will find an Insert survey link button above the entry form. Clicking on this button will prompt a window where you can select the desired survey. The syntax for the link will then be inserted into your post automatically.
• If a panelist belonging to an active sample of this survey reads your post, he will see his personal clickable authentication link.

Assigning Bonus Points

In many communities, bonus points are awarded for participation in forum discussions. From EFS 10.4, the bonus points can be awarded automatically. But manual, focused allocations are possible as well.

Assigning bonus points

1. To assign points, click on the Assign bonus points icon in the overview.
2. Fill in the form.
3. Confirm by clicking on Check.
4. The software then checks how many panelists the specified criteria apply to and how many bonus points will be assigned if you proceed.
5. Click on Assign points to trigger the assignment of points.

Configuration options

The table lists the configuration options for the assignment of bonus points.

Exporting Posts from a Forum or a Selected Topic

You can export the posts of a forum or a selected topic, e.g. for external analysis. Images and other files which are used by the panelists to enrich their posts can be included, if necessary.

To do so, please proceed as follows: Search for the forum you wish to select in the forum overview or the topic in the topic list, respectively. Specify the file type (Excel or CSV) and the character set. If you need the uploaded files, tick “Export including attached files”. Click on Download and save the data on your PC.

The export file contains all posts of the forum or the topic, respectively, with the following details:

• Selected panelist data: The author’s pseudonym (pseudonym), account name (u_account), first name (u_firstname), name (u_name), e-mail address (u_email), an alternative ID (u_other_id) and cell phone number (u_mobile)
• Selected system data: Panel entry date (penter_date), panel status (pstatus)
• Forum-specific data: Date and time of post (dt), ID (topic_id) and title (topic_title) of the topic, post ID (id), position in the thread structure (path), title (title), text (description) and number and result of the community rating (rating_cont, rating_average).

If you have activated “Export including attached files”, the export file described above and the associated files will be exported in a compressed zip file. The associated files are named according to the following scheme: TopicD_UserID_filename.extension.

Discussions

If you want to encourage a quick exchange of ideas among your panelists or create a guestbook, you can create a discussion.

The discussion tool is the “light” version of the forum. You can use it for types of communication that are characterized by a quick and unstructured sequence of short posts, such as a bulletin board or a guestbook, for example. For detailed discussions requiring a thread structure and features such as “reply w/quote” or embedding images, you may want to use the familiar forum.

Due to its flexibility, the discussions tool supports a variety of different scenarios:

• You can create and manage various discussions (“discussion sections”) for each language version of your website.
• From EFS 10.3, it is possible to create a teaser that automatically displays the most recent, best rated or most frequently rated discussion posts.
• As in the forum, you can decide whether all visitors, only panelists, or only members of a specific panel group will be permitted to visit a discussion, and whether the panelists may be actively involved in any discussions or merely allowed to read.
• The moderation features familiar from the forum (e.g. selection of publishing mode, stickying) are available as well.
• A simple WYSIWYG editor allows the panelists to create appealing posts. Such an editor has been integrated in the sample pages of the standard panel.
• A post usually consists of name, date, and body text. It is up to you to decide whether a subject header should be used.
• If a panelist posts a new comment, an automatic reload of the list is triggered.
• You can create as many discussions as you like. Please mind, though, that the resulting amounts of data may affect the performance of the panel installation. Therefore, it is recommended to limit the discussions to at most 1,000 posts. Furthermore, you can export the posts of old discussions and subsequently delete the discussions.

Work steps

Setting up a discussion involves the following steps:

• Creating a discussion section.
• Publishing a first post and/or enabling the panelists to post.
• Creating a page for the discussion and referencing the appropriate section.
• Monitoring, and if necessary, actively controlling the discussion if the panelists are allowed to post.

Managing Discussions

The discussions are managed from the Website → Panel websites → {Selected language version} → Discussions menu. In this menu, you can edit existing discussion sections, create new sections, and moderate ongoing discussions.

Overview of discussions

The overview table lists all the discussion sections created for the respective language version along with their titles, descriptions, and the number of posts.

If, in an installation with multiple websites and/or language versions, you want to view the discussions of another language version, change the setting in the upper part of the dialog. With the View function, you can specify which table columns and how many rows per page will be displayed. You can search the contents of the overview table.

Edit options

Click on the Create section button to open the dialog for creating a new discussion section. .

Click on the title of a discussion section to open the list of the existing posts. Click on the topic of a post to edit its properties.

Via the icons in the “Actions” column you can edit individual discussion sections:

• Edit: This opens the dialog for editing the section properties.
• Show posts: Opens the list of posts.
• Copy: The desired section will be copied. The posts will not be copied, though, as this is usually not very practical.
• Export posts: This triggers the export of all the posts in this section.
• Delete: The selected section will be deleted following a confirmation prompt. Please bear in mind that all data will be irretrievably lost. If you really do not need a particular section anymore, you should make use of the possibility to export the posts prior to deleting.

Discussion properties

The table lists all the properties a discussion section can have.

Editing Discussion Posts from the Admin Area

As a moderator you normally have a moderator or test account that allows you to use the same functions on the website as the panelists. For the most part, however, you will be working from the admin area: There are a number of moderation functions at your disposal.

Overview of the posts in a discussion

In order to view the existing posts in the admin area, click on the desired discussion in the section overview. Alternatively, you can also use the Show posts icon.

The overview lists the topics and contents of all posts in the selected discussion. It also shows the names of the authors, date, importance, and release status.

Edit options

Click on the Add post button to open the dialog for creating a new post. The form is explained in detail in Table 14.7.

Click on the title of a post to open a list of its properties.

Via the icons in the “Actions” column you can edit individual posts:

• Edit: This also opens the dialog for editing the properties of an existing post.
• Delete: The selected post will be deleted following a confirmation prompt.

With the “Actions” checkbox and the drop-down list below the table you can also apply various actions to several posts at once:

• Set release status to “approved” / “not checked” / “blocked”: Changes the release status of the selected posts.
• Delete posts: The selected posts will be deleted following a confirmation prompt.

Properties of posts

The table provides a detailed list of all the properties a post can have.

Exporting Discussion Posts

You can export the posts from a discussion for e.g. external evaluation

To do so, locate the desired discussion section in the overview and select the Export posts icon. After specifying the file type (Excel or CSV) and the character set you can download the export file.

The export file contains all the posts from that discussion with the following information:

• Selected panelist data: the author’s pseudonym (pseudonym), account name (u_account), first name (u_firstname), name (u_name), e-mail address (u_email), an alternative ID (u_other_id), and cell phone number (u_mobile)
• Selected system data: panel entry date (penter_date), panel status (pstatus)
• Discussion-specific data: date and time of post (dt), post ID (id), topic (title), text (description) and number and result of the community rating (rating_cont, rating_average).

Integrating a Discussion into the Website

If you want to set up a discussion, please proceed as follows:

1. On the desired page, create a page module of the “Discussion” type.
2. Configure the setting options as required.
   – Select the “func_discussion” module template.
   – Make sure that the appropriate discussion section is selected.

Chats

In addition to forums and discussions, EFS supports chats as well.

• You can create and manage various chats (“chat sections”) for each language version of your website.
• As in the forum, you can decide whether all visitors, only panelists, or only members of a specific panel group will be permitted to visit the chat. Only logged-in panelists can contribute.
• A post usually consists of name, date, and body text.
• If a panelist posts a new comment, an automatic reload of the list is triggered.
• Optionally, the panelists can auto-scroll to the latest post.
• You can create as many chats as you like. Please mind, though, that the resulting amounts of data may affect the performance of the panel installation. Therefore, it is recommended to limit the chats to at most 1,000 posts. Furthermore, you can export the posts of old chats and subsequently delete the chats.

Work steps

Setting up a chat involves the following steps:

• Creating a chat section.
• Creating a page for the chat and referencing the appropriate section.
• Monitoring, and if necessary, actively controlling the chat if the panelists are allowed to post.

Managing Chats

The chats are managed from the Website → Panel websites → {Selected language version} → Chats menu. In this menu, you can edit existing chat sections, create new sections, and moderate ongoing chats.

Overview of chats

The overview table lists all the chat sections created for the respective language version along with their titles, descriptions, and the number of posts.

If, in an installation with multiple websites and/or language versions, you want to view the chats of another language version, change the setting in the upper part of the dialog. With the View function, you can specify which table columns and how many rows per page will be displayed. You can search the contents of the overview table.

Edit options

Click on the Create section button to open the dialog for creating a new chat section.

Click on the title of a chat section to open the list of the existing posts. Click on the topic of a post to edit its properties.

Via the icons in the “Actions” column you can edit individual discussion sections:

• Edit: This opens the dialog for editing the section properties.
• Show posts: Opens the list of posts.
• Copy: The desired section will be copied. The posts will not be copied, though, as this is usually not very practical.
• Export posts: This triggers the export of all the posts in this section.
• Delete: The selected section will be deleted following a confirmation prompt. Please bear in mind that all data will be irretrievably lost. If you really do not need a particular section anymore, you should make use of the possibility to export the posts prior to deleting.

Chat properties

The table lists all the properties a discussion section can have.

Editing Chat Posts from the Admin Area

As a moderator you normally have a moderator or test account that allows you to use the same functions on the website as the panelists. For the most part, however, you will be working from the admin area: There are a number of moderation functions at your disposal.

Overview of the posts in a chat

In order to view the existing posts in the admin area, click on the desired chat in the section overview. Alternatively, you can also use the Show posts icon.

The overview lists the contents of all posts in the selected chat. It also shows the names of the authors, date and release status.

Edit options

Click on the Add post button to open the dialog for creating a new post.

Via the icons in the “Actions” column you can edit individual posts:

• Edit: This opens the dialog for editing the properties of an existing post.
• Delete: The selected post will be deleted following a confirmation prompt.

With the “Actions” checkbox and the drop-down list below the table you can also apply various actions to several posts at once:

• Set release status to “approved” / “not checked” / “blocked”: Changes the release status of the selected posts.
• Delete posts: The selected posts will be deleted following a confirmation prompt.

Properties of posts

The table provides a detailed list of all the properties a post can have.

Exporting Chat Posts

You can export the posts from a chat for e.g. external evaluation

To do so, locate the desired chat section in the overview and select the Export posts icon. After specifying the file type (Excel or CSV) and the character set you can download the export file.

The export file contains all the posts from that chat with the following information:

• Selected panelist data: the author’s pseudonym (pseudonym), account name (u_account), first name (u_firstname), name (u_name), e-mail address (u_email), an alternative ID (u_other_id), and cell phone number (u_mobile).
• Selected system data: panel entry date (penter_date), panel status (pstatus).
• Chat-specific data: date and time of post (dt), post ID (id) and text (description).

Integrating a Chat into the Website

If you want to set up a chat, please proceed as follows:

1. On the desired page, create a page module of the “Chat” type.
2. Configure the setting options as required.
   – Select the “func_chat” module template.
   – Make sure that the appropriate discussion section is selected.

Downloads

EFS Panel provides a download management function for the panel website. It allows you to create download lists which the panelists can use to download or even exchange files. Such download lists can be used in a variety of scenarios:

• You can set up a download section containing important information on the panel. In a panel addressing children and teenagers, for example, you might want to provide information for parents and teachers. Or you could make legally relevant texts, such as term of use or data privacy rules, available for download.
• You can provide data which are related to the subject of the panel or a currently running survey. If the panelists are expected to keep complex shopping diaries, for example, you can provide instructions or tips which new panelists can download and print.
• If you use EFS Panel as the platform for a community, you can allow the panelists to use the upload function and thus support the exchange of images, for example.

Work steps

Setting up a download list involves the following steps:

• Creating a download section.
• Uploading files or enabling the panelists to upload files.
• Creating a page for the download list and referencing the appropriate section.
• Monitoring, and if necessary, actively controlling the uploading activities if the panelists are allowed to upload files.

Managing Download Sections

The file lists are managed from the Website → Panel websites → {Selected language version} → Downloads menu. In this menu you can set up download sections, upload files, and check files uploaded by the panelists.

Overview of the download sections

The overview table lists all the download sections created for the respective language version along with their titles, descriptions, and the number of files.

If, in an installation with multiple websites and/or language versions, you want to view the downloads of another language version, you change the setting in the upper part of the dialog. With the View function, you can specify which table columns and how many rows per page will be displayed. You can search the contents of the overview table.

Edit options

Click on the Create section button to open the dialog for creating a new download section.

Click on the title of a download section to open the list of existing files. Click on the title of a file to edit its properties.

Via the icons in the “Actions” column you can edit individual download sections:

• Edit: This opens the dialog for editing the section properties. Table 19.11 provides a detailed explanation of the properties.
• Edit files: This opens the list of files in the respective section.
• Copy: The desired section will be copied. The files will not be copied, though, as this is usually not very practical.
• Delete: The selected section will be deleted following a confirmation prompt. Please bear in mind that all files will be irretrievably lost.

Properties of download sections

The table lists all the properties of download sections.

Editing Files from the Admin Area

As a moderator you normally have a moderator or test account that allows you to use the same functions on the website as the panelists. For the most part, however, you will be working from the admin area: There you have further-reaching access rights - for example, you can still upload files when the panelists are not allowed to do so - and various moderation functions are available.

File list for a section

In order to view the existing files in the admin area, click on the desired download section in the section overview. Alternatively, you can also use the Edit files icon.

All files are listed with their titles, descriptions, and file names. Displayed date of creation, release status, and the number of downloads are also shown.

Edit options

Click on the Add file button to open the dialog for uploading a new file.

Click on the title of an existing file to view its properties.

The icons in the “Actions” column provide the following editing options:

• Edit: This also opens the dialog for editing the properties of an existing file.
• Delete: The selected file will be deleted following a confirmation prompt.

Properties of files

The table provides a detailed list of all the properties a file can have.

Integrating a Download Section into the Website

If you want to set up a download list, please proceed as follows:

1. On the desired page, create a page module of the “Downloads” type.
2. Configure the setting options as required. Table 19.11 provides an overview.
   – Select the “func_download” module template.
   – Make sure that the appropriate download section is selected.