Add Panelists Manually to the Panelists Library

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 panel management needs.


Add Panelists Manually

  1. From the Panelists Library , select the panel you wish to add the panelist to.

  2. Click Add/move/remove > Add a new panelist .


  3. 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.

  4. Click Add panelist .

  5. If there is another panelist or two to add, repeat the steps above.


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