Our manual data collection allows you to manually send out survey invitations by copypasting respondent information or uploading a CSV spreadsheet.

If you haven't read our guide on how to collect responses, we highly recommend you do before collecting responses. It explains the different collection methods available on the Players 1st platform.

Table of content



Navigating to manual data collections

1. Navigate to "Surveys" via the navigation icon in the upper right corner of the dashboard.

2. Select "Manage survey" in your survey overview.

3. Select the option "Invite people to take your survey" by clicking the "Send out invites" button.

4. After clicking the "Send out invites" button you will be redirected to the data collection page. 


Creating a manual data collection

To create a new data collection click on "Create new data collection" button. This will open our step to step guide on how to create a data collection

Name

Give your data collection a name to be able to easily identify the data collection in the future.

Data collection period

To create a data collection we need to have a start and an end time. The start time is when we start sending out invitations for the survey and the end time is when we stop collecting responses. We recommend creating a 14 day collection period.

Reminder dates

You can add multiple reminders to the data collection. On the reminder date, we will send out a reminder email to all respondents who have not answered the survey yet. We recommend creating one reminder in the middle of a collection period.

Manage recipients

There are two ways to add respondents to your data collection. You can copy-paste respondents into the field or upload a CSV file.

Copy-pasting

Simply copy-paste the email and names from a file or write them yourselves into our respondent field.

family@thomsensedomain.com, Peter Thomsen  ✔️
name@anotherdomain.com, Sally Smith ✔️

CSV file

You can also choose to upload a CSV file containing all of your respondents.

The format for copy-pasting and the CSV file is "email, name". and the format should be saved as UTC-8, this can be done by:

  1. Open the file in excel

  2. Select "Save as"

  3. Select "CSV UTF-8" as the file format (just underneath the filename)

  4. Select "Save"

The format for the file is:

family@thomsensedomain.com, Peter Thomsen  ✔️
name@anotherdomain.com, Sally Smith ✔️

Households with multiple respondents

Households in your club where multiple users are using the same email fear not. As long as the names uploaded with the emails are different, we will send out multiple invitations.

Import example:

family@thomsensedomain.com, Peter Thomsen  ✔️
family@thomsensedomain.com, Laura Thomsen ✔️
name@anotherdomain.com, Sally Smith ✔️


If you do not have names for the respondents

We currently require you to enter names, however, if you do not have the name of the members, replacing the name spot with "member" is an option.

Please note that by using "member", instead of names there will be issues with households using the same email, as both members names will be seen as "member"

Import example (no names):

family@thomsensedomain.com, member    ✔️
family@thomsensedomain.com, member ❌
name@anotherdomain.com, member ✔️

The name is used as a merge field for the invitation letter, so deleting the merge field from the invitation/reminder letter is also an option, you will still have to enter something in the name field when uploading, but it will not be used if you decide to delete the mergefields in the invitation letters.

Exclude respondents

Beneath the import section on the manage recipients page, you can decide to exclude respondents who have received a Players 1st survey invite within the last x number of days. On the start date of your data collection, we will apply the filter you have selected. The filter will look x days back in time and filter out any respondents we have sent out to in that timespan.

In the illustration above the data collection from the 15th of July has chosen to exclude 7 days back. This means that when sending out the 15th of July, we will filter out Laura, and she will not receive an invitation due to her receiving one on the 10th of July.

Schedule

The summary page is a summary of what you're about to send out. You can also enter your email in the test email section and send yourself an email to test the respondent experience.

Clicking the green "Schedule data collection" will schedule the data collection and when your start date has been reached, we will start sending out invitations.


Editing a scheduled data collection

To edit an existing data collection select actions by clicking on ". . ." for the surveys you wish to change. You now have the option to add or remove recipients and cancel a scheduled survey. It is only scheduled data collections that you will be able to cancel, as ongoing data collections have already sent out the invitations.


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