Panelists

Overview

In the Panelists tab, you will be able to add, remove, and email panelists (trained or consumers) from within your test. These options are standard across all test types.  

Panels and panelists will need to be added to the Panelists library first.

Add a Panel  

You can add an entire panel into the test. The benefit in adding an entire panel in a test is that any new panelists that are added to the panel in the Panelists library will automatically be added to the test, too. 

The benefit in adding an entire panel in a test is that any new panelists that are added to the panel within the Panelists library after associating the panel to the test will automatically be added to the test, too.

1. In the  Panelists  tab, click Manage panelists > Add panelists >  Add a panel.
   
2. In the Select panel , click the drop down list and select the panel you wish to add. 
   
3. Click Add panel . 
   

Manually Add Panelists

You can also add individual panelists from various panels or from one panel into the test. 

1. In the  Panelists  tab, click  Manage panelists >  Add panelists >  Manually add panelists . 
   
2. Select a panel from the Panel drop down. 
   
3. Place a check mark by each panelist.
   
   If you'd like to add panelists from other panels, repeat step 3 and 4 
   
4. Click Add panelists . 
   

Panelists in Test Table

Option Name	Option Description
	This allows you to select all the panelists in the test.  Alternatively, you can select individual panelists by placing a checkmark in front of the Panelist Code .
Panelist Code	A unique code for each panelist. Consider using panelists' emails as the code since they are unique.
Display Name	Name of the panelist which can be used to personalize emails and text screens seen by panelists using wildcards.
Last Name	Panelist's last name.
Email	Email address of the panelist for communication purposes.
Sent Emails	The number of emails that have been sent to the panelist.
Scheduled Emails	The number of emails that are scheduled to send to the panelist.
Show Panelists	You can change the number of panelists displayed per page (10, 25, 50, 100, or 150). Use the Previous, Next, or actual page numbers to navigate through the pages of panelists in your test.

Email Panelists

You can send emails to panelists to invite them to take the test or to remind them about it if they have not started it when expected.

1. In the  Panelists  tab, select all or a subset of panelists you wish to send the email to by placing a checkmark in the checkbox .
   
2. Click  Manage panelists > Email panelists.
   
3. Compose an email.
   

Remove Panel

Follow the steps below if you need to remove a panel previously added to the test.

This could be useful if you cloned a test that used a panel, but your testing needs do not require entire panel in the test.

1. In the  Panelists  tab, click  Manage panelists . 
   
2. Click Remove panel . 
   

Remove Individual Panelists

If you have manually added panelists into the test, you can easily remove panelists from the test. 

1. In the  Panelists  tab, select all or individual panelists you'd like to remove from the test. 
   
2. Click  Manage panelists > Remove panelists. 
   

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