How to create a new questionnaire using panel members 2019

Definition

Questionnaire using panel members in this document temporarily called panel questionnaire.

Panel questionnaire is divided into 2 types: Not panel bus and panel bus

Not panel bus

Not panel bus: panel member just answers the questionnaire, not jump to another questionnaire although the questionnaire is closed, outside target or out of quota

Panel bus

Panel bus: will lead panel member to answer another questionnaire if the questionnaire is closed, outside target or out of quota

• Mini survey is also a panel bus questionnaire, but with less questions. Mini survey also jumps to another questionnaire but in special rule.

See Priority and survey path to know how panel bus and mini survey jumping

Create questionnaire

Create on questionnaire resource list

Copy questionnaire from questionnaire template “Vox Questionnaire template - CAWI Panel - Panel bus”

Questionnaire name: Vox Questionnaire template - CAWI Panel - Panel bus

Resource id: 15539329

Resource template: Panel bus questionnaire

Using CIAB

Going to questionnaire on CIAB by click the Questionnaire link as image:

Create new questionnaire in 3 steps:

New Questionnaire is created with same result of copy template questionnaire “Vox Questionnaire template - CAWI Panel - Panel bus” Rid: 15539329

After questionanire is created, you must follow all bellow steps to make sure the questionnaire work correctly.

Setup questionnaire

Set constant value on the questionnaire

- Stam question: Set stam question need collect data (This is the list of questions required in this particular questionnaire).

- Show End Stam: Show stam questionnaire at the end of this questionnaire.

- Priority: Set number of priority, the lowest number is hight priority.

- Use profile: Copy data from panel data.

- Save profile: Update back to panel data (The default will be that when the stam data is altered, the changes are saved back to the panel background questionnaire).

- Not panel bus: If questionnaire is not panel bus, please check at constant “Not panel bus”

- Mini survey: if questionnaire is mini survey, please check at constant “Mini survey”

Setup questions for the questionanire

The questionnaire editor can open from resource list as normal you usually do; or can open from CIAB.

By clicking “Questionnaire editor”:

Sampling

Using CIAB

Click on “Group”

Follow 5 steps:

New group is created under the questionnaire, and same as the way of copy template group [0363vox] - Template group send out nat.rep combine block 01 (RID: 15521356)

Create mail template and bulkmail

Using CIAB

To create mail template for the qnaire, click on “Email editor” under the qnaire.

Then select Invitation mail or Reminder mail from existing template:

After select mail template, an Edit mail template dialog displayed, you must do 3 required steps, the fourth and fifth step are not required

1. Input points and minutes on Replace fields:

2. Edit template name:

3. Select From email: Because the default load is Voxmeter (newsletter@voxmeter.dk) it is using when sending newsletter; so you must re-select to Voxmeter (panel@voxmeter.dk)

There are 2 with same actual mail: panel@voxmeter.dk, please note that we use the first one

4. Select Bulkmail resource template:

Default selected for Invitation mail is “Voxnewsletter Invitation” Bulkmail resource template (It is same with “Panel Invitation bulkmail”)

Default selected for Reminder mail is “Voxnewsletter Reminder” Bulkmail resource template

If nothing special, just using the default selected. If you want to change bulkmail resource template, click on “Template type” for selecting another.

5. Click Edit button to open mail editor for editing Subject and Content of mail if need:

When done, click on Save button, a new mail template is created under the qnaire as the way you created on communicator tab.

Mailout

Using CIAB

There are 3 places you can send mail.

1. On Email editor:

Send Invitation

Send Reminder

Reminder can only be sent after Invitation sent, because Reminder build rule base on sending history of invitation bulkmail

2. On “Send invitation” and “Send followup”

When click on “Send invitation” or “Send followup”, below dialog displayed:

Click “Send emails” under Invitation will call same dialog as send Invitation above

Click “Send emails” under Reminder will call same dialog as send Reminder above