Update Panelists Manually

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 individual panelists.

Idea
If your scenario is different from updating a few panelists, we recommend reviewing our other workflows that may better suit your panelist management needs by updating panelists using a file.

Update Panelists Manually

  1. In the Panelists Library , click on the Username of the panelist you wish to update. This will open the Panelist Card . 
    Your subscription might be using the Panelist code column name instead of Username.
    If necessary, use the search functionality to find your panelist.

  2. In the Profile tab, make the necessary updates. Changes are automatically saved.

  3. Repeat the steps for any additional panelists that require updates in their profile.

Notes
If you would like to add panelist information that does not have a field for yet, please contact Compusense Support with details.

Idea
Panelist card provides additional options for panelist management.