34
© 2014 Qualtrics Panel Management Recruit. Engage. Reward.

Roundtable slides panel management best practices updated may 14

Embed Size (px)

Citation preview

Page 1: Roundtable slides   panel management best practices   updated may 14

© 2

014

Qua

ltri

cs

Panel Management Recruit. Engage. Reward.

Page 2: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

O | I

NTRO

DUCT

IONS

Introductions

Braydon Anderson

Page 3: Roundtable slides   panel management best practices   updated may 14

SLID

E TH

REE

| TOD

AY’S

GOA

LS

Goals for Today

Discuss the Panel Management Process

Share Tips & Best Practices

Highlight Relevant Qualtrics Functionality

Page 4: Roundtable slides   panel management best practices   updated may 14

SLID

E FO

UR | W

HY P

ANEL

MAN

AGEM

ENT

Who knows what a research panel is?  

How many of you have your own research panel?  

How many of you want to start your own research panel?  

Page 5: Roundtable slides   panel management best practices   updated may 14

SLID

E FI

VE | W

HY P

ANEL

MAN

AGEM

ENT

Status Quo

Request

Results

Page 6: Roundtable slides   panel management best practices   updated may 14

SLID

E SI

X | W

HY P

ANEL

MAN

AGEM

ENT

Status Quo

Request

Results

Page 7: Roundtable slides   panel management best practices   updated may 14

SLID

E SE

VEN

| WHY

PAN

EL M

ANAG

EMEN

T

Status Quo

Request

Results

Page 8: Roundtable slides   panel management best practices   updated may 14

SLID

E EI

GHT

| WHY

PAN

EL M

ANAG

EMEN

T

Bliss

Request

Results

Page 9: Roundtable slides   panel management best practices   updated may 14

SLID

E NI

NE | W

HY P

ANEL

MAN

AGEM

ENT

Get a file of respondents from another team in the org.  

Purchase a sample from a third party.  

Relying on a third party to do all of your research for you.  

Page 10: Roundtable slides   panel management best practices   updated may 14

“Doing research now takes about two weeks and it would have

been at least four times as long had we taken it externally.”

- Alyssa Hayes

800 4 8,700 EMPLOYEES TEAM

MEMBERS USER

AIRCRAFTS

6,500 4x PANEL

MEMBERS MORE

RESEARCH

Having their own panel, Gogo

was able to get data faster.

They’re also able to do more

research because of how much

time and money they’re saving

by having their own panel.

SLID

E TE

N | W

HY P

ANEL

MAN

AGEM

ENT

Page 11: Roundtable slides   panel management best practices   updated may 14

SLID

E EL

EVEN

| WHY

PAN

EL M

ANAG

EMEN

T

Status Quo

1,000 50 5.0%

Page 12: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ELVE

| WHY

PAN

EL M

ANAG

EMEN

T

Bliss

1,000 450 45.0%

Page 13: Roundtable slides   panel management best practices   updated may 14

SLID

E TH

RITE

EN | W

HY P

ANEL

MAN

AGEM

ENT

Send the survey to everyone.  

Don’t know enough about respondents.  

These respondents haven’t agreed to taking your surveys.  

Page 14: Roundtable slides   panel management best practices   updated may 14

“My client’s typical response rate on customer surveys have been

10-12% and we are averaging 30% in our new Target Audience

panel – finally feeling like we are building a community of

customers to get feedback from on a regular basis.”

- Kara O’Brien

350 50% PRODUCTS SAVED

ANNUALLY

9,000 35-48% PANEL

MEMBERS RESPONSE

RATE

Having their own panel,

Schwan’s was able to get results

fast. They’d get a request on

Thursday, field the survey on

Friday, and have top line results

by Monday.

SLID

E FO

URTE

EN | W

HY P

ANEL

MAN

AGEM

ENT

Page 15: Roundtable slides   panel management best practices   updated may 14

SLID

E FI

FTEE

N | W

HY P

ANEL

MAN

AGEM

ENT

Why recruit and manage a panel?

Decrease the turnaround time on projects.  Increase your research productivity.  

Get higher survey response rates.  

Build a rich profile about each panel member over time.  Save money.  

Page 16: Roundtable slides   panel management best practices   updated may 14

SLID

E SI

XTEE

N | T

ARGE

T AU

DIEN

CE

Page 17: Roundtable slides   panel management best practices   updated may 14

SLID

E SE

VENT

EEN

| REC

RUIT

MEN

T

Panel Management Process

Recruit Engage Reward

Page 18: Roundtable slides   panel management best practices   updated may 14

SLID

E EI

GHTE

EN | R

ECRU

ITM

ENT

Recruitment

Internal

ü 

ü 

ü 

ü 

Email Lists

Website Recruitment

Social Media

Point-of-Sale

ü 

ü 

ü 

ü 

External

Qualtrics

Lead Gen Vendors

Affiliate Networks

Ad Networks

Page 19: Roundtable slides   panel management best practices   updated may 14

SLID

E NI

NETE

EN | R

ECRU

ITM

ENT

Page 20: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

| REC

RUIT

MEN

T

Page 21: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-ONE

| REC

RUIT

MEN

T

Page 22: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-TW

O | P

ROFI

LING

Profiling

Profiling Questionnaire Best Practices

ü 

ü 

ü 

ü 

ü 

ü 

Keep It Short. (e.g. 5-7 questions)

Personal. Conversational. Fun.

Stick To Basics. Collect More Data Later.

Remind Them About The Benefits of Joining.

Automate a Welcome Email Upon Completion.

Make Every Survey a Profiling Survey.

Page 23: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-TH

REE

| PRO

FILI

NG

Page 24: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-FO

UR | R

EWAR

DS

Engagement

Five Tips to Increase Panel Engagement

1. 

2. 

3. 

4. 

5. 

Make it simple and easy to participate.

Personalize each interaction as much as possible.

Help panel members see the impact of their feedback.

Target intelligently based on past interactions.

Establish a cadence and control contact frequency.

Page 25: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-FIV

E | E

ASE

OF P

ARTI

CIPA

TION

1. Make it simple and easy to participate.

Page 26: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-SIX

| PER

SONA

LIZA

TION

2. Personalize each interaction as much as possible.

Page 27: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-SEV

EN | R

ECIP

ROCA

TION

3. Help panel members see the impact of their feedback.

Page 28: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-EIG

HT

| TAR

GETI

NG

4. Target intelligently based on past interactions.

Page 29: Roundtable slides   panel management best practices   updated may 14

SLID

E TW

ENTY

-NIN

E | C

ONTA

CT F

REQU

ENCY

5. Establish a cadence and control contact frequency.

Page 30: Roundtable slides   panel management best practices   updated may 14

SLID

E TH

IRTY

| SW

AG F

OR G

RABS

Win Some Swag Right Now

"nyurl.com/qswag  

Page 31: Roundtable slides   panel management best practices   updated may 14

SLID

E TH

IRTY

-ONE

| REW

ARDS

Rewards

Four Tips for Rewarding Panel Members

1. 

2. 

3. 

4. 

Start conservative.

Simplicity rules.

If you aren’t sure, ask.

Automate as much as possible.

Page 32: Roundtable slides   panel management best practices   updated may 14

SLID

E TH

IRTY

-ONE

| REW

ARDS

Page 33: Roundtable slides   panel management best practices   updated may 14

SLID

E TH

IRTY

-TW

O | R

EWAR

DS

Page 34: Roundtable slides   panel management best practices   updated may 14

Learn More

SLID

E TH

IRTY

-TH

REE

| LEA

RN M

ORE

tinyurl.com/panelmanagementguide