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FocusVision Knowledge Base

Match Panelist

The Match Panelist from External File feature allows you to compare the panelists from a CSV or Excel file against your entire panel. Any combination of columns in the sample file can be used for matching.

Match Panelist Accepts Comma-Delimited or Excel Spreadsheets

Select Choose File and upload the sample file you'd like to match. Once uploaded, you will configure the match file columns against datapoints in the panel, as well as select the datapoints and metadata for export purposes. The results, including matched and unmatched record counts, will appear in your Reports Repository on completion.

Match Panelist Options

When using Match Panelist from a specific project, you will also have the option of creating a sample file for that project with the unique matches. You can then access that sample in Sample Manager for your project campaigns.

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