Recollective Knowledge Base
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Managing Panelists

Adding panelists, creating custom profile field information, and custom segmentation

  • Introduction to Panelists
  • Introduction to Profile Fields
  • Introduction to Segments
  • Managing Segments
  • Basic vs. Smart Segments
  • Smart Segment Criteria
  • Adding New Basic Segments
  • Advanced Segment Options
  • Screening Questions vs. Profile Fields
  • Adding Panelists
  • Bulk Importing Panelists
  • Finding Panelists
  • Exporting Panelists
  • Tracking Agreements
  • Personal Data Removal
  • Privacy Settings in Recollective
  • Adding and Inviting Participants without Personal Identifiable Information (PII)
  • Bulk Import: Preparing a Spreadsheet
  • Bulk Import: Column Review
  • Bulk Import: Import Settings
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Categories

  • Overview
  • Account Basics
  • Site Administration
  • Managing Panelists
  • Study Setup
  • Activities & Tasks
  • Live Video Interviews (1:1)
  • Live Group Chat with Video
  • Task Type Guide
  • Discussions
  • Forums
  • Managing Participants
  • Screening Participants
  • Study Moderation
  • Recollective AI
  • Managing Points
  • Private Messages
  • Reports & Analysis
  • Transcripts & Media Exports
  • Localization
  • Troubleshooting Tips
  • Integrations
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