This article provides a comprehensive guide to Panelists Administration in EFS Panel. It covers various aspects of managing panelists, including searching, adding, importing, and editing panelist data, as well as performing duplicates checks and handling candidates. Panelists Administration The Panelists Administration menu allows you to view and edit the data of all panelists, including candidates. […]
Category: Enterprise Feedback Suite
Dashboard Neo
EFS Leadership
Identity Providers and SSO
MySight
People
Platform Administration
Portals
Projects
Report Manager
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Export (People)
This article provides a comprehensive guide on exporting data from the People module, including master data, participant data, and SPSS labels. It covers various export options, restrictions, and templates available in the system. Exporting Master Data or Participant Data To export master data or participant data, follow these steps: Panel-Specific Setting Options in Detail The […]
Groups
This article provides comprehensive information about managing groups in a panel administration system. It covers creating, editing, and organizing groups, as well as using various filters and update rules to maintain and modify group structures. Groups Overview Groups, also known as subpanels, are collections of panelists selected based on specific criteria. In panel administration, you typically […]
GDPR activities Log
This article provides information about the GDPR activities Log, which is a table that displays GDPR-related activities within the system. Information The GDPR activities Log is a feature that allows users to view and track GDPR-related actions performed in the system. A table is available under the GDPR activities Log, which informs you about the […]
Statistics (People)
This article covers various statistical features available in the People menu, including panel data, community statistics, way of entry statistics, session statistics, panel statistics, master data coverage, and panel quotas. These tools help panel administrators monitor and analyze the composition and activity of their panel population. Panel Data The People → Statistics → Panel overview […]
Incentive Management
This article covers incentive management in EFS Panel, including bonus systems, prize draws, and promotional campaigns. It provides detailed information on managing panelist rewards, conducting prize draws, and running successful recruitment campaigns. Bonus System The bonus system allows you to manage and track incentives given to panelists for various activities. (Access to the bonus system menu […]
Contacts
This article covers various aspects of managing contacts, groups, and communication within the EFS Panel system. It includes information on handling contact requests, creating and managing different types of groups, sending emails, and protecting panelists’ privacy. Contact Request List Visitors to the panel site and panelists can write to the panel operator via the contact […]
Panel Configuration
This article covers various aspects of panel configuration in EFS Panel, including consent form configuration, automatic deletion of invited panelists, ways of entry, PCI configuration, panel tracking, panel statuses, capacity filters, and password configuration. Consent Form Configuration The consent form configuration allows you to create and manage the consent form for panelist registration. This feature […]
System Data
This article provides comprehensive information about System Data in EFS People, including its purpose, types, and usage in panel management. Collecting Data with EFS People System Data In addition to personal data such as last name, first name, and address, so-called system data are stored automatically for all panelists. They are used to collect meta information on […]
Tracking Variables
This article provides comprehensive information about tracking variables in EFS (Enterprise Feedback Suite). It covers various types of tracking variables, their meanings, and how they are used to monitor panelist behavior and survey participation. Information Tracking variables are essential for understanding panelist engagement and survey performance. This guide explains the different tracking variables available in […]