Search for Panelists Based on Their Activity

Search for Panelists Based on Their Activity

Overview

The panelist search feature is very useful when: 


Among other options, in your panelist search criteria you can specify a minimum number of days since a panelist's last (or upcoming) activity. Two related criteria are available for this:

  1. Minimum days from tests and scheduled sittings - compares the current date against test participation and scheduled sittings only. 

  2. Minimum days from involvement - a broader criterion that also covers screener/survey tests, invitations, other emails from tests and schedules, and Home Use Test (HUT) schedules in a single search row. 


Considerations

It is important to understand the difference between how these two features work.

Minimum Days from Tests and Scheduled Sittings

This criterion compares the current date against each of the following: 

  • Sitting date - if the panelist is scheduled for a sitting. The Sitting date will not be taken into consideration if the panelist was excused from the product test linked to the Schedule or if they declined their participation.  

    In schedules with multi-visit groups, each sittings' date is considered as an activity. 

  • Schedule start date - if the panelist confirmed participation in a HUT (Home Use Test) Schedule and a product test has not been linked to the Schedule at the time of search. 

  • Present to Web date in a product test - if the panelist is included in a product test and not excused from it or has not declined it, regardless of their status in a Schedule. The product test must have a design added. 

  

Panelists whose activities mentioned above took place within the specified number of days will be excluded from the search results. E.g. If in your panelist search you enter 60 in the  Minimum days from tests and scheduled sittings  box, the search results will include all panelists who: 

  • Have not participated in any product tests in the last 60 days. 

  • Have not been scheduled for a sitting 60 days before or 60 days after (in the future) the current date. 


Minimum Days from Involvement

This criterion covers everything mentioned above, plus screener or survey tests, invitations, other emails from tests and schedules, and Home Use Test (HUT) schedules, all in a single search row. A panelist matches if any of the following happened within the chosen number of days, or is scheduled to happen soon:

  1. Participation in or assignment to a product test.
  2. Participation in or assignment to a screener or survey test (a test with no samples).
  3. Being added to a test whose start date falls within the chosen window.
  4. A scheduled sitting, for the Sitting, Multi-Test, and Appointment schedule types, in the past or scheduled ahead.
  5. A Home Use Test (HUT) schedule that is currently active, or set to start within the chosen window.
  6. A test invitation, whether or not the panelist responded.
  7. An email sent from a test.
  8. An email sent from a schedule.

Other Considerations: 

  • Schedules that have been deleted are not included in the search.

  • Product tests that have been deleted are not included in the search.

  • Panelist participation in Assessor testing is not considered as an activity.


Searching For Panelist Based on Minimum Days from Tests and Scheduled Sittings

  1. Follow one of the steps below based on your objective:

    1. In a product test, click the Panelists tab and select Add panelists > Find panelists to add.

      --or

    2. In the Panelists library, click Find panelists.

      --or

    3. In a Schedule, click the Panelists tab and select Add panelists > Find panelists to add. 

  2. From the first dropdown list, select Minimum days from tests and scheduled sittings. Type in the number of days which you wish to base your search criteria on. The maximum is 999 days.

    Here is an example image from the Panelists library search:


  3. If desired, add additional criteria to further narrow your search down. Click Apply.

  4. Select the panelists you wish to add to your test or Schedule, or you wish to perform some action on in the Panelists library, such as email them or move or add them to a panel.

  


Searching For Panelist Based on Minimum Days from Involvement

Use the Minimum days from involvement criterion to build a single search row that captures any recent or upcoming panelist activity, including invitations, other emails from tests and schedules, and Home Use Test (HUT) schedules, without needing to stack several criteria together.

  1. Follow one of the steps below based on your objective:

    1. In a product test, click the Panelists tab and select Add panelists > Find panelists to add.

      --or

    2. In the Panelists library, click Find panelists.

      --or

    3. In a Schedule, click the Panelists tab and select Add panelists > Find panelists to add. 

  2. From the first dropdown list, select Minimum days from involvement. 

  3. Choose an operator:

    1. Exclude. Select to remove matching panelists from your results.

    2. Include. Select to display only matching panelists.

  4. Type in the number of days which you wish to base your search criteria on. The maximum is 999 days.

    Here is an example image from the     Panelists library search:

  5. If desired, add additional criteria to further narrow your search down. Click Apply.

  6. Select the panelists you wish to add to your test or Schedule, or you wish to perform some action on in the Panelists library, such as email them or move or add them to a panel.


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