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Onboarding & Panel Management

My study starts soon and I have questions about onboarding participants or Admins.

  • How to Add and Invite Participants to a Study
  • How to Invite New Administrators
  • How to Create and Assign Participants to a Basic Segment
  • How to Track Invitations
  • How to Archive & Delete Segments in Bulk
  • How to Resend an Email Invite
  • How to Create Smart Segments
  • How to Remove Personally Identifiable Information for a Single Panelist
  • How to Replace Participants
  • How to Bulk Deactivate Panelists

Categories

  • Site & Study Setup
  • Onboarding & Panel Management
  • Study Moderation
  • Data Analysis & Data Exporting
  • Live Video Activities
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