Using originator codes

Originator codes can be defined and added to the registration URL when emailing potential new panellists.  When the panellist registers using the link provided, the originator code will be stored in the database alongside the panellist.  For Q_Community installations, reward points can also be defined for an originator code.  These will override the default reward points defined in Setting Manager.  Originator codes associated with panellists can be viewed using Panel Manager or CrossTab, and used to create Named Filters.

Originator codes can be created and maintained using Originator Manager which can be found in the maintenance menu.   If there are already originator codes set up they will be listed.  To edit an existing originator code, select it either by clicking on the code, or by checking the box next to it and then selecting Properties from the toolbar.  The properties of the originator code will be displayed and changes can be made.

Adding originator codes

To add a new originator, click on New in the toolbar, and enter the properties of the new originator code.

Code A unique code to identify the originator.
Description A description of the originator.
Registration Points The number of reward points allocated when a new panellist registers using this originator code and subsequently completes the registration process, i.e. when they have confirmed their name, email address, login name and password and/or completed the Registration profiler.
If set, this will override the Registration Complete Reward Points defined in Setting Manager.
Full Panellist Points The number of reward points allocated when a new panellist using this originator code completes the membership profiler for the first time. 
If set, this will override the Membership Complete Reward Points defined in Setting Manager.
 

Deleting Originator Codes

Originator codes may be deleted from Originator Manager, but are not permanently removed from the database.  A deleted originator code will be ignored if it is subsequently used in a registration URL.  The panellist using this URL may still register but the originator code will not be stored.

To delete an originator code, select it by clicking on the checkbox next to the originator code, then click on Delete in the toolbar.

The originator code will disappear from the screen.

By default, Originator Manager does not show deleted originator codes.  To see the deleted originator codes select the Show Deleted checkbox on the toolbar.  Any deleted originator codes will be shown with the code and description displayed in red.

Undo deleted Originator Codes

Originator codes that have been deleted can be made available again by un-deleting.

To un-delete an originator code select it by clicking on the checkbox next to the code, then click on Undo Delete in the toolbar.

The deleted originator code will now be available again to use.

Adding originator to the invitation URL

To use an originator code in a registration URL simply add the Originator parameter to the URL:

?Originator=<originator code>

For example, using the originator codes from the screen above, the invitation URL could look like this:

http://MARSC.Community/Register.aspx?Originator=ABC

Any panellist who registers using this URL will have the originator code ABC stored in the database. 

Using Originator in Panel Manager

View the originator along with other panellist information by adding the Customer Originator variable to the display columns within Panel Manager.

Note that the naming and location of the Customer Originator variable may be different on your installation.

Using Originator in a Named Filter

Restrict the selection of panellists by originator by defining a Named Filter using the originator as part of the criteria.

Add the required criteria and give the filter an appropriate name.

Note that the naming and location of the Customer Originator variable may be different on your installation.

If this Named Filter is then run in Panel Manager, it will return all panellists recruited in the ABC Campaign.

Using Originator in CrossTab

Compute counts of panellists by originator by adding the Customer Originator variable as a row or column within CrossTab.

In the example below, the CrossTab report displays counts of all the panellists by originator.

Originator can also be used in a filter or a predefined Named Filter to restrict the rows returned.  In this example, the CrossTab report shows only panellists who were recruited using an originator code.  This report also uses the Region variable to further analyse the data.

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