I am doing a controlled ‘snowball’ survey. Respondents can add new names to the Supplementary List. The supplementary list is then downloaded and the new names extracted. These are then correctly formatted/checked to add emails etc in the correct format for the respondent list and added to the master respondent list. So - when adding these new names to the master respondent list do I also include the ID for that name which has been derived from the downloaded supplementary list?
Thank you for this great question! To Polinode it shouldn’t matter, the software is going to match the id first and then the name. If the id is missing, it will just match on name. So it might be easiest to leave the ID field blank on the Respondent list and ensure that the name field matches exactly by copying and pasting it. I hope this helps answer your question.
Just to be clear on name matching. Some of the names (most) added to the supplementary list need reformatting. Do we have to ensure that we keep the original submitted format? Is Polinode matching names across respondent list and supplementary list? This is reason I was asking about IDs.
And one further linked question. Names added to supplementary list have an ‘added by’ data point included. Does Polinode use this data or is it just a pointer to who added this person?
@Outhentics I see now. So, you can actually do both of those things (add the names to the respondent list as well as edit them) at the same time if you use the Id’s from the supplementary list. You would just copy and paste the id’s into the id column and then enter your new edited names in the name column. Polinode will ensure the two are synced if the id’s are matched.
When you add those names to the Respondent List though the “Added by” field will be lost (unless you add it as a column in the respondent list at the same time). I would suggest you save the downloaded supplementary list though just to be sure…that way you will have the Added by field even if you don’t add it to the respondent.
By the way, you may want to do a small “dry run” / test. You can always create a small survey with less than 10 respondents and a small supplementary list and simulate a response or two and then editing the respondent list accordingly. As long as there are 10 or less respondents, no respondent credits will be used.
@apitts thank you. Just to confirm - does Polinode use the ‘added by’ column for any of the analytics or is just a handy reference?
No problem. It’s just a handy reference…it’s not used directly within the application.