Add/Delete/Rename a Panel

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 the Panelists library must be members of at least one panel.

The purpose of organizing panelists in top level panels and subpanels is to assist you in panelist searches, when adding panelists to your tests, preparing general email communications, etc.

There are four main types of panels:
  1. Top Level Panel - Useful to separate and maintain distinct types of panels, such as Descriptive Panel , Consumer Panel , Employee Panel , etc. You can create top level panels as described in this workflow.

  2. Subpanel - Useful to further organize panelists within top level panels. For example, under the top level Consumer Panel , you can have Local Consumer Panel , Weekday Consumer Panel , etc. Subpanels can have their own subpanels if required. You can create subpanels as described in this workflow.

  3. Paused Panelists - This panel is distributed with the software. It is useful for managing panelists who are not active for a specific period of time or indefinitely. This panel cannot be deleted or renamed, and it cannot have subpanels.

  4. Unassigned Panelists - This panel is distributed with the software. It is useful for locating panelists that are not members of any panels your organization created and are not paused. This panel cannot be deleted or renamed, and it cannot have subpanels.

In this workflow we will learn how to create new and how to rename and delete existing top level panels and subpanels.

Add a Top Level Panel

  1. From the black ribbon at the top, select Libraries > Panelists .

  2. Click + Add Panel.

  3. Enter a Panel name.

  4. From the Choose different location dropdown, select Top Level Panel .
Your top level panel is ready for panel import or manual addition, and you can create subpanels for further panel management as described in the next set of steps.

Add a Subpanel

  1. From the black ribbon at the top, select Libraries > Panelists .

  2. In the left pane, select a top level panel or an existing subpanel where you wish to create your new subpanel.

    1. Click + Add Panel.

      --or

    2. Click the three vertical dots and select Create new panel.

  3. Enter a Panel name.

  4. The Panel location will indicate under which top level panel or subpanel your new subpanel will reside. If this location is not what you expected, from the Choose different location dropdown, select another top level panel or subpanel.

  5. Click Create panel  and add panelists into the new subpanel as needed.

Panelists that are included in a subpanel are automatically included in the top level panel. Panelists that are included in the top level panel are not automatically included in the subpanel. Learn more about panel membership management.


Delete a Panel or Subpanel

A panel or subpanel is eligible for deletion when all conditions listed below are true:
  1. The panel/subpanel is empty

    --and

  2.  The panel/subpanel is not used in any tests

    --and

  3. No panelists from the panel/subpanel have been paused

To delete eligible panel:
  1. From the black ribbon at the top, select Libraries > Panelists .

  2. In the left pane, select a top level panel or a subpanel that you wish to delete.

  3. To the right of the panel or subpanel that you selected, click the three vertical dots and select Delete this panel .

  4. Confirm your action by clicking Delete panel. 

Rename a Panel or Subpanel

  1. From the black ribbon at the top, select Libraries > Panelists .

  2. In the left pane, select a top level panel or a subpanel that you wish to rename.

  3. To the right of the panel or subpanel that you selected, click the three vertical dots and select Rename this panel .

  4. Type a new name and click Save.


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