Upload Sample Properties

The Upload Sample Properties page is where you select the project to which the sample is to be attached. When executing a job (go to Executing a Job for more information), if you select the Upload option and click Next in the resulting dialog, the Upload Sample Properties page opens as shown below - .

Note: If the sample contains text variables that are longer than 255 characters, those variables will be truncated automatically to 255 characters when they are uploaded to the survey.

Figure 1 - The Upload Sample Properties page

1. Click Select Project.

The Project List window opens.

2. Select the required project from the list and click OK.

The window closes and the selected project Id is added to the field. Note that in the event the list is extensive, you can search for the required project using the various search criteria available.

3. Type a comment into the Comment field as required.
4. Click in the Test Database box to select it if you wish to attach the resulting panel to the project's Test database.

If the selected project contains an email, when you select the Email Sample box the email properties become active - .



Figure 2 - The Upload Sample Properties page with the email section active

• Email - if the project includes more than one email, click the down-arrow and select from the list the email that is to be used. Note that any email nodes used in the panel will also be available here.
• Mail Date - the date on which the email is to be sent (go to Setting a Mailing Date for more information).
• Mailing Time - the time at which the email is to be sent. If a large number of emails are to be sent and the transmission is divided into batches, this is the time the first batch is sent.
• Number of Batches - if a large number of emails are to be sent and you wish to divide the transmission into batches, type the number of batches here.
• Hours Between Batches - specify the number of hours between each batch of emails that is to be sent.
• Email Reminder - if you wish to send a reminder email to those panelists who do not respond to the questionnaire, check the box. The two options then become active.
• Email Reminder - if the project includes more than one email, click the down-arrow and select from the list the email that is to be used.
• Days to Reminder - type in the number of days after which the reminder email is to be sent.
5. Make the settings as required.
6. If you have several sub-samples and you wish to send different emails to different sub-samples, check this box. The Sub Sample list below becomes active. Here you can select the primary and reminder emails for each sub sample.
7. On completion, click Next.

The Augment Sample Properties page opens (go to Augment Sample Properties for more information).