Refine List

Refine List

Section were the project Manager can include or exclude specific set of members into the study. Refine list is having multiple refine options, the PM filter the members based on email, panelist ID, first name, middle name, last name, postal code and also add OR, IF, AND condition to the list.

Refined list can be utilized in two ways:

• Include/exclude from the list: Under this you have an option to design universal refine list and call the list under project. EX: consider a scenario where you want to invite only selected 50 members using panelist ID for a study or you wanted to re-contact a specific set of members for a study. Under such scenario you can design a universal refine list under refine list section and call the same under a project.

• Include/exclude from the project: You can also include/exclude respondents of the previously launched projects for present project. EX: Consider a scenario where client want to run a tracker study (monthly recurring study) and wants to exclude completes of previous 3 months study to ensure fresh and unique samples. In such scenario a brand can use “Include/exclude from the project” feature.

o To create a new refine list, From Main Menu -> Project -> Refine List -> Create Refine List