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This feature will allow you to update panelist completion statuses from a CSV or Excel™ file. This tool can only be used to assign or change a final status to a panelist for a specific project - it cannot be used to reset a panelist who has already completed a survey.
Important: Final statuses cannot be reversed using the interface once assigned. Changing the final status assigns the appropriate point reward to the respondent. [Forsta] recommends that status updates do not exceed 10,000 panelists per file as the process can be resource-intensive and may lead to performance issues.
1: File Selection
Select a CSV or Excel™ file to import. The imported file must consist of two columns with the first containing the Session String and the second column the Status Code. The Session String is a 16 character string that is normally found on invitation URLs:
http://domain.com/receiver.pro?key=<SESSIONSTRING>
The session string is used to uniquely identify a single panelist and the project associated with the session and can be retrieved by selecting View Links from your Campaign Manager.
The assigned status code must be one of the following: 'completed', 'profile' or 'quota'. Once a panelist is updated to a final status, they will no longer receive reminder emails and will be unable to enter the survey with their invitation URL.
1.2: Updating Panelist Statuses in Project Mode
When working in Project mode, you have an additional way to update panelist statuses using either their email address or panelist identifier.
This method is different from the traditional format that uses the Session String.
Each field listed below should be included as its own column in your upload file.
Available Fields in Project Mode:
Email or identifier: The panelist's email or the panelist's identifier.
Status_code: The Status Code must be one of the following: 'completed', 'profile' or 'quota'.
Points: The number of points will be given to the panelist for the activity. If this is provided, it will override the points in the campaign. Must be positive integer. This field is optional.
Note the note that will be added to the reward points. This is the text that is shown to the panelist when they look at their reward points history. This field is optional.
Custom_status: The custom status field. This field is optional
Note: The original Panel mode format is still supported and can be used within Project mode.
2: Test Import
If this is set to "yes", the import will not modify any existing data, but will confirm that the update will work as expected.
3: Maximum Errors
If this is set to anything other than "unlimited", the importer will abort the importing process once it encounters more than the specified amount of errors. In this case, none of the data will be changed. Notice: If the importer encounters a row that triggered a warning, that row is skipped. Warnings are not counted towards the errors and will not cause an import to fail.
4: Upload
Pressing the Upload button will initiate a background process. The status of the import can be seen in the process list. Once the import is complete and your panelists are updated, a report will be generated.