Add Panelists Manually to the Panelists Library
Overview
Panelists can be imported from a file or manually added into the Panelists library. This workflow outlines the steps for manually adding a few panelists, one at a time.
If your scenario is different from adding a few panelists, we recommend reviewing our other workflows that may better suit your panelist management needs.
Add Panelists Manually
-
From the Panelists Library , select the panel you wish to add the panelist to.
-
Click Add/move/remove > Add a new panelist .
-
Populate the fields with the information you have available. The following are mandatory fields:
-
Username. A unique identifier to avoid duplicates. This is what panelists need to enter (along with a password) in order to log into the panelist website.
We suggest using panelist email address or another alphanumeric combination of characters that panelists can easily remember.
-
Password.
-
If you wish to control panelist passwords, type a password in this field. You will be required to provide the password to the panelist (they will not know what it is otherwise).
-
If you prefer that the panelists set their own passwords, leave the Password field blank and click Send password reset email to new panelist.
They will receive an email with the link to create their own password and you will receive a copy of the email for your records, only without the link.
-
Email. A valid email address is required for successful email communication. However, the Email field can be left blank if you do not have email information available at the moment, or if you are creating a generic panelist.
- Click Add panelist .
- If there is another panelist or two to add, repeat the steps above.
Once complete, your panelists are ready to be added to tests.
Related Articles
Panelists Library
Overview In order to invite panelists to your tests and to otherwise communicate with panelists from our software, the panelists need to be imported into the Panelists library. You can organize your panelists into panels and subpanels. There are ...Panelists
Overview In the Panelists tab, you will be able to add, remove, and email panelists (trained or consumers) from within your test. You can also update your panelist details from here. These options are standard across all test types. Panels and ...Update Panelists Manually
Overview Panelists can be updated in the Panelists library from a file or manually. This workflow outlines the steps for manually updating a few panelists. If your scenario is different from updating a few panelists, we recommend reviewing our other ...Add/Delete/Rename a Panel
Overview Before you can use panelists in your tests, they need to exist in the Panelists library. Before you can import or manually add panelists into the Panelists library, first you will need to have a panel to add panelists into. All panelists in ...Email Panelists from Panelists Library
Overview The most common scenarios of email communication with panelists involve sending emails from individual tests. However, sometimes there might be scenarios where you would like to email panelists that are not in a particular test. For example, ...