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Setting Up Data Collections
Setting Up Data Collections

Learn how to schedule your survey send-outs

Kimberly Quimson avatar
Written by Kimberly Quimson
Updated over 4 months ago

Our integration with Golf Genius allows you to seamlessly set up data collections for your events. Follow these steps to get started:

Accessing Events Overview

  1. Navigate to Your Landing Page: Upon logging in, you'll land on your Events Overview page. Here, you can track status updates and data for your all your events.

  2. Returning to Events Overview: To return to the Events Overview from anywhere in Players 1st, click on the Players 1st logo in the top left corner or select "Frontpage" from the menu.

Creating Data Collections

  1. Select Your Upcoming Event: To set up a new data collection, click on "Create Data Collection."

  2. Choosing Golf Genius Integration: When prompted to select the data collection type, opt for Golf Genius.

Integration Process

Step 1: Find Events

  • Select the desired season and event category from the drop-down menu.

Step 2: Select Events

  • Your Golf Genius events will be displayed. Choose the upcoming events you wish to survey.

Step 3: Define Survey Period and Send-out Delay

  • Define the survey period (we recommend 14 days) and set up automatic email reminders (typically 2).

  • Choose the send-out delay, typically 1 day after the event concludes.

Step 4: Review Summary

  • Review the summary of your survey send-out schedule.

  • For surveys send outs, participant data is fetched on the day of the survey send-out to ensure an updated participant list.

Completion and Management:

  • Once scheduled, Players 1st will manage the survey process for you. Your selected surveys will appear in the Events Overview page for easy tracking and management.

That's it! You're all set to gather valuable insights from your Golf Genius events using Players 1st. Should you have any questions or need further assistance, don't hesitate to reach out via our support channels.

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