Edit Panel Properties

These screens allow you to configure your panel settings, including the panel name, domain name, support email, and default point settings.

To access the MODIFY PANEL PROPERTIES screen, open the My panel drop-down in the navigation bar and click Edit properties.

1:  Panel Properties

The Panel Properties tab allows you to change general panel settings.

Available fields include:

• Panel Name:  Name for your panel. Each project will require you to select the panel you plan to pull sample from by referencing this name.
• Days to Track Activity:  Sets the number of days to track panelist response to projects and will be the time frame used for historical response and historical completion rate calculations. This setting can only be adjusted prior to any projects launching with the panel. If this value needs to be changed and there are projects that have been created, contact Technical Support.
• Time to Run Activity Tracking:  Set a time on the server that will run daily activity tracking. This feature will configure the panelist response rates and will save this number for display throughout Panel Management. It is recommended that this be run during off-peak hours when activity is at it's lowest.
• Panel Support Email:  Specifies the email address to which test emails are sent to.
• Domain Name:  Specifies a domain to use for this panel. For example, if you have multiple panels and they are not associated with each other, separating them by domain can be done through this.
• Default Project/Campaign Points:  Set the default point score for completed, profiled, and overquota surveys. This value can be adjusted on a project by project basis.

2:  Registration Survey

This tab allows you to generate a link for creating a Registration Survey within Forsta Surveys. 

Available fields include:

• Panelist Survey Entry:  The Forsta Surveys survey link.
• Forsta Surveys Instance:  The Forsta Surveys domain. 
• Forsta Surveys Company ID:  The client’s Forsta Surveys company ID.

If both Forsta Surveys Instance and Forsta Surveys Company ID are entered, the Copy link and Go buttons become available. These buttons allow you to quickly access the Forsta Surveys Registration Survey editor.

3:  Panel Local

This tab allows you to enter translated texts for elements in panel that would otherwise be hardcoded.

• Portal Registration:  Text in panelist rewards history for date they registered.
• Redemption Approved:  Text in panelist rewards history for approving/processing automated or manual redemption.
• Redemption Denied:  Text in panelist rewards history when a redemption is denied.
• Redemption Pending:  Text in panelist rewards history when a request for redemption is pending but has not been processed.
• Referral of:  Text in panelist rewards history when the panelist successfully refers a new panelist.
• Survey Participation Reward:  Text in panelist rewards history when panelist is rewarded for completing a survey.

4:  Advanced Settings

This tab allows you to change advanced Panel settings.

• Custom email Extension-Field headers (X-Headers):  Extension-field headers can be added to all outgoing campaign invitations.
• Panel loopback email address: The loopback email address used for this panel. If a panelist marks an email as spam, a notification will be sent to this address.
• Panelist identifier settings: These settings allow you to define rules for how panelist identifiers are generated. Changes will only affect new panelists. Existing panelists and their identifiers are not changed.

  • Type: Chose between numeric and alphanumeric (default). Alphanumeric identifiers are reccomended, because of the greater number of values that can be generated.

    Note:   Numeric identifiers are not zero padded. Their length will vary depending on the selected minimum and maximum.

  • Prefix:  For alphanumeric identifiers, add a specific prefix to the identifier. Default: empty
  • Length (without prefix):  For alphanumeric identifiers, select the desired length of the random portion of the identifier (7 - 55 characters). Default: 16
  • Minimum:  For numeric identifiers, select the lower boundary to generate new identifiers with.
  • Maximum:  For numeric identifiers, select the upper boundary to generate new identifiers with.
• Enable Expire Points: Enable and disable if points expire in this panel. Points expire based on the awarded date. Panelists cannot redeem rewards using expired points.
• Opt out inactive panelists: This feature turned on, will opt-out all panelists that have not participated within the specified amount of days. "Participation" includes the 3 completion states as well as starting a survey (but not completed). This includes panelists that have never participated as well - for those, their join date is used. The first wave of opt-outs will happen 24 hours from when the feature was enabled. The minimum value for the number of inactive days is 1.

• Points Active (Days):  Controls the number of days panelists points will be active. When points are active, panelists will be able to redeem the points. Only available if Enable Expire Points is marked Yes.

  Note:  When a new value is saved for Points Active (Days), panelists points beyond the specified period are expired.

• Enable Decipher Signed Links: Enables and disables signed Forsta Surveys links for this panel. Signed links helps prevent link alteration. Once enabled, panelists will be redirected to the signed links. If the signed link is unavailable, panelists will be redirected to the unsigned link. This feature affects all Forsta Surveys links in this panel.

  • Decipher API Key: The API key needed to retrieve signed links from Forsta Surveys.

    Note: The signed links feature should be configured on your Decipher instance before enabling it in this panel.

• Blacklist Fraudulent Panelists: When enabled, panelists are automatically blacklisted if they register a complete for a project without first clicking the invite link to start the project.

4.1:  Using X-Headers

To add a new Header, fill out the text field and press the save icon besides it. This will immediately add the header.

You can use the following pipes to dynamically change the header value for each email:

• %PANELID%:  The Panel ID the email is being sent from
  • %PROJECTID%:  The ID of the Project where the campaign was launched from
  • %CAMPAIGNID%:  The ID of the Campaign that the panelist was invited from
  • %PID%:  The Panelist ID

To edit an existing header, double-click the header name. Then perform your changes and confirm by pressing Enter on your keyboard. To undo your changes, press Escape on your keyboard or click outside the edit field.

Delete an existing header by clicking the delete icon. This will immediately delete the header.

The following examples show how to acceptably format the headers.

• X-ABC-Identifier:  01-23456.%PANELID%.%PID%
• X-INV:  %PANELID%.%CAMPAIGNID%.%PID%
• X-TEST-ID:  Test mode

5:  External Services

5.1:  Lucid

Lucid allows publishing a project to make use of Lucid's survey router system. 

• Enable Lucid:  Enable/disable Lucid services.
• Points Exchange Rate:  Enter the amount of points that equal 1 USD. This value is only used for reporting.
• Disqualifying Panelist Points:  The number of points received by a panelist that did not qualify for any of the surveys offered.
• Lucid Compensation Grid:  The Lucid compensation grid allows you to specify reward points based on the length of interview (LOI). The LOI is retrieved from the information that is sent back to Panel Management by the Lucid Router. Enter the amount of points you want to issue for the three return statuses (completed, profile terminated, quota terminated) Use the Add and Delete icons to adjust the entries to your needs. The lowest LOI must always be zero.
• Supplier ID:  Enter the Supplier ID that is given to you. To set up Lucid, please contact Technical Support.
• Hashing Key: The secret key that is given to you during your Lucid setup. It is used to sign outgoing links to prevent tampering and verify links of returning panelists.