Projects
Project Management
Create and manage projects more efficiently with access to triple opted in Panel pool, supplier and quota management functionalities.
Projects section is a wizard in AH to design, manage and analyse multiple study simultaneously, it is a section where a brand can reach out to right set of audience for the right set of studies.
- List Projects: List and monitor the projects created. From Main Menu -> Project -> Projects
- Create New Project: To create a new project, From Main Menu -> Project -> Projects -> Create Project
- Project Name: Assign a unique name to your project to track and monitor.
- Project Manager: Name of the project manager who handles the project for future reference.
- Research Industry: Select the industry segment – General Consumers or Healthcare
- Research Category: Study category to filter our correct set of audience for your project.
- Upon submitting the page, system will prompt the project redirects that are to be fixed in the survey. These redirects can be accessed anytime under the project settings.
- Once the project is created, user will be routed to the Target Group section where the study qualifications are to be defined. Project can hold multiple Target groups. For multi country project, user can create one TG per country and manage multiple TGs in one single project.
Overview: Basic qualification and demographics to be defined in this section
- TG Name: A unique name to identify or differentiate the target group.
- Country: Select the country under which you wanted to run the project.
- LOI: Estimated length of the interview. Please be precise as much as possible here as the project cost (CPI) would escalate if LOI fluctuates beyond 20%.
- Incidence Rate: Estimated incidence rate. Please be precise as much as possible. Cost would escalate in IR increases by 20%.
- Required Completes: Total completes required under this target group.
- Age Range: Select the age range of the audience you wish to invite for the study. You can select between 18 and 99.
- Gender: Male Female or Both you would intend to invite.
- Quota Setup: Set as Hard or Soft Quota. Hard quota will automatically close upon reaching the required completes. While soft quotas will allow more completes beyond the limit and has to be managed manually.
- Region: Define the regional criteria, filter the audience basis Zone, State, City, County, Province and Postal code.
- Profile: Further filter the audience by selecting the AH global profiler and fine tune the requirement. Only panelist who fits the qualification will be invited.
- Refine list: Include or exclude specific set of panelist or respondents from previous waves basis their response status.
- Security Settings: Additional security to filter out the suspicious entries.
- Survey Links: Generate or Upload survey URLs.
- Add the mandatory tag [ID] to the survey URL. This tag will append the unique respondent id and will be the identifier to trace the respondents.
- To import the URLs, make use of the CSV template available.
- Quota: Create interlocking quotas on the demographics, region and profile attributes chosen and define the requirement per quota slab.
- Select Source: Source from which you would like to invite panelist or allocate quotas. Could be own panels, AH panels or external suppliers.
- Activate/Pause Quotas: Select the quotas you would like to enable or disable and hit the toggle button to change the quota status.
- Add Supplier: Select the quotas you would like to allocate to the suppliers and hit this button to add new supplier and fetch one from the list already available.
- Allocate the completes required per quota from the selected supplier
- Add Supplier specific redirects
- Save
- Schedule: Select the quotas and set the number of samples required and hit Schedule button. You can schedule the invites/Reminders for a future date as well.
- Scheduler: Add samples or send reminders to any specific quota as and when required.
- Reminders: Select the Quotas for which you would like to send reminders.
- Reminder Limit: You can send up to two survey reminders per Quota.
- Schedule Reminder: Reminders can be scheduled for a future date.
- Project Overview/Stats: Project responses (Terms, Completes, Quota Fulls and other statuses across all the supply source shall be tracked under the project Stats (Overview Section).
Project Dashboard: AH project management dashboard is a data-driven platform that displays metrics, stats, and insights that are specific to a projects launched or strategy by presenting a tailored mix of KPIs in one central location in order to benefit the project’s performance. It is a snapshot of all the projects launched in a stipulated time period.
- Project Overdue: Number of projects that are not closed for more than 45 days. Panelist rewards shall be approved upon project closure and it is vital to close all the projects on time. An ideal duration for any data collection project should be less than 30 days.
- Project Summary: Accumulation of projects created basis their current status.
- Timeline Graphs: Graphical representation of project, Completes and Cost timelines.
- Projects that requires attention: Under this section projects with deviations in terms of LOI, IR, Termination rate, Quotafull rate and Conversion rate will be highlighted enabling the user to attend these projects and take necessary action.
