Table of Contents
Candidate Attributes
Updated
by Billy Dowell
Candidate Attributes overview
Building robust candidate profiles is critical to the research process.
You'll be able to filter and search for relevant candidates to ensure future studies are being targeted at precisely the right panelists.
Both Admins and Creators can add attributes to candidates through their profile, within screeners, and upon candidate importing.
How do I manually add a new candidate attribute to the candidate database?
- Admins, navigate to your account settings.
- Click Custom Attributes.
- Click Candidate Attributes (if not already selected).
- Click New Attribute.
- Give it a name (key will automatically generate).
- Select the attribute type (number, text, etc.)
- Optional: Check the boxes to indicate PII or if you would like to use the attribute as a URL parameter.
- Click create.
How do I change the name of an attribute in the database?
- Admins, navigate to your account settings.
- Click Custom Attributes.
- Click Candidate Attributes (if not already selected).
- Click edit next to the name of the attribute you want to change.
- Update the name.
- Click Save.
Important Notes:
- Two attributes cannot have the same name.
- Ex: “Eye Color” can only be used once and can only have one key.
- An attribute’s key cannot be changed. A new attribute would need to be created. Then, either the name of the previous attribute can be changed, or deleted if it is no longer needed.
Have Questions?
Please reach out to us in the chat or at sup[email protected]!
