ESOMAR 36

by | Jan 4, 2023 | General, Market Research

Company Profile

1. What experience does your company have in providing online samples for market research? How long have you been providing this service? Do you also provide similar services for other uses such as direct marketing? If so, what proportion of your work is for market research?

Nomadic Insights began offering online market research sampling solutions in 2022 to complement our CRM consulting services. We provide clients access to consumers and business professionals across major global markets. Our team doesn’t provide direct marketing services; all work with our panel databases is only for market research. 

2. Do you have staff responsible for developing and monitoring the performance of the sampling algorithms and related automated functions who also have knowledge and experience in this area? What sort of training in sampling techniques do you provide to your frontline staff?

We’ve partnered with Q One Limited to license their panel management and project management solutions. These solutions allow Nomadic Insights project managers to select from three different methods when sending samples: randomly, most responsive, and least responsive. Our default sampling method is a random sample drawn from our panel community.   

3. What other services do you offer? Do you cover sample-only, or do you offer a broad range of data collection and analysis services?

Nomadic Insights offers a full suite of data collection and analysis services such as advanced analytics programming in Sawtooth and simulator tool development. Our team also offers qualitative research recruitment services for in-home usage tests and in-person focus groups. 

Sample sources and Recruitment

4. Using the broad classifications above, from what sources of online sample do you derive participants?

We provide the majority of our sample from one of three insights communities: Consumer Insights, Business Insights, and Healthcare Insights The consumer insights community is recruited using a variety of channels including classified ads, social media advertising, and influencer/affiliate marketing. The business insights community and healthcare insights communities are recruited on an invite-only basis by our panel recruitment team. 

Our recruitment team also engages in custom outreach on an as-needed basis to complement our proprietary sample sources. This custom outreach can include custom email campaigns from non-profit organizations to recruit certain patient populations or social media outreach. 

Nomadic Insights also maintains a robust network of suppliers to augment our panels and custom recruitment efforts. 

5. Which of these sources are proprietary or exclusive and what is the percent share of each in the total sample provided to a buyer? (Assume proprietary to mean that the sample provider owns the asset. Assume exclusive to mean that the sample provider has an exclusive agreement to manage/provide access to sample originally collected by another entity.)

Over 90% of our sample comes from our proprietary panels or custom recruitment campaigns conducted by our internal recruitment team. In certain cases, we will augment our proprietary panel through the use of specialized panels that provide unique recruitment approaches such as physician referral recruitment for patients. 

6. What recruitment channels are you using for each of the sources you have described? Is the recruitment process’ open to all’ or by invitation only? Are you using probabilistic methods?Are you using affiliate networks and referral programs and in what proportions? How does your use of these channels vary by geography?

Our consumer panel is open to all, but all members are subject to enhanced validation procedures such as checks against public records databases to confirm the information they entered. Business Insights & Healthcare insights are recruited on an invitation-only basis with sporadic referral campaigns conducted on a somewhat seasonal basis. 

Depending on local privacy regulations invitation-only campaigns can have limited effectiveness so we will contract with influencers to grow our community. 

We continue to explore affiliate networks to grow our consumer insights community but have yet to identify a network that meets our quality standards. 

7. What form of validation do you use in recruitment to ensure that participants are real, unique, and are who they say they are?Describe this both in terms of the practical steps you take within your organization and the technologies you are using. Please try to be as specific and quantify as much as you can.

We employ a tiered approach to member validation. For all of our research communities, we employ Research Defender as our first line of defense to filter out non-genuine respondents based on the threat score Research Defender assigns. The next step in validation is a manual review by a member of our quality assurance department for all potential panelists. 

This manual review includes database checks against Scamalytics a database that reports known fraudulent IP addresses and public records searches using tools like Intellius. With this review process, we end up rejecting 40% of consumer sign-ups. 

For business professionals, we require them to provide the name of their employer to support our verification process. 

Healthcare professionals are required to provide their provider identifiers such as an NPI number and an image of a medical license/work badge. 

We reject all healthcare professionals who have charges for crimes of moral turpitude due to the highly regulated nature of healthcare insights. 

 8. What brand (domain) and/or app are you using with proprietary sources? Summarise, by source, the proportion of sample accessing surveys by mobile app, email or other specified means.

We currently operate our panels on the subdomain panel.nomadicinsights.com for all of our communities. Our agency doesn’t currently offer respondents a mobile application. 

9. Which model(s) do you offer to deliver sample? Managed service, self-serve, or API integration?

Our team provides only a managed service option at this point in time. 

10. If offering intercepts, or providing access to more than one source, what level of transparency do you offer over the composition of your sample (sample sources, sample providers included in the blend). Do you let buyers control which sources of sample to include in their projects, and if so how? Do you have any integration mechanisms with third-party sources offered?

The only option we allow for clients is if they want recruitment from our proprietary panels only. Otherwise, we use all sample sources already described on an as-needed basis. When working with third parties we generally request an exclusion list to avoid duplicates. 

11. Of the sample sources you have available, how would you describe the suitability of each for different research applications? For example, Is there sample suitable for product testing or other recruit/recall situations where the buyer may need to go back again to the same sample? Is the sample suitable for shorter or longer questionnaires? For mobile-only or desktop-only questionnaires? Is it suitable to recruit for communities? For online focus groups?

Our sample is suitable for a broad range of modalities, such as longer questionnaires and community/online focus group recruitment. We offer a minimum incentive of $15 an hour for all US respondents and at least the minimum hourly wage in all markets where we operate. This fair incentive model allows us to conduct longer studies. 

Sampling And Project Management

12. Briefly describe your overall process from invitation to survey completion. What steps do you take to achieve a sample that “looks like” the target population? What demographic quota controls, if any, do you recommend?

We recommend a demographic quota balancing approach to our clients so we ensure weighting that mirrors the study population such as census-based quota groups. Our project management tool also allows us to conduct a random sample within a quota group allowing for greater statistical reliability within the selected sample. 

Our team will also supplement the sample with custom recruitment as needed for hard-to-reach audiences. 

13. What profiling information do you hold on at least 80% of your panel members plus any intercepts known to you through prior contact? How does this differ by the sources you offer? How often is each of those data points updated? Can you supply these data points as appends to the data set? Do you collect this profiling information directly or is it supplied by a third party?

We profile all respondents for basic demographic information such as age, residence location, and employment title. Our team also profiles all respondents on census-based ethnic groups. 

When we are conducting custom recruitment we only know information such as a potential respondent’s employment title and location. 

14. What information do you need about a project in order to provide an estimate of feasibility? What, if anything, do you do to give upper or lower boundaries around these We need the following information: sample size, deadline, basic attributes (gender, age, region), and detailed attributes (product usages, etc.).

15. What do you do if the project proves impossible for you to complete in field? Do you inform the sample buyer as to who you would use to complete the project? In such circumstances, how do you maintain and certify third party sources/sub-contractors?

We consider our supplier network to be a trade secret and do not disclose this information to clients, since we have spent a great deal of time cultivating a network of global specialty sample providers. All of our sample plans include feasibility from specialty partners and our proprietary assets. 

We will exclude suppliers on a client blacklist or based on client budgetary requirements due to the high costs of some specialty providers. 

16. Do you employ a survey router or any yield management techniques? If yes, please describe how you go about allocating participants to surveys. How are potential participants asked to participate in a study? Please specify how this is done for each of the sources you offer.

We do not currently employ a survey router or other yield management techniques. 

17. Do you set limits on the amount of time a participant can be in the router before they qualify for a survey?

Not applicable. 

18. What information about a project is given to potential participants before they choose whether to take the survey or not? How does this differ by the sources you offer?

We provide basic information about the study such as the length of interviews, warnings on the survey cover page for sensitive studies, and the incentive amount. 

19. Do you allow participants to choose a survey from a selection of available surveys? If so, what are they told about each survey that helps them to make that choice?

We provide basic information about the study such as the length of interviews, warnings on the survey cover page for sensitive studies, and the incentive amount.

20. What ability do you have to increase (or decrease) incentives being offered to potential participants (or sub-groups of participants) during the course of a survey? If so, can this be flagged at the participant level in the dataset?

We can’t increase the potential incentive at the respondent level and can only increase or decrease the incentive at the quota group level. 

21. Do you measure participant satisfaction at the individual project level? If so, can you provide normative data for similar projects (by length, by type, by subject, by target group)?

We don’t currently assess participant satisfaction at the project level and instead assess member satisfaction quarterly through a membership satisfaction survey. 

22. Do you provide a debrief report about a project after it has completed? If yes, can you provide an example?

Our team doesn’t currently provide these reports. 

Data quality and Validation

23. How often can the same individual participate in a survey? How does this vary across your sample sources? What is the mean and maximum amount of time a person may have already been taking surveys before they entered this survey? How do you manage this?

Our system doesn’t currently enforce a survey completion cap and there is not currently tracking in place for these metrics since we follow a managed service model. By default, this model substantially lowers the programmatic survey inventory available to a respondent at any given point in time. 

24. What data do you maintain on individual participants such as recent participation history, date(s) of entry, source/channel, etc.? Are you able to supply buyers with a project analysis of such individual level data? Are you able to append such data points to your participant records?

We track this data internally but do not provide it to sample buyers as a general rule.

25. Please describe your procedures for confirmation of participant identity at the project level. Please describe these procedures as they are implemented at the point of entry to a survey or router.

Each member is assigned a unique ID that we use to identify them and this unique identifier acts as confirmation of their identity in our system.

26. How do you manage source consistency and blend at the project level? With regard to trackers, how do you ensure that the nature and composition of sample sources remain the same over time? Do you have reports on blends and sources that can be provided to buyers? Can source be appended to the participant data records?

With trackers we build an initial sample plan from our proprietary panel and a select group of partners. We provide quotes to our clients based on historical dropout rates for our panel and client panels.   

Our agency doesn’t currently have reports on sample blends we can provide to buyers. 

27. Please describe your participant/member quality tracking, along with any health metrics you maintain on members/participants, and how those metrics are used to invite, track, quarantine, and block people from entering the platform, router, or a survey. What processes do you have in place to compare profiled and known data to in-survey responses?

Our system tracks the number of data quality issues with a respondent and follows three strikes and you’re out policy over the course of a 12-month period. We place respondents into quarantine if this occurs. 

When we receive data quality issues, we will check the data against the respondent’s profile in our system.  

28. For work where you program, host, and deliver the survey data, what processes do you have in place to reduce or eliminate undesired in-survey behaviours, such as (a) random responding, (b) Illogical or inconsistent responding, (c) overuse of item nonresponse (e.g.,“ Don’t Know”) (d) inaccurate or inconsistent responding, (e) incomplete responding, or (f) too rapid survey completion?

Our team employs a mix of techniques to avoid these behaviors such as attention check questions and prompts to clarify straight-lining behavior and the use of certain features such as don’t know. 

The best way to avoid these behaviors is to conduct cognitive interviews with these respondents since many of these behaviors are attributable to the survey design. 

Policies And Compliance

29. Please provide the link to your participant privacy notice (sometimes referred to as a privacy policy) as well as a summary of the key concepts it addresses. (Note: If your company uses different privacy notices for different products or services, please provide an example relevant to the products or services covered in your response to this question).

It states how we collect and process our members’ personal information and outlines how they can exercise their rights under privacy regulations such as GDPR/CCPA.

30. How do you comply with key data protection laws and regulations that apply in the various jurisdictions in which you operate? How do you address requirements regarding consent other legal bases for the processing of personal data?How do you address requirements for data breach response, cross-border transfer, and data retention? Have you appointed a data protection officer?

Our data protection officer is responsible for evaluating our ongoing compliance efforts based on changes in local regulations. We have standard operating procedures in place to respond to issues such as data breaches. 

31. How can participants provide, manage and revise consent for the processing of their personal data? What support channels do you provide for participants? In your response, please address the sample sources you wholly own, as well as those owned by other parties to whom you provide access.

For respondents in our database, we provide our team’s contact information such as business email and phone to respondents, and the data subject access form on our website. We also provide a ticket tracking system for respondents at support.nomadicinsights.com 

In surveys/screeners that collect respondent PII, we provide the contact information of the client collecting the information to our respondents. 

32. How do you track and comply with other applicable laws and regulations, such as those that might impact the incentives paid to participants?

We comply with the laws and regulations of each country by consulting with our attorney at the law firm Pullman & Comley.

33. What is your approach to collecting and processing the personal data of children and young people? Do you adhere to standards and guidelines provided by ESOMAR or GRBN member associations? How do you comply with applicable data protection laws and regulations?

We do not conduct surveys with children. 

34. Do you implement “data protection by design” (sometimes referred to as “privacy by design”) in your systems and processes? If so, please describe how.

Our processes are designed to minimize access to respondents’ personal data.

35. Do you implement “data protection by design” (sometimes referred to as “privacy by design”) in your systems and processes? If so, please describe how.

All of our global operating processes are built to comply with GDPR and follow the most stringent privacy regulations in the markets where we operate. 

36. Do you certify to or comply with a quality framework such as ISO 20252?

We are committed to building our internal processes to comply with ISO 20252 and ISO 9001. Implementation of these frameworks is ongoing as of December 2022.

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