DataJoe is a complete data management system. Our clients use DataJoe to manage data, send digital surveys, publish in print-ready formats, publish data seamlessly to their Web sites, and sell data through a turnkey e-commerce system.

DataJoe is especially used for managing and producing regional Books of Lists, industry ranked lists, and editorial directories.

DataJoe is compatible only with the Mozilla Firefox web browser. Firefox can be downloaded online at no charge. Only one browser window of DataJoe can be open at a time on the same computer.

Header Area: The header area at the top of the screen contains links to the different modules of the system and the blue Object and green Action buttons. This section stays the same no matter where you go in DataJoe.
Manager Area: Located on the left-hand side of the screen, the manager gives you access to projects, flags, fields, conditions, and records in the system that you'll use in building projects and e-commerce products.
Content Area: The content area displays the content you are managing, such as records, projects, or survey blasts. This is where you will see your results based on the actions you perform with the buttons in the header and manager areas.

Manage user profiles, create new users, and manage user privileges in the Identity Module. Record Type: User.

Manage records, projects, and surveys within the Researcher Module, and prepare ranked lists and directories for publication. Record Types: Company, Person, Thing, Prospect.

Projects/Products: Click this button to access a list of all current projects in the Researcher Module or all products in the Marketer Module.

Record Selector: The selector allows you to indicate which record type you wish to manage. Records available to manage differ depending on the module in which you are working.

Search: Coordinate this button with the Object buttons and Project Selector to commit a specific records search of the database.

Create: Use this button in coordination with the Object buttons to create new records, projects, and products within the database.

Delete: Use this button to delete selected objects.  You can select more than one object and batch-delete.

Survey: Use this button to send out automated blasts of surveys to a selected group of recipients via e-mail and/or fax.

Download (Export): Use this button to export data and projects in a variety of formats, including Excel, CSV, PDF, HTML, Word, Text, and Quark XPress Tags.

Advanced Tools: The Advanced Tools available to you will depend on which module you have selected. Within the Researcher Module, you will find many tools for data management. Within the Marketer Module, you will find many options for managing your e-commerce.

Last Result: On the left-hand side of the bar, you’ll see an arrow with text that tells you what your last result was in the system—either a result set of records or a view of a project in BlueLines. Clicking this link will take you back to that result.

Logout: Click Logout to log out of the system when you are finished working in DataJoe.

Create User: To create a user, administrators can click the green Create button , and enter the new user’s name, e-mail address and password (must be 6 characters). Click Submit .

Delete User: To delete a user, administrators can pull up a list of users by clicking the green Search button , highlighting the user you wish to delete, and clicking the green Delete button . Click Submit . Note: DataJoe does not recommend deleting users, so that their histories stay present in record logs. Instead, change their passwords and/or eliminate all but one privilege.

Edit User: To edit a user’s profile, administrators can pull up a list of users and click on the green Edit button . Here, you can change the user’s user name, password, and privileges. When you are finished, click Submit .

Four types of records exist within the Researcher Module: company, person, thing, and prospect. Things are records that are often associated with company records, such as shopping malls (associated with management companies) and construction projects (associated with contractors). Prospects are contacts who surveys should be sent to for specific projects (lists and directories).
You can search for the Basic Details of a record, which will pull up all of the data associated with that record in your database, or you can search for the Advanced Details of a record, or only the data associated with that record within a specific project (list or directory). Several different criteria can be used to generate search results. See section 4.3 for how to manage image records.

DataJoe is a complete data management system, which means that you can create and delete records as well as edit and update existing records in many fashions. The records available to maintain depend on the module within which you are working (see “Defining the Modules”).
Records can be created in Basic Details, meaning the record will not yet be associated with any project, or Advanced Details, which means the record will automatically be flagged for (meet criteria for) whichever project is selected in the Project Selector. Records can also be created in the Record Manager.

Within person associations, you can specify the start year and end year that person worked at a company. Records of people who no longer work at a company will be retained in the database and remain associated with the company record, but those people will no longer be included in your published lists and directories, or online.
You can specify that a survey contact be used when surveys are sent for a specific project or projects by loading the project from the Project Manager  into the Preferred Contact box. Otherwise, survey contacts will be sent surveys any time this record is surveyed for a project.

When a record has more than one survey contact, each contact will receive a survey every time this record is surveyed unless you specify otherwise.

You may also click the Edit icon next to the record’s name. Then, click the purple Delete button  at the bottom of the record.

Create a project condition to pull up a result set of records from another project to use in a new project.

The two main types of projects in DataJoe are Ranked Lists and Directories. Ranked lists are comprised of data displayed in a chart-like format and ranked by selected field(s). Lists can be exported out of DataJoe for print and/or for sale online in HTML, PDF, and spreadsheet formats.
Directories are comprised of data displayed in a vertical layout and sectioned into categories of your determination. Directories can be exported out of DataJoe into Microsoft Word and spreadsheet documents and can be sold online in HTML, Word, and spreadsheet downloads. Ask DataJoe about the potential for Quark- and InDeisgn-tagged text exports.

Associating a flag with a project tells DataJoe that only companies   
with that flag are allowed to be included in this project. Associating a
condition with a project further narrows the criteria for records that will
be included in that project. For example, loading the Architectural Firms
flag into the Architectural Firms list limits the list to companies with that
flag. Loading the condition “In Business” to that same project further  
limits the criteria to allow only architectural firms that are still operating
to be included in the project.

Fields are categorized by Record Type, then by Type (Standard, Association, and Custom). Each Record Type has record-specific fields. For example, company fields are those related to company records—Company name, address, etc. Person fields are those related to person records—First Name, Last Name, Birth Date, etc.

Standard Fields: Standard fields are used for general information common to all records within each record type. For example, company standard fields include company name, street address, phone, and website. Standard fields can’t be created, edited, or deleted by users. Use standard fields in your projects whenever possible; avoid creating custom fields that would serve the same purpose.

Association “Zones”: Association zones are holders that allow you to associate records of different types to one another (i.e., people in charge with companies, companies with parent companies, or things with management companies) within survyes. The ability to associate records with one another is a very powerful tool and helps to ensure a clean database. For instance, when a company receives a survey and updates data for a person associated with that company, that person’s record is also updated with the database.
Common association holders such as Person in Charge, Key Contact, Parent Company, and Survey Contact are already included in the DataJoe database, but you can create other association holders that are unique to your projects.

Custom Fields: If a field doesn’t already exist as a standard field or association field, you can create it as a custom field. The ability to create a custom field is one of the most powerful functions a DataJoe user possesses. You can create a variety of custom field types, including:

• Text Field: Small field for text. You may place a character limit on a text field.
• Text Block: Larger field for text. You may place a character limit on a text block.
• Numeric Field: For numbers, commas, and decimal places only.
• Percent Field: For numbers and decimal points only. Appears with a % sign in layout.
• Currency Field: For numbers, commas, and decimals points only. Appears with a $ in layout.
• Yes/No Field: Limits a survey recipient’s response to Yes or No.
• Value List: A set of pre-determined responses you set up to limit a survey recipient’s responses to a question. Appears as a series of             
  radial buttons or checkboxes. You can choose to allow multiple             
  selections or limit to one.
  Value lists can also be built off of flag groups. When survey
  recipients select values in a Value List Flag Field, the companies
  they represent are automatically assigned those flags within your
  database. See more about group flags in section 2.3.
• Calculation Field: Can calculate the result of two or more custom numeric, percentage, or currency fields. For example, you could  
  create a calculation to find the percent revenue growth from 2010
  to 2011 for companies in a project. This field is automatically
  calculated and cannot be edited by a survey recipient.
• Date/Time Field: Limits your recipients to entering only one date in a specified format.

Custom Fields can be Fixed Across Years, meaning the data will stay the same from year to year unless a survey recipient edits it (for example, Industry Specialties), or not Fixed Across Years, meaning you assume that the data will change each year and you want to keep a record of historical data in your database (for example, Number of Employees).

Designating a field as Hide from Public means this field will never be downloaded by a public user on the e-commerce side or seen through an e-commerce search page.
Marking a field for Internal Use Only means the field will be viewable by any administrator working in DataJoe but not by any user on the public side, including survey recipients. This way, you would be able to see a field on the survey, but the survey recipient would not. All Internal Use Only fields are always designated as Hide from Public.

Common association zone holders such as Person in Charge, Key Contact, Parent Company, and Management Company are already included in the DataJoe database, but you are able to create additional association holders.

Note: Use caution when editing custom fields. Switching field types (for example, from text to numeric) could corrupt your data because you cannot store text in a numeric field. Contact DataJoe if you would like to do this or switch a field’s designation as Fixed Across Years.

Note: Recommended max image width is 185 px.

A Cover Letter is a letter sent out with the survey blast via fax or email. In a fax blast, the cover letter is the first page of the fax received. In an email, the cover letter appears in the body of the email when it is opened by the recipient.
You can create a cover letter template to be used with one or multiple surveys. Cover letters can include images and logos, use a Rich Text HTML Editor, and utilize merge fields to minimize adjustments on a survey-to-survey basis.

Sending successful blasts depends on several factors. Before sending the blast, verify accuracy in your Project setup, prepare an appropriate cover letter, and ensure that each record that will be included in the blast contains survey contact information.

Subject: The text appearing here is pulling from the project name you listed in Merge Fields under Optional Settings in Project setup. This text will appear in the subject line of the emails you send out. You can edit this here.
Survey Format: Your selection here tells DataJoe which type(s) of surveys to send. Selecting “Emails & Faxes” tells DataJoe to first send the survey to a record’s survey contact email address, and then to the fax number if no email address is available. It will not send both to one record.
Selecting “Emails” tells DataJoe to send surveys only to contacts with email addresses. Selecting “Faxes” tells DataJoe to send surveys only to fax numbers.
From Name: This field is pulling data from Merge Fields in Optional Settings. This name will appear in the survey recipients’ inbox. You can edit this here.
From Address: This field is pulling data from Merge Fields in Optional Settings. This email address will appear in the survey recipients’ inbox. You can edit this here.
Test Recipient: Edit this email address to tell DataJoe where to send a test survey.
Send Simple text e-mails: Selecting this option will send your surveys with no Rich Text formatting in the cover letter (no images, colors, or special text formatting). Sending a survey blast with simple text only may result in a higher rate of delivery.
"Opened" log triggered only when submit link clicked: Selecting this option will give you an “opened” status in the survey logs only when the recipient clicks the “Submit Data Now” button to fill out the survey. Otherwise, the “opened” status will be given when the recipient simply views the email message.

Note: If you distribute blank survey links, be aware of the fact that anyone might submit a survey this way, even companies that already exist in your database. This means that you must search the Company Manager when processing these surveys to see if you should create a new record or update an existing record when processing the submission. See instructions below.

The following statuses will be assigned to your email surveys:

• Queued - The email is in the queue and waiting to be sent out by our email provider.

• Sent - The email was successfully sent out of our email provider's system, or the fax survey successfully reached its recipient.

• Opened - The survey recipient has opened the email to view to the cover letter (if images are enabled).

• Clicked - The survey recipient has clicked on the "Update Data" link inside the email cover letter to open the survey.

• Saved - The Save-as-you-go survey has beed saved by the survey recipient but not yet submitted.

• Submitted, In Process - The email survey recipient has submitted the survey and it now appears in your submissions queue.

• Submitted, Finaled - The researcher has saved the survey submitted by the survey recipient.

• Combined - Multiple surveys were sent to the same email address and combined into one email.

• Bounced - The e-mail survey was sent, but the survey recipient does not exist or the e-mail address was malformed. There are two types of bounces, Hard and Soft. A soft bounce can mean that their inbox is full. Hard bounce can be spam-related.

• Deferred - The e-mail is being held temporarily until our email provider is ready to send it.

• Unsubscribed - The survey recipient clicked on the email message's "Unsubscribe" link, and the email address has been added to you No Email List.. All future attempts to send an email survey to this email address will be suppressed.

• Spam report - The email survey recipient has reported the email as spam, and the email address has been added to your No Email List. All future attempts to send an email survey to this email address will be suppressed.

• Suppressed - One of the following has occurred: The email address was invalid, or this email address has previously been added to your No Email List.

• Processed - The email has been received by our email provider and is ready to be delivered.

• Not Sent - The email or fax survey was not sent because it is present on the No Email List or No Fax List, or the fax survey transmission failed.

Respondent: The name of the record that was surveyed as well as the name of the survey (project) it filled out.
Date submitted: The date and time the survey was submitted online and arrived in your Submissions inbox.
Contact: The name and contact information of the person who submitted the survey.
Proc’d: This tells you whether the survey response has been processed already (Yes) or not (No). If a survey has been processed, it has been saved by the researcher into the database.

Accepting changes made by the survey respondent in association zones is complex. Simply saving the submission will create NEW records in the database for any associations added by the survey respondent. Always use the appropriate manager (person, prospect, company or thing) to check and see if the person or prospect already has a record in the database. If so, highlight the name in both the manager and on the survey submission and hit the green LOAD button to tell the database know that it is the same record, and avoid creating a duplicate.

Simply saving the survey submission WILL NOT remove associations that the survey respondent deleted from the record. You must highlight and UNLOAD associations that have been deleted by the survey respondent (and appear red with a line through them) in order for the name(s) to be dis-associated with the record (these associated records are not deleted from your database; they are simply removed from the record).

Note: Rather than updating data for an existing record, you can also choose to create a new record in your database
with the data in this survey by clicking Create New.

The Layout portion of Project setup is where you create and edit the layout of a ranked list or directory in preparation for the publishing steps.
You will need to have completed the Setup (see section 2.4) and Survey (see section 2.6) steps of Project setup before formatting the project’s layout.

Unload Field from Layout: To unload a field from your layout, click on it in the layout window so that it is highlighted in green. Then, click the white Unload button to the left of the layout window. The unloaded field remains in the Palette and can be loaded back into your layout at any time.

Note: Always remove the survey contact fields from your layout.

Move Fields Up or Down in Layout: Fields can be reordered by clicking on the field you desire to move so that it is highlighted in green and then clicking on the white Up and Down arrows to the left of the layout window.

Load Fields in Layout: Fields can be loaded into the layout from the Palette by selecting the field in the Palette, highlighting a field in the layout and telling DataJoe that the new field should be loaded above or below  it using the appropriate arrow button.

Identify Source Field: To identify a source field in the Palette, click on the field in the layout so that it is highlight in green, and then click on the Identify button .

Insert a Column Break: Highlight a field in green in your layout and click on the Column Break button  to begin a new column in your layout before the highlighted field.

Note: Column breaks are available only in ranked lists.

Insert a Section Break: A Section Break creates a new section in a directory or a customized column layout in a ranked list.

Insert a Field Join: In the layout, fields in the same column default to being stacked on top of one another. If you would like to join to two or more data fields on the same line (such as a person’s first and last name), you can do so using a Field Join. Highlight the second field you want to join in your layout, then click the Field Join button  to insert it above/before that field. A field join window will pop up in the Edit panel on the right side of the screen. Field joins default to slashes, but can be edited to contain any characters. Make the appropriate edit in the panel (for example, type one space to join first and last name, or a comma and a space to join city and state), and click Save  at the bottom of the layout.

Insert Custom Text: You can insert custom text into your layout using the Custom Text button .

How to Format Cells, Field Labels, and Field Data in Layout

Custom Format: Within the cell, you are able to apply left, center, or right horizontal alignment to your data and/or header. You are also able to apply vertical alignment of top, middle, or bottom to your data and/or header. You can also apply Borders on a cell-by-cell basis. Input the border width, padding, and color.

Custom Label: Replace field labels with custom labels or make a vertical label on the page. You can apply formatting such as bold and italic, and you can create a footnote for the label. Be sure to select “None” under “Label” to replace the regular label with the custom label.

Spanning Label: Create a label that spans horizontally across a specified number of columns and their headers. Apply formatting such as bold and italics.

You have the following options under Format Label:

Field Label: Edit the labels of your fields by using formatting options such as bold, italic, and all caps, or choose “None” to hide the label in your layout. Be sure to first select the field whose label you want to edit by clicking on it in the layout so that it is highlighted in green. You may also write a footnote for the field label. DataJoe encourages you to always use year merge fields for labels containing the field’s year to cut down on edits in future years (ex: [YEAR] for 2014 and [YEAR-1] for 2013).

Note: Changing a field’s label on a project’s layout does not change the field's name in the database. 

You have the following options under Format Field Data:

Data: Format field data by applying bold, italics, etc., to all data within a field you have selected (highlighted in green). You can also add text before or after the data in a field or suppress the not available mark. You can also change the symbol shown for Yes/No fields and certain value lists, and you can select notation formats for data in numeric fields and dictate the number of decimal places that should display. Leaving “Default” checked will enable to data to display in the defaulted format dictated by the project’s style.

To Determine Standard Downloadable Fields for All Projects:

To Determine Downloadable Fields within a Project:

To Download Standard Data for a Result Set of Records:

Note: If no data appears in the Excel file, that means you have not set your downloadable standard fields under “Contact info” in Advanced Tools .

To Download Project-Specific Data for a Result Set of Records:

To Download Project-Specific Data for All Records in a Project:

To Download all of the Data from your Database:

BlueLines is the first stage in the publishing process. It reflects an up-to-the-second report of how data in a project is stacking up. Researchers use BlueLines to view and edit project content. This is your last opportunity to edit data before making final determinations about the appearance of your printed project in PrePress. BlueLines is an HMTL preview of the project and does not reflect particular fonts and other elements of the project’s style.
You can view a project’s current data in BlueLines anytime that project is selected in the Project Selector  by clicking the Publish button .

Note: See the Designer Module How-to Guide for instructions on using PrePress and exporting published projects.

Once in BlueLines, click on the PrePress button at the top of the Content Area. Notice that you are automatically directed to the Designer Module .

Note: Not all export options are available for all types of projects.

Image records are managed in the same manner as other records (companies, people, etc.), but in the Designer Module .  You can search for, create, delete, and update image records here (see sections 2.1 and 2.2 for how to maintain company, person, thing, and prospect/survey contact records).

You can navigate through a result set of records by using the arrows at the top of the content area (click on the purple number to insert your own starting record number).

Note: You may also click the Edit icon next to the record’s name. Then, click the purple Delete button  at the bottom of the record.

• Products: The Products button will take your e-commerce customers to the main products page listing the different products you have available for sale.

• Search: The Search button will allow your e-commerce customers to search for records within your database and download a custom result set of company or person records. The Search page’s functions will be built off whatever you have set as your “Standard Project (company)” or “Standard Project (person)” in the Researcher Module’s Advanced Tools under Research Settings. Please see the Researcher How-To Guide for details on setting this up.

• Profile: The Profile page will allow users to log in and access their information through the system. In their profile, they will be able to download previously purchased products (up to 30 days from the original date of purchase), and be able to view a record of products and subscriptions they may have purchased. They can also update their address and billing information through their Profile page.

• Add Data: The Add Data page is a feature that allows visitors to your Web site to submit information to be sent to your DataJoe database and processed just as a submission coming in from a survey would look. The initial survey available on the Add Data page is the same survey that is used on the “Search” page. See “How to Determine Downloadable Fields” in section 2.10 for more information.

• Contact: The Contact page will allow customers to your Web site the ability to contact you with any issues or questions they might have. By default, the contact button will take them to a form where they can fill in their information which will send an e-mail to whomever is set as the “Ecommerce contact.” If you’d rather, you can enter a Web site into the “Contact URL” which  would direct the user to whatever Web page you have chosen (your publication’s Contact Us page for example) instead of the form.

• Subscribe: The Subscribe page houses the available subscriptions you are offering your users. See “How to Manage Subscriptions” for more information.

• Searchable Icons: You can make any product on your Products page “Searchable.” To do this, see “How to Determine Searchable Fields in Advanced Search” in section 2.1. You can select “Show searchable icons on products page” to indicate this capability to subscribers.

• Sort: You can select to “Sort products by year” on your Products page.

In the Marketer Module, one type of record exists: Prospects. In this module, you can search for result sets of both Source prospects and Subscriber prospects. A source prospect is a prospect record from the Researcher Module, or a survey contact. A subscriber prospect is someone who has made a purchase on your E-commerce site.
You might conduct a search for a set of source prospects at whom you want to direct a marketing campaign for your E-commerce site. You might conduct a search for subscriber prospects at whom you want to aim a marketing campaign for next year’s product because they purchased this year’s product.

Clicking on the product name will take you to the Product setup. Clicking on the green Edit pencil will take you to the Order
Details/receipt for the purchase, where you can issue a refund for a product purchased within the past 30 days, see if the prospect has downloaded the product, or download the product yourself. (See section 5.7, “Tracking Transactions,” for more details on issuing
refunds.)

Always use caution when deleting a prospect record because you will permanently lose all data, including transaction history, when deleting. You may want to delete a duplicate prospect record (you may also combine duplicate prospect records using the Combination Tool. See Appendix E.).

Note: You may also click the Edit icon next to the record’s name. Then, click the purple Delete button  at the bottom of the record.

Database subscriptions are one product type offered through DataJoe’s E-commerce. A subscription can be set up with almost any set of parameters imaginable, including searching the database, viewing deep data, and downloading some or all products from your site.
Carefully think through a new subscription’s parameters and the impact it will have on your data sales before creating it. The subscription will be live on your website as soon as you save it in the Marketer Module.

View data: Gives the subscriber access to view any data, but requires the subscriber to pay to download that data.
View articles: Only relevant for clients using the Reporter Module .  Give the subscriber the ability to download unlimited articles.
Download data: Give the subscriber the ability to download unlimited records and products.

Any project (ranked list, directory, or project package) in your database can be converted into a product to be sold online through your publication’s DataJoe E-commerce portal.
In the DataJoe Marketer Module, you can create two types of products: dynamic and static.
Dynamic products draw directly from the DataJoe database and continually update as records are updated during the research process.
Static products are files you upload into DataJoe within the Marketer Module, and then sell through the E-commerce portal. Static files can be uploaded and sold in the following formats: PDF, CSV, XLS, TXT, DOC, or ZIP. These files are not tied to the database in any way. Files should be smaller than 5 MB.

Associate it with the product by clicking the Load button  next to the “Image” box.

You can choose to provide no HTML view of the project on your website by clicking “None,” or you can provide one by clicking “Dynamic.” If you do display an HTML view, designate under Advanced options how many records should appear—Full version or the Top [#] records, and/or if the Full version should be available to subscribers. Making the product Searchable will allow E-commerce subscribers to search companies within (or that meet the criteria for) that product online.

To edit anything relevant to how the product descriptions or details are displayed online:

Associate it with the product by clicking the Load button  next to the “Image” box.

To update a static product from year to year, you can simply upload a new file over top of (replace) the file from the previous year without creating a new product.

A product cross-promotion allows you to suggest and link to similar products, or other products that the customer purchasing this product might be interested in, within product details.

• Expiration date
• Amount (percentage or dollar amount)
• If there must be a minimum purchase
• Whether the code can be used more than once

Though Upgrades are likely to be offered via a survey sent through the Researcher module and used by Source Prospects, because they are a product for which a price can be charged, they are managed through the Marketer module.
You can create an option for people to upgrade their listing in your products in multiple ways. You can allow them to purchase an upgrade so that a logo appears next to their company’s name in one of your directories. You can allow them the option to upgrade to have more data appear with their listing versus compared to others who didn’t upgrade. Or, you can offer options for their data to appear highlighted or bolded. Additionally, these upgrades can be offered for online, for print, or for both mediums through one interface.

To create a project upgrade (including Company logo), you begin by working in
the Researcher Module .

You will now be working in the Marketer Module .

You will be working in the Designer Module  .

Note: "Other" refers to the full price tag of products sold. Other does not include discounts.
"Total Sales" refers to the actual money that was collected, and therefore includes discounts.

You can also search for transactions under the Submissions button.

Note: DataJoe staff will not issue a refund for any of your publication’s E-commerce transactions without consent from a representative of your publication.

Sub-projects allow you to repurpose data collected from another project. Creating a sub-project will bring in the same project year, flags, conditions, and fields as the “parent” project. The data from the original project can then be repurposed in the sub-project’s layout.
When might you use a sub-project? Sub-projects are often used to produce “thinner” versions of projects (with fewer fields) or to rank lists by different criteria/fields. For example, you might rank your annual Banks list by amount of deposits but want to create a smaller, scaled-down ranking of banks by number of local branches for a special section on local financial institutions. In this case, you would include fewer fields in the sub-project’s layout and change its ranking criteria.

Create a Sub-project with the original project’s layout:

Create a Sub-project with a blank layout:

Note: Sub-projects appear with a tilde in front of their names in the Project Selector.

Inner-projects allow you to cross-survey, or send one group of records a survey to fill out for another type of records. In other words, they are essentially one survey within another survey.
The main survey is the survey you will use to send out your blast. The inner-project survey is the survey you will use to collect data for additional records within the main survey. The survey blast will be sent to the result set that meets the criteria for the main survey, whose contacts will also be able to provide data for the inner-project survey.
One example of this is sending an Office Complexes (inner-project) thing survey to a set of property management companies within the Property Management Companies company (main) survey. Another example is surveying medical practices through a (main) company survey while collecting data on individual doctors for a person directory using an inner-project survey.
Inner-projects allow for several layers of associations between projects and greater flexibility in organizing projects, especially directories.

Inner-project surveys will appear differently, so even seasoned DataJoe survey recipients will need clear instructions on how to go about filling them out. When survey recipients click on the “Update my data” button, instead of being directed straight to a survey, they will go to a manager area where they can update and manage interior listings, or records on the inner survey, as well as the main survey.

The survey recipient will first need to update and/or add new listings (records) for the inner-project survey. Any existing projects will appear in the bottom box (in the screen shot, there are no current Office Complex listings). To add new Office Complex records, the survey recipient will click on [new] and be directed to the inner-project survey. The survey recipient can submit several records for the inner-project survey. The survey recipient should then click on the record name appearing in green under “Record to update” to access the main survey.
It is important that the survey recipient submit all inner-project surveys (interior listings) before submitting the main survey, so your instructions here are crucial.

Note: You will not receive inner-project submissions until the main survey has been submitted.
It is important to process them in a specific order (interior listings first, then main survey).

The Project Package is a “snapshot” of how data appears at that moment in time in a selection of lists or directories that you choose to combine into a single .zip file. This package will remain in its current state until you update (re-cache) the project. An e-commerce product can be created from this project in the Marketer Module.
You can choose to leave the data in a project package as-is throughout the year, or you can keep it constantly updated with changes to the database by re-caching the Project Package. By re-caching the project package, you are essentially taking a new snapshot of the data in the records of the projects that are included.
The most common example of a project package is a digital Book of Lists.

Save/No cache : Choosing Save/No cache means that the settings you have applied within the Project Package Tool will be saved when you leave this project and come back in, but the settings will not be applied to the download result, and your project’s data will still reflect how the data appeared at the time of your last cache.

Save/Cache : Each time you do a Save/Cache, the project package will be re-built and will take a new “snapshot” of the data at that time of the records in those projects. When it re-builds it will also take the most recent settings you have applied to each project and will update those settings in the download. When you choose Save/Cache, you’ll see a Progress Bar at the top as the project re-builds to let you know how long it will take before you can move off the page.

Note: The print index will not work for directories.

This download will be an Excel file. You will stylize your print index outside of DataJoe.

Precise specifications must be met when preparing the data file for import, or the import may be unsuccessful.

Numeric and Currency Fields: Numbers and currency figures must be formatted as real digits. No commas, dollar signs, or text may be included in these data points. For example, change “8 million” or “$8 mil” to “8000000.”

Percentage Fields: Only numeric values may be present in these data points. Leave out the % sign; DataJoe will supply it.

Yes/No Fields: All yes or no values must be formatted as “Y” or “N,” rather than “yes,” “no,” a checkmark, an “X,” etc. You may specify alternate formatting within DataJoe.

State Fields: State data may be formatted as AP Style, postal code abbreviations, or the full names of states.

Value Lists: Values must be spelled and capitalized exactly as they are in the value list in DataJoe and must be separated by tic marks and a space in the data file (ex: accounting` government` education` healthcare).

Note: Delete any special characters in your data file, including bullets, accent signs, backward slashes and tabs. These are known to trip up the import process.

Note: If you have a not-fixed-across-years field present in your survey more than once (i.e., for more than one year), it will appear only once in the right-hand box. You can match incoming data to it multiple times, and change the year each time.

When you are finished matching fields within that association, click the green “Cancel” button at the top of the right-hand box to return to your list of survey fields.

Note: You can match multiple records for one association. If you had two survey contact names , for example, you would match the first to the “Survey contact (1) First name,” etc., and the second to the “Survey contact (2) First name,” etc. fields.

As the import runs, you will see the green Status Indicator bar move from 0% to 100% completion. Do not navigate away from this page until the import is 100% complete.
DataJoe will try to match incoming records to records that already exist in the database during this process. When DataJoe finds a potential match, the import will pause so you can review the potential matches and decide if they should be merged or not.
The record comparison will point out any discrepancies in standard and custom data and provide a side-by-side comparison of each record’s associations. It will also provide a combined list of the flags associated with each record.

Match records: Merge the incoming record with the existing record.

New record: Create a new record in the database.

Skip record: Skip this incoming record during this import and make a determination later. No data will be added or updated in the database.

Note: You may also locate possible duplicates that you are already aware of by opening the appropriate Record Manager  (company, person, thing, or prospect) and searching for the record name.

Note: If there are flags you want to eliminate, take note. You’ll have to take care of this in Basic Details after combining the records.