Table of Contents

Build and Centralize your Panel

Billy Dowell Updated by Billy Dowell

Adding candidates to your Panel

There are four ways to add candidates to your Panel:

CSV Import

  1. Click Add Candidates in the top right corner.
  2. Select Import from CSV.
  3. On the next page, click Upload file.
If you click Upload file and nothing happens, please check that your browser is up-to-date.
  1. Find the file that you want to user on your device and select Open.
  2. Review the mapping section. Some attributes will map automatically, but others will not. Use the dropdown to match each column to the correct attribute.
Be mindful of the attributes you want to add and make sure they do not already exist before adding new ones. More on this process here.
  1. Click Next.
  2. Choose Update existing candidates or Don't update existing candidates (Candidates who are already in your panel will be ignored, and their information will not be updated).
  3. Important: Name your import.
    1. The import name will default to the name of the file, but it is recommended to update this so that you can easily use it to filter by when searching for candidates from this import, and maybe even add a date.
  4. Optional: Select your study from the Shortlist for study dropdown.
    1. You can also opt to exclude people from the shortlist.
  5. Optional: Add any other attributes that you want applied to ALL candidates in the list.
  6. Click Next.
  7. Review the details and click Confirm & Import.

Manually Add Candidates

  1. Click Add Candidates in the top right corner.
  2. Select Add manually.
  3. Type in the candidate's name, email, and any other attributes you may want added to their profile.
Be mindful of the attributes you want to add and make sure they do not already exist before adding new ones. More on this process here.
  1. Optional: Check the Send panel opt in message to candidate checkbox if you want to email them, allowing the candidate to confirm their consent to be contacted for future research.
  2. Click Save, if you only want to add the one candidate, or Save & add another, if you want to add more candidates.
  1. Click Add Candidates in the top right corner.
  2. Select Invite via link. (This will bring you to your Panel study)
  3. Click Invite via Link.
  4. In the popup, click Copy Link.
  5. Distribute as you see fit!

Via Panel Study

This option is done from within your Panel study, and is the equivalent to shortlisting candidates to your other studies.

If you have not already done so, you may want to check and update your Panel study. Details in our Panel Studies guide.
  1. Start from the Participants tab.
  2. Click on one of the three buttons: Import new list, Add existing candidates, or Invite via link OR Click on Add Candidates and select an option from the dropdown list.
    1. Follow the steps above, or in this guide for each option.
  3. Once you have followed the steps in the mentioned guide, and you have your new list of candidates added to your study, you can check the box next to Name and click Send when you are ready to send out the invites.

FAQ

Is there a size limit on CSV imports?

  • There is no limit on file size or number of attributes. The number of candidates you are able to import is limited by the database size established in your plan.

Have Questions?

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