Thursday, February 2, 2012

10 Steps to Managing Online Panels

Grey Matter Research recently released a report entitled, “More Dirty Little Secrets of Online Panels,” where some clever industrial espionage revealed a range of inconsistencies and questionable business practices on the part of online panels.  (Email me if you want a copy: kerry@researchnarrative.com).  Among the key findings:

·       Panels regularly subcontract sample to other panels, and don’t tell clients.
·       The frequency cap for survey invitations seems to be increasing – panels now typically invite their panelists at least weekly, and sometimes multiple times per day, to take surveys.
·       Respondents can become trained to understand questionnaire scales, and their reaction change as a result of taking surveys in the past.
·       Panels willingly field terribly designed surveys.
·       It’s easy to join upwards of a dozen panels.

I was fortunate to be in on the ground floor of online research back in the 90s, and to that end, I’m a bit jaded – nothing in the report was really news to me.  Many of these talking points have been around for at least a decade, but there are far more online research players today – many with dubious business practices. It takes a lot more work to monitor it now, and the responsibility lies with all of us. I educate my vendors (online sample providers or otherwise) all the time, and I expect them to do the same for me.   

It’s easy to think of sample as a commodity, but it’s not.  Panels have reputations, strengths and weaknesses, and built in biases that can work to your benefit or detriment, depending on the study. Here are some of the strategies I’ve used for minimizing the negative issues outlined in the report.

1.      Dig beyond the bid.  Ask questions of panel partners. Find out how they recruit, how they frequency cap, what their invitations look like, etc.

2.      Join their panels. Be a spy.  Make sure they practice what they preach.  Call them out on it when they don’t. 

3.      Tell them upfront that they can’t outsource/subcontract, or must get approval from you first. Don’t assume that quality panels don’t do this. Most of them do – out of necessity.

4.     Bring in multiple sample partners on a study yourself.  Tell them you’re doing it, and who you’re using.  Then compare them.  It puts them on good behavior and gives you insight on how each panel operates. 

5.     Pretest/soft launch every study.  Check data.  Look for inconsistencies.  Look for places with heavy dropout.  Adjust course accordingly before full fielding.  We’re in the business of market research, not emergency medicine, the extra day this takes will be immaterial 99% of the time.

6.     Be wary if they don’t ask you questions.  Good panels will have AMs who take your surveys, give you feedback, provide insight into incentive necessity, and generally demand that you don’t abuse their panelists.  Bad panels will say yes to whatever ridiculous request you have, usually because they’re desperate for business and/or have inexperienced employees who don’t know better.  It’s a good litmus test to know if you should turn and run.

7.     Don’t just go with the cheapest sample bidder.  There’s usually a reason they’re cheaper, and it’s probably not one you’ll want to deal with on the backend.

8.     Every now and then, put a question on the survey asking what panels people belong to.  This gives you an idea of where there’s overlap, and how much the heavy panel subscribers differ from people on only 1 or 2 panels. (I’ve seen this matter a lot, and I’ve seen it matter not at all.)

9.     Make sure you and they can set and track quotas.  Monitor it.  This avoids the dubious statistical manipulations that try to project 10 people to 100. 

10.  Add past participation screeners on surveys where you fear a recent participation effect.  This isn’t always relevant, but as pointed out in this report, it matters for normative testing. Well-designed panels will also be able to target their invitations to only reach people who have not recently participated in (your survey/a similar survey).  That doesn’t mean respondents haven’t taken it through another panel, but it’s an extra line of defense.

The world of the RDD gold standard is long gone.  But online panels can provide brilliant, thoughtful, and valuable insights if you manage the research correctly. 

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