There are two ways where you, directly in Access, can define which panelists you don’t want to allow in your current project.
Option 1 - Exlude respondents from specific projects
Access allows you to exclude respondents with a certain status from other projects, active or closed.
Note: if you want the projects to be mutually exclusive, then set the Exclusion in the latest project and contact Cint Support to update the first project to exclude your newest project.
Sometimes you run similar studies like pre and post-studies or you just want to be 100% sure that certain previous respondents are not allowed to enter your new study. That is when you might want to exclude projects with all respondent statuses such as “complete”, “screened out”, “timed out”, “quota full” and “survey closed”.
In the “exclude projects” pane choose from all your projects. By default, projects started up to six months ago is shown. If the project you want to exclude started more than six months age, simply change the dates of the filtering or search by the project’s name or Id directly.
After selecting what projects to use for respondent exclusion, you have to specify what respondent statuses and timeframe for the responses to exclude. For at least one status, specify the timeframe for the statuses. If no timeframe is selected for a status, no respondents with that status will be excluded.
Timeframe exclusion details:
- The timeframe specified is used to decide if a panelist should be excluded or not when sampling starts. The system then looks at this timeframe and will not include these panelists in the sampling.
- Example: If you select a timeframe of 1 month for the status "Screened Out", all respondents that were screened out during the preciding 1 month when sampling of the new project starts, are excluded.
If you choose to exclude from projects that are currently active, please note that the feasibility will not reflect it.
Option 2 - Exclude specific respondents
Access also allows you to exclude specific respondents or panelists by simply importing the Respondent GUIDs or Panelist IDs.
This option can be used for similar reasons as Option 1, the only difference is that exclusion is based on the respondent ID and is not connected to any project.