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Tracking Variables

Overview

This article provides comprehensive information about tracking variables in EFS (Enterprise Feedback Suite). It covers various types of tracking variables, their meanings, and how they are used to monitor panelist behavior and survey participation.

Information

Tracking variables are essential for understanding panelist engagement and survey performance. This guide explains the different tracking variables available in EFS, their data types, and their specific purposes.

Note: All tracking data explained below covers at most the 380-day default interval. This applies, in particular, to counter variables e.g. track_num_completed: This value is the number of all completed panel and master data surveys during the last 380 days. 

 

Variable

Meaning

Export variable

Data type

Description

track_date_avgratinggiven

Date of the last rating given

  Date

From EFS 10.3: Date of last rating given. This date is technically necessary for tracking the average values.

track_date_avgratingreceived

Date of the last rating received

  Date

From EFS 10.3: Date of last rating received. This date is technically necessary for tracking the average values.

track_date_completed

Last completed survey

modcpl

Date

Date of the last completed survey. Is set when the panelist reaches the final page of a panel or master data survey and is assigned status 31 or 32.

track_date_completedcustomone Number of custom completed surveys (Disposition code 33)   Date Customized track_date_completed value.
track_date_completedcustomtwo Number of custom completed surveys (Disposition code 34)   Date Customized track_date_completed value.
track_date_credit Date of last allocation of bonus points   Date Date of the last allocation of bonus points.

track_date_invited

Last invitation

modinv

Date

Date of the last invitation to a panel or master data survey.

The first mail sent to the panelist in a project is regarded as an invitation, all subsequent mails are counted as reminders. It does not matter if you send the mail from inside a sample or if the dispatch is triggered by an update rule.

track_date_quality

Last quality problem

modqul

Date

Date of the last quality problem. Currently, a quality problem is defined as the panelist’s quality correction value being smaller than 0.2. This requires activation and triggering of quality correction in the respective survey.

There are plans to develop a more advanced definition of “quality” for tracking purposes for a future release.

track_date_quoted

Last rejection due to closed quota

modqut

Date

Date of the last rejection due to closed quota. This rejection occurs when a panelist is assigned status 35, 36 or 41 upon reaching the final page in a panel or master data survey.

track_date_ratinggiven

Date of the last rating given

  Date

From EFS 10.3: Date of last rating given.

track_date_ratingreceived

Date of the last rating received

  Date

From EFS 10.3: Date of last rating received.

track_date_reminded

Last reminder

modrem

Date

Date of the last reminder of a panel or master data survey. Each repeat mail sent to the panelist in a project is regarded as a reminder (i.e. as of the second mail all subsequent mails are reminders).

track_date_sampled

Last sample membership

modsam

Date

Date of the last inclusion of a panelist into the sample of a panel or master data survey. (The sample “Internal” is considered, too.)

track_date_screened

Last screenout

modscn

Date

Date of the last screen-out. A screen-out occurs when a panelist is assigned status 37 upon reaching the final page in a panel or master data survey.

track_date_screenedcustomone Date of last custom screen-outs (Disposition code 38)   Date Customized track_date_screened value.
track_date_screenedcustomthree Date of last custom screen-outs (Disposition code 40)   Date Customized track_date_screened value.
track_date_screenedcustomtwo Date of last custom screen-outs (Disposition code 39)   Date Customized track_date_screened value.

track_date_started

Last survey start

modstr

Date

Date of the last survey start. This covers the following cases:

  • a panelist starts a survey.

  • a panelist restarts a survey after reset with/without deletion of data.

  • a panelist restarts a survey when multiple participation is permitted.

track_date_unavail

Last unavailability

modunl

Date

Date of the last unavailability of the panelist.

  • Unavailability (disposition code 15) is manually assigned by the admin in the Sample menu of a panel or master data survey on the Sample contents tab.

  • If the EFS mail server already fails when trying to send a mail, e.g. due to a faulty mail address, then unavailability is assigned automatically.

track_date_unavail_customone Date of last custom availability (Disposition code 18)   Date Customized track_date_unavail value.
track_date_unavail_customtwo Date of last custom availability (Disposition code 19)   Date Customized track_date_unavail value.

track_num_avgratinggiven

Average rating given

   

From EFS 10.3: Average value of the ratings given by the panelist.

track_num_avgratinggiven1, 2, 3

The average rating given(

   

From EFS 10.3: Average value of the ratings given by the panelist, restricted to the last 4 / 8 / 12 weeks.

track_num_avgratingreceived

Average rating received

   

From EFS 10.3: Average value of the ratings received by the panelist.

track_num_avgratingreceived1, 2, 3

Average rating received (last 4 / 8 / 12 weeks)

   

From EFS 10.3: Average value of the ratings received by the panelist, restricted to the last 4 / 8 / 12 weeks.

track_num_completed

Number of completed surveys

numcpl

Counter

Number of all the surveys the panelist has completed within the last 380 days. This includes only panel and master data surveys in which the panelist has reached the final page and was assigned status 31 or 32. Each project is counted only once, i.e. several completions of the same project (e.g. in case of multiple participation) do not count repeatedly.

track_num_completed1, 2, 3

Number of completed surveys (last 4 / 8 / 12 weeks)

numcpl1, 2, 3

Counter

track_num_completed value, restricted to the last 4 / 8 / 12 weeks.

track_num_completedcusomone Number of completed surveys (Disposition code 33) numcplcustomone Counter Customized track_num_completed value.
track_num_completedcusomone1, 2, 3 Number of completed surveys (Disposition code 33) (last 4 / 8 / 12 weeks) numcplcustomone1, 2, 3 Counter Customized track_num_completed value, restricted to the last 4 / 8 / 12 weeks.
track_num_completedcusomtwo Number of completed surveys (Disposition code 34) numcplcustomtwo Counter Customized track_num_completed value.
track_num_completedcusomtwo1, 2, 3 Number of completed surveys (Disposition code 34) (last 4 / 8 / 12 weeks) numcplcustomtwo1, 2, 3 Counter Customized track_num_completed value, restricted to the last 4 / 8 / 12 weeks.

track_num_credit

Received bonus points

  Counter

From EFS 10.3: Number of bonus points received.

track_num_credit1, 2, 3

Received bonus points (last4/8/12 weeks)

  Counter

From EFS 10.3: track_num_credit value, restricted to the last 4 / 8 / 12 weeks.

track_num_incomplete

Number of incomplete surveys

numinc

Counter, derived

track_num_started-track_num_completed-track_num_- screened-track_num_quoted

Please note: If a panelist participates repeatedly in a survey and reaches various statuses on the final pages, e.g. first 37, later 31, this can result in a negative value or 0. Therefore, the results are limited to the range 0...n. If the result of the calculation is < 0, then 0 will be displayed.

track_num_invited

Number of invitations

numinv

Counter

Sum total of invitations to panel or master data surveys within the last 380 days.

The first mail sent to the panelist in a project is considered an invitation. Please mind:

  • The first mail is categorized as “Invitation” independent of the mail template type and the function used for dispatch.

  • The second and all following emails are usually counted as reminders in “track_num_reminded”.

  • Another mail from the same project will only be categorized and counted as an “Invitation”, if, for example, a sample was deleted after the dispatch of the invitations, then a new sample was created and a panelist was invited anew.

track_num_invited1, 2, 3

Number of invitations (last4/8/12 weeks)

numinv1, 2, 3

Counter

track_num_invited value, restricted to the last 4 / 8 / 12 weeks.

track_num_quality

Number of quality problems

numqul

Counter

Sum total of quality problems. A quality problem is defined as the panelist’s quality correction value being smaller than 0.1. Repeated quality problems of a panelist in the same project are not counted repeatedly.

track_num_quality1, 2, 3

Number of quality problems (last 4 / 8 / 12 weeks)

numqul1, 2, 3

Counter

track_num_quality value, restricted to the last 4 / 8 / 12 weeks.

track_num_quoted

Number of rejections due to closed quota

numqut

Counter

Sum of rejections due to closed quota. A rejection occurs when a panelist is assigned status 35, 36 or 41 upon reaching the final page in a panel or master data survey. Repeated rejections of the panelists in the same project (multiple participation) are not counted repeatedly.

track_num_quoted1, 2, 3

Number of rejections due to closed quota (last 4 / 8 / 12 weeks)

numqut1, 2, 3

Counter

track_num_quoted value, restricted to the last 4 / 8 / 12 weeks.

track_num_ratinggiven

Number of ratings given(

 

Counter

From EFS 10.3: Number of the ratings given by the panelist.

track_num_ratinggiven1, 2, 3

Number of ratings given (last4/8/12 weeks)

  Counter

From EFS 10.3: Number of the ratings given by the panelist, restricted to the last 4 / 8 / 12 weeks.

track_num_ratingreceived

Number of ratings received

  Counter

From EFS 10.3: Number of the ratings received by the panelist.

track_num_ratingreceived1, 2, 3

Number of ratings received (last 4 / 8 / 12 weeks)

  Counter

From EFS 10.3: Number of the ratings received by the panelist, restricted to the last 4 / 8 / 12 weeks.

track_num_reminded

Number of reminders

numrem

Counter

Sum of reminders of panel or master data surveys within the last 380 days. All follow-up mails sent to the panelist in a project are considered reminders (i.e. at least one mail has already been sent to the panelist from that project). Multiple reminders are counted multiple times.

track_num_reminded1, 2, 3

Number of reminders (last 4 weeks)

numrem1, 2, 3

Counter

track_num_reminded value, restricted to the last 4 / 8 / 12 weeks.

track_num_sampled

Number of sample memberships

numsam

Counter

Number of sample memberships (assignments to samples) of the panelists in panel and master data surveys within the last 380 days. The membership is established by drawing a sample (regardless of whether the project is active and in the field) or by assigning the panelist to a sample by other means (update rules, panelist administration, registration on the website, adding of the tester). Only one membership per project is included in the count.

track_num_sampled1, 2, 3

Number of sample memberships (last 4 weeks)

numsam1, 2, 3

Counter

track_num_sampled value, restricted to the last 4 / 8 / 12 weeks.

track_num_screened 

Number of screen-outs

numscn

Counter

Number of all screen-outs. A screen-out occurs when a panelist is assigned status 37 upon reaching the final page in a panel or master data survey. Repeated screen-outs of the panelist in the same project (multiple participation) are not counted repeatedly.

track_num_screened1, 2, 3

Number of screen-outs (last 4/ 8 / 12 weeks)

numscn1, 2, 3

Counter

track_num_screened value, restricted to the last 4 / 8 / 12 weeks.

track_num_screenedcustomone Number of screen-outs (Disposition code 38) numscncustomone Counter Customized track_num_screened value.
track_num_screenedcustomone1, 2, 3 Number of screen-outs (Disposition code 38) (last 4/ 8 / 12 weeks) numscncustomone1, 2, 3 Counter Customized track_num_screened value, restricted to the last 4 / 8 / 12 weeks.
track_num_screenedcustomthree Number of screen-outs (Disposition code 40) numscncustomthree Counter Customized track_num_screened value.
track_num_screenedcustomthree1, 2, 3 Number of screen-outs (Disposition code 40) (last 4/ 8 / 12 weeks) numscncustomthree1, 2, 3 Counter Customized track_num_screened value, restricted to the last 4 / 8 / 12 weeks.
track_num_screenedcustomtwo Number of screen-outs (Disposition code 39) numscncustomtwo Counter Customized track_num_screened value.
track_num_screenedcustomtwo1, 2, 3 Number of screen-outs (Disposition code 39) (last 4/ 8 / 12 weeks) numscncustomtwo1, 2, 3 Counter Customized track_num_screened value, restricted to the last 4 / 8 / 12 weeks.

track_num_started

Number of survey starts

numstr

Counter

Number of all survey starts within the last 380 days. This covers the following cases:

  • a panelist starts a survey.

  • a panelist restarts a survey after reset with/without deletion of data.

  • a panelist restarts a survey when multiple participation is permitted.

Repeated survey starts of the panelists in the same project (multiple participation) are not counted repeatedly.

track_num_started1, 2, 3

Number of survey starts (last 4 / 8 /12 weeks)

numstr1, 2, 3

Counter

track_num_started value, restricted to the last 4 / 8 / 12 weeks.

track_num_unavail

Number of unavailabilities

numunl

Counter

Number of all unavailabilities within the last 380 days. Unavailability is manually assigned by the admin to individual members of a sample. If mail cannot be delivered to the receiving server, this is regarded as unavailability as well, and the status is changed automatically by the system. Repeated unavailabilities in a project are not counted repeatedly.

track_num_unavail1, 2, 3

Number of unavailabilities (last 4 / 8 / 12 weeks)

numunl1

Counter

track_num_unavail value, restricted to the last 4 / 8 / 12 weeks.

track_num_unavailcustomone Number of unavailabilities (Disposition code 18) numunlcustomone Counter Customized track_num_unavail value.
track_num_unavailcustomone1, 2, 3 Number of unavailabilities (Disposition code 18) (last 4 / 8 / 12 weeks) numunlcustomone1, 2, 3 Counter Customized track_num_unavail value, restricted to the last 4 / 8 / 12 weeks.
track_num_unavailcustomtwo Number of unavailabilities (Disposition code 19) numunlcustomtwo Counter Customized track_num_unavail value.
track_num_unavailcustomtwo1, 2, 3 Number of unavailabilities (Disposition code 19) (last 4 / 8 / 12 weeks) numunlcustomtwo1, 2, 3 Counter Customized track_num_unavail value, restricted to the last 4 / 8 / 12 weeks.

track_rel_completed

Proportion of completed surveys

relcpl

Probability (0..1), derived

track_num_completed/track_num_sampled

If a panelist has completed more surveys in the period under review than he had sample memberships, the value might be greater than 1. Therefore, the results are limited to the range 0...n. If the result of the calculation is > 1, then 1 will be displayed.

track_rel_completed1, 2, 3

The proportion of completed surveys (last 4 weeks)

relcpl1, 2, 3

Probability (0..1), derived

track_rel_completed value, restricted to the last 4 / 8 / 12 weeks.

track_rel_started

Proportion of started surveys

relstr

Probability (0..1), derived

track_num_started/track_num_sampled

If a panelist had more survey starts than sample memberships in the period under review, the value might be greater than 1. Therefore, the results are limited to the range 0...n. If the result of the calculation is > 1, then 1 will be displayed.

track_rel_started1, 2, 3

The proportion of started surveys (last 4 weeks)

relstr1, 2, 3

Probability (0..1), derived

track_rel_completed value, restricted to the last 4 / 8 / 12 weeks.

 

FAQ

What time period do the tracking variables cover?

Most tracking variables cover a maximum period of 380 days by default.

 

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  1. Priyanka Bhotika

  2. Posted

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