This page covers the Panelist Manager. For specific information on methods for adding panelists, see the Adding Panelists article.
The Panelist Manager allows users to look up the individual history and primary information of individual panelists, update their records, change their incentives, and add panelist-specific notes. You can search for panelists by clicking the "Find" button. Single panelist can be manually added clicking the "Add new panelist" button.
- Panelist activity
- Allows the user to view the past partiacipation of this panelist.
- Allows the user to make notes about correspondence or other matters with this panelist.
- Allows the user to change the appropriate incentive for a panelist.
1: Panelist Statuses
The following flags will be used to mark the following panelist statuses:
|Invalid Email: The panelist's email address has bounced or is invalid.|
|Unsubscribed: The panelist is unsubscribed.|
|Blacklisted: The panelist has been marked as blacklisted.|
|Unconfirmed: The panelist has completed the registration survey but has not completed the double opt-in process.|
NOTICE: Panelists with an invalid email address (Yellow), unconfirmed panelists (Purple) or panelists who are unsubscribed (Red) cannot be sent emails.
2: Customize Columns
With Panel version 3.4 and newer, you can now customize the columns that appear in Panelist Manager so that you can more easily navigate to the data you want access to.
Note:You may toggle any of the listed panelist datapoints (including system fields) or metadata for viewing and sorting purposes within the Panalist Manager screen.
3: Panelist Metadata
With Panel version 3.4 and newer, there is a Metadata tab that can be found when clicking on a panelist. These datapoints will frequently update as respondents continue to participate in surveys. Users of Panel also have the ability to export this data when desired as long as appropriate privileges are given.
Helpful Metadata Descriptions