Tracking Agreements

Every agreement encountered by a Panelist is tracked. 

To export Agreement history for your records:

  • Go to All Panelists
  • Click Export Panelists
  • Use the Agreements dropdown to add Agreement information to your report
  • Click Export

If your site has multiple Agreements, you can also filter Panelists by the specific Agreements they've encountered, prior to including them in the export. 

Select Agreement State or Agreement Date while making use of advanced Panelist filters. These attributes are also available when defining Smart Segments.

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While editing an individual Panelist in Site Administration, a section labeled Agreements appears listing each agreement encountered. The status of agreement and the date of the last response is shown. Past responses are also available for review.

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