Open the People → Panelists administration menu and click the Add panelist button.
Fill in the form. The details marked with an * must be entered.
If you wish to create a tester account, select the “Tester” status.
When using panelist profiles, you can define the visibility of the profile data for the new panelist in the “Profile visibility” section. In the example shown below, the profile will not be made visible to others immediately after the creation, the reception of private mails is deactivated initially.
Confirm by clicking on Create account.

Import Panelists

You can import externally created lists of future panel members, which include their participant data, their master data as well as selected system data and use them to generate new panelist accounts.

Information

Panelist import should not be confused with updating parnelist and master data via import, another EFS feature which is introduced in Chapter "Updating Panelist Data". It does not involve creating new panelists; it merely involves updating parts of a data record or the entire record for an existing panelist.

Please proceed as follows:

Switch to the People → Panelists administration menu.
The dialog where the import takes place is opened by clicking on the Import panelists button.
EFS provides a preformatted import template already containing all necessary columns. It can be downloaded by clicking on Download import template.
Open the template in a suitable program, e.g. in Excel, and enter the data.
Save the file in Excel or CSV.
Prepare the import:
> If you want the imported panelists to be characterized by a common way of entry, create this way of entryaccording to the instructions given in Chapter "Recruiting Panelists". This is recommended because subsequently, it will be easy for you to recognize the imported panelists in the overall pool and, if required, organize them in special groups.
> If you wish to group the imported panelists together into their own group immediately, create this group according to the instructions given in Chapter "Creating and Editing Groups".
Go back to the import dialog.
Select the appropriate character set.
In the “Source (CSV and Excel)” field, select the name of the file containing the import data.
Verify that the checkbox in the field “First row includes column labels” is set appropriately. Normally, it should be activated.
Optionally, you can select a way of entry.
Optionally, if you wish to group the imported panelists together immediately, you can specify the category and group.
Select the panel status to be assigned to the imported panelists.
Specify the language version through which the panelists are going to enter the panel.
When using panelist profiles, you can define the visibility of the profile data for the new panelist in the “Profile visibility” section. In the example shown below, the profile will not be made visible to others immediately after the creation, the reception of private mails is deactivated initially.
Click on the Send file button to start the import operation.
In the next step, all columns of the import file must be matched with the appropriate database fields. For the panelist import, the database fields are displayed on two separate tabs Participant data and Master data. If you have used the template without changing the column labels, as recommended, the software will carry out the allocation automatically.
After checking the allocations on the Participant data tab, confirm by clicking on Save allocation.
Switch to the Master data tab. After checking these allocations, confirm by clicking on Save allocation. Then, click on Proceed to preview.
In the import preview all the data records are displayed as they will be imported into the project. The traffic-light icon in the “Status” column indicates whether the data record is complete and logically coherent. If the icon is red, i.e. if an error occurred, the reason for this will be indicated when hovering the cursor over the icon. In one of the data records shown in Figure 6.8, for example, the e-mail address has not been entered properly.
If necessary, use the Edit and Delete icons to open and subsequently edit resp. delete specific data records. Afterwards, use the Back link to return to the overview.
Start the import by clicking on the Import button.

Information

The import may take some time, depending on the amount of data. Do not close the browser. If required, open a second browser window before starting the import and continue your work there until the import has been completed. If you wish to import a large number of data records (> 5,000), you should work with several smaller import files.

After completion of the import operation, you will be shown how many data records have been created and how many have not been created due to problems.
By clicking on the Download results button you can retrieve an Excel file containing the following information:
> all data contained in the import file
> the “result” column contains the import result, i.e. a message “Data record import successful” or “Data record not imported”.
> in case of problems, the reason will be indicated in the “messages” column.
If necessary, you can correct the data records that were not successfully created directly within this file, delete the data records created successfully, and use this file for a new import attempt.

Data to be Imported in Detail

Before performing the import, you must specify which data will be imported and how they will be saved. The following data must or can be entered for a panelist import:

Participant data: The e-mail address must be present, all other data is optional.
Optionally, you can import passwords, bonus points and a reason for the allocation of bonus points. See the following sections.
You can optionally import either all master data or selected master data.
The system data listed in the table below is created automatically.

Importing passwords

Usually, initial passwords for imported panelists are generated automatically during the import process. Then, a reset link is dispatched. But it is also possible to import existing passwords.

Enter the initial passwords in the “u_passwd” column of the import file.
Length and content of the passwords must match the security criteria defined for the respective language version.

Information

Usually, you will send links for resetting the passwords to imported panelists in the invitation. Please use the wildcard #password_recovery_url# for this purpose.

Importing an start value for bonus points and a reason

Optionally, you can credit the accounts of the panelists with bonus points during import. Just enter the desired number of bonus points in the “credit_points” column of the import file.

A reason for the allocation of points which will be displayed in the account statement and the bonus points log can also be imported g. To do this enter the desired text in the “descr” column. If you import bonus points without adding your own text, the default text “Balance on YYYY-MM-DD HH:MM:SS” will be used.

Importing master data

Optionally, you can include either selected master data or all of them in the panelist import. The master data variables must be created in advance according to the instructions given in Chapter "Master Data".

Information

To update master data, use the Update panelist data function . This will merely update the records of existing accounts, but not create new accounts.

System data that are automatically set during import

Some system variables are set automatically during import. The following table describes which values they take on during import.

Variable name	Automatic setting	Meaning
pstatus	1 (Admitted temporarily)	The panel status.
pinput	2 (Data import)	The mode of entry.
pcredit_points	Contains the value of the “credit” import variable if values for that variable have been imported. Additionally, an entry in the detailed account management table is created.	The total sum of bonus points.
pstatus_date	The current system date during the import operation.	The date of the import.
penter_date	The current system date during the import operation.	The date of entry into the panel.
pseudonym	Created individually.	The pseudonym.
md_status	12	The status in the master data survey.
reg_code	The value will be set if a way of entry has been selected in the import dialog.	The way of entry.

Field	Explanation
Search in all fields	See above.
Language version	Indicates which panel site and language version a panelist you are searching for used to register or which panel site and language version was preset as an attribute during import.
Name	The panelist’s last name.
First name	The panelist’s first name.
E-mail	The e-mail address.
Homepage	The panelist’s homepage.
Street	The street.
City	The city.
Zip code (from) / (to)	The zip code range.
Phone	Phone number.
Member status	Allows you to access panelists with a specific panel status.
Status	The search can be restricted by panel status, to as an additional status in customized panels to describe the reliability of panelists. Cannot be used in the standard panel.
Group category	The search can be restricted to one category.
Group members	Allows you to access panelists who belong to groups that have already been created. Clicking on the Binoculars icon opens a popup window, in which you can select the group. In addition you can choose from between two search methods: Search for exactly this group Search for all groups with this name fragment
Pseudonym	Anonymized panelist ID, e.g. found in exported data records.
Member entered panel via	Indicates how the panelist you are searching for entered the panel, e.g. by data import or admin entry.
Ways of entry	Attribute assigned during registration.
Number of master data survey invitations from / to	Allows you to search for panelists that have received a specific number of invitations to the master data survey.
Date of entry from / to	Allows you to search for panelists who have registered within a specific period.
Date of last master data invitation was before	Allows you to search for panelists who have last been invited to the master data survey quite some time ago.
Duplicates status	The status output from the duplicates check.
PCI value	Describes the reliability of panelists.
Show additional master data variables	Expands the table with columns that contain the selected master data.

Action	Meaning
Default mail	This action opens the standard dialog for e-mail dispatch. Here you will find mail templates of the “default mail” type.
Welcome mail	Candidates will usually receive an automatic welcome mail after submitting their registration form. Alternatively, this action allows you to manually trigger the mail dispatch. It opens the standard dialog for e-mail dispatch. Here you will find mail templates of the “welcome mail” type.
Password recovery mail	This action opens the standard dialog for e-mail dispatch. Here you will find mail templates of the “password recovery mail” type. Please make sure that the text of these templates contains the wildcard #password_recovery_url#: This will be replaced with a link for resetting the password when the mail is sent.
Master data survey	This action opens the standard dialog for e-mail dispatch. Here you will find mail templates of the “master data invitation mail” type. After the invitation has been sent, the number of invitations to the master data survey will be increased by 1 (“num_inv” export variable) and the invitation date (“inv_date” export variable) set to the current date in the respective panelists’ system data.
Registration error mail	This action opens the standard dialog for e-mail dispatch. Here you will find mail templates of the “registration error mail” type.
Duplicates check mail	This action opens the standard dialog for e-mail dispatch. Here you will find mail templates of the “duplicates check mail” type.
Bulk edit	This action allows you to change the value of a specific master data item for all selected panelists in one single operation.
Reset and delete data	The panelist’s statusin the master data surveyis reset to “active”. If the panelist has participated before, he may participate again. The survey data are reset, i.e. deleted, however, the master data variables arenotchanged. Please note: Bonus point allocations from a final page or by bonus trigger cannot be reset by using this action. Please use the “Allocate bonus points” action described below or go to the detail view to manipulate the bonus points of the affected panelists.
Reset without deleting survey data	The panelist’s statusin the master data surveyis reset to “active”. The survey data arenotdeleted, the master data variables arenotchanged.
Define profile visibility	When using panelist profiles, this action allows you to change the visibility of the selected panelist’s profile data.
Assign to group	With this action, you can assign the selected panelists to a specifc group.
Allocate bonus points	This action allows you to allocate or subtract bonus points or to reset the selected panelists’ accounts to zero. The reasons you enter will be displayed on the account balance page visible to the panelist, if that page contains the corresponding wildcard {bal_title} (which is the case in the standard panel).
Reset duplicates status	This action allows you to reset the duplicates status of the selected panelists to “not checked”. They will be subjected to the duplicates check again.
Export login links	This action allows you to export the login links of selected panelists.
Delete panelists	The selected panelists will be removed past recovery. Please mind: This action cannot be reversed.
Change status to	This action allows you to change the status of the selected panelists Please mind: The action “Delete panelists” (see above) is used to assign the status “deleted”.

Field	Meaning
Pseudonym	Encoded unique panelist ID.
Panelist code	Code the panelist can use to log directly into the panel.
Way of entry	Indicates way of entry via which panelist reached the panel.
Canvasser	If the panelist reached the panel on the basis of recommendation the name of the canvassing panelist is listed in this field.
Number of recruited panelists	The number of friends this panelist has recruited in tell-a-friend campaigns, divided into: Number of friends invited Number of friends who registered as panelists Number of friends who have completed the master data survey
Mode of entry	Characterizes the nature of entry, for example by data import or manual entry.
Admitted to panel on	Panel entry date saved in “penter_date” system data.
Last modification by	Records who last changed the account data. The information is saved in the “last_mod_user” system data item.
Last modification	The date of last modification of account data.

Field	Meaning
IP address on registration	From the panelist’s IP address conclusions can be drawn regarding identity, place of residence, country or Internet connection. This can be helpful, for example, if there is any suspicion of dual accounts being maintained or other forms of abuse. Please note: The determination of hostnames and IP addresses is possible only to a certain extent, due to legal and technical reasons.
Host name on registration	From the host name conclusions can be drawn regarding the panelist's identity, place of residence, country or Internet connection. Please note: The determination of hostnames and IP addresses is possible only to a certain extent, see above.
Number of panel sessions	Total of all previous panel sessions conducted by the panelist. Calculated from the number of successful logins.
Number of page views	Total of all page views triggered by the panelist during panel sessions to date.
Date of last login	Indicates when the panelist last logged in to the panel successfully.

Field	Meaning
Number of panel sessions	Total of all previous panel sessions conducted by the panelist. Calculated from the number of successful logins.
Number of page views	Total of all page views triggered by the panelist during panel sessions to date.
Date of last login	Indicates when the panelist last logged in to the panel successfully.

Panelists Administration

Simple Search

Extended Search

Add Panelists

Import Panelists

Data to be Imported in Detail

List of Panelists

Editing Panelists

Actions

Add Panelists

Updating Panelist Data

Executing an Update

Panelists Import from Employee Project

Viewing and Changing a Panelist’s Master Data

Viewing the Incentives History

Documenting Contacts

Viewing a Panelist’s Login Data

Viewing and Using Login Links

Resetting 2FA

Viewing and Changing Member Information

Viewing Session Data

Viewing Change History of Panelist Data

Candidates

The List of Candidates

Inviting Candidates to the Master Data Survey

Duplicates Check

Function in detail

Activating the duplicates check

Configuring the duplicates check

Viewing results

Access right to configurate the duplicates check

Type of comparison	Meaning	Parametrization
Equality (integer)	Is applied to data of the “Integer” type. The entries must be identical.	-
Equality (numeric)	Is applied to data of the “Integer” or “Float” type. The entries must be identical.	-
Equality (text)	Is applied to data of the “Text” type. The entries must be identical. Entries are considered “identical” if their letter strings are similar regardless of upper or lower case, punctuation, and space characters. For example, the following entries would be identified as “identical” in the check: Tivian TiVIaN TIVIAN T.I.V.I.A.N. T-I-V-I-A-N ti vian	-
Similarity (%)	Can be applied to data of any type. The entries must match to a predetermined degree (match percentage).	Minimum match percentage for the two values
Distance (numeric)	Is applied to data of the “Integer” or “Float” type.	Maximum absolute distance between both values (i.e. the amount of the difference between both values)