Longitudinal surveys are the way to go for monitoring how consumer preferences, behaviours, and attitudes change over time. This is the ideal research method for obtaining insights into things like customer satisfaction, brand loyalty, product usage, market trends, and advertising effectiveness.

Longitudinal market research involves repeatedly tracking the same variables over an extended period, by sending out multiple waves of similar questionnaires. It therefore makes sense to be able to work from a single core structure which can easily be adjusted for each subsequent wave. And that’s exactly what Nfield Online’s new Tracker capability lets you do!

A more efficient way to conduct ongoing market research

Nfield Trackers support longitudinal surveys by combining creation of a core survey with flexibility to customize multiple iterations. This is complemented by shared survey settings which reduce administration and ensure consistency.

Here’s a brief summary of how Trackers can be set up to bring ease, efficiency and flexibility to longitudinal surveys.

• Tracker survey: A core survey acts as the parent to subsequent waves.

• Multiple waves: Add as many waves as you like for each new round of data collection.

• Customizable waves: Different scripting and logic can easily be applied to each wave. Individual survey questions can be adjusted without affecting the core survey framework.

• Individual quota management: Specific quotas can be set for each wave, so every round of data collection can be targeted at appropriate demographics or responses as the survey evolves. This enables control over data quality and sample composition at every stage of the market research.

• Shared survey settings: While each wave can have distinct characteristics, the overarching survey settings – such as response codes, button configurations, and other key settings – are shared across all waves. This reduces the need to repeat administrative tasks and ensures ongoing consistency.

Improve workflow and increase accuracy of online longitudinal surveys

Nfield Online’s Tracker capability utilizes several cutting-edge capabilities to save time, enhance workflow and ensure more accurate longitudinal surveys. It is designed to make repeated data collection as efficient and organized as possible, bringing ease to long-running research while enabling flexibility and control through streamlined management.

Learn how to implement Trackers: Watch our NIPO Academy session

On 8 and 9 October 2024 , NIPO Academy sessions were held on how to use and make the most of our Tracker capability. This included a live demonstration, tips for maximizing its potential, and a Q&A session with our product experts.

A recording of the session is now available for you to watch:

Discover how this game-changing Nfield Online capability can transform the way you conduct longitudinal market research!

NIPO has introduced a new Trackers feature to improve the support for surveys in waves for Nfield Online. In this series of NIPO Academy sessions we will take you through all the details of this new option.

Market research and the technology that supports it are evolving fast, which means versatility is key. That’s why Nfield’s leading SaaS survey platform is designed with open architecture, so users can adjust it to every need. Both robust and flexible, Nfield’s extensive integration capabilities revolutionize how market researchers can gather, process, and utilize data.

From leveraging APIs to taking advantage of our centralized data repository and ability to integrate with panel providers, here are a few examples of what Nfield’s open architecture makes possible.   

Task automation through the Nfield API

One of the features that really sets Nfield apart is its own powerful API, which can enable any manual action in Nfield Manager to be automated. This API opens the door to numerous opportunities for streamlining market research workflows and boosting efficiency.

Benefits of task automation via the Nfield API

1. Time-saving and efficiency: Automating repetitive tasks such as survey deployment, respondent management, and data collection frees up valuable time for researchers to focus on analysis and insights.
2. Accuracy and consistency: Automation of manual processes minimizes the risk of human errors, which ensures data integrity and consistent execution of tasks.
3. Scalability: Operations can be scaled without proportional increases in manual workload. Automation ensures smooth and efficient management of surveys of any size, from small local studies to extensive international research.
4. Custom workflows: Workflows can be tailored to specific project needs.

Check out these examples of how the Nfield API can be used:

• Five Ways No-Code Automation Can Improve Efficiency in MR Operations: Nfield API + Microsoft Power Automate
• How to Automate Sending of Quota Progress Reports: Nfield API + Microsoft Power Automate, No Coding Required

Integrate and enhance using external APIs

Nfield’s ability to call external APIs within scripts is a game-changer for integrating and enhancing data collection processes. It means market researchers can seamlessly retrieve data from and update external systems, to benefit from a more comprehensive and connected research environment. For a deeper understanding of this feature, watch Academy 48 – Request command.

External API integration lets you achieve

1. Real-time data enrichment: Enhance survey responses with real-time data from external sources, to obtain richer and more contextual insights.
2. Dynamic questionnaires: Improve respondent engagement and data relevance by using external data to create questionnaires that adapt according to real-time information.
3. Centralized data management: Streamline processes by integrating with CRM systems, social media platforms, and other data repositories.
4. Automated updates: Keep all platforms synchronized and up-to-date by ensuring new data is automatically transferred.

Seamless data repository access for advanced analytics

Nfield stores collected survey data in a centralized repository, from where it can be directly retrieved for reporting and further processing. This offers significant advantages for data analysis and decision-making. For more details, see Data Repository feature delivers real-time survey insights  and watch Academy 35 – Standard and custom reporting.

Benefits of direct-from-database retrieval

1. Advanced reporting: Having direct access to raw data supports in-depth analysis using advanced statistical tools and techniques, to achieve deeper insights into research findings.
2. Custom dashboards: Visualizations can be customized to specific research needs, so data can be presented and interpreted in the most appropriate way.
3. Efficient data processing: Data processing is more streamlined, as there is less to transfer and convert.
4. Real-time insights: The ability to generate real-time reports and analytics enables quick decision-making and agile responses to emerging trends.

Integration with panel providers

Nfield’s ability to integrate with panel providers is another key feature that enhances its versatility and reach. It means market researchers can seamlessly access a broader and more diverse respondent pool, to collect better-quality data.

Benefits of panel provider integration

1. Expanded reach: Access to a bigger pool of respondents, for a more diverse and representative sample for your market research.
2. Streamlined recruitment: The respondent recruitment process is simplified, reducing the time and effort required to find suitable participants.
3. Higher-quality data: Ability to leverage panel providers’ expertise and quality controls leads to higher-quality, more reliable data collection.
4. Cost-effective: Research budgets can be optimized by leveraging existing panel providers’ infrastructures, which reduces the need for extensive in-house recruitment efforts.

For more information on how Nfield integrates with panel providers, see Integration between Nfield Online and Panel Providers.

Conclusion

Nfield’s open architecture empowers market research companies to conduct more efficient, accurate, and insightful market research.

From automating tasks with the Nfield API to enhancing data collection with external API integrations, and leveraging direct database retrieval for advanced analytics, Nfield offers a comprehensive solution tailored to modern research needs. Integration with panel providers further extends these capabilities, making Nfield an indispensable platform for any market research professional.

Embrace the power of Nfield to transform your market research processes today!

Session content:
– Why can’t I save/edit the quota targets?
– Why can’t I save/edit the quota structure?
– Why isn’t the quota behaving like I expect it to?

Session content:
– Selecting least filled quota.
– Finding “free” quota cells.
– API quota features.

Session content:
– How to combine minimum and maximum quotas.
– Quota evaluation.
– Using multi codes quota.
– Quota frame evaluation.

ISO 27001 is an international standard for managing information security, and a must-have for any organization that is entrusted with large amounts of user data, as we are here at NIPO.

Following an intensive 5-day audit which scrutinized both our Amsterdam and Madrid offices, we are pleased to share the news that NIPO’s ISO 27001:2013 certification has once again been extended. Performed by SGS, this audit was fully focused on NIPO’s ISMS.

NIPO has been certified to ISO 27001:2013 since 2016. We have retained this by undergoing re-certification audits every three years, along with two additional annual surveillance audits in between.

Continuous improvement is at the heart of both the ISO 27001 certification and NIPO. In line with this, we are now working on all the measures necessary to conform to the latest iteration, ISO 27001:2022, before October 2025.

Alongside ISO certification, we also implement many additional security measures to ensure every Nfield customer can use our market research platform with confidence. To learn about these, see Your data is secure with Nfield: here’s how.

Security factsheet

Session content:
– How to set up quota.
– How to check quota in the survey script.
– Handling quota overshoot.
– Changing quota targets during fieldwork.
– Changing quota structure during fieldwork.

Integrating Nfield with your own system(s) can significantly enhance your organization’s market research capabilities, and the Nfield API enables this to be a seamless experience. Here is everything developers need to know about Nfield integration via the Nfield API.

Essential preparation

Before diving into the integration process, let us start with a few basics that underpin successful integration.

1. Understand REST API technology:
   REST (Representational State Transfer) is an architectural style that uses HTTP requests for communication. The Nfield API is built on this technology, so understanding how REST APIs work is crucial. Check out this introduction to REST APIs to get up to speed.
   
2. Learn how your researchers are using Nfield Manager:
   Nfield Manager is the interface through which researchers instruct the Nfield platform. To provide the integration capability these people need, you need to get to know how they work with Nfield Manager. Observing and discussing their workflow will provide you with essential insights into the tasks you need to automate and the endpoints you need to connect.
   
3. Check out the Nfield API help page:
   Region-specific Nfield API help pages provide detailed documentation on endpoints, authentication methods, request formats, and more. Be sure to refer to the correct help page for your region:

Your region	Nfield API help page
Asia Pacific	https://apiap.nfieldmr.com
America	https://apiam.nfieldmr.com
China	https://apicn.nfieldcn.com
Europe	https://api.nfieldmr.com

Starting the integration process

Here’s how to initiate your Nfield API integration process by setting up authentication and understanding key endpoints.

1. Authentication:
   
   There are two main methods for achieving this with the Nfield API:
   
   Basic Token:
   The easier, and more straightforward method is to use a basic token, which authenticates API requests by being included in the HTTP headers. You can also see a practical example in our video of automating quota progress reports with the Nfield API using Microsoft Power Automate.
   
   Bearer Token:
   The second method involves using OAuth 2.0 for authentication. This method is more complex but offers enhanced security features. You will need to obtain an access token through an OAuth flow, which will then be required in the header of your API requests. For more information, see What is Bearer Token and How it Works?
   
2. Endpoints:
   The Nfield API is extensive and covers all the manual actions that can be performed in Nfield Manager. These include creating, updating, and managing surveys, managing respondent data, data collection processes, managing user accounts, and monitoring survey progress. Essentially, any task that can be done manually in Nfield Manager can be automated using the Nfield API. This comprehensive coverage enables full integration and automation of your organization’s market research processes.
   
   For detailed specifications and a full list of available API endpoints, refer to the Nfield Help Page for your region, as shown in table above.
   
3. Making API calls:
   Use HTTP methods such as GET, POST, PUT, PATCH and DELETE to interact with endpoints. Make sure your requests include the necessary headers – such as the Authorization header – with your access token and Content-Type header for JSON data.
   

Figure 1: An example in Postman for getting surveys from Europe region.

4. Handling Responses:
   The API will mostly return responses in JSON format, so you need to make sure your application is able to parse these. (A small percentage of endpoints will return responses as binary files.) Pay attention to the status codes to ensure both errors and successes are managed effectively.

Best practices for integration

Adhering to best practices will help make your integration more efficient and reliable.

1. Start small:
   Begin with basic API calls to familiarize yourself with endpoints and responses. For example, start by retrieving a list of surveys before moving on to more complex operations like creating or updating surveys.
   
2. Error handling:
   Implement robust error handling in your integration to manage scenarios like expired tokens, invalid requests, or server errors. This will ensure your integration is resilient and can recover gracefully from any issues.
   
3. Testing:
   Thoroughly test your integration in a development environment before deploying it to production. Use test surveys and respondents to ensure your API calls are functioning as expected without affecting live data.
   
4. Optimized data retrieval:
   When downloading survey data, avoid downloading the entire dataset each time. Instead, implement logic to download only the differences (incremental updates) since the last download. This practice reduces the load on both your system and the Nfield API, ensuring efficient data transfer.
   
5. Respect API limits:
   Avoid making unnecessary frequent API calls to prevent overloading the system. Follow Nfield’s acceptable use policy, which provides guidelines on optimal API usage and rate limiting. Adhering to these guidelines ensures fair usage and system stability for all users.

Documentation and support

To stay updated and efficiently resolve issues, make effective use of available documentation and support resources.

1. Regular updates:         
   Make sure you stay informed about system updates, new features, and changes to the Nfield API. Ask your domain administrator to set up an email auto-forward from Nfield’s update notifications. This will keep you up to date on the latest developments and ensure you do not miss any essential information.
   
2. Keep the Nfield API help page to hand:
   Regularly refer to the Nfield API help page for updates and clarifications. It is a vital resource for understanding the endpoints, request formats, and best practices.
   
3. Utilize support resources:
   Take advantage of the various support resources provided by Nfield, such as reach out to technical support and view Academy session recordings. These resources provide valuable assistance and insights from other developers and Nfield experts. Also an Nfield SDK has been created by Nfield users on Github.

Conclusion

Integrating Nfield with your system via the Nfield API can streamline your market research operations and provide valuable data insights.

By preparing adequately, understanding the API’s fundamentals, and following best practices, you can ensure your integration is a success.

Make the most of Nfield’s capabilities by leveraging all available resources, such as Nfield API manuals and your own researchers’ expertise.

Enhance your integration’s efficiency and performance by adopting optimized data retrieval methods and respecting API usage policies.

Stay up to date on system changes to continue getting the absolute best out of Nfield.

NIPO is pleased to announce the introduction of its survey-level data retention policy feature. Designed to simplify the management of long-running trackers, or waves, this feature can be set to automatically clean out Online survey data after a specified number of days.

• Never (default): no survey data will be automatically deleted.
• 30 days: automatically deletes any survey data that’s more than 30 days old.
• 60 days: automatically deletes any survey data that’s more than 60 days old.
• 90 days: automatically deletes any survey data that’s more than 90 days old.

These settings are in the Nfield Manager under the Setup survey/Retention tab. They can be configured separately for each survey, so storage practices can be tailored to specific project needs.

Benefits of implementing a survey-level data retention policy

Setting and adhering to data retention periods aids compliance and data governance, while also simplifying long-running trackers and mitigating risks associated with prolonged data storage and privacy breaches.

• Compliance: Adhering to regulatory requirements such as GDPR (General Data Protection Regulation) is crucial in today’s data-driven landscape. Establishing and enforcing appropriate data retention periods ensures compliance with these regulations, thereby mitigating legal risks.

• Data governance: Effective data governance practices demand clear policies around data retention. By defining specific retention periods, organizations can maintain data integrity, optimize storage resources, and streamline data lifecycle management processes.
  
• Risk management: Implementing proper data retention practices is essential for mitigating risks associated with prolonged data storage and potential privacy breaches. By automatically removing outdated data, organizations can reduce the likelihood of security vulnerabilities and maintain compliance with data protection laws.
  
• Simplifying long-running trackers: Seamlessly managed trackers clean-up eliminates the effort and hassle of manually removing outdated information. Long-running trackers can stay dedicated to a single survey, while long-running surveys remain organized, focused, clutter-free and up-to-date, without manual intervention.

Which data is automatically removed?

Based on the selected retention period, the following data will be removed automatically:

• Interview data (e.g. .dat, o-file, paradata, audit log) that has not changed for the specified number of days.
• Sample data for this interview (untouched sample data is not deleted).
• Survey packages (script, media files, settings) that have been superseded by a newer package for more than the specified number of days (the latest package is never deleted).
• Quota frames that have been superseded by a newer quota frame for more than the specified number of days.

Important notes

1. The default setting is NEVER. Nfield users are always in control. Data will never be automatically removed unless a specific retention period has been set.
2. Once data has been removed, it is permanently deleted along with its associated artifacts (scripts, data, quotas, media files, etc.), and cannot be restored.
3. This feature is currently only available for Nfield Online surveys.

Elevate your research game with Nfield

Survey-level data retention policy is just one of the many tools Nfield equips you with to take your market research to the next level. Say hello to streamlined processes, enhanced efficiency, and control over your data retention policies.

In one of the previous “scripting problem of the month” sessions we looked at how surveys end. In this NIPO Academy we will look at how surveys start. How you maximize the number of real respondents and keep bots out.

Already for some time you can limit the access to different surveys to one or more groups of users on your Nfield domain. But until recently the configuration of this feature was only possible through the API. Now that the configuration is available through the Nfield Manager as well, it is time for a proper introduction of the survey access options.

The new feature, the *REQUEST command, is an extension and replacement of the GETDATA command and meant to connect with external API’s. For instance, to connect with a database.

Most online market research surveys begin with an email invitation to participate. If these emails don’t reach their intended recipients and attract their attention, your survey is going to suffer. Successful delivery, which means landing in each recipient’s inbox, not their spam folder, is never guaranteed. And being recognized by them as a legitimate message, which should be opened, is essential to avoid being clicked straight into the trash.

It may sound a bit like a game of chance, but you can take steps to tip the odds firmly in your favor.

To protect ordinary people from being bombarded with huge amounts of unsolicited and undesirable emails which flood the internet every day, email service providers and email apps implement a range of checks on each item before allowing it to reach an inbox. The best practices outlined in this article will help your emails to pass these checks.

1. Create and authenticate custom email domains

The domain your survey invitation emails come from matters. Recipients are more likely to open emails sent from a domain they recognize and feel they can trust. Nfield can easily be configured to send from custom domains as necessary. (Of course, you need to send from a domain you are legitimately entitled to use and have the credentials for – you can’t just borrow any domain you feel like using!)  

To ensure each custom domain passes relevant delivery checks, you should set up email authentication protocols such as DMARC (Domain-based Message Authentication, Reporting, and Conformance), DKIM (DomainKeys Identified Mail), and SPF (Sender Policy Framework). This is something for your email administrator to take care of.

These protocols authenticate emails to confirm they are legitimately being sent from the domain they appear to be from, effectively removing one of the reasons that emails get flagged as spam.

Once these protocols have been set for a custom email domain, please contact our support to connect this domain to Nfield.

2. Obtain consent from respondents

Obtaining consent to email the people you want to invite to your online survey is important for various reasons. For a start, your emails won’t come as a surprise, so they’re less likely to be suspicious and bin them without opening, or report them as spam. Either of these actions will be unhelpful to both your survey response rate and your domain reputation.  

Aside from this, obtaining recipient consent to include them in a distribution list is both a best practice and a legal requirement under the General Data Protection Regulation (GDPR). Compliance with GDPR demonstrates your commitment to respecting individuals’ privacy rights and strengthens trust between your organization and the survey respondents you rely upon. By securing explicit consent, you not only uphold ethical standards but also mitigate the risk of non-compliance penalties. Prioritizing consent as part of your email outreach strategy aligns with GDPR’s principles of transparency and accountability, which fosters a positive relationship with your audience.

Read more about EU GDPR specifications.

3. Validate email addresses

Sending survey invitation emails to addresses that don’t exist results in hard bounces that reduce your delivery rate and damage your email reputation. Even when you think you’ve done everything right, invalid addresses can still get into your system through people accidentally mistyping or deliberately providing false information.

You can flush out bad email addresses by using validation tools (such as Emailable or ListWise). Maintaining a clean and validated distribution list will return higher delivery rates and keep your reputation intact.

4. Enable easy opt-out

Even if recipients have consented to being on your distribution list, they have the right to change their minds. It is important that every email contains an unsubscribe link through which recipients can easily manage their preferences. Any requests to opt-out need to be honored promptly to avoid reputational damage caused by unwilling recipients failing to open emails, and possibly reporting them as spam. If you continue to contact people who’ve opted out, they will also develop negative feelings towards the brand being represented.    

Enabling easy opt-out demonstrates respect for recipients’ choices and helps preserve your email sender reputation. Nfield supports customizable unsubscribe options, allowing you to tailor the process to align with your branding and compliance requirements.

Alongside this, Nfield provides a blacklist facility where you can keep track of email addresses which have unsubscribed, had delivery problems, been flagged as fake or should not be contacted for any other reason. These blacklists are compiled at domain-level, as another tool for helping you protect your email reputation.

5. Assess your spam score before sending

The content and formatting of emails is another factor that can easily trigger spam flags if you’re not careful. Before sending out your email invites, you should evaluate them by using a spam score checker (such as mail-tester) that analyzes subject lines, content, formatting and other attributes that may be scrutinized by the “spam police”. This will help you avoid another deliverability pitfall, while resulting in emails which appear more genuine to the people you need to participate in your survey.

Helping your online surveys succeed

Following best practices for sending invitation emails is essential for online survey success, and Nfield has a number of in-built features to help you do this. For more advice on building a robust email reputation, and to find out why this matters, check out our related articles

• How email reputation impacts market research success
• How to build a good email reputation and deliver more survey invitations

This session is an extension on NIPO Academy #24 (fieldwork report) and #35 (custom reporting) wherein we will show you how to create your own BI report.