Creating a Contact Database Sampling Job

Pre-requisites

To run sampling on a contact database, you will need the following:

• A hub with a contact database added

• The survey you want to sample to needs to be linked to the contact database. This can be achieved by clicking the + Link Survey button on the contact database overview page.

Opening the Create a Sampling Job Wizard

1. Click the Contacts icon in the sidebar.

2. Click the name of the contact database you want to start a sampling job for.

3. Click the Create Job button from the top-right menu.

Properties

1. Type a name for the sampling job

2. Select a target survey from the drop-down. Only surveys linked to the contact database can be selected as target surveys.

3. Click the Next Step button.

   

Fields

This step includes choosing the contact database fields you wish to upload to the respondent table in the destination survey.

1. Click the check-box next to the fields you want to add and then click the + Add button.

2. Click the Next Step button.

   Tip: The sampling job wizard utilizes any existing mappings that were created when linking the survey to the contact database. These are displayed in “Linked to” column.

Note: The ContactID and Email fields are always mandatory and should therefore already exist in your destination survey. When using stratification, the stratification variable you chose is also mandatory.

Filters

You can add a condition to the filters section, enabling you to sort contacts based on specific properties, thereby filtering out the contacts that don't meet the defined condition.

1. Click Add a condition.

2. Click on a question to use it in the condition.

3. Complete the filter setup by selecting the operators from the drop-down, for example "match" and "equal to".

4. Click the Done button. To add more conditions, click the Add Condition button.

5. When you're finished adding conditions, click the Next Step button.

   

Number of Contacts

In this step, you can choose between sampling a specific number or percentage of contacts from your contact database or applying stratification to set targets for different segments of the population based on a selected variable.

Number / percentage of contacts

Samples based on a number of contacts or a percentage of the total contact database population

After selecting "Number / percentage of contacts, , enter a number or percentage in the following field:

1

Stratification

Sets different targets for different segments of the total contact database population, which are then sorted into groups. The stratification variable is a field of single type in your contact database.

After selecting Stratification, select a stratification variable from the drop-down and provide the target number / percentage of contacts to sample for each category:

Scheduling

In the scheduling section you can decide when to run the sampling job.

Not scheduled - the sampling job will not run. You can set it to run manually in the sampling job overview page.

Now - the sampling job will as soon as it is created.

Future - set up the sampling job to follow a recurrence pattern:

When you have decided on your scheduling settings, click the Create Job button to complete the process.

Viewing the Results

To see the results of the sampling job, follow these steps:

1. Wait until the sampling job has completed

2. Got to Survey Designer and open the survey you chose as the destination survey.

3. Open the "Data" tab.

4. You will see the fields that you chose in the sampling job wizard, with the filters applied.

Note: The RunId, JobId and ContactDatabaseId are automatically included to identify which sampling job was used to add the other fields.

Troubleshooting

If there is a problem with a sample job, which causes it to be disabled, the sampling job owner will get notified via email and inbox notification.