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

1. EDUCATION HOUR
June 2014
Wednesday, June 25, 14

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. Q & A Session: Panel Management
Wednesday, June 25, 14

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. 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. 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. 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. 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. 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. PANEL CREATION Q & A
Wednesday, June 25, 14

11. PANEL CREATION
Wednesday, June 25, 14

12. PANEL CREATION
“What is the best and fastest way to build a panel?”
Wednesday, June 25, 14

13. PANEL CREATION
“What is the best and fastest way to build a panel?”
Wednesday, June 25, 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. 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. 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. 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. 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. PANEL CUSTOMIZATION
“How much flexibility & creativity do I have for customizing my panel?”
Wednesday, June 25, 14

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. 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. 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. PANEL EDITING Q & A
Wednesday, June 25, 14

24. PANEL EDITING
Wednesday, June 25, 14

25. PANEL EDITING
“How do I add more information to a panel from a previous
survey?”
Wednesday, June 25, 14

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. 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. 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. 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. REWARDS & INCENTIVES Q & A
Wednesday, June 25, 14

31. REWARDS & INCENTIVES
Wednesday, June 25, 14

32. REWARDS & INCENTIVES
“What is the most cost-effective way to
incent panel members?”
Wednesday, June 25, 14

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. 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. PANEL DEPLOYMENT STRATEGIES
Wednesday, June 25, 14

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. 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. PANEL ANALYSIS Q & A
Wednesday, June 25, 14

39. PANEL ANALYSIS Q & A
“How do you set up & use the panel
health dashboard?”
Wednesday, June 25, 14

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. 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. CONSULTING & PANEL RAMP UP PROGRAM
Wednesday, June 25, 14

43. CONSULTING & RAMP UP PROGRAMS
Wednesday, June 25, 14

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. 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. 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. 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. 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. LIVE DEMO
Wednesday, June 25, 14

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. Still got questions?
Help & Support
http://www.surveyanalytics.com/help
Available 24/5
THANK YOU FOR ATTENDING!
Wednesday, June 25, 14