Table of Contents

Panel Studies

Billy Dowell Updated by Billy Dowell

Intro to Research Panel Studies

We originally created Great Question to simplify managing your customer research panel.

It's what you could call our bread and butter.

If you have not reviewed Great Question Study Basics, it is recommended. 😊

Access your panel

Your Panel is used to pull in those candidates.

  1. Click on Studies, or the caret next to it, in the left menu bar to reveal a list of studies and your panel.
  2. Click on your panel to view and edit the features of the panel.
Access your panel

Customize your landing page

The landing page is where the process begins. Where your candidates will first be brought to join your panel.

  1. Click Pages in the options below the panel name.‍
  2. Select Preview to see what the page will look like for your participants.
  3. Click on Edit to make any changes that you would like, such as; adding a headline, description, button text, personal note, title, subtitle, items, and custom URL.
  4. Click Done in the upper right-hand corner.
  5. Once your changes are done, you can preview it again to see if your changes match what you want the page to look like.
Customize your landing page

Customize your signup form

The Signup Form is where you can create questions to help you find the best candidates for your panel. *Candidate information and consent will be collected automatically.

  1. Click Signup form in the options below the panel name.
  2. Select Questions to create the questions, or make changes to any questions.
More on the Signup Form in our Screeners and Surveys guide. The signup form questions have the same feature set as survey questions.
  1. Select Summary to review a summary of data collected from people who have joined the panel.
Customize your signup form

Customize your emails

There are three emails that you can edit for your panel: Participation Invites, Invite reminder, and Welcome. All can be edited using the steps below.

  1. Click Emails in the options below the panel name.
  2. Select Preview to see what the email will look like for your participants. You can send yourself a test email, or just preview it in your browser.
  3. Click on Edit to make any changes that you would like, such as; default sender, choosing an email template, email subject, email body, or even the CTA button.
  4. Click Save in the upper right-hand corner.
  5. Once your changes are done, you can preview it again to see if your changes match what you want the page to look like.
Customize your emails

Customizing your plan

Your panel plan determines how many participants you want to join your panel. If you are editing your default panel, you may not want to set a limit, but if you are editing a new panel, you can change the number of people allowed to join.

  1. Click Plan in the options below the panel name.
  2. Set the number of people you want to target.
  3. Changes are automatically saved, once you click out of the box and see the updated successfully message.
Customize your plan

View panel stats

This view will show information about invites that have been sent, opened, clicked, and completed.

  1. Click Stats in the options below the panel name.
View panel stats

Settings

There are a few settings that can be changed here to optimize the panel experience.

Notifications, Automation, Templates, and Legal.

  1. Click Settings in the options below the panel name.
  2. Select Notifications to change when you receive an email about participants joining a panel and if you, or your teammates, send new invites.
  3. Toggle the options you want on or off. Changes are automatically saved and confirmed with an updated successfully message.
  4. Select Automation to change the option to resend invites and send reminders for the participants to complete the task.
  5. Toggle the options you want on or off. Changes are automatically saved and confirmed with an updated successfully message.
  6. Select Legal to pick the default consent form that you want to use for the panel.
  7. For more information on legal/consent forms, please check out Adding Custom Consent to a Study.
Panel settings

‍

While you’ll have a default panel study as soon as you make an account, you can create additional panel studies.

You can use these additional panel studies to recruit different types of personas (since you can tailor the sign-up screener survey), use different languages (if you’re on an Enterprise plan), or A/B test different landing page copy.

  1. Click on New Study +.
  2. Select Panel recruitment.
  3. Name your panel and click Continue.
  4. Follow the steps listed above.
The draft stage does look a little different from the published stage, but the setup process is very similar.
Create new panel study

Now that your panel is set up and ready to go, it is time to add some candidates!

Already have participants shortlisted to your panel? Check out our Participant Management for Panel Studies guide to learn more about managing those participants!

Have Questions?

Please reach out to us in the chat or at [email protected]!

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