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Panels are groups of participants with specific characteristics. You’ll create at least one panel for each study to define who should participate.

What Is a Panel?

A panel is a defined group of participants you want to recruit. It includes:
  • Target demographics: Age, gender, location, etc.
  • Sample size: How many responses you need
  • Recruitment settings: How participants will be invited

Creating Your First Panel

1

Go to the Recruit Tab

Open your study and click the Recruit tab.
2

Click Add Panel

Click the Add Panel button to create a new panel.
3

Name Your Panel

Give the panel a descriptive name.Examples:
  • “General Population 25-54”
  • “Heavy Users”
  • “Non-Customers”
4

Set Demographics

Define the target demographics for this panel.
5

Set Sample Size

Enter how many completed responses you need from this panel.
6

Save the Panel

Click Save to create the panel.

Panel Settings

Panel Name

Choose a clear, descriptive name that identifies the panel: Good names:
  • “US Adults 35-54”
  • “Monthly Purchasers”
  • “Brand Aware Consumers”
Less useful names:
  • “Panel 1”
  • “Test”
  • “Group A”

Target Sample Size

The number of completed responses you need:
  • This is completions, not starts
  • Account for screening (not everyone will qualify)
  • Consider your analysis needs
Analysis TypeTypical Sample
Directional insights50-100
Quantitative analysis200-400
Segment comparisons100+ per segment

Panel Status

Panels can be:
  • Active: Accepting new responses
  • Paused: Temporarily stopped
  • Complete: Target reached

Multiple Panels

You can create multiple panels when you need:

Different Audience Segments

Research the same questions with different groups:
PanelTarget
Panel 1Current customers
Panel 2Competitor customers
Panel 3Non-users

Quota Management

Ensure specific representation:
PanelTargetSample
Panel 1Male 25-34100
Panel 2Female 25-34100
Panel 3Male 35-44100
Panel 4Female 35-44100

Testing Different Approaches

A/B test with different groups:
PanelPurpose
Panel 1Control group
Panel 2Test group

Managing Panels

Viewing Panel Status

In the Recruit tab, you’ll see:
  • Panel name and criteria summary
  • Target vs. completed responses
  • Panel status (active, paused, complete)

Editing Panels

You can edit panels before publishing:
  • Change demographics
  • Adjust sample size
  • Modify name
After publishing and collecting responses, panel editing is limited to protect data consistency.

Pausing Panels

Temporarily stop recruitment for a panel:
  1. Find the panel in the list
  2. Click Pause
  3. No new responses will be accepted
Useful when you need to:
  • Fix an issue before continuing
  • Wait for budget approval
  • Coordinate timing

Deleting Panels

Remove panels that aren’t needed:
  1. Select the panel
  2. Click Delete
  3. Confirm deletion
Deleting a panel removes it from your study. Any responses already collected remain in your data.

Panel Best Practices

Start with one panel. Add complexity only if your research requires different segments.
Use clear naming. You’ll thank yourself later when reviewing data.
Consider incidence. Narrow criteria = fewer qualifying participants. See Incidence Rates.
Plan for dropouts. Not everyone who starts will finish. Target slightly more than your minimum need.

Panel and Response Tracking

Once responses start coming in:
  • Each response is associated with a panel
  • Track progress toward panel targets
  • See completion rates per panel
In your Responses tab:
  • Filter by panel
  • Compare data across panels
  • Export by panel

Common Questions

One panel is sufficient for most studies. Create multiple panels only if you need to compare distinct segments or manage quotas.
Yes, you can add new panels to an active study. This is useful if you decide to expand your research or add a new segment.
Each panel recruits independently. One may finish faster based on incidence rate and target size.
Typically no. Each participant completes the study once. If they match multiple panel criteria, they’ll be assigned to one panel.

Next Steps