Cint Access PRO Manual 2018
Tabs - active/closed/drafts - for Ops to go back and create order | Project ID | Name | Date | Completes | Navigation | Search field | Pages | Refresh | Switch between pages | Create new project | Go to knowledge base | '?' Help in Access PRO | See News | Chat function | Live chat/offline message | Logout
Insights Exchange panels
Supply Sources effects on profiling
Importance of profiling selections
AND among two questions/categories
OR within one question
Demographics - census vs custom
Profiling custom quotas
Figures vs percentages toggle
Feasibility vs wanted completes
Statuses to exclude
Project settings wheel
Target group 1
Target group price
Add target group
Total project price
Job Number -
Contact telephone number
Name and specifications
Live links/ test links
Terms and conditions
NDA T&Cs (if applicable)
Start and end date
Collects PII and categories
Survey and Respondents
Initial, current and projected pricing
If it's an ad-hoc
Monitor link to supplier
Pricing per target group
Accumulated/total wanted completes
Status - field status (paused, active, not started, closed)
Closed/Open selected quotas
In order to log into Access Pro, the users need to go to Cint’s web page at www.cint.com and select the login button in the top right corner. Or alternatively to go directly to https://login.cint.com, then enter the credentials of their account. Please be aware that both the username and the password are case sensitive and can consist of special characters.
Once logged into Access Pro the main system dashboard appears. The dashboard consists of four separate tabs with navigation panels and five action buttons.
Each tab contains a “search field” where projects can be searched by Project ID or Draft ID, name or date. At the bottom of each tab, there is a page number indicator and arrows for navigation, if there are more projects that can be displayed in the tab. The date indicator on shows when each project has been created. Drafts include also a date indicator for last time it was edited and saved.
- Idle – this tab shows all projects that are in idle status. These projects have not registered any responded activity within the past 5 days.
- Active – this tab shows all projects that are active and collecting completes. Note that idle projects would also appear in this tab as well, coloured in yellow.
- Closed – this tab shows all projects that have completed fieldwork and have been closed. Once a project form the Active/Idle tab is closed, it will move to the Closed tab.
- Drafts – this tab contains all saved project drafts/proposals created by sales. Operations will be able to find all proposals created by sales that are commissioned and need to be created as live projects. Drafts are kept by the system indefinitely, however, if needed they can be manually deleted by selecting the bin icon.
- Refresh – this button refreshes the data shown on the tab that’s currently selected. It can be of assistance when saving a new draft or when an active/idle project is closed. By pressing it the projects or drafts shown will be refreshed and updated.
- The blue arrows – this button hides or extends the main system dashboard from the left-hand side of the screen.
- Create 'New Project' – Check feasibility and/or create a new project - this button leads to the feasibility check and project ordering/setup. For further details about feasibility check and project ordering please see point 3.
- Go To KnowledgeBase – leads to the Cint knowledge base which contains user guides in the areas of project ordering, management and closure, as well as other useful general information. On every page in AccessPro the symbol '?' is a shortcut to the knowledge base explanations of what’s visible in the page or tab where the user is at that point. It also allows getting more help directly from the Knowledgebase.
- See News - a news feed that outlines when new features were released and or other major changes to the platform.
- Chat with us – at the bottom right corner is the location of the chat icon. The live chat functionality is intended when urgent and out of hours, assistance is needed. During normal working hours, please contact your dedicated Customer Success executive first.
- Logging out - in the top right corner the system shows the account that has been used for logging into AccessPro. Underneath is the log out button, which once selected will ensure a safe exit from the system.
Create New Project |Check feasibility and/or create a new project
Survey categories are mandatory. Select the main category that your study involves. Panels have to allow all your selected categories in order to be included in the feasibility count. Example, a project about Electricity Usage would fall under category 'Home'. The more categories you select, the fewer panels you'll have access to!
- ’Suitable for mobile’ - turn this off if your survey is not available on mobile, check the Knowledge Base for data on how much the qualified panellists are affected. Please note the system does not automatically perform this calculation, it is assumed your survey is available on all device types. Designating the study not available on mobile will block respondents trying to start the survey on a mobile device.
- ’Suitable for tablet’ - turn this off if your survey is not available on a tablet, check the Knowledge Base for data on how much the qualified panellists are affected. Please note the system does not automatically perform this calculation, it is assumed your survey is available on all device types. Designating the study not available on a tablet will block respondents trying to start the survey on a tablet device.
- 'Suitable for desktop'- turn this off if your survey is not available on computer, check the Knowledge Base for data on how much the qualified panellists are affected. Please note the system does not automatically perform this calculation, it is assumed your survey is available on all device types.
- 'Requires webcam' - if your study requires panellists to have a webcam, then the ones without one will be blocked from trying to start the survey. Please note the system does not automatically perform this calculation, it is assumed your survey does not require a webcam. Due to GDPR laws, when the webcam requirement is on, the Data collection is automatically selected to cover NDA.
- 'Requires Flash' - if yes, then panellists without Flash installed on their device will be blocked from trying to start the survey. Please note the system does not automatically perform this calculation, it is assumed your survey does not require Flash.
If you do not indicate device compatibility or webcam/Flash requirements at the project order stage, your project costs may increase during fieldwork.
- 'Restrict geographically' – Ensures respondents are located in the same country as your target group specifies. Default ON. Can be changed later. Turn this off if you want panellists currently located in another country to answer the study.
- 'Prevent duplicates' - Ensures the respondents take the study, not more than once. Default ON. Can be changed later. Mostly used by panel owners who have registered themselves in the panel and want to be able to test running projects with their own email addresses multiple times.
- 'Collects PII' - If a study is collecting PII (Personal Identifiable Information) for survey recruitment. Default OFF. Turn ON when the survey contains questions that can be used to identify the identity of the respondent, such as name, email address or phone number. Use cases: Focus Group recruitment, online diary recruitment, downloading plugins and now eye tracking, webcam studies.
Demographic and Survey Specific Data:
- Country – from this drop-down menu the fieldwork country is selected.
- Gender – ability to select/restrict the gender for a project.
- Minimum/Maximum age of a target group. The generic minimum age of the respondents that you can contact directly (without needing parental consent). Access PRO follows the minimum age country rules according to ESOMAR legislations.
- To contact respondents younger than the minimum age allowed in each market, you need to send your survey to the parents of the children. How to do this:
Create a target group for the parents that have children in the needed age range. Please contact the Cint Client Service team and they will adjust the survey invitation mail for you so that the parents know that the survey is aimed at their children.
- A number of wanted completes - The number of completes can be as low as 1, but it's recommended a minimum of 200 to achieve statistical reliability in your data.
- Incidence rate - The Incidence Rate is an estimate % of panellists that will qualify for the survey. It depends on the respondent profile you're looking for and is directly influenced by how strict the qualifying criteria of your study is. Please note feasibility assumes the project fits all selected project categories, will be available on mobile/tablet/desktop PCs, will not collect PII or sensitive information, does not require Flash or a webcam. If your project has any of these requirements, then you should consider lowering the Estimated IR. If you are looking for a very specific target group with a low incidence, it might happen that the project becomes not feasible. We advise you to use the profiling options to define more precisely your target group since this will in most cases help you to achieve better results. Incidence Rate influences the price of your target group.
- Estimated Length of Interview -The time needed to complete the survey is called Length Of Interview (LOI). How are respondents incentivized? LOI is communicated to the respondents in the survey invitation e-mail and the respondents' reward is based on it, depending on their panel's settings.
- A number of days in a field - Days in a field will affect the feasibility of your target group. It might be hard to collect the needed number of completes within 1 day. Feasibility accounts for the sample being used in projects and kept in quarantine for 7 days. More days in the field increases feasibility as the system accounts for panellists which will be available for the project at a later stage once released from quarantine.
- IR and LOI country limits: Based on international standards and on experience, Cint has implemented rules for minimum and maximum allowed the length of an interview (LOI) and incidence rate (IR). These are called country rules. Projects can be created only if they meet the minimum IR and the maximum LOI for each country.
- Fixed LOI: the ability to set up the LOI on a target group level. This feature only applies for own panels (they must be selected in SUPPLY section) and keeps the costs down by not letting the actual LOI effect the incentive. The fixed LOI can also be adjusted when infield on a target group level
Allows users to make regional selections at sub-country level. From main national regions (NUTS 1), provinces (NUTS 3), Nielsen regions, States, Federal/Government regions local regions, counties, DMAs, municipalities down to postcode* level. Please note that region granularity differs per market. *Postcodes need to be uploaded in the correct formatting (a CSV. file in which they’re sorted in ascending order with no duplicate values) in Access Pro. For example, in the UK Access Pro accepts only the first part of the postcode for example “NW1” and will not accept full UK postcodes as “NW1 2SQ”. Please note that in some markets where there’s limited regional targeting available, it can be found under the “Profiling” tab of Access Pro.
The set of panels to be used for the project and the individual target groups can be customized in that tab.
- Insight Exchange panels – shows all panels from the Cint open exchange in the selected market.
- My Panels – shows all client owned panel assets in the selected market.
- Private Pricing – (Private marketplace) showing all panels integrated within Cint’s platform which a separate pricing agreement with the client, in that selected market.
- Specific panellists - allows the user to upload specific panellists Ids or respondent GUIDs which to be used in the target group. The example in a re-contact project here the user would copy past all IDs that need to be re-contacted in the follow-up survey.
- Ad-Hoc supply – allows to route third-party supply sources which are not part of the Cint exchange through the platform. The ad-hoc supplier needs to be set up as a source once, by selecting the survey language and then the button “Create a new supplier”. Once created the ad-hoc supplier would remain in the Ad-hoc supply tab for the selected market. If a different market is selected and the same supplier will be used, the process would need to be repeated.
- Mix Supply - the option to create quotas on suppliers by creating groups and selecting the panels one wants to use. Running trackers can be used for the same supply mix and maintain data consistency.
- The projects overall progress can be monitored efficiently even when mixed with different supply sources. Quotas on suppliers will enable clients to become more cost-efficient, by optimizing the usage of their own panels first and later sampling from the external marketplace.
- Select all / Deselect all – automatically selects or deselects all available panels.
- Discard selection – automatically removes a panel(s) that have been selected and returns the user in the main supply selection tab.
Please note that if a user goes into any supply sub-tab, but fails to select a supply source and moves to another tab, like profiling, the system will be unable to show feasibility. Regardless of any profiling selected Access Pro needs to have a supply source defined in order to provide feasibility calculation.
Profiling helps target in a more specific and effective way, by choosing any number of profiling attributes that match the survey target criteria
Supply Sources and effects on profiling. When individual panels are selected Access Pro allows, panel specific profiling to be enabled. This allows the user to access any profiling questions which are specific just for that panel source.
- Automotive – contains all automotive and motorbike questions, including insurance, car brands etc.
- Business and Occupation – contains all profiling questions around employment, job roles, industries, company sizes etc.
- Country Specific – contains specific profiling variables which apply only for a selected market. Example of such variable would be “social class” in the UK, which does not have an alternative in Italy.
- Education – contains all profiling questions around level of education, subject and graduation year.
- Electronics – contains profiling questions about electronic products such as digital cameras, printers, Smart TVs etc.
- Ethnicity – contains profiling questions about respondent’s ethnicity
- Finance – contains all profiling question about personal, household income, savings, banks and financial products.
- Food & Beverage – contains all profiling question about grocery shopping stores, restaurants (fast-food) and drinks that respondents consume.
- Gaming – contains all profiling questions about gaming platforms and devices, types of games, hours spend playing etc.
- Healthcare Consumer – contains all healthcare profiling question about illnesses/conditions.
- Healthcare Professional - contains all healthcare practitioner profiling questions about doctors/nurses.
- Hobbies and Interest – contains all profiling questions around sports and other activates in which respondents participate as a hobby or interest – gardening, cycling, gambling etc.
- Household – contains all profiling questions affecting the household – utility companies, household size, marital status, the presence of children and their age, pets and animals etc.
- Media - contains all profiling question around types of TV channels, TV and entertainment packages, Radio, publications and social media use.
- Mobile – contains all profiling question around mobile phone plans, devices and brands etc.
- Mother and Baby – contains all profiling questions around babies and pregnancy etc.
- Region – contains limited regional profiling question around provinces, cities, size of in markets where there is very limited regional targeting.
- Research – contains profiling information on different types of research, webcams, cookie, online tracking.
- Smoking – contains all profiling information on tobacco products use and smoking.
- Travel – contains all profiling information around travel, a number of flights, what type of flights and airlines, types of holidays/vacations, regions/countries visited etc.
Importance of profiling selections
It’s important to note that any profiling that is not selected when the project is setup will directly affect the incidence rate of the project. It is not possible to add profiling selections to a target group after it has been created/commissioned.
- Profiling logic among two or more question/categories is “AND”. Example a respondent owns a “dog” AND lives in “owned flat”.
- Profiling logic within multiple answers within a single question is “OR”. Example a respondent has either “1, or 2, or 3, or 4” children in the household.
Profiling depth and Cross-profiling.
When multiple profiling questions are selected feasibility will decrease. The reason is that by selecting multiple profiling questions the sample pool is being narrowed to include only the respondents who fit the specified criteria. Another factor at play is the profiling depth of each of the selected questions also narrows down the available sample pool. Profiling depth, shown in blue above the question answer options, shows what percentage of all panellists have given any answer to that question. Therefore, if combining multiple profiling questions with low profiling depth feasibility decreases significantly, as anyone who hasn’t given an answer to all 3 questions is excluded. If someone has answered only one of the needed 3 profiling questions they are considered into the sampling pool, although they might qualify if they had given an answer to the other 2 questions, even if all possibilities qualify. Example if a survey needs people who earn £10,000 a year or more, live in rented or owner accommodation and either have or don’t have a pet. The latter 2 profiling questions have been selected for quota monitoring purposes. Then if a respondent who earns £10,000 pounds, but hasn’t specified in whether she/he rents or owns the place they live or if they have a pet or no, they would not be considered in the sample pool. Although the latter 2 profiling questions are for quota purposes and not screening, someone who hasn’t answered them would not qualify.
- Profiling depth of selection – once an answer option within a question is selected above the answer options in the right corner Access Pro will display the profiling depth of the selection. This percentage shows what % of all people who have given answered that question, have given that specific answer. Please note that this can be considered as a proxy estimation of gen-pop IR for that selection. Keep in mind that this is not 100% accurate and is something to be used as a very rough ballpark, actual gen-pop IRs can differ significantly.
- Quotas on profiling - If there are specific quotas in place but no profiling is selected it would not be possible to control sampling on these variables, turning them into non-targetable quotas and these would have to fall out. Example if a project is looking after a specific split of people who rent or own a home, without selecting profiling for accommodation situation, it would not be possible to control how many respondents who own and how many who rent would be invited into the survey. Therefore, if the project has quotas on accommodation type, in order to allow sampling for individual response options, later on, the user would need to select all answer options from the question. This will allow the user who is sampling, to open/close specific quotas and manage invites send per specific response option/quota.
- Clear selected attributes – this button located in the top right corner of each profiling sub-tab as well as the main profiling tab. If selected within an individual sub-tab this button automatically de-selects all profiling only within this tab. If selected in the main profiling tab it will automatically de-select all profiling applied to the project from all sub-tabs.
- Go Back – this button appears in the top left corner of each sub-tab and when selected returns the user into the main profiling tab.
This tab allows the user to set-all quotas that are needed for the project including both demographic and profiling quotas (assuming profiling has been previously selected, in the previous tab). Please note that if profiling or demographic quotas are not set up, once the project is created it would not be possible to sample for specific age/gender/region or profiling groups specifically. If specific quotas are needed the defining bands need to be created at the setup stage, numbers within the band can be adjusted if needed once the project is created.
- Demographic quotas - AccessPro allows users to set-up individual demographic quotas on age, gender and region. These quotas can match the UK census (nat-rep) for the entire UK population or alternatively users can set custom quotas age bands and custom quota distributions. Please note that when custom quotas are entered the total number of wanted completes needs to add up to the total number of wanted completes that have been entered on the basic settings tab for that target group/market.
- Profiling custom quotas – Access Pro allows to set up quotas on any profiling that has been selected. The quotas on profiling are always custom and automatically our system splits wanted completes equally among all answer options.
- Interlocking quotas – Access Pro allows quota to be interlocked, simply drag and drop one quota on top of another. Once this is done Access Pro will automatically interlock the quotas and reassess feasibility for the newly combined quotas. Demographic quotas can be interlocked amongst each-other but can also be interlocked with custom profiling quotas. Please note that it is not possible to interlock profiling questions in the quota tab. It is possible to have non-interlocked quotas on one or more profiling questions.
- Quota setup – In the top right corner of the Quota tab is a toggle called: Set up quotas in % with an on/off button. This toggle switches between a number of wanted completes and % of wanted completes.
- Wanted/Feasible – Once a target group is defined “Wanted” above the quota buckets represents how many completes are needed/ wanted in that group. Feasible shows how many completes Access Pro estimates it would be able to deliver in that group. Please note that when quotas are being set up in %, sometimes the feasible field can show percentage in excess of 100%. For example, a project has a gender quota of males/females 50%/50% split. The wanted field shows as feasible for males 300% and 500% for females. This simply means that the system can deliver 3 times (300%) and 5 times (500%) more completes than needed in those quota groups. This is how excess feasibility is shown in Access Pro when quotas are being set up in percentages.
The tab allows the user to set project exclusions by selecting one or more projects and specifying the status or statuses from these projects which have to be excluded.
- Tabs - There are 2 tabs Projects and Panellists to choose the type of exclusion.
- Projects - shows all projects available for exclusion inclusive of project name and start date. The tab contains a search box where projects can be searched by name or date. At the bottom of the tab, there is a page number indicator and arrows for navigation, if there are more projects that can be displayed in the tab
- Specific panellists - a feature to pinpoint which specific panellists are not allowed into a TG. All this, simply by uploading Respondent GUIDs or Panelist IDs.
- Selected projects 'tick field' - shows all projects that have been selected for exclusion allowing clear separation among all potential projects for exclusion. On this tab needs to be specified what statuses need to be excluded from the project.
- Statuses for exclusion - on each tab on the right-hand side across the project name and start date can be found all statuses that can be excluded. Please note that one or multiple statuses can be selected, however, it is not possible to exclude different statuses from different projects or at different stages of the project. For example, if completes and quota full statuses are selected from 3 past projects, during the fieldwork it would not be possible to relax the exclusion and focus only on excluding previous completes, or to exclude only completes from projects 1 & 2 and from survey 3 to exclude only those who ended up as a quota full in that project.
in the top right corner of the Exclude tab, there is an action button “Clear selected statuses” which once pressed clears any exclusion selections made so far.
Feasibility and Pricing
- Project settings wheel – allows the user to go back to the project settings page and make changes to the project, survey or security settings of the project setup.
- Project name - On the right side of the project settings wheel the user can find the name of the project, the default name is “New Project”. This can be changed when saving the project as a draft and giving it a specific name, or when creating the order and giving it a project name.
- Name - The default name of is “Target Group 1” and next to the name in brackets Access Pro shows the number of wanted completes for that target group.
under the name of each target group in Access Pro, there are 3 action buttons.
- Duplicate – when selected Access Pro will create an identical copy of the target group as an additional target group. If no name is given to the initial target group, the new one will automatically be named “Target Group 2” by the system.
- Rename – this button allows the user to name the target group as they choose to, giving specific names to the target group(s) or countries in case each target group represents a different country. This can only be edited during the setup.
- Delete – this button deletes the selected target group.
- Add Target group – allows the user to add a blank target group to the setup which will have to be filled in from scratch.
- Save draft – this button allows the user to save all the entire setup created up to this point. Once saved the draft can be accessed under the draft tab from the main Access Pro dashboard. The user decides what name to give to the draft following their own internal rules and guidelines if there are such, to allow other users to find more easily the needed project draft.
Feasible completes, CPI and Pricing table
under the 3 action buttons, Access Pro shows how many completes are feasible while accounting for selections made in all other tabs such as basic settings, regions, supply, profiling, quotas and exclusions.
Under the feasibility is shown the cost per interview in the respective currency.
- See pricing table – allows the user to see the pricing table that applies to the selected country and specified volumes. It can be used to illustrate how cost could change if the user were to input different IR or LOI metrics. The pricing table contains information about the current parameters of the project and information about what change of IR/LOI would entail.
- Target group / Total project price – shows how much would be the costs for both the specific target group and the overall project. Please note that the total price is a product of feasible completes times the CPI. The total project price combines the price of all target groups together.
- Create Project – once the project setup is created, the audience has been defined profiling selections, quotas and exclusions (if applicable) have been specified, the user needs to select the “Create Project” button in order to create the project and convert the project into a sampling setup.
Summary page contains specific survey information like project details, redirects and Terms and Conditions. This page requires input on further project details. All information listed below much be added and confirmed by clicking ‘run project’ within one hour to avoid session timeout.
- Project name – this should include full name; we suggest adding country name or abbreviation; if it’s part of a multi-wave project, always add wave number/name, so it can be easily found in project list for exclusion or any other task
- PO – purchase order must be added for all projects if applicable (it can be edited during the project)
- Job Number – internal Job number, which will be shown in the invoice
- Contact name – Full name of a person creating the order
- Contact email – email address, by which Cint team can get in touch once an order is created to send approval confirmation and provide support on a project level
- Contact telephone number – contact number for further communication
Target group’s specifications can be viewed by clicking on the arrow next to its name, before placing the order. Please note, target group name should be edited in the setup stage.
Survey links need to be added to each of your target groups by clicking the Add links button. When the survey links are added, the green mark will be shown, and you will be able to replace the survey links if needed by clicking the button again. If the survey links are not ready during the setup, click to "Add later" so you can proceed with creating an order.
Adding Survey Links
Access and Access Pro can work with two types of survey links. It depends on the survey tool and approach used for a project. Link template should be used when a generic link is available. In order for Access and Access Pro to track respondents, a unique respondent identifier is automatically generated and appended to every live link. The system knows where to place the respondent identifier in the link by the tag [ID] that is inserted in the link. This ID is commonly referred to as the GUID or code, which contains 36 digits, numbers and letters. (i.e. 00789c4f-1808-41e3-be79-ef4f1682ab48).
The GUID or code identifies what survey the respondent participated in and what status they received when they return to the system. It then allows the system to automatically credit incentives to respondents with status “complete” based on the incentive models used for each panel. Optional tags can be added if needed:
Gender – [S] – the outcome would be: 1- male, 2 - female
Year of Birth – [YOB] – ear of birth i.e. 1988 will be shown in the data file
Post Code – [PC] – full post code (except UK, where only first part of postal code is shared)
Panellist ID – [P] – unique identifier in Cint system per panellist
member ID – [M] - unique identifier within the panel
An example, how a link would look like with mandatory and optional tags:
Url not longer than 1000 characters
Url starts with http:// or starts with https://
Url contains required [ID] tag
First variable should always be appended with a ‘?’, while all consecutive tags should have an ‘&’ before the value
Url is correctly formatted, as per Microsoft's built in method, based on RFC 2396 and RFC 2732 standards
As long as the project is active it is possible to change the link template and next invitations will be sent using the new template.
How to add link template
Copy the survey link template from your survey tool and paste it in Cint Access PRO in the “Enter Link Template” box.
Survey link example:
Add the [ID] tag after the link and a variable name that your survey tool can store. The variable name is determined by your survey tool. In case of doubt, please check their documentation.
Each time a respondent is invited to a study, Access/Access Pro will use the link template to generate a unique survey link by assigning a unique GUID
Live Links/test links
Once live links are uploaded, either a couple of unique test links need to be added in the test links field or a dynamic test link (it can be the same as live link or be a completely different structure link)
When a new order is created in Access or Access PRO, in order for Cint to test the survey fully, it is very helpful to have either screening questions or criteria to complete the survey more efficiently.
Click on the Unique Links option.
You will now be able to download the template file which shows you the format in which the links need to be uploaded to the system. You have to upload at least the number of unique links suggested by Access, a couple of links for testing and any important information about your project.
It is important to not remove the first 3 rows of this template file. Copy the required number of survey links from your survey tool and paste them in the file, first link in row 4 column A (one link per row).
If your file does not look as above, then please refer to https://cintaccess.zendesk.com/hc/en-us/articles/222691207-Trouble-Shooting-Uploading-Links-Template-File-Problems) for help with any template file issues.
Once the links have been copied into the file, save the file to your computer and make sure that it is saved as a .csv format. Upload the file to Access by clicking on “Upload a file with at least XXX links”
A couple of unique test survey links should be added alongside with other information that is important for Access to know. Make sure not to include any test links in the live links file.
As long as the project is still active you have chance to upload more survey links and next invitations will be sent using the new one; but please make sure to inform Cint of your new upload.
The system will notify you when the target group is running low on uploaded survey links, and how many it recommends that you upload.
A redirect is a landing webpage where respondents are taken after answering an online questionnaire. They help keeping track and defining the status of the respondent as well as the incentive they will be entitled to get.
Redirect links from Access have to be copied and inserted into survey tool.
Complete - used for the respondents who have finished the whole survey
Screen out - used when a panelist does not fit into your target group
Quota full - used when a panelist is trying to answer a survey but the project has reached its wanted quota for this type of respondent.
The re-direct links are provided before the order of the project is submitted in the 'Project Summary' page and also can be accessed later in the Project Overview page at any time.
Cint highly recommends using project-specific redirect links since these will be generated with a unique identifier, called Project Token. This prevents respondents from the possibility of going directly to the Survey Complete page and being registered as a complete, thus ensuring optimum security and quality.
The survey redirect pages are panel sensitive, they are automatically displayed in the appropriate language for the respective panel.
Terms & Conditions (Non-Disclosure Agreement)
Cint Access and Access PRO Terms & Conditions can be found here at any time: https://cintaccess.zendesk.com/hc/en-us/articles/222691727-Terms-and-Conditions
An additional Non-Disclosure Agreement Terms & Conditions need to be agreed in the summary page if Data Collection is selected in project settings
When all details are checked and above steps completed, ‘run project’ button can be clicked to be redirected to project overview.
Project overview page provides the following details:
Project Status – whether it was launched or approved. Project Start and End date based on setup in Basic settings section and number of days infield entered. This information is for reference only, all projects can be completed quicker or stay infield past this date – the system will not close the order automatically. This page contains project categories and whether data collection (collect PII) was pre-selected. These details cannot be changed once project is created.
Project reference like contact name, PO and Job number can be entered during the fieldwork period. PO and Job Number must be updated before closing the project in Access PRO, so the invoice includes all necessary information. Survey and Respondent settings can be adjusted after project is created. if any technical settings change during the FW, to avoid any delay in completion, these must always be up to date to reflect the fieldwork. In case wrong redirect links type was selected in the setup, this can be changed and new redirects will be shown at the bottom of the project overview page. All changes must be saved to take immediate effect.
Project Monitoring and Management page is available to Access PRO users only.
The project initial, current and project pricing is displayed. Please note that pricing trend will be displayed as soon as a target group has collected 15 completes.
Billing address and emails of who will receive the invoice is shown for each project. If any of the details are not correct, Contact firstname.lastname@example.org to provide the most recent information.
- Project initial price - what Access Pro estimated the price for the entire project will be, at the moment of ordering, assuming the project will collect all completes and the price does not change during the field work
- Project current price - based on the current CPI and current number of accumulated completes of each target group, what would the entire project cost if it would be closed right now. Based on current Volume Discount.
- Project projected price - based on current CPI and total wanted completes, what would the entire project cost if it would be allowed to continue until it has collected all wanted completes (and thus accumulated the entire Volume Discount)
Background data on all respondents within the projects can be downloaded from the project overview page. The file contains data on respondents that have interacted with the study in some way, thus the following respondent statuses are exported:
Early screenout (status coded as 3, in the exported file)
Started (status 1)
Complete (status 5)
Quota full (status 6)
Timed out (status 9)
Fraudulent (status 16)
Suspicious (status 11)
Quality terminate (status 17)
The file contains the following 42 respondent profiling points, in English. Please note some data’s availability depends on the panelist’s choice to answer the profiling question:
Project specific data:
Respondent survey URL
Target Group Name
Basic demographic data of the respondent:
Country of respondent residence
Ethnicity (if available in the country of the target group)
Extended profiling data on the respondent:
Access to car
Car manufacturer (brand)
Car was manufactured in (year)
Car was purchased in (year)
Estimates to purchase next car in (year)
Panelist is main automotive decision maker
Primary role in organization
Field of expertise (department they work in)
Decision Making Authority
Household size (no. of people living there)
Main grocery shopper
Number of children
Ages of children
Gender of children
Average alcohol consumption, weekly
Types of beverages
Finance – which bank (current account)
Personal Income Classification
Household Income classification
Socio economic level (if available in the country of the target group)
How to open the file in Excel without losing data
Quick video tutorial - https://youtu.be/a8lZQXALmLU or follow these steps:
Download the .csv file
In Excel/'Data' tab select 'Get data From Text'
Select to open you .csv file
In the Excel 'Text Import Wizard Step 1' select the file is 'Delimited'
In the Excel wizard step 2 select the delimiter 'Comma' and nothing else
In the Excel wizard step 3 select all columns in the 'Data preview' and after that select data format 'Text'
Target group Overview is split into 'Definition', 'Setup' and 'Progress' tabs.
Target group 'Definition'
'Definition' tab contains details about the country, regions, profiling, supply sources, quotas and excluded projects. Once your project is created you are no longer able to change specifications of any of the target groups. Target group status is listed after its name:
- active – target group is live
- pending - it is paused, due to breaking business rules/waiting for authorisation
- closed – target group is closed, but can be re-opened in Project monitoring and Management page
Target group 'Setup'
'Setup' tab allows you to see current survey link template/remaining number of survey links and update it. If you ordered target group without survey links, here is where you would add the survey links. You can switch between unique survey links and template link, at any time.
Target group 'Progress'
'Progress' tab helps you keep track of the target group's progress and price. Estimated and actual values for Incidence Rate and Length of Interview are shown here, if their changes causes a reprice they will be highlighted with green/red arrow
- Responses - number of panelists that responded to the survey invitation
- Currently active - number of respondents currently taking the survey
- Latest complete - date and time of the latest respondent that completed the survey
- Completes - number of respondents that completed the survey, as registered by Cint
- Screenouts - number of respondents that did not fit the target group/quota into which they were invited
- Quota full - number of panelists that tried to answer the survey but the target group/quota already collected the wanted completed
- Timed out - number of respondents that started the survey but never finished it
Pricing of the target group
The initial, current and projected target group price is displayed.
Note: Current and Projected price will be shown only after the target group has collected at least 15 completes.
- Target Group Initial CPI - estimation of the CPI at the moment of ordering, assuming the TG will collected all completes and the Final IR/LOI won't change by more than 25%. This is based on the pricing table for the country the TG is in. If you are using private pricing panels, then the CPI is based on the private pricing Pricing Table. For Access Pro, the Initial CPI is calculated as incentives+company complete fee when using own panels or only the company complete fee when using Ad Hoc supply.
- TG Current CPI - when the price is based on a pricing table, if either IR or LOI have changed by more than 25% from the Estimated values, the system will take both Actual IR and Actual LOI to determine the new CPI. The Current CPI is based on volume discount given by the current amount of accumulated completes.
- TG Projected CPI - what the CPI is estimated to be at the end of the project. Based on Current CPI and wanted amount of completes, along with the projected volume discount.
Add new target groups to live project
New target groups can be added anytime during the fieldwork for:
- New target or an additional market
- Additional supply source such as ad-hoc supply (panel partner)
- Revise profiling or add/change quotas
Add new target groups from the Project's Overview page by clicking on ‘Add target group’ button
Project will enter a mode that allow you to add target groups. Project redirect links, categories or name will not change. Pre-existing target groups will not change either, but their price might be affected if new target groups influence volume discount. The new target groups contribute to the project’s Volume Discount, if they qualify for it (they are using IX panels as a supply source and you do not have customer specific pricing), affecting the price of pre-existing target groups that also qualify for project Volume Discount.
Add survey links to the newly added target groups or proceed without them for now and you're ready to click the "Update Project" button.
Project management and Monitoring
Project Management and Monitoring page is used to control fieldwork for the selected project.
This page contains project name, primary owner (linked to the login), basic order specs like number of completes and progress, date and timings alongside with the status of the project.
From this page you can:
- Get live information on the collected number of completes (from the optimizer)/total wanted completes
- Remaining days left in field (note the system won't automatically close the Target Group even after the field period passed), actual IR(incidence rate), LOI(length of interview), DOR(drop out rate), QF(quota full) and CR(conversion rate)
- Can close/reopen quotas or target groups:
Close and open the quotas by ticking the box on the left side of the quota
- Can turn the optimizer on/off:
- Panelist in own panel or any other panel get screened out in a survey – they can instantly get directed to another of your surveys (if that survey and the same target group is open to receive more completed interviews). This leads to a more efficient use of panel members and easier for our clients to complete their projects.
Here are the potential states of the Optimizer and quota auto-closure. Access Pro is preventing over-delivery by not allowing the Optimizer to be turned on while the AutoClose is turned off.
- Indicate how many completes you see on your side, in the survey tool, in case of discrepancy, so that Access Pro won’t close the quota until the wanted amount of completes adjusted has been collected
- Update the number of wanted completes:
Access Pro allows you to change the number of wanted complete as long as the project is not closed. This way you can order a top-up or change the number of completes in each quota. To correctly repay the panelists you cannot change the number of wanted completes to lower than the Cint current acquired completes. On an active quota, change the number in the 'wanted completes' field and then click 'Save changes'.
To start sending invites, click on the target group name and on “Collect Completes”.
There are two ways to send invitations: Automatic and Manual. If you select Automatic, the system will send sample automatically to collect the wanted completes as soon as possible. Schedule sample manually if you prefer having more control over fieldwork.
To do a soft launch (to make sure all completes are gathered correctly and also check the specs in field) select Manual and change the wanted interviews to a lower number than the system shows (ideally 10-20% of the total wanted completes)
The specs will update automatically once in field.
Note: the page automatically refreshed itself every minute to display fresh data
Actions button offers easy navigation within the project and some additional features:
Project overview – quick access to overall project details
Manage sendouts - manage current and future sendouts
- Each sendout has a date of initial and reminder sendout on when the invites will be sent to panellists. A sendout that is currently active and sending invitations will have a progress bar, hover over it to see exactly how many invitations have been sent out so far
- By default, sendouts are grouped into target groups, but they can grouped by quotas, turn the toggle on and quotas that have same settings will be counted and displayed as one, regardless of target group.
- To reschedule or cancel one particular sendout, click on the calendar icon next to the sendout.
- To cancel all initial and reminder sendouts of a quota/target group then click on the trash can. Only sendouts that have not yet been sent can be removed or rescheduled.
- For details on which panels are involved, click the sendout's name to expand
View all of initial and reminder sendouts
For troubleshooting and historical purpose, Access Pro shows all your sendouts, scheduled, current and sent in the project. It will allow to see how successful the sendouts are, by comparing how many completes the sendouts got with how many completes they were aiming to get. To easy differentiate between sendouts, the system has the following naming conventions:
- Selections created because you sampled, to directly invite respondents, are named like “Quota name [number]”
- Selections created by the system to place Push Supply respondents look like “Direct Supply Channel [number] “
- Selections created by the Optimizer to place optimized respondents look like “Reuse Supply Channel_[number]”. These are in green colour text.
- Selections created by the new Ad hoc in order to place respondents look like “AdHoc Supply Channel_[number]”
- Selections with name “Opportunity Supply Channel_[number]” are created for respondents take took the study in OpinionAPP
- Selections created to reinvite respondents look like “Quota name_reinvite_[date]”
Update respondent statuses
Each Access PRO project must be completed by updating respondent statuses when fieldwork is finished. These are mandatory steps before closing the project in the platform.
If there's any discrepancy between your survey tool's respondent statistics and Access Pro then you have to update the respondent statuses before closing a project, so that we correctly reward respondents and panel owners.
The data should be prepared in an Excel file in two columns, first column the URL/respondent code and second column the new respondent status. The respondent status has to be a number. 3 is an 'Early screenout', 5 is a 'Complete' and 6 is a 'Quota Full'. The list needs to be copy-pasted into Access Pro, separated by either a space, a comma or a semicolon. Do not use any other separators.
You can change a respondent’s status to 'Complete', 'Early Screenout' and 'Quota Full', without being able to change 'Early Screenout' to any other status than 'Complete'. You cannot change respondent status of 'Complete' status cannot be updated to anything else without Cint assistance.
Troubleshooting Update Respondent Statuses can be checked here:
A closed project cannot be reopened, please check the correctness of the billing information, PO and Job numbers are added and costs are fine. Should you have any questions regarding the price please contact Cint before you close the project. If all correct, a project can be closed by clicking on ‘close project’ button.