Managing Panelists
Adding panelists, creating custom profile field information, and custom segmentation
- Introduction to Panelists
- Introduction to Profile Fields
- Introduction to 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
- Deleting Segments in Bulk
- 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