Import Panelists with Preset Passwords

Import Panelists with Preset Passwords

Overview

When importing panelists, you have the option to set passwords for panelists or let them set their own passwords . This workflow's focus is on importing "real" panelists with preset passwords. In other words, you are in control of their passwords.

This approach can be useful for your employee panel, for example. It is not recommended to follow this workflow for consumer panelists.

Here are some example passwords (you might have other ideas, too):
  1. Employee phone extension - You would likely have this information available already for easy import, and panelists would know their extension for easy login process. The likelihood of forgetting this password is minimal.

  2. A word that everyone is familiar with - This can be the company name or a portion of the company name, lab name, etc. Even if a panelist forgets the password, you can easily tell them what it is.


Visit the Panelists Library page for other panelist-related scenarios that may be of interest to you.


Import Real Panelists from a File

  1.  Prepare your panelist data in the file format compatible with our software. Use the example panelist import file found at the bottom of this page to guide you through the process.

    The file contains these columns:
    • Username - Required field . This unique identifier is what panelists need to enter along with the password in order to log into the panelist website. We suggest using panelist email address or another alphanumeric combination of characters that panelists can easily remember.

      If your import fails indicating an issue with the Username column, rename the column into Code and try importing again. Subscriptions that existed before we moved away from Citrix version of our software are using the Code field.

    • First Name - Optional field. Although optional, this can be useful information to include in case you wish to use it in combination with Wildcards for personalizing pages in tests. If you choose not to import this information, remove the column completely from the file.

    • Last Name - Optional field. Although optional, this can be useful information to include in your panelists records. If you choose not to import this information, remove the column completely from the file.

    • Email - Required field. To be able to communicate with panelists from the software, the email needs to be included.

    • Password - Required , case sensitive field.   
      Do not change the spelling of the column headers.

      Please maintain the .csv file format to be able to import panelists (i.e. do not save the file in a different file format). 
  2. In the Panelists library, select a panel in which you wish to import the panelists. If the desired panel does not exist, add a new panel first.

  3. On the right, select Import/export > Import panelists .


  4. In the Import panelists options screen, select import new panelists > Use passwords from my imported file > Next .

  5. In the Import panelists screen, click Browse and locate your panelist import file that you prepared in the first step. Click Open .

  6. Click Submit .

You will be provided with a message indicating whether your import was successful or not. 

Message
Description

All the records in your file imported successfully. No action is required for successful imports.

Your file imported partially. The portion of your original file that did not successfully import is saved to a new file.

Download the revised file to review what has caused the import to be unsuccessful, and update the file to eliminate the issue. 

Repeat the importing steps.


Your entire file did not import.

Download the revised file to review what has caused the import to be unsuccessful, and update the file to eliminate the issue. 

If your import fails indicating an issue with the Username column, rename the column into Code and try importing again. Subscriptions that existed before we moved away from Citrix version of our software are using the Code field.

Repeat the importing steps.
 

Once the import is complete, your panelists are ready to be added to tests .

To review the import and export history for the panel at any time, in the Panelists library , select the panel you are interested in, and on the right, select Import/export > Import/export history .



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