This document is a quick start guide to assist you in leveraging the Lucid router directly from Kinesis Panel version 4.3. Kinesis Panel has integrated functionalities for using the Lucid router in multiple ways, such as:
- Selling sample though Lucid
- Using Lucid to route between your own company’s internal projects, or only to selected company’s projects
- Using Lucid to provide your disqualified panelists with a second chance to complete a project
- Routing idle panelists to Lucid in order to monetize them
If you need help with setup at any time during the process, feel free to contact Lucid Technical Support for any Lucid-related questions and Kinesis Technical Support for any Kinesis-related questions.
Before you begin, make sure you have completed the Lucid Training Course offered by Lucid. This quick start guide assumes that you are already set up as sample supplier in Lucid. In order to integrate Kinesis Panel to Lucid, you will need the following from Lucid:
- A Lucid API key
- An untargeted entry link
- Redirect links adjusted to integration redirects
- Supplier ID
Once you have received all the information above, it is time to set up in Kinesis. Please follow the chapters below to learn the entire process step by step.
2: Enabling Lucid Integration in Kinesis Panel
2.1: Connect Panel With a Lucid Supplier Account
First, enable Lucid for the desired panels in Kinesis. Enter the Kinesis system, go to My panel, and select "Edit properties" for an existing panel or select "Create new panel" for a new panel.
Then go to "External services" and fill in the required fields.
First, Enable Lucid by clicking Yes, which will open a list of fields.
2.1.1: Lucid Link
This is the URL that Kinesis Panel uses to send targeted panelists into Lucid.
While you are testing out the integration, the link to the staging environment: http://staging.samplicio.us/router/default.aspx
When you are ready to launch real respondents, the link to the production environment: http://www.samplicio.us/router/default.aspx
2.1.2: Lucid Untargeted Link
Enter the Lucid untargeted router link from your Lucid supplier account, first removing everything after the SID -parameter. Example link:
Optionally you may append an extra &SUMSTAT=1 parameter at the end that provides you summary and debug screens while testing. Appending &FIRID=MSDHONI7 will bypass security while testing. Example link:
2.1.3: Lucid Salt
The “Lucid salt” string entered in Kinesis Panel must match the "Secret Key" setting in Lucid. To verify, click Lucid SUPPLY and select "Routing Preferences", then "Encryption". This string is used to secure links from and to the Lucid router. Kinesis requires the encryption on an outgoing variable to be turned on using “hash” as incoming variable name. Enabling encryption on incoming variables is also recommended. Additionally it is recommend to select a salt that is least at least 8 characters long and contains alphanumeric and special characters.
2.1.4: Points Exchange Rate
Enter the amount of points that equal 1 USD. This value is only used for reporting.
2.1.5: Lucid Compensation Grid
The Lucid compensation grid in Kinesis allows you to specify rewards points based on the Length of Interview (LoI). This functionality replaces the normal rewards points distribution method within Kinesis Panel.
The LoI is retrieved from the information that is sent back to Kinesis Panel by the Lucid router. Enter the amount of points you want to issue for each the three potential project completion return statuses (completed, profile terminated, quota terminated). Use the "Add" and "Remove" buttons to adjust the entries to your needs. The lowest LOI must always be zero. This should be consistent with the settings in the Price Grid within your Lucid supplier account.
2.1.6: Lucid API Mode
Use this setting to toggle between using the Lucid production (live) or the staging (test) environment.
2.1.7: Lucid API Key
The Lucid API key must use the following format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx.
2.2: Setting up Lucid Redirect Links
Lucid supplier return links must be set up in order for the integration to work properly. This task must be carried out by the supplier, but is covered in training. Lucid Technical Support can answer any questions you may have about this process. While it is possible to edit redirects per project, there should not be any need to do so once the global links are set up.
Example return links:
===Success=== https://www.clientdomain.com/panel/termination.pro?status=1&PID=[%PID%]&MID=[%MID%]&tsfn=[%TSFN%]&tssn=[%TSSN%]&cost=[%COST%]&rssn=[%RSSN%]&rsfn=[%RSFN%]&tsfloi=[%TSFLOI%]&rsfloi=[%RSFLOI%]&initialstatus=[%InitialStatus%]&KID=[%KID%] ===Default/Failure/Quality Term=== https://www.clientdomain.com/panel/termination.pro?status=2&PID=[%PID%]&MID=[%MID%]&tsfn=[%TSFN%]&tssn=[%TSSN%]&cost=[%COST%]&rssn=[%RSSN%]&rsfn=[%RSFN%]&tsfloi=[%TSFLOI%]&rsfloi=[%RSFLOI%]&initialstatus=[%InitialStatus%]&KID=[%KID%] ===Overquota=== https://www.clientdomain.com/panel/termination.pro?status=3&PID=[%PID%]&MID=[%MID%]&tsfn=[%TSFN%]&tssn=[%TSSN%]&cost=[%COST%]&rssn=[%RSSN%]&rsfn=[%RSFN%]&tsfloi=[%TSFLOI%]&rsfloi=[%RSFLOI%]&initialstatus=[%InitialStatus%]&KID=[%KID%]
3: Connecting Panelist Data With Lucid Standard Questions
3.1: Creating Lucid Standard Questions as Datapoints
Once Lucid is enabled on Kinesis Panel, you must connect your existing panelist data points to predefined Lucid standard quota questions.
In panel mode, click Panel functions and select "Datapoint manager".
Here, you can add, modify and delete data points. If an existing data point cannot be mapped or does not exist in the panel, you will need to either reprofile your panelists or convert an existing datapoint to the correct format that corresponds to desired Lucid Standard Question. The conversion is best done by first exporting the source datapoints, performing an offline data conversion to Lucid Standard Question format, and re-importing data.
The following Lucid Standard Questions are supported by Kinesis Panel.
- HHI (Annual Household Income)
- STANDARD EDUCATION US
- STANDARD RELATIONSHIP US
- STANDARD INDUSTRY
- STANDARD EMPLOYMENT
- PARENTAL STATUS STANDARD
The REGION, STATE, and DMA are automatically calculated as long as the ZIP Postal Code system field is mapped to a valid datapoint containing a panelist’s ZIP codes. This currently applies to US geography only.
3.2: Mapping Existing Data points to Lucid Standard Questions
Next, connect your data points as Lucid Standard Questions by selecting the drop-downs under Lucid mapping on the right-hand side of the screen as displayed below. Only radio and open-end question types can be mapped to Lucid data points – checkbox and date question types will not be available for mapping.
Kinesis Panel will always supply all mapped Lucid data points to the router to improve the panelist experience and provide the most accurate targeting available, thereby avoiding unnecessary profiling questions presented by the Lucid router.
Kinesis System Field and Lucid mappings can be done concurrently. When a Lucid mapping is selected for a radio question, a confirmation popup is displayed to verify that the choice options correspond to those used in the Lucid Standard Question.
4: Sending Untargeted Sample into Lucid
Sending untargeted sample means sending sample into the Lucid Link without specifying a specific target study. There are multiple ways to send panelists in the router as untargeted sample.
- By using the automated sampling feature in Lucid Link
- By building and sending sample manually
- By sending sample via the “Second chance” feature
In order to leverage sending untargeted sample, a correct “Lucid untargeted link” must be set up in the panel properties.
4.1: Automated Sampling Using Lucid Link
4.1.1: Creating a Lucid Link Qualifier
The purpose of the Lucid Link qualifier is to define a segment of your panel to make available for the Lucid Link automatic sampling feature. This step is optional and should only be completed should the panel owner wants to use the automatic sampling feature.
The Lucid Link qualifier is a standard panel query which is created exactly the same way as any other query in Kinesis Panel. To create a Lucid Link qualifier, you must enter panel mode. Click Panel functions and select "Query panel". Then click "Create" and create a query that matches the panelists that you would like to keep available for the Lucid Link. For example, you might want to send underutilized panelists to the Lucid Link for additional opportunities to keep them engaged and to earn more revenue.
Example use case
Include all panelists between ages 35-45 who have not participated in a survey in the past three weeks.
Next, save the query and exit the Query Builder. Then, right click the newly create query and select the option “Set as Lucid Link qualifier”. To remove the Lucid Link qualifier (indicated by the F-icon), simply right click and select "Unset as Lucid Link qualifier."
The currently active Lucid Link qualifier appears in the magic folder on left. Currently, only one query can be active and set as a Lucid Link qualifier.
4.1.2: Enabling and Configuring Automated Sampling
In order to enable the automatic sampling feature within the Lucid Link, you must first create at least one Lucid Link qualifier query. Click Panel Functions and select "Query Panel".
In panel mode, click Panel Functions and select "Lucid Link".
Enable Lucid Link
Click “Yes” to turn on the automatic sampling. Once enabled, the system will periodically determine which panelists to invite to participate based on the other settings.
Lucid Link Qualifier
The panelists returned by this query are the ones who can receive an invitation to participate. Only the queries that are set as the Lucid Link Qualifier will be available in this drop-down menu. The Lucid Link queries are created in the panel mode simply by using the Query Builder tool and then marking them as Lucid Link Qualifiers. Currently, the system only supports using one qualifier.
Daily Invitation Limit Enter the maximum number of panelists Kinesis should send over to Lucid Link daily. The default setting of 0 represents means that there is no daily limit and that everybody matching the Lucid Link qualifier will receive an invitation each day.
Enter a time span when the emails should be sent out. The system will send out invitations once per hour and adjust the wave-size according to the daily invitation limit. The scheduler times are based on the user’s time zone preferences in "My account" under Settings & tools.
Set a value for many days the invitation is valid, after which it will expire. Panelists clicking an expired link will see the "Link expired" landing page.
Allow Re-invite After
Specify the earliest time a panelist can receive another invitation.
4.1.3: Customizing email invitations
Select “Invitation” from the left sidebar to customize your Lucid Link email invitation. Customization options include subject, reply-to address, and the body of your email invitation. This email invitation uses a template defined in the "Email templates" menu within the Community Manager.
Please note that placeholders for your survey link (%LINK%) and an opt-out link (%OPTOUTLINK%) are required in your Lucid email template. Also, there is no longer functionality to include rewards points in the email invitation as the rewards points will vary based on the LOI of the completed survey.
4.2: Building and Sending Sample Manually
4.2.1: Project Setup
Sometimes you want to handle sampling manually, especially if the screener questions are complex or perhaps you do not have matching data points available in your panel.
Click My Project and select "Edit properties" to see the Project Properties page.
Then select “Yes” to enable Lucid integration. You can use any of the 3 methods to send in sample:
- Click on the button to select a Lucid survey from the list
- Send panelist through Lucid Link (no targeted survey)
- By entering the Lucid survey number manually
4.2.2: Sampling and Invitations
Once you have a new project created, click Invitations and select "New campaign" to create a new invitation campaign.
In order to handle the sampling manually, simply do not enable any qualifications or quotas in the Campaign Manager wizard when creating a new campaign. This will result in an empty campaign to which you can add sample manually. Kinesis Panel will automatically include any mapped Lucid datapoints as parameters.
To add sample to your existing campaign, click the “Invitation” line and select the “Add sample to this campaign” option.
You can repeat these sampling steps for all the quota cells and demographics you would like to supply to this project.
4.2.3: Sending Sample Via The “Second Chance” Feature
Panelist activity and engagement is driven by how often they qualify and complete surveys. However, strict quotas or stringent screeners can often force you to turn willing participants away. With Lucid Link, the panelist can be offered a “second chance” should they not qualify for a standard non-Lucid project in Kinesis Panel.
When working with any standard Invitation Campaign in Kinesis Panel, the second chance offer can be enabled simply by checking the “Offer second chance to participate in Lucid Link” box in the Campaign Wizard.
5: Sending Targeted Sample
Sending targeted sample means sending sample to a specific study into Lucid. There are two different study types in Lucid and these are:
- Studies listed on OfferWall (open to anyone who wishes to send sample)
- Studies that you are given specific quota allocation to (Invite only)
There are 3 different ways to send targeted sample into Lucid:
- Target a specific study listed on the Offerwall
- Target given allocations
- Target a specific Lucid survey number and sample manually
5.1: Creating a New Lucid Project
When creating a new project, or if you already have an existing project, click My Project and select "Edit properties" to see the Project Properties page.
Then select “Yes” to enable Lucid integration and to show the options below.
Typically you would click on the “Select survey from list” button to open up a list of available projects in Lucid. If you would like handle the entire sampling process manually, start by entering the Lucid survey number. The system will now allow you to obtain sample manually. Click on the green “Check” button and Kinesis Panel will verify that the entered Lucid survey number exists. If it does not exist, the field will turn red.
5.2: Creating a New Invitation campaign
Select Invitations and select "New campaign" to create a new invitation campaign. The Campaign Wizard will guide you through several steps for creating, customizing and scheduling your survey invitation.
The second to last step in this process allows you to select your qualifying sample. Two options are available to obtain sample:
- Using Qualifications alone
- Using both Qualifications and Quotas for more accurate targeting
Kinesis Panel will automatically attempt to estimate the number of invitation needed to satisfy each qualification or quota cell. This number is indicated as “Calculated target”. Once the campaign has been saved Kinesis Panel will automatically build samples that match the selected demographics and send out the invitations.
If you wish to bypass the automatic sampling feature built into the campaign and do manual sampling instead, simply don’t enable any qualifications or quotas. This will result into an empty campaign where you can Query the panel and create the samples manually for this campaign.
5.3: Rewards Messaging to Respondents
Respondents should be informed in the invitation email that the reward points they receive will be based on the LoI of the survey that they complete. It is recommended that you avoid listing a single incentive value, as you would typically do with non-Lucid integrated projects.
5.4: Dealing with unsupported qualifications and quotas
Kinesis Panel supports the most frequently used Lucid standard questions as outlined in the chapter Mapping existing data points to Lucid Standard Questions. Sometimes you may run into Lucid projects that utilize qualification and quotas using Lucid Standard Questions that are either not supported by Kinesis Panel or not mapped by you.
These Lucid Standard Questions are displayed with a red exclamation icon. If this happens, utilizing the automated sampling feature is not possible. If you wish to send sample regardless, i.e., using similar data points that already exist in your panel, you must perform the sampling manually by first obtaining samples and scheduling them using the campaign manager. If you would like to use this manual sampling process, simply accept the screen without enabling any of the qualifications or quotas. This results to an empty campaign which you can add samples obtained from the Query Builder.
5.5: Managing Lucid Sampling
Once you have created an Invitation Campaign, click on the Manage Sampling button to decrease or increase the number of invitations that are sent out. This enables you to adjust and manage the automatic sampling in the same way as you did in the Campaign Wizard when you first created the campaign.
If you are managing sampling manually, you would still use the “Manage Sampling” button to monitor quotas in order to be able to target manually.
5.6: Maximizing Sample Revenue Through OfferWall
OfferWall projects are open to everybody in the Lucid Link. The sampling procedure is exactly the same as for targeted projects selected from the Allocations tab.
All OfferWall projects are listed on the screen, next to projects using allocations. Simply click the project you would like to send sample to and this will open up another screen where you can obtain detailed information about qualification and quotas.
The OfferWall selection screen details the following information on available surveys:
- Survey Name: The name of the available survey in OfferWall
- Account Name: The account listing associated with the survey
- Language: The primary language for the survey
- Industry: The targeted industry for the survey
- LOI: Length of interview
- CPI: Cost per interview
- Completes: Current number of completes
- Remaining: Desired number of completes remaining