Inserting panelist into the panel can be accompished in one or more of the following ways:
- From Community Portal Registration or Registration Survey
- From an existing panel or datafile
- From a Kinesis survey using remote import
A single panelist may also be inserted manually directly within the Panelist Manager.
1: From Community Portal Registration or Registration Survey
1.1: Create Registration Survey
A Registration survey utilizes Panel/Survey Integration which allows for automatic data transfer between the two applications. When creating a new survey project within the Kinesis Survey install that is linked to your panel installation, there is an option within the Survey Properties to link it to a specific panel. Upon choosing a panel, an additional setting is generated below to select the Survey/Panel mode. Choose "Registration" from the list of available options.
1.2: Define Datapoint Mapping
Within the Advanced Properties of each question you may configure it to "Save Data to Panel" and either map it to an existing datapoint or have it create a new one. When creating a new datapoint, this will automatically insert the datapoint within the Datapoint Manager of the panel using the same question label.
This same feature is also available within a quick-access icon from the Survey Editor by clicking the icon.
2: From an Existing Panel or Data File
2.1: Formatting the CSV data file
Data can be imported into the panel via a CSV data file by mapping columns in the file to data points created in the Data point Manager. To import smoothly into the panel, your CSV data file should use column headers corresponding to the data point labels. The best method for getting accurate column headers is to export a data file using the Export Panel Data feature. Also, make sure that all of the values are in range for the data point they are being mapped to. For example, you will get an error report if you try to upload a value of 6 to a radio data point that only has five options.
2.2: Importing to Checkbox
Importing to a checkbox datapoint requires a specific column header format in order for the system to clearly distinguish the beginning and ending columns of the checkbox choices. The required format is the question label, followed by an underscore and the choice value, followed by ) and the choice text as seen below.
Qlabel_1) Choice text 1, Qlabel_2) Choice text 2, Qlabel_3) Choice text 3, etc.
2.3: Importing from CSV into the panel
Once your file is ready for import, use the Import Data feature in Panel to upload it.
On the following screen, click Upload files and use the file upload dialogue box to upload your file. Once it is uploaded click the icon to proceed to the datamapping screen.
From the datamapping screen, if your file headers closely match up with the datapoint labels in your panel, the "Map automatically" button should easily recognize all mappings. You will still need to double-check the mapping to make sure the correct column in the file is mapped to the correct datapoint.
To manually set a datapoint mapping, use the pulldown provided for each row. In addition to datapoints you can also map to the following system fields (email address is required when inserting new panelists):
- EMAIL ADDRESS
- The primary email address associated for each panelist. There cannot be any duplicate emails mapped to this field.
- EMAIL VALID
- Defines whether the email address is valid, 'yes' or invalid, 'no'. If marked invalid, the panelist will not be sent any emails from the panel. When importing new panelists this will be defaulted to 'yes' and is not required.
- The unique alphanumeric identifier associated for each panelist. There cannot be any duplicate identifiers mapped to this field. When importing new panelists and not included, the system will generate custom identifiers to be used.
- Defines whether the panelist is subscribed to the panel, either 'yes or 'no'. If marked 'no', the panelist will automatically be excluded from receiving invitations and from accessing the portal. When importing new panelists this will be defaulted to 'yes' and is therefore not required.
- JOIN DATE
- The date the panelist joined the panel (in format MM/DD/YYYY). When importing new panelists this will be defaulted to the current date when the import is processed.
- Defines whether a panelist has been blacklisted, either 'yes' or 'no'. If marked 'yes', the panelist will not be sent any emails from the panel. When importing new panelists this will be defaulted to 'no' and is not required.
- Corresponds to the language code preferred by the panelist (for invitation text, info pages, etc). When importing new panelists this will default to the default language defined within the Language Manager and is therefore not required.
- RECRUITMENT SOURCE ID
- Maps to recruitment sources defined under Panel functions >> Recruitment Sources.
2.4: Using Decoded Values
- 1. Male
- 2. Female
- 3. Prefer not to answer
Typically the response values in your datafile would correspond to the choice punch value. For example using the question above, you would import a value of "1" for Male and "2" for Female. However it is supported for your datafile to contain the literal choice text instead, so the values would be "Male", "Female" or "Prefer not to answer". Please note that if using decoded values, the responses in your datafile must match EXACTLY to the datapoint choice text programmed in the panel. When available, this option can be toggled on/off from the datapoint mapping screen for each datapoint.
2.5: Import Settings
The following settings are available for the import process:
- Test import
- This will designate the import as a test import. It will then run the import without saving the information to the panel yet still generate a report as if it were a typical import. This is helpful for ensuring the datafile and mapping are error free.
- Maximum errors
- Use this setting to stop the export when the specific error threshold has been reached. The threshold is number of validation / line errors.
- Import method
- This will allow you to either add panelists, update panelists or to do both in the import.
- Save order as
- This will allow you to designate a name and to save the order in use for future imports.
Once you have finalized the import settings click IMPORT to begin the import process. Once finished, a report log will be generated. If the import was successful it will show the count of all inserts/updates. If any errors were encountered it will list them along with the line # the error was found. Please make any necessary revisions to the file or datapoint mapping and retry the import until successful.
3: From a Kinesis Survey Using Remote Import
With this feature it is possible to run a scheduled query of a profiler survey programmed within the Kinesis Survey application to pull all new survey respondents and add them as new panelists. Questions programmed in the survey can be set to automatically create new panel datapoints or they can be mapped to any existing datapoints within the panel. To configure this process, go to Panel functions >> Import data >> From Kinesis Survey.
NOTICE: It is highly suggested to use Panel/Survey integration whenever possible instead of remote import. Panel/Survey integration allows automatic data transfer from the survey to the panel.
3.1: Adding a New Server Connection
For the first time accessing, you will be prompted to create a new server connection. Click 'Yes' to proceed.
Provide the following details for the Kinesis Survey installation you will be connecting to. Click TEST CONNECTION when ready. If it shows "Test successful" then click SAVE to proceed, else make any necessary changes to the configuration.
- Remote site name
- A name for this configuration. For internal-use only.
- Remote site address
- The URL for the survey installation to which you wish to connect. DO NOT include script names such as auth.pro or html.pro here. An example of the correct format would be http://www.kinesissurvey.com/mysurveys/
- Remote site user
- The user name you use when logging-in to the survey admin page. This will determine the surveys from which you may import.
- Remote site password
- The password used by the remote site user when logging in to the survey admin page.
3.2: Adding New Remote Profiler Survey
After creating the server connection, you should be redirected to the Profilers page, if not click the "Manage profilers" button. From this page click ADD PROFILER to proceed.
- Remote server
- Choose the server connection containing the profiler from which you want to import data.
- Once you pick a server, this list will be populated with the surveys available to you on that server. Choose the profiler survey you want to use. Note that you cannot select a survey more than once in the same panel. Surveys already being used will be grayed-out in the list.
- Profiler name
- Give this profiler configuration a name. It will default to the same name as the survey.
- Refresh every
- Set how often you want this profiler configuration to automatically fetch new data from the profiler. You can leave it blank and manually fetch data at your convenience using a button on the profiler list screen.
- Whether or not this profiler is active. You may want to disable it temporarily while you update the data mapping. It may also be disabled automatically by the system when a mismatch occurs between the survey questions and this panel's datapoints.
- Get all data on next import
- Checking this box will force the importer to retrieve all data from the profiler for all panelists, instead of just retrieving new data. It only works for one import, then it is automatically reset to get only new data. It is sometimes possible for the system to check this box automatically, in order to recover from an error. The very first time you run the importer, you will always get all the data.
- Insert non-matching identifiers
- If this box is checked, any new identifiers detected during the synchronization will be inserted as new panelists. If you ask for email address in your profiler, make sure you have selected it correctly in your datapoint mapping (see previous screen).
- Error email
- Enter the email address to which errors should be sent. Separate multiple emails with commas.
After saving the remote profiler configuration, you will still need to setup the datapoint mapping. Click the icon. From the following screen, the system will try and map datapoints as best it can based on the question labels. You can also manually set a datapoint mapping using the pulldown provided for each row. You may also select "(create)" which will automatically add the question as a panel datapoint upon import.
Clicking COMPARE may give you a better view for double-checking the mapping. Click SAVE when complete.
As long as everything is configured correctly and data exists in the survey, when the importer runs according to the scheduled time you have set, it should import successfully. You may manually run the importer at anytime by clicking the icon. After each import, a log will be available by clicking the icon, which lists insert counts and any errors encountered.