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FocusVision Knowledge Base

Fulcrum Exchange

This feature allows panel administrators to send panelists invitations to the Fulcrum Exchange. Invitations are untargeted, so panelists may terminate from several studies before finding one that they qualify for. Points are awarded to panelists based on the Fulcrum Compensation Grid.

1:  Statistics

  • Date range selection: Month - This allows you to see statistics for a specific month.
  • Date range selection: Year - This shows cumulative data for the past 356 days or all of the current and last year.

2:  Settings

Fulcrum status

  • Number of available completes - Shows how many opportunities of completing surveys are currently available in the router's Offerwall.

Note: Not every panelist will qualify for all available surveys in the router.

Automatic sampling settings

  • Enable Fulcrum Exchange - Use this toggle, to enable or disable the automatic sampling and sending of invitations. If enabled, the system will periodically determine which panelists to invite to participate.
  • Fulcrum Exchange qualifier - Select the query you wish to use. The panelists returned by this query are the ones that will receive an invitation to participate.
  • Daily invitation limit - Enter the maximum amount of emails the system should send out per day.
  • Runtime - Enter a time span when the emails should be sent out. The system will send out invitations once per hour and adjust the wave-size according to the daily invitation limit.
  • Invitation expiration time - Set a value after how many days the links in the invitation should expire. Panelists clicking an expired link will see the "Link expired" landing page.
  • Allow re-invite after - Specify the earliest time a panelist can receive another invitation.

3:  Invitation

Sender name/email:

The system will automatically use sender email and sender name from the community that the panelist belongs to.


The subject line is the message that will appear in the subject header to survey invitees. Your subject line is critical -- it is probably the most important determinant of how likely your invitation is to be opened and read. Be aware that spam filters search for certain keywords (these are constantly changing), so you may wish to experiment with different subject lines. In general, it is also good practice to select subject lines that are as content-neutral as possible ("We Want Your Opinions -- Positive or Negative") so as to be mindful of how you are potentially biasing survey responses.

NOTE: To avoid increasing the spam score keep in mind that subject lines should not:

  • contain suspicious words often used by spammers (eg.: "dollar", "discount", "free" etc.)
  • contain suspicious phrases (monetary references etc.)
  • be all capitals
  • For a more in depth list of tests that are performed, visit the official SpamAssassin website:

(A spam score of 0.0 does not guarantee inbox delivery! Spam scores are not available for SMS messages)

Link text

This is the scroll-over text that will appear on your url.

Optout link text

This link allows a panelist to terminate their membership in the panel (or unsubscribe). If a user choses this option, they will be set to inactive. However, all of their data will be retained.

Reply to email address

The is the email address that invitees will reply to if there are any issues. For example, someone may have a question about the study.


Note: The message will be embedded in the email template defined in the community portal.

Invitations MUST contain specific elements in order to be CAN-SPAM compliant and to function within Kinesis Panel:

  • You should review all regulations pertaining to CAN-SPAM and remember to include a physical mailing address (generally at the bottom of the invitation). Do NOT use the Kinesis mailing address -- this is physical mailing address of the party doing their sending (or the end client, on whose behalf invitations are being sent).
  • First and last names are inserted automatically by using %FIRSTNAME% and %LASTNAME%
  • Opt-out links are inserted automatically by using %OPTOUTLINK% or %OPTOUTURL%
  • Router urls are inserted automatically by using %LINK% or %LINKURL% (for just the plain URL)
  • Other substitutions - You can substitute panelist information onto the page by using the following:
Substitution Example
~Datapoint label~ ~Q1~ or ~QFirstName~
%System field name% %gender% or %login%
[Panelist Information] [EMAIL] or [POINTS]

NOTE: To avoid increasing the spam score make sure the message body does not violate any of these rules:

  • Avoid using an HTML font size that is over 12pt
  • Avoid using HTML which includes a form that can send email
  • Avoid using HTML that is all image and no text
  • Avoid using a saved Web page as message
  • Avoid using embedded plugins in HTML emails
  • Avoid using font colors too close to the background color
  • Maintain a balanced image to text ratio
  • Avoid too many invalid or non-standard HTML tags (imports from MS Word)
  • (Rules for subject apply to message body also)
  • For a more in depth list of tests that are performed, visit the official SpamAssassin website:

(A spam score of 0.0 does not guarantee inbox delivery! Spam scores are not available for SMS messages)

HTML Editor

You can add logos, other images, links to websites, etc. as desired. The WYSIWYG (HTML editor) has a separate help function on the first row to explain its functions. When using images, it is best to upload them in the HTML editor instead of hardcoding the image into the HTML.

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