Panel Building
Last updated
Last updated
Panel Building
A panel is a group of online verified respondents who has agreed to take part in market research studies, using Me-Grow Panelhub(AH) a brand can design a panel from the scratch, AH has various security features to ensure optimal panel quality.
Build and manage an online panel in four simple steps.
Build: Build the customer base by running digital recruitment campaigns or connect your existing panel base.
Manage: Manage members with advanced health algorithm. Manage churn with effective campaign management with analysis & ensure optimal results.
Engage: Advanced engagement model with smart interaction and customer retention.
Gratify: Gratification for every activity by member/customer and make loyal customer.
o Panel Settings:
Design a panel with brand specific elements to effectively engage with the customers.
Overview/Basic Settings: This section covers the basic settings required to design a panel.
Panel Name: Define the brand/Panel Name. An account can have multiple panels and the name should be unique.
Panel Country: Choose the country under which the panel/Community is to be built.
Panel Language: Choose the panel language. Primary language in which the panelist portal and communication templates will be set.
Panel Segment: Define the panel segment (Healthcare or General Consumers)
Research Categories: Choose the research categories applicable for the panel. Studies under the selected categories shall be run in the panel/Community. Unselected research categories are restricted.
Panel Logo: Brand/Panel logo to be included in member communique.
Signup URL: Sign up/Sign in URL for the members to register and access their panel account. This link will be embedded in the brand website and the traffic to be routed here.
Member Terms: Brand specific Terms and Conditions, Privacy Policy and FAQs. You can also use our standard links if you do not have one.
Colour Settings: Brand specific color codes to customize the panelist portal in line with brand element. Customise Menu and button formats.
Communication settings: Define the support desk email to receive member queries and set the Name with which you would like to interact with the members.
Communication Templates: Define the standard communication templates that could be fetched dynamically when launching projects and promotional activities. Make use of the predefined keywords to dynamically append the values. Update the templates with brand elements and customize as required.
Communication Channels : Email, SMS, Desktop Notifications , FAX
Account Activation: Activation link will be sent to panel members upon registration. To verify and validate the member’s email address.
Survey Invitation: Email to notify the members on survey opportunity
Survey Reminder: Email to remind the members on survey opportunity
Redemption Acknowledgement: Email to acknowledge the members on the redemption request
Reward Dispatch: Email to deliver the reward codes/Honorarium
Forgot Password: Email with OTP to reset the account password
Invite Friends: Inviting friends and colleagues to join the community
Redemption Error: Email to notify the members in case of rolling back the redemption requests
Mobile Number Verification: SMS with OTP to verify the mobile number
SMS - Survey Invite: SMS invite to notify the members on survey opportunity
SMS - Survey Reminder: SMS to remind the members on survey opportunity
Notification - Survey Invite : Desktop notifications to members on survey opportunity
Notification - Survey reminder: Desktop notifications to remind members on survey opportunity
Fax - Survey Invite: Fax invite to notify the members on survey opportunity (For Private Panels)
Fax - Survey Reminder: Fax to remind the members on survey opportunity (For Private Panels)
Incentive Model: Define point based incentive model based on length of the study. Members upon successfully completing the study/activity will automatically be assigned with the predefined incentives/points based on this table.
End Pages: Standard End pages. Members will be routed to these pages based on their statuses upon completing a study. HTML driven pages that can be customised as per the brand requirements.
Confirmation Page: Welcome message for the members upon successfully verifying their email address.
Screen out: End page when the member gets termed out of the study basis the qualification criteria.
Quota full: End page when member attempting to answer the survey quota that is already met.
Complete: Success massage for the member upon completing the research study
Survey Paused: Warning message to members when attempting to answer the survey that is closed for data analysis.
Quality Terminate: Warning message to members when trying to complete the study suspiciously.
o Panel Dashboard:
A panel dashboard is an information management tool that visually tracks, analyses and displays key performance indicators, metrics & key data points to monitor the health of a panel business.
Panel Stats: Snapshot on overall panel performance. Track active members, panel response rate, Profiling depth, panel retention rate and unsubscribe rate on a glance.
AARRR Analysis: Funnel modelling to track and measure the churn at every stage of customer acquisition.
App User: Tracking the Co-branded app penetration amongst the active members.
User Journey: A snapshot on the user journey mapping to understand the customer experience.
Panel Utilization: Member segmentation basis study invites and utilisation.
Panel Usage: Responses and completes received against the total invites. Helps to analyse panel responsiveness.
Response rate timeline: Monthly response rate tracker.
Profiling Depth: Track the profiling depth per profile category and plan to engagement activities to enrich panelist data pointers.
Panel distribution: Compare panel potential with national census representation.
o Panel Recruitment:
Design, run and analyze digital recruitment campaigns and measure the affiliate & Campaign performance over the time. With Me-Grow Panelhub, connect multiple affiliates for panel recruitment and track the conversions.
Tracking: Track the campaign conversions at each stage - Page views, Registrations and Activation. Analyse the conversion, retention rate per affiliate/traffic source.
o Timeline Report: Day wise conversion analysis on the campaigns.
o Overview by Source: Traffic source/Affiliate specific conversions, utilization, retention and responsiveness metrics.
o Distribution by Source: Traffic source/Affiliate specific panel distribution on Gender, Age group and Region.
Affiliate Management: Add and manage affiliates. Initiate campaigns under affiliates. Track the conversions and measure the performance.
o Add Affiliate: To set up a new affiliate, from panel menu – Choose the panel -> Recruit -> Affiliate -> add affiliate
o Affiliate Name: Provide the name of the affiliate you wish to add.
o Tracking Type: Select the tracking type. This will be basis the affiliate preference. (Pixel, Redirects, Postbank-Post, Postback-Get)
o Affiliate Identifiers: Add Identifiers if any to be passed back to the affiliates through the pixel codes. These identifiers will be passed in the recruitment page URL at affiliates end and they would expect us to pass it back through the tracking codes.
o Pixel Code/URL: Add the tracking code provided by the affiliate. Replace the identifiers with Ah specific keywords to append the identifiers in the tracking code.
Example: In the code shown below Unique Panelist ID has been appended
<img src="https://affiliate.go2cloud.org/aff_l?offer_id=176&adv_sub=[PANELISTID]" width="1" height="1" />
o Keywords: Parameters that could be passed/appended in the tracking code.
In the screenshot above, identifiers UID and Transaction ID has been appended to the post back link.
Campaign Management: Add and manage campaigns under the affiliates created. Track the conversions and measure the performance.
o List Campaigns: List campaigns initiated and monitor the conversions across multiple campaigns created under various affiliates.
o Add Campaign: Set up a new campaign, from panel menu – Choose the panel -> Recruit -> Campaign -> Add Campaign.
Campaign Name: Add a campaign Name. Name should be unique
Affiliate: Select the affiliate under which the campaign is to be set.
Target: Define the target – Required activations. Campaign will automatically pause upon reaching the target.
Status: Set the campaign Status (Draft, Active, Paused, Closed). Manually activate and pause campaigns.
Recruitment URL: Landing page URL where you wish to drive the affiliate traffic and get them registered in your panel. Landing page should have the panel specific signup/Sign in URL iframed to capture the registrations and track the conversions.
Registration Bonus: Reward bonus if any to be allocated to the members upon successful activation. (Optional)
Tracking Type: Tracking type as preferred by the affiliate. This will automatically fetched upon selecting the affiliate. If required, tracking type can be changed specific to this campaign.
Affiliate Identifiers: Identifiers/Parameters defiled under the affiliate to identify the traffic. These parameters shall automatically be fetched as defined under the affiliate chosen. Fetched from the affiliate settings. Can be changed specific to the campaign if required,
Pixel Code: Pixel codes defined by the affiliate. Fetched from the affiliate settings. Can be changed specific to the campaign if required,
Keywords: Identifiers and Parameters available
o Campaign Stats: Track the conversions for each and every campaigns and visualise data at a glance to understand the campaign performance. To track the stats, Panel -> Recruit -> Campaign -> Under campaign listing click on the pie chart icon specific to the campaign.
o Campaign URL: Recruitment URL are generated specific to the campaign. All the registrations happening through this link would be tracked under the campaign. You will have to share this link to the affiliate to route their traffic and you can manage the conversions. To grab the campaign specific URL, Choose panel -> Recruit -> Campaign -> Hit the hamburger menu specific to the campaign
