Bulk actions in the panel

Managing panelists can be done in Panel Panelists. Editing, tagging, exporting, and deleting panelist profiles can be done through Bulk Actions.

One or more panelists must be selected first before you can use Bulk Actions. You can select one panelist at a time by ticking the checkbox that appears beside their name when you hover your mouse cursor over their row. Or you can select all panelists by clicking the ticked checkbox icon beside the First Name column header, then clicking Select all from the options.

The Bulk Actions button will then be activated. Click to show all available actions.

Then, click your preferred action. Follow the steps below to Edit, Tag, Export, or Delete using Bulk Actions.

Bulk Edit

The bulk edit feature is only appropriate for editing a column or panel property that could be the same for multiple panelists such as Opt in and Gender. Only one panel property can be edited at a time.

Here's how you can do it:

1. Select Edit Panelists from the Bulk Actions drop-down options.
2. A pop-up will appear where you can indicate which column to edit and its new value. First, indicate the column, which relates to panel property, that you want to edit by clicking the drop-down button below Column to update. Then, select from the options. You can either scroll down the options or type the column title on the search box to find it.
3. The New Value depends on the selected column. Hence, it can be a drop-down, short text, long text, date, etc. In any case, fill out the New Value field.
4. Once filled out, click the Update [number] panelists button.
5. A dialog box will pop up at the top of your screen where you can either confirm or cancel the action. Click OK to proceed.

Bulk Tag

Tags are used to link panelists to certain topics. This will help your company easily find suitable panelists for studies about different topics.

Here's how you can tag multiple panelists at the same time:

1. Select Tag Panelists from the Bulk Actions drop-down options.
2. A pop-up will appear where you can search for or create new tags by typing on the textbox within it. The Create new tag: "tag" button will appear if you're using a new tag. Click it to create the new tag and assign it to the selected panelists.
   
   
3. Existing tags will appear below the search box. You can click any of the tags to assign it to the selected panelists.
   
   

Bulk Export

Panelists' details can be exported all at once from Private Panels, should it be needed for you study. Follow the steps below to export the data.

1. Select Export to CSV from the Bulk Actions drop-down options.
2. A pop-up will appear where you can select which properties of the panels you'd like to import. All of the panel properties would be selected by default, untick the checkboxes of those that you don't want to include.

1. After selecting, click the Export [#] panelists button.

Bulk Delete

Here's how you can delete multiple panelists at the same time:

1. Select Delete from panel from the Bulk Actions drop-down options.
2. A dialog will pop-up at the top of your screen where you can either confirm or cancel the action. To proceed, type permanently delete panelists on the textbox.
3. Click OK on the pop-up.