Education Hour: Panel Management Inside and Out

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In this month's Education Hour we are offering some advice and best practices for managing a research panel. If you have ever thought about building a community for your research, or if you already have one, this will be very valuable information for you.

Some topics this month include:

Frequently asked questions answered
Panel administration and setup
Measuring attrition and health
Integration and engagement tools
Panel tips, tricks and examples
Live Q&A

Published in: Education, Business, Technology
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Education Hour: Panel Management Inside and Out

  1. 1. EDUCATION HOUR June 2014 Wednesday, June 25, 14
  2. 2. Agenda ... “WELCOME!” 1 hour Monthly overview of tips and tools to make the usage of Survey Analytics more efficient and even fun to use to meet your research goals. Debut new products/services now available to all current clients Great way to review enhancements to existing license! All Clients Welcome! Wednesday, June 25, 14
  3. 3. Q & A Session: Panel Management Wednesday, June 25, 14
  4. 4. GOT QUESTIONS? WE GOT ANSWERS... • The cost/benefits of creating and managing your own panel • Panel Creation Q & A • Panel Editing Q & A • Rewards and Incentives Q & A • Panel Deployment Strategies Q & A • Panel Analysis Q & A • Consulting and Panel Ramp Up programs from Survey Analytics • Demo Wednesday, June 25, 14
  5. 5. DIDYOU KNOW... All licenses come with access to build one customized panel and host up to 500 panelists Get Started Today! If you require more than 500+ panelists please speak to dedicated Customer Success Manager for quote *Panel can be used for online and mobile market research projects Wednesday, June 25, 14
  6. 6. DIDYOU KNOW... All licenses come with access to build one customized panel and host up to 500 panelists Get Started Today! If you require more than 500+ panelists please speak to dedicated Customer Success Manager for quote *Panel can be used for online and mobile market research projects Wednesday, June 25, 14
  7. 7. COST BENEFITS OF PANEL “How does the benefit of using a panel solution compare with other services that might do the recruiting and programing all together?” VS. Wednesday, June 25, 14
  8. 8. COST BENEFITS OF PANEL *Save $$$ on purchasing sample *Have greater control over quality of respondents *Recruit *Engage *Maintain - Enhance any current social media customer interaction - Quicker responses =Quicker Decisions “% of research with Panel greater than without” Wednesday, June 25, 14
  9. 9. COST BENEFITS OF PANEL *Save $$$ on purchasing sample *Have greater control over quality of respondents *Recruit *Engage *Maintain - Enhance any current social media customer interaction - Quicker responses =Quicker Decisions “% of research with Panel greater than without” Wednesday, June 25, 14
  10. 10. PANEL CREATION Q & A Wednesday, June 25, 14
  11. 11. PANEL CREATION Wednesday, June 25, 14
  12. 12. PANEL CREATION “What is the best and fastest way to build a panel?” Wednesday, June 25, 14
  13. 13. PANEL CREATION “What is the best and fastest way to build a panel?” Wednesday, June 25, 14
  14. 14. PANEL CREATION “What is the best and fastest way to build a panel?” “We're already set up... are we set up properly at each step? Can SA help us to understand what we are doing that could be improved?” Wednesday, June 25, 14
  15. 15. PANEL CREATION “What is the best and fastest way to build a panel?” “We're already set up... are we set up properly at each step? Can SA help us to understand what we are doing that could be improved?” Wednesday, June 25, 14
  16. 16. PANEL CREATION “What is the best and fastest way to build a panel?” “We're already set up... are we set up properly at each step? Can SA help us to understand what we are doing that could be improved?” “What is the time investment in creating a panel?” Wednesday, June 25, 14
  17. 17. PANEL CREATION “What is the best and fastest way to build a panel?” “We're already set up... are we set up properly at each step? Can SA help us to understand what we are doing that could be improved?” “What is the time investment in creating a panel?” Wednesday, June 25, 14
  18. 18. PANEL CREATION MUST-DOS * DIY: Dedicate a person or team to work on panel * Get access database of potential panelist * Develop recruitment & maintenance plan (hardest) * Set up Panel in SA: 1. Recruitment page & panel portal 2. If recruiting from external page, set up integration 3. Determine and set up panel profile 4. If using database, upload panelists. Enable “opt-in” if needed. 5. Set up basic rewards program 7. Create a “Test Group” within panel Wednesday, June 25, 14
  19. 19. PANEL CUSTOMIZATION “How much flexibility & creativity do I have for customizing my panel?” Wednesday, June 25, 14
  20. 20. PANEL CUSTOMIZATION Use CSS to customize look and feel of panel *Panel Portal *Recruitment page If you don’t like our recruitment templates, use your own! Set up integration external pages *If you don’t have a css designer, we can help you! Wednesday, June 25, 14
  21. 21. PANEL CUSTOMIZATION Use CSS to customize look and feel of panel *Panel Portal *Recruitment page If you don’t like our recruitment templates, use your own! Set up integration external pages *If you don’t have a css designer, we can help you! Wednesday, June 25, 14
  22. 22. PANEL CUSTOMIZATION Use CSS to customize look and feel of panel *Panel Portal *Recruitment page If you don’t like our recruitment templates, use your own! Set up integration external pages *If you don’t have a css designer, we can help you! Wednesday, June 25, 14
  23. 23. PANEL EDITING Q & A Wednesday, June 25, 14
  24. 24. PANEL EDITING Wednesday, June 25, 14
  25. 25. PANEL EDITING “How do I add more information to a panel from a previous survey?” Wednesday, June 25, 14
  26. 26. PANEL EDITING “How do I add more information to a panel from a previous survey?” “Is there a way to add panelist information without needing to create profile fields?” Wednesday, June 25, 14
  27. 27. PANEL EDITING “I would like to know more about the possibilities and limitations of updating member profile fields from within a survey.” “How do I add more information to a panel from a previous survey?” “Is there a way to add panelist information without needing to create profile fields?” Wednesday, June 25, 14
  28. 28. PANEL EDITING “I would like to know more about the possibilities and limitations of updating member profile fields from within a survey.” “What are my options for editing a panel, especially if I've already deployed the panel and notice an error?” “How do I add more information to a panel from a previous survey?” “Is there a way to add panelist information without needing to create profile fields?” Wednesday, June 25, 14
  29. 29. PANEL EDITING: BEST PRACTICES When you need to make changes to your panel: * It’s best to make changes before or after your project is completed. Not During...Ever * Changes made to a panel after projects were deployed (ex. Profile) will not be included in raw data in Survey Analytics, but it will be available in the panel history (raw data is here, too) Found an Error? 1. Close previous batch project in the Panel ASAP 2. Send notifications to panelists, 3. make the needed changes 4. Redeploy survey to panel Wednesday, June 25, 14
  30. 30. REWARDS & INCENTIVES Q & A Wednesday, June 25, 14
  31. 31. REWARDS & INCENTIVES Wednesday, June 25, 14
  32. 32. REWARDS & INCENTIVES “What is the most cost-effective way to incent panel members?” Wednesday, June 25, 14
  33. 33. REWARDS & INCENTIVES “What is the most cost-effective way to incent panel members?” “I would really like some tips or pointers on how to maximize the capability of using this part of the panel system, so that it performs to its full potential. In particular, it would be fantastic to see a demonstration of how to automate rewards.” Wednesday, June 25, 14
  34. 34. REWARDS & INCENTIVES “What is the most cost-effective way to incent panel members?” “I would really like some tips or pointers on how to maximize the capability of using this part of the panel system, so that it performs to its full potential. In particular, it would be fantastic to see a demonstration of how to automate rewards.” “What are Industry best practices, non-monetary incentives {ideas}, and sharing results?” Wednesday, June 25, 14
  35. 35. PANEL DEPLOYMENT STRATEGIES Wednesday, June 25, 14
  36. 36. DEPLOYMENT STRATEGIES “ I would like a variety of deployment options. I don't just want e-mail or facebook, but be able to customize to the medium that fits with my panel” “How do you filter out panel members from an invitation based on their participation in multiple previous projects?” Example:The user must have completed a particular previous project, but not received an invitation to a second previous project) “Before I deploy a survey to my panel, what should I analyze and filter out before sending out a new project? I want to reduce redundancy, hit optimal targets and analyze send times and subjects.” Wednesday, June 25, 14
  37. 37. DEPLOYMENT BEST PRACTICES * If using online, mobile, and paper surveys: Set up a Calendar & Schedule deployment on multiple platforms on different dates/times * Send a test to your test group to review * Create filters in your panel and review before deployment * Deploy batches of 5,000 panelists at a time. Use Subsampling tool to manage 5K at a time *Schedule reminders after deployment Wednesday, June 25, 14
  38. 38. PANEL ANALYSIS Q & A Wednesday, June 25, 14
  39. 39. PANEL ANALYSIS Q & A “How do you set up & use the panel health dashboard?” Wednesday, June 25, 14
  40. 40. PANEL ANALYSIS Q & A “How do you set up & use the panel health dashboard?” “How do you read and analyze the health dashboard? What am I supposed to learn from this?” Wednesday, June 25, 14
  41. 41. PANEL ANALYSIS Q & A “How do you set up & use the panel health dashboard?” “How do you read and analyze the health dashboard? What am I supposed to learn from this?” “How do you measure and predict the responsiveness of panel?” Wednesday, June 25, 14
  42. 42. CONSULTING & PANEL RAMP UP PROGRAM Wednesday, June 25, 14
  43. 43. CONSULTING & RAMP UP PROGRAMS Wednesday, June 25, 14
  44. 44. CONSULTING & RAMP UP PROGRAMS “ I need help with recruiting into my panel. I would like to know of cost effective ways to to recruit, or if you provide a ramp up program that allows me to outsource the panel recruitment process?” Wednesday, June 25, 14
  45. 45. CONSULTING & RAMP UP PROGRAMS “ I need help with recruiting into my panel. I would like to know of cost effective ways to to recruit, or if you provide a ramp up program that allows me to outsource the panel recruitment process?” Wednesday, June 25, 14
  46. 46. CONSULTING & RAMP UP PROGRAMS “How do you use the developer API to communicate with the panel? What is the benefit of this?” “ I need help with recruiting into my panel. I would like to know of cost effective ways to to recruit, or if you provide a ramp up program that allows me to outsource the panel recruitment process?” Wednesday, June 25, 14
  47. 47. CONSULTING & RAMP UP PROGRAMS “How do you use the developer API to communicate with the panel? What is the benefit of this?” “Am I able to do overall strategy discussions with my account manager, and if there are notification of changes to Survey analytics what are the implications to the user?” (license admins) “ I need help with recruiting into my panel. I would like to know of cost effective ways to to recruit, or if you provide a ramp up program that allows me to outsource the panel recruitment process?” Wednesday, June 25, 14
  48. 48. CONSULTING & RAMP UP PROGRAMS “How do you use the developer API to communicate with the panel? What is the benefit of this?” “Am I able to do overall strategy discussions with my account manager, and if there are notification of changes to Survey analytics what are the implications to the user?” (license admins) “ I need help with recruiting into my panel. I would like to know of cost effective ways to to recruit, or if you provide a ramp up program that allows me to outsource the panel recruitment process?” Wednesday, June 25, 14
  49. 49. LIVE DEMO Wednesday, June 25, 14
  50. 50. PRICING SPECIAL FOR ATTENDEES To thank those who attended the Education hour Survey Analytics and qSample is offering a 10% discount of panel management license for 1,000+ panelist! See your customer success manager for more details! Wednesday, June 25, 14
  51. 51. Still got questions? Help & Support http://www.surveyanalytics.com/help Available 24/5 THANK YOU FOR ATTENDING! Wednesday, June 25, 14

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