Panelist Accounts

You can allow panelists to Sign Up to your panel by having them create a panelist account with their email and a password. To get a link to this sign up form, you can go to Settings Panel Sign Up. For the panelists to login and update their info, the link can be found Settings Panel Log In. The form will look something like this, and of course can be white-labeled.

Private Panels keeps track of your panelists' information until such time that they delete their data. They can view their information on a dashboard which contains the following:

• Account details
• Your company's profile introduction (optional)
• Signup forms with the Show in Profile setting turned on
• Studies they're participating in and their session schedules

You can place your logo at the top by following our Custom Branding guide.

They can click any of the signup forms to answer or update them. The forms will look similar to the image below. Clicking the Back to profile button will bring them back to their dashboard.

Adding Profile Introduction

You can use the profile introduction to give your panelists a brief description of your company, let them know about important things they should know about as a panelist, etc. This can be added in Settings General, then scroll down to the Panelist Experience section. Then, type your profile introduction in the rich text editor beside Profile Introduction. Any changes made here are automatically saved.