Panelist Management
Import Panelists - Panelists Set Their Own Passwords
Overview When importing panelists, you have the option to let panelists set their own passwords, or you set the passwords for panelists. This workflow's focus is on importing "real" panelist information prompting those panelists to set their own ...
Import Guest Panelists
Overview Generic guest panelists can be useful to have in your Panelists library for various reasons. Here are some: Collecting Mock Results - Guest logins are great for collecting testing (mock) results to fully review analysis options before ...
Import Panelists with Preset Passwords
Overview When importing panelists, you have the option to set passwords for panelists or let them set their own passwords . This workflow's focus is on importing "real" panelists with preset passwords. In other words, you are in control of their ...
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 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 ...
Update Panelists from a File - Passwords Retained
Overview You can efficiently update panelist information for multiple panelists by importing their new information from a file. When updating panelists' information from a file, you have the option to update their passwords or leave their passwords ...
Update Panelists from a File - Passwords Updated
Overview When updating panelists' information from a file, you have the option to update panelist passwords as well, or leave their passwords unchanged. This workflow's focus is on the scenario where updating panelist information in the Panelists ...
Reset Panelist Password Manually
Overview For security reasons, the passwords are not retrievable in any way after the panelists are added to the Panelists library. Therefore, it is not possible to display to panelists what their password is. If they forget their password a new ...
Panelists Reset Their Passwords
Overview For security reasons, panelist passwords are not retrievable in any way after the panelists are added to the Panelists library . Therefore, it is not possible to display to panelists what their password is. If they forget their password a ...
Search for Panelists Within a Panel
Overview There might be various reasons to search for one or more panelists. In this workflow we will learn how to quickly find panelists inside a specific panel in the Panelists library. Example scenario: One of your descriptive panelists informed ...
Search for Panelists Across Panels
Overview There might be various reasons to need to search for one or more panelists. In this scenario-driven workflow we will learn how to find panelists by searching across some or all panels in the Panelists library that your organization created. ...
Manage Panel Membership
Overview Your panelists in the Panelists library must be members of at least one panel. In this workflow you will learn how to manage all aspects of panel membership. Before you can change panel membership for panelists, the panels and subpanels in ...
Pause and Reactivate Panelists
Overview The Pause feature allows you to prevent specific panelists from coming up in searches for active panelist. You can pause panelists until specific date, or indefinitely. Panelists paused until a specific date are automatically reactivated on ...
Delete Panelists
Overview When a panelist is no longer needed in the Panelists library, you can delete their record. Panelist deletion can only take place from the Panelists library. Once deleted, panelists will no longer be available to you in the list of active ...
Import/Export History
Overview Import/export history provides a list of transaction activities at the panel level, including activity type and its success. Whether you are importing panelists from a file into the Panelists library, or updating panelist information by ...
Panelist Application Form
Overview If you wish to have a reference/link between data collected in a test and the panelists that inputted the data, the panelists must first be added to the Panelist Library and then to your test. If you wish to use the Schedules module to ...
Import Panelists with Special Characters
Overview To import panelist information with special characters, such as Chinese characters, you will need to save your panelist information excel file as Unicode text. Once your file is saved as Unicode text you can change the file type to .dat. ...