A Field Health Check for Experiential Campaigns

This resource helps experiential professionals conduct a smart, early-stage review of data collection performance.  Ensuring clean, complete, and analyzable data is being gathered while there’s still time to intervene.

When to Review

• After the first 3–5 activations or 7–10 event days
• Before 25% of your total program field time has elapsed
  

The Four-Point Readiness Check

• Can you download the raw data (e.g., Excel, CSV)? Is it usable?
• Are your two primary data sources—Field Staff Recap Metrics and Consumer Surveys—syncing or syncable?
• Do market names in both data sets align with the known routing and activation schedule?

• Are Field Staff Recap Reports being submitted at the expected cadence?
  
• Are consumer survey counts per event day aligned with your sampling goals?
  • For recap reporting, target 400 total survey responses. Divide by the number of planned event days to establish your per-day minimum.
  • Monitor current average collection rates—are you on pace?
• Are you getting enough data to support analysis by key independent variables?
  • Aim for 30+ responses per major segment (e.g., market, venue type, consumer profile) to enable viable analysis later.

• Are all required fields populated? (e.g., date, market, venue type)
• Are you collecting enough data in the critical variables (gender, age, awareness, purchase intent)?
  • If not, identify what’s preventing strong data collection and course correct. This could involve retraining, coaching, or improved field guidance.
• Do you need to collapse variables? For instance, combining markets or simplifying venue types may be necessary if response counts are too low for analysis.

1. Goal = 400 completes by end-of-campaign
   
2. Per-day minimum = 400 ÷ total event days
   
3. Ensure >30 responses per key segmentation variable to support your analysis framework
   

• Continue if: Data access is solid, collection rates are on pace, and segmentation is viable.
• Course correct if: You’re seeing incomplete data, weak response volume, or risks to segment-level analysis.
  

Helpful Cross-Referenced Resources

• Field Staff Recap Reporting Checklist
  
• Field Staff Survey Training Handout

Next Steps

• If issues exist, train field staff on how to deliver surveys conversationally while adhering to the core question structure. Emphasize the value of data integrity to campaign success.
• If needed, adjust dropdowns for venue type or market to better reflect what’s being collected in the field.
• Schedule a second review mid-campaign to validate progress and finalize your analysis plan.