Create/Change/Copy Project (Panel)

1: Create New Project

Working in project mode requires at least one project to be created. To create a new project, first access the Project Selection page by either clicking "CHOOSE A PROJECT TO WORK ON" or selecting "Choose project" under the "Edit properties" menu.

Existing projects will be listed on the Project Selection page. Click ADD NEW PROJECT to begin.

2: Edit Properties

2.1: General Settings

This is where project details are defined, such as which survey this project is associated with and default maximum participation. Projects do not have to be associated with surveys, so survey-related details can be ignored on this screen if this project is for a newsletter or some other email- or SMS-only communication.

Name: The name of the project (for internal-use only; will not be displayed to panelists).
Description: Optional description of the project (for internal-use only; will not be displayed to panelists).
Link to survey: To launch to a survey programmed within Kinesis Survey, select the survey from within this pulldown menu. To launch to a survey programmed in another survey platform, select "None" in this pulldown and click the Survey Settings tab to configure the survey URLs as needed.
Default reward points: Reward points granted for each of the available completion statuses (Completed, Profile, Quota). Set these to 0 if your survey project will not utilize points. The points are only rewarded if you are using Panel Management or its API for updating panelist activity, and the exit pages are defined properly in your survey, as described in the project's survey settings tab on this page.
Default maximum participation: This will set the maximum number of times a panelist can participate in this project. Typically you would want one panelist to complete a project exactly one time. However, certain profilers and other types of studies may require alternate values. For an unlimited number of times, set the number to 0. Panelists can resume projects until they become closed or until their status has been recorded as completed, profile termination, or quota terminated. Note that what is defined here is the default for the campaigns, not the actual maximum participation limit itself.
Estimated Incidence: Enter the projected incidence for the project.
Project Manager: The user who is responsible for this project (must be an admin or a project manager).
Assistant Project Manager: A user assigned as assitant project manager will automatically get this project listed on the project management screen.
Target closed date: Select a date by which this project is supposed to be completed.

2.2: General Settings - Lucid enabled project

When creating a new project, or if you already have an existing project, select My Project, then click "Edit properties" to see the Project Properties page. From there, select “Yes” to enable Lucid integration and to show the options below.

Fill out the fields you want to pass to Lucid.

tar (Targeted Survey ID): field to specify the first survey number Monetization Link should attempt to match the respondent to. This field is optional.

act (Account ID of a buyer): field to limit respondents to a single buyer's surveys. This field is optional.

loi (Length of interview): field to specify the maximum survey length in minutes. The value must be between 0 and 60. This field is optional.

cos (Cost per interview): field to request a minimum gross CPI (in USD). This value must be number between 0 and 99.99.

2.3: Other Settings

Project close grace period: Use this property to choose the amount of time between when a project completes, and when someone who has already started the survey can finish it. The grace period has no effect upon those attempting to start the survey, only those who are currently taking it. Once marked completed, no one is allowed to start, or come back in to finish after dropping out. If you select no grace period, then someone taking the survey at the time you close it will not be awarded points upon completion. If, however, you set some about of time, like 10 minutes, or 2 hours, then those already taking the survey may have time to finish it. The default grace period for projects is 2 hours.

IMPORTANT: The amount of time you choose is relative to when you close the project, NOT to when the panelist started.

Maximum desired completes: The total number of completes in this project (including all campaigns) that are needed before automatically marking the project as completed. Leave blank for no limit. When a project is automatically marked as complete, the project manager and anybody in the email list will be notified.
Email list: A comma separated list of contacts to notify in case the project is marked completed automatically.
Client: This selection is optional and simply indicates the client this project is associated with. You can add new clients by clicking the add button. If a new client is added, it will become the client that is selected in the drop down menu of clients. You can search by using client name in various system functions.
Force language: When set to "Yes" and the project is integrated into a Kinesis Survey project, the force language setting will force panelist to complete the survey in their chosen panel language. When force language is set to No, the panelist will be able to select from any available language (if more than one is available) in the survey project.

2.4: Survey Settings

This tab is used to configure a survey URL when launching to a project built in a survey application other than Kinesis Survey.

Survey URL: The Survey URL is where respondents should be sent to take the survey, and with what parameters. "sesskey" is a unique key generated by Panel Management to track each respondent's survey status, and is the only required parameter that must be sent to and from the survey, although a traditional survey typically mandates sending both a unique identifier (so survey data can be matched with specific respondents) and the sesskey. All system fields and datapoints in your panel can be piped into this URL (identifier, email, gender, etc.).
Exit Properties: This section contains the exit links you need to implement within your survey, and clarifies the destinations where respondents should be sent upon achieving one of the 3 possible completion statuses (Complete, Profile-terminate, Quota-terminate).
Survey Exit Hash Algorithm: Choose between MD5, SHA-1 and SHA-256 hash algorithms to use. When in use, the hash value will be automatically appended at the end of the external link. The hash verification can be used by the third party system to validate that the link has not been tampered with by the panelist. The hash algorithm uses the section of the URL after the question mark and appends Secret Hash Salt as specified in the project's general properties and takes either MD5 and SHA-1 of the resulting string:
http://demosurvey.opinioninsight.com/html.pro?id=SURVEYID&pcid=ks&identifier=[IDENTIFIER]&sesskey=[sesskey]
- If the Secret Hash Salt is G00d^PassWD and you selected MD5, a function call in PHP would look like the following:
  md5("id=SURVEYID&pcid=ks&identifier=XXXX&sesskey=XXXX"."G00d^PassWD");
Secret Hash Salt: The hash salt is used in conjunction with the hash verified survey and reporting URLs (please see the other tabs). The hash salt is added to the algorithm to make it tamper-proof for external parties. Setting a good salt with at least 12 characters is recommended if you use MD5 or SHA-1 secured URLs.

2.5: Category Assignment

You can mark each project to belong to certain categories for later reference.

Typically, the category selection is used to filter panelists based on their participation in similar studies i.e. Consumer goods -> Baby products. For example, you may not want to invite the same panelists to participate in multiple studies in the same category too frequently. In order to use the category selection you need to create categories and sub categories first. This is done in the Category Manager. You may return to each of your projects at a later time to make adjustments.

3: Copy Project

To copy a project, you must have an existing project to copy from.

Click the copy button to duplicate your project.

This will create an exact duplicate of your project.

Adjust your project settings as necessary and click Copy Project.

After you click on Copy Project, a prompt will appear asking to copy campaigns, select the schedule offset and click Ok.

Copy Campaigns: This control will allow you to also copy the campaigns in the project. When it is checked, it will enable the Select schedule offset drop-down.

Select schedule offset: The start date for the campaigns will be calculated by adding the number of days selected to the current date.

After you click Ok, you will be brought to the project overview page of the duplicated project. To view your duplicated campaigns from the previous and queue time, click on the campaign listed Campaign at glance.

3.1 Deleting a Project

A project can be deleted by using the delete icon next to the copy button.

Note: Only projects that have not launched a campaign can be deleted.

4: Create Sample

A sample is a subset of panelists created for the purpose of targeting email or SMS communication (survey invitations or otherwise). A new sample can be created using either of the following methods:

Query for sample: Queries are the starting point for pulling sample based on specific criteria. Think of them as target demographics or target definitions for a subset of panelists. Because queries are definitions, their counts are dynamic and can fluctuate over time as panelists join or leave the panel. The query system is highly flexible and allows you to include or exclude individuals based upon any stored database variable.
Import sample: This feature is used for importing a list of panelists generated from an external source.

For more information on creating sample for your projects, please see the Sample Manager.

5: Invite Sample to the Project

Invitations are sent and managed by setting up "campaigns" in project mode. A campaign is the entire scheduling history for an individual sample for a particular project. A campaign includes the initial invitation and subsequent reminders sent to panelists. A sample must be created before you can send out invitations.

For more information on how to invite a sample to a project, please see our section on Inviting Sample to a Project.

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