Panel Sample

Use sample management to create a sampling of your panel members. This feature is helpful when you would like to send the survey to only a portion of your panel without creating a new panel.

To create a new Sample:

1. Open the Sample Management page in the Panels tab.
   
2. Click the green Create New Sample button.
   
3. Type your Sample Name.
   
4. Choose your Max Sample Size.
5. If desired, use the Sample Size Calculator to help determine the appropriate sample size.
6. If needed, Add a Sample Condition to specify which panel members are eligible to be in the sample. To create your Condition:
   
1. Choose whether the condition will be based on Embedded Data, Recipient History, or Recipient Sample Membership.
2. If you chose Embedded Data, choose the Field Name as well as the Field Value you will be using.
3. If you chose Recipient History, choose whether to base your logic upon the Last Survey Taken or the Last Email Invitation Date, and specify a date.
4. If you chose Recipient Sample Management, specify the Sample you will be basing your logic on, and whether new sample members should be a Member or Not a Member of that panel.
7. Add multiple conditions by clicking the blue plus sign on the right of your condition.
8. Click Generate Sample.
   
9. When you are satisfied with your sample, click Close.