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This section will allow you to upload the sample, for more in-depth explanation see our white paper Sample Management, Completion Codes and Recycle Rules. Sample upload file has to be in .csv format and be named with the following format {CampaignName}_Upload.csv
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When the file is uploaded and parsed successfully the sample list should appear.
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| Note. the Columns & Filter Panel is available from the right-hand side as shown here. Filters will allow you to pick values for the matching column's cell value The following sections below describe when the column selector is available Full information is available Sample Management, Completion Codes and Recycle Rules white paper |
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Columns
RecordID - Unique reference for the sample record
InterviewID - Unique reference for the sample Interview
CampaignName - Given name for the campaign
TelNum - Telephone number dialled
CallerID - CallerID used for that sample
CompletionCode – the code number of last completion code applied to this sample
Code Description – the code Description of last completion code applied to this sample
Appointment – This value (Yes/No) shows if there is an appointment set for this sample
NextCallDateTime – this is the time an appointment call or re-call is scheduled. It is set if wither Appointment=Yes or Recall=Yes.
Callback – This value (Yes/No) shows if there is a re-call schedule set for this sample. This would be set after a call fail.
InProgress – This value (Yes/No) shows if the sample is in the diallers predictive pool of sample records about to be called
Fresh – This value (Yes/No) shows if a sample has not been called yet
Exhausted - This value (Yes/No) shows if a sample has exceeded its call failure limits (See Recycling Rules). The sample will not be called again by the dialler in predictive mode, but may be retrieved as preview and called that way
CycleNO - Number of times the sample has been retrieved by the dialler
Terminated - This value (Yes/No) shows that the sample will not be called again. The last code applied did not indicate a re-call or an appointment. It is likely to relate to a completed or refused (or similar) survey. The sample will not be called again by the dialler in predictive mode, but may be retrieved as preview and called that way
Tries_NOANSWER – this is the count of how many NO ANSWER outcomes have been coded. Once a respondent is contacted this is reset to 0 (See recycling rules).
Tries_BUSY – this is the count of how many BUSY outcomes have been coded. Once a respondent is contacted this is reset to 0 (See recycling rules).
Tries_CONGESTION – this is the count of how many CONGESTION outcomes have been coded. Once a respondent is contacted this is reset to 0 (See recycling rules).
Tries_BADNUMBER – this is the count of how many BAD NUMBER outcomes have been coded. Once a respondent is contacted this is reset to 0 (See recycling rules).
Tries_AMD – this is the count of how many AMD (AnswerMachine/VoiceMail) outcomes have been coded. Once a respondent is contacted this is reset to 0 (See recycling rules).
Tries – this is the count of how many of any failed outcomes have been coded. Once a respondent is contacted this is reset to 0 (See recycling rules).
SamplePoint - See Quota Points
SampleExtraDate - MEMBER & EVENT additional data that does not match quota points
Quota section
This section will allow you to upload the sample. Sample upload file has to be in csv format and be named with the following format {CampaignName}_Upload.csv
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This section provides with the editable list of completion codes to be used by this campaign., for more in-depth explanation see our white paper Sample Management, Completion Codes and Recycle Rules
Right-clicking on any of the records you will be able to perform certain actions:
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In order to save the changes "Update" button needs to be pressed. If there are no errors the update was successful.
Columns available
Code – a unique number relating to the code. If a new code is added the user is able to specify a code number. This should be unique. By convention codes denoting call connection failure should be < 10. A set of such code is automatically available on the creation of a new campaign.
Outcome – an optional field determining to which failure outcome the completion code is associated. This allows users to customise the completion codes associated with standard outcomes (eg BUSY, NOANSWER, AMD). If a code has an associated outcome, then when it is applied it will increment the “Tries” count in the sample record. Some outcomes (NOANSWER, BUSY, BADNUMBER, CONGESTION, AMD) have their own try counts. The try count associated with one of these outcomes will get incremented if a code with that outcome is applied (See Sample Management for more details
Description – a human-readable tag or description of what the code should indicate.
Schedule – This field determines if the code should come with a date and time at which the sample should be recalled. The values for this field are NOT_REQUIRED, OPTIONAL and COMPULSORY. COMPULSORY or OPTIONAL should be used when an appointment for a call back is required. This field is passed to the interviewer’s console application. The application will make sure data and time come with the code.
AutoRecallDelta – if a sample is to be recycled (called again) but no specific time is required, then this time delta (format Day.Hour:Minute:Second) will be used to determine what the sample will be called back. It adds the time delta to the current time. It is important to understand that as sample re-call will not be set to a time outside of the activity hours of a campaign. If the addition of the delta falls in a period of inactivity it will be shifted to be within the next active period.
Recycling – If “Yes” then the dialler will try and call the sample again. the sample is scheduled to be called back based on the AutoRecallDelta (see next item). If set to “No” then the sample will not be called back unless an appointment is made (see Schedule). The value is normally set to “Yes” for codes indicating failed call that require a re-call of the sample. The value is normally set to “NO” for codes indicating contact had been made with the respondent and no more calls are required
HideFromAgent – this value (Yes/No) determining if this code should not be available to an Interviewer.
NextCallPreview – this value (Yes/No) determines if the coded sample should be previewed at next call. This might be used for an appointment re-call
NextCallAgent – this is the interviewer name for which this sample will be given at the next call. If that interviewer is not available within 15 minutes of any scheduled call time then the sample will be given to another interviewer
Dialler – this denotes if the code can be used by the dialler (as opposed to the interviewer) for coding the call. This code will relate to call failure codes only
Changed - Denotes if a change has happened
Recycle rule section
Recycling rules can be edited by double-clicking on the "MaxTries" value, save by clicking enter., for more in-depth explanation see our white paper Sample Management, Completion Codes and Recycle Rules
Columns available
Outcome - Friendly name for the underlying code
Outcome Code - Outcome code mapped to a friendly name
Max Tries - The maximum number of tries a sample may be coded with a combination of failure outcomes
Changed - If the code has been changed
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