To create a new sample: Through the Research Suite, it is simple to create your panel and distribute your survey to it. Use the panel upload options 1. On the Sample Management page, click the Create New Sample button. available to you to make your contacts accessible in your account. 2. On the Panel button (top right), choose a panel to pull the sample from. If you were already looking at a panel on the Panel Members page, then that panel will be selected already. With the Panels tab you can choose to upload your contacts using a spreadsheet, if you are using a large panel, or you 3. In Sample Name, enter a name for your sample. can choose to copy and paste your contacts through the “Add New Panel Members” option, if you have a smaller distribu- 4. In Max Sample Size, specify the maximum number of panel members for the sample. The Max Sample Size only tion. After uploading your panel members, you can go to the Distribute Survey tab and under the Email Survey page, you takes effect if there are more panel members matching the criteria than the Max Sample Size. can select a panel to send your survey to. Once a panel is created, you can distribute any of your surveys to it. It is not • Click the Calculator button for help deciding on your Max Sample Size. You will be prompted connected to any one survey. to enter your desired number of responses and your expected response rate. 5. Click Add a Sample Condition to specify logic for the desired demographic of panel members. If you don’t In this chapter we also covered the benefits of creating a Panel Sample. If you would like to send the survey to a smaller specify a condition, it will just pull a random sample of panel members until it reaches your Max Sample Size, randomized sample of your panel, you can do this through Sample Management. You could also specify that you would like if possible. to create a sample out of only those respondents who have already taken the survey, those respondents that don’t belong 6. Choose the type of criteria you would like to use. to another sample, or respondents that have a specific embedded data value in the panel. • EMBEDDED DATA: Provide a Field Name, whether it’s equal to, greater/less than, and the value of the field. Using these panel features, you will be able to successfully get your survey out to your respondents and collect only the • RECIPIENT HISTORY: Set up a condition based off Last Survey Taken and the Last Email Distribution data you want to collect. Date. • RECIPIENT SAMPLE MEMBERSHIP: Set a condition based off whether the panel members are a Member or Not a Member of another sample of the panel. 7. Click the blue “+” button to the right to add additional logic to your condition. Doing so will allow you to use the And If and Or If logic. 8. When finished, click Generate Sample to filter the panel members according to the condition. You can make any edits as needed and click Refilter Samples to regenerate your sample. 9. Click Close to close out the Create Sample window when finished. Q-TIP -TIP Q - T I P Q - T I P After your sample has been filtered, you can click the Edit button to see the information for the panel members in the - T I P sample. You can also click the History button to see their panel history, like on the Panel Members page. Summary Good data collection is dependent on a good panel. When you distribute your survey to a panel in Qualtrics, all of the panel information is attached to the responses of the panel members taking the survey. From this, you can tell who has taken the survey and track their responses. 154 | Chapter 8: Panels Chapter 8: Panels | 155