In this article
The Sample Manager allows you to import new sample for your panel, or work with existing sample queries created with the Query for Sample tool.
Actions
- Query for new sample
- To create a new sample from the query tool
- Import sample list
- To upload/import a list of identifiers or emails from specific panelists that you would like to create a sample from
- New email campaign
- To setup a new email campaign
- Distribution manager
- To go to the Distribution manager
- Merge selected
- To merge multiple samples into a common group for common distribution, splitting, and invitation send-out.
- Delete selected
- To delete samples that you no longer need
- Exclude from selected
- To exclude one sample from another sample to avoid overlap
Samples List
Within the Manager, click on the sample group you'd like to work with. This will bring up a context menu with additional options:
- Edit details
- Allows the user to edit the sample name and description.
- Delete
- Will delete the sample. This is only available for samples that have not been sent an invitation.
- Copy
- Will create a new sample that is a copy of the sample displayed.
- Distribute
- Will allow the user to create new samples based on the answers of the panelists to various data points. See Distribution Manager for assistance with invitation weighting within the feature.
- Split
- Will create new samples based on user specified split criteria.
- View charts
- Will display statistics for the sample based on datapoint answers.
- Append data / View appended data
- Will allow the user to append data to the sample which is used when they are invited.
- Reserve
- Reserve this sample for one day.
- Lift reservation
- Remove the lock restriction on the sample. This option is only available if the sample is currently reserved.
Sample list columns
- Select
- Will allow the user to pick which samples will be used when various buttons are clicked.
- Name
- The name of the sample displayed. Clicking the name will allow the user to edit the sample name and description. A lock icon in front of the sample name will indicate that this sample is currently reserved.
- Sample size
- The number of panelists contained in the sample.
- Historical response
- The response average of panelists in the sample. It will display the historical response rate for the activity of the panelists in the sample as of the last time the panel activity processor was ran. If there was no activity as of the last run,Historical response will display "N/A".
- Type
- The way the sample was created:
- raw - This sample was made via the query tool or imported using the sample importer
- split - Another sample was split to create the sample displayed
- copied - This is a copy of another sample
- merged - This sample was created by combining two or more samples
- distributed - This was sample was created using the distribution tool
- Created
- The date and time that the sample was created.
- Created by
- The name of the user who originally created the sample.