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Global Panel Management System
Quick Steps
for
Sending of Invites to All of the Panelists
Reserved Manually
September 2002
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Introduction
You could quickly send invitations to panelists from advanced panel by doing the
following:
1. Set up the study/wave for which invitations will be sent to panelists (Project
Management / Studies/Waves).
2. Reserve manually panelists for the study (Panelist Management/Browse Panelists)
3. Prepare the contents of the invitation, and send it (Project Management /
Studies/Waves).
Before starting step one, you should have created your advanced panel. Enter it by
clicking its ID (Panel ID) under Panels/Advanced Panels/
1. Set up Studies/Waves
1.1 Go to Project Management / Studies/Waves on the menu on the left.
1.2 Press the Check for Available Projects (GMI) button to import a new study into
the Net Panel. Figure 1.2.1
Figure 1.2.1
1.3. Select the project from the list of available projects (left column). Figure 1.3.1
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Figure 1.3.1
1.3 Press the IMPORT button. Figure 1.3.1
1.4 Give name to the newly-created study and wave. Give comment on the wave.
Figure 1.4.1
Figure 1.4.1
1.5 Press the SAVE button. Figure 1.4.1
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2. Reserve manually panelists
2.1. Go to Panelist Management/Browse Panelists on the menu on the left.
2.2. Check all of the panelists (left column) to reserve them for the study. To check all
of the panelists on one page, press the + button on the top of the first column from the
left. Figure 2.2.1
Figure 2.2.1
2.3. Press the RESERVE FOR STUDY button. Figure 2.2.1
2.4. Select the study and the wave, which you are reserving the panelists for. Press the
RESERVE PANELISTS button. Figure 2.4.1
Figure
2.4.1
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3. Prepare invitation. Send invitations to panelists
3.1. Go to Project Management / Studies/Waves on the menu on the left.
3.2. Click the Study ID to enter the newly-created study/wave. Figure 3.2.1
Figure 3.2.1
3.3. Click on the Wave ID to enter the wave. Figure 3.3.1
Figure 3.3.1
3.4. Go to “Mail translation information:” Press “English - 1 missing translation for
invite mail message” to prepare the text of the invitation. Figure 3.4.1
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Figure 3.4.1
3.5. Put down the subject of the invitation (Figure 3.5.1). Write down the text of the
invitation or load it from a template by pressing the LOAD TEMPLATE button.
3.6. When you write down the invitation, you could use attributes (FIRST_NAME,
FAMILY_NAME, LINK, etc.) by selecting the attribute from the ADD
ATTRIBUTE field. Select LINK from the System Attributes, and insert it into the
text of the invitation by pressing the ADD COMBO VALUE button. Figure 3.5.1
3.7. Press the PREVIEW button. Figure 3.5.1
3.8. Select the format of the invitation text by pressing the pull-down menu under Email format.
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Figure 3.5.1
3.9. Press the SAVE button. Figure 3.5.1
3.10. Press the SHOW ATTRIBUTE INFORMATION FOR GMI button. Figure
3.9.1.
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Figure 3.9.1
3.10. Select attribute from the attribute groups. Give it a name and press the ADD
button. Press the SAVE button. Figure 3.10.1
Figure 3.10.1
3.11. Press the INSERT RESPONDENT DATA TO GMI SE button. Figure 3.11.1
Figure 3.11.1
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3.12. Press the OK button. Figure 3.12.1
Figure 3.12.1
3.13. Press the INVITATION, REMINDER, TEST MAIL button. Figure 3.13.1
Figure 3.13.1
3.14. Check the box of the manually sampled panelists. Figure 3.14.1.
3.15 Fill in the name (Alias) and the address of sender. Figure 3.14.1.
3.16. Set the date and time for sending out the invitations.
3.16 To send a test mail, press the SEND TEST MAIL button. The invitation will be
sent to the e-mail of the user logged in. Figure 3.14.1.
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Figure 3.14.1.
3.16. To send immediately the invitation to all of the panelists reserved, check the ID
of the batch of mails to be sent out, and press the SEND NOW button under
Admin/Mail Queue. Figure 3.16.1.
Figure 3.16.1
3.17. To send reminders, set the time, date and filtering numbers for the send-out.
After that press the SEND REMINDER button. Figure 3.17.1.
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Figure 3.17.1
If you have sent 1 reminder before, fill in the numbers 1 in the box against “Filter
reminders on number of reminders sent:”. If you have sent 2 reminders, put
down the number of 2, etc. Then press, the SEND REMINDER button.