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• Depending on if you are using Windows or Mac OS X, Excel will call a .csv ﬁle something slightly different.
• Windows: CSV (Comma Delimited)
• Mac OS X: Comma Separated Values (.csv)
• Some other spreadsheet applications will call a .csv ﬁle “Text CSV (.csv)”.
• Since a .csv ﬁle is really just a text ﬁle, make sure all your data is on the same tab in the spreadsheet.
A text ﬁle can’t handle the same formatting as a regular spreadsheet ﬁle type.
• If your spreadsheet is not interpreted correctly and is all jumbled together in the preview, click Import Options.
Try using a different Delimiter and/or Enclosure. Each time you make a different selection, the preview will
reload to see if it is now loading correctly.
• In some regions outside North America, Excel is set to use a non-comma delimiter when saving
a .csv ﬁle. The system should recognize this, but if not, try using the Import Options.
UPDATE PANEL MEMBERS
As you collect information on your panel members, you might want to reference that information in future surveys. Now
you can use the update feature.
To update a panel:
The easiest way to do this is to download your existing panel ﬁrst. Downloading your panel gives you a RecipientID
column, which is what is used to determine if the panel member exists for updating or is a new panel member. Download
your panels using the Export Panel option on the Panels page.
1. Export the panel. See the Panels section for information on exporting your panel.
2. Make any necessary changes to the panel members. ALERT: Be sure to keep the RecipientID column
in your sheet.
3. Save the updated spreadsheet (remember, it needs to be a .csv).
4. Import the list. See the previous instructions on how to import a panel for more information on this.
ALERT: If your ﬁle does not contain the RecipientID column, the Qualtrics Survey Research Suite will import the list as
completely new panel members. It will not recognize the information as an existing panel member for updating unless
they have the RecipientID. If you accidently upload duplicates, you can use the Consolidate Duplicates feature to clean it
up, but it is best not to let it happen in the ﬁrst place.
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ADD PANEL MEMBERS
Adding panel members is a quick and easy way to copy and paste your list of contacts into the tool. It can be quite useful
for shorter lists of panel members.
This option can be a useful for small lists, but for larger lists you will probably want to use the import feature.
To paste in a list of panel members:
1. First click on your panel from your panel list to have it open in the Panel Members section.
2. Click the Add Panel Members button.
3. In the Panel ﬁeld, make sure the correct panel is selected. It will preselect whichever panel you chose to
get to the Panel Members page in the ﬁrst place.
4. Click the “+” button on the right side to add any additional columns. The ﬁrst two will be optional panel
ﬁelds that are less commonly used (External Data Reference, Language). All ﬁelds after will be in the form
of Embedded Data.
• Click the column header to edit it, if needed.
5. Paste in your list.
• Remember, you can copy your entire spreadsheet (all of your rows and columns) and paste it in all at once.
The tool will be smart and recognize the different rows and columns. Just make sure your spreadsheet’s
columns are in the same order as what you speciﬁed when pasting. It will always start with Email, First Name,
Last Name, External Data Reference, and Language. Leave blank any columns you don’t use.
• Remember not to paste in your column headers from your spreadsheet. Those are taken care of in the headers
of the Add Panel Members dialog.
• The Add Panel Members option is actually the same as pasting in your panel on the Email Survey page when you
select Enter Email Addresses in the To ﬁeld.
IMPORT FROM A SURVEY
Let’s say you distributed a survey and in that survey you collected contact information from your respondents. With the
Import From a Survey option, you could take that information and turn it into a panel (Figure 8-5). Import From a Survey
lets you create new panel members or update existing panel members.
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Figure 8-5 Import From a Survey dialog window.
To Import From a Survey:
1. If you have no panels set up, go to the Panel Members page, and select Import From a Survey.
2. If you already have a panel set up with panel members, click the Import/Update Panel Members button
and select Import/Update From a Survey.
3. Under Please select import type, specify if you want to Update Recipients or Create New Recipients.
4. Under Please select a survey, choose the survey containing the information to use in the panel.
5. Under Response Date Range, enter a date range of data for the tool to reference. This is optional.
If no date is provided, it will look at all data for the survey.
6. In the area below, choose how to populate the panel information.
a. In the Questions column, select a survey question containing information you would like to pull in.
b. In the Question Field column, choose a choice or ﬁeld. On a Text Entry Form question, this is the
speciﬁc form ﬁeld (First Name, Last Name).
c. In the Field column, choose what area of the panel the data should be placed into. This will be
Embedded Data, First Name, Last Name, Email, External Data Reference, or Language.
d. Choose if you want to Import Labels. This refers to standard questions, like a multiple choice
question. For example, if it’s a yes/no question, the default is to pull in the value (1 or 2), so
selecting Import Labels will pull in the actual answer choice text (yes/no).
e. Click Add to pull in additional ﬁelds and repeat these 5 (a-e) sub-steps again.
7. When ﬁnished, click Import to create or update the panel members.
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MISCELLANEOUS PANEL MEMBER TASKS
Now that you have panel members in your panel, you can work with the individual panel members and make changes,
view their history, or even delete them.
To Edit existing panel members:
1. Select the Panel from the Panels page and in the Panel Members page, click the Edit button to the right of the
panel member (or click the panel member’s email address).
2. In the Edit Panel Member window, you can edit their existing information.
3. Click Save when ﬁnished.
• Unsubscribe allows you to opt panel members out of receiving any more emails from this panel, the same as if
they clicked the Opt-Out link in the invite email.
• Unsubscribed or opted out panel members will display a red dot to the left, as opposed to the green dot.
• Language allows you to choose a language for email messages. If the translation is available for the message,
it will be sent in that chosen language.
• The RecipientID is the ID speciﬁc to that panel member. It is the ID mentioned earlier for updating panel
To delete existing panel members:
1. On the Panel Members page, click the checkbox to the left of each panel member you want to delete. You can
also use the All or None buttons at the top of the panel member list to select all or none of your panel members
on the page.
2. Click the red Delete button at the top of the list of panel members.
To view panel member history:
1. Click the History button to the right of the panel member.
• The Email History table shows the mailings that the respondents have been sent.
• The Response History table shows when they actually responded to surveys.
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To search for speciﬁc panel members:
1. Enter criteria into search ﬁelds at the top of the Panel Members page. The more criteria you enter, the more
speciﬁc your search will be.
2. Press the Enter button to start the search. You can also just press the Enter key on your keyboard.
You can search across multiple panels by removing the panel name in the Panel search ﬁeld.
The Sample Management area allows you to ﬁlter your panel members into smaller groups (Figure 8-6). You can choose to
schedule a mailing to a speciﬁc sample on the Email Survey page.
Figure 8-6 Sample Management dialog window.
To create a new sample:
1. On the Sample Management page, click the Create New Sample button.
2. On the Panel button (top right), choose a panel to pull the sample from. If you were already looking at a panel
on the Panel Members page, then that panel will be selected already.
3. In Sample Name, enter a name for your sample.
4. In Max Sample Size, specify the maximum number of panel members for the sample. The Max Sample Size only
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takes effect if there are more panel members matching the criteria than the Max Sample Size.
• Click the Calculator button for help deciding on your Max Sample Size. You will be prompted
to enter your desired number of responses and your expected response rate.
5. Click Add a Sample Condition to specify logic for the desired demographic of panel members. If you don’t
specify a condition, it will just pull a random sample of panel members until it reaches your Max Sample Size,
6. Choose the type of criteria you would like to use.
• EMBEDDED DATA: Provide a Field Name, whether it’s equal to, greater/less than, and the value
of the ﬁeld.
• RECIPIENT HISTORY: Set up a condition based off Last Survey Taken and the Last Email Distribution Date.
• RECIPIENT SAMPLE MEMBERSHIP: Set a condition based off whether the panel members are a
Member or Not a Member of another sample of the panel.
7. Click the blue “+” button to the right to add additional logic to your condition. Doing so will allow you to use
the And If and Or If logic.
8. When ﬁnished, click Generate Sample to ﬁlter the panel members according to the condition. You can make
any edits as needed and click Reﬁlter Samples to regenerate your sample.
9. Click Close to close out the Create Sample window when ﬁnished.
After your sample has been ﬁltered, you can click the Edit button to see the information for the panel members in the
sample. You can also click the History button to see their panel history, like on the Panel Members page.
Good data collection is dependent on a good panel. When you distribute your survey to a panel in Qualtrics, all of the
panel information is attached to the responses of the panel members taking the survey. From this, you can tell who has
taken the survey and track their responses.
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Through the Research Suite, it is simple to create your panel and distribute your survey to it. Use the panel upload options
available to you to make your contacts accessible in your account.
With the Panels tab you can choose to upload your contacts using a spreadsheet, if you are using a large panel, or you
can choose to copy and paste your contacts through the “Add New Panel Members” option, if you have a smaller distribu-
tion. After uploading your panel members, you can go to the Distribute Survey tab and under the Email Survey page, you
can select a panel to send your survey to. Once a panel is created, you can distribute any of your surveys to it. It is not
connected to any one survey.
In this chapter we also covered the beneﬁts of creating a Panel Sample. If you would like to send the survey to a smaller
randomized sample of your panel, you can do this through Sample Management. You could also specify that you would like
to create a sample out of only those respondents who have already taken the survey, those respondents that don’t belong
to another sample, or respondents that have a speciﬁc embedded data value in the panel.
Using these panel features, you will be able to successfully get your survey out to your respondents and collect only the
data you want to collect.
Documents you may be interested
Documents you may be interested