Connecting the Dots on Multi-Modal Sampling

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Danny Wong of CfMC presents on 'Connecting the Dots on Multi-Modal Sampling' at SampleCon 2013 in New Orleans. From online to offline, you don't want to miss this...

Negócios Tecnologia

CONNECTING THE DOTS ON
MULTI-MODAL SAMPLING
OnLINE to OnPHONE

Presented by Danny Wong | CfMC CTO
9 September 2013

Multi-Modal Survey Best Practices
2

How to manage the data collection process
to make best use of
Sample
 Time
 Budget


CfMC | Copyright 2013

Starting OnLine | Finishing OnPhone
3

Budget and Deliverable are fixed.
Time may be too.
A multi-model approach helps you reach your
target sample within project constraints.
You can start out with an online sample approach
and as your study nears completion and you’re
still short of completes, you can switch to a phone
sample approach and conclude your study.
CfMC | Copyright 2013

Cost Management
4

SAMPLE

WEB

IVR

CATI

PAPER

CAPI

DATA COLLECTION COSTS
CfMC | Copyright 2013

Mixed Mode Data Collection
5
Sample

Preferred contact method

Email

Address

Phone

Email
Invitation
OnLine
Survey

URL

PHONE #

PAPER
Survey

Outgoing
Call
In-coming
Call

Redial
Call back

IVR Screen

OnIVR
Survey

OnPhone
Survey

CfMC | Copyright 2013

Project Set Up
6
TARGET QUOTA

Purchase
Requirements

PANEL
SAMPLE

PANEL

Email
invite to
URL
+
reminders

OnLine

PANEL

FOR

RESPONDENTS

Phone
Interview
+ Call Backs



OnPhone
Time

FULCRUM SAMPLE
MARKETPLACE
PLATFORM
CfMC | Copyright 2013

OnLINE Quota Fulfillment
7
TARGET QUOTA

Purchase
Requirements

PANEL
SAMPLE

PANEL

FOR

RESPONDENTS

Email
invite to
URL
+
reminders

OnLine

PANEL

Phone
Interview
+ Call Backs



OnPhone
Respondent
Disposition

FULCRUM SAMPLE
MARKETPLACE
PLATFORM
CfMC | Copyright 2013

Time

OnPHONE Quota Completion
8
TARGET QUOTA

Purchase
Requirements

PANEL
SAMPLE

PANEL

FOR

RESPONDENTS

Email
invite to
URL
+
reminders

OnLine

PANEL

Phone
Interview
+ Call Backs



OnPhone
Respondent
Disposition

FULCRUM SAMPLE
MARKETPLACE
PLATFORM
CfMC | Copyright 2013

Time

Optimize Budget | Maximize Profit
9

By taking a multi-mode approach to data collection, you can…


Budget your study for OnPHONE



But initiate OnLINE

Depending on your completion rate, you can…


Determine the interviewing hours needed to compete the study



Switch to OnPHONE only as needed

Thus, reducing the total cost of the study

CfMC | Copyright 2013

www.cfmc.com
Danny Wong

10

|

dwong@cfmc.com

CfMC Confidential | Copyright 2013

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Connecting the Dots on Multi-Modal Sampling

1. CONNECTING THE DOTS ON MULTI-MODAL SAMPLING OnLINE to OnPHONE Presented by Danny Wong | CfMC CTO 9 September 2013

3. Starting OnLine | Finishing OnPhone 3 Budget and Deliverable are fixed. Time may be too. A multi-model approach helps you reach your target sample within project constraints. You can start out with an online sample approach and as your study nears completion and you’re still short of completes, you can switch to a phone sample approach and conclude your study. CfMC | Copyright 2013

5. Mixed Mode Data Collection 5 Sample Preferred contact method Email Address Phone Email Invitation OnLine Survey URL PHONE # PAPER Survey Outgoing Call In-coming Call Redial Call back IVR Screen OnIVR Survey OnPhone Survey CfMC | Copyright 2013

6. Project Set Up 6 TARGET QUOTA Purchase Requirements PANEL SAMPLE PANEL Email invite to URL + reminders OnLine PANEL FOR RESPONDENTS Phone Interview + Call Backs  OnPhone Time FULCRUM SAMPLE MARKETPLACE PLATFORM CfMC | Copyright 2013

7. OnLINE Quota Fulfillment 7 TARGET QUOTA Purchase Requirements PANEL SAMPLE PANEL FOR RESPONDENTS Email invite to URL + reminders OnLine PANEL Phone Interview + Call Backs  OnPhone Respondent Disposition FULCRUM SAMPLE MARKETPLACE PLATFORM CfMC | Copyright 2013 Time

8. OnPHONE Quota Completion 8 TARGET QUOTA Purchase Requirements PANEL SAMPLE PANEL FOR RESPONDENTS Email invite to URL + reminders OnLine PANEL Phone Interview + Call Backs  OnPhone Respondent Disposition FULCRUM SAMPLE MARKETPLACE PLATFORM CfMC | Copyright 2013 Time

9. Optimize Budget | Maximize Profit 9 By taking a multi-mode approach to data collection, you can…  Budget your study for OnPHONE  But initiate OnLINE Depending on your completion rate, you can…  Determine the interviewing hours needed to compete the study  Switch to OnPHONE only as needed Thus, reducing the total cost of the study CfMC | Copyright 2013

Connecting the Dots on Multi-Modal Sampling

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